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
Feb 20, 2025 • 7min
Drill Down Earnings, Ep. 302: Cadence Design Systems Q4 earnings analysis – what you need to know ($CDNS)
🎙️ The Drill Down: Cadence Design Systems Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q4 performance with CEO Anirudh Devgan, PhD. 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 Cadence Design Systems 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#CDNS @Cadence Design Systems #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 19, 2025 • 10min
Drill Down Earnings, Ep. 301: Arista Networks Q4 earnings analysis – what you need to know ($ANET)
🎙️ The Drill Down: Arista Networks Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Arista Networks ($ANET) Q4 performance with CEO Jayshree Ullal. 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 Arista Networks 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#ANET @Arista Networks #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 15, 2025 • 7min
Drill Down Earnings, Ep. 300 (!): Cisco Systems Q2 Fiscal Year 2025 earnings analysis – what you need to know ($CSCO)
🎙️ The Drill Down: Cisco Systems Q2 Fiscal Year 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack Cisco Systems ($CSCO) Q2 Fiscal Year 2025 performance. 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 Cisco Systems 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#CSCO @Cisco Systems #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 15, 2025 • 6min
Drill Down Earnings, Ep. 299: Applovin Q4 earnings analysis – what you need to know ($APP)
🎙️ The Drill Down: Applovin Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Applovin ($APP) Q4 performance with CEO Adam Foroughi. 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 Applovin 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#APP @Applovin #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 13, 2025 • 9min
Drill Down Earnings, Ep. 298: Vertiv Q4 earnings analysis – what you need to know ($VRT)
🎙️ The Drill Down: Vertiv Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Vertiv ($VRT) Q4 performance with CEO Giordano Albertazzi. 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 Vertiv 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#VRT @Vertiv #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 12, 2025 • 8min
Drill Down Earnings, Ep. 297: Super Micro Computer Q4 earnings analysis – what you need to know ($SMCI)
🎙️ The Drill Down: Super Micro Computer Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Super Micro Computer ($SMCI) Q4 performance with CEO Charles Liang. 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 Super Micro Computer 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#SMCI @Super Micro Computer #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 12, 2025 • 5min
Drill Down Earnings, Ep. 296: Globalfoundries Q4 earnings analysis – what you need to know ($GFS)
🎙️ The Drill Down: Globalfoundries Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Globalfoundries ($GFS) Q4 performance with CEO Thomas Caulfield. 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 COMPANYTK 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#GFS @Globalfoundries #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 11, 2025 • 5min
Drill Down Earnings, Ep. 295: Shopify Q4 earnings analysis – what you need to know ($SHOP)
🎙️ The Drill Down: Shopify Q4 Earnings Deep Dive💡 Whoa Canada! Shopify is back. A look at Shopify ($SHOP) Q4 performance with Chief Platform Officer Harley Finkelstein. 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 Shopify 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#SHOP @Shopify #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 11, 2025 • 5min
Drill Down Earnings, Ep. 294: Lattice Semiconductor Q4 earnings analysis – what you need to know ($LSCC)
🎙️ The Drill Down: Lattice Semiconductor Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Lattice Semiconductor ($LSCC) Q4 performance with CEO Ford Tarner. 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 Lattice Semiconductor 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#LSCC @Lattice Semiconductor #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 11, 2025 • 7min
Drill Down Earnings, Ep. 293: ON Semiconductor Q4 earnings analysis – what you need to know ($ON)
🎙️ The Drill Down: ON Semiconductor Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack ON Semiconductor ($ON) Q4 performance with CEO CEONAMETK. 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 ON Semiconductor 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#ON @ON Semiconductor #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
