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

Drill Down Earnings, Ep. 220: SAP Q3 earnings essentials ($SAP)

Instant analysis of SAP ($SAP) Q3 earnings, as we hear from CEO Christian Klein. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #SAP #Earnings @SAP $SAP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 22, 2024•5 min•Season 2Ep. 223

Drill Down Earnings, Ep. 219: ASML Q3 earnings essentials ($ASML)

🎙️ The Drill Down: ASML Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack ASML ($ASML) Q3 performance with Christophe Forquet. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ASML leadership 🧠 Expert analysis by Cory Johnson, Chief ...

Oct 16, 2024•7 min•Season 2Ep. 219

Drill Down Earnings, Ep. 218: Micron Technology Q4 2024 earnings essentials ($MU)

Instant analysis of Micron Technology ($MU) Q4 2024 earnings, as we hear from CEO Sanjay Mehrotra. 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 #Micron Technology #Earnings @Micron Technology $MU #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visi...

Sep 26, 2024•7 min•Season 2Ep. 218

Drill Down Earnings, Ep. 217: Adobe Q3 earnings essentials ($ADBE)

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

Sep 12, 2024•6 min•Season 2Ep. 217

Drill Down Earnings, Ep. 216: GameStop Q2 earnings essentials ($GME)

GameStop's Q2 Earnings: Business Stinks, Stock Sales Rock Instant analysis of GameStop ($GME) Q2 earnings, as we hear from CEO Ryan Cohen. 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 #GameStop #Earnings @GameStop $GME #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more abou...

Sep 10, 2024•5 min•Season 2Ep. 216

Drill Down Earnings, Ep. 215: Oracle Q1 FY 2025 earnings essentials ($ORCL)

Instant analysis of Oracle ($ORCL) Q1 FY 2025 earnings, as we hear from CEO chief technology officer and founder Larry Ellison. More than “beat” or “miss” –the Drill Down Earnings with chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Oracle #Earnings @Oracle $ORCL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit meg...

Sep 09, 2024•7 min•Season 2Ep. 215

Drill Down Earnings, Ep. 214: Broadcom Q3 earnings essentials ($AVGO)

Broadcom Q3: How weak device sales hid strong AI revenues. Instant analysis of Broadcom ($AVGO) Q3 earnings, as we hear from CEO Hock Tan. 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 #Broadcom #Earnings @Broadcom $AVGO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more abo...

Sep 09, 2024•6 min•Season 2Ep. 214

Drill Down Earnings, Ep. 213: Docusign Q2 earnings essentials ($DOCU)

Instant analysis of Docusign ($DOCU) Q2 earnings, as we hear from CEO Allan Thygesen. 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 #Docusign #Earnings @Docusign $DOCU #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices...

Sep 05, 2024•5 min•Season 2Ep. 213

Drill Down Earnings, Ep. 212: Smartsheet Q2 earnings essentials ($SMAR)

Instant analysis of Smartsheet ($SMAR) Q2 earnings, as we hear from CEO Mark Mader. 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 #Smartsheet #Earnings @Smartsheet $SMAR #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices...

Sep 05, 2024•5 min•Season 2Ep. 211

Drill Down Earnings, Ep. 211: C3.ai Q1 earnings essentials ($AI)

Instant analysis of C3.ai ($AI) Q1 earnings, as we hear from CEO Tom Siebel. 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 #C3.ai #Earnings @C3.ai $AI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 05, 2024•7 min•Season 2Ep. 211

Drill Down Earnings, Ep. 210: Hewlett Packard Enterprise Q3 earnings essentials ($HPE)

Instant analysis of Hewlett Packard Enterprise ($HPE) Q3 earnings, as we hear from CEO Antonio Neri. 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 #Hewlett Packard Enterprise #Earnings @Hewlett Packard Enterprise $HPE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about ...

Sep 04, 2024•7 min•Season 2Ep. 205

Drill Down Insider, Infleqtion CEO Mathew Kinsella and a look at the PRESENT and quantum technology

In this episode, we sit down with Mathew Kinsella, CEO of Infleqtion, to explore the exciting world of quantum technology. Beyond the buzz about quantum computing, Mathew sheds light on the broader applications of quantum technology that are already making a real impact. We delve into specific examples across defense, telecom, enterprise, and more, showcasing the diverse range of industries benefiting from quantum advancements. Mathew also discusses the immense market opportunity and the growing...

Sep 04, 2024•16 min

Drill Down Earnings, Ep. 209: Zscaler Q4 earnings essentials ($ZS)

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

Sep 04, 2024•6 min•Season 2Ep. 209

Drill Down Insider, Elastic's CEO Ash Kulkarni on the Future of Enterprise Search

In this episode, we dive deep into the innovative world of AI-driven enterprise search with Ash Kulkarni, CEO of Elastic. Ash shares insights on how Elastic is leveraging AI to transform the way businesses search, analyze, and act on their data. Key Topics: - Elastic's AI Journey: Learn about Elastic's strategic shift towards AI and the company's vision for the future. - AI-Powered Search: Discover how Elastic's AI capabilities are enhancing search results, improving user experiences, and drivin...

