The Drill Down
Cory Johnson
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.
Episodes
Mentioned books
Dec 20, 2024 • 7min
Drill Down Earnings, Ep. 273: Micron Technology Q1 2025 earnings analysis – what you need to know ($MU).
🎙️ The Drill Down: Micron Technology Q1 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack Micron Technology ($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 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
Dec 13, 2024 • 5min
Drill Down Earnings, Ep. 272: Broadcom Q4 2024 earnings analysis – what you need to know ($AVGO)
🎙️ The Drill Down: Broadcom Q4 2024 Earnings Deep Dive💡 Beyond the numbers: Unpack Broadcom ($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 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
Dec 12, 2024 • 6min
Drill Down Earnings, Ep. 271: Adobe Q4 2024 earnings analysis – what you need to know ($ADBE).
🎙️ The Drill Down: Adobe Q4 2024 Earnings Deep Dive💡 Beyond the numbers: Unpack Adobe ($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 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
Dec 10, 2024 • 8min
Drill Down Earnings, Ep. 269: Oracle Q2 Fiscal Year 2025 earnings analysis – what you need to know ($ORCL)
🎙️ The Drill Down: Oracle Q2 Fiscal Year 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack Oracle ($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 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 #Software #AI #DataCenter #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
Dec 10, 2024 • 6min
Drill Down Earnings, Ep. 270: C3.ai Q2 2025 earnings analysis – what you need to know ($AI)
🎙️ The Drill Down: C3.ai Q2 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack C3.ai ($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 industry
Unfiltered information straight from C3.ai 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#AI @C3.ai #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
Dec 6, 2024 • 6min
Drill Down Earnings, Ep. 267: Hewlett Packard Enterprise Q4 earnings analysis – what you need to know ($HPE)
🎙️ The Drill Down: Hewlett Packard Enterprise Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($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
Strategic moves with insight into the industry
Unfiltered information straight from Hewlett Packard Enterprise 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#HPE @Hewlett Packard Enterprise #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
Dec 6, 2024 • 18min
The Drill Down Insider: Synopsys CFO Shelagh Glaser
🎙️ 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 advanced technologies
Leading through transformative changes like mergers, spinoffs, and a CEO transition
Fostering cross-functional collaboration between finance and engineering
Synopsys' vision for empowering chip designers in the age of AI
🧠 The Drill Down Insider brings you an unfiltered, behind-the-scenes look at one of tech's most dynamic leaders. Join Cory Johnson as he drills down into the strategic decisions, technical innovations and leadership insights propelling technology-driven change.Don't miss this compelling conversation that gets to the heart of how Yext is 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #Synopsys @Synopsys #SNPS #AIChipDesign #FinanceAndEngineering #InspiredLeadership #ManagingChange #CollaborationInTech #Semiconductors #AIPoweredTools #FinanceOptimism #EngineeringInnovation #ChiefFinancialOfficer #CFO #WomenInFinance #WomenInTech @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 5, 2024 • 7min
Drill Down Earnings, Ep. 266: Synopsys Q4 earnings analysis – what you need to know ($SNPS)
🎙️ The Drill Down: Synopsys Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Synopsys ($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 industry
Unfiltered information straight from Synopsys 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#SNPS @Synopsys #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
Dec 5, 2024 • 23min
Drill Down Insider w. Yext CEO Michael Walrath
🎙️ 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.🔍 In this revealing episode, Johnson and Walrath unpack:
How Yext's AI-powered search platform is transforming how businesses manage and deliver digital information
The challenges and opportunities of integrating generative AI into enterprise search solutions
Walrath's unique leadership philosophy in driving Yext's innovation
The future of answers and knowledge management in the digital age
🧠 The Drill Down Insider brings you an unfiltered, behind-the-scenes look at one of tech's most dynamic leaders. Join Cory Johnson as he drills down into the strategic decisions, technical innovations, and leadership insights driving Yext's evolution in the AI-powered search space.Don't miss this compelling conversation that gets to the heart of how Yext is revolutionizing the way businesses connect with their customers through intelligent search solutions.📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #YEXT @Yext #AnswersPlatform #KnowledgeManagement #EnterpriseSearch #AISearch #GenAI #CustomerExperience #DigitalTransformation #BusinessAI #SearchTechnology #KnowledgeGraph #TechLeadership #SaaS #NYSE #EnterpriseAI #CEOInterviews @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 4, 2024 • 22min
Drill Down Insider w. Elastic CEO Ash Kulkarni The story of Elastic’s essential service to the world of AI ($ESTC).
🎙️ 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 intelligence.🔍 In this revealing episode, Johnson and Kulkarni unpack:
Elastic's transformation into an AI-first enterprise platform
The challenges and opportunities of integrating generative AI into search technology
Kulkarni's unique leadership philosophy in the rapidly evolving AI landscape
The future of vectorization of data
🧠 The Drill Down Insider brings you an unfiltered, behind-the-scenes look at one of tech's most dynamic leaders. Join Cory Johnson as he drills down into the strategic decisions, technical innovations, and leadership insights driving Elastic's AI evolution.Don't miss this compelling conversation that gets to the heart of how established tech companies are navigating the AI and technology-driven change.📺 Full episode: https://www.youtube.com/@DrillDownPod🐦 Follow Cory: https://x.com/corytv#ESTC @Elastic #SoftwareStocks #TechInvesting #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #MachineLearning #AI #ArtificialIntelligence #Search #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
