🎙️ The Drill Down: Advanced Micro Devices Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Advanced Micro Devices ($AMD) Q1 performance with CEO Lisa Su. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Advanced Micro Devices leadersh...
May 07, 2025•6 min
🎙️ The Drill Down: Fabrinet Fiscal 2025 Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Fabrinet ($FN) Fiscal 2025 Q3 performance with CEO Seamus Grady. 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 Fabrinet leadership 🧠 Expert a...
May 06, 2025•6 min
🎙️ The Drill Down: onsemi Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack onsemi ($ON) Q1 performance with CEO Hassane El-Khoury. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from onsemi leadership 🧠 Expert analysis by Cory Johnson, ...
May 05, 2025•6 min
🎙️ The Drill Down: Microsoft Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q3 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...
May 02, 2025•5 min
🎙️ The Drill Down: Twilio Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Twilio ($TWLO) Q4 performance with CEO Khozema Shipchandler. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Twilio leadership 🧠 Expert analysis by Cory John...
May 02, 2025•6 min
🎙️ The Drill Down: Amazon.com Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q1 performance with CEO Andy Jassy. 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 Amazon.com leadership 🧠 Expert analysis by Cory Jo...
May 02, 2025•7 min
🎙️ The Drill Down: F5 Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack F5 ($FFIV) Q2 Fiscal Year 2025 performance with CEO François Locoh-Donou. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from F5 leadership 🧠 Expert...
May 01, 2025•6 min
🎙️ The Drill Down: Netflix Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Netflix ($NFLX) Q1 performance with co-CEO Greg Peters. 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 Netflix leadership 🧠 Expert analysis by Cory Johnson...
Apr 18, 2025•8 min
🎙️ The Drill Down: ASML Holding NV Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack ASML Holding NV ($ASML) Q4 performance with CEO Christophe Fouquet and CFO Roger Dassen. 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 Holding...
Apr 16, 2025•7 min
Data-driven decision-making is transforming how governments serve their citizens. At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Natalie Evans Harris, Chief Data Officer for the State of Maryland, to discuss how AI and predictive analytics are optimizing public services. 📊🏛️ Harris explains how data insights can enhance service delivery, anticipate community needs, and improve resource allocation—reducing friction in everything from unemployment claim...
Mar 25, 2025•9 min
At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Justin Senseney to explore how NIST is shaping the next generation of cybersecurity frameworks. 🏗️🔍 As cyber threats evolve, so must the methodologies designed to combat them. Senseney discusses how NIST is improving security intelligence, automating threat response, and strengthening resilience against sophisticated adversarial tactics. He highlights emerging methodologies for real-time anomaly detection...
Mar 25, 2025•9 min
At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Justin Senseney to explore how NIST is shaping the next generation of cybersecurity frameworks. 🏗️🔍 As cyber threats evolve, so must the methodologies designed to combat them. Senseney discusses how NIST is improving security intelligence, automating threat response, and strengthening resilience against sophisticated adversarial tactics. He highlights emerging methodologies for real-time anomaly detection...
Mar 25, 2025•9 min
Zero Trust isn’t a one-time fix—it’s a continuous evolution. At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider spoke with Hussein Johnson, Senior Cybersecurity Analyst for the U.S. Army, about the Department of Defense’s structured approach to Zero Trust. 🛡️🔑 Johnson explains how the Army is embedding Zero Trust principles across its vast digital infrastructure, with a full deployment goal by 2027. He breaks down the policy challenges, risk governance frameworks, and ...
Mar 25, 2025•11 min
Supercomputers power some of the most advanced research in the world—but securing them is no easy task. At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider spoke with Ian Lee, HPC Cybersecurity Architect at Lawrence Livermore National Laboratory, about the unique challenges of securing high-performance computing (HPC) environments. ⚡🖥️ Lee breaks down how Livermore Lab ensures compliance with DOE and federal cybersecurity requirements while protecting its massive computi...
Mar 25, 2025•5 min
At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider caught up with Bill Wright to discuss how Elastic’s technology is uniquely positioned to help public sector clients navigate complex data challenges. 🏛️🔐 Governments don’t just need more data—they need the right data, in the right hands, at the right time. Wright explains how Elastic’s Search AI powered observability solution provides visibility across vast networked environments, helping agencies make better decisions...
