The Drill Down en Copyright 2021 All rights reserved. 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. https://megaphone.imgix.net/podcasts/ac3003ee-1010-11ec-874b-8778af6d91f3/image/3a3c424b8246116f10297f998c79e14b.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress The Drill Down no episodic Business news for business people. Cory Johnson 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 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.

]]> Cory Johnson accounts@bizpod.net Drill Down Earnings, Ep. 438: ASML Q1 2027 earnings – ($ASML) – A Deep Dive with Cory Johnson The Drill Down: ASML Q1 2027 Earnings Analysis 💡 Beyond the numbers: Unpack ASML ($ASML) Q1 2027 performance with CEO Christophe Forquet. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from ASML’s Q1 2027 earnings report. Strategic Moves & Industry Impact: How ASML’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Christophe Forquet. 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 #ASML # #ASMLEarnings #EarningsASML #TheDrillDown #Earnings #WhyASMLStockDropped #WhyASMLStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 16 Apr 2026 17:19:00 -0000 full Cory Johnson The Drill Down: ASML Q1 2027 Earnings Analysis 💡 Beyond the numbers: Unpack ASML ($ASML) Q1 2027 performance with CEO Christophe Forquet. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from ASML’s Q1 2027 earnings report. Strategic Moves & Industry Impact: How ASML’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Christophe Forquet. 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 #ASML # #ASMLEarnings #EarningsASML #TheDrillDown #Earnings #WhyASMLStockDropped #WhyASMLStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: ASML Q1 2027 Earnings Analysis 💡 Beyond the numbers: Unpack ASML ($ASML) Q1 2027 performance with CEO Christophe Forquet. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

🔍 In This Episode, You'll Discover:

  • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from ASML’s Q1 2027 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Christophe Forquet.

  • 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 #ASML # #ASMLEarnings #EarningsASML #TheDrillDown #Earnings #WhyASMLStockDropped #WhyASMLStockRose


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]]> 472 no Drill Down, Ep. #253: Xanadu Quantum Technologies (CLUM:NASDAQ) CEO Christian Weedbrook Xanadu is heading toward the public markets with a SPAC transaction that could deliver roughly $500 million in gross proceeds, putting fresh scrutiny on whether photonic quantum computing can move beyond being a science project. CEO Christian Weedbrook lays out why Xanadu believes networking quantum systems across server racks changes the scaling equation, and where optical loss and error correction still threaten timelines. The conversation explains how PennyLane became one of the most widely used quantum software platforms, and why software adoption may matter more than qubit counts. Weedbrook also addresses what commercial workloads might realistically arrive before fault tolerance, and which won’t. With backers including Advanced Micro Devices, the stakes are no longer academic — they’re financial, operational and soon to be public. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 27 Mar 2026 07:40:00 -0000 full Cory Johnson Xanadu is heading toward the public markets with a SPAC transaction that could deliver roughly $500 million in gross proceeds, putting fresh scrutiny on whether photonic quantum computing can move beyond being a science project. CEO Christian Weedbrook lays out why Xanadu believes networking quantum systems across server racks changes the scaling equation, and where optical loss and error correction still threaten timelines. The conversation explains how PennyLane became one of the most widely used quantum software platforms, and why software adoption may matter more than qubit counts. Weedbrook also addresses what commercial workloads might realistically arrive before fault tolerance, and which won’t. With backers including Advanced Micro Devices, the stakes are no longer academic — they’re financial, operational and soon to be public. Learn more about your ad choices. Visit megaphone.fm/adchoices Xanadu is heading toward the public markets with a SPAC transaction that could deliver roughly $500 million in gross proceeds, putting fresh scrutiny on whether photonic quantum computing can move beyond being a science project. CEO Christian Weedbrook lays out why Xanadu believes networking quantum systems across server racks changes the scaling equation, and where optical loss and error correction still threaten timelines.

The conversation explains how PennyLane became one of the most widely used quantum software platforms, and why software adoption may matter more than qubit counts. Weedbrook also addresses what commercial workloads might realistically arrive before fault tolerance, and which won’t. With backers including Advanced Micro Devices, the stakes are no longer academic — they’re financial, operational and soon to be public.

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

]]> 1529 no Drill Down Insider Ep. #22: Freepik CEO Joaquin Cuenca Freepik serves more than 500 million people every month without trading on a single stock exchange — a scale that rivals publicly-listed creative platforms while staying almost entirely off Wall Street's radar. This conversation examines how Joaquin Cuenca turned a bootstrapped image library into an AI content company, navigated the intellectual property crisis that damaged his competitors, and now manages the expectations of a private equity owner with a defined exit horizon. The timing matters: the AI content market is sorting winners from casualties in real time. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 13 Mar 2026 19:12:00 -0000 full Cory Johnson Freepik serves more than 500 million people every month without trading on a single stock exchange — a scale that rivals publicly-listed creative platforms while staying almost entirely off Wall Street's radar. This conversation examines how Joaquin Cuenca turned a bootstrapped image library into an AI content company, navigated the intellectual property crisis that damaged his competitors, and now manages the expectations of a private equity owner with a defined exit horizon. The timing matters: the AI content market is sorting winners from casualties in real time. Learn more about your ad choices. Visit megaphone.fm/adchoices Freepik serves more than 500 million people every month without trading on a single stock exchange — a scale that rivals publicly-listed creative platforms while staying almost entirely off Wall Street's radar. This conversation examines how Joaquin Cuenca turned a bootstrapped image library into an AI content company, navigated the intellectual property crisis that damaged his competitors, and now manages the expectations of a private equity owner with a defined exit horizon. The timing matters: the AI content market is sorting winners from casualties in real time.

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

]]> 1259 no Drill Down Earnings, Ep. 437: Rubrik Q4 earnings – ($RBRK) – A Deep Dive with Cory Johnson The Drill Down: Rubrik Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Rubrik ($RBRK) Q4 performance with CEO Bipul Sinha. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Rubrik’s Q4 earnings report. Strategic Moves & Industry Impact: How Rubrik’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Bipul Sinha. 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 #RBRK # #RubrikEarnings #EarningsRubrik #TheDrillDown #Earnings #WhyRubrikStockDropped #WhyRubrikStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 13 Mar 2026 03:02:00 -0000 full Cory Johnson The Drill Down: Rubrik Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Rubrik ($RBRK) Q4 performance with CEO Bipul Sinha. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Rubrik’s Q4 earnings report. Strategic Moves & Industry Impact: How Rubrik’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Bipul Sinha. 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 #RBRK # #RubrikEarnings #EarningsRubrik #TheDrillDown #Earnings #WhyRubrikStockDropped #WhyRubrikStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Rubrik Q4 Earnings Analysis

💡 Beyond the numbers: Unpack Rubrik ($RBRK) Q4 performance with CEO Bipul Sinha. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

🔍 In This Episode, You'll Discover:

  • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Rubrik’s Q4 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Bipul Sinha.

  • 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 #RBRK # #RubrikEarnings #EarningsRubrik #TheDrillDown #Earnings #WhyRubrikStockDropped #WhyRubrikStockRose


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]]> 513 no Drill Down Earnings, Ep. 436: Oracle Q3 FY 2026 earnings – ($ORCL) – A Deep Dive with Cory Johnson The Drill Down: Oracle Q3 FY 2026 Earnings Analysis 💡 Beyond the numbers: Unpack Oracle ($ORCL) Q3 FY 2026 performance with CEO founder and CTO Larry Ellison. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Oracle’s Q3 FY 2026 earnings report. Strategic Moves & Industry Impact: How Oracle’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO founder and CTO Larry Ellison. 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 #ORCL # #OracleEarnings #EarningsOracle #TheDrillDown #Earnings #WhyOracleStockDropped #WhyOracleStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 10 Mar 2026 22:39:00 -0000 full Cory Johnson The Drill Down: Oracle Q3 FY 2026 Earnings Analysis 💡 Beyond the numbers: Unpack Oracle ($ORCL) Q3 FY 2026 performance with CEO founder and CTO Larry Ellison. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Oracle’s Q3 FY 2026 earnings report. Strategic Moves & Industry Impact: How Oracle’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO founder and CTO Larry Ellison. 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 #ORCL # #OracleEarnings #EarningsOracle #TheDrillDown #Earnings #WhyOracleStockDropped #WhyOracleStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Oracle Q3 FY 2026 Earnings Analysis

💡 Beyond the numbers: Unpack Oracle ($ORCL) Q3 FY 2026 performance with CEO founder and CTO Larry Ellison. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

🔍 In This Episode, You'll Discover:

  • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Oracle’s Q3 FY 2026 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO founder and CTO Larry Ellison.

  • 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 #ORCL # #OracleEarnings #EarningsOracle #TheDrillDown #Earnings #WhyOracleStockDropped #WhyOracleStockRose


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]]> 605 no Drill Down Ep. #252: Cisco Systems (CSCO:NASDAQ) Jeetu Patel Cisco is trying to turn itself from a federation of acquisitions into a single integrated platform built for the AI era. Jeetu Patel explains how that shift is changing the way Cisco builds products, why engineers now write specifications while AI writes code, and how the company expects AI infrastructure to reshape networking, security, and observability. #TheDrillDown #Cisco #JeetuPatel #CSCO #AIInfrastructure #DataCenterNetworking #SiliconOne #Cybersecurity #SASE #EnterpriseIT #Hyperscalers #TechEarnings Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 06 Mar 2026 19:16:00 -0000 full Cory Johnson Cisco is trying to turn itself from a federation of acquisitions into a single integrated platform built for the AI era. Jeetu Patel explains how that shift is changing the way Cisco builds products, why engineers now write specifications while AI writes code, and how the company expects AI infrastructure to reshape networking, security, and observability. #TheDrillDown #Cisco #JeetuPatel #CSCO #AIInfrastructure #DataCenterNetworking #SiliconOne #Cybersecurity #SASE #EnterpriseIT #Hyperscalers #TechEarnings Learn more about your ad choices. Visit megaphone.fm/adchoices Cisco is trying to turn itself from a federation of acquisitions into a single integrated platform built for the AI era. Jeetu Patel explains how that shift is changing the way Cisco builds products, why engineers now write specifications while AI writes code, and how the company expects AI infrastructure to reshape networking, security, and observability.

#TheDrillDown #Cisco #JeetuPatel #CSCO #AIInfrastructure #DataCenterNetworking #SiliconOne #Cybersecurity #SASE #EnterpriseIT #Hyperscalers #TechEarnings

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

]]> 1335 no Drill Down Ep. #251: Zscaler (ZS:NYSE) CEO Jay Chaudhry Zscaler says AI agents will behave like identities, only faster and harder to contain. Jay Chaudhry explains why that pushes security from seats to traffic, from users to agent-to-agent workflows and why pricing is shifting toward tokens. Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 28 Feb 2026 00:40:00 -0000 full Cory Johnson Zscaler says AI agents will behave like identities, only faster and harder to contain. Jay Chaudhry explains why that pushes security from seats to traffic, from users to agent-to-agent workflows and why pricing is shifting toward tokens. Learn more about your ad choices. Visit megaphone.fm/adchoices Zscaler says AI agents will behave like identities, only faster and harder to contain. Jay Chaudhry explains why that pushes security from seats to traffic, from users to agent-to-agent workflows and why pricing is shifting toward tokens.

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

]]> 1104 no Drill Down Earnings, Ep. 434: Zscaler FY 2026 Q2 earnings – ($ZS) – A Deep Dive with Cory Johnson The Drill Down: Zscaler FY 2026 Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Zscaler ($ZS) FY 2026 Q2 performance with CEO Jay Chaudhry. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Zscaler’s FY 2026 Q2 earnings report. Strategic Moves & Industry Impact: How Zscaler’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Jay Chaudhry. 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 #ZS # #ZscalerEarnings #EarningsZscaler #TheDrillDown #Earnings #WhyZscalerStockDropped #WhyZscalerStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 27 Feb 2026 01:12:00 -0000 full Cory Johnson The Drill Down: Zscaler FY 2026 Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Zscaler ($ZS) FY 2026 Q2 performance with CEO Jay Chaudhry. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Zscaler’s FY 2026 Q2 earnings report. Strategic Moves & Industry Impact: How Zscaler’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Jay Chaudhry. 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 #ZS # #ZscalerEarnings #EarningsZscaler #TheDrillDown #Earnings #WhyZscalerStockDropped #WhyZscalerStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Zscaler FY 2026 Q2 Earnings Analysis

💡 Beyond the numbers: Unpack Zscaler ($ZS) FY 2026 Q2 performance with CEO Jay Chaudhry. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

🔍 In This Episode, You'll Discover:

  • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Zscaler’s FY 2026 Q2 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Jay Chaudhry.

  • 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 #ZS # #ZscalerEarnings #EarningsZscaler #TheDrillDown #Earnings #WhyZscalerStockDropped #WhyZscalerStockRose

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]]> 418 no Drill Down Earnings, Ep. 433: Elastic FY 2026 Q3 earnings – ($ESTC) – A Deep Dive with Cory Johnson The Drill Down: Elastic FY 2026 Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Elastic ($ESTC) FY 2026 Q3 performance with CEO Ash Kulkarni. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Elastic’s FY 2026 Q3 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 # #ElasticEarnings #EarningsElastic #TheDrillDown #Earnings #WhyElasticStockDropped #WhyElasticStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 27 Feb 2026 01:07:00 -0000 full Cory Johnson The Drill Down: Elastic FY 2026 Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Elastic ($ESTC) FY 2026 Q3 performance with CEO Ash Kulkarni. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Elastic’s FY 2026 Q3 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 # #ElasticEarnings #EarningsElastic #TheDrillDown #Earnings #WhyElasticStockDropped #WhyElasticStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Elastic FY 2026 Q3 Earnings Analysis

💡 Beyond the numbers: Unpack Elastic ($ESTC) FY 2026 Q3 performance with CEO Ash Kulkarni. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

🔍 In This Episode, You'll Discover:

  • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Elastic’s FY 2026 Q3 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:

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

Connect with The Drill Down:

#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #ESTC # #ElasticEarnings #EarningsElastic #TheDrillDown #Earnings #WhyElasticStockDropped #WhyElasticStockRose


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]]> 525 no Drill Down Earnings, Ep. 432: Synopsys Q1 2026 earnings – ($SNPS) – A Deep Dive with Cory Johnson The Drill Down: Synopsys Q1 2026 Earnings Analysis 💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q1 2026 performance with CEO Sassine Ghazi. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Synopsys’s Q1 2026 earnings report. Strategic Moves & Industry Impact: How Synopsys’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Sassine Ghazi. 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 #SNPS # #SynopsysEarnings #EarningsSynopsys #TheDrillDown #Earnings #WhySynopsysStockDropped #WhySynopsysStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 26 Feb 2026 02:26:00 -0000 full Cory Johnson The Drill Down: Synopsys Q1 2026 Earnings Analysis 💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q1 2026 performance with CEO Sassine Ghazi. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Synopsys’s Q1 2026 earnings report. Strategic Moves & Industry Impact: How Synopsys’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Sassine Ghazi. 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 #SNPS # #SynopsysEarnings #EarningsSynopsys #TheDrillDown #Earnings #WhySynopsysStockDropped #WhySynopsysStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Synopsys Q1 2026 Earnings Analysis

💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q1 2026 performance with CEO Sassine Ghazi. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

🔍 In This Episode, You'll Discover:

  • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Synopsys’s Q1 2026 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Sassine Ghazi.

  • 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 #SNPS # #SynopsysEarnings #EarningsSynopsys #TheDrillDown #Earnings #WhySynopsysStockDropped #WhySynopsysStockRose


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]]> 380 no Drill Down Earnings, Ep. 431: NVDIA Q4 earnings – ($NVDA) – A Deep Dive with Cory Johnson The Drill Down: NVDIA Q4 Earnings Analysis 💡 Beyond the numbers: Unpack NVDIA ($NVDA) Q4 performance with CEO Jensen Huang. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from NVDIA’s Q4 earnings report. Strategic Moves & Industry Impact: How NVDIA’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 # #NVDIAEarnings #EarningsNVDIA #TheDrillDown #Earnings #WhyNVDIAStockDropped #WhyNVDIAStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 26 Feb 2026 02:19:00 -0000 full Cory Johnson The Drill Down: NVDIA Q4 Earnings Analysis 💡 Beyond the numbers: Unpack NVDIA ($NVDA) Q4 performance with CEO Jensen Huang. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from NVDIA’s Q4 earnings report. Strategic Moves & Industry Impact: How NVDIA’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 # #NVDIAEarnings #EarningsNVDIA #TheDrillDown #Earnings #WhyNVDIAStockDropped #WhyNVDIAStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: NVDIA Q4 Earnings Analysis

💡 Beyond the numbers: Unpack NVDIA ($NVDA) Q4 performance with CEO Jensen Huang. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

🔍 In This Episode, You'll Discover:

  • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from NVDIA’s Q4 earnings report.

  • Strategic Moves & Industry Impact: How NVDIA’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:

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

Connect with The Drill Down:

#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #NVDA # #NVDIAEarnings #EarningsNVDIA #TheDrillDown #Earnings #WhyNVDIAStockDropped #WhyNVDIAStockRose


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]]> 575 no Drill Down Earnings, Ep. 430: Workday Q4 earnings – ($WDAY) – A Deep Dive with Cory Johnson The Drill Down: Workday Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Workday ($WDAY) Q4 performance with CEO Aneel Bhusri. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Workday’s Q4 earnings report. Strategic Moves & Industry Impact: How Workday’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Aneel Bhusri. 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 #WDAY # #WorkdayEarnings #EarningsWorkday #TheDrillDown #Earnings #WhyWorkdayStockDropped #WhyWorkdayStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 25 Feb 2026 03:19:00 -0000 full Cory Johnson The Drill Down: Workday Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Workday ($WDAY) Q4 performance with CEO Aneel Bhusri. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Workday’s Q4 earnings report. Strategic Moves & Industry Impact: How Workday’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Aneel Bhusri. 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 #WDAY # #WorkdayEarnings #EarningsWorkday #TheDrillDown #Earnings #WhyWorkdayStockDropped #WhyWorkdayStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Workday Q4 Earnings Analysis

💡 Beyond the numbers: Unpack Workday ($WDAY) Q4 performance with CEO Aneel Bhusri. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

🔍 In This Episode, You'll Discover:

  • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Workday’s Q4 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Aneel Bhusri.

  • 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 #WDAY # #WorkdayEarnings #EarningsWorkday #TheDrillDown #Earnings #WhyWorkdayStockDropped #WhyWorkdayStockRose


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]]> 498 no Drill Down Earnings, Ep. 429: Navitas Semiconductor Q4 earnings – ($NVTS) – A Deep Dive with Cory Johnson The Drill Down: Navitas Semiconductor Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Navitas Semiconductor ($NVTS) Q4 performance with CEO Chris Allexandre. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Navitas Semiconductor’s Q4 earnings report. Strategic Moves & Industry Impact: How Navitas Semiconductor’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Chris Allexandre. 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 #NVTS # #Navitas SemiconductorEarnings #EarningsNavitas Semiconductor #TheDrillDown #Earnings #WhyNavitas SemiconductorStockDropped #WhyNavitas SemiconductorStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 25 Feb 2026 03:16:00 -0000 full Cory Johnson The Drill Down: Navitas Semiconductor Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Navitas Semiconductor ($NVTS) Q4 performance with CEO Chris Allexandre. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Navitas Semiconductor’s Q4 earnings report. Strategic Moves & Industry Impact: How Navitas Semiconductor’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Chris Allexandre. 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 #NVTS # #Navitas SemiconductorEarnings #EarningsNavitas Semiconductor #TheDrillDown #Earnings #WhyNavitas SemiconductorStockDropped #WhyNavitas SemiconductorStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Navitas Semiconductor Q4 Earnings Analysis

💡 Beyond the numbers: Unpack Navitas Semiconductor ($NVTS) Q4 performance with CEO Chris Allexandre. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

🔍 In This Episode, You'll Discover:

  • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Navitas Semiconductor’s Q4 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Chris Allexandre.

  • 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 #NVTS # #Navitas SemiconductorEarnings #EarningsNavitas Semiconductor #TheDrillDown #Earnings #WhyNavitas SemiconductorStockDropped #WhyNavitas SemiconductorStockRose

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]]> 72 no Drill Down Earnings, Ep. 428: Comfort Systems USA Q4 earnings – ($FIX) – A Deep Dive with Cory Johnson The Drill Down: Comfort Systems USA Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Comfort Systems USA ($FIX) Q4 performance with CEO Brian Lane. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Comfort Systems USA’s Q4 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: 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 #FIX # #Comfort Systems USAEarnings #EarningsComfort Systems USA #TheDrillDown #Earnings #WhyComfort Systems USAStockDropped #WhyComfort Systems USAStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 20 Feb 2026 18:08:00 -0000 full Cory Johnson The Drill Down: Comfort Systems USA Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Comfort Systems USA ($FIX) Q4 performance with CEO Brian Lane. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Comfort Systems USA’s Q4 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: 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 #FIX # #Comfort Systems USAEarnings #EarningsComfort Systems USA #TheDrillDown #Earnings #WhyComfort Systems USAStockDropped #WhyComfort Systems USAStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Comfort Systems USA Q4 Earnings Analysis

💡 Beyond the numbers: Unpack Comfort Systems USA ($FIX) Q4 performance with CEO Brian Lane. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

🔍 In This Episode, You'll Discover:

  • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Comfort Systems USA’s Q4 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 #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #FIX # #Comfort Systems USAEarnings #EarningsComfort Systems USA #TheDrillDown #Earnings #WhyComfort Systems USAStockDropped #WhyComfort Systems USAStockRose

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]]> 490 no Drill Down Earnings, Ep. 427: Coherent Q4 earnings – ($COHR) – A Deep Dive with Cory Johnson The Drill Down: Coherent Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Coherent ($COHR) Q4 performance with CEO Jim Anderson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Coherent’s Q4 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 # #CoherentEarnings #EarningsCoherent #TheDrillDown #Earnings #WhyCoherentStockDropped #WhyCoherentStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 05 Feb 2026 12:46:00 -0000 full Cory Johnson The Drill Down: Coherent Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Coherent ($COHR) Q4 performance with CEO Jim Anderson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Coherent’s Q4 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 # #CoherentEarnings #EarningsCoherent #TheDrillDown #Earnings #WhyCoherentStockDropped #WhyCoherentStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Coherent Q4 Earnings Analysis

💡 Beyond the numbers: Unpack Coherent ($COHR) Q4 performance with CEO Jim Anderson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

🔍 In This Episode, You'll Discover:

  • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Coherent’s Q4 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:

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

Connect with The Drill Down:

#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #COHR # #CoherentEarnings #EarningsCoherent #TheDrillDown #Earnings #WhyCoherentStockDropped #WhyCoherentStockRose

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

]]> 642 no Drill Down Earnings, Ep. 426: Lumen Technologies Q4 earnings – ($LUMN) – A Deep Dive with Cory Johnson The Drill Down: Lumen Technologies Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Lumen Technologies ($LUMN) Q4 performance with CEO Kate Johnson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Lumen Technologies’s Q4 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 TechnologiesEarnings #EarningsLumen Technologies #TheDrillDown #Earnings #WhyLumen TechnologiesStockDropped #WhyLumen TechnologiesStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 04 Feb 2026 12:33:00 -0000 full Cory Johnson The Drill Down: Lumen Technologies Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Lumen Technologies ($LUMN) Q4 performance with CEO Kate Johnson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Lumen Technologies’s Q4 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 TechnologiesEarnings #EarningsLumen Technologies #TheDrillDown #Earnings #WhyLumen TechnologiesStockDropped #WhyLumen TechnologiesStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Lumen Technologies Q4 Earnings Analysis

💡 Beyond the numbers: Unpack Lumen Technologies ($LUMN) Q4 performance with CEO Kate Johnson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

🔍 In This Episode, You'll Discover:

  • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Lumen Technologies’s Q4 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:

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

Connect with The Drill Down:

#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #LUMN # #Lumen TechnologiesEarnings #EarningsLumen Technologies #TheDrillDown #Earnings #WhyLumen TechnologiesStockDropped #WhyLumen TechnologiesStockRose

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]]> 479 no Drill Down Earnings, Ep. 425: Fabrinet Q4 earnings – ($FN) – A Deep Dive with Cory Johnson The Drill Down: Fabrinet Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Fabrinet ($FN) Q4 performance with CEO Seamus Grady. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Fabrinet’s Q4 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 # #FabrinetEarnings #EarningsFabrinet #TheDrillDown #Earnings #WhyFabrinetStockDropped #WhyFabrinetStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 03 Feb 2026 05:11:00 -0000 full Cory Johnson The Drill Down: Fabrinet Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Fabrinet ($FN) Q4 performance with CEO Seamus Grady. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Fabrinet’s Q4 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 # #FabrinetEarnings #EarningsFabrinet #TheDrillDown #Earnings #WhyFabrinetStockDropped #WhyFabrinetStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Fabrinet Q4 Earnings Analysis

💡 Beyond the numbers: Unpack Fabrinet ($FN) Q4 performance with CEO Seamus Grady. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

🔍 In This Episode, You'll Discover:

  • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Fabrinet’s Q4 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:

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

Connect with The Drill Down:

#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #FN # #FabrinetEarnings #EarningsFabrinet #TheDrillDown #Earnings #WhyFabrinetStockDropped #WhyFabrinetStockRose

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

]]> 506 no Drill Down Earnings, Ep. 424: Palantir Technologies Q4 earnings – ($PLTR) – A Deep Dive with Cory Johnson The Drill Down: Palantir Technologies Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Palantir Technologies ($PLTR) Q4 performance with CEO Alex Karp. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Palantir Technologies’s Q4 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 TechnologiesEarnings #EarningsPalantir Technologies #TheDrillDown #Earnings #WhyPalantir TechnologiesStockDropped #WhyPalantir TechnologiesStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 03 Feb 2026 05:00:00 -0000 full Cory Johnson The Drill Down: Palantir Technologies Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Palantir Technologies ($PLTR) Q4 performance with CEO Alex Karp. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Palantir Technologies’s Q4 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 TechnologiesEarnings #EarningsPalantir Technologies #TheDrillDown #Earnings #WhyPalantir TechnologiesStockDropped #WhyPalantir TechnologiesStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Palantir Technologies Q4 Earnings Analysis

💡 Beyond the numbers: Unpack Palantir Technologies ($PLTR) Q4 performance with CEO Alex Karp. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

🔍 In This Episode, You'll Discover:

  • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Palantir Technologies’s Q4 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:

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

Connect with The Drill Down:

#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #PLTR # #Palantir TechnologiesEarnings #EarningsPalantir Technologies #TheDrillDown #Earnings #WhyPalantir TechnologiesStockDropped #WhyPalantir TechnologiesStockRose

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

]]> 393 no Drill Down Earnings, Ep. 423: IBM Q4 earnings – ($IBM) – A Deep Dive with Cory Johnson The Drill Down: IBM Q4 Earnings Analysis 💡 Beyond the numbers: Unpack IBM ($IBM) Q4 performance with CFO Jim Kavenaugh. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from IBM’s Q4 earnings report. Strategic Moves & Industry Impact: How IBM’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CFO Jim Kavenaugh. 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 #IBM # #IBMEarnings #EarningsIBM #TheDrillDown #Earnings #WhyIBMStockDropped #WhyIBMStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 29 Jan 2026 02:45:00 -0000 full Cory Johnson The Drill Down: IBM Q4 Earnings Analysis 💡 Beyond the numbers: Unpack IBM ($IBM) Q4 performance with CFO Jim Kavenaugh. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from IBM’s Q4 earnings report. Strategic Moves & Industry Impact: How IBM’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CFO Jim Kavenaugh. 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 #IBM # #IBMEarnings #EarningsIBM #TheDrillDown #Earnings #WhyIBMStockDropped #WhyIBMStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: IBM Q4 Earnings Analysis

💡 Beyond the numbers: Unpack IBM ($IBM) Q4 performance with CFO Jim Kavenaugh. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

🔍 In This Episode, You'll Discover:

  • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from IBM’s Q4 earnings report.

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

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

  • 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 #IBM # #IBMEarnings #EarningsIBM #TheDrillDown #Earnings #WhyIBMStockDropped #WhyIBMStockRose

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

]]> 454 no Drill Down Earnings, Ep. 422: Tesla Q4 earnings – ($TSLA) – A Deep Dive with Cory Johnson The Drill Down: Tesla Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Tesla ($TSLA) Q4 performance with CEO Elon Musk. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Tesla’s Q4 earnings report. Strategic Moves & Industry Impact: How Tesla’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Elon Musk. 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 #ElonMusk #GrowthStocks @Elon #MarketAnalysis #TSLA #TeslaEarnings #EarningsTesla #TheDrillDown #Earnings #WhyTeslaStockDropped #WhyTeslaStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 29 Jan 2026 02:26:00 -0000 full Cory Johnson The Drill Down: Tesla Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Tesla ($TSLA) Q4 performance with CEO Elon Musk. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Tesla’s Q4 earnings report. Strategic Moves & Industry Impact: How Tesla’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Elon Musk. 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 #ElonMusk #GrowthStocks @Elon #MarketAnalysis #TSLA #TeslaEarnings #EarningsTesla #TheDrillDown #Earnings #WhyTeslaStockDropped #WhyTeslaStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Tesla Q4 Earnings Analysis

💡 Beyond the numbers: Unpack Tesla ($TSLA) Q4 performance with CEO Elon Musk. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

🔍 In This Episode, You'll Discover:

  • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Tesla’s Q4 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Elon Musk.

  • 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 #ElonMusk #GrowthStocks @Elon #MarketAnalysis #TSLA #TeslaEarnings #EarningsTesla #TheDrillDown #Earnings #WhyTeslaStockDropped #WhyTeslaStockRose

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

]]> 477 no Drill Down Earnings, Ep. 421: Corning Q4 earnings – ($GLW) – A Deep Dive with Cory Johnson The Drill Down: Corning Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Corning ($GLW) Q4 performance with CEO Wendell Weeks. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Corning’s Q4 earnings report. Strategic Moves & Industry Impact: How Corning’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Wendell Weeks. 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 #GLW # #CorningEarnings #EarningsCorning #TheDrillDown #Earnings #WhyCorningStockDropped #WhyCorningStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 28 Jan 2026 23:45:00 -0000 full Cory Johnson The Drill Down: Corning Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Corning ($GLW) Q4 performance with CEO Wendell Weeks. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Corning’s Q4 earnings report. Strategic Moves & Industry Impact: How Corning’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Wendell Weeks. 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 #GLW # #CorningEarnings #EarningsCorning #TheDrillDown #Earnings #WhyCorningStockDropped #WhyCorningStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Corning Q4 Earnings Analysis

💡 Beyond the numbers: Unpack Corning ($GLW) Q4 performance with CEO Wendell Weeks. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

🔍 In This Episode, You'll Discover:

  • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Corning’s Q4 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Wendell Weeks.

  • 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 #GLW # #CorningEarnings #EarningsCorning #TheDrillDown #Earnings #WhyCorningStockDropped #WhyCorningStockRose

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]]> 497 no Drill Down Earnings, Ep. 420: F5 Q4 earnings – ($FFIV) – A Deep Dive with Cory Johnson The Drill Down: F5 Q4 Earnings Analysis 💡 Beyond the numbers: Unpack F5 ($FFIV) Q4 performance with CEO François Locoh-Donou. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from F5’s Q4 earnings report. Strategic Moves & Industry Impact: How F5’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO François Locoh-Donou. 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 #FFIV # #F5Earnings #EarningsF5 #TheDrillDown #Earnings #WhyF5StockDropped #WhyF5StockRose Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 28 Jan 2026 00:16:00 -0000 full Cory Johnson The Drill Down: F5 Q4 Earnings Analysis 💡 Beyond the numbers: Unpack F5 ($FFIV) Q4 performance with CEO François Locoh-Donou. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from F5’s Q4 earnings report. Strategic Moves & Industry Impact: How F5’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO François Locoh-Donou. 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 #FFIV # #F5Earnings #EarningsF5 #TheDrillDown #Earnings #WhyF5StockDropped #WhyF5StockRose Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: F5 Q4 Earnings Analysis

💡 Beyond the numbers: Unpack F5 ($FFIV) Q4 performance with CEO François Locoh-Donou. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

🔍 In This Episode, You'll Discover:

  • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from F5’s Q4 earnings report.

  • Strategic Moves & Industry Impact: How F5’s recent decisions are shaping the technology landscape and its competitive position.

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO François Locoh-Donou.

  • 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 #FFIV # #F5Earnings #EarningsF5 #TheDrillDown #Earnings #WhyF5StockDropped #WhyF5StockRose

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

]]> 410 no Drill Down Earnings, Ep. 419: Texas Instruments Q4 earnings – ($TXN) – A Deep Dive with Cory Johnson The Drill Down: Texas Instruments Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Texas Instruments ($TXN) Q4 performance with CEO Haviv Ilan. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Texas Instruments’s Q4 earnings report. Strategic Moves & Industry Impact: How Texas Instruments’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Haviv Ilan. 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 #TXN # #Texas InstrumentsEarnings #EarningsTexas Instruments #TheDrillDown #Earnings #WhyTexas InstrumentsStockDropped #WhyTexas InstrumentsStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 28 Jan 2026 00:10:00 -0000 full Cory Johnson The Drill Down: Texas Instruments Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Texas Instruments ($TXN) Q4 performance with CEO Haviv Ilan. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Texas Instruments’s Q4 earnings report. Strategic Moves & Industry Impact: How Texas Instruments’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Haviv Ilan. 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 #TXN # #Texas InstrumentsEarnings #EarningsTexas Instruments #TheDrillDown #Earnings #WhyTexas InstrumentsStockDropped #WhyTexas InstrumentsStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Texas Instruments Q4 Earnings Analysis

💡 Beyond the numbers: Unpack Texas Instruments ($TXN) Q4 performance with CEO Haviv Ilan. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

🔍 In This Episode, You'll Discover:

  • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Texas Instruments’s Q4 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Haviv Ilan.

  • 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 #TXN # #Texas InstrumentsEarnings #EarningsTexas Instruments #TheDrillDown #Earnings #WhyTexas InstrumentsStockDropped #WhyTexas InstrumentsStockRose

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

]]> 493 no Drill Down Earnings, Ep. 418: Intel Q4 earnings – ($INTC) – A Deep Dive with Cory Johnson The Drill Down: Intel Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Intel ($INTC) Q4 performance with CEO Lip-Bu Tan. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Intel’s Q4 earnings report. Strategic Moves & Industry Impact: How Intel’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Lip-Bu Tan. 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 #INTC #Intel #IntelEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 23 Jan 2026 00:06:00 -0000 full Cory Johnson The Drill Down: Intel Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Intel ($INTC) Q4 performance with CEO Lip-Bu Tan. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Intel’s Q4 earnings report. Strategic Moves & Industry Impact: How Intel’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Lip-Bu Tan. 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 #INTC #Intel #IntelEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Intel Q4 Earnings Analysis

💡 Beyond the numbers: Unpack Intel ($INTC) Q4 performance with CEO Lip-Bu Tan. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

🔍 In This Episode, You'll Discover:

  • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Intel’s Q4 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Lip-Bu Tan.

  • 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 #INTC #Intel #IntelEarnings #TheDrillDown

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

]]> 464 no Drill Down Earnings, Ep. 417: Taiwan Semiconductor Q4 earnings – ($TSM) – A Deep Dive with Cory Johnson The Drill Down:  Taiwan Semiconductor  Q4 Earnings Analysis 💡 Beyond the numbers: Unpack  Taiwan Semiconductor  ($TSM) Q4 performance with CEO C.C. Wei. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from  Taiwan Semiconductor ’s Q4 earnings report. Strategic Moves & Industry Impact: How  Taiwan Semiconductor ’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO C.C. Wei. 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 #TSM # Taiwan Semiconductor  # Taiwan Semiconductor Earnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 16 Jan 2026 20:09:00 -0000 full Cory Johnson The Drill Down:  Taiwan Semiconductor  Q4 Earnings Analysis 💡 Beyond the numbers: Unpack  Taiwan Semiconductor  ($TSM) Q4 performance with CEO C.C. Wei. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from  Taiwan Semiconductor ’s Q4 earnings report. Strategic Moves & Industry Impact: How  Taiwan Semiconductor ’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO C.C. Wei. 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 #TSM # Taiwan Semiconductor  # Taiwan Semiconductor Earnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down:  Taiwan Semiconductor  Q4 Earnings Analysis

💡 Beyond the numbers: Unpack  Taiwan Semiconductor  ($TSM) Q4 performance with CEO C.C. Wei. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

🔍 In This Episode, You'll Discover:

  • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from  Taiwan Semiconductor ’s Q4 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO C.C. Wei.

  • 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 #TSM # Taiwan Semiconductor  # Taiwan Semiconductor Earnings #TheDrillDown

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]]> 668 no The Drill Down Ep. #240: Refining Data: Veritone’s aiWARE Story Veritone says it can convert massive media archives into AI-ready training datasets and claims a near-term bookings pipeline of ~$40 million. CEO Ryan Steelberg explains how the aiWARE platform and Data Refinery service change the growth equation — and why investors should watch the economics, scale and customer mix of this little-known AI play. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 17 Dec 2025 23:59:00 -0000 full Cory Johnson Veritone says it can convert massive media archives into AI-ready training datasets and claims a near-term bookings pipeline of ~$40 million. CEO Ryan Steelberg explains how the aiWARE platform and Data Refinery service change the growth equation — and why investors should watch the economics, scale and customer mix of this little-known AI play. Learn more about your ad choices. Visit megaphone.fm/adchoices Veritone says it can convert massive media archives into AI-ready training datasets and claims a near-term bookings pipeline of ~$40 million. CEO Ryan Steelberg explains how the aiWARE platform and Data Refinery service change the growth equation — and why investors should watch the economics, scale and customer mix of this little-known AI play.

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

]]> 1749 no Drill Down Earnings, Ep. 416: Micron Technology Q1 earnings – ($MU) – A Deep Dive with Cory Johnson The Drill Down: Micron Technology Q1 Earnings Analysis 💡 Beyond the numbers: Unpack Micron Technology ($MU) Q1 performance with CEO Sanjay Mehrotra. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Micron Technology’s Q1 earnings report. Strategic Moves & Industry Impact: How Micron Technology’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Sanjay Mehrotra. 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 #MU #Micron Technology #Micron TechnologyEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 17 Dec 2025 23:17:00 -0000 full Cory Johnson The Drill Down: Micron Technology Q1 Earnings Analysis 💡 Beyond the numbers: Unpack Micron Technology ($MU) Q1 performance with CEO Sanjay Mehrotra. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Micron Technology’s Q1 earnings report. Strategic Moves & Industry Impact: How Micron Technology’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Sanjay Mehrotra. 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 #MU #Micron Technology #Micron TechnologyEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Micron Technology Q1 Earnings Analysis

💡 Beyond the numbers: Unpack Micron Technology ($MU) Q1 performance with CEO Sanjay Mehrotra. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

🔍 In This Episode, You'll Discover:

  • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Micron Technology’s Q1 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Sanjay Mehrotra.

  • 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 #MU #Micron Technology #Micron TechnologyEarnings #TheDrillDown

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]]> 635 no Drill Down Earnings, Ep. 415: Ciena Q4 earnings – ($CIEN) – A Deep Dive with Cory Johnson The Drill Down: Ciena Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Ciena ($CIEN) Q4 performance with CEO Gary Smith. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Ciena’s Q4 earnings report. Strategic Moves & Industry Impact: How Ciena’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Gary Smith. 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 #CIEN #Ciena #CienaEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 12 Dec 2025 06:42:00 -0000 full Cory Johnson The Drill Down: Ciena Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Ciena ($CIEN) Q4 performance with CEO Gary Smith. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Ciena’s Q4 earnings report. Strategic Moves & Industry Impact: How Ciena’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Gary Smith. 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 #CIEN #Ciena #CienaEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Ciena Q4 Earnings Analysis

💡 Beyond the numbers: Unpack Ciena ($CIEN) Q4 performance with CEO Gary Smith. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

🔍 In This Episode, You'll Discover:

  • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Ciena’s Q4 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Gary Smith.

  • 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 #CIEN #Ciena #CienaEarnings #TheDrillDown

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

]]> 604 no Drill Down Earnings, Ep. 414: Synopsys Q4 earnings – ($SNPS) – A Deep Dive with Cory Johnson The Drill Down: Synopsys Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q4 performance with CEO Sassine Ghazi. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains 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 Synopsys’s Q4 earnings report. Strategic Moves & Industry Impact: How Synopsys’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Sassine Ghazi. 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 #SNPS #Synopsys #SynopsysEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 11 Dec 2025 01:58:00 -0000 full Cory Johnson The Drill Down: Synopsys Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q4 performance with CEO Sassine Ghazi. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains 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 Synopsys’s Q4 earnings report. Strategic Moves & Industry Impact: How Synopsys’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Sassine Ghazi. 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 #SNPS #Synopsys #SynopsysEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Synopsys Q4 Earnings Analysis

💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q4 performance with CEO Sassine Ghazi. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains 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 Synopsys’s Q4 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Sassine Ghazi.

  • 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 #SNPS #Synopsys #SynopsysEarnings #TheDrillDown

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

]]> 594 no Drill Down Earnings, Ep. 413: Oracle Q2 earnings – ($ORCL) – A Deep Dive with Cory Johnson The Drill Down: Oracle Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Oracle ($ORCL) Q2 performance with CEO founder & CTO Larry Ellison. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Oracle’s Q2 earnings report. Strategic Moves & Industry Impact: How Oracle’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO founder & CTO Larry Ellison. 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 #ORCL #Oracle #OracleEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 11 Dec 2025 01:09:00 -0000 full Cory Johnson The Drill Down: Oracle Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Oracle ($ORCL) Q2 performance with CEO founder & CTO Larry Ellison. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Oracle’s Q2 earnings report. Strategic Moves & Industry Impact: How Oracle’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO founder & CTO Larry Ellison. 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 #ORCL #Oracle #OracleEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Oracle Q2 Earnings Analysis

💡 Beyond the numbers: Unpack Oracle ($ORCL) Q2 performance with CEO founder & CTO Larry Ellison. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.

🔍 In This Episode, You'll Discover:

  • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Oracle’s Q2 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO founder & CTO Larry Ellison.

  • 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 #ORCL #Oracle #OracleEarnings #TheDrillDown

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]]> 520 no Drill Down Ep. #249: NiCE (NICE:NYSE) CEO Scott 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 Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 02 Dec 2025 03:08:00 -0000 full Cory Johnson 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 Learn more about your ad choices. Visit megaphone.fm/adchoices 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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]]> 1468 no Drill Down Earnings, Ep. 412: Elastic Q2 earnings – ($ESTC) – A Deep Dive with Cory Johnson The Drill Down: Elastic Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Elastic ($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 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 21 Nov 2025 01:10:00 -0000 full Cory Johnson 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 Learn more about your ad choices. Visit megaphone.fm/adchoices 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:

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

Connect with The Drill Down:

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

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

]]> 426 no Drill Down Earnings, Ep. 411: Palo Alto Networks Q1 earnings – ($PANW) – A Deep Dive with Cory Johnson The Drill Down: Palo Alto Networks Q1 Earnings Analysis 💡 Beyond the numbers: Unpack Palo Alto Networks ($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 Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 20 Nov 2025 02:05:00 -0000 full Cory Johnson 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 Learn more about your ad choices. Visit megaphone.fm/adchoices 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:

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

Connect with The Drill Down:

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

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

]]> 422 no Drill Down Earnings, Ep. 409: Cisco Systems Q1 2026 earnings – ($CSCO) – A Deep Dive with Cory Johnson The Drill Down: Cisco Systems Q1 2026 Earnings Analysis 💡 Beyond the numbers: Unpack Cisco Systems ($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 Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 20 Nov 2025 02:04:00 -0000 full Cory Johnson 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 Learn more about your ad choices. Visit megaphone.fm/adchoices 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:

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

Connect with The Drill Down:

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

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

]]> 529 no Drill Down Earnings, Ep. 410: NVIDIA Q3 earnings – ($NVDA) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: NVIDIA Q3 Earnings Analysis 💡 Beyond the numbers: Unpack NVIDIA ($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 Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 20 Nov 2025 02:04:00 -0000 full Cory Johnson 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 Learn more about your ad choices. Visit megaphone.fm/adchoices 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:

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

Connect with The Drill Down:

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

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

]]> 503 no Drill Down Earnings, Ep. 408: Coherent Q3 earnings – ($COHR) – A Deep Dive with Cory Johnson The Drill Down: Coherent Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Coherent ($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 Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 06 Nov 2025 03:05:00 -0000 full Cory Johnson 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 Learn more about your ad choices. Visit megaphone.fm/adchoices 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:

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

Connect with The Drill Down:

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

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

]]> 576 no Drill Down Earnings, Ep. 407: Lumentum 2026 Q1 earnings – ($LITE) – A Deep Dive with Cory Johnson The Drill Down: Lumentum 2026 Q1 Earnings Analysis 💡 Beyond the numbers: Unpack Lumentum ($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 Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 06 Nov 2025 02:49:00 -0000 full Cory Johnson 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 Learn more about your ad choices. Visit megaphone.fm/adchoices 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:

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

Connect with The Drill Down:

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

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

]]> 538 no Drill Down Earnings, Ep. 406: Fabrinet Q1 FY 2026 earnings – ($FN) – A Deep Dive with Cory Johnson The Drill Down: Fabrinet Q1 FY 2026 Earnings Analysis 💡 Beyond the numbers: Unpack Fabrinet ($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 Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 04 Nov 2025 00:01:00 -0000 full Cory Johnson 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 Learn more about your ad choices. Visit megaphone.fm/adchoices 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:

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

Connect with The Drill Down:

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

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

]]> 488 no Drill Down Earnings, Ep. 405: Palantir Technologies Q3 earnings – ($PLTR) – A Deep Dive with Cory Johnson The Drill Down: Palantir Technologies Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Palantir Technologies ($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 Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 04 Nov 2025 00:00:00 -0000 full Cory Johnson 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 Learn more about your ad choices. Visit megaphone.fm/adchoices 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:

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

Connect with The Drill Down:

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

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

]]> 525 no Drill Down Earnings, Ep. 404: Lumen Technologies Q3 earnings – ($LUMN) – A Deep Dive with Cory Johnson The Drill Down: Lumen Technologies Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Lumen Technologies ($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 Fri, 31 Oct 2025 14:48:00 -0000 full Cory Johnson 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 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:

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

Connect with The Drill Down:

#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

]]> 570 no Drill Down Earnings, Ep. 403: Amazon.com Q3 earnings – ($AMZN) – A Deep Dive with Cory Johnson The Drill Down: Amazon.com Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q3 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 Q3 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: 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 #AMZN #Amazon.com #Amazon.comEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 31 Oct 2025 14:45:00 -0000 full Cory Johnson The Drill Down: Amazon.com Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q3 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 Q3 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: 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 #AMZN #Amazon.com #Amazon.comEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Amazon.com Q3 Earnings Analysis

💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q3 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 Q3 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.com #Amazon.comEarnings #TheDrillDown

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

]]> 414 no Drill Down Earnings, Ep. 402: Alphabet Q3 earnings – ($GOOG) – A Deep Dive with Cory Johnson The Drill Down: Alphabet Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Alphabet ($GOOG) Q3 performance with CEO Sundar Pichai. 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 Alphabet’s Q3 earnings report. Strategic Moves & Industry Impact: How Alphabet’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Sundar Pichai. 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 #GOOG #Alphabet #AlphabetEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 29 Oct 2025 23:08:00 -0000 full Cory Johnson The Drill Down: Alphabet Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Alphabet ($GOOG) Q3 performance with CEO Sundar Pichai. 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 Alphabet’s Q3 earnings report. Strategic Moves & Industry Impact: How Alphabet’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Sundar Pichai. 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 #GOOG #Alphabet #AlphabetEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Alphabet Q3 Earnings Analysis

💡 Beyond the numbers: Unpack Alphabet ($GOOG) Q3 performance with CEO Sundar Pichai. 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 Alphabet’s Q3 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Sundar Pichai.

  • 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 #GOOG #Alphabet #AlphabetEarnings #TheDrillDown

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

]]> 500 no Drill Down Earnings, Ep. 401: Microsoft FY 2026 Q1 earnings – ($MSFT) – A Deep Dive with Cory Johnson The Drill Down: Microsoft FY 2026 Q1 Earnings Analysis 💡 Beyond the numbers: Unpack Microsoft ($MSFT) FY 2026 Q1 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 FY 2026 Q1 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: 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 #MSFT #Microsoft #MicrosoftEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 29 Oct 2025 22:56:00 -0000 full Cory Johnson The Drill Down: Microsoft FY 2026 Q1 Earnings Analysis 💡 Beyond the numbers: Unpack Microsoft ($MSFT) FY 2026 Q1 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 FY 2026 Q1 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: 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 #MSFT #Microsoft #MicrosoftEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Microsoft FY 2026 Q1 Earnings Analysis

💡 Beyond the numbers: Unpack Microsoft ($MSFT) FY 2026 Q1 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 FY 2026 Q1 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 #Microsoft #MicrosoftEarnings #TheDrillDown

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

]]> 371 no Drill Down Earnings, Ep. 400: Corning Q3 earnings – ($GLW) – A Deep Dive with Cory Johnson The Drill Down: Corning Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Corning ($GLW) Q3 performance with CEO Wendell Weeks. 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 Corning’s Q3 earnings report. Strategic Moves & Industry Impact: How Corning’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Wendell Weeks. 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 #GLW #Corning #CorningEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 28 Oct 2025 21:28:00 -0000 full Cory Johnson The Drill Down: Corning Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Corning ($GLW) Q3 performance with CEO Wendell Weeks. 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 Corning’s Q3 earnings report. Strategic Moves & Industry Impact: How Corning’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Wendell Weeks. 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 #GLW #Corning #CorningEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Corning Q3 Earnings Analysis

💡 Beyond the numbers: Unpack Corning ($GLW) Q3 performance with CEO Wendell Weeks. 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 Corning’s Q3 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Wendell Weeks.

  • 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 #GLW #Corning #CorningEarnings #TheDrillDown


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]]> 460 no Drill Down Earnings, Ep. 399: Cadence Design Systems Q3 earnings – ($CDNS) – A Deep Dive with Cory Johnson The Drill Down: Cadence Design Systems Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q3 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 Q3 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: 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 #CDNS #Cadence Design Systems #Cadence Design SystemsEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 28 Oct 2025 05:28:00 -0000 full Cory Johnson The Drill Down: Cadence Design Systems Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q3 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 Q3 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: 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 #CDNS #Cadence Design Systems #Cadence Design SystemsEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Cadence Design Systems Q3 Earnings Analysis

💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q3 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 Q3 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 Systems #Cadence Design SystemsEarnings #TheDrillDown


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

]]> 540 no Drill Down Earnings, Ep. 398: F5 Q4 earnings – ($FFIV) – A Deep Dive with Cory Johnson The Drill Down: F5 Q4 Earnings Analysis 💡 Beyond the numbers: Unpack F5 ($FFIV) Q4 performance with CEO François Locoh-Donou. 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 F5’s Q4 earnings report. Strategic Moves & Industry Impact: How F5’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO François Locoh-Donou. 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 #FFIV #F5 #F5Earnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 28 Oct 2025 05:26:00 -0000 full Cory Johnson The Drill Down: F5 Q4 Earnings Analysis 💡 Beyond the numbers: Unpack F5 ($FFIV) Q4 performance with CEO François Locoh-Donou. 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 F5’s Q4 earnings report. Strategic Moves & Industry Impact: How F5’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO François Locoh-Donou. 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 #FFIV #F5 #F5Earnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: F5 Q4 Earnings Analysis

💡 Beyond the numbers: Unpack F5 ($FFIV) Q4 performance with CEO François Locoh-Donou. 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 F5’s Q4 earnings report.

  • Strategic Moves & Industry Impact: How F5’s recent decisions are shaping the technology landscape and its competitive position.

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO François Locoh-Donou.

  • 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 #FFIV #F5 #F5Earnings #TheDrillDown


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

]]> 403 no Drill Down Earnings, Ep. 397: Comfort Systems USA Q3 earnings – ($FIX) – A Deep Dive with Cory Johnson The Drill Down: Comfort Systems USA Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Comfort Systems USA ($FIX) Q3 performance with CEO Brian Lane. 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 Q3 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: 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 #FIX #Comfort Systems USA #Comfort Systems USAEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 25 Oct 2025 02:24:00 -0000 full Cory Johnson The Drill Down: Comfort Systems USA Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Comfort Systems USA ($FIX) Q3 performance with CEO Brian Lane. 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 Q3 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: 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 #FIX #Comfort Systems USA #Comfort Systems USAEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Comfort Systems USA Q3 Earnings Analysis

💡 Beyond the numbers: Unpack Comfort Systems USA ($FIX) Q3 performance with CEO Brian Lane. 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 Q3 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 #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #FIX #Comfort Systems USA #Comfort Systems USAEarnings #TheDrillDown

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

]]> 549 no Drill Down Earnings, Ep. 396: Intel Q3 earnings – ($INTC) – A Deep Dive with Cory Johnson The Drill Down: Intel Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Intel ($INTC) Q3 performance with CEO Lip-Bu 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 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 Intel’s Q3 earnings report. Strategic Moves & Industry Impact: How Intel’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Lip-Bu Tan. 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 #INTC #Intel #IntelEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 24 Oct 2025 03:44:00 -0000 full Cory Johnson The Drill Down: Intel Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Intel ($INTC) Q3 performance with CEO Lip-Bu 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 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 Intel’s Q3 earnings report. Strategic Moves & Industry Impact: How Intel’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Lip-Bu Tan. 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 #INTC #Intel #IntelEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Intel Q3 Earnings Analysis

💡 Beyond the numbers: Unpack Intel ($INTC) Q3 performance with CEO Lip-Bu 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 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 Intel’s Q3 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Lip-Bu Tan.

  • 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 #INTC #Intel #IntelEarnings #TheDrillDown

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]]> 459 no Drill Down Earnings, Ep. 395: Vertiv Q3 earnings – ($VRT) – A Deep Dive with Cory Johnson The Drill Down: Vertiv Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Vertiv ($VRT) Q3 performance with CEO Giordano Albertazzi. 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 Vertiv’s Q3 earnings report. Strategic Moves & Industry Impact: How Vertiv’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Giordano Albertazzi. 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 #VRT #Vertiv #VertivEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 24 Oct 2025 03:37:00 -0000 full Cory Johnson The Drill Down: Vertiv Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Vertiv ($VRT) Q3 performance with CEO Giordano Albertazzi. 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 Vertiv’s Q3 earnings report. Strategic Moves & Industry Impact: How Vertiv’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Giordano Albertazzi. 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 #VRT #Vertiv #VertivEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Vertiv Q3 Earnings Analysis

💡 Beyond the numbers: Unpack Vertiv ($VRT) Q3 performance with CEO Giordano Albertazzi. 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 Vertiv’s Q3 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Giordano Albertazzi.

  • 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 #VRT #Vertiv #VertivEarnings #TheDrillDown

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

]]> 329 no Drill Down Earnings, Ep. 393: Tesla Q3 earnings – ($TSLA) – A Deep Dive with Cory Johnson The Drill Down: Tesla Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Tesla ($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 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 Tesla’s Q3 earnings report. Strategic Moves & Industry Impact: How Tesla’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Elon Musk. 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 #TSLA #Tesla #TeslaEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 23 Oct 2025 01:59:00 -0000 full Cory Johnson 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 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 Tesla’s Q3 earnings report. Strategic Moves & Industry Impact: How Tesla’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Elon Musk. 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 #TSLA #Tesla #TeslaEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices 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 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 Tesla’s Q3 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Elon Musk.

  • 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 #TSLA #Tesla #TeslaEarnings #TheDrillDown


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

]]> 582 no Drill Down Earnings, Ep. 394: IBM Q3 earnings – ($IBM) – A Deep Dive with Cory Johnson The Drill Down: IBM Q3 Earnings Analysis 💡 Beyond the numbers: Unpack IBM ($IBM) Q3 performance with CEO Arvind Krishna. 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 IBM’s Q3 earnings report. Strategic Moves & Industry Impact: How IBM’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Arvind Krishna. 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 #IBM #IBM #IBMEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 23 Oct 2025 01:59:00 -0000 full Cory Johnson The Drill Down: IBM Q3 Earnings Analysis 💡 Beyond the numbers: Unpack IBM ($IBM) Q3 performance with CEO Arvind Krishna. 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 IBM’s Q3 earnings report. Strategic Moves & Industry Impact: How IBM’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Arvind Krishna. 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 #IBM #IBM #IBMEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: IBM Q3 Earnings Analysis

💡 Beyond the numbers: Unpack IBM ($IBM) Q3 performance with CEO Arvind Krishna. 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 IBM’s Q3 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Arvind Krishna.

  • 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 #IBM #IBM #IBMEarnings #TheDrillDown


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

]]> 379 no Drill Down Earnings, Ep. 391: Texas Instruments Q3 earnings – ($TXN) – A Deep Dive with Cory Johnson The Drill Down: Texas Instruments Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Texas Instruments ($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 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 Texas Instruments’s Q3 earnings report. Strategic Moves & Industry Impact: How Texas Instruments’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Haviv Ilan. 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 #TXN #Texas Instruments #Texas InstrumentsEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 21 Oct 2025 22:08:00 -0000 full Cory Johnson 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 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 Texas Instruments’s Q3 earnings report. Strategic Moves & Industry Impact: How Texas Instruments’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Haviv Ilan. 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 #TXN #Texas Instruments #Texas InstrumentsEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices 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 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 Texas Instruments’s Q3 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Haviv Ilan.

  • 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 #TXN #Texas Instruments #Texas InstrumentsEarnings #TheDrillDown


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

]]> 389 no Drill Down Earnings, Ep. 390: Micron Technology Q2 earnings – ($MU) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Micron Technology Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Micron Technology ($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 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 Micron Technology’s Q2 earnings report. Strategic Moves & Industry Impact: How Micron Technology’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Sanjay Mehrotra. 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 #MU #Micron Technology #Micron TechnologyEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 23 Sep 2025 22:56:00 -0000 full Cory Johnson 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 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 Micron Technology’s Q2 earnings report. Strategic Moves & Industry Impact: How Micron Technology’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Sanjay Mehrotra. 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 #MU #Micron Technology #Micron TechnologyEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices 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 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 Micron Technology’s Q2 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Sanjay Mehrotra.

  • 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 #MU #Micron Technology #Micron TechnologyEarnings #TheDrillDown

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

]]> 495 no Drill Down Earnings, Ep. 389: Rubrik Q2 earnings – ($RBRK) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Rubrik Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Rubrik ($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 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 Rubrik’s Q2 earnings report. Strategic Moves & Industry Impact: How Rubrik’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Bipul Sinha. 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 #RBRK #Rubrik #RubrikEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 10 Sep 2025 00:16:00 -0000 full Cory Johnson 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 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 Rubrik’s Q2 earnings report. Strategic Moves & Industry Impact: How Rubrik’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Bipul Sinha. 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 #RBRK #Rubrik #RubrikEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices 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 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 Rubrik’s Q2 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Bipul Sinha.

  • 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 #RBRK #Rubrik #RubrikEarnings #TheDrillDown

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

]]> 449 no Drill Down Earnings, Ep. 388: Oracle Q1 2026 earnings – ($ORCL) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Oracle Q1 2026 Earnings Analysis 💡 Beyond the numbers: Unpack Oracle ($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 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 Oracle’s Q1 2026 earnings report. Strategic Moves & Industry Impact: How Oracle’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO chief technology officer and founder Larry Ellison. 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 #ORCL #Oracle #OracleEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 10 Sep 2025 00:14:00 -0000 full Cory Johnson 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 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 Oracle’s Q1 2026 earnings report. Strategic Moves & Industry Impact: How Oracle’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO chief technology officer and founder Larry Ellison. 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 #ORCL #Oracle #OracleEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices 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 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 Oracle’s Q1 2026 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO chief technology officer and founder Larry Ellison.

  • 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 #ORCL #Oracle #OracleEarnings #TheDrillDown

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

]]> 536 no Drill Down Earnings, Ep. 387: Broadcom Q3 earnings – ($AVGO) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Broadcom Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Broadcom ($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 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 Broadcom’s Q3 earnings report. Strategic Moves & Industry Impact: How Broadcom’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Hock Tan. 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 #AVGO #Broadcom #BroadcomEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 04 Sep 2025 23:26:00 -0000 full Cory Johnson 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 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 Broadcom’s Q3 earnings report. Strategic Moves & Industry Impact: How Broadcom’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Hock Tan. 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 #AVGO #Broadcom #BroadcomEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices 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 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 Broadcom’s Q3 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Hock Tan.

  • 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 #AVGO #Broadcom #BroadcomEarnings #TheDrillDown


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

]]> 352 no Drill Down Earnings, Ep. 386: Salesforce Q2 earnings – ($CRM) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Salesforce Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Salesforce ($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 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 Salesforce’s Q2 earnings report. Strategic Moves & Industry Impact: How Salesforce’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Marc Benioff. 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 #CRM #Salesforce #SalesforceEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 03 Sep 2025 23:50:00 -0000 full Cory Johnson 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 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 Salesforce’s Q2 earnings report. Strategic Moves & Industry Impact: How Salesforce’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Marc Benioff. 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 #CRM #Salesforce #SalesforceEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices 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 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 Salesforce’s Q2 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Marc Benioff.

  • 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 #CRM #Salesforce #SalesforceEarnings #TheDrillDown

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]]> 461 no Drill Down Earnings, Ep. 385: Hewlett Packard Enterprise Q2 earnings – ($HPE) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Hewlett Packard Enterprise Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($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 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 Hewlett Packard Enterprise’s Q2 earnings report. Strategic Moves & Industry Impact: How Hewlett Packard Enterprise’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Antonio Neri. 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 #HPE #HewlettPackardEnterprise #HPEEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 03 Sep 2025 23:42:00 -0000 full Cory Johnson 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 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 Hewlett Packard Enterprise’s Q2 earnings report. Strategic Moves & Industry Impact: How Hewlett Packard Enterprise’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Antonio Neri. 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 #HPE #HewlettPackardEnterprise #HPEEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices 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 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 Hewlett Packard Enterprise’s Q2 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Antonio Neri.

  • 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 #HPE #HewlettPackardEnterprise #HPEEarnings #TheDrillDown

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

]]> 422 no Drill Down Earnings, Ep. 384: Zscaler FY 2025 Q4 earnings – ($ZS) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Zscaler FY 2025 Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Zscaler ($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 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 Zscaler’s FY 2025 Q4 earnings report. Strategic Moves & Industry Impact: How Zscaler’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Jay Chaudhry. 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 #ZS #Zscaler #ZscalerEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 03 Sep 2025 01:34:00 -0000 full Cory Johnson 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 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 Zscaler’s FY 2025 Q4 earnings report. Strategic Moves & Industry Impact: How Zscaler’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Jay Chaudhry. 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 #ZS #Zscaler #ZscalerEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices 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 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 Zscaler’s FY 2025 Q4 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Jay Chaudhry.

  • 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 #ZS #Zscaler #ZscalerEarnings #TheDrillDown

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

]]> 401 no Drill Down Insider Ep. #21: Coveo CEO Laurent Simoneau Coveo has spent years embedding AI into enterprise search and recommendations. Now the company is pushing into agentic AI, promising systems that act with context and initiative inside the enterprise. CEO Laurent Simoneau explains what this shift means for adoption, ROI, and competition in the AI era. #TheDrillDown #Coveo #LaurentSimoneau #AgenticAI #EnterpriseAI #GenerativeAI #SaaS #EnterpriseSearch #AIAdoption Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 29 Aug 2025 22:56:00 -0000 full Cory Johnson Coveo has spent years embedding AI into enterprise search and recommendations. Now the company is pushing into agentic AI, promising systems that act with context and initiative inside the enterprise. CEO Laurent Simoneau explains what this shift means for adoption, ROI, and competition in the AI era. #TheDrillDown #Coveo #LaurentSimoneau #AgenticAI #EnterpriseAI #GenerativeAI #SaaS #EnterpriseSearch #AIAdoption Learn more about your ad choices. Visit megaphone.fm/adchoices Coveo has spent years embedding AI into enterprise search and recommendations. Now the company is pushing into agentic AI, promising systems that act with context and initiative inside the enterprise. CEO Laurent Simoneau explains what this shift means for adoption, ROI, and competition in the AI era.

#TheDrillDown #Coveo #LaurentSimoneau #AgenticAI #EnterpriseAI #GenerativeAI #SaaS #EnterpriseSearch #AIAdoption

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

]]> 1347 no Drill Down Earnings, Ep. 380: Fabrinet Q4 Fiscal Year 2025 earnings – ($FN) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Fabrinet Q4 Fiscal Year 2025 Earnings Analysis 💡 Beyond the numbers: Unpack Fabrinet ($FN) Q4 Fiscal Year 2025 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 Q4 Fiscal Year 2025 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 Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 29 Aug 2025 22:55:00 -0000 full Cory Johnson The Drill Down: Fabrinet Q4 Fiscal Year 2025 Earnings Analysis 💡 Beyond the numbers: Unpack Fabrinet ($FN) Q4 Fiscal Year 2025 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 Q4 Fiscal Year 2025 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 Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Fabrinet Q4 Fiscal Year 2025 Earnings Analysis

💡 Beyond the numbers: Unpack Fabrinet ($FN) Q4 Fiscal Year 2025 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 Q4 Fiscal Year 2025 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:

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

Connect with The Drill Down:

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

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

]]> 352 no Drill Down Earnings, Ep. 383: Elastic Q1 2026 earnings – ($ESTC) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Elastic Q1 2026 Earnings Analysis 💡 Beyond the numbers: Unpack Elastic ($ESTC) Q1 2026 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 Q1 2026 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 Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 28 Aug 2025 23:35:00 -0000 full Cory Johnson The Drill Down: Elastic Q1 2026 Earnings Analysis 💡 Beyond the numbers: Unpack Elastic ($ESTC) Q1 2026 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 Q1 2026 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 Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Elastic Q1 2026 Earnings Analysis

💡 Beyond the numbers: Unpack Elastic ($ESTC) Q1 2026 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 Q1 2026 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:

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

Connect with The Drill Down:

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

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

]]> 532 no Drill Down Earnings, Ep. 382: NVIDA Q2 2026 earnings – ($NVDA) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: NVIDA Q2 2026 Earnings Analysis 💡 Beyond the numbers: Unpack NVIDA ($NVDA) Q2 2026 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 NVIDA’s Q2 2026 earnings report. Strategic Moves & Industry Impact: How NVIDA’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 #NVIDA #NVIDAEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 27 Aug 2025 23:25:00 -0000 full Cory Johnson The Drill Down: NVIDA Q2 2026 Earnings Analysis 💡 Beyond the numbers: Unpack NVIDA ($NVDA) Q2 2026 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 NVIDA’s Q2 2026 earnings report. Strategic Moves & Industry Impact: How NVIDA’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 #NVIDA #NVIDAEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: NVIDA Q2 2026 Earnings Analysis

💡 Beyond the numbers: Unpack NVIDA ($NVDA) Q2 2026 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 NVIDA’s Q2 2026 earnings report.

  • Strategic Moves & Industry Impact: How NVIDA’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:

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

Connect with The Drill Down:

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

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]]> 712 no Drill Down Earnings, Ep. 381: Box Q2 earnings – ($BOX) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Box Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Box ($BOX) Q2 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 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 Box’s Q2 earnings report. Strategic Moves & Industry Impact: How Box’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Aaron Levie. 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 #BOX #Box #BoxEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 26 Aug 2025 22:45:00 -0000 full Cory Johnson The Drill Down: Box Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Box ($BOX) Q2 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 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 Box’s Q2 earnings report. Strategic Moves & Industry Impact: How Box’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Aaron Levie. 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 #BOX #Box #BoxEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Box Q2 Earnings Analysis

💡 Beyond the numbers: Unpack Box ($BOX) Q2 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 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 Box’s Q2 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Aaron Levie.

  • 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 #BOX #Box #BoxEarnings #TheDrillDown

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

]]> 404 no Drill Down Earnings, Ep. 379: Palo Alto Networks Q4 Fiscal Year 2025 earnings – ($PANW) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Palo Alto Networks Q4 Fiscal Year 2025 Earnings Analysis 💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q4 Fiscal Year 2025 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 Q4 Fiscal Year 2025 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 Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 19 Aug 2025 09:38:00 -0000 full Cory Johnson The Drill Down: Palo Alto Networks Q4 Fiscal Year 2025 Earnings Analysis 💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q4 Fiscal Year 2025 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 Q4 Fiscal Year 2025 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 Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Palo Alto Networks Q4 Fiscal Year 2025 Earnings Analysis

💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q4 Fiscal Year 2025 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 Q4 Fiscal Year 2025 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:

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

Connect with The Drill Down:

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


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]]> 390 no Ep. #248: Trinity Capital (TRIN:NASDAQ) CEO Kyle Brown Trinity Capital’s Kyle Brown on Low Defaults and High Returns In Venture DebtKyle Brown explains how Trinity delivered a 30% rise in NII—more than enough to cover the dividend—just as NAV reached $13.27 per share. He’ll discuss how disciplined credit, strategic origination, and SBIC licensing set the stage for diversified growth. #TheDrillDown #TrinityCapital #KyleBrown #BDC #NIIgrowth #DividendCoverage #NAVGain #CreditQuality #SBICStrategy #HighYield #AlternativeCredit  Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 16 Aug 2025 15:40:00 -0000 full Cory Johnson Trinity Capital’s Kyle Brown on Low Defaults and High Returns In Venture DebtKyle Brown explains how Trinity delivered a 30% rise in NII—more than enough to cover the dividend—just as NAV reached $13.27 per share. He’ll discuss how disciplined credit, strategic origination, and SBIC licensing set the stage for diversified growth. #TheDrillDown #TrinityCapital #KyleBrown #BDC #NIIgrowth #DividendCoverage #NAVGain #CreditQuality #SBICStrategy #HighYield #AlternativeCredit  Learn more about your ad choices. Visit megaphone.fm/adchoices Trinity Capital’s Kyle Brown on Low Defaults and High Returns In Venture Debt
Kyle Brown explains how Trinity delivered a 30% rise in NII—more than enough to cover the dividend—just as NAV reached $13.27 per share. He’ll discuss how disciplined credit, strategic origination, and SBIC licensing set the stage for diversified growth.

#TheDrillDown #TrinityCapital #KyleBrown #BDC #NIIgrowth #DividendCoverage #NAVGain #CreditQuality #SBICStrategy #HighYield #AlternativeCredit 

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

]]> 1417 no Drill Down Earnings, Ep. 378: Applied Materials Q3 FY 2025 earnings – ($AMAT) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Applied Materials Q3 FY 2025 Earnings Analysis 💡 Beyond the numbers: Unpack Applied Materials ($AMAT) Q3 FY 2025 performance with CEO Gary Dickerson. 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 Applied Materials’s Q3 FY 2025 earnings report. Strategic Moves & Industry Impact: How Applied Materials’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Gary Dickerson. 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 #AMAT #Applied Materials #Applied MaterialsEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 15 Aug 2025 01:40:00 -0000 full Cory Johnson The Drill Down: Applied Materials Q3 FY 2025 Earnings Analysis 💡 Beyond the numbers: Unpack Applied Materials ($AMAT) Q3 FY 2025 performance with CEO Gary Dickerson. 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 Applied Materials’s Q3 FY 2025 earnings report. Strategic Moves & Industry Impact: How Applied Materials’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Gary Dickerson. 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 #AMAT #Applied Materials #Applied MaterialsEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Applied Materials Q3 FY 2025 Earnings Analysis

💡 Beyond the numbers: Unpack Applied Materials ($AMAT) Q3 FY 2025 performance with CEO Gary Dickerson. 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 Applied Materials’s Q3 FY 2025 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Gary Dickerson.

  • 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 #AMAT #Applied Materials #Applied MaterialsEarnings #TheDrillDown

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

]]> 478 no Drill Down Earnings, Ep. 377: Coherent Q4 FY 2025 earnings – ($COHR) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Coherent Q4 FY 2025 Earnings Analysis 💡 Beyond the numbers: Unpack Coherent ($COHR) Q4 FY 2025 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 Q4 FY 2025 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 Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 14 Aug 2025 05:48:00 -0000 full Cory Johnson The Drill Down: Coherent Q4 FY 2025 Earnings Analysis 💡 Beyond the numbers: Unpack Coherent ($COHR) Q4 FY 2025 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 Q4 FY 2025 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 Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Coherent Q4 FY 2025 Earnings Analysis

💡 Beyond the numbers: Unpack Coherent ($COHR) Q4 FY 2025 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 Q4 FY 2025 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:

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

Connect with The Drill Down:

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

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

]]> 614 no Drill Down Earnings, Ep. 376: Cisco Systems Q4 2025 earnings – ($CSCO) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Cisco Systems Q4 2025 Earnings Analysis 💡 Beyond the numbers: Unpack Cisco Systems ($CSCO) Q4 2025 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 Q4 2025 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 #SemiconductorStocks #GrowthStocks #MarketAnalysis #CSCO #Cisco #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 14 Aug 2025 05:38:00 -0000 full Cory Johnson The Drill Down: Cisco Systems Q4 2025 Earnings Analysis 💡 Beyond the numbers: Unpack Cisco Systems ($CSCO) Q4 2025 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 Q4 2025 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 #SemiconductorStocks #GrowthStocks #MarketAnalysis #CSCO #Cisco #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Cisco Systems Q4 2025 Earnings Analysis

💡 Beyond the numbers: Unpack Cisco Systems ($CSCO) Q4 2025 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 Q4 2025 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:

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

Connect with The Drill Down:

#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #CSCO #Cisco #TheDrillDown


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

]]> 507 no Drill Down Earnings, Ep. 375: Lumentum Q4 2025 earnings – ($LITE) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Lumentum Q4 2025 Earnings Analysis 💡 Beyond the numbers: Unpack Lumentum ($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: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Lumentum’s Q4 2025 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 #LumentumEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 13 Aug 2025 02:03:00 -0000 full Cory Johnson 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: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Lumentum’s Q4 2025 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 #LumentumEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices 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:

  • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Lumentum’s Q4 2025 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:

🚀 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


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

]]> 441 no Drill Down Earnings, Ep. 374: Applied Optoelectronics Q2 earnings – ($AAOI) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Applied Optoelectronics Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Applied Optoelectronics ($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: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Applied Optoelectronics’s Q2 earnings report. Strategic Moves & Industry Impact: How Applied Optoelectronics’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Thompson Lin, Ph. D. 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 #AAOI #Applied OptoelectronicsEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 07 Aug 2025 23:34:00 -0000 full Cory Johnson 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: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Applied Optoelectronics’s Q2 earnings report. Strategic Moves & Industry Impact: How Applied Optoelectronics’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Thompson Lin, Ph. D. 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 #AAOI #Applied OptoelectronicsEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices 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:

  • Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Applied Optoelectronics’s Q2 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Thompson Lin, Ph. D.

  • 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

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

]]> 467 no Drill Down Earnings, Ep. 373: Applovin Q2 earnings – ($APP) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Applovin Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Applovin ($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: 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 #APP #ApplovinEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 06 Aug 2025 22:57:00 -0000 full Cory Johnson 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: 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 #APP #ApplovinEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices 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

]]> 309 no Drill Down Earnings, Ep. 372: Advanced Micro Devices Q2 earnings – ($AMD) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Advanced Micro Devices Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Advanced Micro Devices ($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: 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 #AMD #Advanced Micro DevicesEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 05 Aug 2025 23:38:00 -0000 full Cory Johnson 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: 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 #AMD #Advanced Micro DevicesEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices 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

]]> 341 no Drill Down Earnings, Ep. 371: Globalfoundries Q2 earnings – ($GFS) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Globalfoundries Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Globalfoundries ($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: 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 #GFS #GlobalfoundriesEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 05 Aug 2025 20:12:00 -0000 full Cory Johnson 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: 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 #GFS #GlobalfoundriesEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices 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


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

]]> 361 no Drill Down Earnings, Ep. 370: Palantir Q2 earnings – ($PLTR) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Palantir Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Palantir ($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: 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 #PalantirEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 05 Aug 2025 00:36:00 -0000 full Cory Johnson 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: 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 #PalantirEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices 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

]]> 341 no Drill Down Earnings, Ep. 369: Amazon.com Q2 earnings – ($AMZN) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Amazon.com Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Amazon.com ($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: 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 #AMZN #Amazon.comEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 31 Jul 2025 22:28:00 -0000 full Cory Johnson 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: 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 #AMZN #Amazon.comEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices 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

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]]> 462 no Drill Down Earnings, Ep. 368: Microsoft Q4 2025 earnings – ($MSFT) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Microsoft Q4 2025 Earnings Analysis 💡 Beyond the numbers: Unpack Microsoft ($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: 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 #MSFT #MicrosoftEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 31 Jul 2025 00:42:00 -0000 full Cory Johnson 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: 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 #MSFT #MicrosoftEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices 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

]]> 398 no Drill Down Earnings, Ep. 367: Cadence Design Systems Q2 earnings – ($CDNS) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Cadence Design Systems Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Cadence Design Systems ($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: 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 #CDNS #Cadence Design SystemsEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 29 Jul 2025 00:24:00 -0000 full Cory Johnson 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: 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 #CDNS #Cadence Design SystemsEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices 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

]]> 428 no Drill Down Earnings, Ep. 366: Comfort Systems USA Q2 earnings – ($FIX) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Comfort Systems USA Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Comfort Systems USA ($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: 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 #HVAC #Nvidia #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #FIX #Comfort Systems USAEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 26 Jul 2025 06:57:00 -0000 full Cory Johnson 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: 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 #HVAC #Nvidia #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #FIX #Comfort Systems USAEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices 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

]]> 513 no Drill Down Earnings, Ep. 365: Intel Q2 earnings – ($INTC) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Intel Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Intel ($INTC) Q2 performance with CEO Lip-Bu 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 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 Intel’s Q2 earnings report. Strategic Moves & Industry Impact: How Intel’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Lip-Bu Tan. 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 #INTC #IntelEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 26 Jul 2025 06:00:00 -0000 full Cory Johnson The Drill Down: Intel Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Intel ($INTC) Q2 performance with CEO Lip-Bu 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 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 Intel’s Q2 earnings report. Strategic Moves & Industry Impact: How Intel’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Lip-Bu Tan. 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 #INTC #IntelEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Intel Q2 Earnings Analysis

💡 Beyond the numbers: Unpack Intel ($INTC) Q2 performance with CEO Lip-Bu 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 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 Intel’s Q2 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Lip-Bu Tan.

  • 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 #INTC #IntelEarnings #TheDrillDown

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

]]> 390 no Drill Down Earnings, Ep. 362: IBM Q2 earnings – ($IBM) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: IBM Q2 Earnings Analysis 💡 Beyond the numbers: Unpack IBM ($IBM) Q2 performance with CEO Arvind Krishna. 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 IBM’s Q2 earnings report. Strategic Moves & Industry Impact: How IBM’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Arvind Krishna. 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 #IBM #IBMEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 24 Jul 2025 00:16:00 -0000 full Cory Johnson The Drill Down: IBM Q2 Earnings Analysis 💡 Beyond the numbers: Unpack IBM ($IBM) Q2 performance with CEO Arvind Krishna. 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 IBM’s Q2 earnings report. Strategic Moves & Industry Impact: How IBM’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Arvind Krishna. 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 #IBM #IBMEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: IBM Q2 Earnings Analysis

💡 Beyond the numbers: Unpack IBM ($IBM) Q2 performance with CEO Arvind Krishna. 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 IBM’s Q2 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Arvind Krishna.

  • 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 #IBM #IBMEarnings #TheDrillDown


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

]]> 392 no Drill Down Earnings, Ep. 361: Alphabet Q2 earnings – ($GOOG) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Alphabet Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Alphabet ($GOOG) Q2 performance with CEO Sundar Pichai. 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 Alphabet’s Q2 earnings report. Strategic Moves & Industry Impact: How Alphabet’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Sundar Pichai. 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 #GOOG #AlphabetEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 23 Jul 2025 23:40:00 -0000 full Cory Johnson The Drill Down: Alphabet Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Alphabet ($GOOG) Q2 performance with CEO Sundar Pichai. 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 Alphabet’s Q2 earnings report. Strategic Moves & Industry Impact: How Alphabet’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Sundar Pichai. 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 #GOOG #AlphabetEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Alphabet Q2 Earnings Analysis

💡 Beyond the numbers: Unpack Alphabet ($GOOG) Q2 performance with CEO Sundar Pichai. 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 Alphabet’s Q2 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Sundar Pichai.

  • 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 #GOOG #AlphabetEarnings #TheDrillDown


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

]]> 365 no Drill Down Earnings, Ep. 360: Tesla Q2 earnings – ($TSLA) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Tesla Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Tesla ($TSLA) Q2 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 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 Tesla’s Q2 earnings report. Strategic Moves & Industry Impact: How Tesla’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Elon Musk. 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 #TSLA #TeslaEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 23 Jul 2025 23:20:00 -0000 full Cory Johnson The Drill Down: Tesla Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Tesla ($TSLA) Q2 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 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 Tesla’s Q2 earnings report. Strategic Moves & Industry Impact: How Tesla’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Elon Musk. 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 #TSLA #TeslaEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Tesla Q2 Earnings Analysis

💡 Beyond the numbers: Unpack Tesla ($TSLA) Q2 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 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 Tesla’s Q2 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Elon Musk.

  • 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 #TSLA #TeslaEarnings #TheDrillDown

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

]]> 477 no Drill Down Earnings, Ep. 359: Texas Instruments Q2 earnings – ($TXN) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Texas Instruments Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Texas Instruments ($TXN) Q2 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 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 Texas Instruments’s Q2 earnings report. Strategic Moves & Industry Impact: How Texas Instruments’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Haviv Ilan. 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 #TXN #Texas InstrumentsEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 23 Jul 2025 08:26:00 -0000 full Cory Johnson The Drill Down: Texas Instruments Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Texas Instruments ($TXN) Q2 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 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 Texas Instruments’s Q2 earnings report. Strategic Moves & Industry Impact: How Texas Instruments’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Haviv Ilan. 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 #TXN #Texas InstrumentsEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Texas Instruments Q2 Earnings Analysis

💡 Beyond the numbers: Unpack Texas Instruments ($TXN) Q2 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 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 Texas Instruments’s Q2 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Haviv Ilan.

  • 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 #TXN #Texas InstrumentsEarnings #TheDrillDown

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

]]> 359 no The Drill Down Insider, with Synopsys CFO Shelagh Glaser In a ground-breaking interview, Synopsys CFO Shelagh Glaser joins The Drill Down Insider to discuss the company’s $35 billion merger with Ansys—and what it means for the future of engineering innovation. Glaser explains how combining the leader in chip design with the leader in simulation creates a full-stack powerhouse for R&D teams facing mounting complexity, speed, and cost pressures. She outlines how the merged company will deliver integrated solutions that fuse electronics and multiphysics systems—critical for next-generation AI, automotive, aerospace, and industrial design. From silicon to systems, Synopsys is redefining what’s possible. Subscribe to Drill Down Insider for more hard-hitting conversations at the intersection of AI, infrastructure, and innovation. Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 19 Jul 2025 09:22:00 -0000 full Cory Johnson In a ground-breaking interview, Synopsys CFO Shelagh Glaser joins The Drill Down Insider to discuss the company’s $35 billion merger with Ansys—and what it means for the future of engineering innovation. Glaser explains how combining the leader in chip design with the leader in simulation creates a full-stack powerhouse for R&D teams facing mounting complexity, speed, and cost pressures. She outlines how the merged company will deliver integrated solutions that fuse electronics and multiphysics systems—critical for next-generation AI, automotive, aerospace, and industrial design. From silicon to systems, Synopsys is redefining what’s possible. Subscribe to Drill Down Insider for more hard-hitting conversations at the intersection of AI, infrastructure, and innovation. Learn more about your ad choices. Visit megaphone.fm/adchoices In a ground-breaking interview, Synopsys CFO Shelagh Glaser joins The Drill Down Insider to discuss the company’s $35 billion merger with Ansys—and what it means for the future of engineering innovation. Glaser explains how combining the leader in chip design with the leader in simulation creates a full-stack powerhouse for R&D teams facing mounting complexity, speed, and cost pressures.


She outlines how the merged company will deliver integrated solutions that fuse electronics and multiphysics systems—critical for next-generation AI, automotive, aerospace, and industrial design. From silicon to systems, Synopsys is redefining what’s possible.


Subscribe to Drill Down Insider for more hard-hitting conversations at the intersection of AI, infrastructure, and innovation.

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

]]> 1298 no Drill Down Earnings, Ep. 358: Taiwan Semiconductor Manufacturing Q2 earnings analysis – what you need to know ($TSM) The Drill Down: Taiwan Semiconductor Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Taiwan Semiconductor ($TSM) Q2 performance with CEO C.C. Wei. 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 Taiwan Semiconductor’s Q2 earnings report. Strategic Moves & Industry Impact: How Taiwan Semiconductor’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO C.C. Wei. 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 #TSM @TaiwanSemiconductor#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #FinancialFreedom #SemiconductorStocks #GrowthStocks #MarketAnalysis #TSM #TaiwanSemiEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 17 Jul 2025 19:51:00 -0000 full Cory Johnson The Drill Down: Taiwan Semiconductor Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Taiwan Semiconductor ($TSM) Q2 performance with CEO C.C. Wei. 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 Taiwan Semiconductor’s Q2 earnings report. Strategic Moves & Industry Impact: How Taiwan Semiconductor’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO C.C. Wei. 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 #TSM @TaiwanSemiconductor#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #FinancialFreedom #SemiconductorStocks #GrowthStocks #MarketAnalysis #TSM #TaiwanSemiEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: Taiwan Semiconductor Q2 Earnings Analysis

💡 Beyond the numbers: Unpack Taiwan Semiconductor ($TSM) Q2 performance with CEO C.C. Wei. 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 Taiwan Semiconductor’s Q2 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO C.C. Wei.

  • 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:

#TSM @TaiwanSemiconductor#StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #FinancialFreedom #SemiconductorStocks #GrowthStocks #MarketAnalysis #TSM #TaiwanSemiEarnings #TheDrillDown

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]]> 356 no Drill Down Earnings, Ep. 357: ASML Q2 earnings – ($ASML) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: ASML Q2 Earnings Analysis 💡 Beyond the numbers: Unpack ASML ($ASML) Q2 performance with CEO Christophe Forquet. 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 ASML’s Q2 earnings report. Strategic Moves & Industry Impact: How ASML’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Christophe Forquet. 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 #ASML #ASMLEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 16 Jul 2025 23:56:00 -0000 full Cory Johnson The Drill Down: ASML Q2 Earnings Analysis 💡 Beyond the numbers: Unpack ASML ($ASML) Q2 performance with CEO Christophe Forquet. 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 ASML’s Q2 earnings report. Strategic Moves & Industry Impact: How ASML’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Christophe Forquet. 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 #ASML #ASMLEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down: ASML Q2 Earnings Analysis 💡 Beyond the numbers: Unpack ASML ($ASML) Q2 performance with CEO Christophe Forquet. 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 ASML’s Q2 earnings report.

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

  • Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Christophe Forquet.

  • 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 #ASML #ASMLEarnings #TheDrillDown


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

]]> 520 no Drill Down Earnings, Ep. 356: Micron Technology Q3 earnings analysis – what you need to know ($MU) 🎙️ The Drill Down: Micron Technology Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Micron Technology ($MU) Q3 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 business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Micron Technology leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #MU @Micron Technology #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 26 Jun 2025 00:35:00 -0000 full Cory Johnson 🎙️ The Drill Down: Micron Technology Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Micron Technology ($MU) Q3 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 business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Micron Technology leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #MU @Micron Technology #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Micron Technology Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack Micron Technology ($MU) Q3 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 business news behind stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from Micron Technology leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#MU @Micron Technology #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 400 no Drill Down Earnings, Ep. 355: Adobe Q2 Fiscal Year 2025 earnings analysis – what you need to know ($ADBE) 🎙️ The Drill Down: Adobe Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Adobe ($ADBE) Q2 Fiscal Year 2025 performance with CEO Shantanu Narayen. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Adobe leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ADBE @Adobe #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 13 Jun 2025 00:20:00 -0000 full Cory Johnson 🎙️ The Drill Down: Adobe Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Adobe ($ADBE) Q2 Fiscal Year 2025 performance with CEO Shantanu Narayen. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Adobe leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ADBE @Adobe #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Adobe Q2 Fiscal Year 2025 Earnings Deep Dive

💡 Beyond the numbers: Unpack Adobe ($ADBE) Q2 Fiscal Year 2025 performance with CEO Shantanu Narayen. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from Adobe leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#ADBE @Adobe #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod


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]]> 378 no Drill Down Earnings, Ep. 354: Oracle Q4 Fiscal 2025 earnings analysis – what you need to know ($ORCL) 🎙️ The Drill Down: Oracle Q4 Fiscal 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Oracle ($ORCL) Q4 Fiscal 2025 performance with founder and CTO Larry Ellison. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Oracle leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ORCL @Oracle #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 11 Jun 2025 22:18:00 -0000 full Cory Johnson 🎙️ The Drill Down: Oracle Q4 Fiscal 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Oracle ($ORCL) Q4 Fiscal 2025 performance with founder and CTO Larry Ellison. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Oracle leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ORCL @Oracle #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Oracle Q4 Fiscal 2025 Earnings Deep Dive

💡 Beyond the numbers: Unpack Oracle ($ORCL) Q4 Fiscal 2025 performance with founder and CTO Larry Ellison. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from Oracle leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#ORCL @Oracle #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 551 no Ep. #247: Rubrik (RBRK:Nasdaq) CEO Bipul Sinha  The Business of Bouncing Back: Rubrik’s Bipul Sinha on Cyber Resilience Cyberattacks are inevitable. Rubrik’s mission is making recovery inevitable, too. In this episode, Rubrik CEO Bipul Sinha joins The Drill Down to explain why cybersecurity needs a new playbook—one built around data recovery, not just threat detection. He breaks down the company’s expanding platform strategy, why identity is now core to risk management, and how Rubrik is helping enterprises safely adopt generative AI. Listen for a clear-eyed view of where cyber resilience is headed, how Rubrik plans to dominate the space, and what it means to win not just before—but after—the breach. #CyberResilience #Rubrik #DataSecurity #BipulSinha #CyberRecovery #TheDrillDown #TechPodcast #AI #EnterpriseSecurity #RBRK #ZeroTrust #SaaS #Cybersecurity #IdentityResilience Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 09 Jun 2025 21:48:00 -0000 full Cory Johnson  The Business of Bouncing Back: Rubrik’s Bipul Sinha on Cyber Resilience Cyberattacks are inevitable. Rubrik’s mission is making recovery inevitable, too. In this episode, Rubrik CEO Bipul Sinha joins The Drill Down to explain why cybersecurity needs a new playbook—one built around data recovery, not just threat detection. He breaks down the company’s expanding platform strategy, why identity is now core to risk management, and how Rubrik is helping enterprises safely adopt generative AI. Listen for a clear-eyed view of where cyber resilience is headed, how Rubrik plans to dominate the space, and what it means to win not just before—but after—the breach. #CyberResilience #Rubrik #DataSecurity #BipulSinha #CyberRecovery #TheDrillDown #TechPodcast #AI #EnterpriseSecurity #RBRK #ZeroTrust #SaaS #Cybersecurity #IdentityResilience Learn more about your ad choices. Visit megaphone.fm/adchoices  The Business of Bouncing Back: Rubrik’s Bipul Sinha on Cyber Resilience

Cyberattacks are inevitable. Rubrik’s mission is making recovery inevitable, too. In this episode, Rubrik CEO Bipul Sinha joins The Drill Down to explain why cybersecurity needs a new playbook—one built around data recovery, not just threat detection. He breaks down the company’s expanding platform strategy, why identity is now core to risk management, and how Rubrik is helping enterprises safely adopt generative AI.

Listen for a clear-eyed view of where cyber resilience is headed, how Rubrik plans to dominate the space, and what it means to win not just before—but after—the breach.


#CyberResilience #Rubrik #DataSecurity #BipulSinha #CyberRecovery #TheDrillDown #TechPodcast #AI #EnterpriseSecurity #RBRK #ZeroTrust #SaaS #Cybersecurity #IdentityResilience


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

]]> 910 no Drill Down Earnings, Ep. 353: Broadcom Q2 earnings analysis – what you need to know ($AVGO) 🎙️ The Drill Down: Broadcom Q2 Earnings Deep Dive 💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q2 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 behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Broadcom leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AVGO @Broadcom #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 06 Jun 2025 22:51:00 -0000 full Cory Johnson 🎙️ The Drill Down: Broadcom Q2 Earnings Deep Dive 💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q2 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 behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Broadcom leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AVGO @Broadcom #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Broadcom Q2 Earnings Deep Dive

💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q2 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 behind stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from Broadcom leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#AVGO @Broadcom #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod


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]]> 338 no Drill Down Earnings, Ep. 352: Rubrik Q1 earnings analysis – what you need to know ($RBRK) 🎙️ The Drill Down: Rubrik Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Rubrik ($RBRK) Q1 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 stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Rubrik leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #RBRK @Rubrik #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 06 Jun 2025 22:42:00 -0000 full Cory Johnson 🎙️ The Drill Down: Rubrik Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Rubrik ($RBRK) Q1 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 stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Rubrik leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #RBRK @Rubrik #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Rubrik Q1 Earnings Deep Dive

💡 Beyond the numbers: Unpack Rubrik ($RBRK) Q1 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 stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from Rubrik leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#RBRK @Rubrik #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod


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]]> 293 no Drill Down Earnings, Ep. 351: Mongodb Q1 earnings analysis – what you need to know ($MDB) 🎙️ The Drill Down: Mongodb Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Mongodb ($MDB) Q1 performance with CEO Dev Ittycheria. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Mongodb leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #MDB @Mongodb #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 05 Jun 2025 00:55:00 -0000 full Cory Johnson 🎙️ The Drill Down: Mongodb Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Mongodb ($MDB) Q1 performance with CEO Dev Ittycheria. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Mongodb leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #MDB @Mongodb #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Mongodb Q1 Earnings Deep Dive

💡 Beyond the numbers: Unpack Mongodb ($MDB) Q1 performance with CEO Dev Ittycheria. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from Mongodb leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#MDB @Mongodb #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 323 no Drill Down Earnings, Ep. 350: CrowdStrike Q1 earnings analysis – what you need to know ($CRWD) 🎙️ The Drill Down: CrowdStrike Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack CrowdStrike ($CRWD) Q1 performance with CEO George Kurtz. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from CrowdStrike leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #CRWD @CrowdStrike #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 04 Jun 2025 02:40:00 -0000 full Cory Johnson 🎙️ The Drill Down: CrowdStrike Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack CrowdStrike ($CRWD) Q1 performance with CEO George Kurtz. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from CrowdStrike leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #CRWD @CrowdStrike #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: CrowdStrike Q1 Earnings Deep Dive

💡 Beyond the numbers: Unpack CrowdStrike ($CRWD) Q1 performance with CEO George Kurtz. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from CrowdStrike leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#CRWD @CrowdStrike #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 268 no Drill Down Earnings, Ep. 349: Hewlett Packard Enterprise Q2 Fiscal Year 2025 earnings analysis – what you need to know ($HPE) 🎙️ The Drill Down: Hewlett Packard Enterprise Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q2 Fiscal Year 2025 performance with CEO Antonio Neri. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Hewlett Packard Enterprise leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #HPE @Hewlett Packard Enterprise #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 04 Jun 2025 02:37:00 -0000 full Cory Johnson 🎙️ The Drill Down: Hewlett Packard Enterprise Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q2 Fiscal Year 2025 performance with CEO Antonio Neri. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Hewlett Packard Enterprise leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #HPE @Hewlett Packard Enterprise #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Hewlett Packard Enterprise Q2 Fiscal Year 2025 Earnings Deep Dive

💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q2 Fiscal Year 2025 performance with CEO Antonio Neri. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from Hewlett Packard Enterprise leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#HPE @Hewlett Packard Enterprise #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod


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]]> 268 no Drill Down Insider: Elastic CEO Ash Kulkarni ($ESTC) Elastic (NYSE: ESTC) is quietly becoming the infrastructure layer for enterprise AI—from search to security to GenAI applications. In this episode, CEO Ash Kulkarni joins us to break down how Elastic’s hybrid model, technical innovation, and deep cloud partnerships are driving real business adoption of AI at scale. We cover vector databases, BBQ quantization, the future of RAG, and why being cloud-agnostic is a competitive advantage in an AI-first world. #ElasticSearch #GenAI #EnterpriseAI #VectorDatabase #CloudComputing #Observability #CyberSecurity #HybridCloud #ESTC #TechPodcast #AshKulkarni #AIInfrastructure #SearchPlatform #Earnings #SaaS #AccountingTech #AssetManagement #CoryJohnson Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 03 Jun 2025 16:14:00 -0000 full Cory Johnson Elastic (NYSE: ESTC) is quietly becoming the infrastructure layer for enterprise AI—from search to security to GenAI applications. In this episode, CEO Ash Kulkarni joins us to break down how Elastic’s hybrid model, technical innovation, and deep cloud partnerships are driving real business adoption of AI at scale. We cover vector databases, BBQ quantization, the future of RAG, and why being cloud-agnostic is a competitive advantage in an AI-first world. #ElasticSearch #GenAI #EnterpriseAI #VectorDatabase #CloudComputing #Observability #CyberSecurity #HybridCloud #ESTC #TechPodcast #AshKulkarni #AIInfrastructure #SearchPlatform #Earnings #SaaS #AccountingTech #AssetManagement #CoryJohnson Learn more about your ad choices. Visit megaphone.fm/adchoices Elastic (NYSE: ESTC) is quietly becoming the infrastructure layer for enterprise AI—from search to security to GenAI applications. In this episode, CEO Ash Kulkarni joins us to break down how Elastic’s hybrid model, technical innovation, and deep cloud partnerships are driving real business adoption of AI at scale. We cover vector databases, BBQ quantization, the future of RAG, and why being cloud-agnostic is a competitive advantage in an AI-first world.


#ElasticSearch #GenAI #EnterpriseAI #VectorDatabase #CloudComputing #Observability #CyberSecurity #HybridCloud #ESTC #TechPodcast #AshKulkarni #AIInfrastructure #SearchPlatform #Earnings #SaaS #AccountingTech #AssetManagement #CoryJohnson

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]]> 1375 no Drill Down Earnings, Ep. 348: Dell Technologies Q1 Fiscal Year 2026 earnings analysis – what you need to know ($DELL) 🎙️ The Drill Down: Dell Technologies Q1 Fiscal Year 2026 Earnings Deep Dive 💡 Beyond the numbers: Unpack Dell Technologies ($DELL) Q1 Fiscal Year 2026 performance with COO Jeff Clark. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Dell Technologies leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #DELL @Dell Technologies #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 30 May 2025 03:06:00 -0000 full Cory Johnson 🎙️ The Drill Down: Dell Technologies Q1 Fiscal Year 2026 Earnings Deep Dive 💡 Beyond the numbers: Unpack Dell Technologies ($DELL) Q1 Fiscal Year 2026 performance with COO Jeff Clark. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Dell Technologies leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #DELL @Dell Technologies #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Dell Technologies Q1 Fiscal Year 2026 Earnings Deep Dive

💡 Beyond the numbers: Unpack Dell Technologies ($DELL) Q1 Fiscal Year 2026 performance with COO Jeff Clark. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from Dell Technologies leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#DELL @Dell Technologies #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 384 no Drill Down Earnings, Ep. 347: Elastic Q4 Fiscal 2025 earnings analysis – what you need to know ($ESTC) 🎙️ The Drill Down: Elastic Q4 Fiscal 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Elastic ($ESTC) Q4 Fiscal 2025 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Elastic leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ESTC @Elastic #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 30 May 2025 03:03:00 -0000 full Cory Johnson 🎙️ The Drill Down: Elastic Q4 Fiscal 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Elastic ($ESTC) Q4 Fiscal 2025 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Elastic leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ESTC @Elastic #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Elastic Q4 Fiscal 2025 Earnings Deep Dive

💡 Beyond the numbers: Unpack Elastic ($ESTC) Q4 Fiscal 2025 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.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from Elastic leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#ESTC @Elastic #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod


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]]> 398 no Drill Down Earnings, Ep. 346: Zscaler Q4 Fiscal Year 2025 earnings analysis – what you need to know ($ZS) 🎙️ The Drill Down: Zscaler Q4 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Zscaler ($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 Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Zscaler leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ZS @Zscaler #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 30 May 2025 02:44:00 -0000 full Cory Johnson 🎙️ 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 Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Zscaler leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ZS @Zscaler #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ 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 Johnson. It’s the business news behind stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from Zscaler leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#ZS @Zscaler #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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

]]> 340 no Drill Down Earnings, Ep. 344: HP Q2 earnings analysis – what you need to know ($HPQ) 🎙️ The Drill Down: HP Q2 Earnings Deep Dive 💡 Beyond the numbers: Unpack HP ($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 stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from HP leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #HPQ @HP #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 30 May 2025 02:24:00 -0000 full Cory Johnson 🎙️ 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 stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from HP leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #HPQ @HP #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ 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 stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from HP leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#HPQ @HP #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 376 no Drill Down Earnings, Ep. 343: Salesforce Q1 earnings analysis – what you need to know ($CRM) 🎙️ The Drill Down: Salesforce Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Salesforce ($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 business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Salesforce leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #CRM @Salesforce #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 30 May 2025 02:16:00 -0000 full Cory Johnson 🎙️ 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 business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Salesforce leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #CRM @Salesforce #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

🎙️ 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 business news behind stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from Salesforce leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#CRM @Salesforce #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 377 no Drill Down Earnings, Ep. 342: NVIDIA Q1 earnings analysis – what you need to know ($NVDA) 🎙️ The Drill Down: NVIDIA Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack NVIDIA ($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 behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from NVIDIA leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #NVDA @NVIDIA #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 29 May 2025 00:34:00 -0000 full Cory Johnson 🎙️ 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 behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from NVIDIA leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #NVDA @NVIDIA #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ 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 behind stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from NVIDIA leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#NVDA @NVIDIA #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 445 no The Drill Down: Clearwater Analytics (CWAN:NASDAQ) CEO Sandeep Sahai 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. Clearwater Analytics is betting global expansion and automation will keep its platform essential—even if most investors have never heard of it. The Drill Down with Epistrophy chief market strategist Cory Johnson offers a regular look at the business stories behind stocks on the move. #TheDrillDown #ClearwaterAnalytics #CWAN #Fintech #Earnings #SaaS #AccountingTech #AssetManagement #CoryJohnson Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 28 May 2025 01:37:00 -0000 full Cory Johnson 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. Clearwater Analytics is betting global expansion and automation will keep its platform essential—even if most investors have never heard of it. The Drill Down with Epistrophy chief market strategist Cory Johnson offers a regular look at the business stories behind stocks on the move. #TheDrillDown #ClearwaterAnalytics #CWAN #Fintech #Earnings #SaaS #AccountingTech #AssetManagement #CoryJohnson Learn more about your ad choices. Visit megaphone.fm/adchoices 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. Clearwater Analytics is betting global expansion and automation will keep its platform essential—even if most investors have never heard of it.

The Drill Down with Epistrophy chief market strategist Cory Johnson offers a regular look at the business stories behind stocks on the move.

#TheDrillDown #ClearwaterAnalytics #CWAN #Fintech #Earnings #SaaS #AccountingTech #AssetManagement #CoryJohnson


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]]> 1446 no Drill Down Earnings, Ep. 341: Okta Q1 earnings analysis – what you need to know ($OKTA) 🎙️ The Drill Down: Okta Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Okta ($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 behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Okta leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #OKTA @Okta #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 28 May 2025 01:30:00 -0000 full Cory Johnson 🎙️ 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 behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Okta leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #OKTA @Okta #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ 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 behind stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from Okta leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#OKTA @Okta #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 336 no Drill Down Earnings, Ep. 340: Box Q1 earnings analysis – what you need to know ($BOX) 🎙️ The Drill Down: Box Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Box ($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 stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Box leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #BOX @Box #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 28 May 2025 01:13:00 -0000 full Cory Johnson 🎙️ 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 stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Box leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #BOX @Box #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ 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 stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from Box leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#BOX @Box #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod


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]]> 309 no Drill Down Earnings, Ep. 339: Workday Q1 earnings analysis – what you need to know ($WDAY) 🎙️ The Drill Down: Workday Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Workday ($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 news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Workday leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #WDAY @Workday #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 23 May 2025 13:34:00 -0000 full Cory Johnson 🎙️ 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 news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Workday leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #WDAY @Workday #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ 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 news behind stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from Workday leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#WDAY @Workday #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 355 no Drill Down Earnings, Ep. 338: Analog Devices Q2 Fiscal Year 2025 earnings analysis – what you need to know ($ADI) 🎙️ The Drill Down: Analog Devices Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Analog Devices ($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 strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Analog Devices leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ADI @Analog Devices #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 23 May 2025 13:26:00 -0000 full Cory Johnson 🎙️ 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 strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Analog Devices leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ADI @Analog Devices #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

🎙️ 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 strategist Cory Johnson. It’s the business news behind stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from Analog Devices leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#ADI @Analog Devices #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 354 Drill Down Earnings, Ep. 337: Palo Alto Networks Q3 Fiscal 2025 earnings analysis – what you need to know ($PANW) 🎙️ The Drill Down: Palo Alto Networks Q3 Fiscal 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Palo Alto Networks ($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 strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Palo Alto Networks leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #PANW @Palo Alto Networks #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 20 May 2025 22:20:00 -0000 full Cory Johnson 🎙️ 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 strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Palo Alto Networks leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #PANW @Palo Alto Networks #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ 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 strategist Cory Johnson. It’s the business news behind stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from Palo Alto Networks leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#PANW @Palo Alto Networks #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 345 no Drill Down Earnings, Ep. 336: Applied Materials Q2 Fiscal Year 2025 earnings analysis – what you need to know ($AMAT) 🎙️ The Drill Down: Applied Materials Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Applied Materials ($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 market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Applied Materials leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AMAT @Applied Materials #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 16 May 2025 01:00:00 -0000 full Cory Johnson 🎙️ 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 market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Applied Materials leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AMAT @Applied Materials #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ 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 market strategist Cory Johnson. It’s the business news behind stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from Applied Materials leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#AMAT @Applied Materials #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod


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]]> 371 no Drill Down Earnings, Ep. 335: Cloudflare Q1 earnings analysis – what you need to know ($NET) 🎙️ The Drill Down: Cloudflare Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cloudflare ($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 business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cloudflare leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #NET @Cloudflare #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 09 May 2025 00:38:00 -0000 full Cory Johnson 🎙️ 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 business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cloudflare leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #NET @Cloudflare #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ 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 business news behind stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from Cloudflare leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#NET @Cloudflare #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 374 no Drill Down Earnings, Ep. 334: Applied Optoelectronics Q1 earnings analysis – what you need to know ($AAOI) 🎙️ The Drill Down: Applied Optoelectronics Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q1 performance with CEO "Thompson" Lin. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Applied Optoelectronics leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AAOI @Applied Optoelectronics #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 09 May 2025 00:04:00 -0000 full Cory Johnson 🎙️ 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 strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Applied Optoelectronics leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AAOI @Applied Optoelectronics #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ 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 strategist Cory Johnson. It’s the business news behind stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from Applied Optoelectronics leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#AAOI @Applied Optoelectronics #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 399 no Drill Down Earnings, Ep. 333: ARM Q4 Fiscal 2025 earnings analysis – what you need to know ($ARM) 🎙️ The Drill Down: ARM Q4 Fiscal 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack ARM ($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 behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ARM leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ARM @ARM #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 08 May 2025 01:14:00 -0000 full Cory Johnson 🎙️ 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 behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ARM leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ARM @ARM #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ 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 behind stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from ARM leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#ARM @ARM #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 374 no Drill Down Earnings, Ep. 332: Applovin Q1 earnings analysis – what you need to know ($APP) 🎙️ The Drill Down: Applovin Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Applovin ($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 news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Applovin leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #APP @Applovin #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 08 May 2025 00:48:00 -0000 full Cory Johnson 🎙️ 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 news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Applovin leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #APP @Applovin #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ 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 news behind stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from Applovin leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#APP @Applovin #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod


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]]> 295 no Drill Down Earnings, Ep. 331: Coherent Q1 earnings analysis – what you need to know ($COHR) 🎙️ The Drill Down: Coherent Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Coherent ($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 news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Coherent leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #COHR @Coherent #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 08 May 2025 00:12:00 -0000 full Cory Johnson 🎙️ 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 news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Coherent leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #COHR @Coherent #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ 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 news behind stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from Coherent leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#COHR @Coherent #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 317 no Drill Down Earnings, Ep. 330: Lumentum Q1 earnings analysis – what you need to know ($LITE) 🎙️ The Drill Down: Lumentum Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Lumentum ($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 business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Lumentum leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #LITE @Lumentum #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 07 May 2025 15:54:00 -0000 full Cory Johnson 🎙️ 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 business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Lumentum leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #LITE @Lumentum #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ 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 business news behind stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from Lumentum leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#LITE @Lumentum #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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

]]> 299 no Drill Down Earnings, Ep. 329: Arista Networks Q1 earnings analysis – what you need to know ($ANET) 🎙️ The Drill Down: Arista Networks Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Arista Networks ($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’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Arista Networks leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ANET @Arista Networks #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 07 May 2025 14:56:00 -0000 full Cory Johnson 🎙️ 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’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Arista Networks leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ANET @Arista Networks #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ 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’s the business news behind stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from Arista Networks leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv


#ANET @Arista Networks #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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

]]> 355 no Drill Down Earnings, Ep. 328: Advanced Micro Devices Q1 earnings analysis – what you need to know ($AMD) 🎙️ The Drill Down: Advanced Micro Devices Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Advanced Micro Devices ($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. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Advanced Micro Devices leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AMD @Advanced Micro Devices #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 07 May 2025 14:38:00 -0000 full Cory Johnson 🎙️ 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. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Advanced Micro Devices leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AMD @Advanced Micro Devices #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

🎙️ 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. It’s the business news behind stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from Advanced Micro Devices leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#AMD @Advanced Micro Devices #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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

]]> 344 no Drill Down Earnings, Ep. 327: Fabrinet Fiscal 2025 Q3 earnings analysis – what you need to know ($FN) 🎙️ The Drill Down: Fabrinet Fiscal 2025 Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Fabrinet ($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. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Fabrinet leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #FN @Fabrinet #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 06 May 2025 00:40:00 -0000 full Cory Johnson 🎙️ 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. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Fabrinet leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #FN @Fabrinet #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ 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. It’s the business news behind stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from Fabrinet leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#FN @Fabrinet #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod


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]]> 356 no Drill Down Earnings, Ep. 326: onsemi Q1 earnings analysis – what you need to know ($ON) 🎙️ The Drill Down: onsemi Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack onsemi ($ON) Q1 performance with CEO Hassane El-Khoury. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from onsemi leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ON @onsemi #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 05 May 2025 22:40:00 -0000 full Cory Johnson 🎙️ The Drill Down: onsemi Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack onsemi ($ON) Q1 performance with CEO Hassane El-Khoury. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from onsemi leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ON @onsemi #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: onsemi Q1 Earnings Deep Dive

💡 Beyond the numbers: Unpack onsemi ($ON) Q1 performance with CEO Hassane El-Khoury. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from onsemi leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#ON @onsemi #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod


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]]> 353 no Drill Down Earnings, Ep. 323: Microsoft Q3 earnings analysis – what you need to know ($MSFT) 🎙️ The Drill Down: Microsoft Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q3 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Microsoft leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #MSFT @Microsoft #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 02 May 2025 01:42:00 -0000 full Cory Johnson 🎙️ The Drill Down: Microsoft Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q3 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Microsoft leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #MSFT @Microsoft #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

🎙️ The Drill Down: Microsoft Q3 Earnings Deep Dive


💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q3 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.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from Microsoft leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#MSFT @Microsoft #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 318 no Drill Down Earnings, Ep. 325: Twilio Q4 earnings analysis – what you need to know ($TWLO) 🎙️ The Drill Down: Twilio Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Twilio ($TWLO) Q4 performance with CEO Khozema Shipchandler. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Twilio leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #TWLO @Twilio #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 02 May 2025 01:32:00 -0000 full Cory Johnson 🎙️ The Drill Down: Twilio Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Twilio ($TWLO) Q4 performance with CEO Khozema Shipchandler. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Twilio leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #TWLO @Twilio #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Twilio Q4 Earnings Deep Dive


💡 Beyond the numbers: Unpack Twilio ($TWLO) Q4 performance with CEO Khozema Shipchandler. 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.


🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from Twilio leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#TWLO @Twilio #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod


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]]> 381 no Drill Down Earnings, Ep. 324: Amazon.com Q1 earnings analysis – what you need to know ($AMZN) 🎙️ The Drill Down: Amazon.com Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q1 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Amazon.com leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AMZN @Amazon.com #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 02 May 2025 01:10:00 -0000 full Cory Johnson 🎙️ The Drill Down: Amazon.com Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q1 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Amazon.com leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AMZN @Amazon.com #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

🎙️ The Drill Down: Amazon.com Q1 Earnings Deep Dive

💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q1 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.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from Amazon.com leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#AMZN @Amazon.com #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 449 no Drill Down Earnings, Ep. 322: F5 Q2 Fiscal Year 2025 earnings analysis – what you need to know ($FFIV) 🎙️ The Drill Down: F5 Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack F5 ($FFIV) Q2 Fiscal Year 2025 performance with CEO François Locoh-Donou. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from F5 leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #FFIV @F5 #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 01 May 2025 01:42:00 -0000 full Cory Johnson 🎙️ The Drill Down: F5 Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack F5 ($FFIV) Q2 Fiscal Year 2025 performance with CEO François Locoh-Donou. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from F5 leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #FFIV @F5 #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

🎙️ The Drill Down: F5 Q2 Fiscal Year 2025 Earnings Deep Dive

💡 Beyond the numbers: Unpack F5 ($FFIV) Q2 Fiscal Year 2025 performance with CEO François Locoh-Donou. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights

  • Strategic moves with insight into the industry

  • Unfiltered information straight from F5 leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#FFIV @F5 #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 332 no Drill Down Earnings, Ep. 321: Netflix Q1 earnings analysis – what you need to know ($NFLX) 🎙️ The Drill Down: Netflix Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Netflix ($NFLX) Q1 performance with co-CEO Greg Peters. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Netflix leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #NFLX @Netflix #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 18 Apr 2025 05:00:00 -0000 full Cory Johnson 🎙️ The Drill Down: Netflix Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Netflix ($NFLX) Q1 performance with co-CEO Greg Peters. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Netflix leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #NFLX @Netflix #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Netflix Q1 Earnings Deep Dive

💡 Beyond the numbers: Unpack Netflix ($NFLX) Q1 performance with co-CEO Greg Peters. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Netflix leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#NFLX @Netflix #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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

]]> 451 no Drill Down Earnings, Ep. 320: ASML Holding NV Q4 earnings analysis – what you need to know ($ASML). 🎙️ The Drill Down: ASML Holding NV Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack ASML Holding NV ($ASML) Q4 performance with CEO Christophe Fouquet and CFO Roger Dassen. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ASML Holding NV leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ASML @ASML Holding NV #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 16 Apr 2025 21:42:00 -0000 full Cory Johnson 🎙️ The Drill Down: ASML Holding NV Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack ASML Holding NV ($ASML) Q4 performance with CEO Christophe Fouquet and CFO Roger Dassen. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ASML Holding NV leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ASML @ASML Holding NV #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: ASML Holding NV Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack ASML Holding NV ($ASML) Q4 performance with CEO Christophe Fouquet and CFO Roger Dassen. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from ASML Holding NV leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#ASML @ASML Holding NV #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 413 The Drill Down Insider, with the State of Maryland's Natalie Evans Harris Data-driven decision-making is transforming how governments serve their citizens. At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Natalie Evans Harris, Chief Data Officer for the State of Maryland, to discuss how AI and predictive analytics are optimizing public services. 📊🏛️ Harris explains how data insights can enhance service delivery, anticipate community needs, and improve resource allocation—reducing friction in everything from unemployment claims to emergency response. She also highlights challenges like data silos, interoperability across agencies, and the ethical considerations of using personal data in governance. Transparency and accountability are critical, and Maryland’s commitment to open data policies ensures public trust in AI-powered decision-making. For more on how data is shaping the future of governance, subscribe to Drill Down Insider. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 25 Mar 2025 00:44:00 -0000 full Cory Johnson Data-driven decision-making is transforming how governments serve their citizens. At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Natalie Evans Harris, Chief Data Officer for the State of Maryland, to discuss how AI and predictive analytics are optimizing public services. 📊🏛️ Harris explains how data insights can enhance service delivery, anticipate community needs, and improve resource allocation—reducing friction in everything from unemployment claims to emergency response. She also highlights challenges like data silos, interoperability across agencies, and the ethical considerations of using personal data in governance. Transparency and accountability are critical, and Maryland’s commitment to open data policies ensures public trust in AI-powered decision-making. For more on how data is shaping the future of governance, subscribe to Drill Down Insider. Learn more about your ad choices. Visit megaphone.fm/adchoices Data-driven decision-making is transforming how governments serve their citizens. At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Natalie Evans Harris, Chief Data Officer for the State of Maryland, to discuss how AI and predictive analytics are optimizing public services. 📊🏛️


Harris explains how data insights can enhance service delivery, anticipate community needs, and improve resource allocation—reducing friction in everything from unemployment claims to emergency response. She also highlights challenges like data silos, interoperability across agencies, and the ethical considerations of using personal data in governance. Transparency and accountability are critical, and Maryland’s commitment to open data policies ensures public trust in AI-powered decision-making.


For more on how data is shaping the future of governance, subscribe to Drill Down Insider.

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

]]> 554 no The Drill Down Insider, with NIST's Justin Senseney At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Justin Senseney to explore how NIST is shaping the next generation of cybersecurity frameworks. 🏗️🔍 As cyber threats evolve, so must the methodologies designed to combat them. Senseney discusses how NIST is improving security intelligence, automating threat response, and strengthening resilience against sophisticated adversarial tactics. He highlights emerging methodologies for real-time anomaly detection, adaptive risk assessments, and AI-driven security automation. Collaboration is key, and Senseney explains how public-private partnerships are accelerating security innovation and ensuring best practices are widely adopted across industries handling critical infrastructure. Cybersecurity is a moving target—stay ahead by subscribing to Drill Down Insider. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 25 Mar 2025 00:43:00 -0000 full Cory Johnson At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Justin Senseney to explore how NIST is shaping the next generation of cybersecurity frameworks. 🏗️🔍 As cyber threats evolve, so must the methodologies designed to combat them. Senseney discusses how NIST is improving security intelligence, automating threat response, and strengthening resilience against sophisticated adversarial tactics. He highlights emerging methodologies for real-time anomaly detection, adaptive risk assessments, and AI-driven security automation. Collaboration is key, and Senseney explains how public-private partnerships are accelerating security innovation and ensuring best practices are widely adopted across industries handling critical infrastructure. Cybersecurity is a moving target—stay ahead by subscribing to Drill Down Insider. Learn more about your ad choices. Visit megaphone.fm/adchoices At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Justin Senseney to explore how NIST is shaping the next generation of cybersecurity frameworks. 🏗️🔍 As cyber threats evolve, so must the methodologies designed to combat them.


Senseney discusses how NIST is improving security intelligence, automating threat response, and strengthening resilience against sophisticated adversarial tactics. He highlights emerging methodologies for real-time anomaly detection, adaptive risk assessments, and AI-driven security automation. Collaboration is key, and Senseney explains how public-private partnerships are accelerating security innovation and ensuring best practices are widely adopted across industries handling critical infrastructure.


Cybersecurity is a moving target—stay ahead by subscribing to Drill Down Insider.

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

]]> 558 no The Drill Down Insider, with NIST's Justin Senseney At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Justin Senseney to explore how NIST is shaping the next generation of cybersecurity frameworks. 🏗️🔍 As cyber threats evolve, so must the methodologies designed to combat them. Senseney discusses how NIST is improving security intelligence, automating threat response, and strengthening resilience against sophisticated adversarial tactics. He highlights emerging methodologies for real-time anomaly detection, adaptive risk assessments, and AI-driven security automation. Collaboration is key, and Senseney explains how public-private partnerships are accelerating security innovation and ensuring best practices are widely adopted across industries handling critical infrastructure. Cybersecurity is a moving target—stay ahead by subscribing to Drill Down Insider. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 25 Mar 2025 00:43:00 -0000 full Cory Johnson At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Justin Senseney to explore how NIST is shaping the next generation of cybersecurity frameworks. 🏗️🔍 As cyber threats evolve, so must the methodologies designed to combat them. Senseney discusses how NIST is improving security intelligence, automating threat response, and strengthening resilience against sophisticated adversarial tactics. He highlights emerging methodologies for real-time anomaly detection, adaptive risk assessments, and AI-driven security automation. Collaboration is key, and Senseney explains how public-private partnerships are accelerating security innovation and ensuring best practices are widely adopted across industries handling critical infrastructure. Cybersecurity is a moving target—stay ahead by subscribing to Drill Down Insider. Learn more about your ad choices. Visit megaphone.fm/adchoices At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Justin Senseney to explore how NIST is shaping the next generation of cybersecurity frameworks. 🏗️🔍 As cyber threats evolve, so must the methodologies designed to combat them.


Senseney discusses how NIST is improving security intelligence, automating threat response, and strengthening resilience against sophisticated adversarial tactics. He highlights emerging methodologies for real-time anomaly detection, adaptive risk assessments, and AI-driven security automation. Collaboration is key, and Senseney explains how public-private partnerships are accelerating security innovation and ensuring best practices are widely adopted across industries handling critical infrastructure.


