Podcast
The Drill Down
Hosted by Cory Johnson · EN
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.
28episodes
Episodes
Newest firstAll episodes
Drill Down Earnings, Ep. 438: ASML Q1 2027 earnings – ($ASML) – A Deep Dive with Cory Johnson
Apr 1600:07:52Tap to summarizeThe Drill Down: ASML Q1 2027 Earnings Analysis 💡 Beyond the numbers: Unpack ASML ($ASML) Q1 2027 performance with CEO Christophe Forquet. 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 ASML’s Q1 2027 earnings report. Strategic Moves & Industry Impact: How ASML’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Christophe Forquet. 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 #ASML # #ASMLEarnings #EarningsASML #TheDrillDown #Earnings #WhyASMLStockDropped #WhyASMLStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Drill Down, Ep. #253: Xanadu Quantum Technologies (CLUM:NASDAQ) CEO Christian Weedbrook
Mar 2700:25:29Tap to summarizeXanadu is heading toward the public markets with a SPAC transaction that could deliver roughly $500 million in gross proceeds, putting fresh scrutiny on whether photonic quantum computing can move beyond being a science project. CEO Christian Weedbrook lays out why Xanadu believes networking quantum systems across server racks changes the scaling equation, and where optical loss and error correction still threaten timelines. The conversation explains how PennyLane became one of the most widely used quantum software platforms, and why software adoption may matter more than qubit counts. Weedbrook also addresses what commercial workloads might realistically arrive before fault tolerance, and which won’t. With backers including Advanced Micro Devices, the stakes are no longer academic — they’re financial, operational and soon to be public. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Drill Down Insider Ep. #22: Freepik CEO Joaquin Cuenca
Mar 1300:20:59Tap to summarizeFreepik serves more than 500 million people every month without trading on a single stock exchange — a scale that rivals publicly-listed creative platforms while staying almost entirely off Wall Street's radar. This conversation examines how Joaquin Cuenca turned a bootstrapped image library into an AI content company, navigated the intellectual property crisis that damaged his competitors, and now manages the expectations of a private equity owner with a defined exit horizon. The timing matters: the AI content market is sorting winners from casualties in real time. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Drill Down Earnings, Ep. 437: Rubrik Q4 earnings – ($RBRK) – A Deep Dive with Cory Johnson
Mar 1300:08:33Tap to summarizeThe 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
Transcribe →Drill Down Earnings, Ep. 436: Oracle Q3 FY 2026 earnings – ($ORCL) – A Deep Dive with Cory Johnson
Mar 1000:10:05Tap to summarizeThe 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
Transcribe →Drill Down Ep. #252: Cisco Systems (CSCO:NASDAQ) Jeetu Patel
Mar 600:22:15Tap to summarizeCisco 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
Transcribe →Drill Down Ep. #251: Zscaler (ZS:NYSE) CEO Jay Chaudhry
Feb 2800:18:24Tap to summarizeZscaler 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
Transcribe →Drill Down Earnings, Ep. 434: Zscaler FY 2026 Q2 earnings – ($ZS) – A Deep Dive with Cory Johnson
Feb 2700:06:58Tap to summarizeThe 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
Transcribe →Drill Down Earnings, Ep. 433: Elastic FY 2026 Q3 earnings – ($ESTC) – A Deep Dive with Cory Johnson
Feb 2700:08:45Tap to summarizeThe 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
Transcribe →Drill Down Earnings, Ep. 432: Synopsys Q1 2026 earnings – ($SNPS) – A Deep Dive with Cory Johnson
Feb 2600:06:20Tap to summarizeThe 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
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