The Drill Down
Business news for business people.
Cory Johnson
Show overview
The Drill Down has been publishing since 2021, and across the 5 years since has built a catalogue of 704 episodes, alongside 2 trailers or bonus episodes. That works out to roughly 210 hours of audio in total. Releases follow a several-times-a-week cadence, with the show now in its 3rd season.
Episodes typically run under ten minutes — most land between 6 min and 35 min — with run-times ranging widely across the catalogue. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-language Business show.
The show is actively publishing — the most recent episode landed 4 weeks ago, with 25 episodes already out so far this year. The busiest year was 2024, with 285 episodes published. Published by Cory Johnson.
From the publisher
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
View all 704 episodesDrill Down Earnings, Ep. 438: ASML Q1 2027 earnings – ($ASML) – A Deep Dive with Cory Johnson
Drill Down, Ep. #253: Xanadu Quantum Technologies (CLUM:NASDAQ) CEO Christian Weedbrook
Xanadu is heading toward the public markets with a SPAC transaction that could deliver roughly $500 million in gross proceeds, putting fresh scrutiny on whether photonic quantum computing can move beyond being a science project. CEO Christian Weedbrook lays out why Xanadu believes networking quantum systems across server racks changes the scaling equation, and where optical loss and error correction still threaten timelines. The conversation explains how PennyLane became one of the most widely used quantum software platforms, and why software adoption may matter more than qubit counts. Weedbrook also addresses what commercial workloads might realistically arrive before fault tolerance, and which won’t. With backers including Advanced Micro Devices, the stakes are no longer academic — they’re financial, operational and soon to be public. Learn more about your ad choices. Visit megaphone.fm/adchoices
Drill Down Insider Ep. #22: Freepik CEO Joaquin Cuenca
Freepik serves more than 500 million people every month without trading on a single stock exchange — a scale that rivals publicly-listed creative platforms while staying almost entirely off Wall Street's radar. This conversation examines how Joaquin Cuenca turned a bootstrapped image library into an AI content company, navigated the intellectual property crisis that damaged his competitors, and now manages the expectations of a private equity owner with a defined exit horizon. The timing matters: the AI content market is sorting winners from casualties in real time. Learn more about your ad choices. Visit megaphone.fm/adchoices
Drill Down Earnings, Ep. 437: Rubrik Q4 earnings – ($RBRK) – A Deep Dive with Cory Johnson
The Drill Down: Rubrik Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Rubrik ($RBRK) Q4 performance with CEO Bipul Sinha. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Rubrik’s Q4 earnings report. Strategic Moves & Industry Impact: How Rubrik’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Bipul Sinha. Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market. Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity. 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential. 🎧 Listen & Watch Now: Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!): YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts Instagram: https://www.instagram.com/drilldownpod TikTok: https://www.tiktok.com/@drilldownpod Connect with The Drill Down: Follow Cory Johnson: https://x.com/corytv Follow The Drill Down Pod: https://x.com/drilldownpod #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #RBRK # #RubrikEarnings #EarningsRubrik #TheDrillDown #Earnings #WhyRubrikStockDropped #WhyRubrikStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices
Drill Down Earnings, Ep. 436: Oracle Q3 FY 2026 earnings – ($ORCL) – A Deep Dive with Cory Johnson
The Drill Down: Oracle Q3 FY 2026 Earnings Analysis 💡 Beyond the numbers: Unpack Oracle ($ORCL) Q3 FY 2026 performance with CEO founder and CTO Larry Ellison. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Oracle’s Q3 FY 2026 earnings report. Strategic Moves & Industry Impact: How Oracle’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO founder and CTO Larry Ellison. Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market. Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity. 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential. 🎧 Listen & Watch Now: Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!): YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts Instagram: https://www.instagram.com/drilldownpod TikTok: https://www.tiktok.com/@drilldownpod Connect with The Drill Down: Follow Cory Johnson: https://x.com/corytv Follow The Drill Down Pod: https://x.com/drilldownpod #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #ORCL # #OracleEarnings #EarningsOracle #TheDrillDown #Earnings #WhyOracleStockDropped #WhyOracleStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices
Drill Down Ep. #252: Cisco Systems (CSCO:NASDAQ) Jeetu Patel
Cisco is trying to turn itself from a federation of acquisitions into a single integrated platform built for the AI era. Jeetu Patel explains how that shift is changing the way Cisco builds products, why engineers now write specifications while AI writes code, and how the company expects AI infrastructure to reshape networking, security, and observability. #TheDrillDown #Cisco #JeetuPatel #CSCO #AIInfrastructure #DataCenterNetworking #SiliconOne #Cybersecurity #SASE #EnterpriseIT #Hyperscalers #TechEarnings Learn more about your ad choices. Visit megaphone.fm/adchoices
