🎙️ The Drill Down: Tesla Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Tesla ($TSLA) Q4 performance with CEO Elon Musk. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Tesla leadership 🧠 Expert analysis by Cory Johnson, Chief Mar...
Jan 30, 2025•6 min•Season 2Ep. 278
🎙️ The Drill Down: Microsoft Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q4 performance with CEO Satya Nadella. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Microsoft leadership 🧠 Expert analysis by Cory Jo...
Jan 30, 2025•3 min•Season 2Ep. 277
🎙️ The Drill Down: ASML Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack ASML ($ASML) Q4 performance with CEO Christophe Forquet. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ASML leadership 🧠 Expert analysis by Cory Johnson, Chi...
Jan 29, 2025•6 min•Season 2Ep. 276
🎙️ The Drill Down: F5 Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack F5 ($FFIV) Q1 2025 performance with CEO François Locoh-Donou. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from F5 leadership 🧠 Expert analysis by Cory Johnso...
Jan 29, 2025•4 min•Season 2Ep. 275
🎙️ The Drill Down: SAP Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack SAP ($SAP) Q4 performance with CEO Christian Klein. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from SAP leadership 🧠 Expert analysis by Cory Johnson, Chief Mark...
Jan 29, 2025•5 min•Season 2Ep. 274
🎙️ The Drill Down: Micron Technology Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Micron Technology ($MU) Q1 2025 performance with Sanjay Mehrotra. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Micron Technology leadership...
Dec 20, 2024•7 min•Season 2Ep. 273
🎙️ The Drill Down: Broadcom Q4 2024 Earnings Deep Dive 💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q4 2024 performance with Hock Tan. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Broadcom leadership 🧠 Expert analysis by Cory John...
Dec 13, 2024•5 min•Season 2Ep. 272
🎙️ The Drill Down: Adobe Q4 2024 Earnings Deep Dive 💡 Beyond the numbers: Unpack Adobe ($ADBE) Q4 2024 performance with Shantanu Narayen. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Adobe leadership 🧠 Expert analysis by Cory Johns...
Dec 12, 2024•6 min•Season 2Ep. 271
🎙️ The Drill Down: Oracle Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Oracle ($ORCL) Q2 Fiscal Year 2025 performance with Oracle Founder and the world's fourth richest person Larry Ellison. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered...
Dec 10, 2024•8 min•Season 2Ep. 268
🎙️ The Drill Down: C3.ai Q2 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack C3.ai ($AI) Q2 2025 performance with Tom Siebel. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from C3.ai leadership 🧠 Expert analysis by Cory Johnson, Chie...
Dec 10, 2024•6 min•Season 2Ep. 270
🎙️ The Drill Down: Hewlett Packard Enterprise Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q4 performance with Antonio Neri. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Hewlett Packard Enterp...
Dec 06, 2024•6 min•Season 2Ep. 267
🎙️ The Drill Down Insider: Synopsys CFO Shelagh Glaser 💡 Join host Cory Johnson for an in-depth conversation with Synopsys CFO Shelagh Glaser, exploring how finance and engineering can find optimism and excitement in the evolving world of AI. 🔍 In this revealing episode, they unpack: Embracing the opportunities of designing tools for an AI-driven future Finding inspiration in the potential of advanced technologies Leading through transformative changes like mergers, spinoffs, and a CEO transi...
Dec 06, 2024•18 min•Season 3Ep. 6
🎙️ The Drill Down: Synopsys Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q4 performance with Sassine Ghazi. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Synopsys leadership 🧠 Expert analysis by Cory Johnson, ...
Dec 05, 2024•7 min•Season 2Ep. 266
🎙️ The Drill Down Insider: Yext CEO Michael Walrath 💡 Take a deep dive with host Cory Johnson as he sits down with Michael Walrath, CEO of Yext, for a candid conversation about leading an AI-powered search platform in today's tech landscape. This exclusive interview moves beyond surface-level tech talk to explore how Yext is revolutionizing digital knowledge management and enterprise search. 🔍 In this revealing episode, Johnson and Walrath unpack: How Yext's AI-powered search platform is tran...