Sep 03, 2024•19 min

Drill Down Earnings, Ep. 208: Elastic Q1 earnings essentials ($ESTC)

Elastic's Q1 Earnings: Revenue Soars, Customer Growth Woes. Instant analysis of Elastic ($ESTC) Q1 earnings, as we hear from CEO Ash Kulkarni. 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 #Elastic #Earnings @Elastic $ESTC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more a...

Aug 30, 2024•5 min•Season 2Ep. 208

Drill Down Earnings, Ep. 206: Dell Q2 earnings essentials ($DELL)

Instant analysis of Dell ($DELL) Q2 earnings, as we hear from CEO Michael Dell. 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 #Dell #Earnings @Dell $DELL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 30, 2024•5 min•Season 2Ep. 206

Drill Down Earnings, Ep. 207: Autodesk Q2 earnings essentials ($ADSK)

Instant analysis of Autodesk ($ADSK) Q2 earnings, as we hear from CEO Andrew Anagnost. 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 #Autodesk #Earnings @Autodesk $ADSK #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices...

Aug 30, 2024•5 min•Season 2Ep. 207

Drill Down Earnings, Ep. 205: Salesforce Q2 earnings essentials ($CRM)

Instant analysis of Salesforce ($CRM) Q2 earnings, as we hear from CEO Marc Benioff. 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 #Salesforce #Earnings @Salesforce $CRM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices...

Aug 29, 2024•6 min•Season 2Ep. 205

Drill Down Earnings, Ep. 203: NVIDIA Q2 earnings essentials ($NVDA)

Instant analysis of NVIDIA ($NVDA) Q2 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 29, 2024•8 min•Season 2Ep. 203

Drill Down Earnings, Ep. 204: Crowdstrike Q2 earnings essentials ($CRWD)

Instant analysis of Crowdstrike ($CRWD) Q2 earnings, as we hear from CEO George Kurtz. 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 #Crowdstrike #Earnings @Crowdstrike $CRWD #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoic...

Aug 29, 2024•6 min•Season 2Ep. 204

Drill Down Earnings, Ep. 202: Box Q2 earnings essentials ($BOX)

Instant analysis of Box ($BOX) Q2 earnings, as we hear from CEO Aaron Levie. 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 #Box #Earnings @Box $BOX #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 29, 2024•6 min•Season 2Ep. 202

Drill Down Earnings, Ep. 201: Workday Q2 earnings essentials ($WDAY)

Instant analysis of Workday ($WDAY) Q2 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 @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 23, 2024•5 min•Season 2Ep. 201

Drill Down Earnings, Ep. 200: Zoom Q2 earnings essentials ($ZM)

Instant analysis of Zoom ($ZM) Q2 earnings, as we hear from CFO Kelly Steckelberg. 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 #Earnings @Zoom $ZM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 22, 2024•5 min•Season 2Ep. 200

Drill Down Earnings, Ep. 199: Snowflake Q2 earnings essentials ($SNOW)

Instant analysis of Snowflake ($SNOW) Q2 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 @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoice...

Aug 22, 2024•6 min•Season 2Ep. 199

Drill Down Earnings, Ep. 198: Synopsys Q3 earnings essentials ($SNPS)

Instant analysis of Synopsys ($SNPS) Q3 earnings, as we hear from CEO Sassine Ghazi. 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 @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices...

Aug 22, 2024•6 min•Season 2Ep. 198

Drill Down Earnings, Ep. 197: Analog Devices Q3 earnings essentials ($ADI)

Instant analysis of Analog Devices ($ADI) Q3 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 #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm...

Aug 22, 2024•6 min•Season 2Ep. 197

Drill Down Earnings, Ep. 196: Palo Alto Networks Q4 earnings essentials ($PANW)

Instant analysis of Palo Alto Networks ($PANW) Q4 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 #Palo Alto Networks #Earnings @Palo Alto Networks $PANW #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit...

Aug 20, 2024•5 min•Season 2Ep. 196

Drill Down Earnings, Ep. 195: Coherent Q4 earnings essentials ($COHR)

Instant analysis of Coherent ($COHR) Q4 earnings, 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 #Coherent #Earnings @Coherent $COHR #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 15, 2024•5 min•Season 2Ep. 195

Drill Down Earnings, Ep. 194: Applied Materials Q3 earnings essentials ($AMAT)

Instant analysis of Applied Materials ($AMAT) Q3 earnings, as we hear from CFO Brice Hill. 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 #Applied Materials #Earnings @Applied Materials $AMAT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit mega...

Aug 15, 2024•6 min•Season 2Ep. 194

Drill Down Earnings, Ep. 193: Cisco Q4 earnings essentials ($CSCO)

Instant analysis of Cisco ($CSCO) Q4 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 #Earnings @Cisco $CSCO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 15, 2024•5 min•Season 2Ep. 193

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