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

Episodes

Drill Down Earnings, Ep. 265: Okta Q3 earnings analysis – what you need to know ($OKTA) 04.12.2024 5:43

🎙️ The Drill Down: Okta Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Okta ($OKTA) Q3 performance with Todd McKinnon. 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 Un...

Drill Down Earnings, Ep. 264: Box Q3 earnings analysis – what you need to know ($BOX) 04.12.2024 6:06

🎙️ The Drill Down: Box Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Box ($BOX) Q3 performance with Aaron Levie. 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 Unfilte...

Drill Down Earnings, Ep. 263: Zscaler Fiscal Q1 2026 earnings analysis – what you need to know ($ZS) 03.12.2024 5:35

🎙️ The Drill Down: Zscaler Fiscal Q1 2026 Earnings Deep Dive 💡 Beyond the numbers: Unpack Zscaler ($ZS) Fiscal Q1 2025 performance with Jay Chaudhry. 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 i...

Drill Down Earnings, Ep. 262: Crowdstrike Q3 earnings analysis – what you need to know ($CRWD) 27.11.2024 6:41

🎙️ The Drill Down: Crowdstrike Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Crowdstrike ($CRWD) Q3 performance with George Kurtz. 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. 261: Dell Q3 earnings analysis – what you need to know ($DELL) 27.11.2024 7:05

🎙️ The Drill Down: Dell Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Dell ($DELL) Q3 performance with CFO Jeff Clarke. 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. 260: Elastic Q2 earnings analysis – what you need to know ($ESTC) 26.11.2024 7:33

🎙️ The Drill Down: Elastic Q2 Earnings Deep Dive 💡 Beyond the numbers: Unpack Elastic ($ESTC) Q2 performance with CEO Ash Kulkarni. 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. 259: Palo Alto Networks Q3 earnings analysis – what you need to know ($PANW) 21.11.2024 6:27

🎙️ The Drill Down: Palo Alto Networks Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q3 performance with Nikesh Arora. 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 i...

Drill Down Earnings, Ep. 258: NVIDIA Q3 earnings analysis – what you need to know ($NVDA) 21.11.2024 8:04

🎙️ The Drill Down: NVIDIA Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q3 performance with Jensen Huang. 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. 257: Applied Materials Q4 2024 earnings analysis – what you need to know ($AMAT) 15.11.2024 6:21

🎙️ The Drill Down: Applied Materials Q4 2024 Earnings Deep Dive 💡 Beyond the numbers: Unpack Applied Materials ($AMAT) Q4 2024 performance with Gary Dickerson. 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 mo...

Drill Down Earnings, Ep. 256: Cisco Q1 2025 earnings analysis – what you need to know ($CSCO) 14.11.2024 6:37

🎙️ The Drill Down: Cisco Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cisco ($CSCO) Q1 2025 performance with Chuck Robbins. 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. 255: Applied Optoelectronics Q3 earnings analysis – what you need to know ($AAOI) 08.11.2024 5:36

🎙️ The Drill Down: Applied Optoelectronics Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q3 performance with CFO Dr. Stefan Murry. 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 Stra...

Drill Down Earnings, Ep. 254: Arista Networks Q3 earnings analysis – what you need to know ($ANET). 07.11.2024 4:51

🎙️ The Drill Down: Arista Networks Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Arista Networks ($ANET) Q3 performance with Jayshree Ullal. 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 insig...

Drill Down Earnings, Ep. 253: Cloudflare Q3 earnings analysis – what you need to know ($NET) 07.11.2024 3:39

🎙️ The Drill Down: Cloudflare Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cloudflare ($NET) Q3 performance with Matthew Prince. 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. 252: Coherent Q1 FY 2024 earnings analysis – what you need to know ($COHR) 07.11.2024 5:16

🎙️ The Drill Down: Coherent Q1 FY 2024 Earnings Deep Dive 💡 Beyond the numbers: Unpack Coherent ($COHR) Q1 FY 2024 performance with 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 insig...

Drill Down Earnings, Ep. 251: Arm Fiscal Year Q2 2025 earnings analysis – what you need to know ($ARM) 07.11.2024 4:51

🎙️ The Drill Down: Arm Fiscal Year Q2 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Arm ($ARM) Fiscal Year Q2 2025 performance with Rene Haas. 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 i...

Drill Down Earnings, Ep. 250: Qualcomm Q3 earnings analysis – what you need to know ($QCOM) 06.11.2024 4:36

🎙️ The Drill Down: Qualcomm Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Qualcomm ($QCOM) Q3 performance with 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 the in...

Drill Down Earnings, Ep. 249: Supermicro Q3 earnings analysis – what you need to know ($SMCI) 06.11.2024 6:16

🎙️ The Drill Down: Supermicro Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Supermicro ($SMCI) Q3 performance with Charles Liang. 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. 248: Globalfoundries Q3 earnings analysis – what you need to know ($GFS) 06.11.2024 4:15

🎙️ The Drill Down: Globalfoundries Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Global Founderies ($GFS) Q3 performance with Thomas Caulfield. 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. 247: Fabrinet Q1 2025 earnings analysis – what you need to know ($FN) 05.11.2024 4:18

🎙️ The Drill Down: Fabrinet Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Fabrinet ($FN) Q1 2025 performance with 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...

Drill Down Earnings, Ep. 246: Lattice Semiconductor Q3 earnings analysis – what you need to know ($LSCC) 05.11.2024 5:38

🎙️ The Drill Down: Lattice Semiconductor Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Lattice Semiconductor ($LSCC) Q3 performance with new CEO Ford Tamer. 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...

Drill Down Earnings, Ep. 245: Palantir Q3 earnings analysis – what you need to know ($PLTR). 05.11.2024 5:31

🎙️ The Drill Down: Palantir Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Palantir ($PLTR) Q3 performance with 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 indust...

Drill Down Earnings, Ep. 244: Amazon.com Q3 earnings analysis – what you need to know ($AMZN) 01.11.2024 5:17

🎙️ The Drill Down: Amazon.com Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q3 performance with Andy Jassy. 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. 243: Atlassian Q1 2025 earnings analysis – what you need to know ($TEAM) 01.11.2024 5:17

🎙️ The Drill Down: Atlassian Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Atlassian ($TEAM) Q1 2025 performance with Mike Cannon-Brookes. 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. 242: Intel Q3 earnings analysis – what you need to know ($INTC) 31.10.2024 5:30

🎙️ The Drill Down: Intel Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Intel ($INTC) Q3 performance with Pat Gelsinger. 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. 241: Apple Q4 earnings analysis – what you need to know ($AAPL) 31.10.2024 5:35

🎙️ The Drill Down: Apple Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Apple ($AAPL) Q4 performance with 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 industry Unfil...