The Drill Down

Cory Johnson

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.

Last refreshed: July 6th, 2025 at 11:18 PM ⓘ

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Episodes

Coherent Q3 earnings essentials ($COHR). Drill Down Earnings, Ep. 103

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 #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @Dri...

May 07, 2024•8 min•Season 2Ep. 103

Drill Down Earnings, Ep. 102: Microchip Q4 earnings essentials ($MCHP)

Instant analysis of Microchip ($MCHP) Q4 earnings, as we hear from CEO Ganesh Moorthy. 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 #Microchip #Earnings @Microchip $MCHP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices...

May 07, 2024•6 min•Season 2Ep. 102

Drill Down Earnings, Ep. 101: Lucid Group Q1 earnings essentials ($LCID)

Lucid Group ($LCID) Q1 earnings – will the company go broke? We hear from CEO Peter Rawlinson. 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 #Lucid Group #Earnings @Lucid Group $LCID #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod #ElectricCar #Tesla #EV #SUV Learn more about your a...

May 07, 2024•6 min•Season 2Ep. 101

Drill Down Earnings, Ep. 100: Lumentum Q3 earnings essentials ($LITE)

Instant analysis of Lumentum ($LITE) Q3 earnings, as we hear from CEO Alan Lowe. 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 #Lumentum #Earnings @Lumentum $LITE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

May 06, 2024•7 min•Season 2Ep. 100

Drill Down Earnings, Ep. 99: Apple Q1 earnings essentials ($AAPL)

Instant analysis of Apple ($AAPL) Q1 earnings, as we hear from CEO Tim Cook. 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 #Apple #Earnings @Apple $AAPL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

May 03, 2024•8 min•Season 2Ep. 99

Drill Down Earnings, Ep. 98: Cloudflare Q1 earnings essentials ($NET)

Instant analysis of Cloudflare ($NET) Q1 earnings, as we hear from CEO Matt Prince. 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 #Cloudflare #Earnings @Cloudflare $NET #Technology #Software #CloudComputing #CyberSecurity #Security #AI #ArtificialIntelligence #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices...

May 03, 2024•6 min•Season 2Ep. 98

Drill Down Earnings, Ep. 97: Block Q1 earnings essentials ($SQ)

Instant analysis of Block ($SQ) Q1 earnings, as we hear from CEO Jack Dorsey. 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 #Block #Earnings @Block $SQ #Technology #Payments #CloudComputing #Chips #Fintech #Crypto #Bitcoin #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

May 03, 2024•6 min•Season 2Ep. 97

Drill Down Earnings, Ep. 96: Fortinet Q1 earnings essentials ($FTNT)

Instant analysis of Fortinet ($FTNT) Q1 earnings, as we hear from CEO Ken Xie. 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 #Fortinet #Earnings @Fortinet $FTNT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

May 03, 2024•5 min•Season 2Ep. 96

Drill Down Earnings, Ep. 95: Paycom Q1 earnings essentials ($PAYC)

Analysis of Paycom ($PAYC) Q1 earnings, as we hear from Chad Richison, founder and CEO. 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 #Paycom #Earnings @Paycom $PAYC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices...

May 02, 2024•5 min•Season 2Ep. 95

Drill Down Earnings, Ep. 94: Informatica Q1 earnings essentials ($INFA)

Instant analysis of Informatica ($INFA) Q1 earnings, as we hear from CEO Amit Walia. 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 #Informatica #Earnings @Informatica $INFA #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices...

May 02, 2024•5 min•Season 2Ep. 94

Drill Down Earnings, Ep. 93: A quick look at Qualcomm ($QCOM) and its Q2 earnings report

A rapid-fire, insightful look at breaking earnings from Qualcomm ($QCOM) as we hear from CEO Cristiano Amon. 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 #Qualcomm #Earnings @Qualcomm $QCOM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit mega...

May 01, 2024•6 min•Season 2Ep. 93

Drill Down Earnings, Ep. 92: A quick look at Amazon.com ($AMZN) and its Q1 earnings report

A rapid-fire, insightful look at breaking earnings from Amazon.com ($AMZN) as we hear from CEO Andy Jassey. 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 #Amazon.com #Earnings @Amazon.com $AMZN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit m...

May 01, 2024•7 min•Season 2Ep. 92

Drill Down Earnings, Ep. 91: A quick look at Supermicro ($SMCI) and its Fiscal Q3 earnings report

A rapid-fire, insightful look at breaking earnings from Supermicro ($SMCI) as we hear from CEO Charles Liang. 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 #Supermicro #Earnings @Supermicro $SMCI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit...

Apr 30, 2024•2 min•Season 2Ep. 91

Drill Down Earnings, Ep. 90: A quick look at AMD ($AMD) and its Q1 earnings report

A rapid-fire, insightful look at breaking earnings from AMD ($AMD) as we hear from CEO Lisa Su. 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 #AMD #Earnings @AMD $AMD #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices...

Apr 30, 2024•6 min•Season 2Ep. 90

Drill Down Earnings, Ep. 89: A quick look at PayPal ($PYPL) and its Q1 earnings report

A rapid-fire, insightful look at breaking earnings from PayPal ($PYPL) as we hear from the companies new CEO Alex Chriss. 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 #PayPal #Earnings @PayPal $PYPL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. V...

Apr 30, 2024•6 min•Season 2Ep. 89

Drill Down Earnings, Ep. 88: A quick look at NXP Semiconductor ($NXPI) and its Q1 earnings report

A rapid-fire, insightful look at breaking earnings from NXP Semiconductor ($NXPI) as we hear from CEO Kurt Sievers. 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 #NXP Semiconductor #Earnings @NXP Semiconductor $NXPI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about yo...

Apr 30, 2024•7 min•Season 2Ep. 88

Drill Down Earnings, Ep. 87: A quick look at Chegg ($CHGG) and its Q1 earnings report.

A rapid-fire, insightful look at breaking earnings from Chegg ($CHGG) as we hear from CEO outgoing CEO Dan Rosensweig. 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 #Chegg #Earnings @Chegg $CHGG #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit ...

Apr 30, 2024•7 min•Season 2Ep. 87

Drill Down Earnings, Ep. 86: A quick look at Lattice Semiconductor ($LSCC) and its Q1 earnings report.

A rapid-fire, insightful look at breaking earnings from Lattice Semiconductor ($LSCC) as we hear from CEO Jim Anderson. 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 #Lattice Semiconductor #Earnings @Lattice Semiconductor $LSCC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn m...

Apr 29, 2024•6 min•Season 2Ep. 86

Drill Down Earnings, Ep. 85: A quick look at ON Semiconductor ($ON) and its Q1 earnings report

A rapid-fire, insightful look at breaking earnings from ON Semiconductor ($ON) as we hear from CEO Hassane El-Khoury. 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 #ON Semiconductor #Earnings @ON Semiconductor $ON #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your...

Apr 29, 2024•7 min•Season 2Ep. 85

Drill Down Earnings, Ep. 84: A quick look at Atlassian ($TEAM) and its Q3 2024 earnings report.

A rapid-fire, insightful look at breaking earnings from Atlassian ($TEAM) as we hear from CEO Mike Cannon-Brookes. 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 #Atlassian #Earnings @Atlassian $TEAM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Vi...

Apr 26, 2024•7 min•Season 2Ep. 84

Drill Down Earnings, Ep. 83: A quick look at Snap ($SNAP) and its Q1 earnings report.

A rapid-fire, insightful look at breaking earnings from Snap ($SNAP) as we hear from CEO Evan Spiegel. 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 #Snap #Earnings @Snap $SNAP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adcho...

Apr 26, 2024•6 min•Season 2Ep. 83

Drill Down Earnings, Ep. 82: A quick look at Alphabet ($TICKERTK) and its Q1 earnings report.

A rapid-fire, insightful look at breaking earnings from Alphabet ($TICKERTK) as we hear from CEO Sundar Pichai. 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 #Alphabet #Earnings @Alphabet $TICKERTK #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Vis...

Apr 26, 2024•6 min•Season 2Ep. 82

Drill Down Earnings, Ep. 81: A quick look at Microsoft ($MSFT) and its Q1 earnings report.

AI drives results from Microsoft ($MSFT) as we hear from CEO Satya Nadella. 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 #Microsoft #Earnings @Microsoft $MSFT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 26, 2024•6 min•Season 2Ep. 81

Drill Down Earnings, Ep. 80: A quick look at Intel ($INTC) and its Q1 earnings report.

A rapid-fire, insightful look at breaking earnings from Intel ($INTC) as we hear from CEO Pat Gelsinger. 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 #Intel #Earnings @Intel $INTC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/a...

Apr 25, 2024•6 min•Season 2Ep. 80

Drill Down Earnings, Ep. 79: A quick look at Teradyne ($TER) and its Q1 earnings report.

A look at breaking earnings from Teradyne ($TER), a partnership with Nvidia and we hear from CEO Greg Smith about robots! 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 #Teradyne #Earnings @Teradyne $TER #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices...

Apr 25, 2024•6 min•Season 2Ep. 79

Drill Down Earnings, Ep. 78: A quick look at ServiceNow ($NOW) and its Q1 earnings report

A rapid-fire, insightful look at breaking earnings from ServiceNow ($NOW) as we hear from CEO Bill McDermott. 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 #ServiceNow #Earnings @ServiceNow $NOW #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit ...

Apr 25, 2024•8 min•Season 2Ep. 78

Drill Down Earnings, Ep. 77: A quick look at Meta ($META) and its Q1 earnings report.

A rapid-fire, insightful look at breaking earnings from Meta ($META) as we hear from CEO Mark Zuckerberg. 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 #Meta #Earnings @Meta $META #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/ad...

Apr 25, 2024•7 min•Season 2Ep. 77

Drill Down Earnings, Ep. 76: A quick look at IBM ($IBM) and its Q1 earnings report.

A rapid-fire, insightful look at breaking earnings from IBM ($IBM) as we hear from CEO Arvind Krishna. 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 #IBM #Earnings @IBM $IBM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoice...

Apr 24, 2024•6 min•Season 2Ep. 76

Drill Down Earnings, Ep. 75: A quick look at Vertiv ($VRT) and its Q1 earnings report.

A rapid-fire, insightful look at breaking earnings from Vertiv ($VRT) as we hear from CEO Gio Albertazzi. 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 #Vertiv #Earnings @Vertiv $VRT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm...

Apr 24, 2024•7 min•Season 2Ep. 75

Drill Down Earnings, Ep. 74: A quick look at Tesla ($TSLA) and its Q1 earnings report.

A rapid-fire, insightful look at breaking earnings from Tesla ($TSLA) as we hear from CEO Elon Musk. 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 #Tesla #Earnings @Tesla $TSLA #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adcho...

Apr 24, 2024•8 min•Season 2Ep. 74

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