
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

Oct 31, 2024 • 6min
Drill Down Earnings, Ep. 240: Mobileye Q3 earnings analysis – what you need to know ($MBLY)
🎙️ The Drill Down: Mobileye Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Mobileye ($MBLY) Q3 performance with Amnon Shashua. 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 Mobileye 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#MBLY @Mobileye #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 31, 2024 • 7min
Drill Down Earnings, Ep. 239: Meta Q3 earnings analysis – what you need to know ($META)
🎙️ The Drill Down: Meta Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Meta ($META) Q3 performance with Mark Zuckerberg. 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 Meta 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#META @Meta #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 31, 2024 • 7min
Drill Down Earnings, Ep. 238: Twillio Q3 earnings analysis – what you need to know ($TWLO)
🎙️ The Drill Down: Twillio Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Twillio ($TWLO) Q3 performance with Khozema Shipchandler. 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 Twillio 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#TWLO @Twillio #CustomerEngagement #TechInvesting #Email #StockMarketAnalysis #InvestorInsights #EarningsGuide #SanFrancisco #DataCenter #Chips #AI #ArtificialIntelligence #SMS #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 31, 2024 • 6min
Drill Down Earnings, Ep. 236: KLA Q1 2025 earnings analysis – what you need to know ($KLAC)
🎙️ The Drill Down: KLA Q1 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack KLA ($KLAC) Q1 2025 performance with Rick Wallace. 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 KLA 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#KLAC @KLA #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 31, 2024 • 4min
Drill Down Earnings, Ep. 237: Microsoft Q4 earnings analysis – what you need to know ($MSFT)
🎙️ The Drill Down: Microsoft Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q4 performance with 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 the industry
Unfiltered information straight from Microsoft 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#MSFT @Microsoft #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 30, 2024 • 6min
Drill Down Earnings, Ep. 235: ADVANCED MICRO DEVICES Q3 earnings analysis – what you need to know ($AMD)
🎙️ The Drill Down: ADVANCED MICRO DEVICES Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack ADVANCED MICRO DEVICES ($AMD) Q3 performance with 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 with insight into the industry
Unfiltered information straight from ADVANCED MICRO DEVICES 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#AMD @ADVANCED MICRO DEVICES #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 30, 2024 • 5min
Drill Down Earnings, Ep. 234: Snap Q3 earnings analysis – what you need to know ($SNAP)
🎙️ The Drill Down: Snap Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Snap ($SNAP) Q3 performance with 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
Unfiltered information straight from Snap 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#SNAP @Snap #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 29, 2024 • 5min
Drill Down Earnings, Ep. 233: Alphabet Q3 earnings analysis – what you need to know ($GOOG)
🎙️ The Drill Down: Alphabet Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Alphabet ($GOOG) Q3 performance with 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 industry
Unfiltered information straight from Alphabet 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#GOOG @Alphabet #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 29, 2024 • 5min
Drill Down Earnings, Ep. 232: Corning Q3 earnings analysis – what you need to know ($GLW)
🎙️ The Drill Down: Corning Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Corning ($GLW) Q3 performance with Wendell Weeks. 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 Corning 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#GLW @Corning #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 28, 2024 • 5min
Drill Down Earnings, Ep. 231: Cadence Design Systems Q3 earnings analysis – what you need to know ($CDNS)
🎙️ The Drill Down: Cadence Design Systems Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q3 performance with Anirudh Devgan. 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 Cadence Design Systems 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#CDNS @Cadence Design Systems #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices