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The Drill Down
The Drill Down episodes
- Drill Down Earnings, Ep. 310: Dell Technologies Q4 earnings analysis – what you need to know ($Dell)
🎙️ The Drill Down: Dell Technologies Q4 Earnings Deep Dive
💡 Beyond the numbers: Unpack Dell Technologies ($Dell) Q4 performance with COO Jeff Clarke. 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 Dell Technologies 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
#Dell @Dell Technologies #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 - Drill Down Earnings, Ep. 309: NetApp Q4 earnings analysis – what you need to know ($NTAP)
🎙️ The Drill Down: NetApp Q4 Earnings Deep Dive
💡 Beyond the numbers: Unpack NetApp ($NTAP) Q4 performance with CEO George Kurian. 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 NetApp 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
#NTAP @NetApp #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 - Drill Down Earnings, Ep. 308: Applied Optoelectronics Q4 earnings analysis – what you need to know ($AAOI)
🎙️ The Drill Down: Applied Optoelectronics Q4 Earnings Deep Dive
💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q4 performance with CFO Stefan Murry. 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 Applied Optoelectronics 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
#AAOI @Applied Optoelectronics #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 - Drill Down Earnings, Ep. 307: Synopsys Q1 2026 earnings analysis – what you need to know ($SNPS)
🎙️ The Drill Down: Synopsys Q1 2026 Earnings Deep Dive
💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q1 2026 performance with CEO Sassine Ghazi. 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 Synopsys 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
#SNPS @Synopsys #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 - Drill Down Earnings, Ep. 306: What you don’t know about NVIDIA Q4 earnings – a deep dive into the technology and the numbers you need to know ($NVDA)
🎙️ The Drill Down: NVIDIA Q4 Earnings Deep Dive
💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q4 performance with CEO Jensen Huang. 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 NVIDIA 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
#NVDA @NVIDIA #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 - Drill Down Earnings, Ep. 305: Workday Q4 earnings analysis – what you need to know ($WDAY)
🎙️ The Drill Down: Workday Q4 Earnings Deep Dive
💡 Beyond the numbers: Unpack Workday ($WDAY) Q4 performance with CEO Carl Eschenbach. 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 Workday 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
#WDAY @Workday #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 - Drill Down Earnings, Ep. 304: Digitalbridge Q4 earnings analysis – what you need to know ($DBRG)
🎙️ The Drill Down: Digitalbridge Q4 Earnings Deep Dive
💡 Beyond the numbers: Unpack Digitalbridge ($DBRG) Q4 performance with CEO Marc Ganzi. 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 Digitalbridge 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
#DBRG @Digitalbridge #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 - Drill Down Earnings, Ep. 303: Analog Devices Q1 2026 earnings analysis – what you need to know ($ADI)
🎙️ The Drill Down: Analog Devices Q1 2026 Earnings Deep Dive
💡 Beyond the numbers: Unpack Analog Devices ($ADI) Q1 2026 performance with CEO Vincent Roche. 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 Analog 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
#ADI @Analog 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 - Drill Down Earnings, Ep. 302: Cadence Design Systems Q4 earnings analysis – what you need to know ($CDNS)
🎙️ The Drill Down: Cadence Design Systems Q4 Earnings Deep Dive
💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q4 performance with CEO Anirudh Devgan, PhD. 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 Cadence Design Systems 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
#CDNS @Cadence Design Systems #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 - Drill Down Earnings, Ep. 301: Arista Networks Q4 earnings analysis – what you need to know ($ANET)
🎙️ The Drill Down: Arista Networks Q4 Earnings Deep Dive
💡 Beyond the numbers: Unpack Arista Networks ($ANET) Q4 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
10 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…
with CEOs and investors, meaningful research and in-depth analysis, The Drill Down provides a clearer picture of what’s really going on under the hood at publicly traded companies. This is business news for business people.
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