The Drill Down

The Drill Down

By Cory JohnsonBusinessNewsInvestingBusiness News
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The Drill Down episodes

  • The Drill Down Ep. #240: Refining Data: Veritone’s aiWARE Story

    Veritone says it can convert massive media archives into AI-ready training datasets and claims a near-term bookings pipeline of ~$40 million. CEO Ryan Steelberg explains how the aiWARE platform and Data Refinery service change the growth equation — and why investors should watch the economics, scale and customer mix of this little-known AI play.

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    30 min
  • Drill Down Earnings, Ep. 416: Micron Technology Q1 earnings – ($MU) – A Deep Dive with Cory Johnson

    The Drill Down: Micron Technology Q1 Earnings Analysis

    💡 Beyond the numbers: Unpack Micron Technology ($MU) Q1 performance with CEO Sanjay Mehrotra. 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 Micron Technology’s Q1 earnings report.

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

    • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Sanjay Mehrotra.

    • 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 #MU #Micron Technology #Micron TechnologyEarnings #TheDrillDown

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            11 min
          • Drill Down Earnings, Ep. 415: Ciena Q4 earnings – ($CIEN) – A Deep Dive with Cory Johnson

            The Drill Down: Ciena Q4 Earnings Analysis

            💡 Beyond the numbers: Unpack Ciena ($CIEN) Q4 performance with CEO Gary Smith. 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 Ciena’s Q4 earnings report.

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

            • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Gary Smith.

            • 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 #CIEN #Ciena #CienaEarnings #TheDrillDown

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                    11 min
                  • Drill Down Earnings, Ep. 414: Synopsys Q4 earnings – ($SNPS) – A Deep Dive with Cory Johnson

                    The Drill Down: Synopsys Q4 Earnings Analysis

                    💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q4 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 anyone tracking the tech and business world.

                    🔍 In This Episode, You'll Discover:

                    • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Synopsys’s Q4 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 #Synopsys #SynopsysEarnings #TheDrillDown

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

                            10 min
                          • Drill Down Earnings, Ep. 413: Oracle Q2 earnings – ($ORCL) – A Deep Dive with Cory Johnson

                            The Drill Down: Oracle Q2 Earnings Analysis

                            💡 Beyond the numbers: Unpack Oracle ($ORCL) Q2 performance with CEO founder & CTO Larry Ellison. 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 Oracle’s Q2 earnings report.

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

                            • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO founder & CTO Larry Ellison.

                            • 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 #ORCL #Oracle #OracleEarnings #TheDrillDown

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                                    9 min
                                  • Drill Down Ep. #249: NiCE (NICE:NYSE) CEO Scott

                                    NICE is spending close to a billion dollars to push AI deeper into customer service and fraud prevention. CEO Scott Russell lays out why the company paid that premium, how the new platform fits into CX and Actimize, and what it means for profitability and partner dependencies.


                                    #TheDrillDown

                                    #NICE $NICE

                                    #ScottRussell

                                    #CXone

                                    #CustomerExperience

                                    #CCaaS

                                    #AI

                                    #Automation

                                    #AgenticAI

                                    #TechLeadership

                                    #SaaS

                                    #Investing

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

                                    25 min
                                  • Drill Down Earnings, Ep. 412: Elastic Q2 earnings – ($ESTC) – A Deep Dive with Cory Johnson

                                    The Drill Down: Elastic Q2 Earnings Analysis

                                    💡 Beyond the numbers: Unpack Elastic ($ESTC) Q2 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, empowering retail investors and anyone tracking the tech and business world.

                                    🔍 In This Episode, You'll Discover:

                                    • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Elastic’s Q2 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 #Elastic #ElasticEarnings #TheDrillDown

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

                                            8 min
                                          • Drill Down Earnings, Ep. 411: Palo Alto Networks Q1 earnings – ($PANW) – A Deep Dive with Cory Johnson

                                            The Drill Down: Palo Alto Networks Q1 Earnings Analysis

                                            💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q1 performance with CEO Nikesh Arora. 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, empowering retail investors and anyone tracking the tech and business world.

                                            🔍 In This Episode, You'll Discover:

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

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

                                            • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Nikesh Arora.

                                            • 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 #PANW #Palo Alto Networks #Palo Alto NetworksEarnings #TheDrillDown

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

                                                    8 min
                                                  • Drill Down Earnings, Ep. 409: Cisco Systems Q1 2026 earnings – ($CSCO) – A Deep Dive with Cory Johnson

                                                    The Drill Down: Cisco Systems Q1 2026 Earnings Analysis

                                                    💡 Beyond the numbers: Unpack Cisco Systems ($CSCO) Q1 2026 performance with CEO Chuck Robbins. 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, empowering retail investors and anyone tracking the tech and business world.

                                                    🔍 In This Episode, You'll Discover:

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

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

                                                    • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Chuck Robbins.

                                                    • 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 #NETWORKING #GrowthStocks #MarketAnalysis #CSCO #CiscoSystems #CiscoEarnings #TheDrillDown

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

                                                            9 min
                                                          • Drill Down Earnings, Ep. 410: NVIDIA Q3 earnings – ($NVDA) Beyond the Numbers – A Deep Dive with Cory Johnson

                                                            The Drill Down: NVIDIA Q3 Earnings Analysis

                                                            💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q3 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, empowering retail investors and anyone tracking the tech and business world.

                                                            🔍 In This Episode, You'll Discover:

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

                                                            • Strategic Moves & Industry Impact: How NVIDIA’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 #NVIDIAEarnings #TheDrillDown

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

                                                                    9 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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