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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. 336: Applied Materials Q2 Fiscal Year 2025 earnings analysis – what you need to know ($AMAT)

6.19 min May 9, 2025

🎙️ The Drill Down: Applied Materials Q2 Fiscal Year 2025 Earnings Deep Dive
💡 Beyond the numbers: Unpack Applied Materials ($AMAT) Q2 Fiscal Year 2025 performance with CEO Gary Dickerson. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief...

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Drill Down Earnings, Ep. 335: Cloudflare Q1 earnings analysis – what you need to know ($NET)

6.24 min May 9, 2025

🎙️ The Drill Down: Cloudflare Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Cloudflare ($NET) Q1 performance with CEO Matthew Prince. 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. 334: Applied Optoelectronics Q1 earnings analysis – what you need to know ($AAOI)

6.66 min May 9, 2025

🎙️ The Drill Down: Applied Optoelectronics Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q1 performance with CEO “Thompson” Lin. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market st...

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Drill Down Earnings, Ep. 333: ARM Q4 Fiscal 2025 earnings analysis – what you need to know ($ARM)

5.25 min May 8, 2025

🎙️ The Drill Down: ARM Q4 Fiscal 2025 Earnings Deep Dive
💡 Beyond the numbers: Unpack ARM ($ARM) Q4 Fiscal 2025 performance. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behin...

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Drill Down Earnings, Ep. 332: Applovin Q1 earnings analysis – what you need to know ($APP)

4.92 min May 8, 2025

🎙️ The Drill Down: Applovin Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Applovin ($APP) Q1 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 n...

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Drill Down Earnings, Ep. 331: Coherent Q1 earnings analysis – what you need to know ($COHR)

5.28 min May 8, 2025

🎙️ The Drill Down: Coherent Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Coherent ($COHR) Q1 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 n...

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Drill Down Earnings, Ep. 330: Lumentum Q1 earnings analysis – what you need to know ($LITE)

4.99 min May 7, 2025

🎙️ The Drill Down: Lumentum Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Lumentum ($LITE) 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 busine...

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Drill Down Earnings, Ep. 329: Arista Networks Q1 earnings analysis – what you need to know ($ANET)

5.93 min May 7, 2025

🎙️ The Drill Down: Arista Networks Q1 Earnings Deep Dive

💡 Beyond the numbers: Unpack Arista Networks ($ANET) Q1 performance with CEO Jayshree Ullal. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It...

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Drill Down Earnings, Ep. 328: Advanced Micro Devices Q1 earnings analysis – what you need to know ($AMD)

5.74 min May 7, 2025

🎙️ The Drill Down: Advanced Micro Devices Q1 Earnings Deep Dive
💡 Beyond the numbers: Unpack Advanced Micro Devices ($AMD) Q1 performance with CEO Lisa Su. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson...

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Drill Down Earnings, Ep. 327: Fabrinet Fiscal 2025 Q3 earnings analysis – what you need to know ($FN)

5.94 min May 6, 2025

🎙️ The Drill Down: Fabrinet Fiscal 2025 Q3 Earnings Deep Dive
💡 Beyond the numbers: Unpack Fabrinet ($FN) Fiscal 2025 Q3 performance with CEO Seamus Grady. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson....

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