The Drill Down

By Cory JohnsonBusiness News Investing Business News

The Drill Down episodes

May 07, 2025Drill Down Earnings, Ep. 330: Lumentum Q1 earnings analysis – what you need to know ($LITE)
🎙️ The Drill Down: Lumentum Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Lumentum ($LITE) Q1 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.
🔍 In just 5 minutes, get:
Key financial highlights

Strategic moves with insight into the industry

Unfiltered information straight from Lumentum 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
#LITE @Lumentum #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

Learn more about your ad choices. Visit megaphone.fm/adchoices
5 min
May 07, 2025Drill Down Earnings, Ep. 329: Arista Networks Q1 earnings analysis – what you need to know ($ANET)
🎙️ The Drill Down: Arista Networks Q1 Earnings Deep Dive

💡 Beyond the numbers: Unpack Arista Networks ($ANET) Q1 performance with CEO Jayshree Ullal. 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 Arista Networks 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

#ANET @Arista Networks #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

Learn more about your ad choices. Visit megaphone.fm/adchoices
6 min
May 07, 2025Drill Down Earnings, Ep. 328: Advanced Micro Devices Q1 earnings analysis – what you need to know ($AMD)
🎙️ The Drill Down: Advanced Micro Devices Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Advanced Micro Devices ($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 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
#AMD @Advanced Micro Devices #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

Learn more about your ad choices. Visit megaphone.fm/adchoices
6 min
May 06, 2025Drill Down Earnings, Ep. 327: Fabrinet Fiscal 2025 Q3 earnings analysis – what you need to know ($FN)
🎙️ The Drill Down: Fabrinet Fiscal 2025 Q3 Earnings Deep Dive
💡 Beyond the numbers: Unpack Fabrinet ($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 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
#FN @Fabrinet #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

Learn more about your ad choices. Visit megaphone.fm/adchoices
6 min
May 05, 2025Drill Down Earnings, Ep. 326: onsemi Q1 earnings analysis – what you need to know ($ON)
🎙️ The Drill Down: onsemi Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack onsemi ($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, 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
#ON @onsemi #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

Learn more about your ad choices. Visit megaphone.fm/adchoices
6 min
May 02, 2025Drill Down Earnings, Ep. 323: Microsoft Q3 earnings analysis – what you need to know ($MSFT)
🎙️ 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 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
#MSFT @Microsoft #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

Learn more about your ad choices. Visit megaphone.fm/adchoices
6 min
May 02, 2025Drill Down Earnings, Ep. 325: Twilio Q4 earnings analysis – what you need to know ($TWLO)
🎙️ 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 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
#TWLO @Twilio #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

Learn more about your ad choices. Visit megaphone.fm/adchoices
7 min
May 02, 2025Drill Down Earnings, Ep. 324: Amazon.com Q1 earnings analysis – what you need to know ($AMZN)
🎙️ The Drill Down: Amazon.com Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Amazon.com ($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 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
#AMZN @Amazon.com #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

Learn more about your ad choices. Visit megaphone.fm/adchoices
8 min
May 01, 2025Drill Down Earnings, Ep. 322: F5 Q2 Fiscal Year 2025 earnings analysis – what you need to know ($FFIV)
🎙️ The Drill Down: F5 Q2 Fiscal Year 2025 Earnings Deep Dive
💡 Beyond the numbers: Unpack F5 ($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 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
#FFIV @F5 #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

Learn more about your ad choices. Visit megaphone.fm/adchoices
6 min
April 18, 2025Drill Down Earnings, Ep. 321: Netflix Q1 earnings analysis – what you need to know ($NFLX)
🎙️ The Drill Down: Netflix Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Netflix ($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, 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
#NFLX @Netflix #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

Learn more about your ad choices. Visit megaphone.fm/adchoices
8 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…