Drill Down Ep. #251: Zscaler (ZS:NYSE) CEO Jay Chaudhry
Zscaler says AI agents will behave like identities, only faster and harder to contain. Jay Chaudhry explains why that pushes security from seats to traffic, from users to agent-to-agent workflows and why pricing is shifting toward tokens. Learn more about your ad choices. Visit megaphone.fm/adchoices
Drill Down Earnings, Ep. 434: Zscaler FY 2026 Q2 earnings – ($ZS) – A Deep Dive with Cory Johnson
The Drill Down: Zscaler FY 2026 Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Zscaler ($ZS) FY 2026 Q2 performance with CEO Jay Chaudhry. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Zscaler’s FY 2026 Q2 earnings report. Strategic Moves & Industry Impact: How Zscaler’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Jay Chaudhry. Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market. Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity. 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential. 🎧 Listen & Watch Now: Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!): YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts Instagram: https://www.instagram.com/drilldownpod TikTok: https://www.tiktok.com/@drilldownpod Connect with The Drill Down: Follow Cory Johnson: https://x.com/corytv Follow The Drill Down Pod: https://x.com/drilldownpod #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #ZS # #ZscalerEarnings #EarningsZscaler #TheDrillDown #Earnings #WhyZscalerStockDropped #WhyZscalerStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices
Drill Down Earnings, Ep. 433: Elastic FY 2026 Q3 earnings – ($ESTC) – A Deep Dive with Cory Johnson
The Drill Down: Elastic FY 2026 Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Elastic ($ESTC) FY 2026 Q3 performance with CEO Ash Kulkarni. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Elastic’s FY 2026 Q3 earnings report. Strategic Moves & Industry Impact: How Elastic’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Ash Kulkarni. Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market. Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity. 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential. 🎧 Listen & Watch Now: Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!): YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts Instagram: https://www.instagram.com/drilldownpod TikTok: https://www.tiktok.com/@drilldownpod Connect with The Drill Down: Follow Cory Johnson: https://x.com/corytv Follow The Drill Down Pod: https://x.com/drilldownpod #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #ESTC # #ElasticEarnings #EarningsElastic #TheDrillDown #Earnings #WhyElasticStockDropped #WhyElasticStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices
Drill Down Earnings, Ep. 432: Synopsys Q1 2026 earnings – ($SNPS) – A Deep Dive with Cory Johnson
The Drill Down: Synopsys Q1 2026 Earnings Analysis 💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q1 2026 performance with CEO Sassine Ghazi. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Synopsys’s Q1 2026 earnings report. Strategic Moves & Industry Impact: How Synopsys’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Sassine Ghazi. Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market. Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity. 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential. 🎧 Listen & Watch Now: Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!): YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts Instagram: https://www.instagram.com/drilldownpod TikTok: https://www.tiktok.com/@drilldownpod Connect with The Drill Down: Follow Cory Johnson: https://x.com/corytv Follow The Drill Down Pod: https://x.com/drilldownpod #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #SNPS # #SynopsysEarnings #EarningsSynopsys #TheDrillDown #Earnings #WhySynopsysStockDropped #WhySynopsysStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices
Drill Down Earnings, Ep. 431: NVDIA Q4 earnings – ($NVDA) – A Deep Dive with Cory Johnson
The Drill Down: NVDIA Q4 Earnings Analysis 💡 Beyond the numbers: Unpack NVDIA ($NVDA) Q4 performance with CEO Jensen Huang. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from NVDIA’s Q4 earnings report. Strategic Moves & Industry Impact: How NVDIA’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Jensen Huang. Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market. Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity. 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential. 🎧 Listen & Watch Now: Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!): YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts Instagram: https://www.instagram.com/drilldownpod TikTok: https://www.tiktok.com/@drilldownpod Connect with The Drill Down: Follow Cory Johnson: https://x.com/corytv Follow The Drill Down Pod: https://x.com/drilldownpod #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #NVDA # #NVDIAEarnings #EarningsNVDIA #TheDrillDown #Earnings #WhyNVDIAStockDropped #WhyNVDIAStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices
Drill Down Earnings, Ep. 430: Workday Q4 earnings – ($WDAY) – A Deep Dive with Cory Johnson
