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
October 16, 2026 • 21 mins
Equiniti keeps the legal shareholder record for nearly 3,000 public companies, and Bullish has agreed to buy it for $4.2 billion to build a transfer agent for tokenized stock. CEO Dan Kramer explains what makes a token a real share, how a dividend gets paid when one stock sits on both traditional and blockchain systems and what boards are asking now that the SEC permits onchain trading and the DTCC is launching its tokenization ser...
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October 9, 2026 • 21 mins
Vinci, a three-year-old Palo Alto company whose software predicts heat and warping in chip designs, has raised $250 million at a $1.5 billion valuation from Advent, Temasek, Xora and AMD Ventures. CEO Hardik Kabaria explains how its physics model returns answers in minutes without training on customer data, who is paying for it and how it fits alongside tools from Cadence and Synopsys. He also says which industries come next, as AI...
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October 1, 2026 • 26 mins
Synopsys this week raised its long-term targets, signed a $1 billion-plus IP deal with Amazon and announced a revenue-sharing partnership with OpenAI. CFO Shelagh Glaser explains how the Ansys acquisition, Elliott’s activist stake and a shift to royalty-based IP change the company’s financial model. She also covers what has to go right for GAAP operating margin to roughly double next year.
#TheDrillDown #Synopsys #SNPS...
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September 11, 2026 • 25 mins
Six weeks after listing directly on the Nasdaq, QumulusAI has signed more than $246 million in AI infrastructure contracts — while its cash cushion sits under $20 million against a widening quarterly loss. CEO Michael Maniscalco explains why he thinks power, not GPUs, is now the real constraint on AI infrastructure growth, and what’s actually financed versus promised in the company’s buildout.
#TheDrillDown #Qumu...
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September 10, 2026 • 14 mins
The Drill Down: Oracle Q1 Earnings Analysis
💡 Beyond the numbers: Unpack Oracle ($ORCL) Q1 performance with co-CEOs Clay Magouyrk and Mike Sicilia. 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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September 3, 2026 • 6 mins
The Drill Down: Zscaler Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Zscaler ($ZS) Q4 performance with CEO Jay Chaudhry. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, Y...
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The Drill Down: Hewlett Packard Enterprise Q3 Earnings Analysis
💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q3 performance with CEO Antonio Neri. 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 worl...
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September 3, 2026 • 10 mins
The Drill Down: Ciena Q3 Earnings Analysis
💡 Beyond the numbers: Unpack Ciena ($CIEN) Q3 performance with CEO Gary Smith. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'l...
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September 2, 2026 • 13 mins
The Drill Down: Broadcom Q3 Earnings Analysis
💡 Beyond the numbers: Unpack Broadcom ($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 explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, Y...
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September 1, 2026 • 9 mins
The Drill Down: Dell Technologies Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Dell Technologies ($DELL) Q2 performance with CEO Michael Dell. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
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September 1, 2026 • 8 mins
The Drill Down: Palo Alto Networks Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q4 performance with CEO Nikesh Arora. 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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The Drill Down: Marvell Technology Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Marvell Technology ($MRVL) Q2 performance with CEO Matt Murphy. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology....
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August 27, 2026 • 7 mins
The Drill Down: Elastic Q1 Earnings Analysis
💡 Beyond the numbers: Unpack Elastic ($ESTC) Q1 performance with CEO Ashutosh Kulkarni. 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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August 27, 2026 • 9 mins
The Drill Down: Synopsys Q3 Earnings Analysis
💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q3 performance with CEO Sassine Ghazi. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
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August 27, 2026 • 9 mins
The Drill Down: NVIDIA Q2 Earnings Analysis
💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q2 performance with CEO Jensen Huang. 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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August 25, 2026 • 8 mins
The Drill Down: Box Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Box ($BOX) Q2 performance with CEO Aaron Levie. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Di...
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The Drill Down: Analog Devices Q3 Earnings Analysis
💡 Beyond the numbers: Unpack Analog Devices ($ADI) Q3 performance with CEO Vincent Roche. 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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August 17, 2026 • 9 mins
The Drill Down: Fabrinet Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Fabrinet ($FN) Q4 performance with CEO Seamus Grady. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
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The Drill Down: Applied Materials Q3 Earnings Analysis
💡 Beyond the numbers: Unpack Applied Materials ($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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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.
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