Cybersecurity is a moving target—stay ahead by subscribing to Drill Down Insider.

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]]> 558 no The Drill Down Insider, with the U.S. Army’s Hussein Johnson Zero Trust isn’t a one-time fix—it’s a continuous evolution. At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider spoke with Hussein Johnson, Senior Cybersecurity Analyst for the U.S. Army, about the Department of Defense’s structured approach to Zero Trust. 🛡️🔑 Johnson explains how the Army is embedding Zero Trust principles across its vast digital infrastructure, with a full deployment goal by 2027. He breaks down the policy challenges, risk governance frameworks, and the role of automation in enforcing least-privilege access at scale. Drawing from real-world adversarial threats, he highlights the interplay between identity, access management, and segmentation—crucial elements in modern cybersecurity strategy. Want to know how top security minds are implementing Zero Trust? Subscribe to Drill Down Insider. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 25 Mar 2025 00:42:00 -0000 full Cory Johnson Zero Trust isn’t a one-time fix—it’s a continuous evolution. At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider spoke with Hussein Johnson, Senior Cybersecurity Analyst for the U.S. Army, about the Department of Defense’s structured approach to Zero Trust. 🛡️🔑 Johnson explains how the Army is embedding Zero Trust principles across its vast digital infrastructure, with a full deployment goal by 2027. He breaks down the policy challenges, risk governance frameworks, and the role of automation in enforcing least-privilege access at scale. Drawing from real-world adversarial threats, he highlights the interplay between identity, access management, and segmentation—crucial elements in modern cybersecurity strategy. Want to know how top security minds are implementing Zero Trust? Subscribe to Drill Down Insider. Learn more about your ad choices. Visit megaphone.fm/adchoices Zero Trust isn’t a one-time fix—it’s a continuous evolution. At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider spoke with Hussein Johnson, Senior Cybersecurity Analyst for the U.S. Army, about the Department of Defense’s structured approach to Zero Trust. 🛡️🔑


Johnson explains how the Army is embedding Zero Trust principles across its vast digital infrastructure, with a full deployment goal by 2027. He breaks down the policy challenges, risk governance frameworks, and the role of automation in enforcing least-privilege access at scale. Drawing from real-world adversarial threats, he highlights the interplay between identity, access management, and segmentation—crucial elements in modern cybersecurity strategy.


Want to know how top security minds are implementing Zero Trust? Subscribe to Drill Down Insider.


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]]> 663 no The Drill Down Insider, with Lawrence Livermore National Lab’s Ian Lee Supercomputers power some of the most advanced research in the world—but securing them is no easy task. At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider spoke with Ian Lee, HPC Cybersecurity Architect at Lawrence Livermore National Laboratory, about the unique challenges of securing high-performance computing (HPC) environments. ⚡🖥️ Lee breaks down how Livermore Lab ensures compliance with DOE and federal cybersecurity requirements while protecting its massive computing infrastructure. He explains why traditional security models don’t always apply to supercomputers and how open-source tools are playing a critical role in safeguarding research and national security data. From tracking threats in complex networked environments to mitigating vulnerabilities in real time, this conversation provides a rare glimpse into the intersection of HPC and cybersecurity. For more expert discussions on technology and security, subscribe to Drill Down Insider. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 25 Mar 2025 00:41:00 -0000 full Cory Johnson Supercomputers power some of the most advanced research in the world—but securing them is no easy task. At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider spoke with Ian Lee, HPC Cybersecurity Architect at Lawrence Livermore National Laboratory, about the unique challenges of securing high-performance computing (HPC) environments. ⚡🖥️ Lee breaks down how Livermore Lab ensures compliance with DOE and federal cybersecurity requirements while protecting its massive computing infrastructure. He explains why traditional security models don’t always apply to supercomputers and how open-source tools are playing a critical role in safeguarding research and national security data. From tracking threats in complex networked environments to mitigating vulnerabilities in real time, this conversation provides a rare glimpse into the intersection of HPC and cybersecurity. For more expert discussions on technology and security, subscribe to Drill Down Insider. Learn more about your ad choices. Visit megaphone.fm/adchoices Supercomputers power some of the most advanced research in the world—but securing them is no easy task. At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider spoke with Ian Lee, HPC Cybersecurity Architect at Lawrence Livermore National Laboratory, about the unique challenges of securing high-performance computing (HPC) environments. ⚡🖥️


Lee breaks down how Livermore Lab ensures compliance with DOE and federal cybersecurity requirements while protecting its massive computing infrastructure. He explains why traditional security models don’t always apply to supercomputers and how open-source tools are playing a critical role in safeguarding research and national security data. From tracking threats in complex networked environments to mitigating vulnerabilities in real time, this conversation provides a rare glimpse into the intersection of HPC and cybersecurity.


For more expert discussions on technology and security, subscribe to Drill Down Insider.

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]]> 305 no The Drill Down Insider, with Elastic's Bill Wright At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider caught up with Bill Wright to discuss how Elastic’s technology is uniquely positioned to help public sector clients navigate complex data challenges. 🏛️🔐 Governments don’t just need more data—they need the right data, in the right hands, at the right time. Wright explains how Elastic’s Search AI powered observability solution provides visibility across vast networked environments, helping agencies make better decisions and improve security. He also highlights the unique factors public sector clients must consider when selecting technology tools—factors that private sector companies don’t always have to navigate. From compliance challenges to real-world success stories, this conversation explores how smarter data management leads to better government outcomes. For more conversations on the future of public sector tech, subscribe to Drill Down Insider. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 25 Mar 2025 00:40:00 -0000 full Cory Johnson At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider caught up with Bill Wright to discuss how Elastic’s technology is uniquely positioned to help public sector clients navigate complex data challenges. 🏛️🔐 Governments don’t just need more data—they need the right data, in the right hands, at the right time. Wright explains how Elastic’s Search AI powered observability solution provides visibility across vast networked environments, helping agencies make better decisions and improve security. He also highlights the unique factors public sector clients must consider when selecting technology tools—factors that private sector companies don’t always have to navigate. From compliance challenges to real-world success stories, this conversation explores how smarter data management leads to better government outcomes. For more conversations on the future of public sector tech, subscribe to Drill Down Insider. Learn more about your ad choices. Visit megaphone.fm/adchoices At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider caught up with Bill Wright to discuss how Elastic’s technology is uniquely positioned to help public sector clients navigate complex data challenges. 🏛️🔐 Governments don’t just need more data—they need the right data, in the right hands, at the right time.


Wright explains how Elastic’s Search AI powered observability solution provides visibility across vast networked environments, helping agencies make better decisions and improve security. He also highlights the unique factors public sector clients must consider when selecting technology tools—factors that private sector companies don’t always have to navigate. From compliance challenges to real-world success stories, this conversation explores how smarter data management leads to better government outcomes.


For more conversations on the future of public sector tech, subscribe to Drill Down Insider.

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]]> 600 no The Drill Down Insider, with Elastic's Chris Townsend At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Chris Townsend to discuss how Elastic’s technology is transforming data into actionable intelligence. 📊🔎 Townsend explains how Elastic helps clients—both government and private sector—unlock efficiencies and improve decision-making by providing better access to their data. Data security is paramount for public sector clients, and Townsend highlights how Elastic’s approach ensures greater data protection while delivering real-time insights. He also delves into the key differences in serving government agencies versus private companies and why those distinctions matter. With Elastic’s Search AI Platform, Elastic is helping clients get better data and, ultimately, better outcomes. For more insights on how data is shaping the future of business and government, subscribe to Drill Down Insider. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 25 Mar 2025 00:39:00 -0000 full Cory Johnson At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Chris Townsend to discuss how Elastic’s technology is transforming data into actionable intelligence. 📊🔎 Townsend explains how Elastic helps clients—both government and private sector—unlock efficiencies and improve decision-making by providing better access to their data. Data security is paramount for public sector clients, and Townsend highlights how Elastic’s approach ensures greater data protection while delivering real-time insights. He also delves into the key differences in serving government agencies versus private companies and why those distinctions matter. With Elastic’s Search AI Platform, Elastic is helping clients get better data and, ultimately, better outcomes. For more insights on how data is shaping the future of business and government, subscribe to Drill Down Insider. Learn more about your ad choices. Visit megaphone.fm/adchoices At the Elastic Public Sector Summit in Washington, D.C., Drill Down Insider sat down with Chris Townsend to discuss how Elastic’s technology is transforming data into actionable intelligence. 📊🔎 Townsend explains how Elastic helps clients—both government and private sector—unlock efficiencies and improve decision-making by providing better access to their data.


Data security is paramount for public sector clients, and Townsend highlights how Elastic’s approach ensures greater data protection while delivering real-time insights. He also delves into the key differences in serving government agencies versus private companies and why those distinctions matter. With Elastic’s Search AI Platform, Elastic is helping clients get better data and, ultimately, better outcomes.


For more insights on how data is shaping the future of business and government, subscribe to Drill Down Insider.

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

]]> 859 no The Drill Down Insider, with Elastic's Ash Kulkarni The Drill Down Insider sat down with Elastic CEO Ash Kulkarni at the Elastic Public Sector Summit in Washington, D.C., to explore how AI, when implemented correctly, can be a powerful tool for cost savings and operational efficiency. 🧠💡 Kulkarni explains how Elastic’s smarter Search AI functions help enterprises and government agencies make sense of the overwhelming flood of data—separating signal from noise in a way that competitors can’t match. He shares real-world examples of how government clients are leveraging Elastic’s Search AI Platform with its security and observability solutions to unlock new efficiencies. AI isn’t just about automation—it’s about relevance. Kulkarni breaks down how organizations can extract meaningful insights from unstructured data and how Elastic is positioning itself as a leader in the AI-enabled world. 🔍⚡ Subscribe to Drill Down Insider for more deep dives into AI and enterprise technology. Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 22 Mar 2025 05:44:00 -0000 full Cory Johnson The Drill Down Insider sat down with Elastic CEO Ash Kulkarni at the Elastic Public Sector Summit in Washington, D.C., to explore how AI, when implemented correctly, can be a powerful tool for cost savings and operational efficiency. 🧠💡 Kulkarni explains how Elastic’s smarter Search AI functions help enterprises and government agencies make sense of the overwhelming flood of data—separating signal from noise in a way that competitors can’t match. He shares real-world examples of how government clients are leveraging Elastic’s Search AI Platform with its security and observability solutions to unlock new efficiencies. AI isn’t just about automation—it’s about relevance. Kulkarni breaks down how organizations can extract meaningful insights from unstructured data and how Elastic is positioning itself as a leader in the AI-enabled world. 🔍⚡ Subscribe to Drill Down Insider for more deep dives into AI and enterprise technology. Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down Insider sat down with Elastic CEO Ash Kulkarni at the Elastic Public Sector Summit in Washington, D.C., to explore how AI, when implemented correctly, can be a powerful tool for cost savings and operational efficiency. 🧠💡 Kulkarni explains how Elastic’s smarter Search AI functions help enterprises and government agencies make sense of the overwhelming flood of data—separating signal from noise in a way that competitors can’t match. He shares real-world examples of how government clients are leveraging Elastic’s Search AI Platform with its security and observability solutions to unlock new efficiencies.


AI isn’t just about automation—it’s about relevance. Kulkarni breaks down how organizations can extract meaningful insights from unstructured data and how Elastic is positioning itself as a leader in the AI-enabled world. 🔍⚡


Subscribe to Drill Down Insider for more deep dives into AI and enterprise technology.

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

]]> 667 no Drill Down Earnings, Ep. 319: Rubrik Q4 earnings analysis – what you need to know ($RBRK) 🎙️ The Drill Down: Rubrik Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Rubrik ($RBRK) Q4 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 stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Rubrik leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #RBRK @Rubrik #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 14 Mar 2025 20:55:00 -0000 full Cory Johnson 🎙️ The Drill Down: Rubrik Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Rubrik ($RBRK) Q4 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 stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Rubrik leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #RBRK @Rubrik #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Rubrik Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack Rubrik ($RBRK) Q4 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 stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Rubrik leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#RBRK @Rubrik #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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

]]> 297 Drill Down Earnings, Ep. 317: Oracle Q3 earnings analysis – what you need to know ($ORCL) 🎙️ The Drill Down: Oracle Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Oracle ($ORCL) Q3 performance with CEO Chairman & CTO Larry Ellison. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Oracle leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ORCL @Oracle #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 13 Mar 2025 02:28:00 -0000 full Cory Johnson 🎙️ The Drill Down: Oracle Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Oracle ($ORCL) Q3 performance with CEO Chairman & CTO Larry Ellison. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Oracle leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ORCL @Oracle #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Oracle Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack Oracle ($ORCL) Q3 performance with CEO Chairman & CTO Larry Ellison. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Oracle leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#ORCL @Oracle #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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

]]> 466 no Drill Down Earnings, Ep. 318: Adobe Q1 earnings analysis – what you need to know ($ADBE) 🎙️ The Drill Down: Adobe Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Adobe ($ADBE) Q1 performance with CEO Shantanu Narayen. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Adobe leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ADBE @Adobe #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 12 Mar 2025 23:49:00 -0000 full Cory Johnson 🎙️ The Drill Down: Adobe Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Adobe ($ADBE) Q1 performance with CEO Shantanu Narayen. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Adobe leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ADBE @Adobe #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Adobe Q1 Earnings Deep Dive

💡 Beyond the numbers: Unpack Adobe ($ADBE) Q1 performance with CEO Shantanu Narayen. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Adobe leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#ADBE @Adobe #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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

]]> 293 no Drill Down Earnings, Ep. 316: Broadcom Q1 2025 earnings analysis – what you need to know ($AVGO) 🎙️ The Drill Down: Broadcom Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q1 2025 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 stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Broadcom leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AVGO @Broadcom #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 07 Mar 2025 01:37:00 -0000 full Cory Johnson 🎙️ The Drill Down: Broadcom Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q1 2025 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 stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Broadcom leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AVGO @Broadcom #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Broadcom Q1 2025 Earnings Deep Dive

💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q1 2025 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 stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Broadcom leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv


#AVGO @Broadcom #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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

]]> 478 Drill Down Earnings, Ep. 315: Hewlett Packard Enterprise Q4 earnings analysis – what you need to know ($HPE) 🎙️ The Drill Down: Hewlett Packard Enterprise Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q4 performance with CEO Antonio Neri. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Hewlett Packard Enterprise leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #HPE @Hewlett Packard Enterprise #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 07 Mar 2025 01:09:00 -0000 full Cory Johnson 🎙️ The Drill Down: Hewlett Packard Enterprise Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q4 performance with CEO Antonio Neri. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Hewlett Packard Enterprise leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #HPE @Hewlett Packard Enterprise #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Hewlett Packard Enterprise Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q4 performance with CEO Antonio Neri. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Hewlett Packard Enterprise leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#HPE @Hewlett Packard Enterprise #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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

]]> 425 Drill Down Earnings, Ep. 314: Zscaler Q2 2025 earnings analysis – what you need to know ($ZS) 🎙️ The Drill Down: Zscaler Q2 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Zscaler ($ZS) Q2 2025 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 business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Zscaler leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ZS @Zscaler #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 06 Mar 2025 19:04:00 -0000 full Cory Johnson 🎙️ The Drill Down: Zscaler Q2 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Zscaler ($ZS) Q2 2025 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 business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Zscaler leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ZS @Zscaler #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Zscaler Q2 2025 Earnings Deep Dive

💡 Beyond the numbers: Unpack Zscaler ($ZS) Q2 2025 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 business news behind stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Zscaler leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#ZS @Zscaler #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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

]]> 318 Drill Down Earnings, Ep. 313: Marvell Q4 earnings analysis – what you need to know ($MRVL) 🎙️ The Drill Down: Marvell Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Marvell ($MRVL) Q4 performance with CEO Mark Mader. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Marvell leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #MRVL @Marvell #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 06 Mar 2025 07:47:00 -0000 full Cory Johnson 🎙️ The Drill Down: Marvell Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Marvell ($MRVL) Q4 performance with CEO Mark Mader. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Marvell leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #MRVL @Marvell #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Marvell Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack Marvell ($MRVL) Q4 performance with CEO Mark Mader. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Marvell leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#MRVL @Marvell #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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

]]> 414 Drill Down Earnings, Ep. 312: Okta Q4 earnings analysis – what you need to know ($OKTA) 🎙️ The Drill Down: Okta Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Okta ($OKTA) Q4 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 behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Okta leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #OKTA @Okta #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 04 Mar 2025 00:08:00 -0000 full Cory Johnson 🎙️ The Drill Down: Okta Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Okta ($OKTA) Q4 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 behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Okta leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #OKTA @Okta #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Okta Q4 Earnings Deep Dive


💡 Beyond the numbers: Unpack Okta ($OKTA) Q4 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 behind stocks on the move.


🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Okta leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv


#OKTA @Okta #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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

]]> 376 no The Drill Down Insider: Elastic CEO Ash Kulkarni Join host Cory Johnson for an in-depth conversation with Ash Kulkarni, CEO of Elastic, as they explore how the company is redefining search, security, and observability in an AI-powered world. This exclusive interview goes beyond the buzzwords, offering a sharp look at the real-world impact of generative AI and Elastic’s transformation into an AI-first enterprise. In this episode, Johnson and Kulkarni break down: 🔹 Elastic’s shift to an AI-driven platform 🔹 The challenges and breakthroughs in integrating generative AI into search 🔹 Kulkarni’s leadership approach in an evolving tech landscape 🔹 The future of data vectorization and its impact on AI-powered search The Drill Down Insider delivers an unfiltered look at the decisions, strategies, and innovations shaping today’s most influential tech companies. Don’t miss this deep dive into Elastic’s AI evolution. 📺 Watch the full episode: YouTube 🐦 Follow Cory: X #ESTC @Elastic #TechInvesting #AI #MachineLearning #CloudComputing #Search #SoftwareStocks #DataCenter #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 03 Mar 2025 22:46:00 -0000 full Cory Johnson Join host Cory Johnson for an in-depth conversation with Ash Kulkarni, CEO of Elastic, as they explore how the company is redefining search, security, and observability in an AI-powered world. This exclusive interview goes beyond the buzzwords, offering a sharp look at the real-world impact of generative AI and Elastic’s transformation into an AI-first enterprise. In this episode, Johnson and Kulkarni break down: 🔹 Elastic’s shift to an AI-driven platform 🔹 The challenges and breakthroughs in integrating generative AI into search 🔹 Kulkarni’s leadership approach in an evolving tech landscape 🔹 The future of data vectorization and its impact on AI-powered search The Drill Down Insider delivers an unfiltered look at the decisions, strategies, and innovations shaping today’s most influential tech companies. Don’t miss this deep dive into Elastic’s AI evolution. 📺 Watch the full episode: YouTube 🐦 Follow Cory: X #ESTC @Elastic #TechInvesting #AI #MachineLearning #CloudComputing #Search #SoftwareStocks #DataCenter #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Join host Cory Johnson for an in-depth conversation with Ash Kulkarni, CEO of Elastic, as they explore how the company is redefining search, security, and observability in an AI-powered world. This exclusive interview goes beyond the buzzwords, offering a sharp look at the real-world impact of generative AI and Elastic’s transformation into an AI-first enterprise.


In this episode, Johnson and Kulkarni break down:

🔹 Elastic’s shift to an AI-driven platform

🔹 The challenges and breakthroughs in integrating generative AI into search

🔹 Kulkarni’s leadership approach in an evolving tech landscape

🔹 The future of data vectorization and its impact on AI-powered search


The Drill Down Insider delivers an unfiltered look at the decisions, strategies, and innovations shaping today’s most influential tech companies. Don’t miss this deep dive into Elastic’s AI evolution.

📺 Watch the full episode: YouTube

🐦 Follow Cory: X


#ESTC @Elastic #TechInvesting #AI #MachineLearning #CloudComputing #Search #SoftwareStocks #DataCenter #Trading #Business @DrillDownPod

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

]]> 1053 no The Drill Down Insider: Synopsys CFO Shelagh Glaser Host Cory Johnson sits down with Shelagh Glaser, CFO of Synopsys, for a revealing conversation about the financial engine driving one of the most critical players in semiconductor design and AI-driven chip development. As AI reshapes the industry, Synopsys stands at the center of innovation—powering the tools that build the future of computing. In this episode, Johnson and Glaser break down: 🔹 Synopsys’ role in advancing AI-driven chip design 🔹 The financial strategy behind the company’s sustained growth 🔹 How AI and automation are transforming semiconductor development 🔹 Key industry trends shaping the future of EDA (Electronic Design Automation) The Drill Down Insider goes beyond earnings reports to uncover the financial decisions and strategic insights behind the world’s top tech firms. Don’t miss this deep dive into how Synopsys is capitalizing on AI and semiconductor demand. 📺 Watch the full episode: YouTube 🐦 Follow Cory: X (Twitter) #SNPS @Synopsys #Semiconductors #EDA #AI #MachineLearning #ChipDesign #TechInvesting #SoftwareStocks #Business #Trading @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 01 Mar 2025 07:35:00 -0000 full Cory Johnson Host Cory Johnson sits down with Shelagh Glaser, CFO of Synopsys, for a revealing conversation about the financial engine driving one of the most critical players in semiconductor design and AI-driven chip development. As AI reshapes the industry, Synopsys stands at the center of innovation—powering the tools that build the future of computing. In this episode, Johnson and Glaser break down: 🔹 Synopsys’ role in advancing AI-driven chip design 🔹 The financial strategy behind the company’s sustained growth 🔹 How AI and automation are transforming semiconductor development 🔹 Key industry trends shaping the future of EDA (Electronic Design Automation) The Drill Down Insider goes beyond earnings reports to uncover the financial decisions and strategic insights behind the world’s top tech firms. Don’t miss this deep dive into how Synopsys is capitalizing on AI and semiconductor demand. 📺 Watch the full episode: YouTube 🐦 Follow Cory: X (Twitter) #SNPS @Synopsys #Semiconductors #EDA #AI #MachineLearning #ChipDesign #TechInvesting #SoftwareStocks #Business #Trading @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Host Cory Johnson sits down with Shelagh Glaser, CFO of Synopsys, for a revealing conversation about the financial engine driving one of the most critical players in semiconductor design and AI-driven chip development. As AI reshapes the industry, Synopsys stands at the center of innovation—powering the tools that build the future of computing.

In this episode, Johnson and Glaser break down:

🔹 Synopsys’ role in advancing AI-driven chip design

🔹 The financial strategy behind the company’s sustained growth

🔹 How AI and automation are transforming semiconductor development

🔹 Key industry trends shaping the future of EDA (Electronic Design Automation)

The Drill Down Insider goes beyond earnings reports to uncover the financial decisions and strategic insights behind the world’s top tech firms. Don’t miss this deep dive into how Synopsys is capitalizing on AI and semiconductor demand.

📺 Watch the full episode: YouTube

🐦 Follow Cory: X (Twitter)

#SNPS @Synopsys #Semiconductors #EDA #AI #MachineLearning #ChipDesign #TechInvesting #SoftwareStocks #Business #Trading @DrillDownPod

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

]]> 900 Drill Down Earnings, Ep. 311: Elastic Q3 2025 earnings analysis – what you need to know ($ESTC) 🎙️ The Drill Down: Elastic Q3 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Elastic ($ESTC) Q3 2025 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Elastic leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ESTC @Elastic #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 28 Feb 2025 01:55:00 -0000 full Cory Johnson 🎙️ The Drill Down: Elastic Q3 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Elastic ($ESTC) Q3 2025 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Elastic leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ESTC @Elastic #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Elastic Q3 2025 Earnings Deep Dive

💡 Beyond the numbers: Unpack Elastic ($ESTC) Q3 2025 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Elastic leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#ESTC @Elastic #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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

]]> 452 Drill Down Earnings, Ep. 310: Dell Technologies Q4 earnings analysis – what you need to know ($Dell) 🎙️ The Drill Down: Dell Technologies Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Dell Technologies ($Dell) Q4 performance with COO Jeff Clarke. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Dell Technologies leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #Dell @Dell Technologies #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 28 Feb 2025 01:24:00 -0000 full Cory Johnson 🎙️ The Drill Down: Dell Technologies Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Dell Technologies ($Dell) Q4 performance with COO Jeff Clarke. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Dell Technologies leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #Dell @Dell Technologies #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Dell Technologies Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack Dell Technologies ($Dell) Q4 performance with COO Jeff Clarke. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Dell Technologies leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#Dell @Dell Technologies #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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

]]> 415 Drill Down Earnings, Ep. 309: NetApp Q4 earnings analysis – what you need to know ($NTAP) 🎙️ The Drill Down: NetApp Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack NetApp ($NTAP) Q4 performance with CEO George Kurian. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from NetApp leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #NTAP @NetApp #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 28 Feb 2025 01:23:00 -0000 full Cory Johnson 🎙️ The Drill Down: NetApp Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack NetApp ($NTAP) Q4 performance with CEO George Kurian. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from NetApp leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #NTAP @NetApp #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: NetApp Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack NetApp ($NTAP) Q4 performance with CEO George Kurian. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from NetApp leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#NTAP @NetApp #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 364 Drill Down Earnings, Ep. 308: Applied Optoelectronics Q4 earnings analysis – what you need to know ($AAOI) 🎙️ The Drill Down: Applied Optoelectronics Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q4 performance with CFO Stefan Murry. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Applied Optoelectronics leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AAOI @Applied Optoelectronics #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 27 Feb 2025 02:22:00 -0000 full Cory Johnson 🎙️ The Drill Down: Applied Optoelectronics Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q4 performance with CFO Stefan Murry. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Applied Optoelectronics leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AAOI @Applied Optoelectronics #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Applied Optoelectronics Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q4 performance with CFO Stefan Murry. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Applied Optoelectronics leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#AAOI @Applied Optoelectronics #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 382 Drill Down Earnings, Ep. 307: Synopsys Q1 2026 earnings analysis – what you need to know ($SNPS) 🎙️ The Drill Down: Synopsys Q1 2026 Earnings Deep Dive 💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q1 2026 performance with CEO Sassine Ghazi. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Synopsys leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #SNPS @Synopsys #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 27 Feb 2025 01:45:00 -0000 full Cory Johnson 🎙️ The Drill Down: Synopsys Q1 2026 Earnings Deep Dive 💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q1 2026 performance with CEO Sassine Ghazi. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Synopsys leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #SNPS @Synopsys #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Synopsys Q1 2026 Earnings Deep Dive

💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q1 2026 performance with CEO Sassine Ghazi. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Synopsys leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#SNPS @Synopsys #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 436 Drill Down Earnings, Ep. 306: What you don’t know about NVIDIA Q4 earnings – a deep dive into the technology and the numbers you need to know ($NVDA) 🎙️ The Drill Down: NVIDIA Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q4 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from NVIDIA leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #NVDA @NVIDIA #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 27 Feb 2025 01:13:00 -0000 full Cory Johnson 🎙️ The Drill Down: NVIDIA Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q4 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from NVIDIA leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #NVDA @NVIDIA #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: NVIDIA Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q4 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from NVIDIA leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#NVDA @NVIDIA #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 413 Drill Down Earnings, Ep. 305: Workday Q4 earnings analysis – what you need to know ($WDAY) 🎙️ The Drill Down: Workday Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Workday ($WDAY) Q4 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 news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Workday leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #WDAY @Workday #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 26 Feb 2025 00:07:00 -0000 full Cory Johnson 🎙️ The Drill Down: Workday Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Workday ($WDAY) Q4 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 news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Workday leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #WDAY @Workday #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Workday Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack Workday ($WDAY) Q4 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 news behind stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Workday leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#WDAY @Workday #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod



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]]> 311 no Drill Down Earnings, Ep. 304: Digitalbridge Q4 earnings analysis – what you need to know ($DBRG) 🎙️ The Drill Down: Digitalbridge Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Digitalbridge ($DBRG) Q4 performance with CEO Marc Ganzi. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Digitalbridge leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #DBRG @Digitalbridge #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 21 Feb 2025 01:42:00 -0000 full Cory Johnson 🎙️ The Drill Down: Digitalbridge Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Digitalbridge ($DBRG) Q4 performance with CEO Marc Ganzi. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Digitalbridge leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #DBRG @Digitalbridge #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Digitalbridge Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack Digitalbridge ($DBRG) Q4 performance with CEO Marc Ganzi. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Digitalbridge leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#DBRG @Digitalbridge #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 292 Drill Down Earnings, Ep. 303: Analog Devices Q1 2026 earnings analysis – what you need to know ($ADI) 🎙️ The Drill Down: Analog Devices Q1 2026 Earnings Deep Dive 💡 Beyond the numbers: Unpack Analog Devices ($ADI) Q1 2026 performance with CEO Vincent Roche. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Analog Devices leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ADI @Analog Devices #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 21 Feb 2025 01:25:00 -0000 full Cory Johnson 🎙️ The Drill Down: Analog Devices Q1 2026 Earnings Deep Dive 💡 Beyond the numbers: Unpack Analog Devices ($ADI) Q1 2026 performance with CEO Vincent Roche. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Analog Devices leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ADI @Analog Devices #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Analog Devices Q1 2026 Earnings Deep Dive

💡 Beyond the numbers: Unpack Analog Devices ($ADI) Q1 2026 performance with CEO Vincent Roche. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Analog Devices leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#ADI @Analog Devices #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod



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]]> 360 Drill Down Earnings, Ep. 302: Cadence Design Systems Q4 earnings analysis – what you need to know ($CDNS) 🎙️ The Drill Down: Cadence Design Systems Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q4 performance with CEO Anirudh Devgan, PhD. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cadence Design Systems leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #CDNS @Cadence Design Systems #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 20 Feb 2025 00:43:00 -0000 full Cory Johnson 🎙️ The Drill Down: Cadence Design Systems Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q4 performance with CEO Anirudh Devgan, PhD. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cadence Design Systems leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #CDNS @Cadence Design Systems #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Cadence Design Systems Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q4 performance with CEO Anirudh Devgan, PhD. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Cadence Design Systems leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#CDNS @Cadence Design Systems #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 403 Drill Down Earnings, Ep. 301: Arista Networks Q4 earnings analysis – what you need to know ($ANET) 🎙️ The Drill Down: Arista Networks Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Arista Networks ($ANET) Q4 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’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Arista Networks leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ANET @Arista Networks #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 19 Feb 2025 19:50:00 -0000 full 2 301 Cory Johnson 🎙️ The Drill Down: Arista Networks Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Arista Networks ($ANET) Q4 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’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Arista Networks leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ANET @Arista Networks #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Arista Networks Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack Arista Networks ($ANET) Q4 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’s the business news behind stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Arista Networks leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#ANET @Arista Networks #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 587 Drill Down Earnings, Ep. 299: Applovin Q4 earnings analysis – what you need to know ($APP) 🎙️ The Drill Down: Applovin Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Applovin ($APP) Q4 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Applovin leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #APP @Applovin #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 15 Feb 2025 08:26:00 -0000 full 2 300 Cory Johnson 🎙️ The Drill Down: Applovin Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Applovin ($APP) Q4 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Applovin leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #APP @Applovin #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Applovin Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack Applovin ($APP) Q4 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Applovin leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#APP @Applovin #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod



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]]> 354 Drill Down Earnings, Ep. 300 (!): Cisco Systems Q2 Fiscal Year 2025 earnings analysis – what you need to know ($CSCO) 🎙️ The Drill Down: Cisco Systems Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cisco Systems ($CSCO) Q2 Fiscal Year 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 behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cisco Systems leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #CSCO @Cisco Systems #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 15 Feb 2025 08:26:00 -0000 full 2 300 Cory Johnson 🎙️ The Drill Down: Cisco Systems Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cisco Systems ($CSCO) Q2 Fiscal Year 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 behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cisco Systems leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #CSCO @Cisco Systems #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Cisco Systems Q2 Fiscal Year 2025 Earnings Deep Dive

💡 Beyond the numbers: Unpack Cisco Systems ($CSCO) Q2 Fiscal Year 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 behind stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Cisco Systems leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#CSCO @Cisco Systems #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod



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]]> 436 Drill Down Earnings, Ep. 298: Vertiv Q4 earnings analysis – what you need to know ($VRT) 🎙️ The Drill Down: Vertiv Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Vertiv ($VRT) Q4 performance with CEO Giordano Albertazzi. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Vertiv leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #VRT @Vertiv #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 13 Feb 2025 06:20:00 -0000 full 2 298 Cory Johnson 🎙️ The Drill Down: Vertiv Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Vertiv ($VRT) Q4 performance with CEO Giordano Albertazzi. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Vertiv leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #VRT @Vertiv #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Vertiv Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack Vertiv ($VRT) Q4 performance with CEO Giordano Albertazzi. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Vertiv leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#VRT @Vertiv #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod



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]]> 550 Drill Down Earnings, Ep. 297: Super Micro Computer Q4 earnings analysis – what you need to know ($SMCI) 🎙️ The Drill Down: Super Micro Computer Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Super Micro Computer ($SMCI) Q4 performance with CEO Charles Liang. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Super Micro Computer leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #SMCI @Super Micro Computer #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 12 Feb 2025 07:41:00 -0000 full 2 297 Cory Johnson 🎙️ The Drill Down: Super Micro Computer Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Super Micro Computer ($SMCI) Q4 performance with CEO Charles Liang. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Super Micro Computer leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #SMCI @Super Micro Computer #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Super Micro Computer Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack Super Micro Computer ($SMCI) Q4 performance with CEO Charles Liang. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Super Micro Computer leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#SMCI @Super Micro Computer #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod



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]]> 493 Drill Down Earnings, Ep. 296: Globalfoundries Q4 earnings analysis – what you need to know ($GFS) 🎙️ The Drill Down: Globalfoundries Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Globalfoundries ($GFS) Q4 performance with CEO Thomas Caulfield. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from COMPANYTK leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #GFS @Globalfoundries #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 12 Feb 2025 07:36:00 -0000 full 2 296 Cory Johnson 🎙️ The Drill Down: Globalfoundries Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Globalfoundries ($GFS) Q4 performance with CEO Thomas Caulfield. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from COMPANYTK leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #GFS @Globalfoundries #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Globalfoundries Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack Globalfoundries ($GFS) Q4 performance with CEO Thomas Caulfield. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from COMPANYTK leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#GFS @Globalfoundries #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod


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]]> 279 Drill Down Earnings, Ep. 295: Shopify Q4 earnings analysis – what you need to know ($SHOP) 🎙️ The Drill Down: Shopify Q4 Earnings Deep Dive 💡 Whoa Canada! Shopify is back. A look at Shopify ($SHOP) Q4 performance with Chief Platform Officer Harley Finkelstein. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Shopify leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #SHOP @Shopify #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 11 Feb 2025 20:27:00 -0000 full 2 295 Cory Johnson 🎙️ The Drill Down: Shopify Q4 Earnings Deep Dive 💡 Whoa Canada! Shopify is back. A look at Shopify ($SHOP) Q4 performance with Chief Platform Officer Harley Finkelstein. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Shopify leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #SHOP @Shopify #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Shopify Q4 Earnings Deep Dive

💡 Whoa Canada! Shopify is back. A look at Shopify ($SHOP) Q4 performance with Chief Platform Officer Harley Finkelstein. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Shopify leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#SHOP @Shopify #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 318 Drill Down Earnings, Ep. 294: Lattice Semiconductor Q4 earnings analysis – what you need to know ($LSCC) 🎙️ The Drill Down: Lattice Semiconductor Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Lattice Semiconductor ($LSCC) Q4 performance with CEO Ford Tarner. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Lattice Semiconductor leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #LSCC @Lattice Semiconductor #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 11 Feb 2025 00:24:00 -0000 full 2 294 Cory Johnson 🎙️ The Drill Down: Lattice Semiconductor Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Lattice Semiconductor ($LSCC) Q4 performance with CEO Ford Tarner. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Lattice Semiconductor leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #LSCC @Lattice Semiconductor #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Lattice Semiconductor Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack Lattice Semiconductor ($LSCC) Q4 performance with CEO Ford Tarner. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Lattice Semiconductor leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#LSCC @Lattice Semiconductor #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 299 Drill Down Earnings, Ep. 293: ON Semiconductor Q4 earnings analysis – what you need to know ($ON) 🎙️ The Drill Down: ON Semiconductor Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack ON Semiconductor ($ON) Q4 performance with CEO CEONAMETK. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ON Semiconductor leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ON @ON Semiconductor #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 11 Feb 2025 00:05:00 -0000 full 2 293 Cory Johnson 🎙️ The Drill Down: ON Semiconductor Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack ON Semiconductor ($ON) Q4 performance with CEO CEONAMETK. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ON Semiconductor leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ON @ON Semiconductor #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: ON Semiconductor Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack ON Semiconductor ($ON) Q4 performance with CEO CEONAMETK. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from ON Semiconductor leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#ON @ON Semiconductor #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 398 Drill Down Earnings, Ep. 292: Amazon.com Q4 earnings analysis – what you need to know ($AMZN) 🎙️ The Drill Down: Amazon.com Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q4 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Amazon.com leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AMZN @Amazon.com #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 07 Feb 2025 02:16:00 -0000 full 2 292 Cory Johnson 🎙️ The Drill Down: Amazon.com Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q4 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Amazon.com leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AMZN @Amazon.com #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Amazon.com Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q4 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Amazon.com leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#AMZN @Amazon.com #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod


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]]> 504 Drill Down Earnings, Ep. 291: Fortinet Q4 earnings analysis – what you need to know ($FTNT) 🎙️ The Drill Down: Fortinet Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Fortinet ($FTNT) Q4 performance with CEO Ken Xie. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Fortinet leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #FTNT @Fortinet #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 07 Feb 2025 01:18:00 -0000 full 2 291 Cory Johnson 🎙️ The Drill Down: Fortinet Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Fortinet ($FTNT) Q4 performance with CEO Ken Xie. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Fortinet leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #FTNT @Fortinet #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Fortinet Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack Fortinet ($FTNT) Q4 performance with CEO Ken Xie. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Fortinet leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#FTNT @Fortinet #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 357 Drill Down Earnings, Ep. 290: Cloudflare Q4 earnings analysis – what you need to know ($NET) 🎙️ The Drill Down: Cloudflare Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cloudflare ($NET) Q4 performance with CEO Matt Prince. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cloudflare leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #NET @Cloudflare #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 07 Feb 2025 00:33:00 -0000 full 2 293 Cory Johnson 🎙️ The Drill Down: Cloudflare Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cloudflare ($NET) Q4 performance with CEO Matt Prince. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cloudflare leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #NET @Cloudflare #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Cloudflare Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack Cloudflare ($NET) Q4 performance with CEO Matt Prince. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Cloudflare leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#NET @Cloudflare #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 326 Drill Down Earnings, Ep. 289: ARM Holdings Q3 earnings analysis – what you need to know ($ARM) 🎙️ The Drill Down: ARM Holdings Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack ARM Holdings ($ARM) Q3 performance with CEO Rene Haas. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ARM Holdings leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ARM @ARM Holdings #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 06 Feb 2025 02:17:00 -0000 full 2 289 Cory Johnson 🎙️ The Drill Down: ARM Holdings Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack ARM Holdings ($ARM) Q3 performance with CEO Rene Haas. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ARM Holdings leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ARM @ARM Holdings #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: ARM Holdings Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack ARM Holdings ($ARM) Q3 performance with CEO Rene Haas. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from ARM Holdings leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#ARM @ARM Holdings #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 267 Drill Down Earnings, Ep. 288: Qualcomm Q1 earnings analysis – what you need to know ($QCOM) 🎙️ The Drill Down: Qualcomm Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Qualcomm ($QCOM) Q1 performance with CEO Cristiano Amon. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Qualcomm leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #QCOM @Qualcomm #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 06 Feb 2025 01:28:00 -0000 full 2 288 Cory Johnson 🎙️ The Drill Down: Qualcomm Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Qualcomm ($QCOM) Q1 performance with CEO Cristiano Amon. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Qualcomm leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #QCOM @Qualcomm #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Qualcomm Q1 Earnings Deep Dive

💡 Beyond the numbers: Unpack Qualcomm ($QCOM) Q1 performance with CEO Cristiano Amon. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Qualcomm leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#QCOM @Qualcomm #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 256 Drill Down Earnings, Ep. 287: Coherent Q2 2025 earnings analysis – what you need to know ($COHR) 🎙️ The Drill Down: Coherent Q2 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Coherent ($COHR) Q2 2025 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Coherent leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #COHR @Coherent #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 06 Feb 2025 00:34:00 -0000 full 2 287 Cory Johnson 🎙️ The Drill Down: Coherent Q2 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Coherent ($COHR) Q2 2025 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Coherent leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #COHR @Coherent #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Coherent Q2 2025 Earnings Deep Dive

💡 Beyond the numbers: Unpack Coherent ($COHR) Q2 2025 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Coherent leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#COHR @Coherent #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 305 Drill Down Earnings, Ep. 286: Alphabet Q4 earnings analysis – what you need to know ($GOOG) 🎙️ The Drill Down: Alphabet Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Alphabet ($GOOG) Q4 performance with CEO Sundar Pichai. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Alphabet leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #GOOG @Alphabet #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 05 Feb 2025 02:07:00 -0000 full 2 286 Cory Johnson 🎙️ The Drill Down: Alphabet Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Alphabet ($GOOG) Q4 performance with CEO Sundar Pichai. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Alphabet leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #GOOG @Alphabet #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Alphabet Q4 Earnings Deep Dive


💡 Beyond the numbers: Unpack Alphabet ($GOOG) Q4 performance with CEO Sundar Pichai. 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.


🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Alphabet leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv


#GOOG @Alphabet #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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

]]> 297 Drill Down Earnings, Ep. 285: Snap Q4 earnings analysis – what you need to know ($SNAP) 🎙️ The Drill Down: Snap Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Snap ($SNAP) Q4 performance with CEO Evan Spiegel. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Snap leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #SNAP @Snap #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 05 Feb 2025 01:04:00 -0000 full 2 285 Cory Johnson 🎙️ The Drill Down: Snap Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Snap ($SNAP) Q4 performance with CEO Evan Spiegel. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Snap leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #SNAP @Snap #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Snap Q4 Earnings Deep Dive


💡 Beyond the numbers: Unpack Snap ($SNAP) Q4 performance with CEO Evan Spiegel. 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.


🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Snap leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv


#SNAP @Snap #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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

]]> 328 Drill Down Earnings, Ep. 284: Advanced Micro Devices Q4 earnings analysis – what you need to know ($AMD) 🎙️ The Drill Down: Advanced Micro Devices Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Advanced Micro Devices ($AMD) Q4 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Advanced Micro Devices leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AMD @Advanced Micro Devices #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 04 Feb 2025 23:43:00 -0000 full 2 284 Cory Johnson 🎙️ The Drill Down: Advanced Micro Devices Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Advanced Micro Devices ($AMD) Q4 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Advanced Micro Devices leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AMD @Advanced Micro Devices #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Advanced Micro Devices Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack Advanced Micro Devices ($AMD) Q4 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Advanced Micro Devices leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#AMD @Advanced Micro Devices #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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

]]> 347 Drill Down Earnings, Ep. 283: Fabrinet Q2 earnings analysis – what you need to know ($FN) 🎙️ The Drill Down: Fabrinet Q2 Earnings Deep Dive 💡 Beyond the numbers: Unpack Fabrinet ($FN) Q2 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Fabrinet leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #FN @Fabrinet #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 04 Feb 2025 01:18:00 -0000 full 2 283 Cory Johnson 🎙️ The Drill Down: Fabrinet Q2 Earnings Deep Dive 💡 Beyond the numbers: Unpack Fabrinet ($FN) Q2 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Fabrinet leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #FN @Fabrinet #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Fabrinet Q2 Earnings Deep Dive

💡 Beyond the numbers: Unpack Fabrinet ($FN) Q2 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Fabrinet leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#FN @Fabrinet #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 412 Drill Down Earnings, Ep. 282: Palantir Q4 earnings analysis – what you need to know ($PLTR) 🎙️ The Drill Down: Palantir Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Palantir ($PLTR) Q4 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Palantir leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #PLTR @Palantir #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 04 Feb 2025 00:06:00 -0000 full 2 282 Cory Johnson 🎙️ The Drill Down: Palantir Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Palantir ($PLTR) Q4 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Palantir leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #PLTR @Palantir #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Palantir Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack Palantir ($PLTR) Q4 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Palantir leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#PLTR @Palantir #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 335 Drill Down Earnings, Ep. 281: Apple Q1 2025 earnings analysis – what you need to know ($AAPL) 🎙️ The Drill Down: Apple Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Apple ($AAPL) Q1 2025 performance with CEO Tim Cook. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Apple leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AAPL @Apple #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 31 Jan 2025 01:21:00 -0000 full 2 281 Cory Johnson 🎙️ The Drill Down: Apple Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Apple ($AAPL) Q1 2025 performance with CEO Tim Cook. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Apple leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AAPL @Apple #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Apple Q1 2025 Earnings Deep Dive

💡 Beyond the numbers: Unpack Apple ($AAPL) Q1 2025 performance with CEO Tim Cook. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Apple leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#AAPL @Apple #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 399 Drill Down Earnings, Ep. 280: Intel Q4 earnings analysis – what you need to know ($INTC) 🎙️ The Drill Down: Intel Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Intel ($INTC) Q4 performance with CEO co-CEO Michelle Johnston Holthaus. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Intel leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #INTC @Intel #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 30 Jan 2025 23:57:00 -0000 full 2 280 Cory Johnson 🎙️ The Drill Down: Intel Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Intel ($INTC) Q4 performance with CEO co-CEO Michelle Johnston Holthaus. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Intel leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #INTC @Intel #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Intel Q4 Earnings Deep Dive


💡 Beyond the numbers: Unpack Intel ($INTC) Q4 performance with CEO co-CEO Michelle Johnston Holthaus. 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.


🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Intel leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv


#INTC @Intel #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 298 Drill Down Earnings, Ep. 279: IBM Q4 earnings analysis – what you need to know ($IBM) 🎙️ The Drill Down: IBM Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack IBM ($IBM) Q4 performance with CEO Arvind Krishna. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from IBM leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #IBM @IBM #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 30 Jan 2025 22:12:00 -0000 full 2 279 Cory Johnson 🎙️ The Drill Down: IBM Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack IBM ($IBM) Q4 performance with CEO Arvind Krishna. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from IBM leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #IBM @IBM #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: IBM Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack IBM ($IBM) Q4 performance with CEO Arvind Krishna. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from IBM leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#IBM @IBM #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 218 Drill Down Earnings, Ep. 278: Tesla Q4 earnings analysis – what you need to know ($TSLA) 🎙️ The Drill Down: Tesla Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Tesla ($TSLA) Q4 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 stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Tesla leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #TSLA @Tesla #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 30 Jan 2025 01:07:00 -0000 full 2 278 Cory Johnson 🎙️ The Drill Down: Tesla Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Tesla ($TSLA) Q4 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 stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Tesla leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #TSLA @Tesla #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Tesla Q4 Earnings Deep Dive


💡 Beyond the numbers: Unpack Tesla ($TSLA) Q4 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 stocks on the move.


🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Tesla leadership


🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv


#TSLA @Tesla #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 358 Drill Down Earnings, Ep. 277: Microsoft Q4 earnings analysis – what you need to know ($MSFT) 🎙️ The Drill Down: Microsoft Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q4 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Microsoft leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #MSFT @Microsoft #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 30 Jan 2025 00:32:00 -0000 full 2 277 Cory Johnson 🎙️ The Drill Down: Microsoft Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q4 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Microsoft leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #MSFT @Microsoft #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Microsoft Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q4 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Microsoft leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#MSFT @Microsoft #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 195 Drill Down Earnings, Ep. 276: ASML Q4 earnings analysis – what you need to know ($ASML) 🎙️ The Drill Down: ASML Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack ASML ($ASML) Q4 performance with CEO Christophe Forquet. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ASML leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ASML @ASML #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 29 Jan 2025 22:10:00 -0000 full 2 276 Cory Johnson 🎙️ The Drill Down: ASML Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack ASML ($ASML) Q4 performance with CEO Christophe Forquet. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ASML leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ASML @ASML #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: ASML Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack ASML ($ASML) Q4 performance with CEO Christophe Forquet. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from ASML leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#ASML @ASML #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod



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]]> 380 Drill Down Earnings, Ep. 275: F5 Q1 2025 earnings analysis – what you need to know ($FFIV) 🎙️ The Drill Down: F5 Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack F5 ($FFIV) Q1 2025 performance with CEO François Locoh-Donou. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from F5 leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #FFIV @F5 #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 29 Jan 2025 09:27:00 -0000 full 2 275 Cory Johnson 🎙️ The Drill Down: F5 Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack F5 ($FFIV) Q1 2025 performance with CEO François Locoh-Donou. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from F5 leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #FFIV @F5 #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: F5 Q1 2025 Earnings Deep Dive

💡 Beyond the numbers: Unpack F5 ($FFIV) Q1 2025 performance with CEO François Locoh-Donou. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from F5 leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#FFIV @F5 #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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

]]> 255 Drill Down Earnings, Ep. 274: SAP €40B promise Q4 earnings analysis and a – what you need to know ($SAP) 🎙️ The Drill Down: SAP Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack SAP ($SAP) Q4 performance with CEO Christian Klein. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from SAP leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #SAP @SAP #SoftwareStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 29 Jan 2025 09:26:00 -0000 full 2 274 Cory Johnson 🎙️ The Drill Down: SAP Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack SAP ($SAP) Q4 performance with CEO Christian Klein. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from SAP leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #SAP @SAP #SoftwareStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: SAP Q4 Earnings Deep Dive


💡 Beyond the numbers: Unpack SAP ($SAP) Q4 performance with CEO Christian Klein. 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.


🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from SAP leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv


#SAP @SAP #SoftwareStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 301 Drill Down Earnings, Ep. 273: Micron Technology Q1 2025 earnings analysis – what you need to know ($MU). 🎙️ The Drill Down: Micron Technology Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Micron Technology ($MU) Q1 2025 performance with Sanjay Mehrotra. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Micron Technology leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #MU @Micron Technology #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 20 Dec 2024 02:07:00 -0000 full 2 273 Cory Johnson 🎙️ The Drill Down: Micron Technology Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Micron Technology ($MU) Q1 2025 performance with Sanjay Mehrotra. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Micron Technology leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #MU @Micron Technology #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Micron Technology Q1 2025 Earnings Deep Dive

💡 Beyond the numbers: Unpack Micron Technology ($MU) Q1 2025 performance with Sanjay Mehrotra. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Micron Technology leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#MU @Micron Technology #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 391 Drill Down Earnings, Ep. 272: Broadcom Q4 2024 earnings analysis – what you need to know ($AVGO) 🎙️ The Drill Down: Broadcom Q4 2024 Earnings Deep Dive 💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q4 2024 performance with 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 stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Broadcom leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AVGO @Broadcom #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 13 Dec 2024 01:36:00 -0000 full 2 272 Cory Johnson 🎙️ The Drill Down: Broadcom Q4 2024 Earnings Deep Dive 💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q4 2024 performance with 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 stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Broadcom leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AVGO @Broadcom #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Broadcom Q4 2024 Earnings Deep Dive

💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q4 2024 performance with 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 stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Broadcom leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#AVGO @Broadcom #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod



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]]> 275 Drill Down Earnings, Ep. 271: Adobe Q4 2024 earnings analysis – what you need to know ($ADBE). 🎙️ The Drill Down: Adobe Q4 2024 Earnings Deep Dive 💡 Beyond the numbers: Unpack Adobe ($ADBE) Q4 2024 performance with Shantanu Narayen. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Adobe leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ADBE @Adobe #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 12 Dec 2024 00:43:00 -0000 full 2 271 Cory Johnson 🎙️ The Drill Down: Adobe Q4 2024 Earnings Deep Dive 💡 Beyond the numbers: Unpack Adobe ($ADBE) Q4 2024 performance with Shantanu Narayen. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Adobe leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ADBE @Adobe #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Adobe Q4 2024 Earnings Deep Dive

💡 Beyond the numbers: Unpack Adobe ($ADBE) Q4 2024 performance with Shantanu Narayen. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Adobe leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#ADBE @Adobe #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod



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]]> 374 Drill Down Earnings, Ep. 269: Oracle Q2 Fiscal Year 2025 earnings analysis – what you need to know ($ORCL) 🎙️ The Drill Down: Oracle Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Oracle ($ORCL) Q2 Fiscal Year 2025 performance with Oracle Founder and the world's fourth richest person Larry Ellison. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Oracle leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ORCL @Oracle #Software #AI #DataCenter #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 10 Dec 2024 08:26:00 -0000 full 2 268 Cory Johnson 🎙️ The Drill Down: Oracle Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Oracle ($ORCL) Q2 Fiscal Year 2025 performance with Oracle Founder and the world's fourth richest person Larry Ellison. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Oracle leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ORCL @Oracle #Software #AI #DataCenter #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Oracle Q2 Fiscal Year 2025 Earnings Deep Dive

💡 Beyond the numbers: Unpack Oracle ($ORCL) Q2 Fiscal Year 2025 performance with Oracle Founder and the world's fourth richest person Larry Ellison. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Oracle leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#ORCL @Oracle #Software #AI #DataCenter #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 477 Drill Down Earnings, Ep. 270: C3.ai Q2 2025 earnings analysis – what you need to know ($AI) 🎙️ The Drill Down: C3.ai Q2 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack C3.ai ($AI) Q2 2025 performance with Tom Siebel. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from C3.ai leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AI @C3.ai #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 10 Dec 2024 04:22:00 -0000 full 2 270 Cory Johnson 🎙️ The Drill Down: C3.ai Q2 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack C3.ai ($AI) Q2 2025 performance with Tom Siebel. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from C3.ai leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AI @C3.ai #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: C3.ai Q2 2025 Earnings Deep Dive

💡 Beyond the numbers: Unpack C3.ai ($AI) Q2 2025 performance with Tom Siebel. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from C3.ai leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#AI @C3.ai #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 367 Drill Down Earnings, Ep. 267: Hewlett Packard Enterprise Q4 earnings analysis – what you need to know ($HPE) 🎙️ The Drill Down: Hewlett Packard Enterprise Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q4 performance with Antonio Neri. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Hewlett Packard Enterprise leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #HPE @Hewlett Packard Enterprise #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 06 Dec 2024 01:49:00 -0000 full 2 267 Cory Johnson 🎙️ The Drill Down: Hewlett Packard Enterprise Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q4 performance with Antonio Neri. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Hewlett Packard Enterprise leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #HPE @Hewlett Packard Enterprise #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Hewlett Packard Enterprise Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q4 performance with Antonio Neri. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Hewlett Packard Enterprise leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#HPE @Hewlett Packard Enterprise #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 378 The Drill Down Insider: Synopsys CFO Shelagh Glaser 🎙️ The Drill Down Insider: Synopsys CFO Shelagh Glaser 💡 Join host Cory Johnson for an in-depth conversation with Synopsys CFO Shelagh Glaser, exploring how finance and engineering can find optimism and excitement in the evolving world of AI. 🔍 In this revealing episode, they unpack: Embracing the opportunities of designing tools for an AI-driven future Finding inspiration in the potential of advanced technologies  Leading through transformative changes like mergers, spinoffs, and a CEO transition Fostering cross-functional collaboration between finance and engineering  Synopsys' vision for empowering chip designers in the age of AI 🧠 The Drill Down Insider brings you an unfiltered, behind-the-scenes look at one of tech's most dynamic leaders. Join Cory Johnson as he drills down into the strategic decisions, technical innovations and leadership insights propelling technology-driven change. Don't miss this compelling conversation that gets to the heart of how Yext is  📺 Full episode: https://www.youtube.com/@DrillDownPod  🐦 Follow Cory: https://x.com/corytv  #Synopsys @Synopsys #SNPS #AIChipDesign #FinanceAndEngineering #InspiredLeadership #ManagingChange #CollaborationInTech #Semiconductors #AIPoweredTools #FinanceOptimism #EngineeringInnovation #ChiefFinancialOfficer #CFO #WomenInFinance #WomenInTech @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 06 Dec 2024 00:31:00 -0000 full 3 6 Cory Johnson 🎙️ The Drill Down Insider: Synopsys CFO Shelagh Glaser 💡 Join host Cory Johnson for an in-depth conversation with Synopsys CFO Shelagh Glaser, exploring how finance and engineering can find optimism and excitement in the evolving world of AI. 🔍 In this revealing episode, they unpack: Embracing the opportunities of designing tools for an AI-driven future Finding inspiration in the potential of advanced technologies  Leading through transformative changes like mergers, spinoffs, and a CEO transition Fostering cross-functional collaboration between finance and engineering  Synopsys' vision for empowering chip designers in the age of AI 🧠 The Drill Down Insider brings you an unfiltered, behind-the-scenes look at one of tech's most dynamic leaders. Join Cory Johnson as he drills down into the strategic decisions, technical innovations and leadership insights propelling technology-driven change. Don't miss this compelling conversation that gets to the heart of how Yext is  📺 Full episode: https://www.youtube.com/@DrillDownPod  🐦 Follow Cory: https://x.com/corytv  #Synopsys @Synopsys #SNPS #AIChipDesign #FinanceAndEngineering #InspiredLeadership #ManagingChange #CollaborationInTech #Semiconductors #AIPoweredTools #FinanceOptimism #EngineeringInnovation #ChiefFinancialOfficer #CFO #WomenInFinance #WomenInTech @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down Insider: Synopsys CFO Shelagh Glaser


💡 Join host Cory Johnson for an in-depth conversation with Synopsys CFO Shelagh Glaser, exploring how finance and engineering can find optimism and excitement in the evolving world of AI.

🔍 In this revealing episode, they unpack:

  • Embracing the opportunities of designing tools for an AI-driven future
  • Finding inspiration in the potential of advanced technologies 
  • Leading through transformative changes like mergers, spinoffs, and a CEO transition
  • Fostering cross-functional collaboration between finance and engineering 
  • Synopsys' vision for empowering chip designers in the age of AI

🧠 The Drill Down Insider brings you an unfiltered, behind-the-scenes look at one of tech's most dynamic leaders. Join Cory Johnson as he drills down into the strategic decisions, technical innovations and leadership insights propelling technology-driven change.

Don't miss this compelling conversation that gets to the heart of how Yext is 

📺 Full episode: https://www.youtube.com/@DrillDownPod 

🐦 Follow Cory: https://x.com/corytv 

#Synopsys @Synopsys #SNPS #AIChipDesign #FinanceAndEngineering #InspiredLeadership #ManagingChange #CollaborationInTech #Semiconductors #AIPoweredTools #FinanceOptimism #EngineeringInnovation #ChiefFinancialOfficer #CFO #WomenInFinance #WomenInTech @DrillDownPod

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]]> 1066 Drill Down Earnings, Ep. 266: Synopsys Q4 earnings analysis – what you need to know ($SNPS) 🎙️ The Drill Down: Synopsys Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q4 performance with Sassine Ghazi. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Synopsys leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #SNPS @Synopsys #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 05 Dec 2024 01:34:00 -0000 full 2 266 Cory Johnson 🎙️ The Drill Down: Synopsys Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q4 performance with Sassine Ghazi. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Synopsys leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #SNPS @Synopsys #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Synopsys Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q4 performance with Sassine Ghazi. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Synopsys leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#SNPS @Synopsys #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 407 Drill Down Insider w. Yext CEO Michael Walrath 🎙️ The Drill Down Insider: Yext CEO Michael Walrath 💡 Take a deep dive with host Cory Johnson as he sits down with Michael Walrath, CEO of Yext, for a candid conversation about leading an AI-powered search platform in today's tech landscape. This exclusive interview moves beyond surface-level tech talk to explore how Yext is revolutionizing digital knowledge management and enterprise search. 🔍 In this revealing episode, Johnson and Walrath unpack: How Yext's AI-powered search platform is transforming how businesses manage and deliver digital information The challenges and opportunities of integrating generative AI into enterprise search solutions Walrath's unique leadership philosophy in driving Yext's innovation The future of answers and knowledge management in the digital age 🧠 The Drill Down Insider brings you an unfiltered, behind-the-scenes look at one of tech's most dynamic leaders. Join Cory Johnson as he drills down into the strategic decisions, technical innovations, and leadership insights driving Yext's evolution in the AI-powered search space. Don't miss this compelling conversation that gets to the heart of how Yext is revolutionizing the way businesses connect with their customers through intelligent search solutions. 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #YEXT @Yext #AnswersPlatform #KnowledgeManagement #EnterpriseSearch #AISearch #GenAI #CustomerExperience #DigitalTransformation #BusinessAI #SearchTechnology #KnowledgeGraph #TechLeadership #SaaS #NYSE #EnterpriseAI #CEOInterviews @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 05 Dec 2024 01:27:00 -0000 full 3 4 Cory Johnson 🎙️ The Drill Down Insider: Yext CEO Michael Walrath 💡 Take a deep dive with host Cory Johnson as he sits down with Michael Walrath, CEO of Yext, for a candid conversation about leading an AI-powered search platform in today's tech landscape. This exclusive interview moves beyond surface-level tech talk to explore how Yext is revolutionizing digital knowledge management and enterprise search. 🔍 In this revealing episode, Johnson and Walrath unpack: How Yext's AI-powered search platform is transforming how businesses manage and deliver digital information The challenges and opportunities of integrating generative AI into enterprise search solutions Walrath's unique leadership philosophy in driving Yext's innovation The future of answers and knowledge management in the digital age 🧠 The Drill Down Insider brings you an unfiltered, behind-the-scenes look at one of tech's most dynamic leaders. Join Cory Johnson as he drills down into the strategic decisions, technical innovations, and leadership insights driving Yext's evolution in the AI-powered search space. Don't miss this compelling conversation that gets to the heart of how Yext is revolutionizing the way businesses connect with their customers through intelligent search solutions. 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #YEXT @Yext #AnswersPlatform #KnowledgeManagement #EnterpriseSearch #AISearch #GenAI #CustomerExperience #DigitalTransformation #BusinessAI #SearchTechnology #KnowledgeGraph #TechLeadership #SaaS #NYSE #EnterpriseAI #CEOInterviews @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down Insider: Yext CEO Michael Walrath

💡 Take a deep dive with host Cory Johnson as he sits down with Michael Walrath, CEO of Yext, for a candid conversation about leading an AI-powered search platform in today's tech landscape. This exclusive interview moves beyond surface-level tech talk to explore how Yext is revolutionizing digital knowledge management and enterprise search.