The Drill Down: Workday Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Workday ($WDAY) Q4 performance with CEO Aneel Bhusri. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Workday’s Q4 earnings report. Strategic Moves & Industry Impact: How Workday’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Aneel Bhusri. Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market. Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity. 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential. 🎧 Listen & Watch Now: Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!): YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts Instagram: https://www.instagram.com/drilldownpod TikTok: https://www.tiktok.com/@drilldownpod Connect with The Drill Down: Follow Cory Johnson: https://x.com/corytv Follow The Drill Down Pod: https://x.com/drilldownpod #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #WDAY # #WorkdayEarnings #EarningsWorkday #TheDrillDown #Earnings #WhyWorkdayStockDropped #WhyWorkdayStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices
Drill Down Earnings, Ep. 429: Navitas Semiconductor Q4 earnings – ($NVTS) – A Deep Dive with Cory Johnson
The Drill Down: Navitas Semiconductor Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Navitas Semiconductor ($NVTS) Q4 performance with CEO Chris Allexandre. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Navitas Semiconductor’s Q4 earnings report. Strategic Moves & Industry Impact: How Navitas Semiconductor’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Chris Allexandre. Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market. Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity. 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential. 🎧 Listen & Watch Now: Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!): YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts Instagram: https://www.instagram.com/drilldownpod TikTok: https://www.tiktok.com/@drilldownpod Connect with The Drill Down: Follow Cory Johnson: https://x.com/corytv Follow The Drill Down Pod: https://x.com/drilldownpod #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #NVTS # #Navitas SemiconductorEarnings #EarningsNavitas Semiconductor #TheDrillDown #Earnings #WhyNavitas SemiconductorStockDropped #WhyNavitas SemiconductorStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices
Drill Down Earnings, Ep. 428: Comfort Systems USA Q4 earnings – ($FIX) – A Deep Dive with Cory Johnson
The Drill Down: Comfort Systems USA Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Comfort Systems USA ($FIX) Q4 performance with CEO Brian Lane. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Comfort Systems USA’s Q4 earnings report. Strategic Moves & Industry Impact: How Comfort Systems USA’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Brian Lane. Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market. Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity. 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential. 🎧 Listen & Watch Now: Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!): YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts Instagram: https://www.instagram.com/drilldownpod TikTok: https://www.tiktok.com/@drilldownpod Connect with The Drill Down: Follow Cory Johnson: https://x.com/corytv Follow The Drill Down Pod: https://x.com/drilldownpod #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #FIX # #Comfort Systems USAEarnings #EarningsComfort Systems USA #TheDrillDown #Earnings #WhyComfort Systems USAStockDropped #WhyComfort Systems USAStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices
Drill Down Earnings, Ep. 427: Coherent Q4 earnings – ($COHR) – A Deep Dive with Cory Johnson
The Drill Down: Coherent Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Coherent ($COHR) Q4 performance with CEO Jim Anderson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Coherent’s Q4 earnings report. Strategic Moves & Industry Impact: How Coherent’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Jim Anderson. Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market. Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity. 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential. 🎧 Listen & Watch Now: Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!): YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts Instagram: https://www.instagram.com/drilldownpod TikTok: https://www.tiktok.com/@drilldownpod Connect with The Drill Down: Follow Cory Johnson: https://x.com/corytv Follow The Drill Down Pod: https://x.com/drilldownpod #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #COHR # #CoherentEarnings #EarningsCoherent #TheDrillDown #Earnings #WhyCoherentStockDropped #WhyCoherentStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices
Drill Down Earnings, Ep. 426: Lumen Technologies Q4 earnings – ($LUMN) – A Deep Dive with Cory Johnson
