The Drill Down

The Drill Down

Download on the App Store

The Drill Down episodes

  • Drill Down Earnings, Ep. 271: Adobe Q4 2024 earnings analysis – what you need to know ($ADBE).

    🎙️ The Drill Down: Adobe Q4 2024 Earnings Deep Dive

    💡 Beyond the numbers: Unpack Adobe ($ADBE) Q4 2024 performance with 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



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

      7 min
    • Drill Down Earnings, Ep. 269: Oracle Q2 Fiscal Year 2025 earnings analysis – what you need to know ($ORCL)

      🎙️ The Drill Down: Oracle Q2 Fiscal Year 2025 Earnings Deep Dive

      💡 Beyond the numbers: Unpack Oracle ($ORCL) Q2 Fiscal Year 2025 performance with Oracle Founder and the world's fourth richest person 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 #Software #AI #DataCenter #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. 270: C3.ai Q2 2025 earnings analysis – what you need to know ($AI)

        🎙️ The Drill Down: C3.ai Q2 2025 Earnings Deep Dive

        💡 Beyond the numbers: Unpack C3.ai ($AI) Q2 2025 performance with Tom Siebel. 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 C3.ai 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

          #AI @C3.ai #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. 267: 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 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

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

            7 min
          • The Drill Down Insider: Synopsys CFO Shelagh Glaser

            🎙️ The Drill Down Insider: Synopsys CFO Shelagh Glaser


            💡 Join host Cory Johnson for an in-depth conversation with Synopsys CFO Shelagh Glaser, exploring how finance and engineering can find optimism and excitement in the evolving world of AI.

            🔍 In this revealing episode, they unpack:

            • Embracing the opportunities of designing tools for an AI-driven future
            • Finding inspiration in the potential of advanced technologies 
            • Leading through transformative changes like mergers, spinoffs, and a CEO transition
            • Fostering cross-functional collaboration between finance and engineering 
            • Synopsys' vision for empowering chip designers in the age of AI
            • 🧠 The Drill Down Insider brings you an unfiltered, behind-the-scenes look at one of tech's most dynamic leaders. Join Cory Johnson as he drills down into the strategic decisions, technical innovations and leadership insights propelling technology-driven change.

              Don't miss this compelling conversation that gets to the heart of how Yext is 

              📺 Full episode: https://www.youtube.com/@DrillDownPod 

              🐦 Follow Cory: https://x.com/corytv 

              #Synopsys @Synopsys #SNPS #AIChipDesign #FinanceAndEngineering #InspiredLeadership #ManagingChange #CollaborationInTech #Semiconductors #AIPoweredTools #FinanceOptimism #EngineeringInnovation #ChiefFinancialOfficer #CFO #WomenInFinance #WomenInTech @DrillDownPod

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

              18 min
            • Drill Down Earnings, Ep. 266: Synopsys Q4 earnings analysis – what you need to know ($SNPS)

              🎙️ The Drill Down: Synopsys Q4 Earnings Deep Dive

              💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q4 performance with 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

                7 min
              • Drill Down Insider w. Yext CEO Michael Walrath

                🎙️ The Drill Down Insider: Yext CEO Michael Walrath

                💡 Take a deep dive with host Cory Johnson as he sits down with Michael Walrath, CEO of Yext, for a candid conversation about leading an AI-powered search platform in today's tech landscape. This exclusive interview moves beyond surface-level tech talk to explore how Yext is revolutionizing digital knowledge management and enterprise search.

                🔍 In this revealing episode, Johnson and Walrath unpack:

                • How Yext's AI-powered search platform is transforming how businesses manage and deliver digital information
                • The challenges and opportunities of integrating generative AI into enterprise search solutions
                • Walrath's unique leadership philosophy in driving Yext's innovation
                • The future of answers and knowledge management in the digital age
                • 🧠 The Drill Down Insider brings you an unfiltered, behind-the-scenes look at one of tech's most dynamic leaders. Join Cory Johnson as he drills down into the strategic decisions, technical innovations, and leadership insights driving Yext's evolution in the AI-powered search space.

                  Don't miss this compelling conversation that gets to the heart of how Yext is revolutionizing the way businesses connect with their customers through intelligent search solutions.

