

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

Jun 5, 2025 • 5min
Drill Down Earnings, Ep. 351: Mongodb Q1 earnings analysis – what you need to know ($MDB)
🎙️ The Drill Down: Mongodb Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Mongodb ($MDB) Q1 performance with CEO Dev Ittycheria. 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 Mongodb 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
#MDB @Mongodb #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

Jun 4, 2025 • 4min
Drill Down Earnings, Ep. 350: CrowdStrike Q1 earnings analysis – what you need to know ($CRWD)
🎙️ The Drill Down: CrowdStrike Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack CrowdStrike ($CRWD) Q1 performance with CEO 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 highlights
Strategic moves with insight into the industry
Unfiltered 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

Jun 4, 2025 • 4min
Drill Down Earnings, Ep. 349: Hewlett Packard Enterprise Q2 Fiscal Year 2025 earnings analysis – what you need to know ($HPE)
🎙️ The Drill Down: Hewlett Packard Enterprise Q2 Fiscal Year 2025 Earnings Deep Dive
💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q2 Fiscal Year 2025 performance with CEO 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

Jun 3, 2025 • 23min
Drill Down Insider: Elastic CEO Ash Kulkarni ($ESTC)
Elastic (NYSE: ESTC) is quietly becoming the infrastructure layer for enterprise AI—from search to security to GenAI applications. In this episode, CEO Ash Kulkarni joins us to break down how Elastic’s hybrid model, technical innovation, and deep cloud partnerships are driving real business adoption of AI at scale. We cover vector databases, BBQ quantization, the future of RAG, and why being cloud-agnostic is a competitive advantage in an AI-first world.
#ElasticSearch #GenAI #EnterpriseAI #VectorDatabase #CloudComputing #Observability #CyberSecurity #HybridCloud #ESTC #TechPodcast #AshKulkarni #AIInfrastructure #SearchPlatform #Earnings #SaaS #AccountingTech #AssetManagement #CoryJohnson
Learn more about your ad choices. Visit megaphone.fm/adchoices

May 30, 2025 • 6min
Drill Down Earnings, Ep. 348: Dell Technologies Q1 Fiscal Year 2026 earnings analysis – what you need to know ($DELL)
🎙️ The Drill Down: Dell Technologies Q1 Fiscal Year 2026 Earnings Deep Dive
💡 Beyond the numbers: Unpack Dell Technologies ($DELL) Q1 Fiscal Year 2026 performance with COO Jeff Clark. 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 Technologies 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 Technologies #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

May 30, 2025 • 7min
Drill Down Earnings, Ep. 347: Elastic Q4 Fiscal 2025 earnings analysis – what you need to know ($ESTC)
🎙️ The Drill Down: Elastic Q4 Fiscal 2025 Earnings Deep Dive
💡 Beyond the numbers: Unpack Elastic ($ESTC) Q4 Fiscal 2025 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

May 30, 2025 • 6min
Drill Down Earnings, Ep. 346: Zscaler Q4 Fiscal Year 2025 earnings analysis – what you need to know ($ZS)
🎙️ The Drill Down: Zscaler Q4 Fiscal Year 2025 Earnings Deep Dive
💡 Beyond the numbers: Unpack Zscaler ($ZS) Q4 Fiscal Year 2025 performance with CEO 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

May 30, 2025 • 6min
Drill Down Earnings, Ep. 344: HP Q2 earnings analysis – what you need to know ($HPQ)
🎙️ The Drill Down: HP Q2 Earnings Deep Dive
💡 Beyond the numbers: Unpack HP ($HPQ) Q2 performance with CEO Enrique Lores. 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 HP 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
#HPQ @HP #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

May 30, 2025 • 6min
Drill Down Earnings, Ep. 343: Salesforce Q1 earnings analysis – what you need to know ($CRM)
🎙️ The Drill Down: Salesforce Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Salesforce ($CRM) Q1 performance with CEO Marc Benioff. 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 Salesforce 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
#CRM @Salesforce #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

May 29, 2025 • 7min
Drill Down Earnings, Ep. 342: NVIDIA Q1 earnings analysis – what you need to know ($NVDA)
🎙️ The Drill Down: NVIDIA Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q1 performance with CEO 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