The Drill Down

The Drill Down

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The Drill Down episodes

  • Drill Down Ep. #252: Cisco Systems (CSCO:NASDAQ) Jeetu Patel

    Cisco is trying to turn itself from a federation of acquisitions into a single integrated platform built for the AI era. Jeetu Patel explains how that shift is changing the way Cisco builds products, why engineers now write specifications while AI writes code, and how the company expects AI infrastructure to reshape networking, security, and observability.

    #TheDrillDown #Cisco #JeetuPatel #CSCO #AIInfrastructure #DataCenterNetworking #SiliconOne #Cybersecurity #SASE #EnterpriseIT #Hyperscalers #TechEarnings

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    23 min
  • Drill Down Ep. #251: Zscaler (ZS:NYSE) CEO Jay Chaudhry

    Zscaler says AI agents will behave like identities, only faster and harder to contain. Jay Chaudhry explains why that pushes security from seats to traffic, from users to agent-to-agent workflows and why pricing is shifting toward tokens.

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    19 min
  • Drill Down Earnings, Ep. 434: Zscaler FY 2026 Q2 earnings – ($ZS) – A Deep Dive with Cory Johnson

    The Drill Down: Zscaler FY 2026 Q2 Earnings Analysis

    💡 Beyond the numbers: Unpack Zscaler ($ZS) FY 2026 Q2 performance with CEO Jay Chaudhry. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

    🔍 In This Episode, You'll Discover:

    • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Zscaler’s FY 2026 Q2 earnings report.

    • Strategic Moves & Industry Impact: How Zscaler’s recent decisions are shaping the technology landscape and its competitive position.

    • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Jay Chaudhry.

    • Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.

    • Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.

      💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

      🎧 Listen & Watch Now:

      • Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

      • Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

      • Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

        🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

        • YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

        • Instagram: https://www.instagram.com/drilldownpod

        • TikTok: https://www.tiktok.com/@drilldownpod

          Connect with The Drill Down:

          • Follow Cory Johnson: https://x.com/corytv

          • Follow The Drill Down Pod: https://x.com/drilldownpod

            #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #ZS # #ZscalerEarnings #EarningsZscaler #TheDrillDown #Earnings #WhyZscalerStockDropped #WhyZscalerStockRose

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            7 min
          • Drill Down Earnings, Ep. 433: Elastic FY 2026 Q3 earnings – ($ESTC) – A Deep Dive with Cory Johnson

            The Drill Down: Elastic FY 2026 Q3 Earnings Analysis

            💡 Beyond the numbers: Unpack Elastic ($ESTC) FY 2026 Q3 performance with CEO Ash Kulkarni. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

            🔍 In This Episode, You'll Discover:

            • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Elastic’s FY 2026 Q3 earnings report.

            • Strategic Moves & Industry Impact: How Elastic’s recent decisions are shaping the technology landscape and its competitive position.

            • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Ash Kulkarni.

            • Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.

            • Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.

              💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

              🎧 Listen & Watch Now:

              • Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

              • Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

              • Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

                🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

                • YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

                • Instagram: https://www.instagram.com/drilldownpod

                • TikTok: https://www.tiktok.com/@drilldownpod

                  Connect with The Drill Down:

                  • Follow Cory Johnson: https://x.com/corytv

                  • Follow The Drill Down Pod: https://x.com/drilldownpod

                    #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #ESTC # #ElasticEarnings #EarningsElastic #TheDrillDown #Earnings #WhyElasticStockDropped #WhyElasticStockRose


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                    9 min
                  • Drill Down Earnings, Ep. 432: Synopsys Q1 2026 earnings – ($SNPS) – A Deep Dive with Cory Johnson

                    The Drill Down: Synopsys Q1 2026 Earnings Analysis

                    💡 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 explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

                    🔍 In This Episode, You'll Discover:

                    • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Synopsys’s Q1 2026 earnings report.

                    • Strategic Moves & Industry Impact: How Synopsys’s recent decisions are shaping the technology landscape and its competitive position.

                    • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Sassine Ghazi.

                    • Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.

                    • Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.

                      💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

                      🎧 Listen & Watch Now:

                      • Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

                      • Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

                      • Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

                        🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

                        • YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

                        • Instagram: https://www.instagram.com/drilldownpod

                        • TikTok: https://www.tiktok.com/@drilldownpod

                          Connect with The Drill Down:

                          • Follow Cory Johnson: https://x.com/corytv

                          • Follow The Drill Down Pod: https://x.com/drilldownpod

                            #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #SNPS # #SynopsysEarnings #EarningsSynopsys #TheDrillDown #Earnings #WhySynopsysStockDropped #WhySynopsysStockRose


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                            7 min
                          • Drill Down Earnings, Ep. 431: NVDIA Q4 earnings – ($NVDA) – A Deep Dive with Cory Johnson

                            The Drill Down: NVDIA Q4 Earnings Analysis

                            💡 Beyond the numbers: Unpack NVDIA ($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 explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

                            🔍 In This Episode, You'll Discover:

                            • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from NVDIA’s Q4 earnings report.

                            • Strategic Moves & Industry Impact: How NVDIA’s recent decisions are shaping the technology landscape and its competitive position.

                            • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Jensen Huang.

                            • Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.

                            • Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.

                              💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

                              🎧 Listen & Watch Now:

                              • Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

                              • Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

                              • Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

                                🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

                                • YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

                                • Instagram: https://www.instagram.com/drilldownpod

                                • TikTok: https://www.tiktok.com/@drilldownpod

                                  Connect with The Drill Down:

                                  • Follow Cory Johnson: https://x.com/corytv

                                  • Follow The Drill Down Pod: https://x.com/drilldownpod

                                    #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #NVDA # #NVDIAEarnings #EarningsNVDIA #TheDrillDown #Earnings #WhyNVDIAStockDropped #WhyNVDIAStockRose


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

                                    10 min
                                  • Drill Down Earnings, Ep. 430: Workday Q4 earnings – ($WDAY) – A Deep Dive with Cory Johnson

                                    The Drill Down: Workday Q4 Earnings Analysis

                                    💡 Beyond the numbers: Unpack Workday ($WDAY) Q4 performance with CEO Aneel Bhusri. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

                                    🔍 In This Episode, You'll Discover:

                                    • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Workday’s Q4 earnings report.

                                    • Strategic Moves & Industry Impact: How Workday’s recent decisions are shaping the technology landscape and its competitive position.

                                    • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Aneel Bhusri.

                                    • Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.

                                    • Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.

                                      💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

                                      🎧 Listen & Watch Now:

                                      • Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

                                      • Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

                                      • Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

                                        🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

                                        • YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

                                        • Instagram: https://www.instagram.com/drilldownpod

                                        • TikTok: https://www.tiktok.com/@drilldownpod

                                          Connect with The Drill Down:

                                          • Follow Cory Johnson: https://x.com/corytv

                                          • Follow The Drill Down Pod: https://x.com/drilldownpod

                                            #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #WDAY # #WorkdayEarnings #EarningsWorkday #TheDrillDown #Earnings #WhyWorkdayStockDropped #WhyWorkdayStockRose


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

                                            9 min
                                          • Drill Down Earnings, Ep. 429: Navitas Semiconductor Q4 earnings – ($NVTS) – A Deep Dive with Cory Johnson

                                            The Drill Down: Navitas Semiconductor Q4 Earnings Analysis

                                            💡 Beyond the numbers: Unpack Navitas Semiconductor ($NVTS) Q4 performance with CEO Chris Allexandre. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

                                            🔍 In This Episode, You'll Discover:

                                            • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Navitas Semiconductor’s Q4 earnings report.

                                            • Strategic Moves & Industry Impact: How Navitas Semiconductor’s recent decisions are shaping the technology landscape and its competitive position.

                                            • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Chris Allexandre.

                                            • Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.

                                            • Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.

                                              💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

                                              🎧 Listen & Watch Now:

                                              • Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

                                              • Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

                                              • Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

                                                🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

                                                • YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

                                                • Instagram: https://www.instagram.com/drilldownpod

                                                • TikTok: https://www.tiktok.com/@drilldownpod

                                                  Connect with The Drill Down:

                                                  • Follow Cory Johnson: https://x.com/corytv

                                                  • Follow The Drill Down Pod: https://x.com/drilldownpod

                                                    #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #NVTS # #Navitas SemiconductorEarnings #EarningsNavitas Semiconductor #TheDrillDown #Earnings #WhyNavitas SemiconductorStockDropped #WhyNavitas SemiconductorStockRose

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

                                                    2 min
                                                  • Drill Down Earnings, Ep. 428: Comfort Systems USA Q4 earnings – ($FIX) – A Deep Dive with Cory Johnson

                                                    The Drill Down: Comfort Systems USA Q4 Earnings Analysis

                                                    💡 Beyond the numbers: Unpack Comfort Systems USA ($FIX) Q4 performance with CEO Brian Lane. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

                                                    🔍 In This Episode, You'll Discover:

                                                    • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Comfort Systems USA’s Q4 earnings report.

                                                    • Strategic Moves & Industry Impact: How Comfort Systems USA’s recent decisions are shaping the technology landscape and its competitive position.

                                                    • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Brian Lane.

                                                    • Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.

                                                    • Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.

                                                      💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

                                                      🎧 Listen & Watch Now:

                                                      • Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

                                                      • Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

                                                      • Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

                                                        🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

                                                        • YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

                                                        • Instagram: https://www.instagram.com/drilldownpod

                                                        • TikTok: https://www.tiktok.com/@drilldownpod

                                                          Connect with The Drill Down:

                                                          • Follow Cory Johnson: https://x.com/corytv

                                                          • Follow The Drill Down Pod: https://x.com/drilldownpod

                                                            #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #FIX # #Comfort Systems USAEarnings #EarningsComfort Systems USA #TheDrillDown #Earnings #WhyComfort Systems USAStockDropped #WhyComfort Systems USAStockRose

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

                                                            9 min
                                                          • Drill Down Earnings, Ep. 427: Coherent Q4 earnings – ($COHR) – A Deep Dive with Cory Johnson

                                                            The Drill Down: Coherent Q4 Earnings Analysis

                                                            💡 Beyond the numbers: Unpack Coherent ($COHR) Q4 performance with CEO Jim Anderson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

                                                            🔍 In This Episode, You'll Discover:

                                                            • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Coherent’s Q4 earnings report.

                                                            • Strategic Moves & Industry Impact: How Coherent’s recent decisions are shaping the technology landscape and its competitive position.

                                                            • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Jim Anderson.

                                                            • Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market.

                                                            • Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity.

                                                              💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential.

                                                              🎧 Listen & Watch Now:

                                                              • Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

                                                              • Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

                                                              • Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

                                                                🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

                                                                • YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

                                                                • Instagram: https://www.instagram.com/drilldownpod

                                                                • TikTok: https://www.tiktok.com/@drilldownpod

                                                                  Connect with The Drill Down:

                                                                  • Follow Cory Johnson: https://x.com/corytv

                                                                  • Follow The Drill Down Pod: https://x.com/drilldownpod

                                                                    #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #COHR # #CoherentEarnings #EarningsCoherent #TheDrillDown #Earnings #WhyCoherentStockDropped #WhyCoherentStockRose

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

                                                                    11 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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