Cory Johnson

The Drill Down

Business EN ↓ 712 episodes

The Drill Down is a daily podcast focused on business fundamentals of the biggest stock movers of the market day, hosted by veteran financial journalist Cory Johnson. Through insightful interviews with CEOs and investors, meaningful research and in-depth analysis, The Drill Down provides a clearer picture of what’s really going on under the hood at publicly traded companies. This is business news for business people.

Author

Cory Johnson

Category

Business

Latest episode

Jun 10, 2026

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Episodes

Drill Down Earnings, Ep. 288: Qualcomm Q1 earnings analysis – what you need to know ($QCOM) 06.02.2025

🎙️ The Drill Down: Qualcomm Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Qualcomm ($QCOM) Q1 performance with CEO Cristiano Amon. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into th...

Drill Down Earnings, Ep. 287: Coherent Q2 2025 earnings analysis – what you need to know ($COHR) 06.02.2025

🎙️ The Drill Down: Coherent Q2 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Coherent ($COHR) Q2 2025 performance with CEO Jim Anderson. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight...

Drill Down Earnings, Ep. 286: Alphabet Q4 earnings analysis – what you need to know ($GOOG) 05.02.2025

🎙️ The Drill Down: Alphabet Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Alphabet ($GOOG) Q4 performance with CEO Sundar Pichai. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the...

Drill Down Earnings, Ep. 285: Snap Q4 earnings analysis – what you need to know ($SNAP) 05.02.2025

🎙️ The Drill Down: Snap Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Snap ($SNAP) Q4 performance with CEO Evan Spiegel. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry...

Drill Down Earnings, Ep. 284: Advanced Micro Devices Q4 earnings analysis – what you need to know ($AMD) 04.02.2025

🎙️ The Drill Down: Advanced Micro Devices Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Advanced Micro Devices ($AMD) Q4 performance with CEO Lisa Su. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves...

Drill Down Earnings, Ep. 283: Fabrinet Q2 earnings analysis – what you need to know ($FN) 04.02.2025

🎙️ The Drill Down: Fabrinet Q2 Earnings Deep Dive 💡 Beyond the numbers: Unpack Fabrinet ($FN) Q2 performance with 🇮🇪 CEO Seamus Grady. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the...

Drill Down Earnings, Ep. 282: Palantir Q4 earnings analysis – what you need to know ($PLTR) 04.02.2025

🎙️ The Drill Down: Palantir Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Palantir ($PLTR) Q4 performance with CEO Alex Karp. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the ind...

Drill Down Earnings, Ep. 281: Apple Q1 2025 earnings analysis – what you need to know ($AAPL) 31.01.2025

🎙️ The Drill Down: Apple Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Apple ($AAPL) Q1 2025 performance with CEO Tim Cook. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the...

Drill Down Earnings, Ep. 280: Intel Q4 earnings analysis – what you need to know ($INTC) 30.01.2025

🎙️ The Drill Down: Intel Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Intel ($INTC) Q4 performance with CEO co-CEO Michelle Johnston Holthaus. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with in...

Drill Down Earnings, Ep. 279: IBM Q4 earnings analysis – what you need to know ($IBM) 30.01.2025

🎙️ The Drill Down: IBM Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack IBM ($IBM) Q4 performance with CEO Arvind Krishna. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry...

Drill Down Earnings, Ep. 278: Tesla Q4 earnings analysis – what you need to know ($TSLA) 30.01.2025

🎙️ The Drill Down: Tesla Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Tesla ($TSLA) Q4 performance with CEO Elon Musk. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry...

Drill Down Earnings, Ep. 277: Microsoft Q4 earnings analysis – what you need to know ($MSFT) 30.01.2025

🎙️ The Drill Down: Microsoft Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q4 performance with CEO Satya Nadella. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into t...

Drill Down Earnings, Ep. 276: ASML Q4 earnings analysis – what you need to know ($ASML) 29.01.2025

🎙️ The Drill Down: ASML Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack ASML ($ASML) Q4 performance with CEO Christophe Forquet. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the in...

