The Drill Down

By Cory JohnsonBusiness News Investing Business News

The Drill Down episodes

July 31, 2025Drill Down Earnings, Ep. 369: Amazon.com Q2 earnings – ($AMZN) Beyond the Numbers – A Deep Dive with Cory Johnson
The Drill Down: Amazon.com Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q2 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, 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 Amazon.com’s Q2 earnings report.

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

Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Andy Jassy.

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 #AMZN #Amazon.comEarnings #TheDrillDown

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8 min
July 31, 2025Drill Down Earnings, Ep. 368: Microsoft Q4 2025 earnings – ($MSFT) Beyond the Numbers – A Deep Dive with Cory Johnson
The Drill Down: Microsoft Q4 2025 Earnings Analysis
💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q4 2025 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, 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 Microsoft’s Q4 2025 earnings report.

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

Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Satya Nadella.

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 #MSFT #MicrosoftEarnings #TheDrillDown

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7 min
July 29, 2025Drill Down Earnings, Ep. 367: Cadence Design Systems Q2 earnings – ($CDNS) Beyond the Numbers – A Deep Dive with Cory Johnson
The Drill Down: Cadence Design Systems Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q2 performance with CEO Anirudh Devgan. 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 Cadence Design Systems’s Q2 earnings report.

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

Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Anirudh Devgan.

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 #CDNS #Cadence Design SystemsEarnings #TheDrillDown

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8 min
July 26, 2025Drill Down Earnings, Ep. 366: Comfort Systems USA Q2 earnings – ($FIX) Beyond the Numbers – A Deep Dive with Cory Johnson
The Drill Down: Comfort Systems USA Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Comfort Systems USA ($FIX) Q2 performance with CEO Brian Lane. A stock doing better than Nvidia ($NVDA)! 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 Comfort Systems USA’s Q2 earnings report.

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

Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Brian Lane.

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 #HVAC #Nvidia #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #FIX #Comfort Systems USAEarnings #TheDrillDown

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9 min
July 26, 2025Drill Down Earnings, Ep. 365: Intel Q2 earnings – ($INTC) Beyond the Numbers – A Deep Dive with Cory Johnson
The Drill Down: Intel Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Intel ($INTC) Q2 performance with CEO Lip-Bu 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, 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 Intel’s Q2 earnings report.

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

Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Lip-Bu 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 #INTC #IntelEarnings #TheDrillDown

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7 min
July 24, 2025Drill Down Earnings, Ep. 362: IBM Q2 earnings – ($IBM) Beyond the Numbers – A Deep Dive with Cory Johnson
The Drill Down: IBM Q2 Earnings Analysis
💡 Beyond the numbers: Unpack IBM ($IBM) Q2 performance with CEO Arvind Krishna. 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 IBM’s Q2 earnings report.

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

Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Arvind Krishna.

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 #IBM #IBMEarnings #TheDrillDown

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7 min
July 23, 2025Drill Down Earnings, Ep. 361: Alphabet Q2 earnings – ($GOOG) Beyond the Numbers – A Deep Dive with Cory Johnson
The Drill Down: Alphabet Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Alphabet ($GOOG) Q2 performance with CEO Sundar Pichai. 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 Alphabet’s Q2 earnings report.

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

Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Sundar Pichai.

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 #GOOG #AlphabetEarnings #TheDrillDown

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7 min
July 23, 2025Drill Down Earnings, Ep. 360: Tesla Q2 earnings – ($TSLA) Beyond the Numbers – A Deep Dive with Cory Johnson
The Drill Down: Tesla Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Tesla ($TSLA) Q2 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, 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 Tesla’s Q2 earnings report.

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

Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Elon Musk.

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 #TSLA #TeslaEarnings #TheDrillDown

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8 min
July 23, 2025Drill Down Earnings, Ep. 359: Texas Instruments Q2 earnings – ($TXN) Beyond the Numbers – A Deep Dive with Cory Johnson
The Drill Down: Texas Instruments Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Texas Instruments ($TXN) Q2 performance with CEO Haviv Ilan. 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 Texas Instruments’s Q2 earnings report.

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

Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Haviv Ilan.

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 #TXN #Texas InstrumentsEarnings #TheDrillDown

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6 min
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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22 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…