
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

Mar 25, 2025 • 9min
The Drill Down Insider, with NIST's Justin Senseney
At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Justin Senseney to explore how NIST is shaping the next generation of cybersecurity frameworks. 🏗️🔍 As cyber threats evolve, so must the methodologies designed to combat them.Senseney discusses how NIST is improving security intelligence, automating threat response, and strengthening resilience against sophisticated adversarial tactics. He highlights emerging methodologies for real-time anomaly detection, adaptive risk assessments, and AI-driven security automation. Collaboration is key, and Senseney explains how public-private partnerships are accelerating security innovation and ensuring best practices are widely adopted across industries handling critical infrastructure.Cybersecurity is a moving target—stay ahead by subscribing to Drill Down Insider. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 25, 2025 • 9min
The Drill Down Insider, with NIST's Justin Senseney
At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Justin Senseney to explore how NIST is shaping the next generation of cybersecurity frameworks. 🏗️🔍 As cyber threats evolve, so must the methodologies designed to combat them.Senseney discusses how NIST is improving security intelligence, automating threat response, and strengthening resilience against sophisticated adversarial tactics. He highlights emerging methodologies for real-time anomaly detection, adaptive risk assessments, and AI-driven security automation. Collaboration is key, and Senseney explains how public-private partnerships are accelerating security innovation and ensuring best practices are widely adopted across industries handling critical infrastructure.Cybersecurity is a moving target—stay ahead by subscribing to Drill Down Insider. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 25, 2025 • 11min
The Drill Down Insider, with the U.S. Army’s Hussein Johnson
Zero Trust isn’t a one-time fix—it’s a continuous evolution. At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider spoke with Hussein Johnson, Senior Cybersecurity Analyst for the U.S. Army, about the Department of Defense’s structured approach to Zero Trust. 🛡️🔑Johnson explains how the Army is embedding Zero Trust principles across its vast digital infrastructure, with a full deployment goal by 2027. He breaks down the policy challenges, risk governance frameworks, and the role of automation in enforcing least-privilege access at scale. Drawing from real-world adversarial threats, he highlights the interplay between identity, access management, and segmentation—crucial elements in modern cybersecurity strategy.Want to know how top security minds are implementing Zero Trust? Subscribe to Drill Down Insider. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 25, 2025 • 5min
The Drill Down Insider, with Lawrence Livermore National Lab’s Ian Lee
Supercomputers power some of the most advanced research in the world—but securing them is no easy task. At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider spoke with Ian Lee, HPC Cybersecurity Architect at Lawrence Livermore National Laboratory, about the unique challenges of securing high-performance computing (HPC) environments. ⚡🖥️Lee breaks down how Livermore Lab ensures compliance with DOE and federal cybersecurity requirements while protecting its massive computing infrastructure. He explains why traditional security models don’t always apply to supercomputers and how open-source tools are playing a critical role in safeguarding research and national security data. From tracking threats in complex networked environments to mitigating vulnerabilities in real time, this conversation provides a rare glimpse into the intersection of HPC and cybersecurity.For more expert discussions on technology and security, subscribe to Drill Down Insider. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 25, 2025 • 10min
The Drill Down Insider, with Elastic's Bill Wright
At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider caught up with Bill Wright to discuss how Elastic’s technology is uniquely positioned to help public sector clients navigate complex data challenges. 🏛️🔐 Governments don’t just need more data—they need the right data, in the right hands, at the right time.Wright explains how Elastic’s Search AI powered observability solution provides visibility across vast networked environments, helping agencies make better decisions and improve security. He also highlights the unique factors public sector clients must consider when selecting technology tools—factors that private sector companies don’t always have to navigate. From compliance challenges to real-world success stories, this conversation explores how smarter data management leads to better government outcomes.For more conversations on the future of public sector tech, subscribe to Drill Down Insider. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 25, 2025 • 14min
The Drill Down Insider, with Elastic's Chris Townsend
At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Chris Townsend to discuss how Elastic’s technology is transforming data into actionable intelligence. 📊🔎 Townsend explains how Elastic helps clients—both government and private sector—unlock efficiencies and improve decision-making by providing better access to their data.Data security is paramount for public sector clients, and Townsend highlights how Elastic’s approach ensures greater data protection while delivering real-time insights. He also delves into the key differences in serving government agencies versus private companies and why those distinctions matter. With Elastic’s Search AI Platform, Elastic is helping clients get better data and, ultimately, better outcomes.For more insights on how data is shaping the future of business and government, subscribe to Drill Down Insider. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 22, 2025 • 11min
The Drill Down Insider, with Elastic's Ash Kulkarni
The Drill Down Insider sat down with Elastic CEO Ash Kulkarni at the Elastic Public Sector Summit in Washington, D.C., to explore how AI, when implemented correctly, can be a powerful tool for cost savings and operational efficiency. 🧠💡 Kulkarni explains how Elastic’s smarter Search AI functions help enterprises and government agencies make sense of the overwhelming flood of data—separating signal from noise in a way that competitors can’t match. He shares real-world examples of how government clients are leveraging Elastic’s Search AI Platform with its security and observability solutions to unlock new efficiencies.AI isn’t just about automation—it’s about relevance. Kulkarni breaks down how organizations can extract meaningful insights from unstructured data and how Elastic is positioning itself as a leader in the AI-enabled world. 🔍⚡Subscribe to Drill Down Insider for more deep dives into AI and enterprise technology. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 14, 2025 • 5min
Drill Down Earnings, Ep. 319: Rubrik Q4 earnings analysis – what you need to know ($RBRK)
Dive into Rubrik's impressive Q4 earnings, showcasing outstanding revenue growth and their innovative subscription model. Discover how the company is reshaping data security amidst the Gen.ai transformation. Also, explore the rising importance of cybersecurity as firms adapt to AI and cloud solutions, with a strategic focus on product development and acquisitions in this space. Gain insights directly from Rubrik's leadership and expert analysis that reveals the underlying business dynamics.

Mar 13, 2025 • 8min
Drill Down Earnings, Ep. 317: Oracle Q3 earnings analysis – what you need to know ($ORCL)
🎙️ The Drill Down: Oracle Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Oracle ($ORCL) Q3 performance with CEO Chairman & CTO Larry Ellison. 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 Oracle 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#ORCL @Oracle #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

Mar 12, 2025 • 5min
Drill Down Earnings, Ep. 318: Adobe Q1 earnings analysis – what you need to know ($ADBE)
🎙️ The Drill Down: Adobe Q1 Earnings Deep Dive💡 Beyond the numbers: Unpack Adobe ($ADBE) Q1 performance with CEO Shantanu Narayen. 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 Adobe 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#ADBE @Adobe #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