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. 389: Rubrik Q2 earnings – ($RBRK) Beyond the Numbers – A Deep Dive with Cory Johnson

September 9, 2025 • 7 mins
The Drill Down: Rubrik Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Rubrik ($RBRK) Q2 performance with CEO Bipul Sinha. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financia...
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Drill Down Earnings, Ep. 388: Oracle Q1 2026 earnings – ($ORCL) Beyond the Numbers – A Deep Dive with Cory Johnson

September 9, 2025 • 8 mins
The Drill Down: Oracle Q1 2026 Earnings Analysis 💡 Beyond the numbers: Unpack Oracle ($ORCL) Q1 2026 performance with CEO chief technology officer and founder Larry Ellison. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In...
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Drill Down Earnings, Ep. 387: Broadcom Q3 earnings – ($AVGO) Beyond the Numbers – A Deep Dive with Cory Johnson

September 4, 2025 • 5 mins
The Drill Down: Broadcom Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q3 performance with CEO Hock Tan. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financi...
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Drill Down Earnings, Ep. 386: Salesforce Q2 earnings – ($CRM) Beyond the Numbers – A Deep Dive with Cory Johnson

September 3, 2025 • 7 mins
The Drill Down: Salesforce Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Salesforce ($CRM) Q2 performance with CEO Marc Benioff. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key ...
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Drill Down Earnings, Ep. 385: Hewlett Packard Enterprise Q2 earnings – ($HPE) Beyond the Numbers – A Deep Dive with Cory Johnson

September 3, 2025 • 7 mins
The Drill Down: Hewlett Packard Enterprise Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q2 performance with CEO Antonio Neri. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Epi...
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Drill Down Earnings, Ep. 384: Zscaler FY 2025 Q4 earnings – ($ZS) Beyond the Numbers – A Deep Dive with Cory Johnson

September 2, 2025 • 6 mins
The Drill Down: Zscaler FY 2025 Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Zscaler ($ZS) FY 2025 Q4 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, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: ...
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Drill Down Insider Ep. #21: Coveo CEO Laurent Simoneau

August 29, 2025 • 22 mins
Coveo has spent years embedding AI into enterprise search and recommendations. Now the company is pushing into agentic AI, promising systems that act with context and initiative inside the enterprise. CEO Laurent Simoneau explains what this shift means for adoption, ROI, and competition in the AI era. #TheDrillDown #Coveo #LaurentSimoneau #AgenticAI #EnterpriseAI #GenerativeAI #SaaS #EnterpriseSearch #AIAdoption Learn more about ...
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Drill Down Earnings, Ep. 380: Fabrinet Q4 Fiscal Year 2025 earnings – ($FN) Beyond the Numbers – A Deep Dive with Cory Johnson

August 29, 2025 • 5 mins
The Drill Down: Fabrinet Q4 Fiscal Year 2025 Earnings Analysis 💡 Beyond the numbers: Unpack Fabrinet ($FN) Q4 Fiscal Year 2025 performance with CEO Seamus Grady. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episod...
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Drill Down Earnings, Ep. 383: Elastic Q1 2026 earnings – ($ESTC) Beyond the Numbers – A Deep Dive with Cory Johnson

August 28, 2025 • 8 mins
The Drill Down: Elastic Q1 2026 Earnings Analysis 💡 Beyond the numbers: Unpack Elastic ($ESTC) Q1 2026 performance with CEO Ash Kulkarni. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: ...
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Drill Down Earnings, Ep. 382: NVIDA Q2 2026 earnings – ($NVDA) Beyond the Numbers – A Deep Dive with Cory Johnson

August 27, 2025 • 11 mins
The Drill Down: NVIDA Q2 2026 Earnings Analysis 💡 Beyond the numbers: Unpack NVIDA ($NVDA) Q2 2026 performance with CEO Jensen Huang. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key...
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Drill Down Earnings, Ep. 381: Box Q2 earnings – ($BOX) Beyond the Numbers – A Deep Dive with Cory Johnson

August 26, 2025 • 6 mins
The Drill Down: Box Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Box ($BOX) Q2 performance with CEO Aaron Levie. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highl...
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Drill Down Earnings, Ep. 379: Palo Alto Networks Q4 Fiscal Year 2025 earnings – ($PANW) Beyond the Numbers – A Deep Dive with Cory Johnson

August 19, 2025 • 6 mins
The Drill Down: Palo Alto Networks Q4 Fiscal Year 2025 Earnings Analysis 💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q4 Fiscal Year 2025 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 wor...
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Ep. #248: Trinity Capital (TRIN:NASDAQ) CEO Kyle Brown

August 16, 2025 • 23 mins
Trinity Capital’s Kyle Brown on Low Defaults and High Returns In Venture DebtKyle Brown explains how Trinity delivered a 30% rise in NII—more than enough to cover the dividend—just as NAV reached $13.27 per share. He’ll discuss how disciplined credit, strategic origination, and SBIC licensing set the stage for diversified growth. #TheDrillDown #TrinityCapital #KyleBrown #BDC #NIIgrowth #DividendCoverage #NAVGain #CreditQuality #SB...
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Drill Down Earnings, Ep. 378: Applied Materials Q3 FY 2025 earnings – ($AMAT) Beyond the Numbers – A Deep Dive with Cory Johnson

August 14, 2025 • 7 mins
The Drill Down: Applied Materials Q3 FY 2025 Earnings Analysis 💡 Beyond the numbers: Unpack Applied Materials ($AMAT) Q3 FY 2025 performance with CEO Gary Dickerson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Ep...
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Drill Down Earnings, Ep. 377: Coherent Q4 FY 2025 earnings – ($COHR) Beyond the Numbers – A Deep Dive with Cory Johnson

August 14, 2025 • 10 mins
The Drill Down: Coherent Q4 FY 2025 Earnings Analysis 💡 Beyond the numbers: Unpack Coherent ($COHR) Q4 FY 2025 performance with CEO Jim Anderson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discov...
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Drill Down Earnings, Ep. 376: Cisco Systems Q4 2025 earnings – ($CSCO) Beyond the Numbers – A Deep Dive with Cory Johnson

August 14, 2025 • 8 mins
The Drill Down: Cisco Systems Q4 2025 Earnings Analysis 💡 Beyond the numbers: Unpack Cisco Systems ($CSCO) Q4 2025 performance with CEO Chuck Robbins. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll D...
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Drill Down Earnings, Ep. 375: Lumentum Q4 2025 earnings – ($LITE) Beyond the Numbers – A Deep Dive with Cory Johnson

August 12, 2025 • 7 mins
The Drill Down: Lumentum Q4 2025 Earnings Analysis 💡 Beyond the numbers: Unpack Lumentum ($LITE) Q4 2025 performance with CEO Michael Hurlston. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover...
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Drill Down Earnings, Ep. 374: Applied Optoelectronics Q2 earnings – ($AAOI) Beyond the Numbers – A Deep Dive with Cory Johnson

August 7, 2025 • 7 mins
The Drill Down: Applied Optoelectronics Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q2 performance with CFO and Chief Strategy Officer Stefan J. Murry, Ph.D. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and ...
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Drill Down Earnings, Ep. 373: Applovin Q2 earnings – ($APP) Beyond the Numbers – A Deep Dive with Cory Johnson

August 6, 2025 • 5 mins
The Drill Down: Applovin Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Applovin ($APP) Q2 performance with CEO Adam Foroughi. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Fin...
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Drill Down Earnings, Ep. 372: Advanced Micro Devices Q2 earnings – ($AMD) Beyond the Numbers – A Deep Dive with Cory Johnson

August 5, 2025 • 5 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. 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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