How Verint CEO Dan Bodner (VRNT) is harnessing artificial intelligence and digital technology to try to improve customer experience and its chat bots. Constellation Energy (CEG) may see a boost from the climate bill. Tyson Foods (TSN) finds benefits in cheap meat. Palantir Technologies (PLTR) leaves us wondering what would be left of the company without its lucrative government contracts. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Le...
Aug 10, 2022•35 min•Season 1Ep. 166
Hybrid cloud software provider Nutanix CEO Rajiv Ramaswami (NTNX) explains his company’s invisible cloud-philosophy. What Lucid (LCID) may need to do to get beyond the supply chain bottlenecks it says are keeping the electronic vehicle maker stuck in low gear. Advanced Micro Devices (AMD) says it expects the weak personal computer market to persist until the end of the year. Oil and gas drilling contractor Nabors Industries (NBR) is preparing for a productive new year. The Drill Down with Cory J...
Aug 05, 2022•36 min•Season 1Ep. 165
Informatica CEO Amit Walia (INFA) sees pandemic-induced digitization across industries continuing. But what happens if remote work truly comes to an end? Cryptocurrency bank Silvergate Capital (SI) defies short sellers and sees no reason to make changes to its strategy. Ally Financial (ALLY) explains why higher rates may not be a challenge for car sellers. Halliburton (HAL) gives us clues as to when drillers may start drilling again. The Drill Down with Cory Johnson offers a regular look at the ...
Aug 04, 2022•42 min•Season 1Ep. 163
How atai Life Sciences CEO Florian Brand (ATAI) is leading the way in the emerging science of psychedelic drug development and revolutionizing psychiatric biotech medicine. Ford Motor Company (F) plans to change potentially every part of its business as it drives toward an EV future… We discuss how the automaker is securing the materials necessary to do so. Single-family homebuilder Century Communities (CCS) explains why higher rates may actually be a good thing for its inventory. Columbia Sport...
Jul 29, 2022•52 min•Season 1Ep. 164
Stratasys CEO Dr. Yoav Zeif (SSYS) tells us how the business of 3D printing is evolving. Could smaller oil producers like Talos Energy (TALO) be preparing to drill more? Why home construction supplier Fastenal (FAST) is talking about deflationary pressures rather than inflation. Conagra Brands (CAG) hints that food inflation pressures may be peaking. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit m...
Jul 15, 2022•42 min•Season 1Ep. 162
CrowdStrike (CRWD) co-founder and CEO George Kurtz explains the company’s rapid growth and why a slow down in technology spending will not affect cybersecurity. NovaGold’s (NG) liquidity struggles and giant Alaskan gold mine. Micron Technology (MU) sees a meaningful slowdown in PCs and smartphones. And beer. Lots of beer. Constellation Brands (STZ) rides strong beer sales to offset rising transportation and raw-material costs. The Drill Down with Cory Johnson offers a regular look at the busines...
Jul 08, 2022•35 min•Season 1Ep. 161
Cybersecurity leader Zscaler CEO Jay Chaudhry (ZS) makes the case for "zero trust" services… and how he’s bringing IT network security into the cloud-based era. Bed Bath & Beyond (BBBY) shows its CEO the door after a spectacularly failed turn-around. Will General Mills (GIS) be able to maintain healthy sales if inflation gets as bad as it warns and if a pandemic-era government program expires? AeroVironment (AVAV)’s drones are being used successfully by Ukraine on the battlefield… but supply...
Jul 05, 2022•33 min•Season 1Ep. 160
How Mister Car Wash CEO John Lai (MCW) uses technology and old fashioned customer service to keep its profits pouring in. Carnival (CCL) aims to keep its customers loyal and sticky. FactSet Research Systems (FDS) waves off investor concerns and shows how to successfully invest in one’s own business even when your broader industry faces challenges. Smith & Wesson Brands (SWBI) gets a bump from the Supreme Court… but what about its long term business? The Drill Down with Cory Johnson offers a ...
Jun 27, 2022•41 min•Season 1Ep. 159
Blend Labs CEO Nima Ghamsari (BLND) explains the cloud-company’s customer-first philosophy and how he aims to make the banking industry more transparent and fast-paced. How Oracle (ORCL) is managing to build momentum in the cloud despite stiff competition. La-Z-Boy Incorporated (LZB) shows us how to keep sales growing in the face of inflationary pressures and supply chain headaches. Kroger (KR) sees green thanks to loyal customers willing to stomach higher costs. The Drill Down with Cory Johnson...
Jun 23, 2022•34 min•Season 1Ep. 158
How Phillips Edison CEO Jeffrey Edison (PECO) steered his shopping center real estate business through the pandemic with a focus on locality and design. How the owner of Famous Footwear, Caleres (CAL), has successfully managed shifting consumer habits and demand. Valvoline (VVV) may be of interest to a buyer and refuses to face hard questions from analysts. Excelerate Energy (EE) may be able to help Europe with its changing fuel needs. The Drill Down with Cory Johnson offers a regular look at th...
