The Drill Down

The Drill Down

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The Drill Down episodes

  • Drill Down Earnings, Ep. 290: Cloudflare Q4 earnings analysis – what you need to know ($NET)

    🎙️ The Drill Down: Cloudflare Q4 Earnings Deep Dive

    💡 Beyond the numbers: Unpack Cloudflare ($NET) Q4 performance with CEO Matt Prince. 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 Cloudflare 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

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

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      6 min
    • Drill Down Earnings, Ep. 289: ARM Holdings Q3 earnings analysis – what you need to know ($ARM)

      🎙️ The Drill Down: ARM Holdings Q3 Earnings Deep Dive

      💡 Beyond the numbers: Unpack ARM Holdings ($ARM) Q3 performance with CEO Rene Haas. 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 ARM Holdings 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

        #ARM @ARM Holdings #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. 288: Qualcomm Q1 earnings analysis – what you need to know ($QCOM)

        🎙️ The Drill Down: Qualcomm Q1 Earnings Deep Dive

        💡 Beyond the numbers: Unpack Qualcomm ($QCOM) Q1 performance with CEO Cristiano Amon. 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 Qualcomm 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

          #QCOM @Qualcomm #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. 287: Coherent Q2 2025 earnings analysis – what you need to know ($COHR)

          🎙️ The Drill Down: Coherent Q2 2025 Earnings Deep Dive

          💡 Beyond the numbers: Unpack Coherent ($COHR) Q2 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.

          🔍 In just 5 minutes, get:

          • Key financial highlights
          • Strategic moves with insight into the industry
          • Unfiltered information straight from Coherent 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

            #COHR @Coherent #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. 286: Alphabet Q4 earnings analysis – what you need to know ($GOOG)

            🎙️ The Drill Down: Alphabet Q4 Earnings Deep Dive


            💡 Beyond the numbers: Unpack Alphabet ($GOOG) Q4 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.


            🔍 In just 5 minutes, get:

            • Key financial highlights
            • Strategic moves with insight into the industry
            • Unfiltered information straight from Alphabet 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


              #GOOG @Alphabet #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. 285: Snap Q4 earnings analysis – what you need to know ($SNAP)

              🎙️ The Drill Down: Snap Q4 Earnings Deep Dive


              💡 Beyond the numbers: Unpack Snap ($SNAP) Q4 performance with CEO Evan Spiegel. 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 Snap 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


                #SNAP @Snap #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. 284: Advanced Micro Devices Q4 earnings analysis – what you need to know ($AMD)

                🎙️ The Drill Down: Advanced Micro Devices Q4 Earnings Deep Dive

                💡 Beyond the numbers: Unpack Advanced Micro Devices ($AMD) Q4 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
                • Drill Down Earnings, Ep. 283: Fabrinet Q2 earnings analysis – what you need to know ($FN)

                  🎙️ The Drill Down: Fabrinet Q2 Earnings Deep Dive

                  💡 Beyond the numbers: Unpack Fabrinet ($FN) Q2 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

                    7 min
                  • Drill Down Earnings, Ep. 282: Palantir Q4 earnings analysis – what you need to know ($PLTR)

                    🎙️ The Drill Down: Palantir Q4 Earnings Deep Dive

                    💡 Beyond the numbers: Unpack Palantir ($PLTR) Q4 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.

                    🔍 In just 5 minutes, get:

                    • Key financial highlights
                    • Strategic moves with insight into the industry
                    • Unfiltered information straight from Palantir 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

                      #PLTR @Palantir #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. 281: Apple Q1 2025 earnings analysis – what you need to know ($AAPL)

                      🎙️ The Drill Down: Apple Q1 2025 Earnings Deep Dive

                      💡 Beyond the numbers: Unpack Apple ($AAPL) Q1 2025 performance with CEO Tim Cook. 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 Apple 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

                        #AAPL @Apple #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

                      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…

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