The Drill Down

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.

Episodes

December 17, 2025 29 mins
Veritone says it can convert massive media archives into AI-ready training datasets and claims a near-term bookings pipeline of ~$40 million. CEO Ryan Steelberg explains how the aiWARE platform and Data Refinery service change the growth equation — and why investors should watch the economics, scale and customer mix of this little-known AI play. Learn more about your ad choices. Visit megaphone.fm/adchoices
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The Drill Down: Micron Technology Q1 Earnings Analysis 💡 Beyond the numbers: Unpack Micron Technology ($MU) Q1 performance with CEO Sanjay Mehrotra. 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 Discove...
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The Drill Down: Ciena Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Ciena ($CIEN) Q4 performance with CEO Gary Smith. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highl...
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The Drill Down: Synopsys Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q4 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 anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key...
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The Drill Down: Oracle Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Oracle ($ORCL) Q2 performance with CEO founder & 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: ...
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NICE is spending close to a billion dollars to push AI deeper into customer service and fraud prevention. CEO Scott Russell lays out why the company paid that premium, how the new platform fits into CX and Actimize, and what it means for profitability and partner dependencies. #TheDrillDown #NICE $NICE #ScottRussell #CXone #CustomerExperience #CCaaS #AI #Automation #AgenticAI #TechLeadership #SaaS #Investing Learn mor...
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The Drill Down: Elastic Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Elastic ($ESTC) Q2 performance with CEO Ash Kulkarni. 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, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Finan...
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The Drill Down: Palo Alto Networks Q1 Earnings Analysis 💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q1 performance with CEO Nikesh Arora. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Di...
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The Drill Down: NVIDIA Q3 Earnings Analysis 💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q3 performance with CEO Jensen Huang. 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, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financi...
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The Drill Down: Cisco Systems Q1 2026 Earnings Analysis 💡 Beyond the numbers: Unpack Cisco Systems ($CSCO) Q1 2026 performance with CEO Chuck Robbins. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll D...
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The Drill Down: Coherent Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Coherent ($COHR) Q3 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, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Fin...
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The Drill Down: Lumentum 2026 Q1 Earnings Analysis 💡 Beyond the numbers: Unpack Lumentum ($LITE) 2026 Q1 performance with CEO Michael Hurlston. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover...
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The Drill Down: Fabrinet Q1 FY 2026 Earnings Analysis 💡 Beyond the numbers: Unpack Fabrinet ($FN) Q1 FY 2026 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, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover...
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The Drill Down: Palantir Technologies Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Palantir Technologies ($PLTR) Q3 performance with CEO Alex Karp. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll...
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The Drill Down: Lumen Technologies Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Lumen Technologies ($LUMN) Q3 performance with CEO Kate Johnson. 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, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Di...
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The Drill Down: Amazon.com Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q3 performance with CEO Andy Jassy. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key F...
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The Drill Down: Alphabet Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Alphabet ($GOOG) Q3 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, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Fi...
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The Drill Down: Microsoft FY 2026 Q1 Earnings Analysis 💡 Beyond the numbers: Unpack Microsoft ($MSFT) FY 2026 Q1 performance with CEO Satya Nadella. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Dis...
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The Drill Down: Corning Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Corning ($GLW) Q3 performance with CEO Wendell Weeks. 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, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Finan...
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The Drill Down: Cadence Design Systems Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q3 performance with CEO Anirudh Devgan. 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, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode,...
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