Dec 05, 2024•23 min•Season 3Ep. 4
🎙️ The Drill Down Insider: . Elastic CEO Ash Kulkarni 💡 Take a deep dive with host Cory Johnson as he sits down with Ash Kulkarni, CEO of Elastic, for a candid conversation about leading an AI-powered enterprise in today's tech landscape. This exclusive interview moves beyond surface-level tech talk to explore how Elastic is revolutionizing search, security and observability through artificial intelligence. 🔍 In this revealing episode, Johnson and Kulkarni unpack: Elastic's transformation int...
Dec 04, 2024•22 min•Season 3Ep. 3
🎙️ The Drill Down: Okta Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Okta ($OKTA) Q3 performance with Todd McKinnon. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Okta leadership 🧠 Expert analysis by Cory Johnson, Chief Market...
Dec 04, 2024•6 min•Season 2Ep. 265
🎙️ The Drill Down: Box Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Box ($BOX) Q3 performance with Aaron Levie. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Box leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strat...
Dec 04, 2024•6 min•Season 2Ep. 264
🎙️ The Drill Down: Zscaler Fiscal Q1 2026 Earnings Deep Dive 💡 Beyond the numbers: Unpack Zscaler ($ZS) Fiscal Q1 2025 performance with Jay Chaudhry. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Zscaler leadership 🧠 Expert analysis...
Dec 03, 2024•6 min•Season 2Ep. 258
🎙️ The Drill Down: Crowdstrike Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Crowdstrike ($CRWD) Q3 performance with George Kurtz. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Crowdstrike leadership 🧠 Expert analysis by Cory J...
Nov 27, 2024•7 min•Season 2Ep. 262
🎙️ The Drill Down: Dell Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Dell ($DELL) Q3 performance with CFO Jeff Clarke. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Dell leadership 🧠 Expert analysis by Cory Johnson, Chief Mark...
Nov 27, 2024•7 min•Season 2Ep. 261
🎙️ The Drill Down: Elastic Q2 Earnings Deep Dive 💡 Beyond the numbers: Unpack Elastic ($ESTC) Q2 performance with CEO Ash Kulkarni. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Elastic leadership 🧠 Expert analysis by Cory Johnson, ...
Nov 26, 2024•8 min•Season 2Ep. 263
🎙️ The Drill Down: Palo Alto Networks Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q3 performance with Nikesh Arora. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Palo Alto Networks leadership 🧠 Expe...
Nov 21, 2024•6 min•Season 2Ep. 213
🎙️ The Drill Down: NVIDIA Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q3 performance with Jensen Huang. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from NVIDIA leadership 🧠 Expert analysis by Cory Johnson, Chief M...
Nov 21, 2024•8 min•Season 2Ep. 258
🎙️ The Drill Down: Applied Materials Q4 2024 Earnings Deep Dive 💡 Beyond the numbers: Unpack Applied Materials ($AMAT) Q4 2024 performance with Gary Dickerson. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Applied Materials leadershi...
Nov 15, 2024•6 min•Season 2Ep. 257
🎙️ The Drill Down: Cisco Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cisco ($CSCO) Q1 2025 performance with Chuck Robbins. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cisco leadership 🧠 Expert analysis by Cory Johnson,...
Nov 14, 2024•7 min•Season 2Ep. 255
🎙️ The Drill Down: Applied Optoelectronics Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q3 performance with CFO Dr. Stefan Murry. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Applied Optoelectro...
Nov 08, 2024•6 min•Season 2Ep. 255
🎙️ The Drill Down: Arista Networks Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Arista Networks ($ANET) Q3 performance with Jayshree Ullal. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Arista Networks leadership 🧠 Expert anal...
Nov 07, 2024•5 min•Season 2Ep. 254
🎙️ The Drill Down: Cloudflare Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cloudflare ($NET) Q3 performance with Matthew Prince. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cloudflare leadership 🧠 Expert analysis by Cory Joh...
Nov 07, 2024•4 min•Season 2Ep. 253
🎙️ The Drill Down: Coherent Q1 FY 2024 Earnings Deep Dive 💡 Beyond the numbers: Unpack Coherent ($COHR) Q1 FY 2024 performance with Jim Anderson. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Coherent leadership 🧠 Expert analysis by...
Nov 07, 2024•5 min•Season 2Ep. 256
🎙️ The Drill Down: Arm Fiscal Year Q2 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Arm ($ARM) Fiscal Year Q2 2025 performance with Rene Haas. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Arm leadership 🧠 Expert analysis by ...
Nov 07, 2024•5 min•Season 2Ep. 251
