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
May 7, 2024 • 5min
Drill Down Earnings, Ep. 104: Datadog Q1 earnings essentials ($DDOG)
Instant analysis of Datadog ($DDOG) Q1 earnings, as we hear from CEO Olivier Pomel.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#Datadog#Earnings@Datadog$DDOG#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
May 7, 2024 • 8min
Coherent Q3 earnings essentials ($COHR). Drill Down Earnings, Ep. 103
Instant analysis of Coherent ($COHR) Q3 earnings, as we hear from Coherent EVP Datacom Transceivers, Lee Xu on the triumph of 800Gbs optical transceivers.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#Coherent#Earnings@Coherent$COHR#Technology#Lasers#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
May 7, 2024 • 6min
Drill Down Earnings, Ep. 102: Microchip Q4 earnings essentials ($MCHP)
Instant analysis of Microchip ($MCHP) Q4 earnings, as we hear from CEO Ganesh Moorthy.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#Microchip#Earnings@Microchip$MCHP#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
May 7, 2024 • 6min
Drill Down Earnings, Ep. 101: Lucid Group Q1 earnings essentials ($LCID)
Lucid Group ($LCID) Q1 earnings – will the company go broke? We hear from CEO Peter Rawlinson.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#Lucid Group#Earnings@Lucid Group$LCID#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod#ElectricCar#Tesla#EV#SUV Learn more about your ad choices. Visit megaphone.fm/adchoices
May 6, 2024 • 7min
Drill Down Earnings, Ep. 100: Lumentum Q3 earnings essentials ($LITE)
Instant analysis of Lumentum ($LITE) Q3 earnings, as we hear from CEO Alan Lowe.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#Lumentum#Earnings@Lumentum$LITE#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
May 3, 2024 • 8min
Drill Down Earnings, Ep. 99: Apple Q1 earnings essentials ($AAPL)
Instant analysis of Apple ($AAPL) Q1 earnings, as we hear from CEO Tim Cook.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#Apple#Earnings@Apple$AAPL#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
May 3, 2024 • 6min
Drill Down Earnings, Ep. 98: Cloudflare Q1 earnings essentials ($NET)
Instant analysis of Cloudflare ($NET) Q1 earnings, as we hear from CEO Matt Prince.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#Cloudflare#Earnings@Cloudflare$NET#Technology#Software#CloudComputing#CyberSecurity#Security#AI #ArtificialIntelligence#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
May 3, 2024 • 6min
Drill Down Earnings, Ep. 97: Block Q1 earnings essentials ($SQ)
Instant analysis of Block ($SQ) Q1 earnings, as we hear from CEO Jack Dorsey.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#Block#Earnings@Block$SQ#Technology#Payments#CloudComputing#Chips#Fintech#Crypto#Bitcoin#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
May 3, 2024 • 5min
Drill Down Earnings, Ep. 96: Fortinet Q1 earnings essentials ($FTNT)
Instant analysis of Fortinet ($FTNT) Q1 earnings, as we hear from CEO Ken Xie.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#Fortinet#Earnings@Fortinet$FTNT#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
May 2, 2024 • 5min
Drill Down Earnings, Ep. 95: Paycom Q1 earnings essentials ($PAYC)
Analysis of Paycom ($PAYC) Q1 earnings, as we hear from Chad Richison, founder and CEO.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#Paycom#Earnings@Paycom$PAYC#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
