
The Drill Down
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.
Latest episodes

Jul 19, 2025 • 23min
The Drill Down Insider, with Synopsys CFO Shelagh Glaser
In a ground-breaking interview, Synopsys CFO Shelagh Glaser joins The Drill Down Insider to discuss the company’s $35 billion merger with Ansys—and what it means for the future of engineering innovation. Glaser explains how combining the leader in chip design with the leader in simulation creates a full-stack powerhouse for R&D teams facing mounting complexity, speed, and cost pressures.
She outlines how the merged company will deliver integrated solutions that fuse electronics and multiphysics systems—critical for next-generation AI, automotive, aerospace, and industrial design. From silicon to systems, Synopsys is redefining what’s possible.
Subscribe to Drill Down Insider for more hard-hitting conversations at the intersection of AI, infrastructure, and innovation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 17, 2025 • 6min
Drill Down Earnings, Ep. 358: Taiwan Semiconductor Manufacturing Q2 earnings analysis – what you need to know ($TSM)
The Drill Down: Taiwan Semiconductor Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Taiwan Semiconductor ($TSM) Q2 performance with CEO C.C. Wei. 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, empowering retail investors and anyone tracking the tech and business world.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Taiwan Semiconductor’s Q2 earnings report.
Strategic Moves & Industry Impact: How Taiwan Semiconductor’s recent decisions are shaping the technology landscape and its competitive position.
Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO C.C. Wei.
Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.
Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.
💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.
🎧 Listen & Watch Now:
Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I
Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg
Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923
🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):
YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts
Instagram: https://www.instagram.com/drilldownpod
TikTok: https://www.tiktok.com/@drilldownpod
Connect with The Drill Down:
Follow Cory Johnson: https://x.com/corytv
Follow The Drill Down Pod: https://x.com/drilldownpod
#TSM @TaiwanSemiconductor#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #FinancialFreedom #SemiconductorStocks #GrowthStocks #MarketAnalysis #TSM #TaiwanSemiEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 16, 2025 • 9min
Drill Down Earnings, Ep. 357: ASML Q2 earnings – ($ASML) Beyond the Numbers – A Deep Dive with Cory Johnson
The Drill Down: ASML Q2 Earnings Analysis
💡 Beyond the numbers: Unpack ASML ($ASML) Q2 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, empowering retail investors and anyone tracking the tech and business world.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from ASML’s Q2 earnings report.
Strategic Moves & Industry Impact: How ASML’s recent decisions are shaping the technology landscape and its competitive position.
Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Christophe Forquet.
Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.
Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.
💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.
🎧 Listen & Watch Now:
Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I
Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg
Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923
🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):
YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts
Instagram: https://www.instagram.com/drilldownpod
TikTok: https://www.tiktok.com/@drilldownpod
Connect with The Drill Down:
Follow Cory Johnson: https://x.com/corytv
Follow The Drill Down Pod: https://x.com/drilldownpod
#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #ASML #ASMLEarnings #TheDrillDown
Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 26, 2025 • 7min
Drill Down Earnings, Ep. 356: Micron Technology Q3 earnings analysis – what you need to know ($MU)
🎙️ The Drill Down: Micron Technology Q3 Earnings Deep Dive
💡 Beyond the numbers: Unpack Micron Technology ($MU) Q3 performance with CEO 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 moves with insight into the industry
Unfiltered information straight from Micron Technology leadership
🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research
🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!
📺 Full episode: https://www.youtube.com/@DrillDownPod
🐦 Follow Cory: https://x.com/corytv
#MU @Micron Technology #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 13, 2025 • 6min
Drill Down Earnings, Ep. 355: Adobe Q2 Fiscal Year 2025 earnings analysis – what you need to know ($ADBE)
🎙️ The Drill Down: Adobe Q2 Fiscal Year 2025 Earnings Deep Dive
💡 Beyond the numbers: Unpack Adobe ($ADBE) Q2 Fiscal Year 2025 performance with CEO 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 the industry
Unfiltered information straight from Adobe leadership
🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research
🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!
📺 Full episode: https://www.youtube.com/@DrillDownPod
🐦 Follow Cory: https://x.com/corytv
#ADBE @Adobe #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod
Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 11, 2025 • 9min
Drill Down Earnings, Ep. 354: Oracle Q4 Fiscal 2025 earnings analysis – what you need to know ($ORCL)
🎙️ The Drill Down: Oracle Q4 Fiscal 2025 Earnings Deep Dive
💡 Beyond the numbers: Unpack Oracle ($ORCL) Q4 Fiscal 2025 performance with founder and CTO 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 5 minutes, get:
Key financial highlights
Strategic moves with insight into the industry
Unfiltered information straight from Oracle leadership
🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research
🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!
📺 Full episode: https://www.youtube.com/@DrillDownPod
🐦 Follow Cory: https://x.com/corytv
#ORCL @Oracle #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 9, 2025 • 15min
Ep. #247: Rubrik (RBRK:Nasdaq) CEO Bipul Sinha
The Business of Bouncing Back: Rubrik’s Bipul Sinha on Cyber Resilience
Cyberattacks are inevitable. Rubrik’s mission is making recovery inevitable, too. In this episode, Rubrik CEO Bipul Sinha joins The Drill Down to explain why cybersecurity needs a new playbook—one built around data recovery, not just threat detection. He breaks down the company’s expanding platform strategy, why identity is now core to risk management, and how Rubrik is helping enterprises safely adopt generative AI.
Listen for a clear-eyed view of where cyber resilience is headed, how Rubrik plans to dominate the space, and what it means to win not just before—but after—the breach.
#CyberResilience #Rubrik #DataSecurity #BipulSinha #CyberRecovery #TheDrillDown #TechPodcast #AI #EnterpriseSecurity #RBRK #ZeroTrust #SaaS #Cybersecurity #IdentityResilience
Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 6, 2025 • 6min
Drill Down Earnings, Ep. 353: Broadcom Q2 earnings analysis – what you need to know ($AVGO)
🎙️ The Drill Down: Broadcom Q2 Earnings Deep Dive
💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q2 performance. 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
Unfiltered information straight from Broadcom leadership
🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research
🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!
📺 Full episode: https://www.youtube.com/@DrillDownPod
🐦 Follow Cory: https://x.com/corytv
#AVGO @Broadcom #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod
Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 6, 2025 • 5min
Drill Down Earnings, Ep. 352: Rubrik Q1 earnings analysis – what you need to know ($RBRK)
🎙️ The Drill Down: Rubrik Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Rubrik ($RBRK) Q1 performance with CEO Bipul Sinha. 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
Unfiltered information straight from Rubrik leadership
🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research
🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!
📺 Full episode: https://www.youtube.com/@DrillDownPod
🐦 Follow Cory: https://x.com/corytv
#RBRK @Rubrik #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod
Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 5, 2025 • 5min
Drill Down Earnings, Ep. 351: Mongodb Q1 earnings analysis – what you need to know ($MDB)
🎙️ The Drill Down: Mongodb Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Mongodb ($MDB) Q1 performance with CEO Dev Ittycheria. 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
Unfiltered information straight from Mongodb leadership
🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research
🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!
📺 Full episode: https://www.youtube.com/@DrillDownPod
🐦 Follow Cory: https://x.com/corytv
#MDB @Mongodb #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices