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.
The Drill Down: Lumentum Q4 2025 Earnings Analysis
💡 Beyond the numbers: Unpack Lumentum ($LITE) Q4 2025 performance with CEO Michael Hurlston. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the bus...
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The Drill Down: Lumentum Q4 2025 Earnings Analysis
💡 Beyond the numbers: Unpack Lumentum ($LITE) Q4 2025 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:
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Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Lumentum’s Q4 2025 earnings report.
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Strategic Moves & Industry Impact: How Lumentum’s recent decisions are shaping the technology landscape and its competitive position.
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Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Michael Hurlston.
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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:
🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):
Connect with The Drill Down:
#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #LITE #LumentumEarnings #TheDrillDown
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The Drill Down: Applied Optoelectronics Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q2 performance with CFO and Chief Strategy Officer Stefan J. Murry, Ph.D. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s c...
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The Drill Down: Applied Optoelectronics Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q2 performance with CFO and Chief Strategy Officer Stefan J. Murry, Ph.D. 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:
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Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Applied Optoelectronics’s Q2 earnings report.
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Strategic Moves & Industry Impact: How Applied Optoelectronics’s recent decisions are shaping the technology landscape and its competitive position.
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Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Thompson Lin, Ph. D.
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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:
🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):
Connect with The Drill Down:
#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #AAOI #Applied OptoelectronicsEarnings #TheDrillDown
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The Drill Down: Applovin Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Applovin ($APP) Q2 performance with CEO Adam Foroughi. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news beh...
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The Drill Down: Applovin Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Applovin ($APP) Q2 performance with CEO Adam Foroughi. 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 Applovin’s Q2 earnings report.
-
Strategic Moves & Industry Impact: How Applovin’s recent decisions are shaping the technology landscape and its competitive position.
-
Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Adam Foroughi.
-
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:
🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):
Connect with The Drill Down:
#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #APP #ApplovinEarnings #TheDrillDown
Learn more about your ad choices. Visit megaphone.fm/adchoices
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The Drill Down: Advanced Micro Devices Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Advanced Micro Devices ($AMD) Q2 performance with CEO Lisa Su. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s...
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The Drill Down: Advanced Micro Devices Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Advanced Micro Devices ($AMD) Q2 performance with CEO Lisa Su. 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 Advanced Micro Devices’s Q2 earnings report.
-
Strategic Moves & Industry Impact: How Advanced Micro Devices’s recent decisions are shaping the technology landscape and its competitive position.
-
Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Lisa Su.
-
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:
🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):
Connect with The Drill Down:
#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #AMD #Advanced Micro DevicesEarnings #TheDrillDown
Learn more about your ad choices. Visit megaphone.fm/adchoices
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The Drill Down: Globalfoundries Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Globalfoundries ($GFS) Q2 performance with CEO Tim Breen. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the busines...
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The Drill Down: Globalfoundries Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Globalfoundries ($GFS) Q2 performance with CEO Tim Breen. 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 Globalfoundries’s Q2 earnings report.
-
Strategic Moves & Industry Impact: How Globalfoundries’s recent decisions are shaping the technology landscape and its competitive position.
-
Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Tim Breen.
-
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:
🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):
Connect with The Drill Down:
#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #GFS #GlobalfoundriesEarnings #TheDrillDown
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The Drill Down: Palantir Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Palantir ($PLTR) Q2 performance with CEO Alex Karp. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind...
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The Drill Down: Palantir Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Palantir ($PLTR) Q2 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’s Q2 earnings report.
-
Strategic Moves & Industry Impact: How Palantir’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:
🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):
Connect with The Drill Down:
#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #PLTR #PalantirEarnings #TheDrillDown
Learn more about your ad choices. Visit megaphone.fm/adchoices
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The Drill Down: Amazon.com Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q2 performance with CEO Andy Jassy. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news be...
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The Drill Down: Amazon.com Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q2 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 Q2 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:
🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):
Connect with The Drill Down:
#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #AMZN #Amazon.comEarnings #TheDrillDown
Learn more about your ad choices. Visit megaphone.fm/adchoices
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The Drill Down: Microsoft Q4 2025 Earnings Analysis
💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q4 2025 performance with CEO Satya Nadella. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the busi...
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The Drill Down: Microsoft Q4 2025 Earnings Analysis
💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q4 2025 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 Q4 2025 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:
🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):
Connect with The Drill Down:
#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #MSFT #MicrosoftEarnings #TheDrillDown
Learn more about your ad choices. Visit megaphone.fm/adchoices
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The Drill Down: Cadence Design Systems Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q2 performance with CEO Anirudh Devgan. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson....
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The Drill Down: Cadence Design Systems Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q2 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 Q2 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:
🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):
Connect with The Drill Down:
#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #CDNS #Cadence Design SystemsEarnings #TheDrillDown
Learn more about your ad choices. Visit megaphone.fm/adchoices
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The Drill Down: Comfort Systems USA Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Comfort Systems USA ($FIX) Q2 performance with CEO Brian Lane. A stock doing better than Nvidia ($NVDA)! More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief...
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The Drill Down: Comfort Systems USA Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Comfort Systems USA ($FIX) Q2 performance with CEO Brian Lane. A stock doing better than Nvidia ($NVDA)! 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 Comfort Systems USA’s Q2 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:
🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):
Connect with The Drill Down:
#StockMarket #TechInvesting #AIStocks #HVAC #Nvidia #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #FIX #Comfort Systems USAEarnings #TheDrillDown
Learn more about your ad choices. Visit megaphone.fm/adchoices
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