🔍 In this revealing episode, Johnson and Walrath unpack:

  • How Yext's AI-powered search platform is transforming how businesses manage and deliver digital information
  • The challenges and opportunities of integrating generative AI into enterprise search solutions
  • Walrath's unique leadership philosophy in driving Yext's innovation
  • The future of answers and knowledge management in the digital age

🧠 The Drill Down Insider brings you an unfiltered, behind-the-scenes look at one of tech's most dynamic leaders. Join Cory Johnson as he drills down into the strategic decisions, technical innovations, and leadership insights driving Yext's evolution in the AI-powered search space.

Don't miss this compelling conversation that gets to the heart of how Yext is revolutionizing the way businesses connect with their customers through intelligent search solutions.

📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #YEXT @Yext #AnswersPlatform #KnowledgeManagement #EnterpriseSearch #AISearch #GenAI #CustomerExperience #DigitalTransformation #BusinessAI #SearchTechnology #KnowledgeGraph #TechLeadership #SaaS #NYSE #EnterpriseAI #CEOInterviews @DrillDownPod

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]]> 1389 Drill Down Insider w. Elastic CEO Ash Kulkarni The story of Elastic’s essential service to the world of AI ($ESTC). 🎙️ The Drill Down Insider: . Elastic CEO Ash Kulkarni 💡 Take a deep dive with host Cory Johnson as he sits down with Ash Kulkarni, CEO of Elastic, for a candid conversation about leading an AI-powered enterprise in today's tech landscape. This exclusive interview moves beyond surface-level tech talk to explore how Elastic is revolutionizing search, security and observability through artificial intelligence. 🔍 In this revealing episode, Johnson and Kulkarni unpack: Elastic's transformation into an AI-first enterprise platform The challenges and opportunities of integrating generative AI into search technology Kulkarni's unique leadership philosophy in the rapidly evolving AI landscape The future of vectorization of data 🧠 The Drill Down Insider brings you an unfiltered, behind-the-scenes look at one of tech's most dynamic leaders. Join Cory Johnson as he drills down into the strategic decisions, technical innovations, and leadership insights driving Elastic's AI evolution. Don't miss this compelling conversation that gets to the heart of how established tech companies are navigating the AI and technology-driven change. 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ESTC @Elastic #SoftwareStocks #TechInvesting #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #MachineLearning #AI #ArtificialIntelligence #Search #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 04 Dec 2024 04:33:00 -0000 full 3 3 Cory Johnson 🎙️ The Drill Down Insider: . Elastic CEO Ash Kulkarni 💡 Take a deep dive with host Cory Johnson as he sits down with Ash Kulkarni, CEO of Elastic, for a candid conversation about leading an AI-powered enterprise in today's tech landscape. This exclusive interview moves beyond surface-level tech talk to explore how Elastic is revolutionizing search, security and observability through artificial intelligence. 🔍 In this revealing episode, Johnson and Kulkarni unpack: Elastic's transformation into an AI-first enterprise platform The challenges and opportunities of integrating generative AI into search technology Kulkarni's unique leadership philosophy in the rapidly evolving AI landscape The future of vectorization of data 🧠 The Drill Down Insider brings you an unfiltered, behind-the-scenes look at one of tech's most dynamic leaders. Join Cory Johnson as he drills down into the strategic decisions, technical innovations, and leadership insights driving Elastic's AI evolution. Don't miss this compelling conversation that gets to the heart of how established tech companies are navigating the AI and technology-driven change. 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ESTC @Elastic #SoftwareStocks #TechInvesting #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #MachineLearning #AI #ArtificialIntelligence #Search #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down Insider: . Elastic CEO Ash Kulkarni


💡 Take a deep dive with host Cory Johnson as he sits down with Ash Kulkarni, CEO of Elastic, for a candid conversation about leading an AI-powered enterprise in today's tech landscape. This exclusive interview moves beyond surface-level tech talk to explore how Elastic is revolutionizing search, security and observability through artificial intelligence.


🔍 In this revealing episode, Johnson and Kulkarni unpack:

  • Elastic's transformation into an AI-first enterprise platform
  • The challenges and opportunities of integrating generative AI into search technology
  • Kulkarni's unique leadership philosophy in the rapidly evolving AI landscape
  • The future of vectorization of data

🧠 The Drill Down Insider brings you an unfiltered, behind-the-scenes look at one of tech's most dynamic leaders. Join Cory Johnson as he drills down into the strategic decisions, technical innovations, and leadership insights driving Elastic's AI evolution.

Don't miss this compelling conversation that gets to the heart of how established tech companies are navigating the AI and technology-driven change.


📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv


#ESTC @Elastic #SoftwareStocks #TechInvesting #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #MachineLearning #AI #ArtificialIntelligence #Search #Stocks #Trading #Software #Business @DrillDownPod



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]]> 1316 Drill Down Earnings, Ep. 265: Okta Q3 earnings analysis – what you need to know ($OKTA) 🎙️ The Drill Down: Okta Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Okta ($OKTA) Q3 performance with 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 behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Okta leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #OKTA @Okta #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 04 Dec 2024 04:21:00 -0000 full 2 265 Cory Johnson 🎙️ The Drill Down: Okta Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Okta ($OKTA) Q3 performance with 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 behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Okta leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #OKTA @Okta #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Okta Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack Okta ($OKTA) Q3 performance with 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 behind stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Okta leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#OKTA @Okta #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod



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]]> 343 Drill Down Earnings, Ep. 264: Box Q3 earnings analysis – what you need to know ($BOX) 🎙️ The Drill Down: Box Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Box ($BOX) Q3 performance with 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 stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Box leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #BOX @Box #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 04 Dec 2024 04:13:00 -0000 full 2 264 Cory Johnson 🎙️ The Drill Down: Box Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Box ($BOX) Q3 performance with 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 stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Box leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #BOX @Box #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Box Q3 Earnings Deep Dive


💡 Beyond the numbers: Unpack Box ($BOX) Q3 performance with 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 stocks on the move.


🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Box leadership


🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv


#BOX @Box #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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

]]> 366 Drill Down Earnings, Ep. 263: Zscaler Fiscal Q1 2026 earnings analysis – what you need to know ($ZS) 🎙️ The Drill Down: Zscaler Fiscal Q1 2026 Earnings Deep Dive 💡 Beyond the numbers: Unpack Zscaler ($ZS) Fiscal Q1 2025 performance with Jay Chaudhry. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Zscaler leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ZS @Zscaler #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 03 Dec 2024 02:03:00 -0000 full 2 258 Cory Johnson 🎙️ The Drill Down: Zscaler Fiscal Q1 2026 Earnings Deep Dive 💡 Beyond the numbers: Unpack Zscaler ($ZS) Fiscal Q1 2025 performance with Jay Chaudhry. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Zscaler leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ZS @Zscaler #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Zscaler Fiscal Q1 2026 Earnings Deep Dive

💡 Beyond the numbers: Unpack Zscaler ($ZS) Fiscal Q1 2025 performance with Jay Chaudhry. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Zscaler leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#ZS @Zscaler #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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

]]> 335 Drill Down Earnings, Ep. 262: Crowdstrike Q3 earnings analysis – what you need to know ($CRWD) 🎙️ The Drill Down: Crowdstrike Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Crowdstrike ($CRWD) Q3 performance with George Kurtz. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Crowdstrike leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #CRWD @Crowdstrike #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 27 Nov 2024 01:00:00 -0000 full 2 262 Cory Johnson 🎙️ The Drill Down: Crowdstrike Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Crowdstrike ($CRWD) Q3 performance with George Kurtz. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Crowdstrike leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #CRWD @Crowdstrike #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Crowdstrike Q3 Earnings Deep Dive


💡 Beyond the numbers: Unpack Crowdstrike ($CRWD) Q3 performance with George Kurtz. 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.


🔍 In just 5 minutes, get:

Key financial highlights

Strategic moves with insight into the industry

Unfiltered information straight from Crowdstrike leadership


🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv


#CRWD @Crowdstrike #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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

]]> 401 Drill Down Earnings, Ep. 261: Dell Q3 earnings analysis – what you need to know ($DELL) 🎙️ The Drill Down: Dell Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Dell ($DELL) Q3 performance with CFO Jeff Clarke. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Dell leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #DELL @Dell #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 27 Nov 2024 00:11:00 -0000 full 2 261 Cory Johnson 🎙️ The Drill Down: Dell Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Dell ($DELL) Q3 performance with CFO Jeff Clarke. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Dell leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #DELL @Dell #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Dell Q3 Earnings Deep Dive


💡 Beyond the numbers: Unpack Dell ($DELL) Q3 performance with CFO Jeff Clarke. 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.


🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Dell leadership


🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv


#DELL @Dell #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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

]]> 425 Drill Down Earnings, Ep. 260: Elastic Q2 earnings analysis – what you need to know ($ESTC) 🎙️ The Drill Down: Elastic Q2 Earnings Deep Dive 💡 Beyond the numbers: Unpack Elastic ($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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Elastic leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ESTC @Elastic #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 26 Nov 2024 01:15:00 -0000 full 2 263 Cory Johnson 🎙️ The Drill Down: Elastic Q2 Earnings Deep Dive 💡 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Elastic leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ESTC @Elastic #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Elastic Q2 Earnings Deep Dive


💡 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.


🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Elastic leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv


#ESTC @Elastic #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 453 Drill Down Earnings, Ep. 259: Palo Alto Networks Q3 earnings analysis – what you need to know ($PANW) 🎙️ The Drill Down: Palo Alto Networks Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q3 performance with 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Palo Alto Networks leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #PANW @Palo Alto Networks #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 21 Nov 2024 04:41:00 -0000 full 2 213 Cory Johnson 🎙️ The Drill Down: Palo Alto Networks Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q3 performance with 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Palo Alto Networks leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #PANW @Palo Alto Networks #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Palo Alto Networks Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q3 performance with 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Palo Alto Networks leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#PANW @Palo Alto Networks #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 387 Drill Down Earnings, Ep. 258: NVIDIA Q3 earnings analysis – what you need to know ($NVDA) 🎙️ The Drill Down: NVIDIA Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q3 performance with 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from NVIDIA leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #NVDA @NVIDIA #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 21 Nov 2024 04:15:00 -0000 full 2 258 Cory Johnson 🎙️ The Drill Down: NVIDIA Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q3 performance with 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from NVIDIA leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #NVDA @NVIDIA #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: NVIDIA Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q3 performance with 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from NVIDIA leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#NVDA @NVIDIA #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod

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]]> 484 Drill Down Earnings, Ep. 257: Applied Materials Q4 2024 earnings analysis – what you need to know ($AMAT) 🎙️ The Drill Down: Applied Materials Q4 2024 Earnings Deep Dive 💡 Beyond the numbers: Unpack Applied Materials ($AMAT) Q4 2024 performance with Gary Dickerson. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Applied Materials leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AMAT @Applied Materials #SemiconductorStocks #TechInvesting #AI #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 15 Nov 2024 22:04:00 -0000 full 2 257 Cory Johnson 🎙️ The Drill Down: Applied Materials Q4 2024 Earnings Deep Dive 💡 Beyond the numbers: Unpack Applied Materials ($AMAT) Q4 2024 performance with Gary Dickerson. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Applied Materials leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AMAT @Applied Materials #SemiconductorStocks #TechInvesting #AI #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Applied Materials Q4 2024 Earnings Deep Dive


💡 Beyond the numbers: Unpack Applied Materials ($AMAT) Q4 2024 performance with Gary Dickerson. 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.


🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Applied Materials leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv


#AMAT @Applied Materials #SemiconductorStocks #TechInvesting #AI #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 381 Drill Down Earnings, Ep. 256: Cisco Q1 2025 earnings analysis – what you need to know ($CSCO) 🎙️ The Drill Down: Cisco Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cisco ($CSCO) Q1 2025 performance with 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cisco leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #CSCO @Cisco #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 14 Nov 2024 01:15:00 -0000 full 2 255 Cory Johnson 🎙️ The Drill Down: Cisco Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cisco ($CSCO) Q1 2025 performance with 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cisco leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #CSCO @Cisco #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Cisco Q1 2025 Earnings Deep Dive

💡 Beyond the numbers: Unpack Cisco ($CSCO) Q1 2025 performance with 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Cisco leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#CSCO @Cisco #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 397 Drill Down Earnings, Ep. 255: Applied Optoelectronics Q3 earnings analysis – what you need to know ($AAOI) 🎙️ The Drill Down: Applied Optoelectronics Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q3 performance with CFO Dr. Stefan Murry. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Applied Optoelectronics leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AAOI @Applied Optoelectronics #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 08 Nov 2024 00:34:00 -0000 full 2 255 Cory Johnson 🎙️ The Drill Down: Applied Optoelectronics Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q3 performance with CFO Dr. Stefan Murry. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Applied Optoelectronics leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AAOI @Applied Optoelectronics #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Applied Optoelectronics Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q3 performance with CFO Dr. Stefan Murry. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Applied Optoelectronics leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#AAOI @Applied Optoelectronics #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 336 Drill Down Earnings, Ep. 254: Arista Networks Q3 earnings analysis – what you need to know ($ANET). 🎙️ The Drill Down: Arista Networks Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Arista Networks ($ANET) Q3 performance with Jayshree Ullal. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Arista Networks leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ANET @Arista Networks #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 07 Nov 2024 23:56:00 -0000 full 2 254 Cory Johnson 🎙️ The Drill Down: Arista Networks Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Arista Networks ($ANET) Q3 performance with Jayshree Ullal. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Arista Networks leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ANET @Arista Networks #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Arista Networks Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack Arista Networks ($ANET) Q3 performance with Jayshree Ullal. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Arista Networks leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#ANET @Arista Networks #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 291 Drill Down Earnings, Ep. 253: Cloudflare Q3 earnings analysis – what you need to know ($NET) 🎙️ The Drill Down: Cloudflare Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cloudflare ($NET) Q3 performance with Matthew Prince. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cloudflare leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #NET @Cloudflare #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 07 Nov 2024 23:52:00 -0000 full 2 253 Cory Johnson 🎙️ The Drill Down: Cloudflare Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cloudflare ($NET) Q3 performance with Matthew Prince. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cloudflare leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #NET @Cloudflare #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Cloudflare Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack Cloudflare ($NET) Q3 performance with Matthew Prince. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Cloudflare leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#NET @Cloudflare #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 219 Drill Down Earnings, Ep. 252: Coherent Q1 FY 2024 earnings analysis – what you need to know ($COHR) 🎙️ The Drill Down: Coherent Q1 FY 2024 Earnings Deep Dive 💡 Beyond the numbers: Unpack Coherent ($COHR) Q1 FY 2024 performance with 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Coherent leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #COHR @Coherent #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 07 Nov 2024 02:05:00 -0000 full 2 256 Cory Johnson 🎙️ The Drill Down: Coherent Q1 FY 2024 Earnings Deep Dive 💡 Beyond the numbers: Unpack Coherent ($COHR) Q1 FY 2024 performance with 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Coherent leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #COHR @Coherent #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Coherent Q1 FY 2024 Earnings Deep Dive

💡 Beyond the numbers: Unpack Coherent ($COHR) Q1 FY 2024 performance with 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Coherent leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#COHR @Coherent #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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

]]> 316 Drill Down Earnings, Ep. 251: Arm Fiscal Year Q2 2025 earnings analysis – what you need to know ($ARM) 🎙️ The Drill Down: Arm Fiscal Year Q2 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Arm ($ARM) Fiscal Year Q2 2025 performance with Rene Haas. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Arm leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ARM @Arm #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 07 Nov 2024 01:37:00 -0000 full 2 251 Cory Johnson 🎙️ The Drill Down: Arm Fiscal Year Q2 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Arm ($ARM) Fiscal Year Q2 2025 performance with Rene Haas. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Arm leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ARM @Arm #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Arm Fiscal Year Q2 2025 Earnings Deep Dive

💡 Beyond the numbers: Unpack Arm ($ARM) Fiscal Year Q2 2025 performance with Rene Haas. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Arm leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#ARM @Arm #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 291 Drill Down Earnings, Ep. 250: Qualcomm Q3 earnings analysis – what you need to know ($QCOM) 🎙️ The Drill Down: Qualcomm Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Qualcomm ($QCOM) Q3 performance with Cristiano Amon. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Qualcomm leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #QCOM @Qualcomm #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 06 Nov 2024 23:57:00 -0000 full 2 253 Cory Johnson 🎙️ The Drill Down: Qualcomm Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Qualcomm ($QCOM) Q3 performance with Cristiano Amon. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Qualcomm leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #QCOM @Qualcomm #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Qualcomm Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack Qualcomm ($QCOM) Q3 performance with Cristiano Amon. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Qualcomm leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#QCOM @Qualcomm #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 276 Drill Down Earnings, Ep. 249: Supermicro Q3 earnings analysis – what you need to know ($SMCI) 🎙️ The Drill Down: Supermicro Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Supermicro ($SMCI) Q3 performance with Charles Liang. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Supermicro leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #SMCI @Supermicro #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 06 Nov 2024 01:37:00 -0000 full 2 249 Cory Johnson 🎙️ The Drill Down: Supermicro Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Supermicro ($SMCI) Q3 performance with Charles Liang. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Supermicro leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #SMCI @Supermicro #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Supermicro Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack Supermicro ($SMCI) Q3 performance with Charles Liang. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Supermicro leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#SMCI @Supermicro #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 376 Drill Down Earnings, Ep. 248: Globalfoundries Q3 earnings analysis – what you need to know ($GFS) 🎙️ The Drill Down: Globalfoundries Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Global Founderies ($GFS) Q3 performance with Thomas Caulfield. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Global Founderies leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #GFS @Global Founderies #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 06 Nov 2024 01:07:00 -0000 full 2 248 Cory Johnson 🎙️ The Drill Down: Globalfoundries Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Global Founderies ($GFS) Q3 performance with Thomas Caulfield. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Global Founderies leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #GFS @Global Founderies #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Globalfoundries Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack Global Founderies ($GFS) Q3 performance with Thomas Caulfield. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Global Founderies leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#GFS @Global Founderies #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 255 Drill Down Earnings, Ep. 247: Fabrinet Q1 2025 earnings analysis – what you need to know ($FN) 🎙️ The Drill Down: Fabrinet Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Fabrinet ($FN) Q1 2025 performance with 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Fabrinet leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #FN @Fabrinet #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 05 Nov 2024 02:06:00 -0000 full 2 247 Cory Johnson 🎙️ The Drill Down: Fabrinet Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Fabrinet ($FN) Q1 2025 performance with 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Fabrinet leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #FN @Fabrinet #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Fabrinet Q1 2025 Earnings Deep Dive

💡 Beyond the numbers: Unpack Fabrinet ($FN) Q1 2025 performance with 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Fabrinet leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#FN @Fabrinet #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 258 Drill Down Earnings, Ep. 246: Lattice Semiconductor Q3 earnings analysis – what you need to know ($LSCC) 🎙️ The Drill Down: Lattice Semiconductor Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Lattice Semiconductor ($LSCC) Q3 performance with new CEO Ford Tamer. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Lattice Semiconductor leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #LSCC @Lattice Semiconductor #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #FPGA #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 05 Nov 2024 01:23:00 -0000 full 2 246 Cory Johnson 🎙️ The Drill Down: Lattice Semiconductor Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Lattice Semiconductor ($LSCC) Q3 performance with new CEO Ford Tamer. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Lattice Semiconductor leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #LSCC @Lattice Semiconductor #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #FPGA #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Lattice Semiconductor Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack Lattice Semiconductor ($LSCC) Q3 performance with new CEO Ford Tamer. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Lattice Semiconductor leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#LSCC @Lattice Semiconductor #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #FPGA #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 338 Drill Down Earnings, Ep. 245: Palantir Q3 earnings analysis – what you need to know ($PLTR). 🎙️ The Drill Down: Palantir Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Palantir ($PLTR) Q3 performance with  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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Palantir leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #PLTR @Palantir #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 05 Nov 2024 00:44:00 -0000 full 2 245 Cory Johnson 🎙️ The Drill Down: Palantir Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Palantir ($PLTR) Q3 performance with  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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Palantir leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #PLTR @Palantir #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Palantir Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack Palantir ($PLTR) Q3 performance with  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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Palantir leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#PLTR @Palantir #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 331 Drill Down Earnings, Ep. 244: Amazon.com Q3 earnings analysis – what you need to know ($AMZN) 🎙️ The Drill Down: Amazon.com Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q3 performance with 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Amazon.com leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AMZN @Amazon.com #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 01 Nov 2024 01:04:00 -0000 full 2 244 Cory Johnson 🎙️ The Drill Down: Amazon.com Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q3 performance with 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Amazon.com leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AMZN @Amazon.com #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Amazon.com Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q3 performance with 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Amazon.com leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#AMZN @Amazon.com #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 317 Drill Down Earnings, Ep. 243: Atlassian Q1 2025 earnings analysis – what you need to know ($TEAM) 🎙️ The Drill Down: Atlassian Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Atlassian ($TEAM) Q1 2025 performance with Mike Cannon-Brookes. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Atlassian leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #TEAM @Atlassian #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 01 Nov 2024 00:23:00 -0000 full 2 243 Cory Johnson 🎙️ The Drill Down: Atlassian Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Atlassian ($TEAM) Q1 2025 performance with Mike Cannon-Brookes. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Atlassian leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #TEAM @Atlassian #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Atlassian Q1 2025 Earnings Deep Dive

💡 Beyond the numbers: Unpack Atlassian ($TEAM) Q1 2025 performance with Mike Cannon-Brookes. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Atlassian leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#TEAM @Atlassian #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 317 Drill Down Earnings, Ep. 242: Intel Q3 earnings analysis – what you need to know ($INTC) 🎙️ The Drill Down: Intel Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Intel ($INTC) Q3 performance with Pat Gelsinger. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Intel leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #INTC @Intel #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 31 Oct 2024 23:21:00 -0000 full 2 242 Cory Johnson 🎙️ The Drill Down: Intel Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Intel ($INTC) Q3 performance with Pat Gelsinger. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Intel leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #INTC @Intel #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Intel Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack Intel ($INTC) Q3 performance with Pat Gelsinger. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Intel leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#INTC @Intel #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 330 Drill Down Earnings, Ep. 241: Apple Q4 earnings analysis – what you need to know ($AAPL) 🎙️ The Drill Down: Apple Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Apple ($AAPL) Q4 performance with Tim Cook. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Apple leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AAPL @Apple #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 31 Oct 2024 22:25:00 -0000 full 2 241 Cory Johnson 🎙️ The Drill Down: Apple Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Apple ($AAPL) Q4 performance with Tim Cook. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Apple leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AAPL @Apple #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Apple Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack Apple ($AAPL) Q4 performance with Tim Cook. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Apple leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#AAPL @Apple #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 335 Drill Down Earnings, Ep. 240: Mobileye Q3 earnings analysis – what you need to know ($MBLY) 🎙️ The Drill Down: Mobileye Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Mobileye ($MBLY) Q3 performance with Amnon Shashua. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Mobileye leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #MBLY @Mobileye #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 31 Oct 2024 19:29:00 -0000 full 2 240 Cory Johnson 🎙️ The Drill Down: Mobileye Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Mobileye ($MBLY) Q3 performance with Amnon Shashua. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Mobileye leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #MBLY @Mobileye #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Mobileye Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack Mobileye ($MBLY) Q3 performance with Amnon Shashua. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Mobileye leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#MBLY @Mobileye #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 368 Drill Down Earnings, Ep. 239: Meta Q3 earnings analysis – what you need to know ($META) 🎙️ The Drill Down: Meta Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Meta ($META) Q3 performance with Mark Zuckerberg. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Meta leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #META @Meta #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 31 Oct 2024 02:38:00 -0000 full 2 239 Cory Johnson 🎙️ The Drill Down: Meta Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Meta ($META) Q3 performance with Mark Zuckerberg. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Meta leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #META @Meta #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Meta Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack Meta ($META) Q3 performance with Mark Zuckerberg. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Meta leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#META @Meta #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 398 Drill Down Earnings, Ep. 238: Twillio Q3 earnings analysis – what you need to know ($TWLO) 🎙️ The Drill Down: Twillio Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Twillio ($TWLO) Q3 performance with Khozema Shipchandler. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Twillio leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #TWLO @Twillio #CustomerEngagement #TechInvesting #Email #StockMarketAnalysis #InvestorInsights #EarningsGuide #SanFrancisco #DataCenter #Chips #AI #ArtificialIntelligence #SMS #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 31 Oct 2024 02:38:00 -0000 full 2 238 Cory Johnson 🎙️ The Drill Down: Twillio Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Twillio ($TWLO) Q3 performance with Khozema Shipchandler. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Twillio leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #TWLO @Twillio #CustomerEngagement #TechInvesting #Email #StockMarketAnalysis #InvestorInsights #EarningsGuide #SanFrancisco #DataCenter #Chips #AI #ArtificialIntelligence #SMS #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Twillio Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack Twillio ($TWLO) Q3 performance with Khozema Shipchandler. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Twillio leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#TWLO @Twillio #CustomerEngagement #TechInvesting #Email #StockMarketAnalysis #InvestorInsights #EarningsGuide #SanFrancisco #DataCenter #Chips #AI #ArtificialIntelligence #SMS #Stocks #Trading #Business @DrillDownPod

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]]> 449 Drill Down Earnings, Ep. 236: KLA Q1 2025 earnings analysis – what you need to know ($KLAC) 🎙️ The Drill Down: KLA Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack KLA ($KLAC) Q1 2025 performance with Rick Wallace. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from KLA leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #KLAC @KLA #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 31 Oct 2024 01:00:00 -0000 full 2 236 Cory Johnson 🎙️ The Drill Down: KLA Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack KLA ($KLAC) Q1 2025 performance with Rick Wallace. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from KLA leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #KLAC @KLA #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: KLA Q1 2025 Earnings Deep Dive

💡 Beyond the numbers: Unpack KLA ($KLAC) Q1 2025 performance with Rick Wallace. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from KLA leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#KLAC @KLA #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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

]]> 355 Drill Down Earnings, Ep. 237: Microsoft Q4 earnings analysis – what you need to know ($MSFT) 🎙️ The Drill Down: Microsoft Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q4 performance with 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Microsoft leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #MSFT @Microsoft #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 31 Oct 2024 00:00:00 -0000 full 2 237 Cory Johnson 🎙️ The Drill Down: Microsoft Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q4 performance with 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Microsoft leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #MSFT @Microsoft #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Microsoft Q4 Earnings Deep Dive


💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q4 performance with 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.


🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Microsoft leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv


#MSFT @Microsoft #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 247 Drill Down Earnings, Ep. 235: ADVANCED MICRO DEVICES Q3 earnings analysis – what you need to know ($AMD) 🎙️ The Drill Down: ADVANCED MICRO DEVICES Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack ADVANCED MICRO DEVICES ($AMD) Q3 performance with 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ADVANCED MICRO DEVICES leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AMD @ADVANCED MICRO DEVICES #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 30 Oct 2024 01:06:00 -0000 full 2 235 Cory Johnson 🎙️ The Drill Down: ADVANCED MICRO DEVICES Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack ADVANCED MICRO DEVICES ($AMD) Q3 performance with 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ADVANCED MICRO DEVICES leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AMD @ADVANCED MICRO DEVICES #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: ADVANCED MICRO DEVICES Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack ADVANCED MICRO DEVICES ($AMD) Q3 performance with 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from ADVANCED MICRO DEVICES leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#AMD @ADVANCED MICRO DEVICES #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 336 Drill Down Earnings, Ep. 234: Snap Q3 earnings analysis – what you need to know ($SNAP) 🎙️ The Drill Down: Snap Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Snap ($SNAP) Q3 performance with Evan Spiegel. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Snap leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #SNAP @Snap #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 30 Oct 2024 00:19:00 -0000 full 2 234 Cory Johnson 🎙️ The Drill Down: Snap Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Snap ($SNAP) Q3 performance with Evan Spiegel. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Snap leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #SNAP @Snap #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Snap Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack Snap ($SNAP) Q3 performance with Evan Spiegel. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Snap leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#SNAP @Snap #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 314 Drill Down Earnings, Ep. 233: Alphabet Q3 earnings analysis – what you need to know ($GOOG) 🎙️ The Drill Down: Alphabet Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Alphabet ($GOOG) Q3 performance with Sundar Pichai. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Alphabet leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #GOOG @Alphabet #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 29 Oct 2024 23:19:00 -0000 full 2 233 Cory Johnson 🎙️ The Drill Down: Alphabet Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Alphabet ($GOOG) Q3 performance with Sundar Pichai. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Alphabet leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #GOOG @Alphabet #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Alphabet Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack Alphabet ($GOOG) Q3 performance with Sundar Pichai. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Alphabet leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#GOOG @Alphabet #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 309 Drill Down Earnings, Ep. 232: Corning Q3 earnings analysis – what you need to know ($GLW) 🎙️ The Drill Down: Corning Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Corning ($GLW) Q3 performance with Wendell Weeks. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Corning leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #GLW @Corning #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 29 Oct 2024 22:41:00 -0000 full 2 232 Cory Johnson 🎙️ The Drill Down: Corning Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Corning ($GLW) Q3 performance with Wendell Weeks. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Corning leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #GLW @Corning #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Corning Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack Corning ($GLW) Q3 performance with Wendell Weeks. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Corning leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#GLW @Corning #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 323 Drill Down Earnings, Ep. 231: Cadence Design Systems Q3 earnings analysis – what you need to know ($CDNS) 🎙️ The Drill Down: Cadence Design Systems Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q3 performance with 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cadence Design Systems leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #CDNS @Cadence Design Systems #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 28 Oct 2024 23:10:00 -0000 full 2 231 Cory Johnson 🎙️ The Drill Down: Cadence Design Systems Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q3 performance with 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cadence Design Systems leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #CDNS @Cadence Design Systems #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Cadence Design Systems Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q3 performance with 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Cadence Design Systems leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#CDNS @Cadence Design Systems #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 324 Drill Down Earnings, Ep. 230: F5 Q4 earnings analysis – what you need to know ($FFIV) 🎙️ The Drill Down: F5 Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack F5 ($FFIV) Q4 performance with François Locoh-Donou. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from F5 leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #FFIV @F5 #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #Networking #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 28 Oct 2024 22:21:00 -0000 full 2 230 Cory Johnson 🎙️ The Drill Down: F5 Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack F5 ($FFIV) Q4 performance with François Locoh-Donou. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from F5 leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #FFIV @F5 #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #Networking #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: F5 Q4 Earnings Deep Dive

💡 Beyond the numbers: Unpack F5 ($FFIV) Q4 performance with François Locoh-Donou. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from F5 leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#FFIV @F5 #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #Networking #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 287 Drill Down Earnings, Ep. 229: ON Semiconductor Q3 earnings analysis – what you need to know ($ON) 🎙️ The Drill Down: ON Semiconductor Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack ON Semiconductor ($ON) Q3 performance with Hassane El-Khoury. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ON Semiconductor leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ON @ON Semiconductor #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 28 Oct 2024 21:40:00 -0000 full 2 229 Cory Johnson 🎙️ The Drill Down: ON Semiconductor Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack ON Semiconductor ($ON) Q3 performance with Hassane El-Khoury. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ON Semiconductor leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ON @ON Semiconductor #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: ON Semiconductor Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack ON Semiconductor ($ON) Q3 performance with Hassane El-Khoury. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from ON Semiconductor leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#ON @ON Semiconductor #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 358 Drill Down Earnings, Ep. 228: Comfort Systems USA Q3 earnings analysis – what you need to know ($FIX) 🎙️ The Drill Down: Comfort Systems USA Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Comfort Systems USA ($FIX) Q3 performance with CFO William George. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Comfort Systems USA leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #FIX @Comfort Systems USA #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 28 Oct 2024 20:54:00 -0000 full 2 229 Cory Johnson 🎙️ The Drill Down: Comfort Systems USA Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Comfort Systems USA ($FIX) Q3 performance with CFO William George. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Comfort Systems USA leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #FIX @Comfort Systems USA #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Comfort Systems USA Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack Comfort Systems USA ($FIX) Q3 performance with CFO William George. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Comfort Systems USA leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#FIX @Comfort Systems USA #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 402 Drill Down Earnings, Ep. 227: Teradyne Q3 earnings analysis ($TER) – what you need to know 🎙️ The Drill Down: Teradyne Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Teradyne ($TER) Q3 performance with Greg Smith. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Teradyne leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #TER @Teradyne #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 25 Oct 2024 05:23:00 -0000 full 2 225 Cory Johnson 🎙️ The Drill Down: Teradyne Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Teradyne ($TER) Q3 performance with Greg Smith. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Teradyne leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #TER @Teradyne #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Teradyne Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack Teradyne ($TER) Q3 performance with Greg Smith. 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.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Teradyne leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#TER @Teradyne #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod



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]]> 386 Drill Down Earnings, Ep. 226: Lam Research Fiscal Year Q1 earnings essentials ($LRCX) 🎙️ The Drill Down: Lam Research Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Lam Research ($LRCX) Q3 performance with Timothy Archer. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Lam Research leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #LRCX @Lam Research #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 24 Oct 2024 07:20:00 -0000 full 2 225 Cory Johnson 🎙️ The Drill Down: Lam Research Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Lam Research ($LRCX) Q3 performance with Timothy Archer. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Lam Research leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #LRCX @Lam Research #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Lam Research Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack Lam Research ($LRCX) Q3 performance with Timothy Archer. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Lam Research leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#LRCX @Lam Research #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business

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

]]> 287 Drill Down Earnings, Ep. 225: Tesla Q3 earnings essentials ($TSLA) Instant analysis of Tesla ($TSLA) Q3 earnings, as we hear from CEO Elon Musk.  🎙️ The Drill Down: Tesla Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Tesla ($TSLA) Q3 performance with CEONAMETK. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Tesla leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #TSLA @Tesla #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @Elon #ElonMusk Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 24 Oct 2024 06:12:00 -0000 full 2 225 Cory Johnson Instant analysis of Tesla ($TSLA) Q3 earnings, as we hear from CEO Elon Musk.  🎙️ The Drill Down: Tesla Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Tesla ($TSLA) Q3 performance with CEONAMETK. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Tesla leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #TSLA @Tesla #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @Elon #ElonMusk Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Tesla ($TSLA) Q3 earnings, as we hear from CEO Elon Musk. 


🎙️ The Drill Down: Tesla Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack Tesla ($TSLA) Q3 performance with CEONAMETK. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Tesla leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#TSLA @Tesla #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @Elon #ElonMusk

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]]> 395 Drill Down Earnings, Ep. 224: ServiceNow Q3 earnings essentials ($NOW) Instant analysis of ServiceNow ($NOW) Q3 earnings, as we hear from CEO Bill McDermott.  💡 More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research chief market strategist Cory Johnson has the business stories behind stocks on the move.   🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ServiceNow leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #NOW @ServiceNow #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 24 Oct 2024 05:19:00 -0000 full 2 224 Cory Johnson Instant analysis of ServiceNow ($NOW) Q3 earnings, as we hear from CEO Bill McDermott.  💡 More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research chief market strategist Cory Johnson has the business stories behind stocks on the move.   🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ServiceNow leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #NOW @ServiceNow #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of ServiceNow ($NOW) Q3 earnings, as we hear from CEO Bill McDermott. 


💡 More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research chief market strategist Cory Johnson has the business stories behind stocks on the move.  

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from ServiceNow leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#NOW @ServiceNow #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 332 Drill Down Earnings, Ep. 223: Vertiv Q3 earnings essentials ($VRT) 🎙️ The Drill Down: Vertiv Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Vertiv ($VRT) Q3 performance with Christophe Forquet. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Vertiv leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #VRT @Vertiv #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #DataCenter #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 24 Oct 2024 04:39:00 -0000 full 2 223 Cory Johnson 🎙️ The Drill Down: Vertiv Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Vertiv ($VRT) Q3 performance with Christophe Forquet. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Vertiv leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #VRT @Vertiv #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #DataCenter #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: Vertiv Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack Vertiv ($VRT) Q3 performance with Christophe Forquet. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move.


🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from Vertiv leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv


#VRT @Vertiv #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #DataCenter #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 343 Drill Down Earnings, Ep. 222: IBM Q3 earnings essentials ($IBM) 🎙️ The Drill Down: IBM Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack IBM ($IBM) Q3 performance with Arvind Krishna. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from IBM leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #IBM @IBM #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 24 Oct 2024 04:06:00 -0000 full 2 222 Cory Johnson 🎙️ The Drill Down: IBM Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack IBM ($IBM) Q3 performance with Arvind Krishna. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from IBM leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #IBM @IBM #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: IBM Q3 Earnings Deep Dive

💡 Beyond the numbers: Unpack IBM ($IBM) Q3 performance with Arvind Krishna. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move.

🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from IBM leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research

🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!

📺 Full episode: https://www.youtube.com/@DrillDownPod

🐦 Follow Cory: https://x.com/corytv

#IBM @IBM #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

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]]> 268 Drill Down Earnings, Ep. 221: Texas Instruments Q3 earnings essentials ($TXN) Instant analysis of Texas Instruments ($TXN) Q3 earnings, as we hear from CEO Haviv Ilan.  More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv #Texas Instruments #Earnings @Texas Instruments $TXN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 23 Oct 2024 00:11:00 -0000 full 2 221 Cory Johnson Instant analysis of Texas Instruments ($TXN) Q3 earnings, as we hear from CEO Haviv Ilan.  More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv #Texas Instruments #Earnings @Texas Instruments $TXN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Texas Instruments ($TXN) Q3 earnings, as we hear from CEO Haviv Ilan. 


More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research chief market strategist Cory Johnson has the business stories behind stocks on the move.  


https://x.com/corytv


#Texas Instruments

#Earnings

@Texas Instruments

$TXN

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 296 Drill Down Earnings, Ep. 220: SAP Q3 earnings essentials ($SAP) Instant analysis of SAP ($SAP) Q3 earnings, as we hear from CEO  Christian Klein.  More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv #SAP #Earnings @SAP $SAP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 22 Oct 2024 00:10:00 -0000 full 2 223 Cory Johnson Instant analysis of SAP ($SAP) Q3 earnings, as we hear from CEO  Christian Klein.  More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv #SAP #Earnings @SAP $SAP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of SAP ($SAP) Q3 earnings, as we hear from CEO  Christian Klein. 


More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research chief market strategist Cory Johnson has the business stories behind stocks on the move.  


https://x.com/corytv


#SAP

#Earnings

@SAP

$SAP

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 317 Drill Down Earnings, Ep. 219: ASML Q3 earnings essentials ($ASML) 🎙️ The Drill Down: ASML Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack ASML ($ASML) Q3 performance with Christophe Forquet. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ASML leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ASML @ASML #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 16 Oct 2024 19:49:00 -0000 full 2 219 Cory Johnson 🎙️ The Drill Down: ASML Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack ASML ($ASML) Q3 performance with Christophe Forquet. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ASML leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #ASML @ASML #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices 🎙️ The Drill Down: ASML Q3 Earnings Deep Dive


💡 Beyond the numbers: Unpack ASML ($ASML) Q3 performance with Christophe Forquet. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move.


🔍 In just 5 minutes, get:

  • Key financial highlights
  • Strategic moves with insight into the industry
  • Unfiltered information straight from ASML leadership

🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research


🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!


📺 Full episode: https://www.youtube.com/@DrillDownPod


🐦 Follow Cory: https://x.com/corytv


#ASML @ASML #SemiconductorStocks #TechInvesting #AIChips #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod



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]]> 402 Drill Down Earnings, Ep. 218: Micron Technology Q4 2024 earnings essentials ($MU) Instant analysis of Micron Technology ($MU) Q4 2024 earnings, as we hear from CEO Sanjay Mehrotra.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Micron Technology #Earnings @Micron Technology $MU #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 26 Sep 2024 00:34:00 -0000 full 2 218 Cory Johnson Instant analysis of Micron Technology ($MU) Q4 2024 earnings, as we hear from CEO Sanjay Mehrotra.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Micron Technology #Earnings @Micron Technology $MU #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Micron Technology ($MU) Q4 2024 earnings, as we hear from CEO Sanjay Mehrotra. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Micron Technology

#Earnings

@Micron Technology

$MU

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 395 Drill Down Earnings, Ep. 217: Adobe Q3 earnings essentials ($ADBE) Instant analysis of Adobe ($ADBE) Q3 earnings, as we hear from CEO Shantanu Narayen.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Adobe #Earnings @Adobe $ADBE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 12 Sep 2024 22:58:00 -0000 full 2 217 Cory Johnson Instant analysis of Adobe ($ADBE) Q3 earnings, as we hear from CEO Shantanu Narayen.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Adobe #Earnings @Adobe $ADBE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Adobe ($ADBE) Q3 earnings, as we hear from CEO Shantanu Narayen. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Adobe

#Earnings

@Adobe

$ADBE

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 336 Drill Down Earnings, Ep. 216: GameStop Q2 earnings essentials ($GME) GameStop's Q2 Earnings: Business Stinks, Stock Sales Rock Instant analysis of GameStop ($GME) Q2 earnings, as we hear from CEO Ryan Cohen.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #GameStop #Earnings @GameStop $GME #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 10 Sep 2024 23:19:00 -0000 full 2 216 Cory Johnson GameStop's Q2 Earnings: Business Stinks, Stock Sales Rock Instant analysis of GameStop ($GME) Q2 earnings, as we hear from CEO Ryan Cohen.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #GameStop #Earnings @GameStop $GME #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices GameStop's Q2 Earnings: Business Stinks, Stock Sales Rock


Instant analysis of GameStop ($GME) Q2 earnings, as we hear from CEO Ryan Cohen. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#GameStop

#Earnings

@GameStop

$GME

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 292 Drill Down Earnings, Ep. 215: Oracle Q1 FY 2025 earnings essentials ($ORCL) Instant analysis of Oracle ($ORCL) Q1 FY 2025 earnings, as we hear from CEO chief technology officer and founder Larry Ellison.  More than “beat” or “miss” –the Drill Down Earnings with chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Oracle #Earnings @Oracle $ORCL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 09 Sep 2024 23:07:00 -0000 full 2 215 Cory Johnson Instant analysis of Oracle ($ORCL) Q1 FY 2025 earnings, as we hear from CEO chief technology officer and founder Larry Ellison.  More than “beat” or “miss” –the Drill Down Earnings with chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Oracle #Earnings @Oracle $ORCL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Oracle ($ORCL) Q1 FY 2025 earnings, as we hear from CEO chief technology officer and founder Larry Ellison. 


More than “beat” or “miss” –the Drill Down Earnings with chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Oracle

#Earnings

@Oracle

$ORCL

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 408 Drill Down Earnings, Ep. 214: Broadcom Q3 earnings essentials ($AVGO) Broadcom Q3: How weak device sales hid strong AI revenues.  Instant analysis of Broadcom ($AVGO) Q3 earnings, as we hear from CEO Hock Tan.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Broadcom #Earnings @Broadcom $AVGO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 09 Sep 2024 23:06:00 -0000 full 2 214 Cory Johnson Broadcom Q3: How weak device sales hid strong AI revenues.  Instant analysis of Broadcom ($AVGO) Q3 earnings, as we hear from CEO Hock Tan.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Broadcom #Earnings @Broadcom $AVGO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Broadcom Q3: How weak device sales hid strong AI revenues. 


Instant analysis of Broadcom ($AVGO) Q3 earnings, as we hear from CEO Hock Tan. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Broadcom

#Earnings

@Broadcom

$AVGO

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 381 Drill Down Earnings, Ep. 213: Docusign Q2 earnings essentials ($DOCU) Instant analysis of Docusign ($DOCU) Q2 earnings, as we hear from CEO Allan Thygesen.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Docusign #Earnings @Docusign $DOCU #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 05 Sep 2024 23:26:00 -0000 full 2 213 Cory Johnson Instant analysis of Docusign ($DOCU) Q2 earnings, as we hear from CEO Allan Thygesen.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Docusign #Earnings @Docusign $DOCU #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Docusign ($DOCU) Q2 earnings, as we hear from CEO Allan Thygesen. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Docusign

#Earnings

@Docusign

$DOCU

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 306 Drill Down Earnings, Ep. 212: Smartsheet Q2 earnings essentials ($SMAR) Instant analysis of Smartsheet ($SMAR) Q2 earnings, as we hear from CEO Mark Mader.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Smartsheet #Earnings @Smartsheet $SMAR #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 05 Sep 2024 22:16:00 -0000 full 2 211 Cory Johnson Instant analysis of Smartsheet ($SMAR) Q2 earnings, as we hear from CEO Mark Mader.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Smartsheet #Earnings @Smartsheet $SMAR #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Smartsheet ($SMAR) Q2 earnings, as we hear from CEO Mark Mader. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Smartsheet

#Earnings

@Smartsheet

$SMAR

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 301 Drill Down Earnings, Ep. 211: C3.ai Q1 earnings essentials ($AI) Instant analysis of C3.ai ($AI) Q1 earnings, as we hear from CEO Tom Siebel.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #C3.ai #Earnings @C3.ai $AI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 05 Sep 2024 00:27:00 -0000 full 2 211 Cory Johnson Instant analysis of C3.ai ($AI) Q1 earnings, as we hear from CEO Tom Siebel.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #C3.ai #Earnings @C3.ai $AI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of C3.ai ($AI) Q1 earnings, as we hear from CEO Tom Siebel. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#C3.ai

#Earnings

@C3.ai

$AI

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 405 Drill Down Earnings, Ep. 210: Hewlett Packard Enterprise Q3 earnings essentials ($HPE) Instant analysis of Hewlett Packard Enterprise ($HPE) Q3 earnings, as we hear from CEO Antonio Neri.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Hewlett Packard Enterprise #Earnings @Hewlett Packard Enterprise $HPE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 04 Sep 2024 23:20:00 -0000 full 2 205 Cory Johnson Instant analysis of Hewlett Packard Enterprise ($HPE) Q3 earnings, as we hear from CEO Antonio Neri.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Hewlett Packard Enterprise #Earnings @Hewlett Packard Enterprise $HPE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Hewlett Packard Enterprise ($HPE) Q3 earnings, as we hear from CEO Antonio Neri. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Hewlett Packard Enterprise

#Earnings

@Hewlett Packard Enterprise

$HPE

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 404 Drill Down Insider, Infleqtion CEO Mathew Kinsella and a look at the PRESENT and quantum technology In this episode, we sit down with Mathew Kinsella, CEO of Infleqtion, to explore the exciting world of quantum technology. Beyond the buzz about quantum computing, Mathew sheds light on the broader applications of quantum technology that are already making a real impact. We delve into specific examples across defense, telecom, enterprise, and more, showcasing the diverse range of industries benefiting from quantum advancements. Mathew also discusses the immense market opportunity and the growing competition, including the entry of tech giants like NVIDIA. Finally, we explore the intriguing relationship between quantum technology and artificial intelligence, understanding how these two transformative fields can complement and enhance each other. Join us as we uncover the exciting potential of quantum technology and learn how it's shaping the future. #quantumtechnology #quantumcomputing #quantumphysics #quantumleap #quantumfuture #quantumapplications #quantumdefense #quantumtelecom #quantumenterprise #quantumAI @Infleqtion #MathewKinsella #podcast #interview Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 04 Sep 2024 19:06:00 -0000 full Cory Johnson In this episode, we sit down with Mathew Kinsella, CEO of Infleqtion, to explore the exciting world of quantum technology. Beyond the buzz about quantum computing, Mathew sheds light on the broader applications of quantum technology that are already making a real impact. We delve into specific examples across defense, telecom, enterprise, and more, showcasing the diverse range of industries benefiting from quantum advancements. Mathew also discusses the immense market opportunity and the growing competition, including the entry of tech giants like NVIDIA. Finally, we explore the intriguing relationship between quantum technology and artificial intelligence, understanding how these two transformative fields can complement and enhance each other. Join us as we uncover the exciting potential of quantum technology and learn how it's shaping the future. #quantumtechnology #quantumcomputing #quantumphysics #quantumleap #quantumfuture #quantumapplications #quantumdefense #quantumtelecom #quantumenterprise #quantumAI @Infleqtion #MathewKinsella #podcast #interview Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode, we sit down with Mathew Kinsella, CEO of Infleqtion, to explore the exciting world of quantum technology. Beyond the buzz about quantum computing, Mathew sheds light on the broader applications of quantum technology that are already making a real impact.


We delve into specific examples across defense, telecom, enterprise, and more, showcasing the diverse range of industries benefiting from quantum advancements. Mathew also discusses the immense market opportunity and the growing competition, including the entry of tech giants like NVIDIA.


Finally, we explore the intriguing relationship between quantum technology and artificial intelligence, understanding how these two transformative fields can complement and enhance each other.


Join us as we uncover the exciting potential of quantum technology and learn how it's shaping the future.


#quantumtechnology

#quantumcomputing

#quantumphysics

#quantumleap

#quantumfuture

#quantumapplications

#quantumdefense

#quantumtelecom

#quantumenterprise

#quantumAI

@Infleqtion

#MathewKinsella

#podcast

#interview



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

]]> 988 Drill Down Earnings, Ep. 209: Zscaler Q4 earnings essentials ($ZS) Instant analysis of Zscaler ($ZS) Q4 earnings, as we hear from CEO Jay Chaudhry.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Zscaler #Earnings @Zscaler $ZS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 04 Sep 2024 00:16:00 -0000 full 2 209 Cory Johnson Instant analysis of Zscaler ($ZS) Q4 earnings, as we hear from CEO Jay Chaudhry.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Zscaler #Earnings @Zscaler $ZS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Zscaler ($ZS) Q4 earnings, as we hear from CEO Jay Chaudhry. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Zscaler

#Earnings

@Zscaler

$ZS

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 337 Drill Down Insider, Elastic's CEO Ash Kulkarni on the Future of Enterprise Search In this episode, we dive deep into the innovative world of AI-driven enterprise search with Ash Kulkarni, CEO of Elastic. Ash shares insights on how Elastic is leveraging AI to transform the way businesses search, analyze, and act on their data. Key Topics: - Elastic's AI Journey: Learn about Elastic's strategic shift towards AI and the company's vision for the future. - AI-Powered Search: Discover how Elastic's AI capabilities are enhancing search results, improving user experiences, and driving business outcomes. - Enterprise Applications: Explore the diverse range of industries and use cases where Elastic's AI solutions are making a significant impact. - The Future of AI in Enterprise: Gain insights into Ash's perspective on the evolving landscape of AI and its potential to revolutionize businesses. Listen to this episode to: - Understand the role of AI in modern enterprise search. - Discover how Elastic is leading the way in AI-driven solutions. - Gain valuable insights from a seasoned industry leader. Don't miss this exciting conversation with Ash Kulkarni. More than “beat” or “miss” –the Drill Down Insider with chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Elastic #Earnings @Elastic $ESTC #Technology #Software #CloudComputing #AI #ArtificialIntelligence #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 03 Sep 2024 23:23:00 -0000 full Cory Johnson In this episode, we dive deep into the innovative world of AI-driven enterprise search with Ash Kulkarni, CEO of Elastic. Ash shares insights on how Elastic is leveraging AI to transform the way businesses search, analyze, and act on their data. Key Topics: - Elastic's AI Journey: Learn about Elastic's strategic shift towards AI and the company's vision for the future. - AI-Powered Search: Discover how Elastic's AI capabilities are enhancing search results, improving user experiences, and driving business outcomes. - Enterprise Applications: Explore the diverse range of industries and use cases where Elastic's AI solutions are making a significant impact. - The Future of AI in Enterprise: Gain insights into Ash's perspective on the evolving landscape of AI and its potential to revolutionize businesses. Listen to this episode to: - Understand the role of AI in modern enterprise search. - Discover how Elastic is leading the way in AI-driven solutions. - Gain valuable insights from a seasoned industry leader. Don't miss this exciting conversation with Ash Kulkarni. More than “beat” or “miss” –the Drill Down Insider with chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Elastic #Earnings @Elastic $ESTC #Technology #Software #CloudComputing #AI #ArtificialIntelligence #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode, we dive deep into the innovative world of AI-driven enterprise search with Ash Kulkarni, CEO of Elastic. Ash shares insights on how Elastic is leveraging AI to transform the way businesses search, analyze, and act on their data.


Key Topics:

- Elastic's AI Journey: Learn about Elastic's strategic shift towards AI and the company's vision for the future.

- AI-Powered Search: Discover how Elastic's AI capabilities are enhancing search results, improving user experiences, and driving business outcomes.

- Enterprise Applications: Explore the diverse range of industries and use cases where Elastic's AI solutions are making a significant impact.

- The Future of AI in Enterprise: Gain insights into Ash's perspective on the evolving landscape of AI and its potential to revolutionize businesses.


Listen to this episode to:

- Understand the role of AI in modern enterprise search.

- Discover how Elastic is leading the way in AI-driven solutions.

- Gain valuable insights from a seasoned industry leader.


Don't miss this exciting conversation with Ash Kulkarni.


More than “beat” or “miss” –the Drill Down Insider with chief market strategist Cory Johnson has the business stories behind stocks on the move.


https://x.com/corytv


#Elastic

#Earnings

@Elastic

$ESTC

#Technology

#Software

#CloudComputing

#AI #ArtificialIntelligence

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 1126 Drill Down Earnings, Ep. 208: Elastic Q1 earnings essentials ($ESTC) Elastic's Q1 Earnings: Revenue Soars, Customer Growth Woes. Instant analysis of Elastic ($ESTC) Q1 earnings, as we hear from CEO Ash Kulkarni.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Elastic #Earnings @Elastic $ESTC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 30 Aug 2024 00:38:00 -0000 full 2 208 Cory Johnson Elastic's Q1 Earnings: Revenue Soars, Customer Growth Woes. Instant analysis of Elastic ($ESTC) Q1 earnings, as we hear from CEO Ash Kulkarni.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Elastic #Earnings @Elastic $ESTC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Elastic's Q1 Earnings: Revenue Soars, Customer Growth Woes.


Instant analysis of Elastic ($ESTC) Q1 earnings, as we hear from CEO Ash Kulkarni. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Elastic

#Earnings

@Elastic

$ESTC

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 272 Drill Down Earnings, Ep. 206: Dell Q2 earnings essentials ($DELL) Instant analysis of Dell ($DELL) Q2 earnings, as we hear from CEO Michael Dell.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Dell #Earnings @Dell $DELL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 30 Aug 2024 00:37:00 -0000 full 2 206 Cory Johnson Instant analysis of Dell ($DELL) Q2 earnings, as we hear from CEO Michael Dell.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Dell #Earnings @Dell $DELL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Dell ($DELL) Q2 earnings, as we hear from CEO Michael Dell. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Dell

#Earnings

@Dell

$DELL

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 324 Drill Down Earnings, Ep. 207: Autodesk Q2 earnings essentials ($ADSK) Instant analysis of Autodesk ($ADSK) Q2 earnings, as we hear from CEO Andrew Anagnost.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Autodesk #Earnings @Autodesk $ADSK #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 30 Aug 2024 00:37:00 -0000 full 2 207 Cory Johnson Instant analysis of Autodesk ($ADSK) Q2 earnings, as we hear from CEO Andrew Anagnost.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Autodesk #Earnings @Autodesk $ADSK #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Autodesk ($ADSK) Q2 earnings, as we hear from CEO Andrew Anagnost. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Autodesk

#Earnings

@Autodesk

$ADSK

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 288 Drill Down Earnings, Ep. 205: Salesforce Q2 earnings essentials ($CRM) Instant analysis of Salesforce ($CRM) Q2 earnings, as we hear from CEO Marc Benioff.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Salesforce #Earnings @Salesforce $CRM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 29 Aug 2024 01:04:00 -0000 full 2 205 Cory Johnson Instant analysis of Salesforce ($CRM) Q2 earnings, as we hear from CEO Marc Benioff.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Salesforce #Earnings @Salesforce $CRM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Salesforce ($CRM) Q2 earnings, as we hear from CEO Marc Benioff. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Salesforce

#Earnings

@Salesforce

$CRM

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 376 Drill Down Earnings, Ep. 203: NVIDIA Q2 earnings essentials ($NVDA) Instant analysis of NVIDIA ($NVDA) Q2 earnings, as we hear from CEO Jensen Huang.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #NVIDIA #Earnings @NVIDIA $NVDA #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 29 Aug 2024 01:03:00 -0000 full 2 203 Cory Johnson Instant analysis of NVIDIA ($NVDA) Q2 earnings, as we hear from CEO Jensen Huang.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #NVIDIA #Earnings @NVIDIA $NVDA #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of NVIDIA ($NVDA) Q2 earnings, as we hear from CEO Jensen Huang. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#NVIDIA

#Earnings

@NVIDIA

$NVDA

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 485 Drill Down Earnings, Ep. 204: Crowdstrike Q2 earnings essentials ($CRWD) Instant analysis of Crowdstrike ($CRWD) Q2 earnings, as we hear from CEO George Kurtz.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Crowdstrike #Earnings @Crowdstrike $CRWD #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 29 Aug 2024 01:03:00 -0000 full 2 204 Cory Johnson Instant analysis of Crowdstrike ($CRWD) Q2 earnings, as we hear from CEO George Kurtz.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Crowdstrike #Earnings @Crowdstrike $CRWD #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Crowdstrike ($CRWD) Q2 earnings, as we hear from CEO George Kurtz. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Crowdstrike

#Earnings

@Crowdstrike

$CRWD

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 386 Drill Down Earnings, Ep. 202: Box Q2 earnings essentials ($BOX) Instant analysis of Box ($BOX) Q2 earnings, as we hear from CEO Aaron Levie.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Box #Earnings @Box $BOX #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 29 Aug 2024 00:00:00 -0000 full 2 202 Cory Johnson Instant analysis of Box ($BOX) Q2 earnings, as we hear from CEO Aaron Levie.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Box #Earnings @Box $BOX #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Box ($BOX) Q2 earnings, as we hear from CEO Aaron Levie. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Box

#Earnings

@Box

$BOX

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 346 Drill Down Earnings, Ep. 201: Workday Q2 earnings essentials ($WDAY) Instant analysis of Workday ($WDAY) Q2 earnings, as we hear from CEO Carl Eschenbach.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Workday #Earnings @Workday $WDAY #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 23 Aug 2024 18:39:00 -0000 full 2 201 Cory Johnson Instant analysis of Workday ($WDAY) Q2 earnings, as we hear from CEO Carl Eschenbach.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Workday #Earnings @Workday $WDAY #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Workday ($WDAY) Q2 earnings, as we hear from CEO Carl Eschenbach. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Workday

#Earnings

@Workday

$WDAY

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 310 Drill Down Earnings, Ep. 200: Zoom Q2 earnings essentials ($ZM) Instant analysis of Zoom ($ZM) Q2 earnings, as we hear from CFO Kelly Steckelberg.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Zoom #Earnings @Zoom $ZM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 22 Aug 2024 03:28:00 -0000 full 2 200 Cory Johnson Instant analysis of Zoom ($ZM) Q2 earnings, as we hear from CFO Kelly Steckelberg.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Zoom #Earnings @Zoom $ZM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Zoom ($ZM) Q2 earnings, as we hear from CFO Kelly Steckelberg. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Zoom

#Earnings

@Zoom

$ZM

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 284 Drill Down Earnings, Ep. 199: Snowflake Q2 earnings essentials ($SNOW) Instant analysis of Snowflake ($SNOW) Q2 earnings, as we hear from CEO Sridhar Ramaswamy.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Snowflake #Earnings @Snowflake $SNOW #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 22 Aug 2024 03:27:00 -0000 full 2 199 Cory Johnson Instant analysis of Snowflake ($SNOW) Q2 earnings, as we hear from CEO Sridhar Ramaswamy.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Snowflake #Earnings @Snowflake $SNOW #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Snowflake ($SNOW) Q2 earnings, as we hear from CEO Sridhar Ramaswamy. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Snowflake

#Earnings

@Snowflake

$SNOW

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 345 Drill Down Earnings, Ep. 198: Synopsys Q3 earnings essentials ($SNPS) Instant analysis of Synopsys ($SNPS) Q3 earnings, as we hear from CEO Sassine Ghazi.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Synopsys #Earnings @Synopsys $SNPS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 22 Aug 2024 03:26:00 -0000 full 2 198 Cory Johnson Instant analysis of Synopsys ($SNPS) Q3 earnings, as we hear from CEO Sassine Ghazi.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Synopsys #Earnings @Synopsys $SNPS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Synopsys ($SNPS) Q3 earnings, as we hear from CEO Sassine Ghazi. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Synopsys

#Earnings

@Synopsys

$SNPS

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 372 Drill Down Earnings, Ep. 197: Analog Devices Q3 earnings essentials ($ADI) Instant analysis of Analog Devices ($ADI) Q3 earnings, as we hear from CEO Vincent Roche.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Analog Devices #Earnings @Analog Devices $ADI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 22 Aug 2024 03:25:00 -0000 full 2 197 Cory Johnson Instant analysis of Analog Devices ($ADI) Q3 earnings, as we hear from CEO Vincent Roche.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Analog Devices #Earnings @Analog Devices $ADI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Analog Devices ($ADI) Q3 earnings, as we hear from CEO Vincent Roche. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Analog Devices

#Earnings

@Analog Devices

$ADI

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 373 Drill Down Earnings, Ep. 196: Palo Alto Networks Q4 earnings essentials ($PANW) Instant analysis of Palo Alto Networks ($PANW) Q4 earnings, as we hear from CEO Nikesh Arora.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Palo Alto Networks #Earnings @Palo Alto Networks $PANW #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 20 Aug 2024 01:36:00 -0000 full 2 196 Cory Johnson Instant analysis of Palo Alto Networks ($PANW) Q4 earnings, as we hear from CEO Nikesh Arora.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Palo Alto Networks #Earnings @Palo Alto Networks $PANW #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Palo Alto Networks ($PANW) Q4 earnings, as we hear from CEO Nikesh Arora. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Palo Alto Networks

#Earnings

@Palo Alto Networks

$PANW

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 297 Drill Down Earnings, Ep. 195: Coherent Q4 earnings essentials ($COHR) Instant analysis of Coherent ($COHR) Q4 earnings, as we hear from CEO Jim Anderson.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Coherent #Earnings @Coherent $COHR #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 15 Aug 2024 23:18:00 -0000 full 2 195 Cory Johnson Instant analysis of Coherent ($COHR) Q4 earnings, as we hear from CEO Jim Anderson.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Coherent #Earnings @Coherent $COHR #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Coherent ($COHR) Q4 earnings, as we hear from CEO Jim Anderson. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Coherent

#Earnings

@Coherent

$COHR

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 328 Drill Down Earnings, Ep. 194: Applied Materials Q3 earnings essentials ($AMAT) Instant analysis of Applied Materials ($AMAT) Q3 earnings, as we hear from CFO Brice Hill.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Applied Materials #Earnings @Applied Materials $AMAT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 15 Aug 2024 22:20:00 -0000 full 2 194 Cory Johnson Instant analysis of Applied Materials ($AMAT) Q3 earnings, as we hear from CFO Brice Hill.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Applied Materials #Earnings @Applied Materials $AMAT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Applied Materials ($AMAT) Q3 earnings, as we hear from CFO Brice Hill. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Applied Materials

#Earnings

@Applied Materials

$AMAT

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 333 Drill Down Earnings, Ep. 193: Cisco Q4 earnings essentials ($CSCO) Instant analysis of Cisco ($CSCO) Q4 earnings, as we hear from CEO Chuck Robbins.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Cisco #Earnings @Cisco $CSCO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 15 Aug 2024 00:07:00 -0000 full 2 193 Cory Johnson Instant analysis of Cisco ($CSCO) Q4 earnings, as we hear from CEO Chuck Robbins.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Cisco #Earnings @Cisco $CSCO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Cisco ($CSCO) Q4 earnings, as we hear from CEO Chuck Robbins. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Cisco

#Earnings

@Cisco

$CSCO

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 291 Drill Down Earnings, Ep. 192: Lumentum Q4 earnings essentials ($LITE) Instant analysis of Lumentum ($LITE) Q4 earnings, as we hear from CEO Alan Lowe.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Lumentum #Earnings @Lumentum $LITE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 14 Aug 2024 23:40:00 -0000 full 2 193 Cory Johnson Instant analysis of Lumentum ($LITE) Q4 earnings, as we hear from CEO Alan Lowe.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Lumentum #Earnings @Lumentum $LITE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Lumentum ($LITE) Q4 earnings, as we hear from CEO Alan Lowe. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Lumentum

#Earnings

@Lumentum

$LITE

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 466 Drill Down Earnings, Ep. 189: Trade Desk Q2 earnings essentials ($TTD) Instant analysis of Trade Desk ($TTD) Q2 earnings, as we hear from CEO Jeff Green.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Trade Desk #Earnings @Trade Desk $TTD #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 09 Aug 2024 18:06:00 -0000 full 2 189 Cory Johnson Instant analysis of Trade Desk ($TTD) Q2 earnings, as we hear from CEO Jeff Green.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Trade Desk #Earnings @Trade Desk $TTD #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Trade Desk ($TTD) Q2 earnings, as we hear from CEO Jeff Green. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Trade Desk

#Earnings

@Trade Desk

$TTD

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 299 Drill Down Earnings, Ep. 191: SoundHound AI Q2 earnings essentials ($SOUN) Instant analysis of SoundHound AI ($SOUN) Q2 earnings, as we hear from CEO Keyvan Mohajer.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #SoundHound AI #Earnings @SoundHound AI $SOUN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 09 Aug 2024 00:44:00 -0000 full 2 191 Cory Johnson Instant analysis of SoundHound AI ($SOUN) Q2 earnings, as we hear from CEO Keyvan Mohajer.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #SoundHound AI #Earnings @SoundHound AI $SOUN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of SoundHound AI ($SOUN) Q2 earnings, as we hear from CEO Keyvan Mohajer. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#SoundHound AI

#Earnings

@SoundHound AI

$SOUN

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 370 Drill Down Earnings, Ep. 190: Take Two Interactive Q1 2025 earnings essentials ($TTWO) Instant analysis of Take Two Interactive ($TTWO) Q1 2025 earnings, as we hear from CEO Strauss Zelnick.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Take Two Interactive #Earnings @Take Two Interactive $TTWO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 09 Aug 2024 00:40:00 -0000 full 2 191 Cory Johnson Instant analysis of Take Two Interactive ($TTWO) Q1 2025 earnings, as we hear from CEO Strauss Zelnick.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Take Two Interactive #Earnings @Take Two Interactive $TTWO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Take Two Interactive ($TTWO) Q1 2025 earnings, as we hear from CEO Strauss Zelnick. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Take Two Interactive

#Earnings

@Take Two Interactive

$TTWO

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 450 Drill Down Earnings, Ep. 188: Datadog Q2 earnings essentials ($DDOG) Instant analysis of Datadog ($DDOG) Q2 earnings, as we hear from CEO Olivier Pomel.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Datadog #Earnings @Datadog $DDOG #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 08 Aug 2024 19:25:00 -0000 full 2 186 Cory Johnson Instant analysis of Datadog ($DDOG) Q2 earnings, as we hear from CEO Olivier Pomel.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Datadog #Earnings @Datadog $DDOG #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Datadog ($DDOG) Q2 earnings, as we hear from CEO Olivier Pomel. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Datadog

#Earnings

@Datadog

$DDOG

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 377 Drill Down Earnings, Ep. 187: Applovin Q2 earnings essentials ($APP) Instant analysis of Applovin ($APP) Q2 earnings, as we hear from CEO Adam Foroughi.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Applovin #Earnings @Applovin $APP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 08 Aug 2024 00:23:00 -0000 full 2 187 Cory Johnson Instant analysis of Applovin ($APP) Q2 earnings, as we hear from CEO Adam Foroughi.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Applovin #Earnings @Applovin $APP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Applovin ($APP) Q2 earnings, as we hear from CEO Adam Foroughi. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Applovin

#Earnings

@Applovin

$APP

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 297 no Drill Down Earnings, Ep. 186: IONQ Q2 earnings essentials ($IONQ) Instant analysis of IONQ ($IONQ) Q2 earnings, as we hear from CEO Peter Chapman.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #IONQ #Earnings @IONQ $IONQ #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 07 Aug 2024 23:59:00 -0000 full 2 186 Cory Johnson Instant analysis of IONQ ($IONQ) Q2 earnings, as we hear from CEO Peter Chapman.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #IONQ #Earnings @IONQ $IONQ #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of IONQ ($IONQ) Q2 earnings, as we hear from CEO Peter Chapman. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#IONQ

#Earnings

@IONQ

$IONQ

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 388 Drill Down Earnings, Ep. 185: HubSpot Q2 earnings essentials ($HUBS) Instant analysis of HubSpot ($HUBS) Q2 earnings, as we hear from CEO Yamini Rangan. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #HubSpot #Earnings @HubSpot $HUBS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 07 Aug 2024 23:53:00 -0000 full 2 185 Cory Johnson Instant analysis of HubSpot ($HUBS) Q2 earnings, as we hear from CEO Yamini Rangan. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #HubSpot #Earnings @HubSpot $HUBS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of HubSpot ($HUBS) Q2 earnings, as we hear from CEO Yamini Rangan.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#HubSpot

#Earnings

@HubSpot

$HUBS

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 335 Drill Down Earnings, Ep. 184: Shopify Q2 earnings essentials ($SHOP) Instant analysis of Shopify ($SHOP) Q2 earnings, as we hear from CEO Tobi Lutke. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Shopify #Earnings @Shopify $SHOP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 07 Aug 2024 20:23:00 -0000 full 2 184 Cory Johnson Instant analysis of Shopify ($SHOP) Q2 earnings, as we hear from CEO Tobi Lutke. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Shopify #Earnings @Shopify $SHOP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Shopify ($SHOP) Q2 earnings, as we hear from CEO Tobi Lutke.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Shopify

#Earnings

@Shopify

$SHOP

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 445 Drill Down Earnings, Ep. 183: Rivian Automotive Q2 earnings essentials ($RIVN) Instant analysis of Rivian Automotive ($RIVN) Q2 earnings, as we hear from CEO RJ Scaringe. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Rivian Automotive #Earnings @Rivian Automotive $RIVN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 07 Aug 2024 01:41:00 -0000 full 2 183 Cory Johnson Instant analysis of Rivian Automotive ($RIVN) Q2 earnings, as we hear from CEO RJ Scaringe. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Rivian Automotive #Earnings @Rivian Automotive $RIVN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Rivian Automotive ($RIVN) Q2 earnings, as we hear from CEO RJ Scaringe.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Rivian Automotive

#Earnings

@Rivian Automotive

$RIVN

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 275 Drill Down Earnings, Ep. 182: Super Micro Computer Q2 earnings essentials ($SMCI) Instant analysis of Super Micro Computer ($SMCI) Q2 earnings, as we hear from CEO Charles Liang.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Super Micro Computer #Earnings @Super Micro Computer $SMCI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 07 Aug 2024 01:39:00 -0000 full 2 182 Cory Johnson Instant analysis of Super Micro Computer ($SMCI) Q2 earnings, as we hear from CEO Charles Liang.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Super Micro Computer #Earnings @Super Micro Computer $SMCI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Super Micro Computer ($SMCI) Q2 earnings, as we hear from CEO Charles Liang. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Super Micro Computer

#Earnings

@Super Micro Computer

$SMCI

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 281 Drill Down Earnings, Ep. 181: Fortinet Q2 earnings essentials ($FTNT) Instant analysis of Fortinet ($FTNT) Q2 earnings, as we hear from CFO Keith Jensen More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Fortinet #Earnings @Fortinet $FTNT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 06 Aug 2024 23:53:00 -0000 full 2 181 Cory Johnson Instant analysis of Fortinet ($FTNT) Q2 earnings, as we hear from CFO Keith Jensen More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Fortinet #Earnings @Fortinet $FTNT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Fortinet ($FTNT) Q2 earnings, as we hear from CFO Keith Jensen


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Fortinet

#Earnings

@Fortinet

$FTNT

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 274 Drill Down Earnings, Ep. 180: Globalfoundries Q2 earnings essentials ($GFS) Instant analysis of Globalfoundries ($GFS) Q2 earnings, as we hear from CEO Thomas Caulfield. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Globalfoundries #Earnings @Globalfoundries $GFS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 06 Aug 2024 22:54:00 -0000 full 2 180 Cory Johnson Instant analysis of Globalfoundries ($GFS) Q2 earnings, as we hear from CEO Thomas Caulfield. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Globalfoundries #Earnings @Globalfoundries $GFS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Globalfoundries ($GFS) Q2 earnings, as we hear from CEO Thomas Caulfield.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Globalfoundries

#Earnings

@Globalfoundries

$GFS

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 301 Drill Down Earnings, Ep. 179: Uber Technologies Q2 earnings essentials ($UBER) Instant analysis of Uber Technologies ($UBER) Q2 earnings, as we hear from CEO Dara Khosrowshahi. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Uber Technologies #Earnings @Uber Technologies $UBER #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 06 Aug 2024 22:53:00 -0000 full 2 182 Cory Johnson Instant analysis of Uber Technologies ($UBER) Q2 earnings, as we hear from CEO Dara Khosrowshahi. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Uber Technologies #Earnings @Uber Technologies $UBER #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Uber Technologies ($UBER) Q2 earnings, as we hear from CEO Dara Khosrowshahi.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Uber Technologies

#Earnings

@Uber Technologies

$UBER

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 261 Drill Down Earnings, Ep. 178: Palantir Technologies Q2 earnings essentials ($PLTR) Instant analysis of Palantir Technologies ($PLTR) Q2 earnings, as we hear from Futurum Group analyst Steven Dickens. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Palantir Technologies #Earnings @Palantir Technologies $PLTR #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 06 Aug 2024 00:22:00 -0000 full 2 178 Cory Johnson Instant analysis of Palantir Technologies ($PLTR) Q2 earnings, as we hear from Futurum Group analyst Steven Dickens. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Palantir Technologies #Earnings @Palantir Technologies $PLTR #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Palantir Technologies ($PLTR) Q2 earnings, as we hear from Futurum Group analyst Steven Dickens.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Palantir Technologies

#Earnings

@Palantir Technologies

$PLTR

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 272 Drill Down Earnings, Ep. 177: Lucid Group Q2 earnings essentials ($LCID) Instant analysis of Lucid Group ($LCID) Q2 earnings, as we hear from CEO Peter Rawlinson.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Lucid Group #Earnings @Lucid Group $LCID #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 06 Aug 2024 00:21:00 -0000 full 2 177 Cory Johnson Instant analysis of Lucid Group ($LCID) Q2 earnings, as we hear from CEO Peter Rawlinson.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Lucid Group #Earnings @Lucid Group $LCID #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Lucid Group ($LCID) Q2 earnings, as we hear from CEO Peter Rawlinson. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Lucid Group

#Earnings

@Lucid Group

$LCID

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 278 Drill Down Earnings, Ep. 176: Twilio Q2 earnings essentials ($TWLO) Instant analysis of Twilio ($TWLO) Q2 earnings, as we hear from CEO Khozema Shipchandler. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Twilio #Earnings @Twilio $TWLO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 02 Aug 2024 18:38:00 -0000 full 2 176 Cory Johnson Instant analysis of Twilio ($TWLO) Q2 earnings, as we hear from CEO Khozema Shipchandler. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Twilio #Earnings @Twilio $TWLO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Twilio ($TWLO) Q2 earnings, as we hear from CEO Khozema Shipchandler.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Twilio

#Earnings

@Twilio

$TWLO

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 318 Drill Down Earnings, Ep. 175: Cloudflare Q2 earnings essentials ($NET) Instant analysis of Cloudflare ($NET) Q2 earnings, as we hear from CEO Matthew Prince. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Cloudflare #Earnings @Cloudflare $NET #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 02 Aug 2024 18:37:00 -0000 full 2 175 Cory Johnson Instant analysis of Cloudflare ($NET) Q2 earnings, as we hear from CEO Matthew Prince. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Cloudflare #Earnings @Cloudflare $NET #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Cloudflare ($NET) Q2 earnings, as we hear from CEO Matthew Prince.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Cloudflare

#Earnings

@Cloudflare

$NET

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 360 Drill Down Earnings, Ep. 174: Snap Q2 earnings essentials ($SNAP) Instant analysis of Snap ($SNAP) Q2 earnings, as we hear from CEO Evan Spiegel. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Snap #Earnings @Snap $SNAP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 02 Aug 2024 00:32:00 -0000 full 2 174 Cory Johnson Instant analysis of Snap ($SNAP) Q2 earnings, as we hear from CEO Evan Spiegel. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Snap #Earnings @Snap $SNAP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Snap ($SNAP) Q2 earnings, as we hear from CEO Evan Spiegel.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Snap

#Earnings

@Snap

$SNAP

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 375 Drill Down Earnings, Ep. 173: Amazon.com Q2 earnings essentials ($AMZN) Instant analysis of Amazon.com ($AMZN) Q2 earnings, as we hear from CEO Andy Jassy. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Amazon.com #Earnings @Amazon.com $AMZN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 01 Aug 2024 23:50:00 -0000 full 2 173 Cory Johnson Instant analysis of Amazon.com ($AMZN) Q2 earnings, as we hear from CEO Andy Jassy. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Amazon.com #Earnings @Amazon.com $AMZN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Amazon.com ($AMZN) Q2 earnings, as we hear from CEO Andy Jassy.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Amazon.com

#Earnings

@Amazon.com

$AMZN

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 342 Drill Down Earnings, Ep. 172: Intel Q2 earnings essentials ($INTC) Instant analysis of Intel ($INTC) Q2 earnings, as we hear from CEO Pat Gelsinger. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Intel #Earnings @Intel $INTC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 01 Aug 2024 23:16:00 -0000 full 2 172 Cory Johnson Instant analysis of Intel ($INTC) Q2 earnings, as we hear from CEO Pat Gelsinger. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Intel #Earnings @Intel $INTC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Intel ($INTC) Q2 earnings, as we hear from CEO Pat Gelsinger.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Intel

#Earnings

@Intel

$INTC

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 374 Drill Down Earnings, Ep. 171: Apple Q2 earnings essentials ($AAPL) Instant analysis of Apple ($AAPL) Q2 earnings, as we hear from CEO Tim Cook. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Apple #Earnings @Apple $AAPL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 01 Aug 2024 22:47:00 -0000 full 2 171 Cory Johnson Instant analysis of Apple ($AAPL) Q2 earnings, as we hear from CEO Tim Cook. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Apple #Earnings @Apple $AAPL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Apple ($AAPL) Q2 earnings, as we hear from CEO Tim Cook.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Apple

#Earnings

@Apple

$AAPL

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 381 Drill Down Earnings, Ep. 170: Mobileye Global Q2 earnings essentials ($MBLY) Instant analysis of Mobileye Global ($MBLY) Q2 earnings, as we hear from CEO Prof. Amnon Shashua. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Mobileye Global #Earnings @Mobileye Global $MBLY #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 01 Aug 2024 18:36:00 -0000 full 2 170 Cory Johnson Instant analysis of Mobileye Global ($MBLY) Q2 earnings, as we hear from CEO Prof. Amnon Shashua. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Mobileye Global #Earnings @Mobileye Global $MBLY #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Mobileye Global ($MBLY) Q2 earnings, as we hear from CEO Prof. Amnon Shashua.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Mobileye Global

#Earnings

@Mobileye Global

$MBLY

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 357 Drill Down Earnings, Ep. 169: Lam Research Q4 earnings essentials ($LRCX) Instant analysis of Lam Research ($LRCX) Q4 earnings, as we hear from CEO Timothy Archer. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Lam Research #Earnings @Lam Research $LRCX #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 01 Aug 2024 00:39:00 -0000 full 2 169 Cory Johnson Instant analysis of Lam Research ($LRCX) Q4 earnings, as we hear from CEO Timothy Archer. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Lam Research #Earnings @Lam Research $LRCX #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Lam Research ($LRCX) Q4 earnings, as we hear from CEO Timothy Archer.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Lam Research

#Earnings

@Lam Research

$LRCX

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 366 Drill Down Earnings, Ep. 168: Arm PLC Q2 earnings essentials ($ARM) Instant analysis of Arm PLC ($ARM) Q2 earnings, as we hear from CEO Rene Haas. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Arm PLC #Earnings @Arm PLC $ARM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 31 Jul 2024 23:59:00 -0000 full 2 171 Cory Johnson Instant analysis of Arm PLC ($ARM) Q2 earnings, as we hear from CEO Rene Haas. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Arm PLC #Earnings @Arm PLC $ARM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Arm PLC ($ARM) Q2 earnings, as we hear from CEO Rene Haas.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Arm PLC

#Earnings

@Arm PLC

$ARM

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 364 Drill Down Earnings, Ep. 167: Meta Platforms Q2 earnings essentials ($META) Instant analysis of Meta Platforms ($META) Q2 earnings, as we hear from CEO Mark Zuckerberg. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Meta Platforms #Earnings @Meta Platforms $META #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 31 Jul 2024 23:13:00 -0000 full 2 167 Cory Johnson Instant analysis of Meta Platforms ($META) Q2 earnings, as we hear from CEO Mark Zuckerberg. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Meta Platforms #Earnings @Meta Platforms $META #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Meta Platforms ($META) Q2 earnings, as we hear from CEO Mark Zuckerberg.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Meta Platforms

#Earnings

@Meta Platforms

$META

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 418 Drill Down Earnings, Ep. 166: Qualcomm Q3 earnings essentials ($QCOM) Instant analysis of Qualcomm ($QCOM) Q3 earnings, as we hear from CEO Cristiano Amon. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Qualcomm #Earnings @Qualcomm $QCOM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 31 Jul 2024 22:49:00 -0000 full 2 166 Cory Johnson Instant analysis of Qualcomm ($QCOM) Q3 earnings, as we hear from CEO Cristiano Amon. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Qualcomm #Earnings @Qualcomm $QCOM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Qualcomm ($QCOM) Q3 earnings, as we hear from CEO Cristiano Amon.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Qualcomm

#Earnings

@Qualcomm

$QCOM

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 285 Drill Down Earnings, Ep. 165: Western Digital Q2 earnings essentials ($WDC) Instant analysis of Western Digital ($WDC) Q2 earnings, as we hear from CEO David Goeckeler. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Western Digital #Earnings @Western Digital $WDC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 31 Jul 2024 22:23:00 -0000 full 2 165 Cory Johnson Instant analysis of Western Digital ($WDC) Q2 earnings, as we hear from CEO David Goeckeler. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Western Digital #Earnings @Western Digital $WDC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Western Digital ($WDC) Q2 earnings, as we hear from CEO David Goeckeler.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Western Digital

#Earnings

@Western Digital

$WDC

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 347 Drill Down Earnings, Ep. 164: Microsoft Q4 earnings essentials ($MSFT) Instant analysis of Microsoft ($MSFT) Q4 earnings, as we hear from CEO Satya Nadella. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Microsoft #Earnings @Microsoft $MSFT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 31 Jul 2024 00:05:00 -0000 full 2 164 Cory Johnson Instant analysis of Microsoft ($MSFT) Q4 earnings, as we hear from CEO Satya Nadella. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Microsoft #Earnings @Microsoft $MSFT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Microsoft ($MSFT) Q4 earnings, as we hear from CEO Satya Nadella.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Microsoft

#Earnings

@Microsoft

$MSFT

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 357 Drill Down Earnings, Ep. 163: AMD Q2 earnings essentials ($AMD) Instant analysis of AMD ($AMD) Q2 earnings, as we hear from CEO Lisa Su. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #AMD #Earnings @AMD $AMD #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 30 Jul 2024 23:22:00 -0000 full 2 163 Cory Johnson Instant analysis of AMD ($AMD) Q2 earnings, as we hear from CEO Lisa Su. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #AMD #Earnings @AMD $AMD #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of AMD ($AMD) Q2 earnings, as we hear from CEO Lisa Su.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#AMD

#Earnings

@AMD

$AMD

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 329 Drill Down Earnings, Ep. 162: Arista Networks Q2 earnings essentials ($ANET) Instant analysis of Arista Networks ($ANET) Q2 earnings, as we hear from CEO Jayshree Ullal. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Arista Networks #Earnings @Arista Networks $ANET #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 30 Jul 2024 22:20:00 -0000 full 2 162 Cory Johnson Instant analysis of Arista Networks ($ANET) Q2 earnings, as we hear from CEO Jayshree Ullal. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Arista Networks #Earnings @Arista Networks $ANET #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Arista Networks ($ANET) Q2 earnings, as we hear from CEO Jayshree Ullal.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Arista Networks

#Earnings

@Arista Networks

$ANET

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 320 Drill Down Earnings, Ep. 161: Gartner Q2 earnings essentials ($IT). Instant analysis of Gartner ($IT) Q2 earnings, as we hear from CEO Gene Hall. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Gartner #Earnings @Gartner $IT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 30 Jul 2024 18:36:00 -0000 full 2 161 Cory Johnson Instant analysis of Gartner ($IT) Q2 earnings, as we hear from CEO Gene Hall. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Gartner #Earnings @Gartner $IT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Gartner ($IT) Q2 earnings, as we hear from CEO Gene Hall.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Gartner

#Earnings

@Gartner

$IT

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod


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]]> 292 Drill Down Earnings, Ep. 160: PayPal Q2 earnings essentials ($PYPL) Instant analysis of PayPal ($PYPL) Q2 earnings, as we hear from CEO Alex Chriss. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #PayPal #Earnings @PayPal $PYPL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 30 Jul 2024 18:04:00 -0000 full 2 160 Cory Johnson Instant analysis of PayPal ($PYPL) Q2 earnings, as we hear from CEO Alex Chriss. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #PayPal #Earnings @PayPal $PYPL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of PayPal ($PYPL) Q2 earnings, as we hear from CEO Alex Chriss.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#PayPal

#Earnings

@PayPal

$PYPL

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 268 Drill Down Earnings, Ep. 159: Lattice Semiconductor Q2 earnings essentials ($LSCC) Instant analysis of Lattice Semiconductor ($LSCC) Q2 earnings, as we hear from interim CEO Esam Elashmawi. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #LatticeSemiconductor #Earnings @Lattice Semiconductor $LSCC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 30 Jul 2024 00:30:00 -0000 full 2 159 Cory Johnson Instant analysis of Lattice Semiconductor ($LSCC) Q2 earnings, as we hear from interim CEO Esam Elashmawi. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #LatticeSemiconductor #Earnings @Lattice Semiconductor $LSCC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Lattice Semiconductor ($LSCC) Q2 earnings, as we hear from interim CEO Esam Elashmawi.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#LatticeSemiconductor

#Earnings

@Lattice Semiconductor

$LSCC

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 333 Drill Down Earnings, Ep. 158: F5 Q3 earnings essentials ($FFIV) Instant analysis of F5 ($FFIV) Q3 earnings, as we hear from CEO François Locoh-Donou. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #F5 #Earnings @F5 $FFIV #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 29 Jul 2024 23:02:00 -0000 full 2 158 Cory Johnson Instant analysis of F5 ($FFIV) Q3 earnings, as we hear from CEO François Locoh-Donou. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #F5 #Earnings @F5 $FFIV #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of F5 ($FFIV) Q3 earnings, as we hear from CEO François Locoh-Donou.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#F5

#Earnings

@F5

$FFIV

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 374 Drill Down Earnings, Ep. 157: ON Semiconductor Q2 earnings essentials ($ON) Instant analysis of ON Semiconductor ($ON) Q2 earnings, as we hear from CEO Hassane El-Khoury. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #ON Semiconductor #Earnings @ON Semiconductor $ON #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 29 Jul 2024 19:57:00 -0000 full 2 157 Cory Johnson Instant analysis of ON Semiconductor ($ON) Q2 earnings, as we hear from CEO Hassane El-Khoury. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #ON Semiconductor #Earnings @ON Semiconductor $ON #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of ON Semiconductor ($ON) Q2 earnings, as we hear from CEO Hassane El-Khoury.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#ON Semiconductor

#Earnings

@ON Semiconductor

$ON

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 349 Drill Down Earnings, Ep. 156: Comfort Systems Q2 earnings essentials ($FIX) Instant analysis of Comfort Systems ($FIX) Q2 earnings, as we hear from CEO Brian Lane. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Comfort Systems #Earnings @Comfort Systems $FIX #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 26 Jul 2024 17:22:00 -0000 full 2 156 Cory Johnson Instant analysis of Comfort Systems ($FIX) Q2 earnings, as we hear from CEO Brian Lane. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Comfort Systems #Earnings @Comfort Systems $FIX #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Comfort Systems ($FIX) Q2 earnings, as we hear from CEO Brian Lane.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Comfort Systems

#Earnings

@Comfort Systems

$FIX

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 328 Drill Down Earnings, Ep. 155: Teradyne Q2 earnings essentials ($TER) Instant analysis of Teradyne ($TER) Q2 earnings, as we hear from CEO Greg Smith. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Teradyne #Earnings @Teradyne $TER #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 25 Jul 2024 19:52:00 -0000 full 2 155 Cory Johnson Instant analysis of Teradyne ($TER) Q2 earnings, as we hear from CEO Greg Smith. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Teradyne #Earnings @Teradyne $TER #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Teradyne ($TER) Q2 earnings, as we hear from CEO Greg Smith.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Teradyne

#Earnings

@Teradyne

$TER

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 388 Drill Down Earnings, Ep. 154 : KLA Q4 earnings essentials ($KLAC) Instant analysis of KLA ($KLAC) Q4 earnings, as we hear from CEO Rick Wallace. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #KLA #Earnings @KLA $KLAC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 25 Jul 2024 01:18:00 -0000 full 2 152 Cory Johnson Instant analysis of KLA ($KLAC) Q4 earnings, as we hear from CEO Rick Wallace. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #KLA #Earnings @KLA $KLAC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of KLA ($KLAC) Q4 earnings, as we hear from CEO Rick Wallace.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#KLA

#Earnings

@KLA

$KLAC

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 305 Drill Down Earnings, Ep. 152: ServiceNow Q2 earnings essentials ($NOW) Instant analysis of ServiceNow ($NOW) Q2 earnings, as we hear from CEO Bill McDermott. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #ServiceNow #Earnings @ServiceNow $NOW #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 25 Jul 2024 01:14:00 -0000 full 2 152 Cory Johnson Instant analysis of ServiceNow ($NOW) Q2 earnings, as we hear from CEO Bill McDermott. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #ServiceNow #Earnings @ServiceNow $NOW #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of ServiceNow ($NOW) Q2 earnings, as we hear from CEO Bill McDermott.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#ServiceNow

#Earnings

@ServiceNow

$NOW

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 366 Drill Down Earnings, Ep. 153: IBM Q2 earnings essentials ($IBM) Instant analysis of IBM ($IBM) Q2 earnings, as we hear from CEO CEONAMETK. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #IBM #Earnings @IBM $IBM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 25 Jul 2024 00:16:00 -0000 full 2 153 Cory Johnson Instant analysis of IBM ($IBM) Q2 earnings, as we hear from CEO CEONAMETK. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #IBM #Earnings @IBM $IBM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of IBM ($IBM) Q2 earnings, as we hear from CEO CEONAMETK.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#IBM

#Earnings

@IBM

$IBM

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 332 Drill Down Earnings, Ep. 151: Vertiv Q2 earnings essentials ($VRT) Instant analysis of Vertiv ($VRT) Q2 earnings, as we hear from CEO Giordano Albertazzi. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Vertiv #Earnings @Vertiv $VRT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 24 Jul 2024 19:08:00 -0000 full 2 151 Cory Johnson Instant analysis of Vertiv ($VRT) Q2 earnings, as we hear from CEO Giordano Albertazzi. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Vertiv #Earnings @Vertiv $VRT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Vertiv ($VRT) Q2 earnings, as we hear from CEO Giordano Albertazzi.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Vertiv

#Earnings

@Vertiv

$VRT

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod


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]]> 323 Drill Down Earnings, Ep. 150: Texas Instruments Q2 earnings essentials ($TXN) Instant analysis of Texas Instruments ($TXN) Q2 earnings, as we hear from CEO Haviv Ilan. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Texas Instruments #Earnings @Texas Instruments $TXN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 24 Jul 2024 00:33:00 -0000 full 2 150 Cory Johnson Instant analysis of Texas Instruments ($TXN) Q2 earnings, as we hear from CEO Haviv Ilan. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Texas Instruments #Earnings @Texas Instruments $TXN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Texas Instruments ($TXN) Q2 earnings, as we hear from CEO Haviv Ilan.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Texas Instruments

#Earnings

@Texas Instruments

$TXN

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 318 Drill Down Earnings, Ep. 149: Alphabet Q2 earnings essentials ($GOOG) Instant analysis of Alphabet ($GOOG) Q2 earnings, as we hear from CEO Sundar Pichai. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Alphabet #Earnings @Alphabet $GOOG #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 23 Jul 2024 23:43:00 -0000 full 2 149 Cory Johnson Instant analysis of Alphabet ($GOOG) Q2 earnings, as we hear from CEO Sundar Pichai. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Alphabet #Earnings @Alphabet $GOOG #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Alphabet ($GOOG) Q2 earnings, as we hear from CEO Sundar Pichai.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Alphabet

#Earnings

@Alphabet

$GOOG

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 353 Drill Down Earnings, Ep. 148: Tesla Q2 earnings essentials ($TSLA) Instant analysis of Tesla ($TSLA) Q2 earnings, as we hear from CEO Elon Musk. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Tesla #Earnings @Tesla $TSLA #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 23 Jul 2024 23:19:00 -0000 full 2 151 Cory Johnson Instant analysis of Tesla ($TSLA) Q2 earnings, as we hear from CEO Elon Musk. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Tesla #Earnings @Tesla $TSLA #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Tesla ($TSLA) Q2 earnings, as we hear from CEO Elon Musk.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Tesla

#Earnings

@Tesla

$TSLA

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod


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]]> 341 Drill Down Earnings, Ep. 147: Spotify Q2 earnings essentials ($SPOT) Instant analysis of Spotify ($SPOT) Q2 earnings, as we hear from CEO Daniel Ek. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Spotify #Earnings @Spotify $SPOT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 23 Jul 2024 23:18:00 -0000 full 2 147 Cory Johnson Instant analysis of Spotify ($SPOT) Q2 earnings, as we hear from CEO Daniel Ek. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Spotify #Earnings @Spotify $SPOT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Spotify ($SPOT) Q2 earnings, as we hear from CEO Daniel Ek.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Spotify

#Earnings

@Spotify

$SPOT

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 356 Drill Down Earnings, Ep. 146: NXP Semiconductors Q1 earnings essentials ($NXPI) Instant analysis of NXP Semiconductors ($NXPI) Q1 earnings, as we hear from CEO Kurt Sievers. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #NXP Semiconductors #Earnings @NXP Semiconductors $NXPI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 23 Jul 2024 16:37:00 -0000 full 2 146 Cory Johnson Instant analysis of NXP Semiconductors ($NXPI) Q1 earnings, as we hear from CEO Kurt Sievers. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #NXP Semiconductors #Earnings @NXP Semiconductors $NXPI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of NXP Semiconductors ($NXPI) Q1 earnings, as we hear from CEO Kurt Sievers.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#NXP Semiconductors

#Earnings

@NXP Semiconductors

$NXPI

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 349 Drill Down Earnings, Ep. 145: SAP Q2 earnings essentials ($SAP) Instant analysis of SAP ($SAP) Q2 earnings, as we hear from CEO Christian Klein. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #SAP #Earnings @SAP $SAP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 23 Jul 2024 16:37:00 -0000 full 2 145 Cory Johnson Instant analysis of SAP ($SAP) Q2 earnings, as we hear from CEO Christian Klein. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #SAP #Earnings @SAP $SAP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of SAP ($SAP) Q2 earnings, as we hear from CEO Christian Klein.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#SAP

#Earnings

@SAP

$SAP

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod


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]]> 289 Drill Down Earnings, Ep. 144: Cadence Design Systems Q2 earnings essentials ($CDNS) Instant analysis of Cadence Design Systems ($CDNS) Q2 earnings, as we hear from CEO Anirudh Devgan. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Cadence Design Systems #Earnings @Cadence Design Systems $CDNS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 22 Jul 2024 22:28:00 -0000 full 2 144 Cory Johnson Instant analysis of Cadence Design Systems ($CDNS) Q2 earnings, as we hear from CEO Anirudh Devgan. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Cadence Design Systems #Earnings @Cadence Design Systems $CDNS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Cadence Design Systems ($CDNS) Q2 earnings, as we hear from CEO Anirudh Devgan.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Cadence Design Systems

#Earnings

@Cadence Design Systems

$CDNS

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 322 Drill Down Earnings, Ep. 143: Netflix Q2 earnings essentials ($NFLX) Instant analysis of Netflix ($NFLX) Q2 earnings, as we hear from CEO Ted Sarandos. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Netflix #Earnings @Netflix $NFLX #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 18 Jul 2024 23:17:00 -0000 full 2 143 Cory Johnson Instant analysis of Netflix ($NFLX) Q2 earnings, as we hear from CEO Ted Sarandos. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Netflix #Earnings @Netflix $NFLX #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Netflix ($NFLX) Q2 earnings, as we hear from CEO Ted Sarandos.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Netflix

#Earnings

@Netflix

$NFLX

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 333 Drill Down Earnings, Ep. 142: Nokia Q2 earnings essentials ($NOK) Instant analysis of Nokia ($NOK) Q2 earnings, as we hear from CEO Pekka Lundmark. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Nokia #Earnings @Nokia $NOK #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod @SixFiveMedia Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 18 Jul 2024 19:03:00 -0000 full 2 142 Cory Johnson Instant analysis of Nokia ($NOK) Q2 earnings, as we hear from CEO Pekka Lundmark. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Nokia #Earnings @Nokia $NOK #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod @SixFiveMedia Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Nokia ($NOK) Q2 earnings, as we hear from CEO Pekka Lundmark.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Nokia

#Earnings

@Nokia

$NOK

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

@SixFiveMedia


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]]> 294 Drill Down Earnings, Ep. 141: Taiwan Semiconductor Manufacturing Q2 earnings essentials ($TSM) Instant analysis of Taiwan Semiconductor Manufacturing ($TSM) Q2 earnings, as we hear from CEO C.C. Wei. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Taiwan Semiconductor Manufacturing #Earnings @Taiwan Semiconductor Manufacturing $TSM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 18 Jul 2024 17:55:00 -0000 full 2 141 Cory Johnson Instant analysis of Taiwan Semiconductor Manufacturing ($TSM) Q2 earnings, as we hear from CEO C.C. Wei. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Taiwan Semiconductor Manufacturing #Earnings @Taiwan Semiconductor Manufacturing $TSM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Taiwan Semiconductor Manufacturing ($TSM) Q2 earnings, as we hear from CEO C.C. Wei.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Taiwan Semiconductor Manufacturing

#Earnings

@Taiwan Semiconductor Manufacturing

$TSM

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 368 Drill Down Earnings, Ep. 140: ASML Q2 earnings essentials ($ASML) Instant analysis of ASML ($ASML) Q2 earnings, and we hear directly from CEO Christophe Forquet. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #ASML #Earnings @ASML $ASML #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 17 Jul 2024 19:56:00 -0000 full 2 140 Cory Johnson Instant analysis of ASML ($ASML) Q2 earnings, and we hear directly from CEO Christophe Forquet. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #ASML #Earnings @ASML $ASML #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of ASML ($ASML) Q2 earnings, and we hear directly from CEO Christophe Forquet.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#ASML

#Earnings

@ASML

$ASML

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 401 Drill Down Earnings, Ep. 139: Micron Technology Q3 earnings essentials ($MU) Instant analysis of Micron Technology ($MU) Q3 earnings, as we hear from CEO Sanjay Mehrotra. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Micron Technology #Earnings @Micron Technology $MU #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 26 Jun 2024 23:20:00 -0000 full 2 139 Cory Johnson Instant analysis of Micron Technology ($MU) Q3 earnings, as we hear from CEO Sanjay Mehrotra. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Micron Technology #Earnings @Micron Technology $MU #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Micron Technology ($MU) Q3 earnings, as we hear from CEO Sanjay Mehrotra.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Micron Technology

#Earnings

@Micron Technology

$MU

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 402 Drill Down Earnings, Ep. 138: Adobe Q2 earnings essentials ($ADBE) Instant analysis of Adobe ($ADBE) Q2 earnings, as we hear from CEO Shantanu Narayen. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Adobe #Earnings @Adobe $ADBE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 19 Jun 2024 22:37:00 -0000 full 2 138 Cory Johnson Instant analysis of Adobe ($ADBE) Q2 earnings, as we hear from CEO Shantanu Narayen. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Adobe #Earnings @Adobe $ADBE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Adobe ($ADBE) Q2 earnings, as we hear from CEO Shantanu Narayen.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Adobe

#Earnings

@Adobe

$ADBE

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 315 Drill Down Earnings, Ep. 137: Broadcom Q2 earnings essentials ($AVGO) Instant analysis of Broadcom ($AVGO) Q2 earnings, as we hear from CEO Hock Tan. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Broadcom #Earnings @Broadcom $AVGO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 13 Jun 2024 22:58:00 -0000 full 2 137 Cory Johnson Instant analysis of Broadcom ($AVGO) Q2 earnings, as we hear from CEO Hock Tan. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Broadcom #Earnings @Broadcom $AVGO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Broadcom ($AVGO) Q2 earnings, as we hear from CEO Hock Tan.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Broadcom

#Earnings

@Broadcom

$AVGO

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 377 Drill Down Earnings, Ep. 136: Oracle Q4 2024 earnings essentials ($ORCL) Instant analysis of Oracle ($ORCL) Q4 2024 earnings, as we hear from CEO chief technology officer and founder Larry Ellison. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Oracle #Earnings @Oracle $ORCL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 12 Jun 2024 17:41:00 -0000 full 2 136 Cory Johnson Instant analysis of Oracle ($ORCL) Q4 2024 earnings, as we hear from CEO chief technology officer and founder Larry Ellison. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Oracle #Earnings @Oracle $ORCL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Oracle ($ORCL) Q4 2024 earnings, as we hear from CEO chief technology officer and founder Larry Ellison.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Oracle

#Earnings

@Oracle

$ORCL

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 411 Ep. 249: Elastic CEO Ash Kulkarni, Crowdstrike, Lululemon and Hewlett Packard Enterprise Our big interview with Elastic CEO Ash Kulkarni (ESTC). Also Crowdstrike (CRWD) masters cyber security, Lululemon (LULU) wrestles with inventory and the parable of the Everywhere Belt Bag, and Hewlett Packard Enterprise (HPE) rides liquid cooling to server success. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 07 Jun 2024 23:09:00 -0000 full 1 249 Cory Johnson Our big interview with Elastic CEO Ash Kulkarni (ESTC). Also Crowdstrike (CRWD) masters cyber security, Lululemon (LULU) wrestles with inventory and the parable of the Everywhere Belt Bag, and Hewlett Packard Enterprise (HPE) rides liquid cooling to server success. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Our big interview with Elastic CEO Ash Kulkarni (ESTC). Also Crowdstrike (CRWD) masters cyber security, Lululemon (LULU) wrestles with inventory and the parable of the Everywhere Belt Bag, and Hewlett Packard Enterprise (HPE) rides liquid cooling to server success.


https://linktr.ee/drilldownpod


Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. 


It’s business news for business people.


Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 1786 Drill Down Earnings, Ep. 135: Docusign Q1 earnings essentials ($DOCU) Instant analysis of Docusign ($DOCU) Q1 earnings, as we hear from CEO Allan Thygesen. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Docusign #Earnings @Docusign $DOCU #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 07 Jun 2024 18:29:00 -0000 full 2 135 Cory Johnson Instant analysis of Docusign ($DOCU) Q1 earnings, as we hear from CEO Allan Thygesen. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Docusign #Earnings @Docusign $DOCU #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Docusign ($DOCU) Q1 earnings, as we hear from CEO Allan Thygesen.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Docusign

#Earnings

@Docusign

$DOCU

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 379 Drill Down Earnings, Ep. 134: Smartsheet Q1 earnings essentials ($SMAR) Instant analysis of Smartsheet ($SMAR) Q1 earnings, as we hear from CEO Mark Mader. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Smartsheet #Earnings @Smartsheet $SMAR #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 06 Jun 2024 00:43:00 -0000 full 2 134 Cory Johnson Instant analysis of Smartsheet ($SMAR) Q1 earnings, as we hear from CEO Mark Mader. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Smartsheet #Earnings @Smartsheet $SMAR #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Smartsheet ($SMAR) Q1 earnings, as we hear from CEO Mark Mader.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Smartsheet

#Earnings

@Smartsheet

$SMAR

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 329 Drill Down Earnings, Ep. 133: Hewlett Packard Enterprise Q2 earnings essentials ($HPE) Instant analysis of Hewlett Packard Enterprise ($HPE) Q2 earnings, as we hear from CEO Antonio Neri. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Hewlett Packard Enterprise #Earnings @Hewlett Packard Enterprise $HPE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 05 Jun 2024 17:58:00 -0000 full 2 133 Cory Johnson Instant analysis of Hewlett Packard Enterprise ($HPE) Q2 earnings, as we hear from CEO Antonio Neri. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Hewlett Packard Enterprise #Earnings @Hewlett Packard Enterprise $HPE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Hewlett Packard Enterprise ($HPE) Q2 earnings, as we hear from CEO Antonio Neri.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Hewlett Packard Enterprise

#Earnings

@Hewlett Packard Enterprise

$HPE

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 334 Drill Down Earnings, Ep. 132: Crowdstrike Q1 earnings essentials ($CRWD) Instant analysis of Crowdstrike ($CRWD) Q1 earnings, as we hear from CEO George Kurtz. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Crowdstrike #Earnings @Crowdstrike $CRWD #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 05 Jun 2024 17:55:00 -0000 full 2 132 Cory Johnson Instant analysis of Crowdstrike ($CRWD) Q1 earnings, as we hear from CEO George Kurtz. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Crowdstrike #Earnings @Crowdstrike $CRWD #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Crowdstrike ($CRWD) Q1 earnings, as we hear from CEO George Kurtz.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Crowdstrike

#Earnings

@Crowdstrike

$CRWD

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod


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

]]> 347 Drill Down Earnings, Ep. 131: Dell Q1 earnings essentials ($DELL) Instant analysis of Dell ($DELL) Q1 earnings, as we hear from CFO Jeffrey Clarke. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Dell #Earnings @Dell $DELL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 31 May 2024 02:50:00 -0000 full 2 131 Cory Johnson Instant analysis of Dell ($DELL) Q1 earnings, as we hear from CFO Jeffrey Clarke. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Dell #Earnings @Dell $DELL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Dell ($DELL) Q1 earnings, as we hear from CFO Jeffrey Clarke.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Dell

#Earnings

@Dell

$DELL

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 369 Drill Down Earnings, Ep. 130: Elastic Q4 earnings essentials ($ESTC) Instant analysis of Elastic ($ESTC) Q4 earnings, as we hear from CEO Ashutosh Kulkarni. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Elastic #Earnings @Elastic $ESTC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 31 May 2024 02:08:00 -0000 full 2 130 Cory Johnson Instant analysis of Elastic ($ESTC) Q4 earnings, as we hear from CEO Ashutosh Kulkarni. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Elastic #Earnings @Elastic $ESTC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Elastic ($ESTC) Q4 earnings, as we hear from CEO Ashutosh Kulkarni.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Elastic

#Earnings

@Elastic

$ESTC

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 333 Drill Down Earnings, Ep. 129: Veeva Systems Q1 earnings essentials ($VEEV) Instant analysis of Veeva Systems ($VEEV) Q1 earnings, as we hear from CEO Peter Gassner. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Veeva Systems #Earnings @Veeva Systems $VEEV #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 31 May 2024 01:08:00 -0000 full 2 129 Cory Johnson Instant analysis of Veeva Systems ($VEEV) Q1 earnings, as we hear from CEO Peter Gassner. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Veeva Systems #Earnings @Veeva Systems $VEEV #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Veeva Systems ($VEEV) Q1 earnings, as we hear from CEO Peter Gassner.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Veeva Systems

#Earnings

@Veeva Systems

$VEEV

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod


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]]> 345 Drill Down Earnings, Ep. 128: Mongodb Q1 earnings essentials ($MDB) Instant analysis of Mongodb ($MDB) Q1 earnings, as we hear from CEO Dev Ittycheria. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Mongodb #Earnings @Mongodb $MDB #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 31 May 2024 00:19:00 -0000 full 2 128 Cory Johnson Instant analysis of Mongodb ($MDB) Q1 earnings, as we hear from CEO Dev Ittycheria. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Mongodb #Earnings @Mongodb $MDB #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Mongodb ($MDB) Q1 earnings, as we hear from CEO Dev Ittycheria.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Mongodb

#Earnings

@Mongodb

$MDB

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 277 Drill Down Earnings, Ep. 127: Zscaler Q3 earnings essentials ($ZS) Instant analysis of Zscaler ($ZS) Q3 earnings, as we hear from CEO Jay Chaudhry. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Zscaler #Earnings @Zscaler $ZS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 30 May 2024 23:47:00 -0000 full 2 127 Cory Johnson Instant analysis of Zscaler ($ZS) Q3 earnings, as we hear from CEO Jay Chaudhry. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Zscaler #Earnings @Zscaler $ZS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Zscaler ($ZS) Q3 earnings, as we hear from CEO Jay Chaudhry.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Zscaler

#Earnings

@Zscaler

$ZS

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 346 Drill Down Earnings, Ep. 126: Marvell Technology Q1 earnings essentials ($MRVL) Instant analysis of Marvell Technology ($MRVL) Q1 earnings, as we hear from CEO Matt Murphy. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #MarvellTechnology #Earnings @Marvell Technology $MRVL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 30 May 2024 23:20:00 -0000 full 2 126 Cory Johnson Instant analysis of Marvell Technology ($MRVL) Q1 earnings, as we hear from CEO Matt Murphy. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #MarvellTechnology #Earnings @Marvell Technology $MRVL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Marvell Technology ($MRVL) Q1 earnings, as we hear from CEO Matt Murphy.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#MarvellTechnology

#Earnings

@Marvell Technology

$MRVL

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 271 Drill Down Earnings, Ep. 125: Okta Q1 earnings essentials ($OKTA) Instant analysis of Okta ($OKTA) Q1 earnings, as we hear from CEO Todd McKinnon. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Okta #Earnings @Okta $OKTA #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 30 May 2024 01:38:00 -0000 full 2 125 Cory Johnson Instant analysis of Okta ($OKTA) Q1 earnings, as we hear from CEO Todd McKinnon. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Okta #Earnings @Okta $OKTA #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Okta ($OKTA) Q1 earnings, as we hear from CEO Todd McKinnon.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Okta

#Earnings

@Okta

$OKTA

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 303 Drill Down Earnings, Ep. 124: HP Q2 earnings essentials ($HPQ) Instant analysis of HP ($HPQ) Q2 earnings, as we hear from CEO Enrique Lores. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #HP #Earnings @HP $HPQ #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 30 May 2024 00:23:00 -0000 full 2 124 Cory Johnson Instant analysis of HP ($HPQ) Q2 earnings, as we hear from CEO Enrique Lores. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #HP #Earnings @HP $HPQ #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of HP ($HPQ) Q2 earnings, as we hear from CEO Enrique Lores.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#HP

#Earnings

@HP

$HPQ

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 329 Drill Down Earnings, Ep. 123: C3.ai Q4 earnings essentials ($AI) Instant analysis of C3.ai ($AI) Q4 earnings, as we hear from CEO Tom Siebel. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #C3.ai #Earnings @C3.ai $AI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 29 May 2024 23:46:00 -0000 full 2 123 Cory Johnson Instant analysis of C3.ai ($AI) Q4 earnings, as we hear from CEO Tom Siebel. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #C3.ai #Earnings @C3.ai $AI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of C3.ai ($AI) Q4 earnings, as we hear from CEO Tom Siebel.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#C3.ai

#Earnings

@C3.ai

$AI

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 368 Drill Down Earnings, Ep. 122: Salesforce Q1 earnings essentials ($CRM) Instant analysis of Salesforce ($CRM) Q1 earnings, as we hear from CEO Marc Benioff. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Salesforce #Earnings @Salesforce $CRM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 29 May 2024 23:00:00 -0000 full 2 122 Cory Johnson Instant analysis of Salesforce ($CRM) Q1 earnings, as we hear from CEO Marc Benioff. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Salesforce #Earnings @Salesforce $CRM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Salesforce ($CRM) Q1 earnings, as we hear from CEO Marc Benioff.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Salesforce

#Earnings

@Salesforce

$CRM

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod


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]]> 429 Drill Down Earnings, Ep. 121: Intuit Q2 earnings essentials ($INTU) Instant analysis of Intuit ($INTU) Q2 earnings, as we hear from CEO Sasan Goodarzi. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Intuit #Earnings @Intuit $INTU #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 24 May 2024 01:01:00 -0000 full 2 121 Cory Johnson Instant analysis of Intuit ($INTU) Q2 earnings, as we hear from CEO Sasan Goodarzi. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Intuit #Earnings @Intuit $INTU #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Intuit ($INTU) Q2 earnings, as we hear from CEO Sasan Goodarzi.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Intuit

#Earnings

@Intuit

$INTU

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 287 Drill Down Earnings, Ep. 120: Workday Q1 2025 earnings essentials ($WDAY) Instant analysis of Workday ($WDAY) Q1 2025 earnings, as we hear from CEO Carl Eschenbach. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Workday #Earnings @Workday $WDAY #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 23 May 2024 23:59:00 -0000 full 2 120 Cory Johnson Instant analysis of Workday ($WDAY) Q1 2025 earnings, as we hear from CEO Carl Eschenbach. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Workday #Earnings @Workday $WDAY #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Workday ($WDAY) Q1 2025 earnings, as we hear from CEO Carl Eschenbach.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Workday

#Earnings

@Workday

$WDAY

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 337 Drill Down Earnings, Ep. 119: Snowflake Q1 2025 earnings essentials ($SNOW) Instant analysis of Snowflake ($SNOW) Q1 2025 earnings, as we hear from CEO Sridhar Ramaswamy. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Snowflake #Earnings @Snowflake $SNOW #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 23 May 2024 02:20:00 -0000 full 2 119 Cory Johnson Instant analysis of Snowflake ($SNOW) Q1 2025 earnings, as we hear from CEO Sridhar Ramaswamy. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Snowflake #Earnings @Snowflake $SNOW #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Snowflake ($SNOW) Q1 2025 earnings, as we hear from CEO Sridhar Ramaswamy.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Snowflake

#Earnings

@Snowflake

$SNOW

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 346 Drill Down Earnings, Ep. 118: NVIDIA Q1 earnings essentials ($NVDA). Instant analysis of NVIDIA ($NVDA) Q1 earnings, as we hear from CEO Jensen Huang. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #NVIDIA #Earnings @NVIDIA $NVDA #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 23 May 2024 01:53:00 -0000 full 2 118 Cory Johnson Instant analysis of NVIDIA ($NVDA) Q1 earnings, as we hear from CEO Jensen Huang. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #NVIDIA #Earnings @NVIDIA $NVDA #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of NVIDIA ($NVDA) Q1 earnings, as we hear from CEO Jensen Huang.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#NVIDIA

#Earnings

@NVIDIA

$NVDA

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 487 Drill Down Earnings, Ep. 117: Synopsys Q2 earnings essentials ($SNPS) Instant analysis of Synopsys ($SNPS) Q2 earnings, as we hear from CEO CFO Shelagh Glaser. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Synopsys #Earnings @Synopsys $SNPS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 23 May 2024 01:27:00 -0000 full 2 117 Cory Johnson Instant analysis of Synopsys ($SNPS) Q2 earnings, as we hear from CEO CFO Shelagh Glaser. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Synopsys #Earnings @Synopsys $SNPS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Synopsys ($SNPS) Q2 earnings, as we hear from CEO CFO Shelagh Glaser.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Synopsys

#Earnings

@Synopsys

$SNPS

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod


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]]> 372 Drill Down Earnings, Ep. 116: Analog Devices Q2 earnings essentials ($ADI) Instant analysis of Analog Devices ($ADI) Q2 earnings, as we hear from CEO Vincent Roche. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Analog Devices #Earnings @Analog Devices $ADI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 22 May 2024 21:22:00 -0000 full 2 116 Cory Johnson Instant analysis of Analog Devices ($ADI) Q2 earnings, as we hear from CEO Vincent Roche. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Analog Devices #Earnings @Analog Devices $ADI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Analog Devices ($ADI) Q2 earnings, as we hear from CEO Vincent Roche.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Analog Devices

#Earnings

@Analog Devices

$ADI

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod


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]]> 361 Drill Down Earnings, Ep. 115: Zoom Video Communications Q1 earnings essentials ($ZM) Instant analysis of Zoom Video Communications ($ZM) Q1 earnings, as we hear from CEO Eric Yuan. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Zoom Video Communications #Earnings @Zoom Video Communications $ZM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 21 May 2024 20:11:00 -0000 full 2 115 Cory Johnson Instant analysis of Zoom Video Communications ($ZM) Q1 earnings, as we hear from CEO Eric Yuan. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Zoom Video Communications #Earnings @Zoom Video Communications $ZM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Zoom Video Communications ($ZM) Q1 earnings, as we hear from CEO Eric Yuan.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Zoom Video Communications

#Earnings

@Zoom Video Communications

$ZM

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 343 Drill Down Earnings, Ep. 114: Palo Alto Networks Q3 earnings essentials ($PANW) Instant analysis of Palo Alto Networks ($PANW) Q3 earnings, as we hear from CEO Nikesh Arora. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #paloaltonetworks #earnings $PANW #technology #software #cloudcomputing #chips #ai #artificialintelligencesociety #semiconductors #stocks #trading #business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 21 May 2024 19:11:00 -0000 full 2 114 Cory Johnson Instant analysis of Palo Alto Networks ($PANW) Q3 earnings, as we hear from CEO Nikesh Arora. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #paloaltonetworks #earnings $PANW #technology #software #cloudcomputing #chips #ai #artificialintelligencesociety #semiconductors #stocks #trading #business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Palo Alto Networks ($PANW) Q3 earnings, as we hear from CEO Nikesh Arora.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.


https://x.com/corytv


#paloaltonetworks

#earnings

$PANW

#technology

#software

#cloudcomputing

#chips

#ai #artificialintelligencesociety

#semiconductors

#stocks

#trading

#business

@DrillDownPod

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]]> 359 Drill Down Earnings, Ep. 113: Applied Materials Q2 earnings essentials ($AMAT) Instant analysis of Applied Materials ($AMAT) Q2 earnings, as we hear from CEO Gary Dickerson. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Gary Dickerson #Earnings @Gary Dickerson $AMAT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 16 May 2024 23:02:00 -0000 full 2 113 Cory Johnson Instant analysis of Applied Materials ($AMAT) Q2 earnings, as we hear from CEO Gary Dickerson. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Gary Dickerson #Earnings @Gary Dickerson $AMAT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Applied Materials ($AMAT) Q2 earnings, as we hear from CEO Gary Dickerson.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Gary Dickerson

#Earnings

@Gary Dickerson

$AMAT

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 354 Drill Down Earnings, Ep. 112: Cisco Systems Fiscal Q3 earnings essentials ($CSCO) Instant analysis of Cisco Systems ($CSCO) Fiscal Q3 earnings, as we hear from CEO Chuck Robbins. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Cisco Systems #Earnings @Cisco Systems $CSCO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 15 May 2024 23:30:00 -0000 full 2 112 Cory Johnson Instant analysis of Cisco Systems ($CSCO) Fiscal Q3 earnings, as we hear from CEO Chuck Robbins. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Cisco Systems #Earnings @Cisco Systems $CSCO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Cisco Systems ($CSCO) Fiscal Q3 earnings, as we hear from CEO Chuck Robbins.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Cisco Systems

#Earnings

@Cisco Systems

$CSCO

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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]]> 274 Ep. 248: PegaSystems CEO Alan Trefler, Rivian Automotive, Arista Networks and ARM Holdings Our big interview with PegaSystems CEO Alan Trefler (PEGA). Also Rivian Automotive (RIVN) takes a fast walk down a short pier, Arista Networks (ANET) targets Cisco (CSCO), and ARM Holdings (ARM) leans on mobile as it plots for #AI. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 13 May 2024 23:48:00 -0000 full 1 248 Cory Johnson Our big interview with PegaSystems CEO Alan Trefler (PEGA). Also Rivian Automotive (RIVN) takes a fast walk down a short pier, Arista Networks (ANET) targets Cisco (CSCO), and ARM Holdings (ARM) leans on mobile as it plots for #AI. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Our big interview with PegaSystems CEO Alan Trefler (PEGA). Also

Rivian Automotive (RIVN) takes a fast walk down a short pier, Arista Networks (ANET) targets Cisco (CSCO), and ARM Holdings (ARM) leans on mobile as it plots for #AI.


https://linktr.ee/drilldownpod


Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. 


