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
May 24, 2024 • 5 mins
Instant analysis of Intuit ($INTU) Q2 earnings, as we hear from CEO Sasan Goodarzi.
More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.
https://x.com/corytv
#Intuit
#Earnings
@Intuit
$INTU
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Business
@DrillDownPod
...
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May 23, 2024 • 5 mins
Instant analysis of Workday ($WDAY) Q1 2025 earnings, as we hear from CEO Carl Eschenbach.
More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.
https://x.com/corytv
#Workday
#Earnings
@Workday
$WDAY
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Business
@DrillD...
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May 23, 2024 • 5 mins
Instant analysis of Snowflake ($SNOW) Q1 2025 earnings, as we hear from CEO Sridhar Ramaswamy.
More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.
https://x.com/corytv
#Snowflake
#Earnings
@Snowflake
$SNOW
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Business...
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May 23, 2024 • 8 mins
Instant analysis of NVIDIA ($NVDA) Q1 earnings, as we hear from CEO Jensen Huang.
More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.
https://x.com/corytv
#NVIDIA
#Earnings
@NVIDIA
$NVDA
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Business
@DrillDownPod
Le...
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May 23, 2024 • 6 mins
Instant analysis of Synopsys ($SNPS) Q2 earnings, as we hear from CEO CFO Shelagh Glaser.
More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.
https://x.com/corytv
#Synopsys
#Earnings
@Synopsys
$SNPS
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Business
@Drill...
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May 22, 2024 • 6 mins
Instant analysis of Analog Devices ($ADI) Q2 earnings, as we hear from CEO Vincent Roche.
More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.
https://x.com/corytv
#Analog Devices
#Earnings
@Analog Devices
$ADI
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Busi...
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May 21, 2024 • 5 mins
Instant analysis of Zoom Video Communications ($ZM) Q1 earnings, as we hear from CEO Eric Yuan.
More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.
https://x.com/corytv
#Zoom Video Communications
#Earnings
@Zoom Video Communications
$ZM
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconduc...
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May 21, 2024 • 5 mins
Instant analysis of Palo Alto Networks ($PANW) Q3 earnings, as we hear from CEO Nikesh Arora.
More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.
https://x.com/corytv
#paloaltonetworks
#earnings
$PANW
#technology
#software
#cloudcomputing
#chips
#ai #artificialintelligencesociety
#semiconductors
#stocks
#tradi...
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May 16, 2024 • 5 mins
Instant analysis of Applied Materials ($AMAT) Q2 earnings, as we hear from CEO Gary Dickerson.
More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.
https://x.com/corytv
#Gary Dickerson
#Earnings
@Gary Dickerson
$AMAT
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading...
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May 15, 2024 • 4 mins
Instant analysis of Cisco Systems ($CSCO) Fiscal Q3 earnings, as we hear from CEO Chuck Robbins.
More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.
https://x.com/corytv
#Cisco Systems
#Earnings
@Cisco Systems
$CSCO
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading...
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Our big interview with PegaSystems CEO Alan Trefler (PEGA). Also
Rivian Automotive (RIVN) takes a fast walk down a short pier, Arista Networks (ANET) targets Cisco (CSCO), and ARM Holdings (ARM) leans on mobile as it plots for #AI.
https://linktr.ee/drilldownpod
Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.
It’s business news for business people.
Every episo...
Mark as Played
May 9, 2024 • 5 mins
Instant analysis of SoundHound ($SOUN) Q1 earnings, as we hear from CEO Keyvan Mohajer.
More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.
https://x.com/corytv
#SoundHound
#Earnings
@SoundHound
$SOUN
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Business
@Dri...
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Instant analysis of ARM Holdings ($ARM) The end of their fiscal year Q4 2024 earnings, as we hear from CFO Jason Child.
More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.
https://x.com/corytv
#ARM Holdings
#Earnings
@ARM Holdings
$ARM
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconduct...
Mark as Played
May 8, 2024 • 4 mins
Instant analysis of Shopify ($SHOP) Q1 earnings, as we hear from CEO CFO Jeff Hoffmeister.
More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.
https://x.com/corytv
#Shopify
#Earnings
@Shopify
$SHOP
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Business
@DrillD...
Mark as Played
May 8, 2024 • 6 mins
Instant analysis of Uber ($UBER) Q1 earnings, as we hear from CEO Dara Khosrowshahi.
More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.
https://x.com/corytv
#Uber
#Earnings
@Uber
$UBER
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Business
@DrillDownPod
Lea...
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May 8, 2024 • 5 mins
Instant analysis of Twillio ($TWLO) Q1 earnings, as we hear from CEO Khozema Shipchandler.
More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.
https://x.com/corytv
#Twillio
#Earnings
@Twillio
$TWLO
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Business
@DrillD...
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May 8, 2024 • 6 mins
Instant analysis of Rivian ($RIVN) Q1 earnings, as we hear from CEO and Founder R.J. Caringe .
More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.
https://x.com/corytv
#Rivian
#Earnings
@Rivian
$RIVN
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Business
@Dril...
Mark as Played
May 8, 2024 • 7 mins
Instant analysis of Arista Networks ($ANET) Q1 earnings, as we hear from CEO Jayshree Ullal.
More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.
https://x.com/corytv
#Arista Networks
#Earnings
@Arista Networks
$ANET
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading...
Mark as Played
May 7, 2024 • 5 mins
Instant analysis of Datadog ($DDOG) Q1 earnings, as we hear from CEO Olivier Pomel.
More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.
https://x.com/corytv
#Datadog
#Earnings
@Datadog
$DDOG
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Business
@DrillDownPod
...
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May 7, 2024 • 7 mins
Instant analysis of Coherent ($COHR) Q3 earnings, as we hear from Coherent EVP Datacom Transceivers, Lee Xu on the triumph of 800Gbs optical transceivers.
More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.
https://x.com/corytv
#Coherent
#Earnings
@Coherent
$COHR
#Technology
#Lasers
#Software
#CloudComputing
#Chips
#AI ...
Mark as Played
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