                  📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #YEXT @Yext #AnswersPlatform #KnowledgeManagement #EnterpriseSearch #AISearch #GenAI #CustomerExperience #DigitalTransformation #BusinessAI #SearchTechnology #KnowledgeGraph #TechLeadership #SaaS #NYSE #EnterpriseAI #CEOInterviews @DrillDownPod

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

                  24 min
                • Drill Down Insider w. Elastic CEO Ash Kulkarni The story of Elastic’s essential service to the world of AI ($ESTC).

                  🎙️ The Drill Down Insider: . Elastic CEO Ash Kulkarni


                  💡 Take a deep dive with host Cory Johnson as he sits down with Ash Kulkarni, CEO of Elastic, for a candid conversation about leading an AI-powered enterprise in today's tech landscape. This exclusive interview moves beyond surface-level tech talk to explore how Elastic is revolutionizing search, security and observability through artificial intelligence.


                  🔍 In this revealing episode, Johnson and Kulkarni unpack:

                  • Elastic's transformation into an AI-first enterprise platform
                  • The challenges and opportunities of integrating generative AI into search technology
                  • Kulkarni's unique leadership philosophy in the rapidly evolving AI landscape
                  • The future of vectorization of data

                  • 🧠 The Drill Down Insider brings you an unfiltered, behind-the-scenes look at one of tech's most dynamic leaders. Join Cory Johnson as he drills down into the strategic decisions, technical innovations, and leadership insights driving Elastic's AI evolution.

                    Don't miss this compelling conversation that gets to the heart of how established tech companies are navigating the AI and technology-driven change.


                    📺 Full episode: https://www.youtube.com/@DrillDownPod

                    🐦 Follow Cory: https://x.com/corytv


                    #ESTC @Elastic #SoftwareStocks #TechInvesting #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #MachineLearning #AI #ArtificialIntelligence #Search #Stocks #Trading #Software #Business @DrillDownPod



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

                    22 min
                  • Drill Down Earnings, Ep. 265: Okta Q3 earnings analysis – what you need to know ($OKTA)

                    🎙️ The Drill Down: Okta Q3 Earnings Deep Dive

                    💡 Beyond the numbers: Unpack Okta ($OKTA) Q3 performance with 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



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

                      6 min
                    • Drill Down Earnings, Ep. 264: Box Q3 earnings analysis – what you need to know ($BOX)

                      🎙️ The Drill Down: Box Q3 Earnings Deep Dive


                      💡 Beyond the numbers: Unpack Box ($BOX) Q3 performance with Aaron Levie. 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 Box 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


                        #BOX @Box #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…

                      More shows like The Drill Down

                      Motley Fool Hidden Gems Investing by The Motley Fool

                      Motley Fool Hidden Gems Investing

                      3,161 Listeners

                      Macro Voices by Erik Townsend

                      Macro Voices

                      3,052 Listeners

                      Top Traders Unplugged by Niels Kaastrup-Larsen

                      Top Traders Unplugged

                      590 Listeners

                      Odd Lots by Bloomberg

                      Odd Lots

                      1,980 Listeners

                      Pivot by New York Magazine

                      Pivot

                      9,625 Listeners

                      The a16z Show by Andreessen Horowitz

                      The a16z Show

                      1,089 Listeners

                      FT Tech Tonic by Financial Times

                      FT Tech Tonic

                      99 Listeners

                      The Diary Of A CEO with Steven Bartlett by DOAC

                      The Diary Of A CEO with Steven Bartlett

                      8,527 Listeners

                      Chit Chat Stocks by Chit Chat Stocks

                      Chit Chat Stocks

                      196 Listeners

                      The Prof G Pod with Scott Galloway by Vox Media Podcast Network

                      The Prof G Pod with Scott Galloway

                      5,388 Listeners

                      All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

                      All-In with Chamath, Jason, Sacks & Friedberg

                      10,190 Listeners

                      Bloomberg Daybreak: US Edition by Bloomberg

                      Bloomberg Daybreak: US Edition

                      86 Listeners

                      Money Stuff: The Podcast by Bloomberg

                      Money Stuff: The Podcast

                      405 Listeners

                      Prof G Markets by Vox Media Podcast Network

                      Prof G Markets

                      1,449 Listeners

                      The Real Eisman Playbook by Steve Eisman

                      The Real Eisman Playbook

                      225 Listeners