
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

Sep 4, 2024 • 7min
Drill Down Earnings, Ep. 210: Hewlett Packard Enterprise Q3 earnings essentials ($HPE)
Instant analysis of Hewlett Packard Enterprise ($HPE) Q3 earnings, as we hear from CEO Antonio Neri. 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#Hewlett Packard Enterprise#Earnings@Hewlett Packard Enterprise$HPE#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 4, 2024 • 16min
Drill Down Insider, Infleqtion CEO Mathew Kinsella and a look at the PRESENT and quantum technology
In this episode, we sit down with Mathew Kinsella, CEO of Infleqtion, to explore the exciting world of quantum technology. Beyond the buzz about quantum computing, Mathew sheds light on the broader applications of quantum technology that are already making a real impact.We delve into specific examples across defense, telecom, enterprise, and more, showcasing the diverse range of industries benefiting from quantum advancements. Mathew also discusses the immense market opportunity and the growing competition, including the entry of tech giants like NVIDIA.Finally, we explore the intriguing relationship between quantum technology and artificial intelligence, understanding how these two transformative fields can complement and enhance each other.Join us as we uncover the exciting potential of quantum technology and learn how it's shaping the future.#quantumtechnology#quantumcomputing#quantumphysics#quantumleap#quantumfuture#quantumapplications#quantumdefense#quantumtelecom#quantumenterprise#quantumAI@Infleqtion#MathewKinsella#podcast#interview Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 4, 2024 • 6min
Drill Down Earnings, Ep. 209: Zscaler Q4 earnings essentials ($ZS)
Instant analysis of Zscaler ($ZS) Q4 earnings, as we hear from CEO Jay Chaudhry. 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#Zscaler#Earnings@Zscaler$ZS#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 3, 2024 • 19min
Drill Down Insider, Elastic's CEO Ash Kulkarni on the Future of Enterprise Search
In this episode, we dive deep into the innovative world of AI-driven enterprise search with Ash Kulkarni, CEO of Elastic. Ash shares insights on how Elastic is leveraging AI to transform the way businesses search, analyze, and act on their data.Key Topics:- Elastic's AI Journey: Learn about Elastic's strategic shift towards AI and the company's vision for the future.- AI-Powered Search: Discover how Elastic's AI capabilities are enhancing search results, improving user experiences, and driving business outcomes.- Enterprise Applications: Explore the diverse range of industries and use cases where Elastic's AI solutions are making a significant impact.- The Future of AI in Enterprise: Gain insights into Ash's perspective on the evolving landscape of AI and its potential to revolutionize businesses.Listen to this episode to:- Understand the role of AI in modern enterprise search.- Discover how Elastic is leading the way in AI-driven solutions.- Gain valuable insights from a seasoned industry leader.Don't miss this exciting conversation with Ash Kulkarni.More than “beat” or “miss” –the Drill Down Insider with chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#Elastic#Earnings@Elastic$ESTC#Technology#Software#CloudComputing#AI #ArtificialIntelligence#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 30, 2024 • 5min
Drill Down Earnings, Ep. 208: Elastic Q1 earnings essentials ($ESTC)
Elastic's Q1 Earnings: Revenue Soars, Customer Growth Woes.Instant analysis of Elastic ($ESTC) Q1 earnings, as we hear from CEO Ash Kulkarni. 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#Elastic#Earnings@Elastic$ESTC#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 30, 2024 • 5min
Drill Down Earnings, Ep. 206: Dell Q2 earnings essentials ($DELL)
Instant analysis of Dell ($DELL) Q2 earnings, as we hear from CEO Michael Dell. 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#Dell#Earnings@Dell$DELL#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 30, 2024 • 5min
Drill Down Earnings, Ep. 207: Autodesk Q2 earnings essentials ($ADSK)
Instant analysis of Autodesk ($ADSK) Q2 earnings, as we hear from CEO Andrew Anagnost. 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#Autodesk#Earnings@Autodesk$ADSK#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 29, 2024 • 6min
Drill Down Earnings, Ep. 205: Salesforce Q2 earnings essentials ($CRM)
Instant analysis of Salesforce ($CRM) Q2 earnings, as we hear from CEO Marc Benioff. 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#Salesforce#Earnings@Salesforce$CRM#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 29, 2024 • 6min
Drill Down Earnings, Ep. 204: Crowdstrike Q2 earnings essentials ($CRWD)
Instant analysis of Crowdstrike ($CRWD) Q2 earnings, as we hear from CEO George Kurtz. 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#Crowdstrike#Earnings@Crowdstrike$CRWD#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 29, 2024 • 8min
Drill Down Earnings, Ep. 203: NVIDIA Q2 earnings essentials ($NVDA)
Instant analysis of NVIDIA ($NVDA) Q2 earnings, as we hear from CEO Jensen Huang. 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#NVIDIA#Earnings@NVIDIA$NVDA#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices