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

June 12, 2025 5 mins
🎙️ The Drill Down: Adobe Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Adobe ($ADBE) Q2 Fiscal Year 2025 performance with CEO Shantanu Narayen. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insigh...
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🎙️ The Drill Down: Oracle Q4 Fiscal 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Oracle ($ORCL) Q4 Fiscal 2025 performance with founder and CTO Larry Ellison. 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 insig...
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 The Business of Bouncing Back: Rubrik’s Bipul Sinha on Cyber Resilience Cyberattacks are inevitable. Rubrik’s mission is making recovery inevitable, too. In this episode, Rubrik CEO Bipul Sinha joins The Drill Down to explain why cybersecurity needs a new playbook—one built around data recovery, not just threat detection. He breaks down the company’s expanding platform strategy, why identity is now core to risk management, and ...
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🎙️ The Drill Down: Broadcom Q2 Earnings Deep Dive 💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q2 performance. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information strai...
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🎙️ The Drill Down: Rubrik Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Rubrik ($RBRK) Q1 performance with CEO Bipul Sinha. 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 ...
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🎙️ The Drill Down: Mongodb Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Mongodb ($MDB) Q1 performance with CEO Dev Ittycheria. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfilte...
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🎙️ The Drill Down: CrowdStrike Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack CrowdStrike ($CRWD) Q1 performance with CEO George Kurtz. 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 ...
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🎙️ The Drill Down: Hewlett Packard Enterprise Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q2 Fiscal Year 2025 performance with CEO Antonio Neri. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlig...
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Elastic (NYSE: ESTC) is quietly becoming the infrastructure layer for enterprise AI—from search to security to GenAI applications. In this episode, CEO Ash Kulkarni joins us to break down how Elastic’s hybrid model, technical innovation, and deep cloud partnerships are driving real business adoption of AI at scale. We cover vector databases, BBQ quantization, the future of RAG, and why being cloud-agnostic is a competitive advantag...
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🎙️ The Drill Down: Dell Technologies Q1 Fiscal Year 2026 Earnings Deep Dive 💡 Beyond the numbers: Unpack Dell Technologies ($DELL) Q1 Fiscal Year 2026 performance with COO Jeff Clark. 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...
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🎙️ The Drill Down: Elastic Q4 Fiscal 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Elastic ($ESTC) Q4 Fiscal 2025 performance with CEO Ash Kulkarni. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the...
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🎙️ The Drill Down: Zscaler Q4 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Zscaler ($ZS) Q4 Fiscal Year 2025 performance with CEO Jay Chaudhry. 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 ...
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🎙️ The Drill Down: HP Q2 Earnings Deep Dive 💡 Beyond the numbers: Unpack HP ($HPQ) Q2 performance with CEO Enrique Lores. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered informa...
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🎙️ The Drill Down: Salesforce Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Salesforce ($CRM) Q1 performance with CEO Marc Benioff. 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 Unf...
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🎙️ The Drill Down: NVIDIA Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q1 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered...
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Clearwater Analytics (CWAN:NASDAQ) built a quiet empire standardizing how asset managers track billions. CEO Sandeep Sahai explains how his software reconciles, reports, and monitors more than $7 trillion in assets every day, counting some of the world’s most powerful institutions as clients. Clearwater Analytics is betting global expansion and automation will keep its platform essential—even if most investors have never heard of i...
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🎙️ The Drill Down: Okta Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Okta ($OKTA) Q1 performance with CEO Todd McKinnon. 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 in...
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🎙️ The Drill Down: Box Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Box ($BOX) Q1 performance with CEO Aaron Levie. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered informa...
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🎙️ The Drill Down: Workday Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Workday ($WDAY) Q1 performance with CEO Carl Eschenbach. 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 Unfil...
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🎙️ The Drill Down: Analog Devices Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Analog Devices ($ADI) Q2 Fiscal Year 2025 performance with CEO Vincent Roche. 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 mov...
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