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 4, 2024 • 6min
Drill Down Earnings, Ep. 265: Okta Q3 earnings analysis – what you need to know ($OKTA)
🎙️ The Drill Down: Okta Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Okta ($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
Unfiltered information straight from Okta 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#OKTA @Okta #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 4, 2024 • 6min
Drill Down Earnings, Ep. 264: Box Q3 earnings analysis – what you need to know ($BOX)
🎙️ The Drill Down: Box Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Box ($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
Unfiltered information straight from Box 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#BOX @Box #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 3, 2024 • 6min
Drill Down Earnings, Ep. 263: Zscaler Fiscal Q1 2026 earnings analysis – what you need to know ($ZS)
🎙️ The Drill Down: Zscaler Fiscal Q1 2026 Earnings Deep Dive💡 Beyond the numbers: Unpack Zscaler ($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 insight into the industry
Unfiltered information straight from Zscaler 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#ZS @Zscaler #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
Nov 27, 2024 • 7min
Drill Down Earnings, Ep. 262: Crowdstrike Q3 earnings analysis – what you need to know ($CRWD)
🎙️ The Drill Down: Crowdstrike Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Crowdstrike ($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 highlightsStrategic moves with insight into the industryUnfiltered information straight from Crowdstrike 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#CRWD @Crowdstrike #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
Nov 27, 2024 • 7min
Drill Down Earnings, Ep. 261: Dell Q3 earnings analysis – what you need to know ($DELL)
🎙️ The Drill Down: Dell Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Dell ($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
Unfiltered information straight from Dell 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#DELL @Dell #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
Nov 26, 2024 • 8min
Drill Down Earnings, Ep. 260: Elastic Q2 earnings analysis – what you need to know ($ESTC)
🎙️ The Drill Down: Elastic Q2 Earnings Deep Dive💡 Beyond the numbers: Unpack Elastic ($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 industry
Unfiltered information straight from Elastic 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#ESTC @Elastic #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
Nov 21, 2024 • 6min
Drill Down Earnings, Ep. 259: Palo Alto Networks Q3 earnings analysis – what you need to know ($PANW)
🎙️ The Drill Down: Palo Alto Networks Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Palo Alto Networks ($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 insight into the industry
Unfiltered information straight from Palo Alto Networks 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#PANW @Palo Alto Networks #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
Nov 21, 2024 • 8min
Drill Down Earnings, Ep. 258: NVIDIA Q3 earnings analysis – what you need to know ($NVDA)
🎙️ The Drill Down: NVIDIA Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack NVIDIA ($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
Unfiltered information straight from NVIDIA 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#NVDA @NVIDIA #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
Nov 15, 2024 • 6min
Drill Down Earnings, Ep. 257: Applied Materials Q4 2024 earnings analysis – what you need to know ($AMAT)
Applied Materials showcases a 5% year-over-year revenue growth, driven by better equipment sales and service stability. However, looming restrictions on high-end semiconductor sales to China spark concerns about future prospects. Delving deeper, the analysis highlights the influence of the ICAPS market and the potential slowdown in growth, emphasizing the importance of the Chinese market for revenues. Expert insights provide a comprehensive understanding of the company's financial health and market challenges on the horizon.
Nov 14, 2024 • 7min
Drill Down Earnings, Ep. 256: Cisco Q1 2025 earnings analysis – what you need to know ($CSCO)
🎙️ 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 industry
Unfiltered information straight from Cisco 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#CSCO @Cisco #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