It’s business news for business people.


Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.



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

]]> 1812 Drill Down Earnings, Ep. 111: SoundHound Q1 earnings essentials ($SOUN) Instant analysis of SoundHound ($SOUN) Q1 earnings, as we hear from CEO Keyvan Mohajer. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #SoundHound #Earnings @SoundHound $SOUN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 09 May 2024 23:47:00 -0000 full 2 111 Cory Johnson Instant analysis of SoundHound ($SOUN) Q1 earnings, as we hear from CEO Keyvan Mohajer. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #SoundHound #Earnings @SoundHound $SOUN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of SoundHound ($SOUN) Q1 earnings, as we hear from CEO Keyvan Mohajer.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#SoundHound

#Earnings

@SoundHound

$SOUN

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 353 Drill Down Earnings, Ep. 110: ARM Holdings The end of their fiscal year Q4 2024 earnings essentials ($ARM) Instant analysis of ARM Holdings ($ARM) The end of their fiscal year Q4 2024 earnings, as we hear from CFO Jason Child. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #ARM Holdings #Earnings @ARM Holdings $ARM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 09 May 2024 00:18:00 -0000 full 2 110 Cory Johnson Instant analysis of ARM Holdings ($ARM) The end of their fiscal year Q4 2024 earnings, as we hear from CFO Jason Child. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #ARM Holdings #Earnings @ARM Holdings $ARM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of ARM Holdings ($ARM) The end of their fiscal year Q4 2024 earnings, as we hear from CFO Jason Child.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#ARM Holdings

#Earnings

@ARM Holdings

$ARM

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 440 Drill Down Earnings, Ep. 109: Shopify Q1 earnings essentials ($SHOP) Instant analysis of Shopify ($SHOP) Q1 earnings, as we hear from CEO CFO Jeff Hoffmeister. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Shopify #Earnings @Shopify $SHOP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 08 May 2024 20:30:00 -0000 full 2 109 Cory Johnson Instant analysis of Shopify ($SHOP) Q1 earnings, as we hear from CEO CFO Jeff Hoffmeister. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Shopify #Earnings @Shopify $SHOP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Shopify ($SHOP) Q1 earnings, as we hear from CEO CFO Jeff Hoffmeister.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Shopify

#Earnings

@Shopify

$SHOP

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 292 Drill Down Earnings, Ep. 108: Uber Q1 earnings essentials ($UBER) Instant analysis of Uber ($UBER) Q1 earnings, as we hear from CEO Dara Khosrowshahi. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Uber #Earnings @Uber $UBER #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 08 May 2024 19:43:00 -0000 full 2 108 Cory Johnson Instant analysis of Uber ($UBER) Q1 earnings, as we hear from CEO Dara Khosrowshahi. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Uber #Earnings @Uber $UBER #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Uber ($UBER) Q1 earnings, as we hear from CEO Dara Khosrowshahi.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Uber

#Earnings

@Uber

$UBER

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 394 Drill Down Earnings, Ep. 107: Twillio Q1 earnings essentials ($TWLO) Instant analysis of Twillio ($TWLO) Q1 earnings, as we hear from CEO Khozema Shipchandler. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Twillio #Earnings @Twillio $TWLO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 08 May 2024 02:40:00 -0000 full 2 107 Cory Johnson Instant analysis of Twillio ($TWLO) Q1 earnings, as we hear from CEO Khozema Shipchandler. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Twillio #Earnings @Twillio $TWLO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Twillio ($TWLO) Q1 earnings, as we hear from CEO Khozema Shipchandler.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Twillio

#Earnings

@Twillio

$TWLO

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 312 Drill Down Earnings, Ep. 105: Rivian Q1 earnings essentials ($RIVN) Instant analysis of Rivian ($RIVN) Q1 earnings, as we hear from CEO and Founder R.J. Caringe . More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Rivian #Earnings @Rivian $RIVN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 08 May 2024 01:58:00 -0000 full 2 105 Cory Johnson Instant analysis of Rivian ($RIVN) Q1 earnings, as we hear from CEO and Founder R.J. Caringe . More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Rivian #Earnings @Rivian $RIVN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Rivian ($RIVN) Q1 earnings, as we hear from CEO and Founder R.J. Caringe .


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Rivian

#Earnings

@Rivian

$RIVN

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod


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]]> 382 Drill Down Earnings, Ep. 106: Arista Networks Q1 earnings essentials ($ANET) Instant analysis of Arista Networks ($ANET) Q1 earnings, as we hear from CEO Jayshree Ullal. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Arista Networks #Earnings @Arista Networks $ANET #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 08 May 2024 01:11:00 -0000 full 2 106 Cory Johnson Instant analysis of Arista Networks ($ANET) Q1 earnings, as we hear from CEO Jayshree Ullal. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Arista Networks #Earnings @Arista Networks $ANET #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Arista Networks ($ANET) Q1 earnings, as we hear from CEO Jayshree Ullal.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Arista Networks

#Earnings

@Arista Networks

$ANET

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 434 Drill Down Earnings, Ep. 104: Datadog Q1 earnings essentials ($DDOG) Instant analysis of Datadog ($DDOG) Q1 earnings, as we hear from CEO Olivier Pomel. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Datadog #Earnings @Datadog $DDOG #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 07 May 2024 23:07:00 -0000 full 2 104 Cory Johnson Instant analysis of Datadog ($DDOG) Q1 earnings, as we hear from CEO Olivier Pomel. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Datadog #Earnings @Datadog $DDOG #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Datadog ($DDOG) Q1 earnings, as we hear from CEO Olivier Pomel.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Datadog

#Earnings

@Datadog

$DDOG

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 318 Coherent Q3 earnings essentials ($COHR). Drill Down Earnings, Ep. 103 Instant analysis of Coherent ($COHR) Q3 earnings, as we hear from Coherent EVP Datacom Transceivers, Lee Xu on the triumph of 800Gbs optical transceivers. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Coherent #Earnings @Coherent $COHR #Technology #Lasers #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 07 May 2024 21:03:00 -0000 full 2 103 Cory Johnson Instant analysis of Coherent ($COHR) Q3 earnings, as we hear from Coherent EVP Datacom Transceivers, Lee Xu on the triumph of 800Gbs optical transceivers. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Coherent #Earnings @Coherent $COHR #Technology #Lasers #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Coherent ($COHR) Q3 earnings, as we hear from Coherent EVP Datacom Transceivers, Lee Xu on the triumph of 800Gbs optical transceivers.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Coherent

#Earnings

@Coherent

$COHR

#Technology

#Lasers

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod


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]]> 459 Drill Down Earnings, Ep. 102: Microchip Q4 earnings essentials ($MCHP) Instant analysis of Microchip ($MCHP) Q4 earnings, as we hear from CEO Ganesh Moorthy. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Microchip #Earnings @Microchip $MCHP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 07 May 2024 02:05:00 -0000 full 2 102 Cory Johnson Instant analysis of Microchip ($MCHP) Q4 earnings, as we hear from CEO Ganesh Moorthy. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Microchip #Earnings @Microchip $MCHP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Microchip ($MCHP) Q4 earnings, as we hear from CEO Ganesh Moorthy.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Microchip

#Earnings

@Microchip

$MCHP

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 336 Drill Down Earnings, Ep. 101: Lucid Group Q1 earnings essentials ($LCID) Lucid Group ($LCID) Q1 earnings – will the company go broke? We hear from CEO Peter Rawlinson. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Lucid Group #Earnings @Lucid Group $LCID #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod #ElectricCar #Tesla #EV #SUV Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 07 May 2024 00:50:00 -0000 full 2 101 Cory Johnson Lucid Group ($LCID) Q1 earnings – will the company go broke? We hear from CEO Peter Rawlinson. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Lucid Group #Earnings @Lucid Group $LCID #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod #ElectricCar #Tesla #EV #SUV Learn more about your ad choices. Visit megaphone.fm/adchoices Lucid Group ($LCID) Q1 earnings – will the company go broke? We hear from CEO Peter Rawlinson.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Lucid Group

#Earnings

@Lucid Group

$LCID

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

#ElectricCar

#Tesla

#EV

#SUV

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

]]> 365 Drill Down Earnings, Ep. 100: Lumentum Q3 earnings essentials ($LITE) Instant analysis of Lumentum ($LITE) Q3 earnings, as we hear from CEO Alan Lowe. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Lumentum #Earnings @Lumentum $LITE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 06 May 2024 23:41:00 -0000 full 2 100 Cory Johnson Instant analysis of Lumentum ($LITE) Q3 earnings, as we hear from CEO Alan Lowe. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Lumentum #Earnings @Lumentum $LITE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Lumentum ($LITE) Q3 earnings, as we hear from CEO Alan Lowe.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Lumentum

#Earnings

@Lumentum

$LITE

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 397 Drill Down Earnings, Ep. 99: Apple Q1 earnings essentials ($AAPL) Instant analysis of Apple ($AAPL) Q1 earnings, as we hear from CEO Tim Cook. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Apple #Earnings @Apple $AAPL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 03 May 2024 03:24:00 -0000 full 2 99 Cory Johnson Instant analysis of Apple ($AAPL) Q1 earnings, as we hear from CEO Tim Cook. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Apple #Earnings @Apple $AAPL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Apple ($AAPL) Q1 earnings, as we hear from CEO Tim Cook.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Apple

#Earnings

@Apple

$AAPL

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 455 Drill Down Earnings, Ep. 98: Cloudflare Q1 earnings essentials ($NET) Instant analysis of Cloudflare ($NET) Q1 earnings, as we hear from CEO Matt Prince. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Cloudflare #Earnings @Cloudflare $NET #Technology #Software #CloudComputing #CyberSecurity #Security #AI #ArtificialIntelligence #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 03 May 2024 02:39:00 -0000 full 2 98 Cory Johnson Instant analysis of Cloudflare ($NET) Q1 earnings, as we hear from CEO Matt Prince. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Cloudflare #Earnings @Cloudflare $NET #Technology #Software #CloudComputing #CyberSecurity #Security #AI #ArtificialIntelligence #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Cloudflare ($NET) Q1 earnings, as we hear from CEO Matt Prince.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Cloudflare

#Earnings

@Cloudflare

$NET

#Technology

#Software

#CloudComputing

#CyberSecurity

#Security

#AI #ArtificialIntelligence

#Stocks

#Trading

#Business

@DrillDownPod


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

]]> 368 Drill Down Earnings, Ep. 97: Block Q1 earnings essentials ($SQ) Instant analysis of Block ($SQ) Q1 earnings, as we hear from CEO Jack Dorsey. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Block #Earnings @Block $SQ #Technology #Payments #CloudComputing #Chips #Fintech #Crypto #Bitcoin #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 03 May 2024 01:25:00 -0000 full 2 97 Cory Johnson Instant analysis of Block ($SQ) Q1 earnings, as we hear from CEO Jack Dorsey. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Block #Earnings @Block $SQ #Technology #Payments #CloudComputing #Chips #Fintech #Crypto #Bitcoin #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Block ($SQ) Q1 earnings, as we hear from CEO Jack Dorsey.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Block

#Earnings

@Block

$SQ

#Technology

#Payments

#CloudComputing

#Chips

#Fintech

#Crypto

#Bitcoin

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 338 Drill Down Earnings, Ep. 96: Fortinet Q1 earnings essentials ($FTNT) Instant analysis of Fortinet ($FTNT) Q1 earnings, as we hear from CEO Ken Xie. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Fortinet #Earnings @Fortinet $FTNT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 03 May 2024 00:38:00 -0000 full 2 96 Cory Johnson Instant analysis of Fortinet ($FTNT) Q1 earnings, as we hear from CEO Ken Xie. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Fortinet #Earnings @Fortinet $FTNT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Fortinet ($FTNT) Q1 earnings, as we hear from CEO Ken Xie.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Fortinet

#Earnings

@Fortinet

$FTNT

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 326 Drill Down Earnings, Ep. 95: Paycom Q1 earnings essentials ($PAYC) Analysis of Paycom ($PAYC) Q1 earnings, as we hear from Chad Richison, founder and CEO. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Paycom #Earnings @Paycom $PAYC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 02 May 2024 01:04:00 -0000 full 2 95 Cory Johnson Analysis of Paycom ($PAYC) Q1 earnings, as we hear from Chad Richison, founder and CEO. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Paycom #Earnings @Paycom $PAYC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Analysis of Paycom ($PAYC) Q1 earnings, as we hear from Chad Richison, founder and CEO.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Paycom

#Earnings

@Paycom

$PAYC

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 299 Drill Down Earnings, Ep. 94: Informatica Q1 earnings essentials ($INFA) Instant analysis of Informatica ($INFA) Q1 earnings, as we hear from CEO Amit Walia. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Informatica #Earnings @Informatica $INFA #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 02 May 2024 00:30:00 -0000 full 2 94 Cory Johnson Instant analysis of Informatica ($INFA) Q1 earnings, as we hear from CEO Amit Walia. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Informatica #Earnings @Informatica $INFA #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Instant analysis of Informatica ($INFA) Q1 earnings, as we hear from CEO Amit Walia.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Informatica

#Earnings

@Informatica

$INFA

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod


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

]]> 318 Drill Down Earnings, Ep. 93: A quick look at Qualcomm ($QCOM) and its Q2 earnings report A rapid-fire, insightful look at breaking earnings from Qualcomm ($QCOM) as we hear from CEO  Cristiano Amon. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Qualcomm #Earnings @Qualcomm $QCOM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 01 May 2024 23:29:00 -0000 full 2 93 Cory Johnson A rapid-fire, insightful look at breaking earnings from Qualcomm ($QCOM) as we hear from CEO  Cristiano Amon. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Qualcomm #Earnings @Qualcomm $QCOM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from Qualcomm ($QCOM) as we hear from CEO  Cristiano Amon.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#Qualcomm

#Earnings

@Qualcomm

$QCOM

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod


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

]]> 333 Drill Down Earnings, Ep. 92: A quick look at Amazon.com ($AMZN) and its Q1 earnings report A rapid-fire, insightful look at breaking earnings from Amazon.com ($AMZN) as we hear from CEO Andy Jassey. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Amazon.com #Earnings @Amazon.com $AMZN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 01 May 2024 00:52:00 -0000 full 2 92 Cory Johnson A rapid-fire, insightful look at breaking earnings from Amazon.com ($AMZN) as we hear from CEO Andy Jassey. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Amazon.com #Earnings @Amazon.com $AMZN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from Amazon.com ($AMZN) as we hear from CEO Andy Jassey.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#Amazon.com

#Earnings

@Amazon.com

$AMZN

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod


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

]]> 391 Drill Down Earnings, Ep. 91: A quick look at Supermicro ($SMCI) and its Fiscal Q3 earnings report A rapid-fire, insightful look at breaking earnings from Supermicro ($SMCI) as we hear from CEO Charles Liang. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Supermicro #Earnings @Supermicro $SMCI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 30 Apr 2024 23:51:00 -0000 full 2 91 Cory Johnson A rapid-fire, insightful look at breaking earnings from Supermicro ($SMCI) as we hear from CEO Charles Liang. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Supermicro #Earnings @Supermicro $SMCI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from Supermicro ($SMCI) as we hear from CEO Charles Liang.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#Supermicro

#Earnings

@Supermicro

$SMCI

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod


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

]]> 117 Drill Down Earnings, Ep. 90: A quick look at AMD ($AMD) and its Q1 earnings report A rapid-fire, insightful look at breaking earnings from AMD ($AMD) as we hear from CEO Lisa Su. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #AMD #Earnings @AMD $AMD #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 30 Apr 2024 23:13:00 -0000 full 2 90 Cory Johnson A rapid-fire, insightful look at breaking earnings from AMD ($AMD) as we hear from CEO Lisa Su. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #AMD #Earnings @AMD $AMD #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from AMD ($AMD) as we hear from CEO Lisa Su.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#AMD

#Earnings

@AMD

$AMD

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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]]> 384 Drill Down Earnings, Ep. 89: A quick look at PayPal ($PYPL) and its Q1 earnings report A rapid-fire, insightful look at breaking earnings from PayPal ($PYPL) as we hear from the companies new CEO Alex Chriss. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #PayPal #Earnings @PayPal $PYPL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 30 Apr 2024 19:18:00 -0000 full 2 89 Cory Johnson A rapid-fire, insightful look at breaking earnings from PayPal ($PYPL) as we hear from the companies new CEO Alex Chriss. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #PayPal #Earnings @PayPal $PYPL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from PayPal ($PYPL) as we hear from the companies new CEO Alex Chriss.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#PayPal

#Earnings

@PayPal

$PYPL

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 377 Drill Down Earnings, Ep. 88: A quick look at NXP Semiconductor ($NXPI) and its Q1 earnings report A rapid-fire, insightful look at breaking earnings from NXP Semiconductor ($NXPI) as we hear from CEO Kurt Sievers. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #NXP Semiconductor #Earnings @NXP Semiconductor $NXPI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 30 Apr 2024 18:02:00 -0000 full 2 88 Cory Johnson A rapid-fire, insightful look at breaking earnings from NXP Semiconductor ($NXPI) as we hear from CEO Kurt Sievers. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #NXP Semiconductor #Earnings @NXP Semiconductor $NXPI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from NXP Semiconductor ($NXPI) as we hear from CEO Kurt Sievers.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#NXP Semiconductor

#Earnings

@NXP Semiconductor

$NXPI

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod


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

]]> 390 Drill Down Earnings, Ep. 87: A quick look at Chegg ($CHGG) and its Q1 earnings report. A rapid-fire, insightful look at breaking earnings from Chegg ($CHGG) as we hear from CEO outgoing CEO Dan Rosensweig. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Chegg #Earnings @Chegg $CHGG #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 30 Apr 2024 00:04:00 -0000 full 2 87 Cory Johnson A rapid-fire, insightful look at breaking earnings from Chegg ($CHGG) as we hear from CEO outgoing CEO Dan Rosensweig. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Chegg #Earnings @Chegg $CHGG #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from Chegg ($CHGG) as we hear from CEO outgoing CEO Dan Rosensweig.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#Chegg

#Earnings

@Chegg

$CHGG

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 410 Drill Down Earnings, Ep. 86: A quick look at Lattice Semiconductor ($LSCC) and its Q1 earnings report. A rapid-fire, insightful look at breaking earnings from Lattice Semiconductor ($LSCC) as we hear from CEO Jim Anderson. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Lattice Semiconductor #Earnings @Lattice Semiconductor $LSCC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 29 Apr 2024 23:04:00 -0000 full 2 86 Cory Johnson A rapid-fire, insightful look at breaking earnings from Lattice Semiconductor ($LSCC) as we hear from CEO Jim Anderson. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Lattice Semiconductor #Earnings @Lattice Semiconductor $LSCC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from Lattice Semiconductor ($LSCC) as we hear from CEO Jim Anderson.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#Lattice Semiconductor

#Earnings

@Lattice Semiconductor

$LSCC

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 381 Drill Down Earnings, Ep. 85: A quick look at ON Semiconductor ($ON) and its Q1 earnings report A rapid-fire, insightful look at breaking earnings from ON Semiconductor ($ON) as we hear from CEO Hassane El-Khoury. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #ON Semiconductor #Earnings @ON Semiconductor $ON #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 29 Apr 2024 19:32:00 -0000 full 2 85 Cory Johnson A rapid-fire, insightful look at breaking earnings from ON Semiconductor ($ON) as we hear from CEO Hassane El-Khoury. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #ON Semiconductor #Earnings @ON Semiconductor $ON #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from ON Semiconductor ($ON) as we hear from CEO Hassane El-Khoury.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#ON Semiconductor

#Earnings

@ON Semiconductor

$ON

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 436 Drill Down Earnings, Ep. 84: A quick look at Atlassian ($TEAM) and its Q3 2024 earnings report. A rapid-fire, insightful look at breaking earnings from Atlassian ($TEAM) as we hear from CEO Mike Cannon-Brookes. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Atlassian #Earnings @Atlassian $TEAM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 26 Apr 2024 17:42:00 -0000 full 2 84 Cory Johnson A rapid-fire, insightful look at breaking earnings from Atlassian ($TEAM) as we hear from CEO Mike Cannon-Brookes. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Atlassian #Earnings @Atlassian $TEAM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from Atlassian ($TEAM) as we hear from CEO Mike Cannon-Brookes.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#Atlassian

#Earnings

@Atlassian

$TEAM

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 402 Drill Down Earnings, Ep. 83: A quick look at Snap ($SNAP) and its Q1 earnings report. A rapid-fire, insightful look at breaking earnings from Snap ($SNAP) as we hear from CEO Evan Spiegel. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Snap #Earnings @Snap $SNAP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 26 Apr 2024 03:06:00 -0000 full 2 83 Cory Johnson A rapid-fire, insightful look at breaking earnings from Snap ($SNAP) as we hear from CEO Evan Spiegel. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Snap #Earnings @Snap $SNAP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from Snap ($SNAP) as we hear from CEO Evan Spiegel.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#Snap

#Earnings

@Snap

$SNAP

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 372 Drill Down Earnings, Ep. 82: A quick look at Alphabet ($TICKERTK) and its Q1 earnings report. A rapid-fire, insightful look at breaking earnings from Alphabet ($TICKERTK) as we hear from CEO Sundar Pichai. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Alphabet #Earnings @Alphabet $TICKERTK #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 26 Apr 2024 02:21:00 -0000 full 2 82 Cory Johnson A rapid-fire, insightful look at breaking earnings from Alphabet ($TICKERTK) as we hear from CEO Sundar Pichai. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Alphabet #Earnings @Alphabet $TICKERTK #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from Alphabet ($TICKERTK) as we hear from CEO Sundar Pichai.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#Alphabet

#Earnings

@Alphabet

$TICKERTK

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 372 Drill Down Earnings, Ep. 81: A quick look at Microsoft ($MSFT) and its Q1 earnings report. AI drives results from Microsoft ($MSFT) as we hear from CEO Satya Nadella. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Microsoft #Earnings @Microsoft $MSFT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 26 Apr 2024 00:56:00 -0000 full 2 81 Cory Johnson AI drives results from Microsoft ($MSFT) as we hear from CEO Satya Nadella. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Microsoft #Earnings @Microsoft $MSFT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices AI drives results from Microsoft ($MSFT) as we hear from CEO Satya Nadella.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#Microsoft

#Earnings

@Microsoft

$MSFT

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod


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

]]> 369 Drill Down Earnings, Ep. 80: A quick look at Intel ($INTC) and its Q1 earnings report. A rapid-fire, insightful look at breaking earnings from Intel ($INTC) as we hear from CEO Pat Gelsinger. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Intel #Earnings @Intel $INTC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 25 Apr 2024 23:43:00 -0000 full 2 80 Cory Johnson A rapid-fire, insightful look at breaking earnings from Intel ($INTC) as we hear from CEO Pat Gelsinger. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Intel #Earnings @Intel $INTC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from Intel ($INTC) as we hear from CEO Pat Gelsinger.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#Intel

#Earnings

@Intel

$INTC

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 369 Drill Down Earnings, Ep. 79: A quick look at Teradyne ($TER) and its Q1 earnings report. A look at breaking earnings from Teradyne ($TER), a partnership with Nvidia and we hear from CEO Greg Smith about robots! More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Teradyne #Earnings @Teradyne $TER #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 25 Apr 2024 19:30:00 -0000 full 2 79 Cory Johnson A look at breaking earnings from Teradyne ($TER), a partnership with Nvidia and we hear from CEO Greg Smith about robots! More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Teradyne #Earnings @Teradyne $TER #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A look at breaking earnings from Teradyne ($TER), a partnership with Nvidia and we hear from CEO Greg Smith about robots!


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#Teradyne

#Earnings

@Teradyne

$TER

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 347 Drill Down Earnings, Ep. 78: A quick look at ServiceNow ($NOW) and its Q1 earnings report A rapid-fire, insightful look at breaking earnings from ServiceNow ($NOW) as we hear from CEO Bill McDermott. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #ServiceNow #Earnings @ServiceNow $NOW #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 25 Apr 2024 02:46:00 -0000 full 2 78 Cory Johnson A rapid-fire, insightful look at breaking earnings from ServiceNow ($NOW) as we hear from CEO Bill McDermott. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #ServiceNow #Earnings @ServiceNow $NOW #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from ServiceNow ($NOW) as we hear from CEO Bill McDermott.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#ServiceNow

#Earnings

@ServiceNow

$NOW

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 505 Drill Down Earnings, Ep. 77: A quick look at Meta ($META) and its Q1 earnings report. A rapid-fire, insightful look at breaking earnings from Meta ($META) as we hear from CEO Mark Zuckerberg. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Meta #Earnings @Meta $META #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 25 Apr 2024 01:37:00 -0000 full 2 77 Cory Johnson A rapid-fire, insightful look at breaking earnings from Meta ($META) as we hear from CEO Mark Zuckerberg. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Meta #Earnings @Meta $META #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from Meta ($META) as we hear from CEO Mark Zuckerberg.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#Meta

#Earnings

@Meta

$META

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 419 Drill Down Earnings, Ep. 76: A quick look at IBM ($IBM) and its Q1 earnings report. A rapid-fire, insightful look at breaking earnings from IBM ($IBM) as we hear from CEO Arvind Krishna. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #IBM #Earnings @IBM $IBM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 24 Apr 2024 23:59:00 -0000 full 2 76 Cory Johnson A rapid-fire, insightful look at breaking earnings from IBM ($IBM) as we hear from CEO Arvind Krishna. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #IBM #Earnings @IBM $IBM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from IBM ($IBM) as we hear from CEO Arvind Krishna.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#IBM

#Earnings

@IBM

$IBM

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 379 Drill Down Earnings, Ep. 75: A quick look at Vertiv ($VRT) and its Q1 earnings report. A rapid-fire, insightful look at breaking earnings from Vertiv ($VRT) as we hear from CEO Gio Albertazzi. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Vertiv #Earnings @Vertiv $VRT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 24 Apr 2024 22:31:00 -0000 full 2 75 Cory Johnson A rapid-fire, insightful look at breaking earnings from Vertiv ($VRT) as we hear from CEO Gio Albertazzi. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Vertiv #Earnings @Vertiv $VRT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from Vertiv ($VRT) as we hear from CEO Gio Albertazzi.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#Vertiv

#Earnings

@Vertiv

$VRT

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod


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

]]> 395 Drill Down Earnings, Ep. 74: A quick look at Tesla ($TSLA) and its Q1 earnings report. A rapid-fire, insightful look at breaking earnings from Tesla ($TSLA) as we hear from CEO Elon Musk. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Tesla #Earnings @Tesla $TSLA #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 24 Apr 2024 22:31:00 -0000 full 2 74 Cory Johnson A rapid-fire, insightful look at breaking earnings from Tesla ($TSLA) as we hear from CEO Elon Musk. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Tesla #Earnings @Tesla $TSLA #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from Tesla ($TSLA) as we hear from CEO Elon Musk.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#Tesla

#Earnings

@Tesla

$TSLA

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 497 Drill Down Earnings, Ep. 72: A quick look at Texas Instruments ($TXN) and its Q1 earnings report. A rapid-fire, insightful look at breaking earnings from Texas Instruments ($TXN) as we hear from Head of IR Dave Pahl. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Texas Instruments #Earnings @Texas Instruments $TXN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 24 Apr 2024 18:01:00 -0000 full 2 73 Cory Johnson A rapid-fire, insightful look at breaking earnings from Texas Instruments ($TXN) as we hear from Head of IR Dave Pahl. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Texas Instruments #Earnings @Texas Instruments $TXN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from Texas Instruments ($TXN) as we hear from Head of IR Dave Pahl.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#Texas Instruments

#Earnings

@Texas Instruments

$TXN

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 365 Drill Down Earnings, Ep. 73: A quick look at Vicor ($VICR) and its Q1 earnings report A rapid-fire, insightful look at breaking earnings from Vicor ($VICR) as we hear from CEO Patrizio Vinciarelli. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Vicor #Earnings @Vicor $VICR #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 24 Apr 2024 01:50:00 -0000 full 2 73 Cory Johnson A rapid-fire, insightful look at breaking earnings from Vicor ($VICR) as we hear from CEO Patrizio Vinciarelli. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Vicor #Earnings @Vicor $VICR #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from Vicor ($VICR) as we hear from CEO Patrizio Vinciarelli.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#Vicor

#Earnings

@Vicor

$VICR

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 422 Drill Down Earnings, Ep. 71: A quick look at Spotify ($SPOT) and its Q1 earnings report. A rapid-fire, insightful look at breaking earnings from Spotify ($SPOT) as we hear from CEO Daniel Ek. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Spotify #Earnings @Spotify $SPOT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 23 Apr 2024 22:50:00 -0000 full 2 72 Cory Johnson A rapid-fire, insightful look at breaking earnings from Spotify ($SPOT) as we hear from CEO Daniel Ek. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Spotify #Earnings @Spotify $SPOT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from Spotify ($SPOT) as we hear from CEO Daniel Ek.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Spotify

#Earnings

@Spotify

$SPOT

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 392 Cadence Design's Q1 Earnings: What You Need to Know - Drill Down Earnings 71 A rapid-fire, insightful look at breaking earnings from Cadence Design ($CDNS) as we hear from CEO Anirudh Devgan. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Cadence Design #Earnings @Cadence Design $CDNS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 23 Apr 2024 20:59:00 -0000 full 2 71 Cory Johnson A rapid-fire, insightful look at breaking earnings from Cadence Design ($CDNS) as we hear from CEO Anirudh Devgan. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Cadence Design #Earnings @Cadence Design $CDNS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from Cadence Design ($CDNS) as we hear from CEO Anirudh Devgan.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Cadence Design

#Earnings

@Cadence Design

$CDNS

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 414 Ep. 247: nCino CEO Pierre Naudé, ASML, Taiwan Semiconductor Manufacturing and Netflix Our big interview with nCino CEO Pierre Naudé (NCNO). Also ASML (ASML) with shockingly weak results, Taiwan Semiconductor Manufacturing (TSM) declining 3nm business, and Netflix (NFLX) crushes. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 19 Apr 2024 22:35:00 -0000 full 1 247 Cory Johnson Our big interview with nCino CEO Pierre Naudé (NCNO). Also ASML (ASML) with shockingly weak results, Taiwan Semiconductor Manufacturing (TSM) declining 3nm business, and Netflix (NFLX) crushes. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Our big interview with nCino CEO Pierre Naudé (NCNO). Also

ASML (ASML) with shockingly weak results, Taiwan Semiconductor Manufacturing (TSM) declining 3nm business, and Netflix (NFLX) crushes.


https://linktr.ee/drilldownpod


Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. 


It’s business news for business people.


Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.



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

]]> 2173 Netflix Q1 earnings: Revenge of the Mooch! - Drill Down Earnings 70 A rapid-fire, insightful look at breaking earnings from Netflix ($NFLX) as we hear from CEO Ted Serandos. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Netflix #Earnings @Netflix $NFLX #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 19 Apr 2024 00:52:00 -0000 full 2 70 Cory Johnson A rapid-fire, insightful look at breaking earnings from Netflix ($NFLX) as we hear from CEO Ted Serandos. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Netflix #Earnings @Netflix $NFLX #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from Netflix ($NFLX) as we hear from CEO Ted Serandos.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#Netflix

#Earnings

@Netflix

$NFLX

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod


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

]]> 343 no Taiwan Semiconductor Q1: Where are the Smartphone sales? - Drill Down Earnings 69 A rapid-fire, insightful look at breaking earnings from Taiwan Semiconductor Manufacturing ($TSM) as we hear from CEO C.C. Wei. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Taiwan Semiconductor Manufacturing #Earnings @Taiwan Semiconductor Manufacturing $TSM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 18 Apr 2024 23:47:00 -0000 full 2 69 Cory Johnson A rapid-fire, insightful look at breaking earnings from Taiwan Semiconductor Manufacturing ($TSM) as we hear from CEO C.C. Wei. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Taiwan Semiconductor Manufacturing #Earnings @Taiwan Semiconductor Manufacturing $TSM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from Taiwan Semiconductor Manufacturing ($TSM) as we hear from CEO C.C. Wei.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#Taiwan Semiconductor Manufacturing

#Earnings

@Taiwan Semiconductor Manufacturing

$TSM

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 430 ASML Q1 Earnings: China Dominates Sales, Rest of World Falters - Drill Down Earnings 68 A rapid-fire, insightful look at breaking earnings from ASML ($ASML) as we hear from CEO Peter Wennink. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #ASML #Earnings @ASML $ASML #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 17 Apr 2024 21:14:00 -0000 full 2 68 Cory Johnson A rapid-fire, insightful look at breaking earnings from ASML ($ASML) as we hear from CEO Peter Wennink. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #ASML #Earnings @ASML $ASML #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from ASML ($ASML) as we hear from CEO Peter Wennink.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#ASML

#Earnings

@ASML

$ASML

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod


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

]]> 335 Ep. 246: Braze CEO Bill Magnuson, Global Life, Apartment Income REIT and Lovesac They were AI before AI was cool, Braze founder and CEO Bill Magnuson (BRZE). Also Global Life (GL) tanks after a short seller report, Apartment Income REIT (AIRC), where the rich people live, gets billions, and why Lovesac (LOVE) missed estimates and still uses an unusual accounting treatment. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 12 Apr 2024 08:54:00 -0000 full 1 246 Cory Johnson They were AI before AI was cool, Braze founder and CEO Bill Magnuson (BRZE). Also Global Life (GL) tanks after a short seller report, Apartment Income REIT (AIRC), where the rich people live, gets billions, and why Lovesac (LOVE) missed estimates and still uses an unusual accounting treatment. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices They were AI before AI was cool, Braze founder and CEO Bill Magnuson (BRZE). Also Global Life (GL) tanks after a short seller report, Apartment Income REIT (AIRC), where the rich people live, gets billions, and why Lovesac (LOVE) missed estimates and still uses an unusual accounting treatment.

https://linktr.ee/drilldownpod

Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. 

It’s business news for business people.

Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 2040 Ep. 245: Upwork CEO Hayden Brown, Take Two Software, Fabrinet and Trump Media & Technology Group Our big interview with Upwork CEO Hayden Brown (UPWK). Also Take Two Software (TTWO), Tesla (TSLA), and Trump Media & Technology Group (DJT). https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 06 Apr 2024 01:23:00 -0000 full 1 245 Cory Johnson Our big interview with Upwork CEO Hayden Brown (UPWK). Also Take Two Software (TTWO), Tesla (TSLA), and Trump Media & Technology Group (DJT). https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Our big interview with Upwork CEO Hayden Brown (UPWK). Also Take Two Software (TTWO), Tesla (TSLA), and Trump Media & Technology Group (DJT).


https://linktr.ee/drilldownpod


Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. 


It’s business news for business people.


Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 2242 Ep. 244: Kyverna Theraputics CEO Peter Maag, Micron Technology, nCino and Pagerduty Treating Lupus with a new drug, thanks to Kyverna Theraputics. We talk to the CEO Peter Maag (KYTX). Also a closer look at the turnaround at Micron Technology (MU), nCino’s (NCNO) banking software business and Pagerduty (PD) reports a rough quarter. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 28 Mar 2024 00:13:00 -0000 full 1 244 Cory Johnson Treating Lupus with a new drug, thanks to Kyverna Theraputics. We talk to the CEO Peter Maag (KYTX). Also a closer look at the turnaround at Micron Technology (MU), nCino’s (NCNO) banking software business and Pagerduty (PD) reports a rough quarter. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Treating Lupus with a new drug, thanks to Kyverna Theraputics. We talk to the CEO Peter Maag (KYTX). Also a closer look at the turnaround at Micron Technology (MU), nCino’s (NCNO) banking software business and Pagerduty (PD) reports a rough quarter.


https://linktr.ee/drilldownpod


Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. 


It’s business news for business people.


Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.



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

]]> 1811 Drill Down Earnings, Ep. 67: A quick look at Micron Technology ($MU) and its fiscal third quarter earnings report Breaking earnings from Micron Technology ($MU) and CEO Sanjay Mehrotra talks about the DRAM demand coming from Artificial Intelligence. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Micron Technology #Earnings @Micron Technology $MU #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business #DRAM @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 21 Mar 2024 00:46:00 -0000 full 2 67 Cory Johnson Breaking earnings from Micron Technology ($MU) and CEO Sanjay Mehrotra talks about the DRAM demand coming from Artificial Intelligence. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Micron Technology #Earnings @Micron Technology $MU #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business #DRAM @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Breaking earnings from Micron Technology ($MU) and CEO Sanjay Mehrotra talks about the DRAM demand coming from Artificial Intelligence.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#Micron Technology

#Earnings

@Micron Technology

$MU

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

#DRAM

@DrillDownPod



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

]]> 346 Drill Down Earnings, Ep. 66: A quick look at Smartsheet ($SMAR) and its fiscal third quarter earnings report A rapid-fire, insightful look at breaking earnings and mild guidance from Smartsheet ($SMAR). CEO Mark Mader explains how self-directed customers will reignite growth. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Smartsheet #Earnings @Smartsheet $SMAR #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 15 Mar 2024 01:09:00 -0000 full 2 66 Cory Johnson A rapid-fire, insightful look at breaking earnings and mild guidance from Smartsheet ($SMAR). CEO Mark Mader explains how self-directed customers will reignite growth. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Smartsheet #Earnings @Smartsheet $SMAR #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings and mild guidance from Smartsheet ($SMAR). CEO Mark Mader explains how self-directed customers will reignite growth.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#Smartsheet

#Earnings

@Smartsheet

$SMAR

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 342 Drill Down Earnings, Ep. 65: A quick look at Adobe ($ADBE) and its fiscal third quarter earnings report A rapid-fire, insightful look at breaking earnings and disappointing guidance from Adobe ($ADBE) and predictions from CEO Shantanu Narayen. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Adobe #Earnings @Adobe $ADBE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #FireFly #GenerativeAI #ImageCreation #Illustrator #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 15 Mar 2024 00:12:00 -0000 full 2 65 Cory Johnson A rapid-fire, insightful look at breaking earnings and disappointing guidance from Adobe ($ADBE) and predictions from CEO Shantanu Narayen. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Adobe #Earnings @Adobe $ADBE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #FireFly #GenerativeAI #ImageCreation #Illustrator #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings and disappointing guidance from Adobe ($ADBE) and predictions from CEO Shantanu Narayen.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#Adobe

#Earnings

@Adobe

$ADBE

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#FireFly

#GenerativeAI

#ImageCreation

#Illustrator

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 338 Drill Down Earnings, Ep. 64: A quick look at Oracle ($ORCL) and its fiscal third quarter earnings report A rapid-fire, insightful look at breaking earnings from Oracle ($ORCL) as we hear from Chairman and Chief Technology Officer Larry Ellison. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Oracle #Earnings @Oracle $ORCL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 12 Mar 2024 00:42:00 -0000 full 2 64 Cory Johnson A rapid-fire, insightful look at breaking earnings from Oracle ($ORCL) as we hear from Chairman and Chief Technology Officer Larry Ellison. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Oracle #Earnings @Oracle $ORCL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from Oracle ($ORCL) as we hear from Chairman and Chief Technology Officer Larry Ellison.


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#Oracle

#Earnings

@Oracle

$ORCL

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 337 Drill Down Earnings, Ep. 63: A quick look at MongoDB ($MDB) and its fiscal third quarter earnings report. A rapid-fire, insightful look at breaking earnings from MongoDB ($MDB) and words of “stability” from CEO Dev Ittycheria.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #MongoDB #Earnings @MongoDB $MDB #Technology #Software #database #Atlas #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 08 Mar 2024 03:42:00 -0000 full 2 63 Cory Johnson A rapid-fire, insightful look at breaking earnings from MongoDB ($MDB) and words of “stability” from CEO Dev Ittycheria.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #MongoDB #Earnings @MongoDB $MDB #Technology #Software #database #Atlas #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from MongoDB ($MDB) and words of “stability” from CEO Dev Ittycheria. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   



https://x.com/corytv


#MongoDB

#Earnings

@MongoDB

$MDB

#Technology

#Software

#database

#Atlas

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod


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

]]> 316 Drill Down Earnings, Ep. 62: A quick look at Marvell ($MRVL) and its fiscal third quarter earnings report A rapid-fire, insightful look at breaking earnings from Marvell ($MRVL) as we hear from CEO Matt “Guitar” Murphy. (Okay, it’s a different Matt Murphy – but still a fascinating story!) More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Marvell #Earnings @Marvell $MRVL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 08 Mar 2024 03:42:00 -0000 full 2 62 Cory Johnson A rapid-fire, insightful look at breaking earnings from Marvell ($MRVL) as we hear from CEO Matt “Guitar” Murphy. (Okay, it’s a different Matt Murphy – but still a fascinating story!) More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Marvell #Earnings @Marvell $MRVL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from Marvell ($MRVL) as we hear from CEO Matt “Guitar” Murphy. (Okay, it’s a different Matt Murphy – but still a fascinating story!)


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#Marvell

#Earnings

@Marvell

$MRVL

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 310 Drill Down Earnings, Ep. 61: A quick look at DocuSign ($DOCU) and its fiscal third quarter earnings report A rapid-fire, insightful look at breaking earnings from DocuSign ($DOCU) with an explanation from CEO Allan Thygesen.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #DocuSign #Earnings @DocuSign $DOCU #Technology #Layoffs #ForceRecuction #Software #CloudComputing #Trending #Stocks #Bullish #Bearish #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 08 Mar 2024 01:55:00 -0000 full 2 61 Cory Johnson A rapid-fire, insightful look at breaking earnings from DocuSign ($DOCU) with an explanation from CEO Allan Thygesen.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #DocuSign #Earnings @DocuSign $DOCU #Technology #Layoffs #ForceRecuction #Software #CloudComputing #Trending #Stocks #Bullish #Bearish #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from DocuSign ($DOCU) with an explanation from CEO Allan Thygesen. 


More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   


https://x.com/corytv


#DocuSign

#Earnings

@DocuSign

$DOCU

#Technology

#Layoffs

#ForceRecuction

#Software

#CloudComputing

#Trending

#Stocks

#Bullish

#Bearish

#Trading

#Business

@DrillDownPod

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

]]> 275 Drill Down Earnings, Ep. 60: A quick look at Broadcom ($AVGO) and its fiscal third quarter earnings report A rapid-fire, insightful look at breaking earnings from Broadcom ($AVGO) and comments from the charismatic CEO Hock Tan. It’s the business story behind a stock on the move.   The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  https://x.com/corytv #Broadcom #Earnings @Broadcom #VMWare $AVGO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 08 Mar 2024 01:17:00 -0000 full 2 60 Cory Johnson A rapid-fire, insightful look at breaking earnings from Broadcom ($AVGO) and comments from the charismatic CEO Hock Tan. It’s the business story behind a stock on the move.   The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  https://x.com/corytv #Broadcom #Earnings @Broadcom #VMWare $AVGO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from Broadcom ($AVGO) and comments from the charismatic CEO Hock Tan. It’s the business story behind a stock on the move.  


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


https://x.com/corytv


#Broadcom

#Earnings

@Broadcom

#VMWare

$AVGO

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod


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

]]> 379 Ep. 243: iRhythm CEO Quentin Blackford, Crowdstrike, Snowflake and Dell Technologies Our interview with controversial iRhythmn CEO Quentin Blackford (IRTC). Also Crowdstrike (CRWD) fights hackers, Snowflake (SNOW) sees its billionaire CEO leave, and Dell Technologies (DELL) sets the deck for #AI. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 07 Mar 2024 02:29:00 -0000 full 1 243 Cory Johnson Our interview with controversial iRhythmn CEO Quentin Blackford (IRTC). Also Crowdstrike (CRWD) fights hackers, Snowflake (SNOW) sees its billionaire CEO leave, and Dell Technologies (DELL) sets the deck for #AI. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Our interview with controversial iRhythmn CEO Quentin Blackford (IRTC). Also Crowdstrike (CRWD) fights hackers, Snowflake (SNOW) sees its billionaire CEO leave, and Dell Technologies (DELL) sets the deck for #AI.


https://linktr.ee/drilldownpod


Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. 


It’s business news for business people.


Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.



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

]]> 1542 Drill Down Earnings, Ep. 59: A quick look at CrowdStrike ($CRWD) and its fiscal fourth quarter earnings report. A rapid-fire, insightful look at breaking earnings from CrowdStrike ($CRWD) as CEO George Kurtz boasts of a dominant position in cloud security. It’s the business story behind a stock on the move.   The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  And there’s more! Here’s our July 2022 interview with CrowdStrike’s CEO George Kurtz, Drill Down Podcast episode 161: https://open.spotify.com/episode/6AeAGv9Ralb1cziAizRzBj?si=DWTqFvUyQKGfMcJBPgatRA The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. https://x.com/corytv #CrowdStrike #Earnings @CrowdStrike $CRWD #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Trending #TrendingVideos #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 06 Mar 2024 02:04:00 -0000 full 2 59 Cory Johnson A rapid-fire, insightful look at breaking earnings from CrowdStrike ($CRWD) as CEO George Kurtz boasts of a dominant position in cloud security. It’s the business story behind a stock on the move.   The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  And there’s more! Here’s our July 2022 interview with CrowdStrike’s CEO George Kurtz, Drill Down Podcast episode 161: https://open.spotify.com/episode/6AeAGv9Ralb1cziAizRzBj?si=DWTqFvUyQKGfMcJBPgatRA The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. https://x.com/corytv #CrowdStrike #Earnings @CrowdStrike $CRWD #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Trending #TrendingVideos #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from CrowdStrike ($CRWD) as CEO George Kurtz boasts of a dominant position in cloud security. It’s the business story behind a stock on the move.  


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


And there’s more! Here’s our July 2022 interview with CrowdStrike’s CEO George Kurtz, Drill Down Podcast episode 161: https://open.spotify.com/episode/6AeAGv9Ralb1cziAizRzBj?si=DWTqFvUyQKGfMcJBPgatRA


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.


https://x.com/corytv


#CrowdStrike

#Earnings

@CrowdStrike

$CRWD

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Trending

#TrendingVideos

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod


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

]]> 296 Drill Down Earnings: A quick look at Hewlett Packard Enterprise ($HPE) and its fiscal third quarter earnings report A rapid-fire, insightful look at breaking earnings from Hewlett Packard Enterprise ($HPE) as we hear from CEO Antonio Neri. It’s the business story behind a stock on the move.   Our big interview with Hewlett Packard Enterprise CEO Antonio Neri from October: Drill Down Podcast episode 229: https://open.spotify.com/episode/0zNbA7PjD3QLMPB4WUmXzi?si=CM78rpZpSuabGbNLXCj-1w The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.   https://x.com/corytv #Hewlett Packard Enterprise #Earnings @Hewlett Packard Enterprise $HPE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 01 Mar 2024 04:06:00 -0000 full 2 52 Cory Johnson A rapid-fire, insightful look at breaking earnings from Hewlett Packard Enterprise ($HPE) as we hear from CEO Antonio Neri. It’s the business story behind a stock on the move.   Our big interview with Hewlett Packard Enterprise CEO Antonio Neri from October: Drill Down Podcast episode 229: https://open.spotify.com/episode/0zNbA7PjD3QLMPB4WUmXzi?si=CM78rpZpSuabGbNLXCj-1w The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.   https://x.com/corytv #Hewlett Packard Enterprise #Earnings @Hewlett Packard Enterprise $HPE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from Hewlett Packard Enterprise ($HPE) as we hear from CEO Antonio Neri. It’s the business story behind a stock on the move.  


Our big interview with Hewlett Packard Enterprise CEO Antonio Neri from October: Drill Down Podcast episode 229: https://open.spotify.com/episode/0zNbA7PjD3QLMPB4WUmXzi?si=CM78rpZpSuabGbNLXCj-1w


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.


 

https://x.com/corytv


#Hewlett Packard Enterprise

#Earnings

@Hewlett Packard Enterprise

$HPE

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 382 Drill Down Earnings, Ep. 55: A quick look at Zscaler ($ZS) and its fiscal third quarter earnings report A rapid-fire, insightful look at the breaking earnings from Zscaler ($ZS). It’s the business story behind these earnings and CEO Jay Chaudhry raises some eyebrows towards Palo Alto Networks ($PANW) . https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Zscaler #Earnings @Zscaler $ZS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 01 Mar 2024 03:53:00 -0000 full 2 49 Cory Johnson A rapid-fire, insightful look at the breaking earnings from Zscaler ($ZS). It’s the business story behind these earnings and CEO Jay Chaudhry raises some eyebrows towards Palo Alto Networks ($PANW) . https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Zscaler #Earnings @Zscaler $ZS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at the breaking earnings from Zscaler ($ZS). It’s the business story behind these earnings and CEO Jay Chaudhry raises some eyebrows towards Palo Alto Networks ($PANW) .


https://linktr.ee/drilldownpod


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.



#Zscaler

#Earnings

@Zscaler

$ZS

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 365 Drill Down Earnings: A quick look at Autodesk ($ADSK) and its fiscal third quarter earnings report A rapid-fire, insightful look at breaking earnings from Autodesk ($ADSK) as we hear from CEO Andrew Anagnost. It’s the business story behind a stock on the move.   The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. https://x.com/corytv #Autodesk #Earnings @Autodesk $ADSK #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 01 Mar 2024 03:52:00 -0000 full 2 51 Cory Johnson A rapid-fire, insightful look at breaking earnings from Autodesk ($ADSK) as we hear from CEO Andrew Anagnost. It’s the business story behind a stock on the move.   The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. https://x.com/corytv #Autodesk #Earnings @Autodesk $ADSK #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from Autodesk ($ADSK) as we hear from CEO Andrew Anagnost. It’s the business story behind a stock on the move.  


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.


https://x.com/corytv


#Autodesk

#Earnings

@Autodesk

$ADSK

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 296 Drill Down Earnings, Ep. 56: A quick look at Elastic ($ESTC) and its fiscal third quarter earnings report A rapid-fire, insightful look at breaking earnings from Elastic ($ESTC) as we hear from CEO Ash Kulkarni. It’s the business story behind a stock on the move.   The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. https://x.com/corytv #Elastic #Earnings @Elastic $ESTC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 01 Mar 2024 03:50:00 -0000 full 2 49 Cory Johnson A rapid-fire, insightful look at breaking earnings from Elastic ($ESTC) as we hear from CEO Ash Kulkarni. It’s the business story behind a stock on the move.   The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. https://x.com/corytv #Elastic #Earnings @Elastic $ESTC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at breaking earnings from Elastic ($ESTC) as we hear from CEO Ash Kulkarni. It’s the business story behind a stock on the move.  


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.


https://x.com/corytv


#Elastic

#Earnings

@Elastic

$ESTC

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod


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

]]> 305 Drill Down Earnings, Ep. 54: A quick look at Dell Technologies ($DELL) and its fiscal third quarter earnings report A quick dive into breaking earnings from Dell Technologies ($DELL). It’s the business story behind a stock on the move, with fresh insight straight from CFO Jeffrey Clarke. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Dell Technologies #Earnings @Dell Technologies $DELL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 01 Mar 2024 03:47:00 -0000 full 2 48 Cory Johnson A quick dive into breaking earnings from Dell Technologies ($DELL). It’s the business story behind a stock on the move, with fresh insight straight from CFO Jeffrey Clarke. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Dell Technologies #Earnings @Dell Technologies $DELL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A quick dive into breaking earnings from Dell Technologies ($DELL). It’s the business story behind a stock on the move, with fresh insight straight from CFO Jeffrey Clarke.


https://linktr.ee/drilldownpod


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.



#Dell Technologies

#Earnings

@Dell Technologies

$DELL

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 348 Drill Down Earnings, Ep. 53: A quick look at IonQ ($IONQ) and its fiscal third quarter earnings report A rapid-fire, insightful look at the breaking earnings from IonQ ($IONQ). It’s the business story behind these earnings and interesting comments from CEO Peter Chapman. For a longer interview with IonQ’s Chapman, check out @DrillDPod Episode 234: https://open.spotify.com/episode/6MsxsNGxTNssZciebeWrkf?si=mRccne7JRguzztdTOWDhcA   The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. https://open.spotify.com/episode/6MsxsNGxTNssZciebeWrkf?si=mRccne7JRguzztdTOWDhcA #IonQ #Earnings @IonQ $IONQ #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 29 Feb 2024 12:18:00 -0000 full 2 48 Cory Johnson A rapid-fire, insightful look at the breaking earnings from IonQ ($IONQ). It’s the business story behind these earnings and interesting comments from CEO Peter Chapman. For a longer interview with IonQ’s Chapman, check out @DrillDPod Episode 234: https://open.spotify.com/episode/6MsxsNGxTNssZciebeWrkf?si=mRccne7JRguzztdTOWDhcA   The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. https://open.spotify.com/episode/6MsxsNGxTNssZciebeWrkf?si=mRccne7JRguzztdTOWDhcA #IonQ #Earnings @IonQ $IONQ #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at the breaking earnings from IonQ ($IONQ). It’s the business story behind these earnings and interesting comments from CEO Peter Chapman.


For a longer interview with IonQ’s Chapman, check out @DrillDPod Episode 234: https://open.spotify.com/episode/6MsxsNGxTNssZciebeWrkf?si=mRccne7JRguzztdTOWDhcA

 

The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.


https://open.spotify.com/episode/6MsxsNGxTNssZciebeWrkf?si=mRccne7JRguzztdTOWDhcA




#IonQ

#Earnings

@IonQ

$IONQ

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 260 Drill Down Earnings: A quick look at Okta ($OKTA) and its fiscal third quarter earnings report A rapid-fire, insightful look at the breaking earnings from Okta ($OKTA). It’s the business story behind these earnings and some insight into the thinking of CEO Todd McKinnon. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Okta #Earnings @Okta $OKTA #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 29 Feb 2024 12:17:00 -0000 full 2 46 Cory Johnson A rapid-fire, insightful look at the breaking earnings from Okta ($OKTA). It’s the business story behind these earnings and some insight into the thinking of CEO Todd McKinnon. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Okta #Earnings @Okta $OKTA #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at the breaking earnings from Okta ($OKTA). It’s the business story behind these earnings and some insight into the thinking of CEO Todd McKinnon.


https://linktr.ee/drilldownpod


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.



#Okta

#Earnings

@Okta

$OKTA

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 290 Drill Down Earnings: A quick look at Snowflake ($SNOW) and its fiscal third quarter earnings report. A rapid-fire, insightful look at the breaking earnings from Snowflake ($SNOW). It’s the business story behind these earnings and the sudden departure of CEO Frank Slootman. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Snowflake #Earnings @Snowflake $SNOW #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 29 Feb 2024 12:16:00 -0000 full 2 45 Cory Johnson A rapid-fire, insightful look at the breaking earnings from Snowflake ($SNOW). It’s the business story behind these earnings and the sudden departure of CEO Frank Slootman. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Snowflake #Earnings @Snowflake $SNOW #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at the breaking earnings from Snowflake ($SNOW). It’s the business story behind these earnings and the sudden departure of CEO Frank Slootman.


https://linktr.ee/drilldownpod


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.



#Snowflake

#Earnings

@Snowflake

$SNOW

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 332 Drill Down Earnings: A quick look at Salesforce ($CRM) and its fiscal third quarter earnings report A rapid-fire, insightful look at the breaking earnings from Salesforce ($CRM). It’s the business story behind these earnings and some insight into the thinking of CEO Marc Benioff. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Salesforce #Earnings @Salesforce $CRM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 29 Feb 2024 01:24:00 -0000 full 2 44 Cory Johnson A rapid-fire, insightful look at the breaking earnings from Salesforce ($CRM). It’s the business story behind these earnings and some insight into the thinking of CEO Marc Benioff. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Salesforce #Earnings @Salesforce $CRM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at the breaking earnings from Salesforce ($CRM). It’s the business story behind these earnings and some insight into the thinking of CEO Marc Benioff.


https://linktr.ee/drilldownpod


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.



#Salesforce

#Earnings

@Salesforce

$CRM

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 340 Drill Down Earnings: A quick look at C3.ai ($AI) and its fourth quarter earnings report A rapid-fire, insightful look at the breaking earnings from C3.ai ($AI). It’s the business story behind these earnings and some insight into the thinking of CEO Tom Siebel. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #C3.ai #Earnings @C3.ai $AI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 29 Feb 2024 00:48:00 -0000 full 2 43 Cory Johnson A rapid-fire, insightful look at the breaking earnings from C3.ai ($AI). It’s the business story behind these earnings and some insight into the thinking of CEO Tom Siebel. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #C3.ai #Earnings @C3.ai $AI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at the breaking earnings from C3.ai ($AI). It’s the business story behind these earnings and some insight into the thinking of CEO Tom Siebel.


https://linktr.ee/drilldownpod


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.



#C3.ai

#Earnings

@C3.ai

$AI

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod


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

]]> 427 Drill Down Earnings: A quick look at Workday ($WDAY) and its fourth quarter earnings report A rapid-fire, insightful look at the breaking earnings from Workday ($WDAY). It’s the business story behind these earnings and some insight into the thinking of CEO Carl Eschenbach. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Workday #Earnings @Workday $WDAY #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 27 Feb 2024 02:40:00 -0000 full 2 41 Cory Johnson A rapid-fire, insightful look at the breaking earnings from Workday ($WDAY). It’s the business story behind these earnings and some insight into the thinking of CEO Carl Eschenbach. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Workday #Earnings @Workday $WDAY #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at the breaking earnings from Workday ($WDAY). It’s the business story behind these earnings and some insight into the thinking of CEO Carl Eschenbach.


https://linktr.ee/drilldownpod


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.



#Workday

#Earnings

@Workday

$WDAY

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 335 Drill Down Earnings: A quick look at Zoom Video Communications ($ZM) and its fourth quarter earnings report A rapid-fire, insightful look at the breaking earnings from Zoom Video Communications ($ZM). It’s the business story behind these earnings and some interesting comments on corporate spending from CFO Kelly Steckelberg. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Zoom Video Communications #Earnings @Zoom Video Communications $ZM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 27 Feb 2024 02:34:00 -0000 full 2 42 Cory Johnson A rapid-fire, insightful look at the breaking earnings from Zoom Video Communications ($ZM). It’s the business story behind these earnings and some interesting comments on corporate spending from CFO Kelly Steckelberg. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Zoom Video Communications #Earnings @Zoom Video Communications $ZM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at the breaking earnings from Zoom Video Communications ($ZM). It’s the business story behind these earnings and some interesting comments on corporate spending from CFO Kelly Steckelberg.


https://linktr.ee/drilldownpod


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.



#Zoom Video Communications

#Earnings

@Zoom Video Communications

$ZM

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 311 Ep. 242: Synopsys CEO Sassine Ghazi, NVIDIA, Palo Alto Networks and Analog Devices Our big interview with Synopsys CEO Sassine Ghazi ($SNPS). Also some context to NVIDIA’s success ($NVDA). Why is AI surging spending but Palo Alto Networks ($PANW) struggles with security sales? And Analog Devices ($ADI) sees customers for its semiconductors lie through their teeth. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Synopsys #Earnings @Synopsys $SNPS #Technology #Software #CloudComputing #Chips #Hacking #Security #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 24 Feb 2024 04:29:00 -0000 full 1 242 Cory Johnson Our big interview with Synopsys CEO Sassine Ghazi ($SNPS). Also some context to NVIDIA’s success ($NVDA). Why is AI surging spending but Palo Alto Networks ($PANW) struggles with security sales? And Analog Devices ($ADI) sees customers for its semiconductors lie through their teeth. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Synopsys #Earnings @Synopsys $SNPS #Technology #Software #CloudComputing #Chips #Hacking #Security #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Our big interview with Synopsys CEO Sassine Ghazi ($SNPS). Also some context to NVIDIA’s success ($NVDA). Why is AI surging spending but Palo Alto Networks ($PANW) struggles with security sales? And Analog Devices ($ADI) sees customers for its semiconductors lie through their teeth.


https://linktr.ee/drilldownpod


Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. 


It’s business news for business people.


Every episode of The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.


#Synopsys

#Earnings

@Synopsys

$SNPS

#Technology

#Software

#CloudComputing

#Chips

#Hacking

#Security

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 2409 Drill Down Earnings: A quick look at Intuit ($INTU) and its second fiscal quarter for 2024 earnings report A rapid-fire, insightful look at the breaking earnings from Intuit ($INTU). It’s the business story behind these earnings and some insight into the thinking of CEO Sasan Goodarzi. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Intuit #Earnings @Intuit $INTU #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 24 Feb 2024 04:24:00 -0000 full 2 40 Cory Johnson A rapid-fire, insightful look at the breaking earnings from Intuit ($INTU). It’s the business story behind these earnings and some insight into the thinking of CEO Sasan Goodarzi. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Intuit #Earnings @Intuit $INTU #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at the breaking earnings from Intuit ($INTU). It’s the business story behind these earnings and some insight into the thinking of CEO Sasan Goodarzi.


https://linktr.ee/drilldownpod


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.



#Intuit

#Earnings

@Intuit

$INTU

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod


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

]]> 294 Drill Down Earnings: A quick look at Vicor ($VICR) and its fourth quarter earnings report A rapid-fire, insightful look at the breaking earnings from Vicor ($VICR). It’s the business story behind these earnings and curious comments from CEO Patrizio Vinciarelli. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Vicor #Earnings @Vicor $VICR #Technology #Power #PowerManagement #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 24 Feb 2024 04:23:00 -0000 full 2 39 Cory Johnson A rapid-fire, insightful look at the breaking earnings from Vicor ($VICR). It’s the business story behind these earnings and curious comments from CEO Patrizio Vinciarelli. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Vicor #Earnings @Vicor $VICR #Technology #Power #PowerManagement #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at the breaking earnings from Vicor ($VICR). It’s the business story behind these earnings and curious comments from CEO Patrizio Vinciarelli.


https://linktr.ee/drilldownpod


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.



#Vicor

#Earnings

@Vicor

$VICR

#Technology

#Power

#PowerManagement

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 258 Drill Down Earnings: A quick look at Block (don't you dare call it "Square") ($SQ) and its fourth quarter earnings report A rapid-fire, insightful look at the breaking earnings from Block (don't you dare call it "Square") ($SQ). It’s the business story behind these earnings and some insight into the thinking of CEO Jack Dorsey. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Block (don't you dare call it "Square") #Earnings @Block (don't you dare call it "Square") $SQ #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 24 Feb 2024 04:22:00 -0000 full 2 38 Cory Johnson A rapid-fire, insightful look at the breaking earnings from Block (don't you dare call it "Square") ($SQ). It’s the business story behind these earnings and some insight into the thinking of CEO Jack Dorsey. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Block (don't you dare call it "Square") #Earnings @Block (don't you dare call it "Square") $SQ #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at the breaking earnings from Block (don't you dare call it "Square") ($SQ). It’s the business story behind these earnings and some insight into the thinking of CEO Jack Dorsey.


https://linktr.ee/drilldownpod


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.



#Block (don't you dare call it "Square")

#Earnings

@Block (don't you dare call it "Square")

$SQ

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 335 Drill Down Earnings: A quick look at Synopsys ($SNPS) and its fiscal first quarter earnings report. A rapid-fire, insightful look at the breaking earnings from Synopsys ($SNPS). It’s the business story behind these earnings as CEO Sassine Ghazi explains what’s driving results. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Synopsys #Earnings @Synopsys $SNPS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 24 Feb 2024 04:21:00 -0000 full 2 37 Cory Johnson A rapid-fire, insightful look at the breaking earnings from Synopsys ($SNPS). It’s the business story behind these earnings as CEO Sassine Ghazi explains what’s driving results. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Synopsys #Earnings @Synopsys $SNPS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at the breaking earnings from Synopsys ($SNPS). It’s the business story behind these earnings as CEO Sassine Ghazi explains what’s driving results.


https://linktr.ee/drilldownpod


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.



#Synopsys

#Earnings

@Synopsys

$SNPS

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 314 Drill Down Earnings: A quick look at Analog Devices ($ADI) and its fiscal year Q1 2024 earnings report A rapid-fire, insightful look at the breaking earnings from Analog Devices ($ADI). It’s the business story behind these earnings and  CEO Vincent Roche tells the story of mountains of inventory. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Analog Devices #Earnings @Analog Devices $ADI #Technology #Chips #analog #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 22 Feb 2024 10:46:00 -0000 full 2 36 Cory Johnson A rapid-fire, insightful look at the breaking earnings from Analog Devices ($ADI). It’s the business story behind these earnings and  CEO Vincent Roche tells the story of mountains of inventory. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Analog Devices #Earnings @Analog Devices $ADI #Technology #Chips #analog #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at the breaking earnings from Analog Devices ($ADI). It’s the business story behind these earnings and  CEO Vincent Roche tells the story of mountains of inventory.


https://linktr.ee/drilldownpod


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.



#Analog Devices

#Earnings

@Analog Devices

$ADI

#Technology

#Chips

#analog

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 333 Drill Down Earnings: A quick look at Vertiv ($VRT) and its fourth quarter earnings report A rapid-fire, insightful look at the breaking earnings from Vertiv ($VRT). It’s the business story behind these earnings and some insight into the thinking of CEO Giordano Albertazzi. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Vertiv #Earnings @Vertiv $VRT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 22 Feb 2024 10:41:00 -0000 full 2 35 Cory Johnson A rapid-fire, insightful look at the breaking earnings from Vertiv ($VRT). It’s the business story behind these earnings and some insight into the thinking of CEO Giordano Albertazzi. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Vertiv #Earnings @Vertiv $VRT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at the breaking earnings from Vertiv ($VRT). It’s the business story behind these earnings and some insight into the thinking of CEO Giordano Albertazzi.


https://linktr.ee/drilldownpod


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.



#Vertiv

#Earnings

@Vertiv

$VRT

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 310 Drill Down Earnings: A quick look at NVIDIA ($NVDA) and its fourth quarter earnings report A rapid-fire, insightful look at the shockingly awesome earnings from NVIDIA ($NVDA). It’s the business story behind these earnings and we hear from CEO Jensen Huang why this has only just begun. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #NVIDIA #Earnings @NVIDIA $NVDA #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 22 Feb 2024 10:35:00 -0000 full 2 34 Cory Johnson A rapid-fire, insightful look at the shockingly awesome earnings from NVIDIA ($NVDA). It’s the business story behind these earnings and we hear from CEO Jensen Huang why this has only just begun. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #NVIDIA #Earnings @NVIDIA $NVDA #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at the shockingly awesome earnings from NVIDIA ($NVDA). It’s the business story behind these earnings and we hear from CEO Jensen Huang why this has only just begun.


https://linktr.ee/drilldownpod


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.



#NVIDIA

#Earnings

@NVIDIA

$NVDA

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod

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

]]> 345 Drill Down Earnings: A quick look at TeleDoc ($TDOC) and its fourth quarter earnings report A rapid-fire, insightful look at the breaking earnings from TeleDoc ($TDOC). It’s the business story behind these earnings and some insight into the thinking of CEO Jason Gorevic. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #TeleDoc #Earnings @TeleDoc $TDOC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 21 Feb 2024 02:46:00 -0000 full 2 33 Cory Johnson A rapid-fire, insightful look at the breaking earnings from TeleDoc ($TDOC). It’s the business story behind these earnings and some insight into the thinking of CEO Jason Gorevic. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #TeleDoc #Earnings @TeleDoc $TDOC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at the breaking earnings from TeleDoc ($TDOC). It’s the business story behind these earnings and some insight into the thinking of CEO Jason Gorevic.


https://linktr.ee/drilldownpod


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.



#TeleDoc

#Earnings

@TeleDoc

$TDOC

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 426 Drill Down Earnings: A quick look at Palo Alto Networks ($PANW) and its Fiscal Second Quarter earnings report A rapid-fire, insightful look at the breaking earnings from Palo Alto Networks ($PANW). It’s the business story behind these earnings and we hear about a shifting product strategy from CEO Nikesh Arora. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Palo Alto Networks #Earnings @Palo Alto Networks $PANW #Technology #Software #CloudComputing #Security #Hacking #Ransomware #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 21 Feb 2024 02:45:00 -0000 full 2 32 Cory Johnson A rapid-fire, insightful look at the breaking earnings from Palo Alto Networks ($PANW). It’s the business story behind these earnings and we hear about a shifting product strategy from CEO Nikesh Arora. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Palo Alto Networks #Earnings @Palo Alto Networks $PANW #Technology #Software #CloudComputing #Security #Hacking #Ransomware #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at the breaking earnings from Palo Alto Networks ($PANW). It’s the business story behind these earnings and we hear about a shifting product strategy from CEO Nikesh Arora.


https://linktr.ee/drilldownpod


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.



#Palo Alto Networks

#Earnings

@Palo Alto Networks

$PANW

#Technology

#Software

#CloudComputing

#Security

#Hacking

#Ransomware

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 334 Ep. 241: Aurora Innovations CEO Chris Urmson, Cadence Design Systems, Cisco Systems and Coinbase Our big interview with Aurora Innovations CEO Chris Urmson ($AUR). Also Cadence Design Systems ($CDNS) still suffering from Covid? Cisco Systems ($CSCO) gave us a tell about a challenging quarter, and Coinbase ($COIN) benefiting from rising interest rates and stablecoin, but for how long?. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 17 Feb 2024 02:05:00 -0000 full 1 241 Cory Johnson Our big interview with Aurora Innovations CEO Chris Urmson ($AUR). Also Cadence Design Systems ($CDNS) still suffering from Covid? Cisco Systems ($CSCO) gave us a tell about a challenging quarter, and Coinbase ($COIN) benefiting from rising interest rates and stablecoin, but for how long?. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Our big interview with Aurora Innovations CEO Chris Urmson ($AUR). Also

Cadence Design Systems ($CDNS) still suffering from Covid? Cisco Systems ($CSCO) gave us a tell about a challenging quarter, and Coinbase ($COIN) benefiting from rising interest rates and stablecoin, but for how long?.

https://linktr.ee/drilldownpod

Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. 

It’s business news for business people.

Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 2102 Drill Down Earnings: A quick look at Coinbase ($COIN), how interest rates and stablecoin (USDC) and its fourth quarter earnings report A rapid-fire, insightful look at the breaking earnings from Coinbase ($COIN). It’s the business story behind these earnings and some insight into the thinking of CEO Brian Armstrong. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Coinbase #Earnings @Coinbase $COIN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 17 Feb 2024 02:01:00 -0000 full 2 31 Cory Johnson A rapid-fire, insightful look at the breaking earnings from Coinbase ($COIN). It’s the business story behind these earnings and some insight into the thinking of CEO Brian Armstrong. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Coinbase #Earnings @Coinbase $COIN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at the breaking earnings from Coinbase ($COIN). It’s the business story behind these earnings and some insight into the thinking of CEO Brian Armstrong.


https://linktr.ee/drilldownpod


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.



#Coinbase

#Earnings

@Coinbase

$COIN

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod


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

]]> 384 Drill Down Earnings: A quick look at Roku (ROKU) and its fourth quarter earnings report A rapid-fire, insightful look at the breaking earnings from Roku (ROKU). It’s the business story behind these earnings and CFO Dan Jedda explains why falling revenue-per-customer is a GOOD thing for this business.  https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Roku #Earnings @Roku $ROKU #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business #ARPU @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 17 Feb 2024 02:00:00 -0000 full 2 30 Cory Johnson A rapid-fire, insightful look at the breaking earnings from Roku (ROKU). It’s the business story behind these earnings and CFO Dan Jedda explains why falling revenue-per-customer is a GOOD thing for this business.  https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Roku #Earnings @Roku $ROKU #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business #ARPU @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at the breaking earnings from Roku (ROKU). It’s the business story behind these earnings and CFO Dan Jedda explains why falling revenue-per-customer is a GOOD thing for this business. 


https://linktr.ee/drilldownpod


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.



#Roku

#Earnings

@Roku

$ROKU

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

#ARPU

@DrillDownPod


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

]]> 288 Drill Down Earnings: A quick look at Applied Materials (AMAT) and its fourth quarter earnings report A rapid-fire, insightful look at the breaking earnings from Applied Materials (AMAT). It’s the business story behind these earnings and a look at the exciting developments in high-speed DRAM from CEO Greg Dickerson https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Applied Materials #Earnings @Applied Materials $AMAT #Technology #Software #CloudComputing #DRAM #HighSpeedDRAM #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 17 Feb 2024 01:59:00 -0000 full 2 29 Cory Johnson A rapid-fire, insightful look at the breaking earnings from Applied Materials (AMAT). It’s the business story behind these earnings and a look at the exciting developments in high-speed DRAM from CEO Greg Dickerson https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Applied Materials #Earnings @Applied Materials $AMAT #Technology #Software #CloudComputing #DRAM #HighSpeedDRAM #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at the breaking earnings from Applied Materials (AMAT). It’s the business story behind these earnings and a look at the exciting developments in high-speed DRAM from CEO Greg Dickerson


https://linktr.ee/drilldownpod


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.



#Applied Materials

#Earnings

@Applied Materials

$AMAT

#Technology

#Software

#CloudComputing

#DRAM

#HighSpeedDRAM

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business

@DrillDownPod



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

]]> 309 Drill Down Earnings: A quick look at @Cisco ($CSCO) and its fiscal second quarter earnings report A rapid-fire, insightful look at the breaking earnings from @Cisco ($CSCO). It’s the business story behind these earnings and some insight into the thinking of CEO Chuck Robbins. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Cisco #Earnings @Cisco #Technology #Software #CloudComputing #AI #ArtificialIntelligence #Stocks #Trading #Business Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 15 Feb 2024 01:30:00 -0000 full 2 28 Cory Johnson A rapid-fire, insightful look at the breaking earnings from @Cisco ($CSCO). It’s the business story behind these earnings and some insight into the thinking of CEO Chuck Robbins. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Cisco #Earnings @Cisco #Technology #Software #CloudComputing #AI #ArtificialIntelligence #Stocks #Trading #Business Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at the breaking earnings from @Cisco ($CSCO). It’s the business story behind these earnings and some insight into the thinking of CEO Chuck Robbins.


https://linktr.ee/drilldownpod


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.



#Cisco

#Earnings

@Cisco

#Technology

#Software

#CloudComputing

#AI #ArtificialIntelligence

#Stocks

#Trading

#Business



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

]]> 299 Drill Down Earnings: A quick look at Twilio (TWLO) and its fourth quarter earnings report A rapid-fire, insightful look at the breaking earnings from Twilio (TWLO). It’s the business story behind these earnings and some insight into the thinking of CEO Khozema Shipchandler. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Twilio #Earnings @Twilio $TWLO #Technology #Software #CloudComputing #Texting #Stocks #Trading #Business Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 15 Feb 2024 01:28:00 -0000 full 2 27 Cory Johnson A rapid-fire, insightful look at the breaking earnings from Twilio (TWLO). It’s the business story behind these earnings and some insight into the thinking of CEO Khozema Shipchandler. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Twilio #Earnings @Twilio $TWLO #Technology #Software #CloudComputing #Texting #Stocks #Trading #Business Learn more about your ad choices. Visit megaphone.fm/adchoices A rapid-fire, insightful look at the breaking earnings from Twilio (TWLO). It’s the business story behind these earnings and some insight into the thinking of CEO Khozema Shipchandler.


https://linktr.ee/drilldownpod


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.



#Twilio

#Earnings

@Twilio

$TWLO

#Technology

#Software

#CloudComputing

#Texting

#Stocks

#Trading

#Business



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

]]> 369 Drill Down Earnings: The very latest as Shopify (SHOP) reports fourth quarter earnings A quick look at the breaking earnings from Shopify (SHOP), with a look at the business story behind these earnings and we hear from the dynamic chief operating officer Harley Finkelstein. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Shopify #Earnings @Shopify #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 14 Feb 2024 02:00:00 -0000 full 2 26 Cory Johnson A quick look at the breaking earnings from Shopify (SHOP), with a look at the business story behind these earnings and we hear from the dynamic chief operating officer Harley Finkelstein. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Shopify #Earnings @Shopify #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business Learn more about your ad choices. Visit megaphone.fm/adchoices A quick look at the breaking earnings from Shopify (SHOP), with a look at the business story behind these earnings and we hear from the dynamic chief operating officer Harley Finkelstein.


https://linktr.ee/drilldownpod


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.


#Shopify

#Earnings

@Shopify

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business



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

]]> 293 Drill Down Earnings: The very latest as DataDog (DDOG) reports fourth quarter earnings A detailed look at the breaking earnings from DataDog (DDOG), with a look at the business story behind these earnings and some insight into the thinking of CEO Olivier Pomel. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Datadog #Earnings @Datadog #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 14 Feb 2024 01:59:00 -0000 full 2 25 Cory Johnson A detailed look at the breaking earnings from DataDog (DDOG), with a look at the business story behind these earnings and some insight into the thinking of CEO Olivier Pomel. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Datadog #Earnings @Datadog #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business Learn more about your ad choices. Visit megaphone.fm/adchoices A detailed look at the breaking earnings from DataDog (DDOG), with a look at the business story behind these earnings and some insight into the thinking of CEO Olivier Pomel.


https://linktr.ee/drilldownpod


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.


#Datadog

#Earnings

@Datadog

#Technology

#Software

#CloudComputing

#Chips

#AI #ArtificialIntelligence

#Semiconductors

#Stocks

#Trading

#Business



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

]]> 263 Drill Down Earnings: The very latest as Cadence Design Systems (CDNS) reports fourth quarter earnings Breaking earnings from Cadence Design Systems (CDNS), with a look at the business story behind these earnings. And we hear first hand from Anirudh Devgan, PhD as to why the COVID pandemic recovery is STILL a specter over Cadence results.  https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 14 Feb 2024 01:58:00 -0000 full 2 24 Cory Johnson Breaking earnings from Cadence Design Systems (CDNS), with a look at the business story behind these earnings. And we hear first hand from Anirudh Devgan, PhD as to why the COVID pandemic recovery is STILL a specter over Cadence results.  https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Breaking earnings from Cadence Design Systems (CDNS), with a look at the business story behind these earnings. And we hear first hand from Anirudh Devgan, PhD as to why the COVID pandemic recovery is STILL a specter over Cadence results. 


https://linktr.ee/drilldownpod


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.



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

]]> 327 Drill Down Earnings: The very latest as Arista Networks (ANET) reports fourth quarter earnings A detailed look at the breaking earnings from Arista Networks (ANET), with a look at the business story behind these earnings, sound from CEO Jayshree Ullal and insight from Futurum Analyst Ron Westfall.  https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 14 Feb 2024 01:57:00 -0000 full 2 23 Cory Johnson A detailed look at the breaking earnings from Arista Networks (ANET), with a look at the business story behind these earnings, sound from CEO Jayshree Ullal and insight from Futurum Analyst Ron Westfall.  https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices A detailed look at the breaking earnings from Arista Networks (ANET), with a look at the business story behind these earnings, sound from CEO Jayshree Ullal and insight from Futurum Analyst Ron Westfall. 

https://linktr.ee/drilldownpod

The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 

The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 370 Drill Down Earnings: The very latest as Expedia (EXPE) reports fourth quarter earnings A detailed look at the breaking earnings from Expedia (EXPE), with a look at the business story behind these earnings and some insight into the thinking of CEO Peter Kern. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 09 Feb 2024 04:35:00 -0000 full 2 22 Cory Johnson A detailed look at the breaking earnings from Expedia (EXPE), with a look at the business story behind these earnings and some insight into the thinking of CEO Peter Kern. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices A detailed look at the breaking earnings from Expedia (EXPE), with a look at the business story behind these earnings and some insight into the thinking of CEO Peter Kern.

https://linktr.ee/drilldownpod

The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 

The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 283 Drill Down Earnings: The very latest as Cloudflare (NET) reports strong fourth quarter earnings Market moving earnings from Cloudflare (NET), but what’s the business story behind these earnings? We have that and hear from CEO Matthew Prince. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 09 Feb 2024 04:34:00 -0000 full 2 21 Cory Johnson Market moving earnings from Cloudflare (NET), but what’s the business story behind these earnings? We have that and hear from CEO Matthew Prince. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Market moving earnings from Cloudflare (NET), but what’s the business story behind these earnings? We have that and hear from CEO Matthew Prince.

https://linktr.ee/drilldownpod

The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 

The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 363 Drill Down Earnings: Lumentum (LITE) fiscal second quarter earnings report Lumentum (LITE) tanks after fiscal second quarter earnings. We take a look at the business story behind these earnings and some insight into the thinking of CEO Alan Lowe. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 09 Feb 2024 04:32:00 -0000 full 2 20 Cory Johnson Lumentum (LITE) tanks after fiscal second quarter earnings. We take a look at the business story behind these earnings and some insight into the thinking of CEO Alan Lowe. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Lumentum (LITE) tanks after fiscal second quarter earnings. We take a look at the business story behind these earnings and some insight into the thinking of CEO Alan Lowe.

https://linktr.ee/drilldownpod

The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 

The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 298 Drill Down Earnings: Amazing fiscal third quarter from ARM Holdings (ARM) but what does it mean? A detailed look at the breaking earnings from ARM Holdings (ARM), the business story behind these earnings and why CFO Jason Child is holding on to figure out what it all means. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 09 Feb 2024 00:51:00 -0000 full 2 19 Cory Johnson A detailed look at the breaking earnings from ARM Holdings (ARM), the business story behind these earnings and why CFO Jason Child is holding on to figure out what it all means. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices A detailed look at the breaking earnings from ARM Holdings (ARM), the business story behind these earnings and why CFO Jason Child is holding on to figure out what it all means.

https://linktr.ee/drilldownpod

The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 

The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.


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]]> 376 Ep. 240: Enfusion CEO Oleg Movchan, Spotify, Apple and Coherent Our big interview with Enfusion CEO Oleg Movchan (ENFN). Also Spotify (SPOT), Apple (AAPL), and Coherent (COHR). https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 08 Feb 2024 05:14:00 -0000 full 1 240 Cory Johnson Our big interview with Enfusion CEO Oleg Movchan (ENFN). Also Spotify (SPOT), Apple (AAPL), and Coherent (COHR). https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Our big interview with Enfusion CEO Oleg Movchan (ENFN). Also

Spotify (SPOT), Apple (AAPL), and Coherent (COHR).

https://linktr.ee/drilldownpod

Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. 

It’s business news for business people.

Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 1953 Drill Down Earnings: The very latest as Paypal (PYPL) reports fourth quarter earnings Breaking earnings from Paypal (PYPL), with a look at the business story behind these earnings and some tough talk from the new CEO Alex Chriss https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 08 Feb 2024 04:28:00 -0000 full 2 18 Cory Johnson Breaking earnings from Paypal (PYPL), with a look at the business story behind these earnings and some tough talk from the new CEO Alex Chriss https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Breaking earnings from Paypal (PYPL), with a look at the business story behind these earnings and some tough talk from the new CEO Alex Chriss

https://linktr.ee/drilldownpod

The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 

The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 327 Drill Down Earnings: The very latest as Paycom (PAYC) reports fourth quarter earnings A detailed look at the breaking earnings from Paycom (PAYC), with a look at the business story behind these earnings and some insight into the thinking of CEO Chad Richison. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 08 Feb 2024 04:27:00 -0000 full 2 17 Cory Johnson A detailed look at the breaking earnings from Paycom (PAYC), with a look at the business story behind these earnings and some insight into the thinking of CEO Chad Richison. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices A detailed look at the breaking earnings from Paycom (PAYC), with a look at the business story behind these earnings and some insight into the thinking of CEO Chad Richison.

https://linktr.ee/drilldownpod

The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 

The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 364 Drill Down Earnings: The very latest as Uber Technologies (UBER) reports fourth quarter earnings A detailed look at the breaking earnings from Uber Technologies (UBER), with a look at the business story behind these earnings and some insight into the thinking of CEO Dara Khosrowshahi. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 08 Feb 2024 04:26:00 -0000 full 2 16 Cory Johnson A detailed look at the breaking earnings from Uber Technologies (UBER), with a look at the business story behind these earnings and some insight into the thinking of CEO Dara Khosrowshahi. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices A detailed look at the breaking earnings from Uber Technologies (UBER), with a look at the business story behind these earnings and some insight into the thinking of CEO Dara Khosrowshahi.

https://linktr.ee/drilldownpod

The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 

The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 338 Drill Down Earnings: The very latest as Snap (SNAP) reports fourth quarter earnings A detailed look at the breaking earnings from Snap (SNAP), with a look at the business story behind these earnings and we hear from CEO Evan Spiegel. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 07 Feb 2024 04:42:00 -0000 full 2 15 Cory Johnson A detailed look at the breaking earnings from Snap (SNAP), with a look at the business story behind these earnings and we hear from CEO Evan Spiegel. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices A detailed look at the breaking earnings from Snap (SNAP), with a look at the business story behind these earnings and we hear from CEO Evan Spiegel.

https://linktr.ee/drilldownpod

The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 

The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 341 Drill Down Earnings: The very latest as Fortinet (FTNT) reports fourth quarter earnings A detailed look at the breaking earnings from Fortinet (FTNT), with a look at the business story behind these earnings and some insight into the thinking of CEO Ken Xie. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 07 Feb 2024 04:41:00 -0000 full 2 14 Cory Johnson A detailed look at the breaking earnings from Fortinet (FTNT), with a look at the business story behind these earnings and some insight into the thinking of CEO Ken Xie. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices A detailed look at the breaking earnings from Fortinet (FTNT), with a look at the business story behind these earnings and some insight into the thinking of CEO Ken Xie.

https://linktr.ee/drilldownpod

The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 

The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 302 Drill Down Earnings: The very latest as Coherent (COHR) reports SECOND FISCAL QUARTER 2024 earnings A detailed look at the breaking earnings from Coherent (COHR), with a look at the business story behind these earnings and some insight into the thinking of CEO Vincent Mattera, Jr.. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 06 Feb 2024 23:44:00 -0000 full 2 13 Cory Johnson A detailed look at the breaking earnings from Coherent (COHR), with a look at the business story behind these earnings and some insight into the thinking of CEO Vincent Mattera, Jr.. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices A detailed look at the breaking earnings from Coherent (COHR), with a look at the business story behind these earnings and some insight into the thinking of CEO Vincent Mattera, Jr..

https://linktr.ee/drilldownpod

The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 

The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.


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

]]> 337 Drill Down Earnings: The very latest as Spotify (SPOT) reports fourth quarter earnings A detailed look at the breaking earnings from Spotify (SPOT), with a look at the business story behind these earnings and some insight into the thinking of CEO Daniel Ek. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 06 Feb 2024 23:42:00 -0000 full 2 12 Cory Johnson A detailed look at the breaking earnings from Spotify (SPOT), with a look at the business story behind these earnings and some insight into the thinking of CEO Daniel Ek. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices A detailed look at the breaking earnings from Spotify (SPOT), with a look at the business story behind these earnings and some insight into the thinking of CEO Daniel Ek.

https://linktr.ee/drilldownpod

The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 

The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 363 Drill Down Earnings: The very latest as NXP Semiconductor (NXPI) reports fourth quarter earnings A detailed look at the breaking earnings from NXP Semiconductor (NXPI), with a look at the business story behind these earnings and some insight into the thinking of CEO Kurt Sievers. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 06 Feb 2024 23:40:00 -0000 full 2 11 Cory Johnson A detailed look at the breaking earnings from NXP Semiconductor (NXPI), with a look at the business story behind these earnings and some insight into the thinking of CEO Kurt Sievers. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices A detailed look at the breaking earnings from NXP Semiconductor (NXPI), with a look at the business story behind these earnings and some insight into the thinking of CEO Kurt Sievers.

https://linktr.ee/drilldownpod

The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 

The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 406 Drill Down Earnings: The very latest as Meta (META) reports fourth quarter earnings. A detailed look at the breaking earnings from Meta (META), with a look at the business story behind these earnings and some insight into the thinking of CFO Susan Li. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 02 Feb 2024 19:23:00 -0000 full 2 10 Cory Johnson A detailed look at the breaking earnings from Meta (META), with a look at the business story behind these earnings and some insight into the thinking of CFO Susan Li. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices A detailed look at the breaking earnings from Meta (META), with a look at the business story behind these earnings and some insight into the thinking of CFO Susan Li.

https://linktr.ee/drilldownpod

The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 

The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 356 Drill Down Earnings: The very latest as Apple (AAPL) reports fourth quarter earnings. A detailed look at the breaking earnings from Apple (AAPL), with a look at the business story behind these earnings and some insight into the thinking of CEO Tim Cook. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 02 Feb 2024 19:21:00 -0000 full 2 9 Cory Johnson A detailed look at the breaking earnings from Apple (AAPL), with a look at the business story behind these earnings and some insight into the thinking of CEO Tim Cook. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices A detailed look at the breaking earnings from Apple (AAPL), with a look at the business story behind these earnings and some insight into the thinking of CEO Tim Cook.

https://linktr.ee/drilldownpod

The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 

The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 359 no Drill Down Earnings: The very latest as Amazon.com (AMZN) reports fourth quarter earnings. A detailed look at the breaking earnings from Amazon.com (AMZN), with a look at the business story behind these earnings and some insight into the thinking of CEO Andy Jassey. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 02 Feb 2024 19:19:00 -0000 full 2 8 Cory Johnson A detailed look at the breaking earnings from Amazon.com (AMZN), with a look at the business story behind these earnings and some insight into the thinking of CEO Andy Jassey. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices A detailed look at the breaking earnings from Amazon.com (AMZN), with a look at the business story behind these earnings and some insight into the thinking of CEO Andy Jassey.

https://linktr.ee/drilldownpod

The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 

The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 327 Drill Down Earnings: The very latest as Atlassian (TEAM) reports fourth quarter earnings. A detailed look at the breaking earnings from Atlassian (TEAM), with a look at the business story behind these earnings and a look at cloud demand from CEO Scott Farquhar. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 02 Feb 2024 19:12:00 -0000 full 2 7 Cory Johnson A detailed look at the breaking earnings from Atlassian (TEAM), with a look at the business story behind these earnings and a look at cloud demand from CEO Scott Farquhar. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices A detailed look at the breaking earnings from Atlassian (TEAM), with a look at the business story behind these earnings and a look at cloud demand from CEO Scott Farquhar.

https://linktr.ee/drilldownpod

The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 

The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 279 Ep. 239: Personalis CEO Chris Hall, Alphabet, Advanced Micro Devices and Qualcomm. Our big interview with Personalis CEO Chris Hall (PSNL) with groundbreaking cancer-detecting genomics. Also Alphabet (GOOG) dragged down by weak search results. Advanced Micro Devices’ – life as the number two AI chip maker (AMD). And Qualcomm (QCOM) brings AI to the mobile device – with help from Samsung. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of Six Five Media and The Futurum Group, a leading global technology advisory, media and research firm. Six Five Media media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 01 Feb 2024 07:08:00 -0000 full 1 239 Cory Johnson Our big interview with Personalis CEO Chris Hall (PSNL) with groundbreaking cancer-detecting genomics. Also Alphabet (GOOG) dragged down by weak search results. Advanced Micro Devices’ – life as the number two AI chip maker (AMD). And Qualcomm (QCOM) brings AI to the mobile device – with help from Samsung. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of Six Five Media and The Futurum Group, a leading global technology advisory, media and research firm. Six Five Media media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Our big interview with Personalis CEO Chris Hall (PSNL) with groundbreaking cancer-detecting genomics. Also Alphabet (GOOG) dragged down by weak search results. Advanced Micro Devices’ – life as the number two AI chip maker (AMD). And Qualcomm (QCOM) brings AI to the mobile device – with help from Samsung.

https://linktr.ee/drilldownpod

Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. 

It’s business news for business people.

Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of Six Five Media and The Futurum Group, a leading global technology advisory, media and research firm. Six Five Media media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 1864 Drill Down Earnings: The very latest as Qualcomm (QCOM) reports fourth quarter earnings. A detailed look at the breaking earnings from Qualcomm (QCOM), with a look at the business story behind these earnings and some insight into the thinking of CEO Cristiano Amon. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 01 Feb 2024 01:50:00 -0000 full 2 6 Cory Johnson A detailed look at the breaking earnings from Qualcomm (QCOM), with a look at the business story behind these earnings and some insight into the thinking of CEO Cristiano Amon. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices A detailed look at the breaking earnings from Qualcomm (QCOM), with a look at the business story behind these earnings and some insight into the thinking of CEO Cristiano Amon.

https://linktr.ee/drilldownpod

The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 

The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 412 Drill Down Earnings: The very latest as Teradyne (TER) reports fourth quarter earnings. A detailed look at the breaking earnings from Teradyne (TER), with a look at the business story behind these earnings and we’ll hear from CEO Gary Smith. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 01 Feb 2024 01:46:00 -0000 full 2 5 Cory Johnson A detailed look at the breaking earnings from Teradyne (TER), with a look at the business story behind these earnings and we’ll hear from CEO Gary Smith. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices A detailed look at the breaking earnings from Teradyne (TER), with a look at the business story behind these earnings and we’ll hear from CEO Gary Smith.

https://linktr.ee/drilldownpod

The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 

The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 399 Drill Down Earnings: The very latest as Electronic Arts (EA) reports fourth quarter earnings. A detailed look at the breaking earnings from Electronic Arts (EA), with a look at the business story behind these earnings and some insight directly from CEO Andrew Wilson. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 31 Jan 2024 07:56:00 -0000 full 2 4 Cory Johnson A detailed look at the breaking earnings from Electronic Arts (EA), with a look at the business story behind these earnings and some insight directly from CEO Andrew Wilson. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices A detailed look at the breaking earnings from Electronic Arts (EA), with a look at the business story behind these earnings and some insight directly from CEO Andrew Wilson.

https://linktr.ee/drilldownpod

The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 

The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 437 Drill Down Earnings: The very latest as Microsoft (MSFT) reports second quarter fiscal 2024 earnings. A detailed look at the breaking earnings from Microsoft (MSFT), with a look at the business story behind these earnings and some insight from CEO Satya Nadella. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 31 Jan 2024 07:54:00 -0000 full 2 2 Cory Johnson A detailed look at the breaking earnings from Microsoft (MSFT), with a look at the business story behind these earnings and some insight from CEO Satya Nadella. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices A detailed look at the breaking earnings from Microsoft (MSFT), with a look at the business story behind these earnings and some insight from CEO Satya Nadella.

https://linktr.ee/drilldownpod

The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 

The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 488 Drill Down Earnings: The very latest as AMD (AMD) reports fourth quarter earnings. A detailed look at the breaking earnings from AMD (AMD), with a look at the business story behind these earnings and hear directly from CEO Lisa Su. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 31 Jan 2024 07:54:00 -0000 full 2 3 Cory Johnson A detailed look at the breaking earnings from AMD (AMD), with a look at the business story behind these earnings and hear directly from CEO Lisa Su. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices A detailed look at the breaking earnings from AMD (AMD), with a look at the business story behind these earnings and hear directly from CEO Lisa Su.

https://linktr.ee/drilldownpod


The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 


The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.



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

]]> 408 Drill Down Earnings: The very latest as Alphabet (GOOG) reports fourth quarter earnings. A detailed look at the breaking earnings from Alphabet (GOOG), with a look at the business story behind these earnings and we hear from CEO Sundar Pichai about the risk of artificial intelligence cannibalizing search. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 31 Jan 2024 06:40:00 -0000 full 2 1 Cory Johnson A detailed look at the breaking earnings from Alphabet (GOOG), with a look at the business story behind these earnings and we hear from CEO Sundar Pichai about the risk of artificial intelligence cannibalizing search. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices A detailed look at the breaking earnings from Alphabet (GOOG), with a look at the business story behind these earnings and we hear from CEO Sundar Pichai about the risk of artificial intelligence cannibalizing search.

https://linktr.ee/drilldownpod

The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. 

The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media’s platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 481 Ep. 238: Samsara CEO Sanjit Biswas, IBM, ServiceNow and ASML. Our big interview with Sanjit Biswas, the CEO of high-tech logistics master Samsara   (IOT). Also IBM –  what? – puts up another good year? ServiceNow (NOW) has your AI in box – and it’s making drugs! And ASML (ASML) signals a bottom to the semiconductor cycle.  https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 25 Jan 2024 06:51:00 -0000 full 1 238 Cory Johnson Our big interview with Sanjit Biswas, the CEO of high-tech logistics master Samsara   (IOT). Also IBM –  what? – puts up another good year? ServiceNow (NOW) has your AI in box – and it’s making drugs! And ASML (ASML) signals a bottom to the semiconductor cycle.  https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Our big interview with Sanjit Biswas, the CEO of high-tech logistics master Samsara   (IOT). Also IBM –  what? – puts up another good year? ServiceNow (NOW) has your AI in box – and it’s making drugs! And ASML (ASML) signals a bottom to the semiconductor cycle. 

https://linktr.ee/drilldownpod

Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. 

It’s business news for business people.

Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 1984 Ep. 237: Marqeta CEO Simon Khalaf, Affirm and insider buying at Highpeak Energy and Texas Pacific Land Corporation. Our big interview with Marqeta CEO Simon Khalaf (MQ) where he talks about life with a new Block/Square deal. Also insider buying at Highpeak Energy (HPK) and Texas Pacific Land Corporation (TPL) and Affirm (AFRM) insists that it won’t become a full-fledged bank. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 04 Jan 2024 21:22:00 -0000 full 1 237 Cory Johnson Our big interview with Marqeta CEO Simon Khalaf (MQ) where he talks about life with a new Block/Square deal. Also insider buying at Highpeak Energy (HPK) and Texas Pacific Land Corporation (TPL) and Affirm (AFRM) insists that it won’t become a full-fledged bank. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Our big interview with Marqeta CEO Simon Khalaf (MQ) where he talks about life with a new Block/Square deal. Also insider buying at Highpeak Energy (HPK) and Texas Pacific Land Corporation (TPL) and Affirm (AFRM) insists that it won’t become a full-fledged bank.

https://linktr.ee/drilldownpod

Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. 

It’s business news for business people.

Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 1978 Ep. 236: Travel + Leisure CEO Mike Brown, Bristol-Myers Squibb, Winnebago Industries and Micron. Our big interview with timeshare  Travel + Leisure CEO Mike Brown (TNL). Also Bristol-Myers Squibb (BMY) spends $14 billion to attack schizophrenia and, quietly, Alzheimer's, Winnebago Industries (WGO) makes a turn with interest rates falling, and semiconductor powerhouse Micron (MU) shows a soft spot in short term results, but the long term looks very different. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 22 Dec 2023 23:06:00 -0000 full 1 236 Cory Johnson Our big interview with timeshare  Travel + Leisure CEO Mike Brown (TNL). Also Bristol-Myers Squibb (BMY) spends $14 billion to attack schizophrenia and, quietly, Alzheimer's, Winnebago Industries (WGO) makes a turn with interest rates falling, and semiconductor powerhouse Micron (MU) shows a soft spot in short term results, but the long term looks very different. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Our big interview with timeshare  Travel + Leisure CEO Mike Brown (TNL). Also

Bristol-Myers Squibb (BMY) spends $14 billion to attack schizophrenia and, quietly, Alzheimer's, Winnebago Industries (WGO) makes a turn with interest rates falling, and semiconductor powerhouse Micron (MU) shows a soft spot in short term results, but the long term looks very different.

https://linktr.ee/drilldownpod

Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. 

It’s business news for business people.

Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 2154 Ep. 235: IonQ CEO Peter Chapman, iRhythm technologies, Johnson Controls International and Adobe. The future of quantum computing with IonQ CEO Peter Chapman (IonQ). Also iRhythm technologies (IRTC) still waiting for the FDA – and profits. Johnson Controls International (JCI) is the Nvidia of HVAC and what wink-wink-nudge-nudge of Adobe (ADBE) guidance. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 14 Dec 2023 00:54:00 -0000 full 1 235 Cory Johnson The future of quantum computing with IonQ CEO Peter Chapman (IonQ). Also iRhythm technologies (IRTC) still waiting for the FDA – and profits. Johnson Controls International (JCI) is the Nvidia of HVAC and what wink-wink-nudge-nudge of Adobe (ADBE) guidance. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices The future of quantum computing with IonQ CEO Peter Chapman (IonQ). Also

iRhythm technologies (IRTC) still waiting for the FDA – and profits. Johnson Controls International (JCI) is the Nvidia of HVAC and what wink-wink-nudge-nudge of Adobe (ADBE) guidance.

https://linktr.ee/drilldownpod

Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. 

It’s business news for business people.

Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 2409 Artificial Intelligence Data Management with VAST Data CEO Renen Hallak - Drill Down Insider Ep. One: Drilling Down to understand the fascinating world of Artificial Intelligence Data Management with VAST Data CEO Renen Hallak Futurum’s The Drill Down Insider with Cory Johnson offers a regular inside look at the technology that is changing the world of business with the insiders creating that technology. It’s business news for business people. The Drill Down Insider is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 07 Dec 2023 16:00:00 -0000 bonus Cory Johnson Drilling Down to understand the fascinating world of Artificial Intelligence Data Management with VAST Data CEO Renen Hallak Futurum’s The Drill Down Insider with Cory Johnson offers a regular inside look at the technology that is changing the world of business with the insiders creating that technology. It’s business news for business people. The Drill Down Insider is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Drilling Down to understand the fascinating world of Artificial Intelligence Data Management with VAST Data CEO Renen Hallak

Futurum’s The Drill Down Insider with Cory Johnson offers a regular inside look at the technology that is changing the world of business with the insiders creating that technology.

It’s business news for business people.

The Drill Down Insider is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 1454 Ep. 234: Ethan Allen CEO Farooq Kathwari, SentinelOne, MongoDB and J.M. Smucker. Our big interview with Ethan Allen CEO Farooq Kathwari (ETD) on his tech-focused strategy of reshoring and local manufacturing. Also SentinelOne (S) says hackers are sharpening their malicious tools with AI. And will MongoDB (MDB) margins hold? And J.M. Smucker (SJM) says the Hostess merger is nothing but tasty! https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 07 Dec 2023 03:01:00 -0000 full 1 234 Cory Johnson Our big interview with Ethan Allen CEO Farooq Kathwari (ETD) on his tech-focused strategy of reshoring and local manufacturing. Also SentinelOne (S) says hackers are sharpening their malicious tools with AI. And will MongoDB (MDB) margins hold? And J.M. Smucker (SJM) says the Hostess merger is nothing but tasty! https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Our big interview with Ethan Allen CEO Farooq Kathwari (ETD) on his tech-focused strategy of reshoring and local manufacturing. Also SentinelOne (S) says hackers are sharpening their malicious tools with AI. And will MongoDB (MDB) margins hold? And J.M. Smucker (SJM) says the Hostess merger is nothing but tasty!

https://linktr.ee/drilldownpod

Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. 

It’s business news for business people.

Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 1933 Ep. 233: Blink Charging CEO Brendan Jones, Crocs, Synopsys and Workday. Are electric cars losing their charge? Our big interview with Blink Charging CEO Brendan Jones (BLNK). Also Crocs (CROX) kicks off HeyDude expectations and the stock surges, Synopsys (SNPS) smart plan to expand its Artificial Intelligence semiconductor business and Workday (WDAY) says AI will close deals faster – now! https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 30 Nov 2023 02:39:00 -0000 full 1 233 Cory Johnson Are electric cars losing their charge? Our big interview with Blink Charging CEO Brendan Jones (BLNK). Also Crocs (CROX) kicks off HeyDude expectations and the stock surges, Synopsys (SNPS) smart plan to expand its Artificial Intelligence semiconductor business and Workday (WDAY) says AI will close deals faster – now! https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Are electric cars losing their charge? Our big interview with Blink Charging CEO Brendan Jones (BLNK). Also Crocs (CROX) kicks off HeyDude expectations and the stock surges, Synopsys (SNPS) smart plan to expand its Artificial Intelligence semiconductor business and Workday (WDAY) says AI will close deals faster – now!

https://linktr.ee/drilldownpod

Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. 

It’s business news for business people.

Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 2169 Ep. 232: AvePoint CEO T.J. Jiang, Beauty Health, Paycor HCM and Amdocs. An interview with AvePoint CEO T.J. Jiang (AVPT) a company getting data ready for artificial intelligence. Also Beauty Health (SKIN) maker of the HydraFacial springs a leak, Paycor HCM (PYCR) sees sales growth slowdown, and Amdocs (DOX) brings generative AI to telcos, with the help of Nvidia (NVDA). https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Brought to you by: Braintrust, a global talent network that matches highly skilled technical freelancers with the world's most reputable brands. Braintrust has helped clients like Bank of America, Goldman Sachs, Porsche, Under Armour and more build agile tech teams fast, at a fraction of the cost.  Braintrust.com/drilldown Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 16 Nov 2023 01:29:00 -0000 full 1 232 Cory Johnson An interview with AvePoint CEO T.J. Jiang (AVPT) a company getting data ready for artificial intelligence. Also Beauty Health (SKIN) maker of the HydraFacial springs a leak, Paycor HCM (PYCR) sees sales growth slowdown, and Amdocs (DOX) brings generative AI to telcos, with the help of Nvidia (NVDA). https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Brought to you by: Braintrust, a global talent network that matches highly skilled technical freelancers with the world's most reputable brands. Braintrust has helped clients like Bank of America, Goldman Sachs, Porsche, Under Armour and more build agile tech teams fast, at a fraction of the cost.  Braintrust.com/drilldown Learn more about your ad choices. Visit megaphone.fm/adchoices An interview with AvePoint CEO T.J. Jiang (AVPT) a company getting data ready for artificial intelligence. Also Beauty Health (SKIN) maker of the HydraFacial springs a leak, Paycor HCM (PYCR) sees sales growth slowdown, and Amdocs (DOX) brings generative AI to telcos, with the help of Nvidia (NVDA).

https://linktr.ee/drilldownpod

Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. 

It’s business news for business people.

Every episode of The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

Brought to you by:

Braintrust, a global talent network that matches highly skilled technical freelancers with the world's most reputable brands. Braintrust has helped clients like Bank of America, Goldman Sachs, Porsche, Under Armour and more build agile tech teams fast, at a fraction of the cost. 

Braintrust.com/drilldown

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

]]> 2159 Ep. 231: Avadel Pharmaceuticals CEO Greg Divis, Clear Secure, NXP Semiconductor and Softbank Corporation. Our big interview with Avadel Pharmaceuticals CEO Greg Divis (AVDL), who explains why Lumryz, a narcolepsy drug that could cost over $200,000 annually, could be a billion dollar a year business. Also biometric security provider Clear Secure (YOU) sees big growth, chips for auto sector are a problem, but not for NXP Semiconductor (NXPI) and Softbank Corporation (SFTBY) takes it on the chin with a multi-billion yen WeWork loss, but are mobile trends a bigger problem? Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 10 Nov 2023 03:20:23 -0000 full 1 231 Cory Johnson Our big interview with Avadel Pharmaceuticals CEO Greg Divis (AVDL), who explains why Lumryz, a narcolepsy drug that could cost over $200,000 annually, could be a billion dollar a year business. Also biometric security provider Clear Secure (YOU) sees big growth, chips for auto sector are a problem, but not for NXP Semiconductor (NXPI) and Softbank Corporation (SFTBY) takes it on the chin with a multi-billion yen WeWork loss, but are mobile trends a bigger problem? Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices Our big interview with Avadel Pharmaceuticals CEO Greg Divis (AVDL), who explains why Lumryz, a narcolepsy drug that could cost over $200,000 annually, could be a billion dollar a year business. Also biometric security provider Clear Secure (YOU) sees big growth, chips for auto sector are a problem, but not for NXP Semiconductor (NXPI) and Softbank Corporation (SFTBY) takes it on the chin with a multi-billion yen WeWork loss, but are mobile trends a bigger problem?

Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. 

It’s business news for business people.

Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.

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

]]> 2170 Ep. 230: Mattr CEO Michael Reeves, Apple, Caesars Entertainment and The Bancorp Our big interview with Mattr CEO Michael Reeves (MATR/SAWLF). Also what Apple (AAPL) isn’t telling us about its “scary fast” chips, Caesars Entertainment (CZR) looks beyond Vegas, and The Bancorp (TBBK) – is it just a bank? The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 03 Nov 2023 07:48:06 -0000 full 1 230 Cory Johnson Our big interview with Mattr CEO Michael Reeves (MATR/SAWLF). Also what Apple (AAPL) isn’t telling us about its “scary fast” chips, Caesars Entertainment (CZR) looks beyond Vegas, and The Bancorp (TBBK) – is it just a bank? The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Our big interview with Mattr CEO Michael Reeves (MATR/SAWLF). Also what Apple (AAPL) isn’t telling us about its “scary fast” chips, Caesars Entertainment (CZR) looks beyond Vegas, and The Bancorp (TBBK) – is it just a bank?

The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.

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

]]> 2384 Ep. 229: Hewlett Packard Enterprise CEO Antonio Neri, Li-Cycle, Align Technology and Microsoft Our big interview with Hewlett Packard Enterprise CEO Antonio Neri (HPE). Also Li-Cycle (LICY) shuts it down in Rochester – what’s the story? And Align Technology (ALGN), maker of Invisalign, says more crooked teeth are a thing of the future, and Microsoft (MSFT) explains how building the Azure cloud taught it how to profit from Artificial Intelligence. Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 30 Oct 2023 12:00:00 -0000 full 1 229 Cory Johnson Our big interview with Hewlett Packard Enterprise CEO Antonio Neri (HPE). Also Li-Cycle (LICY) shuts it down in Rochester – what’s the story? And Align Technology (ALGN), maker of Invisalign, says more crooked teeth are a thing of the future, and Microsoft (MSFT) explains how building the Azure cloud taught it how to profit from Artificial Intelligence. Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Our big interview with Hewlett Packard Enterprise CEO Antonio Neri (HPE). Also Li-Cycle (LICY) shuts it down in Rochester – what’s the story? And Align Technology (ALGN), maker of Invisalign, says more crooked teeth are a thing of the future, and Microsoft (MSFT) explains how building the Azure cloud taught it how to profit from Artificial Intelligence.

Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.

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

]]> 2165 Ep. 228: Trex CEO Bryan Fairbanks, Badger Meter, Coursera and SAP Our big interview with Trex CEO Bryan Fairbanks (TREX). Also Badger Meter (BMI) benefits from smart water – yes, that’s a thing – could Coursera (COUR) be an AI casualty, and SAP (SAP) sees a big uptick in the cloud. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 20 Oct 2023 17:14:43 -0000 full 1 228 Cory Johnson Our big interview with Trex CEO Bryan Fairbanks (TREX). Also Badger Meter (BMI) benefits from smart water – yes, that’s a thing – could Coursera (COUR) be an AI casualty, and SAP (SAP) sees a big uptick in the cloud. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Our big interview with Trex CEO Bryan Fairbanks (TREX). Also Badger Meter (BMI) benefits from smart water – yes, that’s a thing – could Coursera (COUR) be an AI casualty, and SAP (SAP) sees a big uptick in the cloud.

The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.

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

]]> 1945 Ep. 227: PagerDuty CEO Jenn Tejada, Groupon, Duckhorn Portfolio and Adobe Our big interview with PagerDuty CEO Jenn Tejada (PD) as the digital operations management company wrestles with a slowdown in tech spending.  Also Groupon (GRPN) continues to trip on its discount shoelaces, Duckhorn Portfolio (NAPA) sees a big turnaround in the luxury wine business, and Adobe (ADBE) launches some truly impressive Artificial Intelligence apps. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 17 Oct 2023 20:54:31 -0000 full 1 227 Cory Johnson Our big interview with PagerDuty CEO Jenn Tejada (PD) as the digital operations management company wrestles with a slowdown in tech spending.  Also Groupon (GRPN) continues to trip on its discount shoelaces, Duckhorn Portfolio (NAPA) sees a big turnaround in the luxury wine business, and Adobe (ADBE) launches some truly impressive Artificial Intelligence apps. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Our big interview with PagerDuty CEO Jenn Tejada (PD) as the digital operations management company wrestles with a slowdown in tech spending.  Also Groupon (GRPN) continues to trip on its discount shoelaces, Duckhorn Portfolio (NAPA) sees a big turnaround in the luxury wine business, and Adobe (ADBE) launches some truly impressive Artificial Intelligence apps.

The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.

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

]]> 2397 Ep. 226: Wix CEO Avishai Abrahami, Carmax, Blackberry and SunRun Our big interview with Wix founder and CEO Avishai Abrahami (WIX). Also Carmax (KMX) can’t deliver, Blackberry (BB) strangely expects government and auto business to re-materialize, and SunRun (RUN) battles against a California solar slowdown. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 04 Oct 2023 07:49:00 -0000 full 226 Cory Johnson Our big interview with Wix founder and CEO Avishai Abrahami (WIX). Also Carmax (KMX) can’t deliver, Blackberry (BB) strangely expects government and auto business to re-materialize, and SunRun (RUN) battles against a California solar slowdown. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Our big interview with Wix founder and CEO Avishai Abrahami (WIX). Also Carmax (KMX) can’t deliver, Blackberry (BB) strangely expects government and auto business to re-materialize, and SunRun (RUN) battles against a California solar slowdown.

The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.

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

]]> 1907 Box CEO Aaron Levie, Carnival, Costco Wholesale and Micron Technology Our big interview with Box CEO Aaron Levie (Box). Also Carnival (CCL) cruises on, Costco Wholesale (COST) refuses to raise prices, and Micron Technology (MU) uses up practically all the concrete in Idaho. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 29 Sep 2023 00:10:59 -0000 full 1 225 Cory Johnson Our big interview with Box CEO Aaron Levie (Box). Also Carnival (CCL) cruises on, Costco Wholesale (COST) refuses to raise prices, and Micron Technology (MU) uses up practically all the concrete in Idaho. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Our big interview with Box CEO Aaron Levie (Box). Also Carnival (CCL) cruises on, Costco Wholesale (COST) refuses to raise prices, and Micron Technology (MU) uses up practically all the concrete in Idaho.

The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.

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

]]> 2001 no Ep. 224: Informatica CEO Amit Walia, Netflix, Steelcase and Autozone Artificial intelligence boosts the data information demands at Informatica, with CEO Amit Walia (INFA). Also new information suggests Netflix (NFLX) is having troubles with its new platform. A return to the office boosts Steelcase (SCS) – and they say offices themselves are changing. And Autozone (AZO) says inflation is one the way out, but do it yourselfers are back! The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 22 Sep 2023 07:32:25 -0000 full 1 224 Cory Johnson Artificial intelligence boosts the data information demands at Informatica, with CEO Amit Walia (INFA). Also new information suggests Netflix (NFLX) is having troubles with its new platform. A return to the office boosts Steelcase (SCS) – and they say offices themselves are changing. And Autozone (AZO) says inflation is one the way out, but do it yourselfers are back! The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Artificial intelligence boosts the data information demands at Informatica, with CEO Amit Walia (INFA). Also new information suggests Netflix (NFLX) is having troubles with its new platform. A return to the office boosts Steelcase (SCS) – and they say offices themselves are changing. And Autozone (AZO) says inflation is one the way out, but do it yourselfers are back!

The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.

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

]]> 1957 Ep. 223: Genco Shipping and Trading CEO John Wobensmith, Oracle, Smith & Wesson Brands and RH Our big interview with Genco Shipping and Trading CEO John Wobensmith (GNK). Also is Oracle’s (ORCL) slowing growth mean a slowdown in AI? Smith & Wesson Brands (SWBI) outpaces weak gun sales and the RH (RH) CEO opines on the macro economy. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 14 Sep 2023 02:56:20 -0000 full 1 223 Cory Johnson Our big interview with Genco Shipping and Trading CEO John Wobensmith (GNK). Also is Oracle’s (ORCL) slowing growth mean a slowdown in AI? Smith & Wesson Brands (SWBI) outpaces weak gun sales and the RH (RH) CEO opines on the macro economy. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Our big interview with Genco Shipping and Trading CEO John Wobensmith (GNK). Also is Oracle’s (ORCL) slowing growth mean a slowdown in AI? Smith & Wesson Brands (SWBI) outpaces weak gun sales and the RH (RH) CEO opines on the macro economy.

The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.

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

]]> 2320 Ep. 222: Controversial Allegro Microsystems CEO Vineet Nargolwala, EOG Resources, Advanced Microdevices and Gitlab Our big interview with that target of short sellers Allegro Microsystems CEO Vineet Nargolwala (ALGM). Also EOG Resources’ (EOG) surprising clean energy plans, Advanced Microdevices (AMD) gives a rare real-time business update and Gitlab (GTLB) enters the artificial intelligence arms race, targeting software developers. The Drill Down with Cory Johnson and Shivaune Field offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 07 Sep 2023 02:02:45 -0000 full 1 222 Cory Johnson Our big interview with that target of short sellers Allegro Microsystems CEO Vineet Nargolwala (ALGM). Also EOG Resources’ (EOG) surprising clean energy plans, Advanced Microdevices (AMD) gives a rare real-time business update and Gitlab (GTLB) enters the artificial intelligence arms race, targeting software developers. The Drill Down with Cory Johnson and Shivaune Field offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Our big interview with that target of short sellers Allegro Microsystems CEO Vineet Nargolwala (ALGM). Also EOG Resources’ (EOG) surprising clean energy plans, Advanced Microdevices (AMD) gives a rare real-time business update and Gitlab (GTLB) enters the artificial intelligence arms race, targeting software developers.

The Drill Down with Cory Johnson and Shivaune Field offers a weekly look at the business stories behind stocks on the move.

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

]]> 2590 Ep. 221: Walkme CEO Dan Adika, Hewlett Packard Enterprise, DigitalOcean and Box Walkme CEO Dan Adika (WKME) from Tel Aviv. He has the preposterous, but kinda believable story, that the key to software bloat is one more piece of software, Walkme’s software. Also Hewlett Packard Enterprise (HPE) is seeing its profitable networking software Aruba drive company results. Box (BOX) hints that artificial intelligence is about to turn around disappointing results. And DigitalOcean (DOCN) sees its CEO head for the exits – right behind its customers The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 31 Aug 2023 03:54:44 -0000 full 1 221 Cory Johnson Walkme CEO Dan Adika (WKME) from Tel Aviv. He has the preposterous, but kinda believable story, that the key to software bloat is one more piece of software, Walkme’s software. Also Hewlett Packard Enterprise (HPE) is seeing its profitable networking software Aruba drive company results. Box (BOX) hints that artificial intelligence is about to turn around disappointing results. And DigitalOcean (DOCN) sees its CEO head for the exits – right behind its customers The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Walkme CEO Dan Adika (WKME) from Tel Aviv. He has the preposterous, but kinda believable story, that the key to software bloat is one more piece of software, Walkme’s software. Also Hewlett Packard Enterprise (HPE) is seeing its profitable networking software Aruba drive company results. Box (BOX) hints that artificial intelligence is about to turn around disappointing results. And DigitalOcean (DOCN) sees its CEO head for the exits – right behind its customers

The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.

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

]]> 2436 Ep. 220: VSE Corporation CEO John Cuomo, Paycor HCM, Macy's and Lovesac A payroll processor hits the wall, Macy's customers choking on credit card debt and accounting shenanigans at Lovesac. Plus our exclusive interview – a return! – VSE Corp. CEO John Cuomo. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 24 Aug 2023 16:55:50 -0000 full 1 220 Cory Johnson A payroll processor hits the wall, Macy's customers choking on credit card debt and accounting shenanigans at Lovesac. Plus our exclusive interview – a return! – VSE Corp. CEO John Cuomo. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices A payroll processor hits the wall, Macy's customers choking on credit card debt and accounting shenanigans at Lovesac. Plus our exclusive interview – a return! – VSE Corp. CEO John Cuomo.


The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.

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

]]> 1964 Ep. 219: FREYR CEO Tom Einer Jensen, Tencent, Agilon Health and Fluence Energy Did TenCent (TCEHY) just tell us that China’s real estate woes are nothing to worry about? Agilon (AGL) Health’s medical practice struggles with Medicare patients. And a deep dive into two battery wannabes, reseller Fluence (FLNC) and Norwegian battery maker FREYR in our exclusive interview with Tom Einer Jensen. One billion market cap and no revenues? Yep. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 16 Aug 2023 20:17:59 -0000 full 1 219 Cory Johnson Did TenCent (TCEHY) just tell us that China’s real estate woes are nothing to worry about? Agilon (AGL) Health’s medical practice struggles with Medicare patients. And a deep dive into two battery wannabes, reseller Fluence (FLNC) and Norwegian battery maker FREYR in our exclusive interview with Tom Einer Jensen. One billion market cap and no revenues? Yep. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Did TenCent (TCEHY) just tell us that China’s real estate woes are nothing to worry about? Agilon (AGL) Health’s medical practice struggles with Medicare patients. And a deep dive into two battery wannabes, reseller Fluence (FLNC) and Norwegian battery maker FREYR in our exclusive interview with Tom Einer Jensen. One billion market cap and no revenues? Yep.

The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.

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]]> 963 Ep. 218: Simpson Manufacturing CEO Mike Olosky, CEO of Simpson Manufacturing (SSD), Fisker, Array Technologies and Digital Ocean. Is Fisker (FSR) left as road kill in the electric car race? Why is solar maker Array Technologies (ARRY) seeing its share price soar while cutting growth estimates? And Digital Ocean (DOCN) can’t seem to find the bottom of a turbulent sea of slowing demand. Don't miss our exclusive interview with Mike Olosky, CEO of Simpson Manufacturing (SSD), as he unveils the secret high-tech backbone of today’s construction market. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 11 Aug 2023 06:24:11 -0000 full 1 217 Cory Johnson Is Fisker (FSR) left as road kill in the electric car race? Why is solar maker Array Technologies (ARRY) seeing its share price soar while cutting growth estimates? And Digital Ocean (DOCN) can’t seem to find the bottom of a turbulent sea of slowing demand. Don't miss our exclusive interview with Mike Olosky, CEO of Simpson Manufacturing (SSD), as he unveils the secret high-tech backbone of today’s construction market. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Is Fisker (FSR) left as road kill in the electric car race? Why is solar maker Array Technologies (ARRY) seeing its share price soar while cutting growth estimates? And Digital Ocean (DOCN) can’t seem to find the bottom of a turbulent sea of slowing demand. Don't miss our exclusive interview with Mike Olosky, CEO of Simpson Manufacturing (SSD), as he unveils the secret high-tech backbone of today’s construction market. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.

