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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. 346: Zscaler Q4 Fiscal Year 2025 earnings analysis – what you need to know ($ZS)

5.68 min May 9, 2025

🎙️ The Drill Down: Zscaler Q4 Fiscal Year 2025 Earnings Deep Dive
💡 Beyond the numbers: Unpack Zscaler ($ZS) Q4 Fiscal Year 2025 performance with CEO Jay Chaudhry. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory ...

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Drill Down Earnings, Ep. 344: HP Q2 earnings analysis – what you need to know ($HPQ)

6.28 min May 9, 2025

🎙️ The Drill Down: HP Q2 Earnings Deep Dive
💡 Beyond the numbers: Unpack HP ($HPQ) Q2 performance with CEO Enrique Lores. 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 s...

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Drill Down Earnings, Ep. 343: Salesforce Q1 earnings analysis – what you need to know ($CRM)

6.28 min May 9, 2025

🎙️ The Drill Down: Salesforce Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Salesforce ($CRM) Q1 performance with CEO Marc Benioff. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the busine...

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Drill Down Earnings, Ep. 342: NVIDIA Q1 earnings analysis – what you need to know ($NVDA)

6.43 min May 9, 2025

🎙️ The Drill Down: NVIDIA Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q1 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 ...

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The Drill Down: Clearwater Analytics (CWAN:NASDAQ) CEO Sandeep Sahai

23.11 min May 9, 2025

Clearwater Analytics (CWAN:NASDAQ) built a quiet empire standardizing how asset managers track billions. CEO Sandeep Sahai explains how his software reconciles, reports, and monitors more than $7 trillion in assets every day, counting some of the world’s most powerful institutions as clients. Clea...

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Drill Down Earnings, Ep. 341: Okta Q1 earnings analysis – what you need to know ($OKTA)

5.6 min May 9, 2025

🎙️ The Drill Down: Okta Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Okta ($OKTA) Q1 performance with CEO Todd McKinnon. 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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Drill Down Earnings, Ep. 340: Box Q1 earnings analysis – what you need to know ($BOX)

5.16 min May 9, 2025

🎙️ The Drill Down: Box Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Box ($BOX) Q1 performance with CEO Aaron Levie. 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 s...

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Drill Down Earnings, Ep. 339: Workday Q1 earnings analysis – what you need to know ($WDAY)

5.93 min May 9, 2025

🎙️ The Drill Down: Workday Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Workday ($WDAY) Q1 performance with CEO Carl Eschenbach. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business ...

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Drill Down Earnings, Ep. 338: Analog Devices Q2 Fiscal Year 2025 earnings analysis – what you need to know ($ADI)

5.91 min May 9, 2025

🎙️ The Drill Down: Analog Devices Q2 Fiscal Year 2025 Earnings Deep Dive
💡 Beyond the numbers: Unpack Analog Devices ($ADI) Q2 Fiscal Year 2025 performance with CEO Vincent Roche. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market...

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Drill Down Earnings, Ep. 337: Palo Alto Networks Q3 Fiscal 2025 earnings analysis – what you need to know ($PANW)

5.76 min May 9, 2025

🎙️ The Drill Down: Palo Alto Networks Q3 Fiscal 2025 Earnings Deep Dive
💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q3 Fiscal 2025 performance with CEO Nikesh Arora. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market st...

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