

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

Jan 31, 2024 • 8min
Drill Down Earnings: The very latest as Microsoft (MSFT) reports second quarter fiscal 2024 earnings.
A detailed look at the breaking earnings from Microsoft (MSFT), with a look at the business story behind these earnings and some insight from CEO Satya Nadella.https://linktr.ee/drilldownpodThe Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s 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

Jan 31, 2024 • 8min
Drill Down Earnings: The very latest as Alphabet (GOOG) reports fourth quarter earnings.
A detailed look at the breaking earnings from Alphabet (GOOG), with a look at the business story behind these earnings and we hear from CEO Sundar Pichai about the risk of artificial intelligence cannibalizing search.https://linktr.ee/drilldownpodThe Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s 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

Jan 25, 2024 • 33min
Ep. 238: Samsara CEO Sanjit Biswas, IBM, ServiceNow and ASML.
Sanjit Biswas, CEO of Samsara, discusses AI in logistics, connecting physical operations to the cloud, and the challenges of starting a company from scratch. IBM and ServiceNow's financial performance is explored, along with the impact of export controls on chip equipment sales to China. The flexibility of work and access to talent is also discussed.

Jan 4, 2024 • 33min
Ep. 237: Marqeta CEO Simon Khalaf, Affirm and insider buying at Highpeak Energy and Texas Pacific Land Corporation.
Our big interview with Marqeta CEO Simon Khalaf (MQ) where he talks about life with a new Block/Square deal. Also insider buying at Highpeak Energy (HPK) and Texas Pacific Land Corporation (TPL) and Affirm (AFRM) insists that it won’t become a full-fledged bank.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

Dec 22, 2023 • 36min
Ep. 236: Travel + Leisure CEO Mike Brown, Bristol-Myers Squibb, Winnebago Industries and Micron.
Our big interview with timeshare Travel + Leisure CEO Mike Brown (TNL). AlsoBristol-Myers Squibb (BMY) spends $14 billion to attack schizophrenia and, quietly, Alzheimer's, Winnebago Industries (WGO) makes a turn with interest rates falling, and semiconductor powerhouse Micron (MU) shows a soft spot in short term results, but the long term looks very different.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

Dec 14, 2023 • 40min
Ep. 235: IonQ CEO Peter Chapman, iRhythm technologies, Johnson Controls International and Adobe.
The future of quantum computing with IonQ CEO Peter Chapman (IonQ). AlsoiRhythm technologies (IRTC) still waiting for the FDA – and profits. Johnson Controls International (JCI) is the Nvidia of HVAC and what wink-wink-nudge-nudge of Adobe (ADBE) guidance.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

Dec 7, 2023 • 24min
Artificial Intelligence Data Management with VAST Data CEO Renen Hallak - Drill Down Insider Ep. One:
Drilling Down to understand the fascinating world of Artificial Intelligence Data Management with VAST Data CEO Renen HallakFuturum’s The Drill Down Insider with Cory Johnson offers a regular inside look at the technology that is changing the world of business with the insiders creating that technology.It’s business news for business people. The Drill Down Insider 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

Dec 7, 2023 • 32min
Ep. 234: Ethan Allen CEO Farooq Kathwari, SentinelOne, MongoDB and J.M. Smucker.
Farooq Kathwari, CEO of Ethan Allen, shares his innovative strategy focused on reshoring and local manufacturing, revealing how the company is adapting to global changes by operating in Mexico and Honduras while retaining a U.S. presence. The discussion also delves into SentinelOne's battle against AI-enhanced hacking, the financial health of MongoDB, and J.M. Smucker's flavorful merger with Hostess. Through advanced operational strategies and commitment to quality, Kathwari highlights the future of the furniture industry amidst evolving market challenges.

Nov 30, 2023 • 36min
Ep. 233: Blink Charging CEO Brendan Jones, Crocs, Synopsys and Workday.
Are electric cars losing their charge? Our big interview with Blink Charging CEO Brendan Jones (BLNK). Also Crocs (CROX) kicks off HeyDude expectations and the stock surges, Synopsys (SNPS) smart plan to expand its Artificial Intelligence semiconductor business and Workday (WDAY) says AI will close deals faster – now!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

Nov 16, 2023 • 36min
Ep. 232: AvePoint CEO T.J. Jiang, Beauty Health, Paycor HCM and Amdocs.
An interview with AvePoint CEO T.J. Jiang (AVPT) a company getting data ready for artificial intelligence. Also Beauty Health (SKIN) maker of the HydraFacial springs a leak, Paycor HCM (PYCR) sees sales growth slowdown, and Amdocs (DOX) brings generative AI to telcos, with the help of Nvidia (NVDA).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.Brought to you by:Braintrust, a global talent network that matches highly skilled technical freelancers with the world's most reputable brands. Braintrust has helped clients like Bank of America, Goldman Sachs, Porsche, Under Armour and more build agile tech teams fast, at a fraction of the cost. Braintrust.com/drilldown Learn more about your ad choices. Visit megaphone.fm/adchoices


