The Drill Down

🎙️ The Drill Down: Microsoft Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q3 performance with CEO Satya Nadella. 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 Microsoft 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 #MSFT @Microsoft #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

🎙️ The Drill Down: Twilio Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Twilio ($TWLO) Q4 performance with CEO Khozema Shipchandler. 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 Twilio 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 #TWLO @Twilio #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

🎙️ The Drill Down: Amazon.com Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q1 performance with CEO Andy Jassy. 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 Amazon.com 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 #AMZN @Amazon.com #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

🎙️ The Drill Down: F5 Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack F5 ($FFIV) Q2 Fiscal Year 2025 performance with CEO François Locoh-Donou. 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 F5 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 #FFIV @F5 #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

🎙️ The Drill Down: Netflix Q1 Earnings Deep Dive💡 Beyond the numbers: Unpack Netflix ($NFLX) Q1 performance with co-CEO Greg Peters. 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 Netflix 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#NFLX @Netflix #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

🎙️ The Drill Down: ASML Holding NV Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack ASML Holding NV ($ASML) Q4 performance with CEO Christophe Fouquet and CFO Roger Dassen. 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 ASML Holding NV 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#ASML @ASML Holding NV #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

Data-driven decision-making is transforming how governments serve their citizens. At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Natalie Evans Harris, Chief Data Officer for the State of Maryland, to discuss how AI and predictive analytics are optimizing public services. 📊🏛️Harris explains how data insights can enhance service delivery, anticipate community needs, and improve resource allocation—reducing friction in everything from unemployment claims to emergency response. She also highlights challenges like data silos, interoperability across agencies, and the ethical considerations of using personal data in governance. Transparency and accountability are critical, and Maryland’s commitment to open data policies ensures public trust in AI-powered decision-making.For more on how data is shaping the future of governance, subscribe to Drill Down Insider. Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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

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