Drill Down Earnings, Ep. 275: F5 Q1 2025 earnings analysis – what you need to know ($FFIV) 29.01.2025

🎙️ The Drill Down: F5 Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack F5 ($FFIV) Q1 2025 performance with CEO François Locoh-Donou. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight int...

Drill Down Earnings, Ep. 274: SAP €40B promise Q4 earnings analysis and a – what you need to know ($SAP) 29.01.2025

🎙️ The Drill Down: SAP Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack SAP ($SAP) Q4 performance with CEO Christian Klein. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry...

Drill Down Earnings, Ep. 273: Micron Technology Q1 2025 earnings analysis – what you need to know ($MU). 20.12.2024

🎙️ The Drill Down: Micron Technology Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Micron Technology ($MU) Q1 2025 performance with Sanjay Mehrotra. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic mov...

Drill Down Earnings, Ep. 272: Broadcom Q4 2024 earnings analysis – what you need to know ($AVGO) 13.12.2024

🎙️ The Drill Down: Broadcom Q4 2024 Earnings Deep Dive 💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q4 2024 performance with Hock Tan. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into th...

Drill Down Earnings, Ep. 271: Adobe Q4 2024 earnings analysis – what you need to know ($ADBE). 12.12.2024

🎙️ The Drill Down: Adobe Q4 2024 Earnings Deep Dive 💡 Beyond the numbers: Unpack Adobe ($ADBE) Q4 2024 performance with Shantanu Narayen. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into...

Drill Down Earnings, Ep. 269: Oracle Q2 Fiscal Year 2025 earnings analysis – what you need to know ($ORCL) 10.12.2024

🎙️ The Drill Down: Oracle Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Oracle ($ORCL) Q2 Fiscal Year 2025 performance with Oracle Founder and the world's fourth richest person Larry Ellison. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just...

Drill Down Earnings, Ep. 270: C3.ai Q2 2025 earnings analysis – what you need to know ($AI) 10.12.2024

🎙️ The Drill Down: C3.ai Q2 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack C3.ai ($AI) Q2 2025 performance with Tom Siebel. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the indu...

Drill Down Earnings, Ep. 267: Hewlett Packard Enterprise Q4 earnings analysis – what you need to know ($HPE) 06.12.2024

🎙️ The Drill Down: Hewlett Packard Enterprise Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q4 performance with Antonio Neri. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strateg...

The Drill Down Insider: Synopsys CFO Shelagh Glaser 06.12.2024

🎙️ The Drill Down Insider: Synopsys CFO Shelagh Glaser 💡 Join host Cory Johnson for an in-depth conversation with Synopsys CFO Shelagh Glaser, exploring how finance and engineering can find optimism and excitement in the evolving world of AI. 🔍 In this revealing episode, they unpack: Embracing the opportunities of designing tools for an AI-driven future Finding inspiration in the potential of ad...

Drill Down Earnings, Ep. 266: Synopsys Q4 earnings analysis – what you need to know ($SNPS) 05.12.2024

🎙️ The Drill Down: Synopsys Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q4 performance with Sassine Ghazi. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the ind...

Drill Down Insider w. Yext CEO Michael Walrath 05.12.2024

🎙️ The Drill Down Insider: Yext CEO Michael Walrath 💡 Take a deep dive with host Cory Johnson as he sits down with Michael Walrath, CEO of Yext, for a candid conversation about leading an AI-powered search platform in today's tech landscape. This exclusive interview moves beyond surface-level tech talk to explore how Yext is revolutionizing digital knowledge management and enterprise search. 🔍 I...

Drill Down Insider w. Elastic CEO Ash Kulkarni The story of Elastic’s essential service to the world of AI ($ESTC). 04.12.2024

🎙️ The Drill Down Insider: . Elastic CEO Ash Kulkarni 💡 Take a deep dive with host Cory Johnson as he sits down with Ash Kulkarni, CEO of Elastic, for a candid conversation about leading an AI-powered enterprise in today's tech landscape. This exclusive interview moves beyond surface-level tech talk to explore how Elastic is revolutionizing search, security and observability through artificial in...

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