The Drill Down

NICE is spending close to a billion dollars to push AI deeper into customer service and fraud prevention. CEO Scott Russell lays out why the company paid that premium, how the new platform fits into CX and Actimize, and what it means for profitability and partner dependencies.

#TheDrillDown

#NICE $NICE

#ScottRussell

#CXone

#CustomerExperience

#CCaaS

#AI

#Automation

#AgenticAI

#TechLeadership

#SaaS

#Investing

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The Drill Down: Elastic Q2 Earnings Analysis

💡 Beyond the numbers: Unpack Elastic ($ESTC) Q2 performance with CEO Ash Kulkarni. 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 Elastic’s Q2 earnings report.

• Strategic Moves & Industry Impact: How Elastic’s recent decisions are shaping the technology landscape and its competitive position.

• Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Ash Kulkarni.

• 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:

• Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

• Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

• Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

• YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

• Instagram: https://www.instagram.com/drilldownpod

• TikTok: https://www.tiktok.com/@drilldownpod

Connect with The Drill Down:

• Follow Cory Johnson: https://x.com/corytv

• Follow The Drill Down Pod: https://x.com/drilldownpod

#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #ESTC #Elastic #ElasticEarnings #TheDrillDown

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The Drill Down: Palo Alto Networks Q1 Earnings Analysis

💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q1 performance with CEO Nikesh Arora. 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 Palo Alto Networks’s Q1 earnings report.

• Strategic Moves & Industry Impact: How Palo Alto Networks’s recent decisions are shaping the technology landscape and its competitive position.

• Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Nikesh Arora.

• 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:

• Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

• Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

• Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

• YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

• Instagram: https://www.instagram.com/drilldownpod

• TikTok: https://www.tiktok.com/@drilldownpod

Connect with The Drill Down:

• Follow Cory Johnson: https://x.com/corytv

• Follow The Drill Down Pod: https://x.com/drilldownpod

#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #PANW #Palo Alto Networks #Palo Alto NetworksEarnings #TheDrillDown

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The Drill Down: NVIDIA Q3 Earnings Analysis

💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q3 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 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 NVIDIA’s Q3 earnings report.

• Strategic Moves & Industry Impact: How NVIDIA’s recent decisions are shaping the technology landscape and its competitive position.

• Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Jensen Huang.

• 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:

• Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

• Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

• Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

• YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

• Instagram: https://www.instagram.com/drilldownpod

• TikTok: https://www.tiktok.com/@drilldownpod

Connect with The Drill Down:

• Follow Cory Johnson: https://x.com/corytv

• Follow The Drill Down Pod: https://x.com/drilldownpod

#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #NVDA #NVIDIAEarnings #TheDrillDown

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The Drill Down: Cisco Systems Q1 2026 Earnings Analysis

💡 Beyond the numbers: Unpack Cisco Systems ($CSCO) Q1 2026 performance with CEO Chuck Robbins. 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 Cisco Systems’s Q1 2026 earnings report.

• Strategic Moves & Industry Impact: How Cisco Systems’s recent decisions are shaping the technology landscape and its competitive position.

• Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Chuck Robbins.

• 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:

• Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

• Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

• Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

• YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

• Instagram: https://www.instagram.com/drilldownpod

• TikTok: https://www.tiktok.com/@drilldownpod

Connect with The Drill Down:

• Follow Cory Johnson: https://x.com/corytv

• Follow The Drill Down Pod: https://x.com/drilldownpod

#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #NETWORKING #GrowthStocks #MarketAnalysis #CSCO #CiscoSystems #CiscoEarnings #TheDrillDown

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The Drill Down: Coherent Q3 Earnings Analysis

💡 Beyond the numbers: Unpack Coherent ($COHR) Q3 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 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 Coherent’s Q3 earnings report.

• Strategic Moves & Industry Impact: How Coherent’s recent decisions are shaping the technology landscape and its competitive position.

• Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Jim Anderson.

• 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:

• Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

• Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

• Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

• YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

• Instagram: https://www.instagram.com/drilldownpod

• TikTok: https://www.tiktok.com/@drilldownpod

Connect with The Drill Down:

• Follow Cory Johnson: https://x.com/corytv

• Follow The Drill Down Pod: https://x.com/drilldownpod

#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #COHR #Coherent #CoherentEarnings #TheDrillDown

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The Drill Down: Lumentum 2026 Q1 Earnings Analysis

💡 Beyond the numbers: Unpack Lumentum ($LITE) 2026 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 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 Lumentum’s 2026 Q1 earnings report.

• Strategic Moves & Industry Impact: How Lumentum’s recent decisions are shaping the technology landscape and its competitive position.

• Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Michael Hurlston.

• 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:

• Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

• Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

• Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

• YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

• Instagram: https://www.instagram.com/drilldownpod

• TikTok: https://www.tiktok.com/@drilldownpod

Connect with The Drill Down:

• Follow Cory Johnson: https://x.com/corytv

• Follow The Drill Down Pod: https://x.com/drilldownpod

#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #LITE #Lumentum #LumentumEarnings #TheDrillDown

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The Drill Down: Fabrinet Q1 FY 2026 Earnings Analysis

💡 Beyond the numbers: Unpack Fabrinet ($FN) Q1 FY 2026 performance with CEO Seamus Grady. 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 Fabrinet’s Q1 FY 2026 earnings report.

• Strategic Moves & Industry Impact: How Fabrinet’s recent decisions are shaping the technology landscape and its competitive position.

• Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Seamus Grady.

• 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:

• Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

• Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

• Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

• YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

• Instagram: https://www.instagram.com/drilldownpod

• TikTok: https://www.tiktok.com/@drilldownpod

Connect with The Drill Down:

• Follow Cory Johnson: https://x.com/corytv

• Follow The Drill Down Pod: https://x.com/drilldownpod

#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #FN #Fabrinet #FabrinetEarnings #TheDrillDown

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The Drill Down: Palantir Technologies Q3 Earnings Analysis

💡 Beyond the numbers: Unpack Palantir Technologies ($PLTR) Q3 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 Technologies’s Q3 earnings report.

• Strategic Moves & Industry Impact: How Palantir Technologies’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:

• Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

• Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

• Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

• YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

• Instagram: https://www.instagram.com/drilldownpod

• TikTok: https://www.tiktok.com/@drilldownpod

Connect with The Drill Down:

• Follow Cory Johnson: https://x.com/corytv

• Follow The Drill Down Pod: https://x.com/drilldownpod

#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #PLTR #Palantir Technologies #Palantir TechnologiesEarnings #TheDrillDown

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The Drill Down: Lumen Technologies Q3 Earnings Analysis

💡 Beyond the numbers: Unpack Lumen Technologies ($LUMN) Q3 performance with CEO Kate Johnson. 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 Lumen Technologies’s Q3 earnings report.

• Strategic Moves & Industry Impact: How Lumen Technologies’s recent decisions are shaping the technology landscape and its competitive position.

• Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Kate Johnson.

• 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:

• Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I

• Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg

• Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923

🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!):

• YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts

• Instagram: https://www.instagram.com/drilldownpod

• TikTok: https://www.tiktok.com/@drilldownpod

Connect with The Drill Down:

• Follow Cory Johnson: https://x.com/corytv

• Follow The Drill Down Pod: https://x.com/drilldownpod

#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #LUMN #Lumen Technologies #Lumen TechnologiesEarnings #TheDrillDown

Learn more about your ad choices. Visit megaphone.fm/adchoices