The Drill Down: Lumen Technologies Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Lumen Technologies ($LUMN) Q4 performance with CEO Kate Johnson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Lumen Technologies’s Q4 earnings report. Strategic Moves & Industry Impact: How Lumen Technologies’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Kate Johnson. Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market. Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity. 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential. 🎧 Listen & Watch Now: Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!): YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts Instagram: https://www.instagram.com/drilldownpod TikTok: https://www.tiktok.com/@drilldownpod Connect with The Drill Down: Follow Cory Johnson: https://x.com/corytv Follow The Drill Down Pod: https://x.com/drilldownpod #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #LUMN # #Lumen TechnologiesEarnings #EarningsLumen Technologies #TheDrillDown #Earnings #WhyLumen TechnologiesStockDropped #WhyLumen TechnologiesStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices
Drill Down Earnings, Ep. 425: Fabrinet Q4 earnings – ($FN) – A Deep Dive with Cory Johnson
The Drill Down: Fabrinet Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Fabrinet ($FN) Q4 performance with CEO Seamus Grady. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Fabrinet’s Q4 earnings report. Strategic Moves & Industry Impact: How Fabrinet’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Seamus Grady. Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market. Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity. 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential. 🎧 Listen & Watch Now: Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!): YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts Instagram: https://www.instagram.com/drilldownpod TikTok: https://www.tiktok.com/@drilldownpod Connect with The Drill Down: Follow Cory Johnson: https://x.com/corytv Follow The Drill Down Pod: https://x.com/drilldownpod #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #FN # #FabrinetEarnings #EarningsFabrinet #TheDrillDown #Earnings #WhyFabrinetStockDropped #WhyFabrinetStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices
Drill Down Earnings, Ep. 424: Palantir Technologies Q4 earnings – ($PLTR) – A Deep Dive with Cory Johnson
The Drill Down: Palantir Technologies Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Palantir Technologies ($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 explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Palantir Technologies’s Q4 earnings report. Strategic Moves & Industry Impact: How Palantir Technologies’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Alex Karp. Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market. Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity. 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential. 🎧 Listen & Watch Now: Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!): YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts Instagram: https://www.instagram.com/drilldownpod TikTok: https://www.tiktok.com/@drilldownpod Connect with The Drill Down: Follow Cory Johnson: https://x.com/corytv Follow The Drill Down Pod: https://x.com/drilldownpod #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #PLTR # #Palantir TechnologiesEarnings #EarningsPalantir Technologies #TheDrillDown #Earnings #WhyPalantir TechnologiesStockDropped #WhyPalantir TechnologiesStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices
Drill Down Earnings, Ep. 423: IBM Q4 earnings – ($IBM) – A Deep Dive with Cory Johnson
The Drill Down: IBM Q4 Earnings Analysis 💡 Beyond the numbers: Unpack IBM ($IBM) Q4 performance with CFO Jim Kavenaugh. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from IBM’s Q4 earnings report. Strategic Moves & Industry Impact: How IBM’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CFO Jim Kavenaugh. Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market. Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity. 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential. 🎧 Listen & Watch Now: Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!): YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts Instagram: https://www.instagram.com/drilldownpod TikTok: https://www.tiktok.com/@drilldownpod Connect with The Drill Down: Follow Cory Johnson: https://x.com/corytv Follow The Drill Down Pod: https://x.com/drilldownpod #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #IBM # #IBMEarnings #EarningsIBM #TheDrillDown #Earnings #WhyIBMStockDropped #WhyIBMStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices
Drill Down Earnings, Ep. 422: Tesla Q4 earnings – ($TSLA) – A Deep Dive with Cory Johnson
The Drill Down: Tesla Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Tesla ($TSLA) Q4 performance with CEO Elon Musk. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Tesla’s Q4 earnings report. Strategic Moves & Industry Impact: How Tesla’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Elon Musk. Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market. Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity. 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential. 🎧 Listen & Watch Now: Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!): YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts Instagram: https://www.instagram.com/drilldownpod TikTok: https://www.tiktok.com/@drilldownpod Connect with The Drill Down: Follow Cory Johnson: https://x.com/corytv Follow The Drill Down Pod: https://x.com/drilldownpod #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #ElonMusk #GrowthStocks @Elon #MarketAnalysis #TSLA #TeslaEarnings #EarningsTesla #TheDrillDown #Earnings #WhyTeslaStockDropped #WhyTeslaStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices