
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

Feb 6, 2025 • 4min
Drill Down Earnings, Ep. 288: Qualcomm Q1 earnings analysis – what you need to know ($QCOM)
🎙️ The Drill Down: Qualcomm Q1 Earnings Deep Dive💡 Beyond the numbers: Unpack Qualcomm ($QCOM) Q1 performance with CEO Cristiano Amon. 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 Qualcomm 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#QCOM @Qualcomm #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

Feb 6, 2025 • 5min
Drill Down Earnings, Ep. 287: Coherent Q2 2025 earnings analysis – what you need to know ($COHR)
🎙️ The Drill Down: Coherent Q2 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack Coherent ($COHR) Q2 2025 performance with CEO Jim Anderson. 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 Coherent 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#COHR @Coherent #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

Feb 5, 2025 • 5min
Drill Down Earnings, Ep. 286: Alphabet Q4 earnings analysis – what you need to know ($GOOG)
🎙️ The Drill Down: Alphabet Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Alphabet ($GOOG) Q4 performance with CEO Sundar Pichai. 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 Alphabet 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#GOOG @Alphabet #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

Feb 5, 2025 • 5min
Drill Down Earnings, Ep. 285: Snap Q4 earnings analysis – what you need to know ($SNAP)
🎙️ The Drill Down: Snap Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Snap ($SNAP) Q4 performance with CEO Evan Spiegel. 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 Snap 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#SNAP @Snap #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

Feb 4, 2025 • 6min
Drill Down Earnings, Ep. 284: Advanced Micro Devices Q4 earnings analysis – what you need to know ($AMD)
🎙️ The Drill Down: Advanced Micro Devices Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Advanced Micro Devices ($AMD) Q4 performance with CEO Lisa Su. 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 Advanced Micro Devices 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#AMD @Advanced Micro Devices #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

Feb 4, 2025 • 7min
Drill Down Earnings, Ep. 283: Fabrinet Q2 earnings analysis – what you need to know ($FN)
🎙️ The Drill Down: Fabrinet Q2 Earnings Deep Dive💡 Beyond the numbers: Unpack Fabrinet ($FN) Q2 performance with 🇮🇪 CEO Seamus Grady. 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 Fabrinet 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#FN @Fabrinet #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

Feb 4, 2025 • 6min
Drill Down Earnings, Ep. 282: Palantir Q4 earnings analysis – what you need to know ($PLTR)
🎙️ The Drill Down: Palantir Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Palantir ($PLTR) Q4 performance with CEO Alex Karp. 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 Palantir 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#PLTR @Palantir #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

Jan 31, 2025 • 7min
Drill Down Earnings, Ep. 281: Apple Q1 2025 earnings analysis – what you need to know ($AAPL)
🎙️ The Drill Down: Apple Q1 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack Apple ($AAPL) Q1 2025 performance with CEO Tim Cook. 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 Apple 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#AAPL @Apple #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

Jan 30, 2025 • 5min
Drill Down Earnings, Ep. 280: Intel Q4 earnings analysis – what you need to know ($INTC)
🎙️ The Drill Down: Intel Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Intel ($INTC) Q4 performance with CEO co-CEO Michelle Johnston Holthaus. 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 Intel 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#INTC @Intel #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

Jan 30, 2025 • 4min
Drill Down Earnings, Ep. 279: IBM Q4 earnings analysis – what you need to know ($IBM)
🎙️ The Drill Down: IBM Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack IBM ($IBM) Q4 performance with CEO Arvind Krishna. 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 IBM 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#IBM @IBM #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