The Drill Down

By Cory JohnsonBusiness News Investing Business News

The Drill Down episodes

August 16, 2025 Ep. #248: Trinity Capital (TRIN:NASDAQ) CEO Kyle Brown
Trinity Capital’s Kyle Brown on Low Defaults and High Returns In Venture Debt
Kyle Brown explains how Trinity delivered a 30% rise in NII—more than enough to cover the dividend—just as NAV reached $13.27 per share. He’ll discuss how disciplined credit, strategic origination, and SBIC licensing set the stage for diversified growth.
#TheDrillDown #TrinityCapital #KyleBrown #BDC #NIIgrowth #DividendCoverage #NAVGain #CreditQuality #SBICStrategy #HighYield #AlternativeCredit

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24 min
August 15, 2025Drill Down Earnings, Ep. 378: Applied Materials Q3 FY 2025 earnings – ($AMAT) Beyond the Numbers – A Deep Dive with Cory Johnson
The Drill Down: Applied Materials Q3 FY 2025 Earnings Analysis
💡 Beyond the numbers: Unpack Applied Materials ($AMAT) Q3 FY 2025 performance with CEO 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, 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 Applied Materials’s Q3 FY 2025 earnings report.

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

Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Gary Dickerson.

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 #AMAT #Applied Materials #Applied MaterialsEarnings #TheDrillDown

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8 min
August 14, 2025Drill Down Earnings, Ep. 377: Coherent Q4 FY 2025 earnings – ($COHR) Beyond the Numbers – A Deep Dive with Cory Johnson
The Drill Down: Coherent Q4 FY 2025 Earnings Analysis
💡 Beyond the numbers: Unpack Coherent ($COHR) Q4 FY 2025 performance with CEO 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, 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 Coherent’s Q4 FY 2025 earnings report.

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

Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Jim Anderson.

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 #COHR #Coherent #CoherentEarnings #TheDrillDown

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11 min
August 14, 2025Drill Down Earnings, Ep. 376: Cisco Systems Q4 2025 earnings – ($CSCO) Beyond the Numbers – A Deep Dive with Cory Johnson
The Drill Down: Cisco Systems Q4 2025 Earnings Analysis
💡 Beyond the numbers: Unpack Cisco Systems ($CSCO) Q4 2025 performance with CEO 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, 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 Cisco Systems’s Q4 2025 earnings report.

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

Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Chuck Robbins.

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 #CSCO #Cisco #TheDrillDown

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9 min
August 13, 2025Drill Down Earnings, Ep. 375: Lumentum Q4 2025 earnings – ($LITE) Beyond the Numbers – A Deep Dive with Cory Johnson
The Drill Down: Lumentum Q4 2025 Earnings Analysis
💡 Beyond the numbers: Unpack Lumentum ($LITE) Q4 2025 performance with CEO Michael Hurlston. 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 Lumentum’s Q4 2025 earnings report.

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

Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Michael Hurlston.

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 #LITE #LumentumEarnings #TheDrillDown

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8 min
August 07, 2025Drill Down Earnings, Ep. 374: Applied Optoelectronics Q2 earnings – ($AAOI) Beyond the Numbers – A Deep Dive with Cory Johnson
The Drill Down: Applied Optoelectronics Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q2 performance with CFO and Chief Strategy Officer Stefan J. Murry, Ph.D. 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 Applied Optoelectronics’s Q2 earnings report.

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

Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Thompson Lin, Ph. D.

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 #AAOI #Applied OptoelectronicsEarnings #TheDrillDown

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8 min
August 06, 2025Drill Down Earnings, Ep. 373: Applovin Q2 earnings – ($APP) Beyond the Numbers – A Deep Dive with Cory Johnson
The Drill Down: Applovin Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Applovin ($APP) Q2 performance with CEO Adam Foroughi. 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 Applovin’s Q2 earnings report.

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

Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Adam Foroughi.

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 #APP #ApplovinEarnings #TheDrillDown

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6 min
August 05, 2025Drill Down Earnings, Ep. 372: Advanced Micro Devices Q2 earnings – ($AMD) Beyond the Numbers – A Deep Dive with Cory Johnson
The Drill Down: Advanced Micro Devices Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Advanced Micro Devices ($AMD) Q2 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, 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 Advanced Micro Devices’s Q2 earnings report.

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

Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Lisa Su.

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 #AMD #Advanced Micro DevicesEarnings #TheDrillDown

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6 min
August 05, 2025Drill Down Earnings, Ep. 371: Globalfoundries Q2 earnings – ($GFS) Beyond the Numbers – A Deep Dive with Cory Johnson
The Drill Down: Globalfoundries Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Globalfoundries ($GFS) Q2 performance with CEO Tim Breen. 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 Globalfoundries’s Q2 earnings report.

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

Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Tim Breen.

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 #GFS #GlobalfoundriesEarnings #TheDrillDown

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7 min
August 05, 2025Drill Down Earnings, Ep. 370: Palantir Q2 earnings – ($PLTR) Beyond the Numbers – A Deep Dive with Cory Johnson
The Drill Down: Palantir Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Palantir ($PLTR) Q2 performance with CEO Alex Karp. 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 Palantir’s Q2 earnings report.

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

Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Alex Karp.

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 #PLTR #PalantirEarnings #TheDrillDown

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6 min

About The Drill Down

From the publisher's feed

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…