
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 22, 2024 • 5min
Drill Down Earnings, Ep. 220: SAP Q3 earnings essentials ($SAP)
Instant analysis of SAP ($SAP) Q3 earnings, as we hear from CEO Christian Klein. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#SAP#Earnings@SAP$SAP#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 16, 2024 • 7min
Drill Down Earnings, Ep. 219: ASML Q3 earnings essentials ($ASML)
🎙️ The Drill Down: ASML Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack ASML ($ASML) Q3 performance with Christophe Forquet. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move.🔍 In just 5 minutes, get:
Key financial highlights
Strategic moves with insight into the industry
Unfiltered information straight from ASML 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#ASML @ASML #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 26, 2024 • 7min
Drill Down Earnings, Ep. 218: Micron Technology Q4 2024 earnings essentials ($MU)
Instant analysis of Micron Technology ($MU) Q4 2024 earnings, as we hear from CEO Sanjay Mehrotra. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#Micron Technology#Earnings@Micron Technology$MU#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 12, 2024 • 6min
Drill Down Earnings, Ep. 217: Adobe Q3 earnings essentials ($ADBE)
Instant analysis of Adobe ($ADBE) Q3 earnings, as we hear from CEO Shantanu Narayen. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#Adobe#Earnings@Adobe$ADBE#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 10, 2024 • 5min
Drill Down Earnings, Ep. 216: GameStop Q2 earnings essentials ($GME)
GameStop's Q2 Earnings: Business Stinks, Stock Sales RockInstant analysis of GameStop ($GME) Q2 earnings, as we hear from CEO Ryan Cohen. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#GameStop#Earnings@GameStop$GME#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 9, 2024 • 7min
Drill Down Earnings, Ep. 215: Oracle Q1 FY 2025 earnings essentials ($ORCL)
Instant analysis of Oracle ($ORCL) Q1 FY 2025 earnings, as we hear from CEO chief technology officer and founder Larry Ellison. More than “beat” or “miss” –the Drill Down Earnings with chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#Oracle#Earnings@Oracle$ORCL#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 9, 2024 • 6min
Drill Down Earnings, Ep. 214: Broadcom Q3 earnings essentials ($AVGO)
Broadcom Q3: How weak device sales hid strong AI revenues. Instant analysis of Broadcom ($AVGO) Q3 earnings, as we hear from CEO Hock Tan. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#Broadcom#Earnings@Broadcom$AVGO#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 5, 2024 • 5min
Drill Down Earnings, Ep. 213: Docusign Q2 earnings essentials ($DOCU)
Instant analysis of Docusign ($DOCU) Q2 earnings, as we hear from CEO Allan Thygesen. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#Docusign#Earnings@Docusign$DOCU#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 5, 2024 • 5min
Drill Down Earnings, Ep. 212: Smartsheet Q2 earnings essentials ($SMAR)
Instant analysis of Smartsheet ($SMAR) Q2 earnings, as we hear from CEO Mark Mader. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#Smartsheet#Earnings@Smartsheet$SMAR#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 5, 2024 • 7min
Drill Down Earnings, Ep. 211: C3.ai Q1 earnings essentials ($AI)
Instant analysis of C3.ai ($AI) Q1 earnings, as we hear from CEO Tom Siebel. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#C3.ai#Earnings@C3.ai$AI#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices