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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. 393: Tesla Q3 earnings – ($TSLA) – A Deep Dive with Cory Johnson

9.71 min Nov 2, 2025

The Drill Down: Tesla Q3 Earnings Analysis
💡 Beyond the numbers: Unpack Tesla ($TSLA) Q3 performance with CEO Elon Musk. 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 stock...

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Drill Down Earnings, Ep. 391: Texas Instruments Q3 earnings – ($TXN) – A Deep Dive with Cory Johnson

6.49 min Nov 2, 2025

The Drill Down: Texas Instruments Q3 Earnings Analysis
💡 Beyond the numbers: Unpack Texas Instruments ($TXN) Q3 performance with CEO Haviv Ilan. 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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Drill Down Earnings, Ep. 390: Micron Technology Q2 earnings – ($MU) Beyond the Numbers – A Deep Dive with Cory Johnson

8.26 min Oct 1, 2025

The Drill Down: Micron Technology Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Micron Technology ($MU) Q2 performance with CEO Sanjay Mehrotra. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the...

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Drill Down Earnings, Ep. 389: Rubrik Q2 earnings – ($RBRK) Beyond the Numbers – A Deep Dive with Cory Johnson

7.5 min Sep 10, 2025

The Drill Down: Rubrik Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Rubrik ($RBRK) Q2 performance with CEO Bipul Sinha. 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 st...

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Drill Down Earnings, Ep. 388: Oracle Q1 2026 earnings – ($ORCL) Beyond the Numbers – A Deep Dive with Cory Johnson

8.95 min Sep 10, 2025

The Drill Down: Oracle Q1 2026 Earnings Analysis
💡 Beyond the numbers: Unpack Oracle ($ORCL) Q1 2026 performance with CEO chief technology officer and founder Larry Ellison. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist...

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Drill Down Earnings, Ep. 387: Broadcom Q3 earnings – ($AVGO) Beyond the Numbers – A Deep Dive with Cory Johnson

5.87 min Sep 4, 2025

The Drill Down: Broadcom Q3 Earnings Analysis
💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q3 performance with CEO Hock Tan. 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. 386: Salesforce Q2 earnings – ($CRM) Beyond the Numbers – A Deep Dive with Cory Johnson

7.69 min Sep 3, 2025

The Drill Down: Salesforce Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Salesforce ($CRM) Q2 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 business news b...

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Drill Down Earnings, Ep. 386: Salesforce Q2 earnings – ($CRM) Beyond the Numbers – A Deep Dive with Cory Johnson

7.69 min Sep 3, 2025

The Drill Down: Salesforce Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Salesforce ($CRM) Q2 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 business news b...

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Drill Down Earnings, Ep. 385: Hewlett Packard Enterprise Q2 earnings – ($HPE) Beyond the Numbers – A Deep Dive with Cory Johnson

7.04 min Sep 3, 2025

The Drill Down: Hewlett Packard Enterprise Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q2 performance with CEO Antonio Neri. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Joh...

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Drill Down Earnings, Ep. 384: Zscaler FY 2025 Q4 earnings – ($ZS) Beyond the Numbers – A Deep Dive with Cory Johnson

6.69 min Sep 3, 2025

The Drill Down: Zscaler FY 2025 Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Zscaler ($ZS) FY 2025 Q4 performance with CEO Jay Chaudhry. 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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