The Drill Down

By 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 wit... more

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3232 ratings

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FAQs about The Drill Down:

How many episodes does The Drill Down have?

The podcast currently has 621 episodes available.

The Drill Down episodes:

July 19, 2025 The Drill Down Insider, with Synopsys CFO Shelagh Glaser
In a ground-breaking interview, Synopsys CFO Shelagh Glaser joins The Drill Down Insider to discuss the company’s $35 billion merger with Ansys—and what it means for the future of engineering innovation. Glaser explains how combining the leader in chip design with the leader in simulation creates a full-stack powerhouse for R&D teams facing mounting complexity, speed, and cost pressures.

She outlines how the merged company will deliver integrated solutions that fuse electronics and multiphysics systems—critical for next-generation AI, automotive, aerospace, and industrial design. From silicon to systems, Synopsys is redefining what’s possible.

Subscribe to Drill Down Insider for more hard-hitting conversations at the intersection of AI, infrastructure, and innovation.

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23min
July 17, 2025Drill Down Earnings, Ep. 358: Taiwan Semiconductor Manufacturing Q2 earnings analysis – what you need to know ($TSM)
The Drill Down: Taiwan Semiconductor Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Taiwan Semiconductor ($TSM) Q2 performance with CEO C.C. Wei. 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, empowering retail investors and anyone tracking the tech and business world.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Taiwan Semiconductor’s Q2 earnings report.

Strategic Moves & Industry Impact: How Taiwan Semiconductor’s recent decisions are shaping the technology landscape and its competitive position.

Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO C.C. Wei.

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
#TSM @TaiwanSemiconductor#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #FinancialFreedom #SemiconductorStocks #GrowthStocks #MarketAnalysis #TSM #TaiwanSemiEarnings #TheDrillDown

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6min
July 16, 2025Drill Down Earnings, Ep. 357: ASML Q2 earnings – ($ASML) Beyond the Numbers – A Deep Dive with Cory Johnson
The Drill Down: ASML Q2 Earnings Analysis
💡 Beyond the numbers: Unpack ASML ($ASML) Q2 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, empowering retail investors and anyone tracking the tech and business world.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from ASML’s Q2 earnings report.

Strategic Moves & Industry Impact: How ASML’s recent decisions are shaping the technology landscape and its competitive position.

Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Christophe Forquet.

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 #ASML #ASMLEarnings #TheDrillDown

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...more
9min
June 26, 2025Drill Down Earnings, Ep. 356: Micron Technology Q3 earnings analysis – what you need to know ($MU)
🎙️ The Drill Down: Micron Technology Q3 Earnings Deep Dive
💡 Beyond the numbers: Unpack Micron Technology ($MU) Q3 performance with CEO 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
🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research
🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!
📺 Full episode: https://www.youtube.com/@DrillDownPod
🐦 Follow Cory: https://x.com/corytv
#MU @Micron Technology #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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...more
7min
June 13, 2025Drill Down Earnings, Ep. 355: Adobe Q2 Fiscal Year 2025 earnings analysis – what you need to know ($ADBE)
🎙️ The Drill Down: Adobe Q2 Fiscal Year 2025 Earnings Deep Dive
💡 Beyond the numbers: Unpack Adobe ($ADBE) Q2 Fiscal Year 2025 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, Chief Market Strategist at Epistrophy Capital Research
🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!
📺 Full episode: https://www.youtube.com/@DrillDownPod
🐦 Follow Cory: https://x.com/corytv
#ADBE @Adobe #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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...more
7min
June 11, 2025Drill Down Earnings, Ep. 354: Oracle Q4 Fiscal 2025 earnings analysis – what you need to know ($ORCL)
🎙️ The Drill Down: Oracle Q4 Fiscal 2025 Earnings Deep Dive
💡 Beyond the numbers: Unpack Oracle ($ORCL) Q4 Fiscal 2025 performance with founder and 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 by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research
🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!
📺 Full episode: https://www.youtube.com/@DrillDownPod
🐦 Follow Cory: https://x.com/corytv
#ORCL @Oracle #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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...more
10min
June 09, 2025 Ep. #247: Rubrik (RBRK:Nasdaq) CEO Bipul Sinha
The Business of Bouncing Back: Rubrik’s Bipul Sinha on Cyber Resilience
Cyberattacks are inevitable. Rubrik’s mission is making recovery inevitable, too. In this episode, Rubrik CEO Bipul Sinha joins The Drill Down to explain why cybersecurity needs a new playbook—one built around data recovery, not just threat detection. He breaks down the company’s expanding platform strategy, why identity is now core to risk management, and how Rubrik is helping enterprises safely adopt generative AI.
Listen for a clear-eyed view of where cyber resilience is headed, how Rubrik plans to dominate the space, and what it means to win not just before—but after—the breach.

#CyberResilience #Rubrik #DataSecurity #BipulSinha #CyberRecovery #TheDrillDown #TechPodcast #AI #EnterpriseSecurity #RBRK #ZeroTrust #SaaS #Cybersecurity #IdentityResilience

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16min
June 06, 2025Drill Down Earnings, Ep. 353: Broadcom Q2 earnings analysis – what you need to know ($AVGO)
🎙️ The Drill Down: Broadcom Q2 Earnings Deep Dive
💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q2 performance. 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 Johnson, Chief Market Strategist at Epistrophy Capital Research
🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!
📺 Full episode: https://www.youtube.com/@DrillDownPod
🐦 Follow Cory: https://x.com/corytv
#AVGO @Broadcom #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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...more
6min
June 06, 2025Drill Down Earnings, Ep. 352: Rubrik Q1 earnings analysis – what you need to know ($RBRK)
🎙️ The Drill Down: Rubrik Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Rubrik ($RBRK) Q1 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, Chief Market Strategist at Epistrophy Capital Research
🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!
📺 Full episode: https://www.youtube.com/@DrillDownPod
🐦 Follow Cory: https://x.com/corytv
#RBRK @Rubrik #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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...more
5min
June 05, 2025Drill Down Earnings, Ep. 351: Mongodb Q1 earnings analysis – what you need to know ($MDB)
🎙️ The Drill Down: Mongodb Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Mongodb ($MDB) Q1 performance with CEO Dev Ittycheria. 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 Mongodb leadership
🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research
🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!
📺 Full episode: https://www.youtube.com/@DrillDownPod
🐦 Follow Cory: https://x.com/corytv
#MDB @Mongodb #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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...more
6min

FAQs about The Drill Down:

How many episodes does The Drill Down have?

The podcast currently has 621 episodes available.

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