May 25, 2022•45 min•Season 1Ep. 157
The science behind seamless expense-reporting with Expensify CEO David Barrett’s (EXFY) and how they innovated the industry business model. How Kohl’s (KSS) raises prices and passes along rising costs to their customers. Deere & Company (DE) sees inflation coming from supply chain problems… and predicts when that’s going to end. How Foot Locker (FL) made the most of the pandemic and machine learning to improve its bottom line. The Drill Down with Cory Johnson offers a regular look at the bus...
May 20, 2022•34 min•Season 1Ep. 156
VICI Properties CEO Ed Pitionak (VICI) explains how he manages a huge chunk of the Las Vegas strip and why casinos can be incredibly resilient in the face of global pandemics. Beyond Meat (BYND) says it still has enough cash on hand to weather its current, ongoing, situation. Roblox (RBLX) insists its rough months are behind it… but what about getting around Apple privacy blockade? How Polaris (PII) successfully manages its supplier relationships. The Drill Down with Cory Johnson offers a regula...
May 12, 2022•40 min•Season 1Ep. 155
DICE Therapeutics CEO Kevin Judice, PhD., (DICE), explains the company’s focus on democratizing skin disease therapies. Brunswick (BC) says the business is doing well… but is anyone listening? Chegg (CHGG) sounds the alarm about the current state of higher education in the U.S. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices
May 04, 2022•45 min•Season 1Ep. 154
The industrial era for crypto? Riot Blockchain CEO Jason Les (RIOT)’s unique source of cheap power promises a big bump in bitcoin mining. Is HCA Healthcare (HCA) showing the rest of us just where the latest bout of inflation could be permanent? Why Hewlett Packard Enterprise (HPE) expects demand to be strong. Why Marine Products (MPX) may be saying something different from what we are hearing from the market. The Drill Down with Cory Johnson offers a regular look at the business stories behind s...
Apr 25, 2022•42 min•Season 1Ep. 153
SolarWinds CEO Sudhakar Ramakrishna (SWI) weighs in on the current cybersecurity threat from the Kremlin, how his company has evolved since being hacked in 2020 and what SolarWinds is doing to manage an explosion in home-based security concerns for its customers. Why American Airlines (AAL) shares may not reflect the health of its business or the industry at large. Why C4 Therapeutics (CCCC) may change its plan to create a therapy that would encourage cancerous tumors to kill themselves. How EnL...
Apr 13, 2022•41 min•Season 1Ep. 152
dLocal COO Sumita Pandit (DLO) explains how her fintech connects global merchants to consumers in emerging markets – and covers all aspects of a transaction no matter the local currency. Newly public Blend Labs (BLND) struggles with rising interest rates and stiff cloud competition. Crane (CR) makes a big move to take on Block and other payment companies and to remind investors about the value of the company's various divisions. BlackBerry (BB) insists it has the stuff to be a cybersecurity succ...
Apr 06, 2022•34 min•Season 1Ep. 151
How digital media powerhouse Criteo and its new CEO Megan Clarken (CRTO) are finding ways around the privacy limitations from Apple and Facebook. Fintech heavyweight Paychex (PAYX) finds new lines of business are possible thanks to millions of workers quitting their jobs. Why RH (RH) is blaming Russia for its weak results. What IGM Biosciences (IGMS) needs to do with a lifesaving cash infusion from Sanofi. The Drill Down with Cory Johnson offers a regular look at the business stories behind stoc...
Mar 30, 2022•41 min•Season 1Ep. 150
Legend Biotech CEO Ying Huang, PhD., (LEGN) tells us about the company’s newly approved treatment for a rare and complicated blood cancer and on LEGN’s partnership with Johnson & Johnson. Helmerich & Payne (HP) may see rising demand for rigs as oil companies prepare for an uptick in U.S. production. How U.S. Steel (X) will benefit as some Trump-era tariffs are ended. Brunswick Corporation (BC) throws cold water on the idea that higher gas prices may lead to lower demand for boats. The Dr...
Mar 24, 2022•42 min•Season 1Ep. 149
How Weedmaps plans to become the Amazon and Shopify of cannabis. We talked to WM Technology CEO Chris Beals (MAPS). How contract technology manufacturer Jabil (JBL) seems to be navigating supply chain issues — with a big help from APPLE. HollyFrontier (DINO) moves profitably from refining OIL to refining renewables. How KAR Auction Services (KAR) may have quietly sold you your recent used car. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the mov...
Mar 16, 2022•49 min•Season 1Ep. 148
ZeroFox CEO James Foster (LNFA) on crafting a successful SPAC IPO and landing one of the largest and most sensitive government security contracts. Bumble (BMBL) shares the hard facts of just how much love was lost during the pandemic. Despite significant struggles, Trean Insurance Group (TIG) says it has no plans to change its strategy moving forward. How Tidewater (TDW) is building a renewable energy empire across the globe. The Drill Down with Cory Johnson offers a regular look at the business...
Mar 11, 2022•46 min•Season 1Ep. 147
An exclusive interview with Oshkosh CEO John Pfeifer (OSK) on converting gas powered postal trucks to electric power. Will partnerships with restaurants and fast-food chains rescue Beyond Meat (BYND)? What home-flipper Opendoor Technologies (OPEN) plans to do with its thousands of unsold homes. The steps Nordstrom (JWN) has been taking to improve performance and bring awareness to its brand. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move....
Mar 03, 2022•47 min•Season 1Ep. 146
How Vera Therapeutics CEO Marshall Fordyce (VERA) is targeting the source of a rare kidney disease… and the area of clinical research that needs the most innovation. The CEO of CVR Energy (CVI) offers clues that he may be focused on stock gains rather than business gains. Data from American Axle & Manufacturing Holdings (AXL) suggests that Tesla’s days as the electric car leader may be numbered. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on t...
Feb 23, 2022•41 min•Season 1Ep. 145
The cybersecurity company aiming to make devices more resilient and able to self-heal… Absolute Software CEO Christy Wyatt (ABST) is our guest. ViacomCBS (VIAC) attempts to reframe itself as a streaming king… but the way it mishandled the streaming rights to one of the company’s most popular shows is a source of deep concern. How Devon Energy (DVN) emerged a winner throughout the pandemic and why the company isn’t putting much faith in higher oil costs. Shopify (SHOP) struggles to adjust to a po...
Feb 16, 2022•42 min•Season 1Ep. 144
SailPoint CEO Mark McClain (SAIL) gives details about his novel approach to internet security. Why tech company New Relic (NEWR) is struggling in the face of rising competition and keep its turnaround on track. How Pfizer (PFE) scored its blockbuster quarter… and tells us about a promising new therapy on the horizon. Chipotle Mexican Grill (CMG) keeps its focus on digital sales while trying to manage inflation pressures. The Drill Down with Cory Johnson offers a regular look at the business stor...
Feb 09, 2022•43 min•Season 1Ep. 143
Latch CEO Luke Schoenfelder (LTCH) tells us how he’s using new technology to update the apartment industry. How Alphabet’s (GOOG) smart bidding works… and how its artificial intelligence is helping advertisers. Why Clorox (CLX) may be finding it challenging to pass inflation pressures onto consumers. How ConocoPhillips (COP) is discovering new oil while managing risk. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your a...
Feb 03, 2022•35 min•Season 1Ep. 142
Axos CEO Greg Garrabrants (AX) explains his strategy of making big returns on investments even when the company’s stock faces pressure. What Boeing (BA) is doing with a surplus of inventory. How Intel (INTC) is managing growing chip competition. Why Tesla (TSLA) continues to promise self-driving cars. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 28, 2022•35 min•Season 1Ep. 141
Ideanomics CEO Alf Poor (IDEX) responds to short sellers who accuse the company of fraud. You’ll be surprised what the CEO admits to. Why Procter & Gamble (PG) price increases may be tough on customers, but good for P&G. J B Hunt Transport Services (JBHT) has more business than it can handle. Cardiff Oncology’s (CRDF) colorectal cancer study isn’t liked by the market, but cancer patients digging deeper might see some hope. The Drill Down with Cory Johnson offers a regular look at the bus...
Jan 19, 2022•43 min•Season 1Ep. 140
Inventiva Pharmaceuticals CEO Frederic Cren (IVA) discusses his possible treatment for a liver disease affecting a huge population of overweight americans. How Albertsons (ACI) is relying on its so-called “loyalty ladder” and an online strategy to push sales higher and keep inflation pressures in check. Why Delta Air Lines (DAL) isn’t sweating the timing of Omicron’s pandemic surge. Concrete Pumping Holdings (BBCP) says commercial construction is making a comeback. The Drill Down with Cory Johns...
Jan 13, 2022•30 min•Season 1Ep. 139
How Rocket Lab CEO Peter Beck (RKLB) gives SpaceX a run for its money– quietly launching over 100 satellites with dozens of launches. FuelCell Energy (FCEL) needs a bigger boat. How Beyond Meat (BYND) announces and reannouncesan old deal for a new boost to the stock price. A big bet on green fracking rigs pays off for Nextier Oilfield Solutions (NEX). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit ...
Jan 06, 2022•38 min•Season 1Ep. 138
Agilent CEO Mike McMullen (A) tells us about the company’s most promising business unit. Destination XL Group (DXLG) shows retailers how to make a comeback during a pandemic… especially when waistlines expand. Builders FirstSource (BLDR) pre-fabs its way to success in 2021 and makes the best of supply chain hurdles. The innovative long-term turnaround strategy employed by Yellow (YELL). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Lear...
Dec 31, 2021•38 min•Season 1Ep. 137