Mar 25, 2025•10 min
At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Chris Townsend to discuss how Elastic’s technology is transforming data into actionable intelligence. 📊🔎 Townsend explains how Elastic helps clients—both government and private sector—unlock efficiencies and improve decision-making by providing better access to their data. Data security is paramount for public sector clients, and Townsend highlights how Elastic’s approach ensures greater data protection w...
Mar 25, 2025•14 min
The Drill Down Insider sat down with Elastic CEO Ash Kulkarni at the Elastic Public Sector Summit in Washington, D.C., to explore how AI, when implemented correctly, can be a powerful tool for cost savings and operational efficiency. 🧠💡 Kulkarni explains how Elastic’s smarter Search AI functions help enterprises and government agencies make sense of the overwhelming flood of data—separating signal from noise in a way that competitors can’t match. He shares real-world examples of how government...
Mar 22, 2025•11 min
🎙️ The Drill Down: Rubrik Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Rubrik ($RBRK) Q4 performance with CEO Bipul Sinha. 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 Rubrik leadership 🧠 Expert analysis by Cory Johnson, Chie...
Mar 14, 2025•5 min
🎙️ The Drill Down: Oracle Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Oracle ($ORCL) Q3 performance with CEO Chairman & CTO Larry Ellison. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Oracle leadership 🧠 Expert analysis ...
Mar 13, 2025•8 min
🎙️ The Drill Down: Adobe Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Adobe ($ADBE) Q1 performance with CEO 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 Johnson, Ch...
Mar 12, 2025•5 min
🎙️ The Drill Down: Broadcom Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q1 2025 performance with CEO Hock Tan. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Broadcom leadership 🧠 Expert analysis by Cory ...
Mar 07, 2025•8 min
🎙️ The Drill Down: Hewlett Packard Enterprise Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q4 performance with CEO 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 En...
Mar 07, 2025•7 min
🎙️ The Drill Down: Zscaler Q2 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Zscaler ($ZS) Q2 2025 performance with CEO Jay Chaudhry. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Zscaler leadership 🧠 Expert analysis by Cory J...
Mar 06, 2025•5 min
🎙️ The Drill Down: Marvell Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Marvell ($MRVL) Q4 performance with CEO Mark Mader. 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 Marvell leadership 🧠 Expert analysis by Cory Johnson, Ch...
Mar 06, 2025•7 min
🎙️ The Drill Down: Okta Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Okta ($OKTA) Q4 performance with CEO Todd McKinnon. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Okta leadership 🧠 Expert analysis by Cory Johnson, Chief Ma...
Mar 04, 2025•6 min
Join host Cory Johnson for an in-depth conversation with Ash Kulkarni, CEO of Elastic, as they explore how the company is redefining search, security, and observability in an AI-powered world. This exclusive interview goes beyond the buzzwords, offering a sharp look at the real-world impact of generative AI and Elastic’s transformation into an AI-first enterprise. In this episode, Johnson and Kulkarni break down: 🔹 Elastic’s shift to an AI-driven platform 🔹 The challenges and breakthroughs in ...
Mar 03, 2025•18 min
Host Cory Johnson sits down with Shelagh Glaser, CFO of Synopsys, for a revealing conversation about the financial engine driving one of the most critical players in semiconductor design and AI-driven chip development. As AI reshapes the industry, Synopsys stands at the center of innovation—powering the tools that build the future of computing. In this episode, Johnson and Glaser break down: 🔹 Synopsys’ role in advancing AI-driven chip design 🔹 The financial strategy behind the company’s susta...
Mar 01, 2025•15 min
🎙️ The Drill Down: Elastic Q3 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Elastic ($ESTC) Q3 2025 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...
Feb 28, 2025•8 min
🎙️ The Drill Down: Dell Technologies Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Dell Technologies ($Dell) Q4 performance with COO Jeff Clarke. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Dell Technologies leadership 🧠 Expe...
Feb 28, 2025•7 min
🎙️ The Drill Down: NetApp Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack NetApp ($NTAP) Q4 performance with CEO George Kurian. 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 NetApp leadership 🧠 Expert analysis by Cory Johnson, Ch...
Feb 28, 2025•6 min
