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

Drill Down Earnings, Ep. 467: Fabrinet Q4 earnings – ($FN) – A Deep Dive with Cory Johnson

August 17, 2026 • 9 mins
The Drill Down: Fabrinet Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Fabrinet ($FN) Q4 performance with CEO Seamus Grady. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode,...
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Drill Down Earnings, Ep. 466: Applied Materials Q3 earnings – ($AMAT) – A Deep Dive with Cory Johnson

August 13, 2026 • 8 mins
The Drill Down: Applied Materials Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Applied Materials ($AMAT) Q3 performance with CEO Gary Dickerson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology...
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Drill Down Earnings, Ep. 465: Cisco Systems Q4 earnings – ($CSCO) – A Deep Dive with Cory Johnson

August 12, 2026 • 8 mins
The Drill Down: Cisco Systems Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Cisco Systems ($CSCO) Q4 performance with CEO Chuck Robbins. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In ...
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Drill Down Earnings, Ep. 464: Coherent Q4 earnings – ($COHR) – A Deep Dive with Cory Johnson

August 12, 2026 • 10 mins
The Drill Down: Coherent Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Coherent ($COHR) Q4 performance with CEO Jim Anderson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episod...
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Drill Down Earnings, Ep. 463: CoreWeave Q2 earnings – ($CRWV) – A Deep Dive with Cory Johnson

August 11, 2026 • 8 mins
The Drill Down: CoreWeave Q2 Earnings Analysis 💡 Beyond the numbers: Unpack CoreWeave ($CRWV) Q2 performance with CEO Mike Intrator. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Epi...
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Drill Down Earnings, Ep. 462: Lumentum Q4 earnings – ($LITE) – A Deep Dive with Cory Johnson

August 11, 2026 • 9 mins
The Drill Down: Lumentum Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Lumentum ($LITE) Q4 performance with CEO Michael Hurlston. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Ep...
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Drill Down Earnings, Ep. 461: Applied Optoelectronics Q2 earnings – ($AAOI) – A Deep Dive with Cory Johnson

August 6, 2026 • 11 mins
The Drill Down: Applied Optoelectronics Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q2 performance with CFO Stefan Murry. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of ...
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Drill Down Earnings, Ep. 460: Cloudflare Q2 earnings – ($NET) – A Deep Dive with Cory Johnson

August 6, 2026 • 8 mins
The Drill Down: Cloudflare Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Cloudflare ($NET) Q2 performance with CEO Matthew Prince. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This E...
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Drill Down Earnings, Ep. 459: HubSpot Q2 earnings – ($HUBS) – A Deep Dive with Cory Johnson

August 6, 2026 • 6 mins
The Drill Down: HubSpot Q2 Earnings Analysis 💡 Beyond the numbers: Unpack HubSpot ($HUBS) Q2 performance with CEO Yamini Rangan. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode...
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Drill Down Earnings, Ep. 458: Advanced Micro Devices Q2 earnings – ($AMD) – A Deep Dive with Cory Johnson

August 5, 2026 • 7 mins
The Drill Down: Advanced Micro Devices Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Advanced Micro Devices ($AMD) Q2 performance with CEO Lisa Su. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technolo...
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Drill Down Earnings, Ep. 457: Space Exploration Technologies Q2 earnings – ($SPCX) – A Deep Dive with Cory Johnson

August 5, 2026 • 11 mins
The Drill Down: Space Exploration Technologies Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Space Exploration Technologies ($SPCX) Q2 performance with CEO Elon Musk. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening th...
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Drill Down Earnings, Ep. 456: Palantir Technologies Q2 earnings – ($PLTR) – A Deep Dive with Cory Johnson

August 3, 2026 • 9 mins
The Drill Down: Palantir Technologies Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Palantir Technologies ($PLTR) Q2 performance with CEO Alex Karp. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technol...
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Drill Down Earnings, Ep. 454: Arm Q1 earnings – ($ARM) – A Deep Dive with Cory Johnson

July 29, 2026 • 7 mins
The Drill Down: Arm Q1 Earnings Analysis 💡 Beyond the numbers: Unpack Arm ($ARM) Q1 performance with CEO Rene Haas. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Disc...
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Drill Down Earnings, Ep. 453: Corning Q2 earnings – ($GLW) – A Deep Dive with Cory Johnson

July 29, 2026 • 10 mins
The Drill Down: Corning Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Corning ($GLW) Q2 performance with CEO Wendell Weeks. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode,...
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Drill Down Earnings, Ep. 452: KLA Q4 earnings – ($KLAC) – A Deep Dive with Cory Johnson

July 29, 2026 • 1 min
The Drill Down: KLA Q4 Earnings Analysis 💡 Beyond the numbers: Unpack KLA ($KLAC) Q4 performance with CEO Rick Wallace. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll ...
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Drill Down Earnings, Ep. 451: Navitas Semiconductor Q2 earnings – ($NVTS) – A Deep Dive with Cory Johnson

July 27, 2026 • 9 mins
The Drill Down: Navitas Semiconductor Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Navitas Semiconductor ($NVTS) Q2 performance with CEO Chris Allexandre. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of ...
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Drill Down Earnings, Ep. 450: Cadence Design Systems Q2 earnings – ($CDNS) – A Deep Dive with Cory Johnson

July 27, 2026 • 7 mins
The Drill Down: Cadence Design Systems Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q2 performance with CEO Anirudh Devgan. 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 ...
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Drill Down Ep. #255: Momentus Space (MNTS:NASDAQ) CEO John Rood

July 24, 2026 • 29 mins
A space company that faced SEC enforcement action and founder departure in 2021 is now flying national security payloads for DARPA and promising $10 million in space-related revenue in 2026. In this episode, CEO John Rood walks us through the leadership transition, the Pentagon partnerships driving expansion and why reusable in-orbit logistics could be the fastest-growing defense market. Learn more about your ad choices. Visit m...
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Drill Down Earnings, Ep. 449: Comfort Systems USA Q2 earnings – ($FIX) – A Deep Dive with Cory Johnson

July 24, 2026 • 12 mins
The Drill Down: Comfort Systems USA Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Comfort Systems USA ($FIX) Q2 performance with CEO Brian Lane. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology....
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Drill Down Earnings, Ep. 448: Intel Q2 earnings – ($INTC) – A Deep Dive with Cory Johnson

July 23, 2026 • 8 mins
The Drill Down: Intel Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Intel ($INTC) Q2 performance with CEO Lip-Bu Tan. 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'l...
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