The Drill Down

The Drill Down

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The Drill Down episodes

  • Drill Down Earnings, Ep. 408: Coherent Q3 earnings – ($COHR) – A Deep Dive with Cory Johnson

    The Drill Down: Coherent Q3 Earnings Analysis

    💡 Beyond the numbers: Unpack Coherent ($COHR) Q3 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, 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 Coherent’s Q3 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 #Coherent #CoherentEarnings #TheDrillDown

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            10 min
          • Drill Down Earnings, Ep. 407: Lumentum 2026 Q1 earnings – ($LITE) – A Deep Dive with Cory Johnson

            The Drill Down: Lumentum 2026 Q1 Earnings Analysis

            💡 Beyond the numbers: Unpack Lumentum ($LITE) 2026 Q1 performance with CEO Michael Hurlston. 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 Lumentum’s 2026 Q1 earnings report.

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

            • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Michael Hurlston.

            • 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 #LITE #Lumentum #LumentumEarnings #TheDrillDown

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                    9 min
                  • Drill Down Earnings, Ep. 406: Fabrinet Q1 FY 2026 earnings – ($FN) – A Deep Dive with Cory Johnson

                    The Drill Down: Fabrinet Q1 FY 2026 Earnings Analysis

                    💡 Beyond the numbers: Unpack Fabrinet ($FN) Q1 FY 2026 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, 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 Fabrinet’s Q1 FY 2026 earnings report.

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

                    • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Seamus Grady.

                    • 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 #FN #Fabrinet #FabrinetEarnings #TheDrillDown

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

                            9 min
                          • Drill Down Earnings, Ep. 405: Palantir Technologies Q3 earnings – ($PLTR) – A Deep Dive with Cory Johnson

                            The Drill Down: Palantir Technologies Q3 Earnings Analysis

                            💡 Beyond the numbers: Unpack Palantir Technologies ($PLTR) Q3 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, 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 Palantir Technologies’s Q3 earnings report.

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

                            • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Alex Karp.

                            • 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 #PLTR #Palantir Technologies #Palantir TechnologiesEarnings #TheDrillDown

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

                                    9 min
                                  • Drill Down Earnings, Ep. 404: Lumen Technologies Q3 earnings – ($LUMN) – A Deep Dive with Cory Johnson

                                    The Drill Down: Lumen Technologies Q3 Earnings Analysis

                                    💡 Beyond the numbers: Unpack Lumen Technologies ($LUMN) Q3 performance with CEO Kate Johnson. 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 Lumen Technologies’s Q3 earnings report.

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

                                    • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Kate Johnson.

                                    • 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 #LUMN #Lumen Technologies #Lumen TechnologiesEarnings #TheDrillDown

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

                                            10 min
                                          • Drill Down Earnings, Ep. 403: Amazon.com Q3 earnings – ($AMZN) – A Deep Dive with Cory Johnson

                                            The Drill Down: Amazon.com Q3 Earnings Analysis

                                            💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q3 performance with CEO Andy Jassy. 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 Amazon.com’s Q3 earnings report.

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

                                            • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Andy Jassy.

                                            • 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 #AMZN #Amazon.com #Amazon.comEarnings #TheDrillDown

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

                                                    7 min
                                                  • Drill Down Earnings, Ep. 402: Alphabet Q3 earnings – ($GOOG) – A Deep Dive with Cory Johnson

                                                    The Drill Down: Alphabet Q3 Earnings Analysis

                                                    💡 Beyond the numbers: Unpack Alphabet ($GOOG) Q3 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, 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 Alphabet’s Q3 earnings report.

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

                                                    • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Sundar Pichai.

                                                    • 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 #GOOG #Alphabet #AlphabetEarnings #TheDrillDown

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

                                                            9 min
                                                          • Drill Down Earnings, Ep. 401: Microsoft FY 2026 Q1 earnings – ($MSFT) – A Deep Dive with Cory Johnson

                                                            The Drill Down: Microsoft FY 2026 Q1 Earnings Analysis

                                                            💡 Beyond the numbers: Unpack Microsoft ($MSFT) FY 2026 Q1 performance with CEO Satya Nadella. 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 Microsoft’s FY 2026 Q1 earnings report.

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

                                                            • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Satya Nadella.

                                                            • 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 #MSFT #Microsoft #MicrosoftEarnings #TheDrillDown

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

                                                                    7 min
                                                                  • Drill Down Earnings, Ep. 400: Corning Q3 earnings – ($GLW) – A Deep Dive with Cory Johnson

                                                                    The Drill Down: Corning Q3 Earnings Analysis

                                                                    💡 Beyond the numbers: Unpack Corning ($GLW) Q3 performance with CEO Wendell Weeks. 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 Corning’s Q3 earnings report.

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

                                                                    • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Wendell Weeks.

                                                                    • 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 #GLW #Corning #CorningEarnings #TheDrillDown


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

                                                                            8 min
                                                                          • Drill Down Earnings, Ep. 399: Cadence Design Systems Q3 earnings – ($CDNS) – A Deep Dive with Cory Johnson

                                                                            The Drill Down: Cadence Design Systems Q3 Earnings Analysis

                                                                            💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q3 performance with CEO Anirudh Devgan. 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 Cadence Design Systems’s Q3 earnings report.

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

                                                                            • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Anirudh Devgan.

                                                                            • 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 #CDNS #Cadence Design Systems #Cadence Design SystemsEarnings #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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