The Drill Down

By Cory JohnsonBusiness News Investing Business News

The Drill Down episodes

March 13, 2025Drill Down Earnings, Ep. 317: Oracle Q3 earnings analysis – what you need to know ($ORCL)
🎙️ The Drill Down: Oracle Q3 Earnings Deep Dive
💡 Beyond the numbers: Unpack Oracle ($ORCL) Q3 performance with CEO Chairman & 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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8 min
March 12, 2025Drill Down Earnings, Ep. 318: Adobe Q1 earnings analysis – what you need to know ($ADBE)
🎙️ The Drill Down: Adobe Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Adobe ($ADBE) Q1 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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5 min
March 07, 2025Drill Down Earnings, Ep. 316: Broadcom Q1 2025 earnings analysis – what you need to know ($AVGO)
🎙️ The Drill Down: Broadcom Q1 2025 Earnings Deep Dive
💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q1 2025 performance with CEO Hock 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.
🔍 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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8 min
March 07, 2025Drill Down Earnings, Ep. 315: Hewlett Packard Enterprise Q4 earnings analysis – what you need to know ($HPE)
🎙️ The Drill Down: Hewlett Packard Enterprise Q4 Earnings Deep Dive
💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q4 performance with CEO Antonio Neri. 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 Hewlett Packard Enterprise 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
#HPE @Hewlett Packard Enterprise #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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8 min
March 06, 2025Drill Down Earnings, Ep. 314: Zscaler Q2 2025 earnings analysis – what you need to know ($ZS)
🎙️ The Drill Down: Zscaler Q2 2025 Earnings Deep Dive
💡 Beyond the numbers: Unpack Zscaler ($ZS) Q2 2025 performance with CEO Jay Chaudhry. 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 Zscaler 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
#ZS @Zscaler #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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6 min
March 06, 2025Drill Down Earnings, Ep. 313: Marvell Q4 earnings analysis – what you need to know ($MRVL)
🎙️ The Drill Down: Marvell Q4 Earnings Deep Dive
💡 Beyond the numbers: Unpack Marvell ($MRVL) Q4 performance with CEO Mark Mader. 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 Marvell 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
#MRVL @Marvell #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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7 min
March 04, 2025Drill Down Earnings, Ep. 312: Okta Q4 earnings analysis – what you need to know ($OKTA)
🎙️ The Drill Down: Okta Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack Okta ($OKTA) Q4 performance with CEO Todd McKinnon. 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 Okta 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

#OKTA @Okta #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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7 min
March 03, 2025 The Drill Down Insider: Elastic CEO Ash Kulkarni
Join host Cory Johnson for an in-depth conversation with Ash Kulkarni, CEO of Elastic, as they explore how the company is redefining search, security, and observability in an AI-powered world. This exclusive interview goes beyond the buzzwords, offering a sharp look at the real-world impact of generative AI and Elastic’s transformation into an AI-first enterprise.

In this episode, Johnson and Kulkarni break down:
🔹 Elastic’s shift to an AI-driven platform
🔹 The challenges and breakthroughs in integrating generative AI into search
🔹 Kulkarni’s leadership approach in an evolving tech landscape
🔹 The future of data vectorization and its impact on AI-powered search

The Drill Down Insider delivers an unfiltered look at the decisions, strategies, and innovations shaping today’s most influential tech companies. Don’t miss this deep dive into Elastic’s AI evolution.
📺 Watch the full episode: YouTube
🐦 Follow Cory: X

#ESTC @Elastic #TechInvesting #AI #MachineLearning #CloudComputing #Search #SoftwareStocks #DataCenter #Trading #Business @DrillDownPod

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18 min
March 01, 2025 The Drill Down Insider: Synopsys CFO Shelagh Glaser
Host Cory Johnson sits down with Shelagh Glaser, CFO of Synopsys, for a revealing conversation about the financial engine driving one of the most critical players in semiconductor design and AI-driven chip development. As AI reshapes the industry, Synopsys stands at the center of innovation—powering the tools that build the future of computing.
In this episode, Johnson and Glaser break down:
🔹 Synopsys’ role in advancing AI-driven chip design
🔹 The financial strategy behind the company’s sustained growth
🔹 How AI and automation are transforming semiconductor development
🔹 Key industry trends shaping the future of EDA (Electronic Design Automation)
The Drill Down Insider goes beyond earnings reports to uncover the financial decisions and strategic insights behind the world’s top tech firms. Don’t miss this deep dive into how Synopsys is capitalizing on AI and semiconductor demand.
📺 Watch the full episode: YouTube
🐦 Follow Cory: X (Twitter)
#SNPS @Synopsys #Semiconductors #EDA #AI #MachineLearning #ChipDesign #TechInvesting #SoftwareStocks #Business #Trading @DrillDownPod

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15 min
February 28, 2025Drill Down Earnings, Ep. 311: Elastic Q3 2025 earnings analysis – what you need to know ($ESTC)
🎙️ The Drill Down: Elastic Q3 2025 Earnings Deep Dive
💡 Beyond the numbers: Unpack Elastic ($ESTC) Q3 2025 performance with CEO Ash Kulkarni. 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 Elastic 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
#ESTC @Elastic #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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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…