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
Apr 24, 2024 • 7min
Drill Down Earnings, Ep. 75: A quick look at Vertiv ($VRT) and its Q1 earnings report.
A rapid-fire, insightful look at breaking earnings from Vertiv ($VRT) as we hear from CEO Gio Albertazzi.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#Vertiv#Earnings@Vertiv$VRT#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 24, 2024 • 6min
Drill Down Earnings, Ep. 72: A quick look at Texas Instruments ($TXN) and its Q1 earnings report.
A rapid-fire, insightful look at breaking earnings from Texas Instruments ($TXN) as we hear from Head of IR Dave Pahl.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#Texas Instruments#Earnings@Texas Instruments$TXN#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 24, 2024 • 7min
Drill Down Earnings, Ep. 73: A quick look at Vicor ($VICR) and its Q1 earnings report
A rapid-fire, insightful look at breaking earnings from Vicor ($VICR) as we hear from CEO Patrizio Vinciarelli.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#Vicor#Earnings@Vicor$VICR#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 23, 2024 • 7min
Drill Down Earnings, Ep. 71: A quick look at Spotify ($SPOT) and its Q1 earnings report.
A rapid-fire, insightful look at breaking earnings from Spotify ($SPOT) as we hear from CEO Daniel Ek.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#Spotify#Earnings@Spotify$SPOT#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 23, 2024 • 7min
Cadence Design's Q1 Earnings: What You Need to Know - Drill Down Earnings 71
A rapid-fire, insightful look at breaking earnings from Cadence Design ($CDNS) as we hear from CEO Anirudh Devgan.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#Cadence Design#Earnings@Cadence Design$CDNS#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 19, 2024 • 36min
Ep. 247: nCino CEO Pierre Naudé, ASML, Taiwan Semiconductor Manufacturing and Netflix
Pierre Naudé, nCino CEO, discusses AI in loan approval and banking industry. Analysis of ASML, Taiwan Semiconductor, and Netflix performance. Jake Paul vs. Mike Tyson impact on Netflix subscriptions. nCino's AI tools for credit risk management. Banking sector's innovative strategies and AI technology revolutionizing operations for faster credit decisions.
Apr 19, 2024 • 6min
Netflix Q1 earnings: Revenge of the Mooch! - Drill Down Earnings 70
A rapid-fire, insightful look at breaking earnings from Netflix ($NFLX) as we hear from CEO Ted Serandos.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#Netflix#Earnings@Netflix$NFLX#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 18, 2024 • 7min
Taiwan Semiconductor Q1: Where are the Smartphone sales? - Drill Down Earnings 69
A rapid-fire, insightful look at breaking earnings from Taiwan Semiconductor Manufacturing ($TSM) as we hear from CEO C.C. Wei.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#Taiwan Semiconductor Manufacturing#Earnings@Taiwan Semiconductor Manufacturing$TSM#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 17, 2024 • 6min
ASML Q1 Earnings: China Dominates Sales, Rest of World Falters - Drill Down Earnings 68
A rapid-fire, insightful look at breaking earnings from ASML ($ASML) as we hear from CEO Peter Wennink.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#ASML#Earnings@ASML$ASML#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 12, 2024 • 34min
Ep. 246: Braze CEO Bill Magnuson, Global Life, Apartment Income REIT and Lovesac
They were AI before AI was cool, Braze founder and CEO Bill Magnuson (BRZE). Also Global Life (GL) tanks after a short seller report, Apartment Income REIT (AIRC), where the rich people live, gets billions, and why Lovesac (LOVE) missed estimates and still uses an unusual accounting treatment.https://linktr.ee/drilldownpodFuturum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. It’s business news for business people. Every episode of The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices
