
Sign up to save your podcasts
Or


Synopsys this week raised its long-term targets, signed a $1 billion-plus IP deal with Amazon and announced a revenue-sharing partnership with OpenAI. CFO Shelagh Glaser explains how the Ansys acquisition, Elliott’s activist stake and a shift to royalty-based IP change the company’s financial model. She also covers what has to go right for GAAP operating margin to roughly double next year.
#TheDrillDown #Synopsys #SNPS #ShelaghGlaser #EDA #Semiconductors #ChipDesign #Ansys #AIchips #SiliconIP #ElliottManagement #CFO
Learn more about your ad choices. Visit megaphone.fm/adchoices
Six weeks after listing directly on the Nasdaq, QumulusAI has signed more than $246 million in AI infrastructure contracts — while its cash cushion sits under $20 million against a widening quarterly loss. CEO Michael Maniscalco explains why he thinks power, not GPUs, is now the real constraint on AI infrastructure growth, and what’s actually financed versus promised in the company’s buildout.
#TheDrillDown #QumulusAI #QMLS #AIInfrastructure #DataCenters #NvidiaBlackwell #GPUCompute #DirectListing #AIcompute #TechStocks #Nasdaq #CoryJohnson
Learn more about your ad choices. Visit megaphone.fm/adchoices
The Drill Down: Oracle Q1 Earnings Analysis
💡 Beyond the numbers: Unpack Oracle ($ORCL) Q1 performance with co-CEOs Clay Magouyrk and Mike Sicilia. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Oracle’s Q1 earnings report.
Strategic Moves & Industry Impact: How Oracle’s recent decisions are shaping the technology landscape and its competitive position.
Unfiltered CEO Insights: Direct takeaways and the true outlook from co-CEOs Clay Magouyrk and Mike Sicilia.
Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.
Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.
💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.
🎧 Listen & Watch Now:
Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I
Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg
Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923
🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):
YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts
Instagram: https://www.instagram.com/drilldownpod
TikTok: https://www.tiktok.com/@drilldownpod
Connect with The Drill Down:
Follow Cory Johnson: https://x.com/corytv
Follow The Drill Down Pod: https://x.com/drilldownpod
#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #ORCL # #OracleEarnings #EarningsOracle #TheDrillDown #Earnings #WhyOracleStockDropped #WhyOracleStockRose
Learn more about your ad choices. Visit megaphone.fm/adchoices
The Drill Down: Zscaler Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Zscaler ($ZS) Q4 performance with CEO Jay Chaudhry. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Zscaler’s Q4 earnings report.
Strategic Moves & Industry Impact: How Zscaler’s recent decisions are shaping the technology landscape and its competitive position.
Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Jay Chaudhry.
Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.
Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.
💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.
🎧 Listen & Watch Now:
Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I
Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg
Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923
🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):
YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts
Instagram: https://www.instagram.com/drilldownpod
TikTok: https://www.tiktok.com/@drilldownpod
Connect with The Drill Down:
Follow Cory Johnson: https://x.com/corytv
Follow The Drill Down Pod: https://x.com/drilldownpod
#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #ZS # #ZscalerEarnings #EarningsZscaler #TheDrillDown #Earnings #WhyZscalerStockDropped #WhyZscalerStockRose
Learn more about your ad choices. Visit megaphone.fm/adchoices
The Drill Down: Hewlett Packard Enterprise Q3 Earnings Analysis
💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q3 performance with CEO Antonio Neri. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Hewlett Packard Enterprise’s Q3 earnings report.
Strategic Moves & Industry Impact: How Hewlett Packard Enterprise’s recent decisions are shaping the technology landscape and its competitive position.
Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Antonio Neri.
Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.
Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.
💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.
🎧 Listen & Watch Now:
Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I
Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg
Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923
🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):
YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts
Instagram: https://www.instagram.com/drilldownpod
TikTok: https://www.tiktok.com/@drilldownpod
Connect with The Drill Down:
Follow Cory Johnson: https://x.com/corytv
Follow The Drill Down Pod: https://x.com/drilldownpod
#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #HPE # #Hewlett Packard EnterpriseEarnings #EarningsHewlett Packard Enterprise #TheDrillDown #Earnings #WhyHewlett Packard EnterpriseStockDropped #WhyHewlett Packard EnterpriseStockRose
Learn more about your ad choices. Visit megaphone.fm/adchoices
The Drill Down: Ciena Q3 Earnings Analysis
💡 Beyond the numbers: Unpack Ciena ($CIEN) Q3 performance with CEO Gary Smith. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Ciena’s Q3 earnings report.
Strategic Moves & Industry Impact: How Ciena’s recent decisions are shaping the technology landscape and its competitive position.
Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Gary Smith.
Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.
Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.
💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.
🎧 Listen & Watch Now:
Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I
Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg
Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923
🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):
YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts
Instagram: https://www.instagram.com/drilldownpod
TikTok: https://www.tiktok.com/@drilldownpod
Connect with The Drill Down:
Follow Cory Johnson: https://x.com/corytv
Follow The Drill Down Pod: https://x.com/drilldownpod
#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #CIEN # #CienaEarnings #EarningsCiena #TheDrillDown #Earnings #WhyCienaStockDropped #WhyCienaStockRose
Learn more about your ad choices. Visit megaphone.fm/adchoices
The Drill Down: Broadcom Q3 Earnings Analysis
💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q3 performance with CEO Hock Tan. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Broadcom’s Q3 earnings report.
Strategic Moves & Industry Impact: How Broadcom’s recent decisions are shaping the technology landscape and its competitive position.
Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Hock Tan.
Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.
Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.
💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.
🎧 Listen & Watch Now:
Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I
Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg
Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923
🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):
YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts
Instagram: https://www.instagram.com/drilldownpod
TikTok: https://www.tiktok.com/@drilldownpod
Connect with The Drill Down:
Follow Cory Johnson: https://x.com/corytv
Follow The Drill Down Pod: https://x.com/drilldownpod
#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #AVGO # #BroadcomEarnings #EarningsBroadcom #TheDrillDown #Earnings #WhyBroadcomStockDropped #WhyBroadcomStockRose
Learn more about your ad choices. Visit megaphone.fm/adchoices
The Drill Down: Dell Technologies Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Dell Technologies ($DELL) Q2 performance with CEO Michael Dell. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Dell Technologies’s Q2 earnings report.
Strategic Moves & Industry Impact: How Dell Technologies’s recent decisions are shaping the technology landscape and its competitive position.
Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Michael Dell.
Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.
Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.
💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.
🎧 Listen & Watch Now:
Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I
Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg
Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923
🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):
YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts
Instagram: https://www.instagram.com/drilldownpod
TikTok: https://www.tiktok.com/@drilldownpod
Connect with The Drill Down:
Follow Cory Johnson: https://x.com/corytv
Follow The Drill Down Pod: https://x.com/drilldownpod
#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #DELL # #Dell TechnologiesEarnings #EarningsDell Technologies #TheDrillDown #Earnings #WhyDell TechnologiesStockDropped #WhyDell TechnologiesStockRose
Learn more about your ad choices. Visit megaphone.fm/adchoices
The Drill Down: Palo Alto Networks Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q4 performance with CEO Nikesh Arora. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Palo Alto Networks’s Q4 earnings report.
Strategic Moves & Industry Impact: How Palo Alto Networks’s recent decisions are shaping the technology landscape and its competitive position.
Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Nikesh Arora.
Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.
Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.
💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.
🎧 Listen & Watch Now:
Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I
Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg
Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923
🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):
YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts
Instagram: https://www.instagram.com/drilldownpod
TikTok: https://www.tiktok.com/@drilldownpod
Connect with The Drill Down:
Follow Cory Johnson: https://x.com/corytv
Follow The Drill Down Pod: https://x.com/drilldownpod
#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #PANW # #Palo Alto NetworksEarnings #EarningsPalo Alto Networks #TheDrillDown #Earnings #WhyPalo Alto NetworksStockDropped #WhyPalo Alto NetworksStockRose
Learn more about your ad choices. Visit megaphone.fm/adchoices
The Drill Down: Marvell Technology Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Marvell Technology ($MRVL) Q2 performance with CEO Matt Murphy. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Marvell Technology’s Q2 earnings report.
Strategic Moves & Industry Impact: How Marvell Technology’s recent decisions are shaping the technology landscape and its competitive position.
Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Matt Murphy.
Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.
Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.
💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.
🎧 Listen & Watch Now:
Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I
Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg
Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923
🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):
YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts
Instagram: https://www.instagram.com/drilldownpod
TikTok: https://www.tiktok.com/@drilldownpod
Connect with The Drill Down:
Follow Cory Johnson: https://x.com/corytv
Follow The Drill Down Pod: https://x.com/drilldownpod
#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #MRVL # #Marvell TechnologyEarnings #EarningsMarvell Technology #TheDrillDown #Earnings #WhyMarvell TechnologyStockDropped #WhyMarvell TechnologyStockRose
Learn more about your ad choices. Visit megaphone.fm/adchoices
From the publisher's feed

3,159 Listeners

3,052 Listeners

590 Listeners

1,975 Listeners

9,616 Listeners

1,087 Listeners

99 Listeners

8,527 Listeners

196 Listeners

5,391 Listeners

10,186 Listeners

85 Listeners

405 Listeners

1,448 Listeners

224 Listeners