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The Drill Down

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 with CEOs and investors, meaningful research and in-depth analysis, The Drill Down provides a clearer picture of what’s really going on under the hood at publicly traded companies. This is business news for business people.

Drill Down Earnings, Ep. 326: onsemi Q1 earnings analysis – what you need to know ($ON)

5.9 min May 5, 2025

🎙️ The Drill Down: onsemi Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack onsemi ($ON) Q1 performance with CEO Hassane El-Khoury. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business ne...

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Drill Down Earnings, Ep. 325: Twilio Q4 earnings analysis – what you need to know ($TWLO)

5.35 min May 2, 2025

🎙️ The Drill Down: Twilio Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack Twilio ($TWLO) Q4 performance with CEO Khozema Shipchandler. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the busin...

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Drill Down Earnings, Ep. 324: Amazon.com Q1 earnings analysis – what you need to know ($AMZN)

6.49 min May 2, 2025

🎙️ The Drill Down: Amazon.com Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q1 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 busines...

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Drill Down Earnings, Ep. 323: Microsoft Q3 earnings analysis – what you need to know ($MSFT)

5.31 min May 1, 2025

🎙️ The Drill Down: Microsoft Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q3 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 busin...

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Drill Down Earnings, Ep. 322: F5 Q2 Fiscal Year 2025 earnings analysis – what you need to know ($FFIV)

5.54 min May 1, 2025

🎙️ The Drill Down: F5 Q2 Fiscal Year 2025 Earnings Deep Dive
💡 Beyond the numbers: Unpack F5 ($FFIV) Q2 Fiscal Year 2025 performance with CEO François Locoh-Donou. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cor...

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Drill Down Earnings, Ep. 321: Netflix Q1 earnings analysis – what you need to know ($NFLX)

7.53 min May 9, 2025

🎙️ The Drill Down: Netflix Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Netflix ($NFLX) Q1 performance with co-CEO Greg Peters. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business n...

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Drill Down Earnings, Ep. 320: ASML Holding NV Q4 earnings analysis – what you need to know ($ASML).

6.89 min May 9, 2025

🎙️ The Drill Down: ASML Holding NV Q4 Earnings Deep Dive
💡 Beyond the numbers: Unpack ASML Holding NV ($ASML) Q4 performance with CEO Christophe Fouquet and CFO Roger Dassen. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strat...

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The Drill Down Insider, with the State of Maryland's Natalie Evans Harris

9.24 min May 9, 2025

Data-driven decision-making is transforming how governments serve their citizens. At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Natalie Evans Harris, Chief Data Officer for the State of Maryland, to discuss how AI and predictive analytics are optimizing pu...

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The Drill Down Insider, with NIST's Justin Senseney

9.32 min May 9, 2025

At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Justin Senseney to explore how NIST is shaping the next generation of cybersecurity frameworks. 🏗️🔍 As cyber threats evolve, so must the methodologies designed to combat them.

Senseney discusses how NI...

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The Drill Down Insider, with NIST's Justin Senseney

9.32 min May 9, 2025

At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Justin Senseney to explore how NIST is shaping the next generation of cybersecurity frameworks. 🏗️🔍 As cyber threats evolve, so must the methodologies designed to combat them.

Senseney discusses how NI...

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