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]]> 1770 Ep. 216: Vericel Corporation CEO Nick Colangelo, Teladoc Health, Alphabet, Texas Instruments Vericel Corporation CEO Nick Colangelo (VCEL) tells us about his company’s new cell-therapy that is changing the way we treat joint injuries and restore damaged skin tissue (intv. recorded June 7, 2023). How telemedicine pioneer Teladoc Health (TDOC) is turning its business around… at least for the time being. Alphabet (GOOGL) shows how AI can boost a company’s bottom line. Why Texas Instruments (TXN) can’t seem to figure out its inventory challenges. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 07 Aug 2023 22:57:30 -0000 full 1 216 Cory Johnson Vericel Corporation CEO Nick Colangelo (VCEL) tells us about his company’s new cell-therapy that is changing the way we treat joint injuries and restore damaged skin tissue (intv. recorded June 7, 2023). How telemedicine pioneer Teladoc Health (TDOC) is turning its business around… at least for the time being. Alphabet (GOOGL) shows how AI can boost a company’s bottom line. Why Texas Instruments (TXN) can’t seem to figure out its inventory challenges. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Vericel Corporation CEO Nick Colangelo (VCEL) tells us about his company’s new cell-therapy that is changing the way we treat joint injuries and restore damaged skin tissue (intv. recorded June 7, 2023). How telemedicine pioneer Teladoc Health (TDOC) is turning its business around… at least for the time being. Alphabet (GOOGL) shows how AI can boost a company’s bottom line. Why Texas Instruments (TXN) can’t seem to figure out its inventory challenges. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2310 Ep. 217: Elastic CEO Ashutosh Kulkarni, Advanced Micro Device, Uber Technologies, Molson Coors Beverage Co. Elastic CEO Ashutosh Kulkarni (ESTC) explains how his cloud software company is mastering the search business. Advanced Micro Devices (AMD) focus beyond its weird quarter and how artificial intelligence will influence the semiconductor industry. How Uber Technologies (UBER) finally turned a profit. Molson Coors Beverage Co. (TAP) realizes more people are starting to prefer higher end beer. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 02 Aug 2023 16:47:53 -0000 full 1 217 Cory Johnson Elastic CEO Ashutosh Kulkarni (ESTC) explains how his cloud software company is mastering the search business. Advanced Micro Devices (AMD) focus beyond its weird quarter and how artificial intelligence will influence the semiconductor industry. How Uber Technologies (UBER) finally turned a profit. Molson Coors Beverage Co. (TAP) realizes more people are starting to prefer higher end beer. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Elastic CEO Ashutosh Kulkarni (ESTC) explains how his cloud software company is mastering the search business. Advanced Micro Devices (AMD) focus beyond its weird quarter and how artificial intelligence will influence the semiconductor industry. How Uber Technologies (UBER) finally turned a profit. Molson Coors Beverage Co. (TAP) realizes more people are starting to prefer higher end beer. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2302 Ep. 215: Meritage Homes CEO Phillippe Lord, J B Hunt Transport Services, Prologis, Colombier Acquisition Corp Discover why new construction is suddenly the dominant force in the housing market with Meritage Homes ($MTH) CEO Phillippe Lord. J B Hunt Transport Services ($JBHT) embraces cutting-edge technology in trains and trucking. Prologis ($PLD) the biggest warehouse landlord in the world sees a time machine. And anti-woke e-commerce company Colombier Acquisition Corp ($CLBR) and PublicSq. ($PSQH) leads us to wonder: what would Jesus do? The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 20 Jul 2023 01:14:00 -0000 full 1 215 Cory Johnson Discover why new construction is suddenly the dominant force in the housing market with Meritage Homes ($MTH) CEO Phillippe Lord. J B Hunt Transport Services ($JBHT) embraces cutting-edge technology in trains and trucking. Prologis ($PLD) the biggest warehouse landlord in the world sees a time machine. And anti-woke e-commerce company Colombier Acquisition Corp ($CLBR) and PublicSq. ($PSQH) leads us to wonder: what would Jesus do? The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Discover why new construction is suddenly the dominant force in the housing market with Meritage Homes ($MTH) CEO Phillippe Lord. J B Hunt Transport Services ($JBHT) embraces cutting-edge technology in trains and trucking. Prologis ($PLD) the biggest warehouse landlord in the world sees a time machine. And anti-woke e-commerce company Colombier Acquisition Corp ($CLBR) and PublicSq. ($PSQH) leads us to wonder: what would Jesus do? The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.

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]]> 2463 Ep. 214: Li-Cycle CEO Ajay Kochhar, Recursion Pharmaceuticals, Constellation Brands, Paychex Li-Cycle CEO Ajay Kochhar (LICY) explains how he helped invent a new way to recycle lithium-ion batteries while firing back at skeptical analysts and short-sellers. Recursion Pharmaceuticals (RXRX) deploys artificial intelligence with the help of Nvidia (NVDA). Constellation Brands (STZ) explains why Modelo is winning as consumers shift to more expensive alcohol. Paychex (PAYX) delves into the plight of small business, profitably. And LOTS more from Rochester, New York! The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 12 Jul 2023 19:46:00 -0000 full 1 214 Cory Johnson Li-Cycle CEO Ajay Kochhar (LICY) explains how he helped invent a new way to recycle lithium-ion batteries while firing back at skeptical analysts and short-sellers. Recursion Pharmaceuticals (RXRX) deploys artificial intelligence with the help of Nvidia (NVDA). Constellation Brands (STZ) explains why Modelo is winning as consumers shift to more expensive alcohol. Paychex (PAYX) delves into the plight of small business, profitably. And LOTS more from Rochester, New York! The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Li-Cycle CEO Ajay Kochhar (LICY) explains how he helped invent a new way to recycle lithium-ion batteries while firing back at skeptical analysts and short-sellers. Recursion Pharmaceuticals (RXRX) deploys artificial intelligence with the help of Nvidia (NVDA). Constellation Brands (STZ) explains why Modelo is winning as consumers shift to more expensive alcohol. Paychex (PAYX) delves into the plight of small business, profitably. And LOTS more from Rochester, New York! The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2902 Ep. 213: Mr. Cooper Group CEO Jay Bray, Rivian, Wolfspeed, Greenbrier Companies Mortgage services provider Mr. Cooper Group CEO Jay Bray (COOP) gives us his assessment of the health of the U.S. economy and tells us how his company is pushing the industry to evolve. Electric vehicle maker Rivian (RIVN) gets more of a lifeline from Amazon while wooing drivers with possible new offerings. Wolfspeed (WOLF) aims to prove short-sellers wrong with a new approach to semiconductors. Greenbrier Companies (GBX) capitalizes on demand for railroad cars.  The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 06 Jul 2023 01:11:08 -0000 full 1 213 Cory Johnson Mortgage services provider Mr. Cooper Group CEO Jay Bray (COOP) gives us his assessment of the health of the U.S. economy and tells us how his company is pushing the industry to evolve. Electric vehicle maker Rivian (RIVN) gets more of a lifeline from Amazon while wooing drivers with possible new offerings. Wolfspeed (WOLF) aims to prove short-sellers wrong with a new approach to semiconductors. Greenbrier Companies (GBX) capitalizes on demand for railroad cars.  The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Mortgage services provider Mr. Cooper Group CEO Jay Bray (COOP) gives us his assessment of the health of the U.S. economy and tells us how his company is pushing the industry to evolve. Electric vehicle maker Rivian (RIVN) gets more of a lifeline from Amazon while wooing drivers with possible new offerings. Wolfspeed (WOLF) aims to prove short-sellers wrong with a new approach to semiconductors. Greenbrier Companies (GBX) capitalizes on demand for railroad cars.  The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2307 Ep. 212: Compass Diversified CEO Elias Sabo, AeroVironment, Oshkosh Compass Diversified CEO Elias Sabo (CODI) tells us how he’s using the private equity model as a public company and spin off a ton of IPOs. How defense contractor AeroVironment (AVAV) is using Russia’s invasion of Ukraine to show off what it can do. What’s next for Oshkosh (OSK) as it loses out on a major army contract. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 29 Jun 2023 10:38:37 -0000 full 1 212 Cory Johnson Compass Diversified CEO Elias Sabo (CODI) tells us how he’s using the private equity model as a public company and spin off a ton of IPOs. How defense contractor AeroVironment (AVAV) is using Russia’s invasion of Ukraine to show off what it can do. What’s next for Oshkosh (OSK) as it loses out on a major army contract. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Compass Diversified CEO Elias Sabo (CODI) tells us how he’s using the private equity model as a public company and spin off a ton of IPOs. How defense contractor AeroVironment (AVAV) is using Russia’s invasion of Ukraine to show off what it can do. What’s next for Oshkosh (OSK) as it loses out on a major army contract. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2113 Ep. 211: Trimble CEO Rob Painter, Adobe, Kroger, Lennar How industrial technology company Trimble CEO Rob Painter (TRMB) is taking big innovative swings in artificial intelligence and the metaverse. What do we really know about Adobe’s (ADBE) generative AI initiative? Is Kroger’s (KR) inflation managing strategy hurting lower income customers? Why won’t home builder Lennar (LEN) talk about artificial intelligence? The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 21 Jun 2023 20:00:00 -0000 full 1 211 Cory Johnson How industrial technology company Trimble CEO Rob Painter (TRMB) is taking big innovative swings in artificial intelligence and the metaverse. What do we really know about Adobe’s (ADBE) generative AI initiative? Is Kroger’s (KR) inflation managing strategy hurting lower income customers? Why won’t home builder Lennar (LEN) talk about artificial intelligence? The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How industrial technology company Trimble CEO Rob Painter (TRMB) is taking big innovative swings in artificial intelligence and the metaverse. What do we really know about Adobe’s (ADBE) generative AI initiative? Is Kroger’s (KR) inflation managing strategy hurting lower income customers? Why won’t home builder Lennar (LEN) talk about artificial intelligence? The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2217 Ep. 210: Fortuna Silver CEO Jorge Ganoza, Logitech International, Unity Software, Oracle Gold and silver miner Fortuna Silver CEO Jorge Ganoza (FSM) gives us details on the company’s new production and growing customer base. Logitech International (LOGI) grapples with the sudden departure of its CEO. Unity Software (U) leans on artificial intelligence to boost its advertising business and develop deeper relationships with developers. How Oracle (ORCL) is capitalizing on generative artificial intelligence to expand its cloud business. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 14 Jun 2023 21:46:44 -0000 full 1 210 Cory Johnson Gold and silver miner Fortuna Silver CEO Jorge Ganoza (FSM) gives us details on the company’s new production and growing customer base. Logitech International (LOGI) grapples with the sudden departure of its CEO. Unity Software (U) leans on artificial intelligence to boost its advertising business and develop deeper relationships with developers. How Oracle (ORCL) is capitalizing on generative artificial intelligence to expand its cloud business. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Gold and silver miner Fortuna Silver CEO Jorge Ganoza (FSM) gives us details on the company’s new production and growing customer base. Logitech International (LOGI) grapples with the sudden departure of its CEO. Unity Software (U) leans on artificial intelligence to boost its advertising business and develop deeper relationships with developers. How Oracle (ORCL) is capitalizing on generative artificial intelligence to expand its cloud business. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2027 Ep. 209: Ardmore Shipping CEO Anthony Gurnee, Yext, Vera Bradley, Ciena Corporation Ardmore Shipping CEO Anthony Gurnee (ASC) explains how he’s shaped his company into a heavy hitter in the marine shipping industry.  How Yext (YEXT) is capitalizing on the current interest in artificial intelligence. How lower freight expenses and cost-cutting initiatives made a huge difference at niche-retailer Vera Bradley (VRA). Ciena Corporation (CIEN) gives us an inside look at what’s really going on in the computer networking industry. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 07 Jun 2023 20:47:32 -0000 full 1 209 Cory Johnson Ardmore Shipping CEO Anthony Gurnee (ASC) explains how he’s shaped his company into a heavy hitter in the marine shipping industry.  How Yext (YEXT) is capitalizing on the current interest in artificial intelligence. How lower freight expenses and cost-cutting initiatives made a huge difference at niche-retailer Vera Bradley (VRA). Ciena Corporation (CIEN) gives us an inside look at what’s really going on in the computer networking industry. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Ardmore Shipping CEO Anthony Gurnee (ASC) explains how he’s shaped his company into a heavy hitter in the marine shipping industry.  How Yext (YEXT) is capitalizing on the current interest in artificial intelligence. How lower freight expenses and cost-cutting initiatives made a huge difference at niche-retailer Vera Bradley (VRA). Ciena Corporation (CIEN) gives us an inside look at what’s really going on in the computer networking industry. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2222 Ep. 208: Whitestone REIT CEO Dave Holeman, Hovnanian Enterprises, Sportsman’s Warehouse, Advance Auto Parts Whitestone REIT CEO Dave Holeman (WSR) makes the case that strip malls are good business… at least the retail centers his company owns. Can Hovnanian Enterprises’ (HOV) build-to-rent business save homebuilders from rising rates? Sportsman’s Warehouse (SPWH) discovers that the ammunition business isn’t what it used to be. Why Advance Auto Parts (AAP) is struggling more than its competitors.  The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 01 Jun 2023 01:28:38 -0000 full 1 208 Cory Johnson Whitestone REIT CEO Dave Holeman (WSR) makes the case that strip malls are good business… at least the retail centers his company owns. Can Hovnanian Enterprises’ (HOV) build-to-rent business save homebuilders from rising rates? Sportsman’s Warehouse (SPWH) discovers that the ammunition business isn’t what it used to be. Why Advance Auto Parts (AAP) is struggling more than its competitors.  The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Whitestone REIT CEO Dave Holeman (WSR) makes the case that strip malls are good business… at least the retail centers his company owns. Can Hovnanian Enterprises’ (HOV) build-to-rent business save homebuilders from rising rates? Sportsman’s Warehouse (SPWH) discovers that the ammunition business isn’t what it used to be. Why Advance Auto Parts (AAP) is struggling more than its competitors.  The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2059 Ep. 207: Take-Two Interactive CEO Strauss Zelnick, Analog Devices, America's Car-Mart, Abercrombie & Fitch Co Take-Two Interactive CEO Strauss Zelnick (TTWO) sheds light on plans for its massive gaming hit Grand Theft Auto franchise… and what it has thousands of developers working on. Why Analog Devices (ADI) says it’s getting the upper hand on pricing… and why it says Moore’s Law may have run its course. How America's Car-Mart (CRMT) is managing as more of its customers struggle to make their car payments. Behind the sales renaissance happening at Abercrombie & Fitch Co (ANF)... and how the company plans to breathe new life into its Hollister brand. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 24 May 2023 20:03:59 -0000 full 1 207 Cory Johnson Take-Two Interactive CEO Strauss Zelnick (TTWO) sheds light on plans for its massive gaming hit Grand Theft Auto franchise… and what it has thousands of developers working on. Why Analog Devices (ADI) says it’s getting the upper hand on pricing… and why it says Moore’s Law may have run its course. How America's Car-Mart (CRMT) is managing as more of its customers struggle to make their car payments. Behind the sales renaissance happening at Abercrombie & Fitch Co (ANF)... and how the company plans to breathe new life into its Hollister brand. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Take-Two Interactive CEO Strauss Zelnick (TTWO) sheds light on plans for its massive gaming hit Grand Theft Auto franchise… and what it has thousands of developers working on. Why Analog Devices (ADI) says it’s getting the upper hand on pricing… and why it says Moore’s Law may have run its course. How America's Car-Mart (CRMT) is managing as more of its customers struggle to make their car payments. Behind the sales renaissance happening at Abercrombie & Fitch Co (ANF)... and how the company plans to breathe new life into its Hollister brand. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2277 Ep. 206: F5 CEO François Locoh-Donou, Polestar, Fox Corp, The Container Store Cloud software giant F5 CEO François Locoh-Donou (FFIV) explains why he thinks the slowdown in technology spending is temporary. Why electric vehicle maker Polestar (PSNYW) continues to struggle. Lachlan Murdoch opens up on the mounting legal bills for Fox Corp (FOXA). Who’s really to blame for the incredibly shrinking The Container Store (TCS). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 17 May 2023 21:48:49 -0000 full 1 206 Cory Johnson Cloud software giant F5 CEO François Locoh-Donou (FFIV) explains why he thinks the slowdown in technology spending is temporary. Why electric vehicle maker Polestar (PSNYW) continues to struggle. Lachlan Murdoch opens up on the mounting legal bills for Fox Corp (FOXA). Who’s really to blame for the incredibly shrinking The Container Store (TCS). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Cloud software giant F5 CEO François Locoh-Donou (FFIV) explains why he thinks the slowdown in technology spending is temporary. Why electric vehicle maker Polestar (PSNYW) continues to struggle. Lachlan Murdoch opens up on the mounting legal bills for Fox Corp (FOXA). Who’s really to blame for the incredibly shrinking The Container Store (TCS). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2321 Ep. 205: VICI Properties CEO Edward Pitoniak, Zscaler, Twilio, ProFrac VICI Properties CEO Edward Pitoniak (VICI) gives us insight into the true health of the economy as only his casino-focused REIT would know… and explains how $VICI is harnessing emerging technology. Behind the rising demand for zero-trust cybersecurity specialist Zscaler (ZS). Why Twilio (TWLO) continues to struggle in the current macroeconomic environment. The big business of fracking supplier ProFrac (ACDC). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 10 May 2023 20:08:00 -0000 full 1 205 Cory Johnson VICI Properties CEO Edward Pitoniak (VICI) gives us insight into the true health of the economy as only his casino-focused REIT would know… and explains how $VICI is harnessing emerging technology. Behind the rising demand for zero-trust cybersecurity specialist Zscaler (ZS). Why Twilio (TWLO) continues to struggle in the current macroeconomic environment. The big business of fracking supplier ProFrac (ACDC). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices VICI Properties CEO Edward Pitoniak (VICI) gives us insight into the true health of the economy as only his casino-focused REIT would know… and explains how $VICI is harnessing emerging technology. Behind the rising demand for zero-trust cybersecurity specialist Zscaler (ZS). Why Twilio (TWLO) continues to struggle in the current macroeconomic environment. The big business of fracking supplier ProFrac (ACDC). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2805 Ep. 204: Ranger Energy Services CEO Stuart Bodden, McDonald's, Kraft Heinz, Estee Lauder Ranger Energy Services CEO Stuart Bodden (RNGR) gives us a deep dive into his oil and gas business. McDonald's (MCD) sees revenues increase… But why is its business actually getting worse? Why Kraft Heinz (KHC) seems to be struggling to take advantage of more at-home consumption. Estee Lauder (EL) admits that pandemic challenges aren’t over for its business. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 03 May 2023 22:35:58 -0000 full 1 204 Cory Johnson Ranger Energy Services CEO Stuart Bodden (RNGR) gives us a deep dive into his oil and gas business. McDonald's (MCD) sees revenues increase… But why is its business actually getting worse? Why Kraft Heinz (KHC) seems to be struggling to take advantage of more at-home consumption. Estee Lauder (EL) admits that pandemic challenges aren’t over for its business. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Ranger Energy Services CEO Stuart Bodden (RNGR) gives us a deep dive into his oil and gas business. McDonald's (MCD) sees revenues increase… But why is its business actually getting worse? Why Kraft Heinz (KHC) seems to be struggling to take advantage of more at-home consumption. Estee Lauder (EL) admits that pandemic challenges aren’t over for its business. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 1838 Ep. 203: Karooooo CEO Isaias (Zak) Jose Calisto, Bed Bath and Beyond, Microsoft, Enphase Energy How Karooooo CEO Zak Calisto (KARO) is evolving his business from car theft detection to international fleet management.  What Bed Bath and Beyond (BBBY) had to say a week before filing for bankruptcy protection. Making sense of Microsoft’s (MSFT) growing AI and slowing cloud business ambitions. Why Enphase Energy (ENPH) may want to start paying closer attention to policymakers. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 26 Apr 2023 22:36:08 -0000 full 1 203 Cory Johnson How Karooooo CEO Zak Calisto (KARO) is evolving his business from car theft detection to international fleet management.  What Bed Bath and Beyond (BBBY) had to say a week before filing for bankruptcy protection. Making sense of Microsoft’s (MSFT) growing AI and slowing cloud business ambitions. Why Enphase Energy (ENPH) may want to start paying closer attention to policymakers. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How Karooooo CEO Zak Calisto (KARO) is evolving his business from car theft detection to international fleet management.  What Bed Bath and Beyond (BBBY) had to say a week before filing for bankruptcy protection. Making sense of Microsoft’s (MSFT) growing AI and slowing cloud business ambitions. Why Enphase Energy (ENPH) may want to start paying closer attention to policymakers. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2349 Ep. 202: Bioceres Crop Solutions CEO Federico Trucco, JPMorgan Chase, Citigroup, Intuitive Surgical Bioceres Crop Solutions CEO Federico Trucco (BIOX) tells us how his technology is kick starting a regenerative and sustainable agricultural revolution that may allow crops to thrive despite climate change. JPMorgan Chase (JPM) reminds us how banks are able to succeed despite economic fears and headwinds… but warns that its inflow of deposits from the banking crisis may not be sticky. Citigroup (C) disagrees with JPMorgan and predicts that its inflow of deposits from the banking crisis will be sticky. Intuitive Surgical (ISRG) sees  the popularity of its machines grow as more patients opt for robotic surgery.  The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 20 Apr 2023 03:33:42 -0000 full 1 202 Cory Johnson Bioceres Crop Solutions CEO Federico Trucco (BIOX) tells us how his technology is kick starting a regenerative and sustainable agricultural revolution that may allow crops to thrive despite climate change. JPMorgan Chase (JPM) reminds us how banks are able to succeed despite economic fears and headwinds… but warns that its inflow of deposits from the banking crisis may not be sticky. Citigroup (C) disagrees with JPMorgan and predicts that its inflow of deposits from the banking crisis will be sticky. Intuitive Surgical (ISRG) sees  the popularity of its machines grow as more patients opt for robotic surgery.  The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Bioceres Crop Solutions CEO Federico Trucco (BIOX) tells us how his technology is kick starting a regenerative and sustainable agricultural revolution that may allow crops to thrive despite climate change. JPMorgan Chase (JPM) reminds us how banks are able to succeed despite economic fears and headwinds… but warns that its inflow of deposits from the banking crisis may not be sticky. Citigroup (C) disagrees with JPMorgan and predicts that its inflow of deposits from the banking crisis will be sticky. Intuitive Surgical (ISRG) sees  the popularity of its machines grow as more patients opt for robotic surgery.  The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2371 Ep. 201: Embecta CEO Dev Kurdikar, Diamondback Energy, PriceSmart, Kura Sushi USA Embecta CEO Dev Kurdikar (EMBC) explains the need for more diabetes testing and the global business behind it. What assets Diamondback Energy (FANG) may be selling in the Permian Basin… and why. How PriceSmart (PSMT) is positioning itself to become the Costco of Central and South America… and what the family behind PriceSmart understands about consumer demand. Kura Sushi USA (KRUS) expands with a little help from manga comic books and the Demon Slayer franchise. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 13 Apr 2023 18:12:50 -0000 full 1 201 Cory Johnson Embecta CEO Dev Kurdikar (EMBC) explains the need for more diabetes testing and the global business behind it. What assets Diamondback Energy (FANG) may be selling in the Permian Basin… and why. How PriceSmart (PSMT) is positioning itself to become the Costco of Central and South America… and what the family behind PriceSmart understands about consumer demand. Kura Sushi USA (KRUS) expands with a little help from manga comic books and the Demon Slayer franchise. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Embecta CEO Dev Kurdikar (EMBC) explains the need for more diabetes testing and the global business behind it. What assets Diamondback Energy (FANG) may be selling in the Permian Basin… and why. How PriceSmart (PSMT) is positioning itself to become the Costco of Central and South America… and what the family behind PriceSmart understands about consumer demand. Kura Sushi USA (KRUS) expands with a little help from manga comic books and the Demon Slayer franchise. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2347 Ep. 200: Shutterstock CEO Paul Hennessy, Dave and Buster’s Entertainment, Simply Good Foods, RH How Shutterstock CEO Paul Hennessy (SSTK) is remaking the company with artificial intelligence and partnering with OpenAI. The “mismatch” causing headaches at Dave and Buster’s (PLAY). How Simply Good Foods (SMPL) is playing catch up after misjudging inflation. What’s behind the RH (RH) blame game. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 06 Apr 2023 07:22:47 -0000 full 1 200 Cory Johnson How Shutterstock CEO Paul Hennessy (SSTK) is remaking the company with artificial intelligence and partnering with OpenAI. The “mismatch” causing headaches at Dave and Buster’s (PLAY). How Simply Good Foods (SMPL) is playing catch up after misjudging inflation. What’s behind the RH (RH) blame game. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How Shutterstock CEO Paul Hennessy (SSTK) is remaking the company with artificial intelligence and partnering with OpenAI. The “mismatch” causing headaches at Dave and Buster’s (PLAY). How Simply Good Foods (SMPL) is playing catch up after misjudging inflation. What’s behind the RH (RH) blame game. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2193 Ep. 199: Worthington Industries CEO Andy Rose, Toronto-Dominion Bank, Lululemon Athletica, Micron Technologies Worthington Industries CEO Andy Rose (WOR) explains how his metal and industrial manufacturing business utilizes technology and innovation to make big profits in niche markets. Toronto-Dominion Bank (TD) says its deposits are healthy. Lululemon Athletica (LULU) reveals some unexpected twists and turns in its inventory situation. Why Micron Technologies (MU) is seen as a bellwether for the economy. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 29 Mar 2023 21:18:23 -0000 full 1 199 Cory Johnson Worthington Industries CEO Andy Rose (WOR) explains how his metal and industrial manufacturing business utilizes technology and innovation to make big profits in niche markets. Toronto-Dominion Bank (TD) says its deposits are healthy. Lululemon Athletica (LULU) reveals some unexpected twists and turns in its inventory situation. Why Micron Technologies (MU) is seen as a bellwether for the economy. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Worthington Industries CEO Andy Rose (WOR) explains how his metal and industrial manufacturing business utilizes technology and innovation to make big profits in niche markets. Toronto-Dominion Bank (TD) says its deposits are healthy. Lululemon Athletica (LULU) reveals some unexpected twists and turns in its inventory situation. Why Micron Technologies (MU) is seen as a bellwether for the economy. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2076 Ep. 198: Waters Corporation CEO Dr. Udit Batra, TriNet, Winnebago, Affirm Holdings A special report on the broad spillover effect of the ongoing banking crisis and failure of Silicon Valley Bank failure. And Waters Corporation CEO Dr. Udit Batra (WAT) describes the business and technology behind the super advanced laboratory equipment his company makes for the pharmaceutical industry. How TriNet (TNET) is working to make sure its clients make payroll in the wake of the SVB collapse.  How interest rates and the banking crisis are impacting Winnebago (WGO) and its customers. Online loan company Affirm Holdings (AFRM) reassures customers that its ‘buy first, pay later’ platform is a sound strategy. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 23 Mar 2023 00:31:49 -0000 full 1 198 Cory Johnson A special report on the broad spillover effect of the ongoing banking crisis and failure of Silicon Valley Bank failure. And Waters Corporation CEO Dr. Udit Batra (WAT) describes the business and technology behind the super advanced laboratory equipment his company makes for the pharmaceutical industry. How TriNet (TNET) is working to make sure its clients make payroll in the wake of the SVB collapse.  How interest rates and the banking crisis are impacting Winnebago (WGO) and its customers. Online loan company Affirm Holdings (AFRM) reassures customers that its ‘buy first, pay later’ platform is a sound strategy. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices A special report on the broad spillover effect of the ongoing banking crisis and failure of Silicon Valley Bank failure. And Waters Corporation CEO Dr. Udit Batra (WAT) describes the business and technology behind the super advanced laboratory equipment his company makes for the pharmaceutical industry. How TriNet (TNET) is working to make sure its clients make payroll in the wake of the SVB collapse.  How interest rates and the banking crisis are impacting Winnebago (WGO) and its customers. Online loan company Affirm Holdings (AFRM) reassures customers that its ‘buy first, pay later’ platform is a sound strategy. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 1994 Ep. 197: Eagle Point CEO Thomas Majewski, Caterpillar, Alaska Air, NatWest Group Eagle Point CEO Thomas Majewski (ECC) talks about paying his fund’s large dividend and the health of corporate debt amid the current banking crisis. Caterpillar (CAT) assures customers that its finance arm isn’t entangled in the challenges facing other banks. Alaska Air (ALK) opens up about its venture capital business. Why NatWest Group (NWG) says its balance sheet is weather-proof. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 16 Mar 2023 03:39:00 -0000 full 1 197 Cory Johnson Eagle Point CEO Thomas Majewski (ECC) talks about paying his fund’s large dividend and the health of corporate debt amid the current banking crisis. Caterpillar (CAT) assures customers that its finance arm isn’t entangled in the challenges facing other banks. Alaska Air (ALK) opens up about its venture capital business. Why NatWest Group (NWG) says its balance sheet is weather-proof. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Eagle Point CEO Thomas Majewski (ECC) talks about paying his fund’s large dividend and the health of corporate debt amid the current banking crisis. Caterpillar (CAT) assures customers that its finance arm isn’t entangled in the challenges facing other banks. Alaska Air (ALK) opens up about its venture capital business. Why NatWest Group (NWG) says its balance sheet is weather-proof. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2100 Ep. 196: SPECIAL: Washington Federal CEO Brent Beardall, Silicon Valley Bank, Portman Ridge Finance, Triplepoint Venture Growth SPECIAL SHOW: Washington Federal (WAFD) CEO Brent Beardall’s first comments since the failure of Silicon Valley Bank – and since surviving a deadly January plane crash. Is WaFed’s extreme concentration in real estate also a problem?  And Silicon Valley Bank’s CEO Greg Becker on why he thought tech couldn’t fail. Triplepoint Venture Growth (TPVG) on a SVB loan that went bust after the failure of pharma startup Medly. Lender Portman Ridge Finance (PTMN) on the shock waves going through the technology ecosystem. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 10 Mar 2023 20:08:21 -0000 full 1 196 Cory Johnson SPECIAL SHOW: Washington Federal (WAFD) CEO Brent Beardall’s first comments since the failure of Silicon Valley Bank – and since surviving a deadly January plane crash. Is WaFed’s extreme concentration in real estate also a problem?  And Silicon Valley Bank’s CEO Greg Becker on why he thought tech couldn’t fail. Triplepoint Venture Growth (TPVG) on a SVB loan that went bust after the failure of pharma startup Medly. Lender Portman Ridge Finance (PTMN) on the shock waves going through the technology ecosystem. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices SPECIAL SHOW: Washington Federal (WAFD) CEO Brent Beardall’s first comments since the failure of Silicon Valley Bank – and since surviving a deadly January plane crash. Is WaFed’s extreme concentration in real estate also a problem? 

And Silicon Valley Bank’s CEO Greg Becker on why he thought tech couldn’t fail. Triplepoint Venture Growth (TPVG) on a SVB loan that went bust after the failure of pharma startup Medly. Lender Portman Ridge Finance (PTMN) on the shock waves going through the technology ecosystem.

The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2173 Ep. 195: Yext CEO Michael Walrath, Squarespace, Nutanix, Korn Ferry Yext CEO Michael Walrath (YEXT) tells us when the company’s big bet on artificial intelligence will pay off. Squarespace (SQSP) taps artificial intelligence to build its website business. How Nutanix (NTNX) stumbled into some accounting trouble. How Korn Ferry (KFY) is staying a leader in executive search and recruitment by catering to post-pandemic c-suite trends. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 09 Mar 2023 01:15:48 -0000 full 1 195 Cory Johnson Yext CEO Michael Walrath (YEXT) tells us when the company’s big bet on artificial intelligence will pay off. Squarespace (SQSP) taps artificial intelligence to build its website business. How Nutanix (NTNX) stumbled into some accounting trouble. How Korn Ferry (KFY) is staying a leader in executive search and recruitment by catering to post-pandemic c-suite trends. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Yext CEO Michael Walrath (YEXT) tells us when the company’s big bet on artificial intelligence will pay off. Squarespace (SQSP) taps artificial intelligence to build its website business. How Nutanix (NTNX) stumbled into some accounting trouble. How Korn Ferry (KFY) is staying a leader in executive search and recruitment by catering to post-pandemic c-suite trends. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.



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]]> 2954 Ep. 194: Logitech International CEO Bracken Darrell, Jack in the Box, Agilent, Montrose Environmental Group Where Logitech International CEO Bracken Darrell (LOGI) sees growth opportunities for the computer hardware maker as consumers think about pulling back on gadget-buying. Jack in the Box (JACK) has a winning strategy in Florida and Arkansas, is making expansion plans and weathering both food and labor inflation. The atomic technology that has Agilent (A) seeing a future in semiconductors. Behind the rapidly shrinking business at Montrose Environmental Group (MEG). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 01 Mar 2023 21:32:24 -0000 full 1 194 Cory Johnson Where Logitech International CEO Bracken Darrell (LOGI) sees growth opportunities for the computer hardware maker as consumers think about pulling back on gadget-buying. Jack in the Box (JACK) has a winning strategy in Florida and Arkansas, is making expansion plans and weathering both food and labor inflation. The atomic technology that has Agilent (A) seeing a future in semiconductors. Behind the rapidly shrinking business at Montrose Environmental Group (MEG). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Where Logitech International CEO Bracken Darrell (LOGI) sees growth opportunities for the computer hardware maker as consumers think about pulling back on gadget-buying. Jack in the Box (JACK) has a winning strategy in Florida and Arkansas, is making expansion plans and weathering both food and labor inflation. The atomic technology that has Agilent (A) seeing a future in semiconductors. Behind the rapidly shrinking business at Montrose Environmental Group (MEG). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2263 Ep. 193: Calliditas CEO Renee Aguiar-Lucander, Coinbase, Albemarle Corporation, Dropbox How Calliditas CEO Renee Aguiar-Lucander (CALT) aims to treat kidney disease– and win over regulators in China and the U.S. How Coinbase (COIN) is trying to make nice with the SEC and why it’s standing by its “stakes”. The challenges facing Albemarle Corporation (ALB) despite robust lithium demand. The rental properties that are causing headaches at Dropbox (DBX). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 22 Feb 2023 22:04:27 -0000 full 1 193 Cory Johnson How Calliditas CEO Renee Aguiar-Lucander (CALT) aims to treat kidney disease– and win over regulators in China and the U.S. How Coinbase (COIN) is trying to make nice with the SEC and why it’s standing by its “stakes”. The challenges facing Albemarle Corporation (ALB) despite robust lithium demand. The rental properties that are causing headaches at Dropbox (DBX). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How Calliditas CEO Renee Aguiar-Lucander (CALT) aims to treat kidney disease– and win over regulators in China and the U.S. How Coinbase (COIN) is trying to make nice with the SEC and why it’s standing by its “stakes”. The challenges facing Albemarle Corporation (ALB) despite robust lithium demand. The rental properties that are causing headaches at Dropbox (DBX). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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

]]> 2491 Ep. 192: Zuora CEO Tien Tzuo, Airbnb, Ardmore Shipping, WESCO International Why Zuora CEO Tien Tzuo (ZUO) says the future may be in the ability to rent everything everywhere for everyone. The path to profitability at Airbnb (ABNB). Ardmore Shipping (ASC) has a strong wind at its back… but still faces questions of illegal shipping with Russia. WESCO International (WCC) looks to digitize its legacy business and make the most of artificial intelligence. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 15 Feb 2023 20:58:39 -0000 full 1 192 Cory Johnson Why Zuora CEO Tien Tzuo (ZUO) says the future may be in the ability to rent everything everywhere for everyone. The path to profitability at Airbnb (ABNB). Ardmore Shipping (ASC) has a strong wind at its back… but still faces questions of illegal shipping with Russia. WESCO International (WCC) looks to digitize its legacy business and make the most of artificial intelligence. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Why Zuora CEO Tien Tzuo (ZUO) says the future may be in the ability to rent everything everywhere for everyone. The path to profitability at Airbnb (ABNB). Ardmore Shipping (ASC) has a strong wind at its back… but still faces questions of illegal shipping with Russia. WESCO International (WCC) looks to digitize its legacy business and make the most of artificial intelligence. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2595 Ep. 191: SMART Global Holdings CEO Mark Adams, Brunswick Corporation, RH, Pinterest SMART Global Holdings CEO Mark Adams (SGH) explains his successful strategy to keep revenue growing and take a leading position in semiconductors. How recreational boatmaker Brunswick Corporation (BC) was able to deliver record results despite economic headwinds… and sell more engines than boats. RH (RH) gets a reminder that accounting matters. How Pinterest (PINS) is evolving and finding growth.  The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 09 Feb 2023 19:26:06 -0000 full 1 191 Cory Johnson SMART Global Holdings CEO Mark Adams (SGH) explains his successful strategy to keep revenue growing and take a leading position in semiconductors. How recreational boatmaker Brunswick Corporation (BC) was able to deliver record results despite economic headwinds… and sell more engines than boats. RH (RH) gets a reminder that accounting matters. How Pinterest (PINS) is evolving and finding growth.  The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices SMART Global Holdings CEO Mark Adams (SGH) explains his successful strategy to keep revenue growing and take a leading position in semiconductors. How recreational boatmaker Brunswick Corporation (BC) was able to deliver record results despite economic headwinds… and sell more engines than boats. RH (RH) gets a reminder that accounting matters. How Pinterest (PINS) is evolving and finding growth.  The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2508 Ep. 190: Simulations Plus CEO Shawn O’Connor, AMD, Whirlpool, Match Group How software company Simulations Plus CEO Shawn O’Connor (SLP) enables pharmaceutical giants to digitally test the safety of new drugs. AMD (AMD) keeps expanding its footprint in datacenter chips. Whirlpool (WHR) sees an end to inflation. How Match Group (MTCH) plans to keep its love business growing in 2023. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 01 Feb 2023 20:50:02 -0000 full 1 190 Cory Johnson How software company Simulations Plus CEO Shawn O’Connor (SLP) enables pharmaceutical giants to digitally test the safety of new drugs. AMD (AMD) keeps expanding its footprint in datacenter chips. Whirlpool (WHR) sees an end to inflation. How Match Group (MTCH) plans to keep its love business growing in 2023. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How software company Simulations Plus CEO Shawn O’Connor (SLP) enables pharmaceutical giants to digitally test the safety of new drugs. AMD (AMD) keeps expanding its footprint in datacenter chips. Whirlpool (WHR) sees an end to inflation. How Match Group (MTCH) plans to keep its love business growing in 2023. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2188 Ep. 189: Primo Water CEO Tom Harrington, Zion Bancorporation, Baker Hughes, Halliburton The secret to Primo Water CEO Tom Harrington’s success providing high-quality drinking water and high profits one bottle at a time (PRMW). The rising expenses worrying Zion Bancorporation (ZION). Behind Baker Hughes’s (BKR) optimism about natural gas in 2023.  And why Halliburton (HAL) says the North American market may surprise the oil industry. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 25 Jan 2023 00:10:20 -0000 full 1 189 Cory Johnson The secret to Primo Water CEO Tom Harrington’s success providing high-quality drinking water and high profits one bottle at a time (PRMW). The rising expenses worrying Zion Bancorporation (ZION). Behind Baker Hughes’s (BKR) optimism about natural gas in 2023.  And why Halliburton (HAL) says the North American market may surprise the oil industry. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices The secret to Primo Water CEO Tom Harrington’s success providing high-quality drinking water and high profits one bottle at a time (PRMW). The rising expenses worrying Zion Bancorporation (ZION). Behind Baker Hughes’s (BKR) optimism about natural gas in 2023.  And why Halliburton (HAL) says the North American market may surprise the oil industry. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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

]]> 2184 Ep. 188: Calavo Growers CEO Brian W. Kocher, J.B. Hunt Transport Services, Roblox, KeyCorp How avocado king Calavo Growers CEO Brian W. Kocher (CVGW) juggles cost pressures and the fury of mother nature. Why J.B. Hunt Transport Services (JBHT) is optimistic about the state of the supply chain. Behind the explosive growth at gaming company Roblox (RBLX). KeyCorp (KEY) focuses on digitization and loans. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 20 Jan 2023 00:59:15 -0000 full 1 188 Cory Johnson How avocado king Calavo Growers CEO Brian W. Kocher (CVGW) juggles cost pressures and the fury of mother nature. Why J.B. Hunt Transport Services (JBHT) is optimistic about the state of the supply chain. Behind the explosive growth at gaming company Roblox (RBLX). KeyCorp (KEY) focuses on digitization and loans. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How avocado king Calavo Growers CEO Brian W. Kocher (CVGW) juggles cost pressures and the fury of mother nature. Why J.B. Hunt Transport Services (JBHT) is optimistic about the state of the supply chain. Behind the explosive growth at gaming company Roblox (RBLX). KeyCorp (KEY) focuses on digitization and loans. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2531 Ep. 187: Titan International CEO Paul Reitz, Healthequity, Walgreens Boots Alliance, Irhythm Technologies Titan International CEO Paul Reitz (TWI) explains the tire-maker’s path to profitability. Walgreens Boots Alliance (WBA) paints a vision for the future at the JPMorgan Healthcare Conference. Healthequity (HQY) see rising popularity in health savings accounts. Irhythm Technologies (IRTC) has a potential lifesaving technology for undiagnosed irregular heartbeats. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 11 Jan 2023 21:03:39 -0000 full 1 187 Cory Johnson Titan International CEO Paul Reitz (TWI) explains the tire-maker’s path to profitability. Walgreens Boots Alliance (WBA) paints a vision for the future at the JPMorgan Healthcare Conference. Healthequity (HQY) see rising popularity in health savings accounts. Irhythm Technologies (IRTC) has a potential lifesaving technology for undiagnosed irregular heartbeats. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Titan International CEO Paul Reitz (TWI) explains the tire-maker’s path to profitability. Walgreens Boots Alliance (WBA) paints a vision for the future at the JPMorgan Healthcare Conference. Healthequity (HQY) see rising popularity in health savings accounts. Irhythm Technologies (IRTC) has a potential lifesaving technology for undiagnosed irregular heartbeats. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2512 Ep. 186: Sumo Logic CEO Ramin Sayar, Absolute Software, VICI Properties, Dice Therapeutics Sumo Logic CEO Ramin Sayar (SUMO) tells us how he’s making cloud-native applications secure. Absolute Software (ABST) shows the value of understanding your customer. VICI Properties (VICI) keeps making winning bets in Las Vegas. Dice Therapeutics (DICE) emerges as a leader in its field thanks to a new therapy. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 04 Jan 2023 20:16:00 -0000 full 1 186 Cory Johnson Sumo Logic CEO Ramin Sayar (SUMO) tells us how he’s making cloud-native applications secure. Absolute Software (ABST) shows the value of understanding your customer. VICI Properties (VICI) keeps making winning bets in Las Vegas. Dice Therapeutics (DICE) emerges as a leader in its field thanks to a new therapy. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Sumo Logic CEO Ramin Sayar (SUMO) tells us how he’s making cloud-native applications secure. Absolute Software (ABST) shows the value of understanding your customer. VICI Properties (VICI) keeps making winning bets in Las Vegas. Dice Therapeutics (DICE) emerges as a leader in its field thanks to a new therapy. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2655 Ep. 185: Five Below CEO Joel Anderson, Tesla, Vapotheroem, Enochian Biosciences Five Below CEO Joel Anderson (FIVE) explains his expansion strategy for 2023 and how he uses technology to anticipate his customers’ needs. Are Tesla’s (TSLA) problems all about Elon Musk? Vapotheroem (VAPO) looks for a way forward without a pandemic. Enochian Biosciences (ENOB) struggles to move beyond multiple controversies. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 28 Dec 2022 08:18:17 -0000 full 1 185 Cory Johnson Five Below CEO Joel Anderson (FIVE) explains his expansion strategy for 2023 and how he uses technology to anticipate his customers’ needs. Are Tesla’s (TSLA) problems all about Elon Musk? Vapotheroem (VAPO) looks for a way forward without a pandemic. Enochian Biosciences (ENOB) struggles to move beyond multiple controversies. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Five Below CEO Joel Anderson (FIVE) explains his expansion strategy for 2023 and how he uses technology to anticipate his customers’ needs. Are Tesla’s (TSLA) problems all about Elon Musk? Vapotheroem (VAPO) looks for a way forward without a pandemic. Enochian Biosciences (ENOB) struggles to move beyond multiple controversies. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2380 Ep. 184: DigitalOcean CEO Yancey Spruill, Calavo Growers, FuelCell Energy, Worthington Industries Cloud computing heavyweight DigitalOcean CEO Yancey Spruill (DOCN) on building a winning digital strategy and competing with Amazon Web Services. How avocado giant Calavo Growers (CVGW) manages shifting inflationary pressures. Why FuelCell Energy (FCEL) may be running out of fuel. How steel company Worthington Industries (WOR) is preparing for 2023. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 22 Dec 2022 00:20:33 -0000 full 1 184 Cory Johnson Cloud computing heavyweight DigitalOcean CEO Yancey Spruill (DOCN) on building a winning digital strategy and competing with Amazon Web Services. How avocado giant Calavo Growers (CVGW) manages shifting inflationary pressures. Why FuelCell Energy (FCEL) may be running out of fuel. How steel company Worthington Industries (WOR) is preparing for 2023. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Cloud computing heavyweight DigitalOcean CEO Yancey Spruill (DOCN) on building a winning digital strategy and competing with Amazon Web Services. How avocado giant Calavo Growers (CVGW) manages shifting inflationary pressures. Why FuelCell Energy (FCEL) may be running out of fuel. How steel company Worthington Industries (WOR) is preparing for 2023. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2272 Ep. 183: TravelCenters of America CEO Jonathan Pertchik, Lennar, RCI Hospitality Holdings, Rev Group TravelCenters of America CEO Jonathan Pertchik (TA) gauges the health of the U.S. consumer through the lens of the open road. How homebuilding giant Lennar (LEN) is preparing for more challenges to the housing industry. Strip club king RCI Hospitality Holdings (RICK) goes on a shopping spree and strategizes on wooing a younger clientele.  Rev Group (REVG) finds work making fleets of school buses. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 15 Dec 2022 21:11:22 -0000 full 1 183 Cory Johnson TravelCenters of America CEO Jonathan Pertchik (TA) gauges the health of the U.S. consumer through the lens of the open road. How homebuilding giant Lennar (LEN) is preparing for more challenges to the housing industry. Strip club king RCI Hospitality Holdings (RICK) goes on a shopping spree and strategizes on wooing a younger clientele.  Rev Group (REVG) finds work making fleets of school buses. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices TravelCenters of America CEO Jonathan Pertchik (TA) gauges the health of the U.S. consumer through the lens of the open road. How homebuilding giant Lennar (LEN) is preparing for more challenges to the housing industry. Strip club king RCI Hospitality Holdings (RICK) goes on a shopping spree and strategizes on wooing a younger clientele.  Rev Group (REVG) finds work making fleets of school buses. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2227 Ep. 182: Lilium Co-Founder and Chief Engineer for Innovation Daniel Wiegand (LILM), Lululemon, DocuSign, Johnson Outdoors Will flying cars ever get off the ground? Lilium Co-Founder and Chief Engineer for Innovation Daniel Wiegand (LILM) makes the case for its vertical take-off and landing jets. Lululemon (LULU) has a unique spin on its inventory. Where DocuSign (DOCU) keeps finding new customers. How Johnson Outdoors (JOUT) successfully managed supply chain concerns. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 09 Dec 2022 19:57:59 -0000 full 1 182 Cory Johnson Will flying cars ever get off the ground? Lilium Co-Founder and Chief Engineer for Innovation Daniel Wiegand (LILM) makes the case for its vertical take-off and landing jets. Lululemon (LULU) has a unique spin on its inventory. Where DocuSign (DOCU) keeps finding new customers. How Johnson Outdoors (JOUT) successfully managed supply chain concerns. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Will flying cars ever get off the ground? Lilium Co-Founder and Chief Engineer for Innovation Daniel Wiegand (LILM) makes the case for its vertical take-off and landing jets. Lululemon (LULU) has a unique spin on its inventory. Where DocuSign (DOCU) keeps finding new customers. How Johnson Outdoors (JOUT) successfully managed supply chain concerns. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2131 Ep. 181: Alteryx CEO Mark Anderson, Hormel, Docusign, Inotiv How Alteryx CEO Mark Anderson (AYX) is making data analysis available to everyone. Hormel (HRL) gets a taste of higher feed costs. Who is running Docusign (DOCU)? How monkey smuggling cost Inotiv (NOTV) $250 million. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 30 Nov 2022 22:04:00 -0000 full 1 181 Cory Johnson How Alteryx CEO Mark Anderson (AYX) is making data analysis available to everyone. Hormel (HRL) gets a taste of higher feed costs. Who is running Docusign (DOCU)? How monkey smuggling cost Inotiv (NOTV) $250 million. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How Alteryx CEO Mark Anderson (AYX) is making data analysis available to everyone. Hormel (HRL) gets a taste of higher feed costs. Who is running Docusign (DOCU)? How monkey smuggling cost Inotiv (NOTV) $250 million. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2136 Ep. 180: Aflac COO Fred Crawford, Warner Music Group, Abercrombie & Fitch, Dollar Tree Aflac COO Fred Crawford (AFL) explains the insurance giant’s international strategy. Behind Warner Music Group’s (WMG) digital evolution. Abercrombie & Fitch (ANF) sees the upside of people returning to the office. What Dollar Tree (DLTR) understands about its customers that other discount retailers may want to study. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 22 Nov 2022 23:02:02 -0000 full 1 180 Cory Johnson Aflac COO Fred Crawford (AFL) explains the insurance giant’s international strategy. Behind Warner Music Group’s (WMG) digital evolution. Abercrombie & Fitch (ANF) sees the upside of people returning to the office. What Dollar Tree (DLTR) understands about its customers that other discount retailers may want to study. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Aflac COO Fred Crawford (AFL) explains the insurance giant’s international strategy. Behind Warner Music Group’s (WMG) digital evolution. Abercrombie & Fitch (ANF) sees the upside of people returning to the office. What Dollar Tree (DLTR) understands about its customers that other discount retailers may want to study. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2427 Ep. 179: National Energy Services Reunited CEO Sherif Foda, Walmart, TJX Companies, Shoals Technologies The only Saudi Arabian company listed in the United States, National Energy Services Reunited CEO Sherif Foda (NESR), shares  insight into global oil markets. How Walmart (WMT) and TJX Companies (TJX) are making inflation their friend… and handling a big change in supply chains. How Shoals Technologies (SHLS) is handling a huge surge in the solar business. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 16 Nov 2022 21:05:37 -0000 full 1 179 Cory Johnson The only Saudi Arabian company listed in the United States, National Energy Services Reunited CEO Sherif Foda (NESR), shares  insight into global oil markets. How Walmart (WMT) and TJX Companies (TJX) are making inflation their friend… and handling a big change in supply chains. How Shoals Technologies (SHLS) is handling a huge surge in the solar business. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices The only Saudi Arabian company listed in the United States, National Energy Services Reunited CEO Sherif Foda (NESR), shares  insight into global oil markets. How Walmart (WMT) and TJX Companies (TJX) are making inflation their friend… and handling a big change in supply chains. How Shoals Technologies (SHLS) is handling a huge surge in the solar business. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2192 Ep. 178: Columbus McKinnon CEO David Wilson, R1 RCM, Plug Power, Silvergate Capital Columbus McKinnon CEO David Wilson (CMCO) gives us a glimpse into the health of factories across the globe. How cryptocurrency bank Silvergate Capital (SI) is managing challenges among crypto exchanges. Why some of R1 RCM’s (RCM) healthcare industry customers are having trouble paying their bills. How hydrogen fuel cell company Plug Power (PLUG) continues to plug forward in the race for more electric vehicles. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 09 Nov 2022 23:05:02 -0000 full 1 178 Cory Johnson Columbus McKinnon CEO David Wilson (CMCO) gives us a glimpse into the health of factories across the globe. How cryptocurrency bank Silvergate Capital (SI) is managing challenges among crypto exchanges. Why some of R1 RCM’s (RCM) healthcare industry customers are having trouble paying their bills. How hydrogen fuel cell company Plug Power (PLUG) continues to plug forward in the race for more electric vehicles. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Columbus McKinnon CEO David Wilson (CMCO) gives us a glimpse into the health of factories across the globe. How cryptocurrency bank Silvergate Capital (SI) is managing challenges among crypto exchanges. Why some of R1 RCM’s (RCM) healthcare industry customers are having trouble paying their bills. How hydrogen fuel cell company Plug Power (PLUG) continues to plug forward in the race for more electric vehicles. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2594 Ep. 177: Lightwave Logic CEO Michael Lebby, W. W. Grainger, Civitas Resources, Tge New York Times Company When might Lightwave Logic CEO Michael Lebby (LWLG) deliver on its promise of making the internet faster? The secret sauce propelling growth at W. W. Grainger (GWW). Managing the drilling strategy at oil and gas company Civitas Resources (CIVI). The digital lifeline improving prospects at The New York Times Company (NYT). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 02 Nov 2022 23:44:18 -0000 full 1 177 Cory Johnson When might Lightwave Logic CEO Michael Lebby (LWLG) deliver on its promise of making the internet faster? The secret sauce propelling growth at W. W. Grainger (GWW). Managing the drilling strategy at oil and gas company Civitas Resources (CIVI). The digital lifeline improving prospects at The New York Times Company (NYT). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices When might Lightwave Logic CEO Michael Lebby (LWLG) deliver on its promise of making the internet faster? The secret sauce propelling growth at W. W. Grainger (GWW). Managing the drilling strategy at oil and gas company Civitas Resources (CIVI). The digital lifeline improving prospects at The New York Times Company (NYT). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2157 Ep. 176: Sprinklr CEO Ragy Thomas, Spotify, Teradyne, Crown Holdings Sprinklr CEO Ragy Thomas (CXM) tells us how he plans on beating his competitors in the booming social customer service software market. Why Spotify (SPOT) is so confident in its podcasting business. Semiconductor and electronics test maker Teradyne (TER) gives us a glimpse into the health and future of the tech industry. Crown Holdings (CCK) reveals the raw materials headwinds it faces. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 27 Oct 2022 14:48:55 -0000 full 1 176 Cory Johnson Sprinklr CEO Ragy Thomas (CXM) tells us how he plans on beating his competitors in the booming social customer service software market. Why Spotify (SPOT) is so confident in its podcasting business. Semiconductor and electronics test maker Teradyne (TER) gives us a glimpse into the health and future of the tech industry. Crown Holdings (CCK) reveals the raw materials headwinds it faces. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Sprinklr CEO Ragy Thomas (CXM) tells us how he plans on beating his competitors in the booming social customer service software market. Why Spotify (SPOT) is so confident in its podcasting business. Semiconductor and electronics test maker Teradyne (TER) gives us a glimpse into the health and future of the tech industry. Crown Holdings (CCK) reveals the raw materials headwinds it faces. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2331 Ep. 175: Planet Labs CEO Will Marshall, Silvergate Capital, Netflix, Lockheed Martin What Planet Labs CEO Will Marshall (PL) is doing to combat climate change… and make its mark in the emerging space industry. Crypto bank Silvergate Capital (SI) hints at when its stablecoin may be ready. How Netflix (NFLX) got its groove back… and revels the eye popping number of its production budget. Lockheed Martin (LMT) reveals some secrets about billions of dollars in classified weapons development, including weapons in space.  The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 19 Oct 2022 21:02:36 -0000 full 1 175 Cory Johnson What Planet Labs CEO Will Marshall (PL) is doing to combat climate change… and make its mark in the emerging space industry. Crypto bank Silvergate Capital (SI) hints at when its stablecoin may be ready. How Netflix (NFLX) got its groove back… and revels the eye popping number of its production budget. Lockheed Martin (LMT) reveals some secrets about billions of dollars in classified weapons development, including weapons in space.  The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices What Planet Labs CEO Will Marshall (PL) is doing to combat climate change… and make its mark in the emerging space industry. Crypto bank Silvergate Capital (SI) hints at when its stablecoin may be ready. How Netflix (NFLX) got its groove back… and revels the eye popping number of its production budget. Lockheed Martin (LMT) reveals some secrets about billions of dollars in classified weapons development, including weapons in space.  The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2339 Ep. 174: Designer Brands CEO Roger Rawlins, Levi’s, Tilray, Applied Micro Devices Footwear retailer Designer Brands CEO Roger Rawlins (DBI) tells us how he changed his business during the pandemic with a less-is-more strategy. When marijuana company Tilray (TLRY) may start to capitalize on a friendlier stance on cannabis at the White House. Applied Micro Devices (AMD) gives a warning about the direction of the personal computing industry. Inflation, supply chain issues and a strong dollar are making Levi’s (LEVI) blue… but the company sees more consumers wearing Levi’s to the office. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 12 Oct 2022 20:00:00 -0000 full 1 174 Cory Johnson Footwear retailer Designer Brands CEO Roger Rawlins (DBI) tells us how he changed his business during the pandemic with a less-is-more strategy. When marijuana company Tilray (TLRY) may start to capitalize on a friendlier stance on cannabis at the White House. Applied Micro Devices (AMD) gives a warning about the direction of the personal computing industry. Inflation, supply chain issues and a strong dollar are making Levi’s (LEVI) blue… but the company sees more consumers wearing Levi’s to the office. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Footwear retailer Designer Brands CEO Roger Rawlins (DBI) tells us how he changed his business during the pandemic with a less-is-more strategy. When marijuana company Tilray (TLRY) may start to capitalize on a friendlier stance on cannabis at the White House. Applied Micro Devices (AMD) gives a warning about the direction of the personal computing industry. Inflation, supply chain issues and a strong dollar are making Levi’s (LEVI) blue… but the company sees more consumers wearing Levi’s to the office. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2006 Ep. 173: Endava CEO John Cotterell, Helen of Troy, Micron Technologies, RPM International Endava CEO John Cotterell (DAVA) on how to manage decade-long relationships with corporate clients and keep IT business growing. Helen of Troy (HELE) sees inflation take a bite out of its beauty business. Micron Technologies (MU) makes a massive bet on a new semiconductor factory and forecasts what’s next for personal computers. How RPM International (RPM) keeps its coating business growing despite rising costs. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 06 Oct 2022 01:27:06 -0000 full 1 173 Cory Johnson Endava CEO John Cotterell (DAVA) on how to manage decade-long relationships with corporate clients and keep IT business growing. Helen of Troy (HELE) sees inflation take a bite out of its beauty business. Micron Technologies (MU) makes a massive bet on a new semiconductor factory and forecasts what’s next for personal computers. How RPM International (RPM) keeps its coating business growing despite rising costs. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Endava CEO John Cotterell (DAVA) on how to manage decade-long relationships with corporate clients and keep IT business growing. Helen of Troy (HELE) sees inflation take a bite out of its beauty business. Micron Technologies (MU) makes a massive bet on a new semiconductor factory and forecasts what’s next for personal computers. How RPM International (RPM) keeps its coating business growing despite rising costs. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 1703 Ep. 172: Trinity Capital CEO Steve Brown, AutoZone, Apogee Enterprises, Bowlero Trinity Capital CEO Steve Brown (TRIN) gives us a master class in investing in growth-stage companies. How AutoZone (AZO) successfully hedges downward pressures on prices and customers. Apogee Enterprises (APOG) looks beyond office towers as customers for its windows. Bowlero (BOWL) bounces back from the pandemic and positions itself as an alternative to the company water cooler. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 21 Sep 2022 21:38:05 -0000 full 1 172 Cory Johnson Trinity Capital CEO Steve Brown (TRIN) gives us a master class in investing in growth-stage companies. How AutoZone (AZO) successfully hedges downward pressures on prices and customers. Apogee Enterprises (APOG) looks beyond office towers as customers for its windows. Bowlero (BOWL) bounces back from the pandemic and positions itself as an alternative to the company water cooler. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Trinity Capital CEO Steve Brown (TRIN) gives us a master class in investing in growth-stage companies. How AutoZone (AZO) successfully hedges downward pressures on prices and customers. Apogee Enterprises (APOG) looks beyond office towers as customers for its windows. Bowlero (BOWL) bounces back from the pandemic and positions itself as an alternative to the company water cooler. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2404 Ep. 171: Secureworks CEO Wendy Thomas, American Outdoor Brands, Mastercraft Boat Holdings, FuelCell Energy How Secureworks CEO Wendy Thomas (SCWX) reimagined the cybersecurity company and is carving out a niche in a crowded field of threat detection. Is American Outdoor Brands (AOUT) a proverbial canary in the coal mine when it comes to shooting sports. Despite strong profits, what has Mastercraft Boat Holdings (MCFT) so worried about the industry? Will FuelCell Energy (FCEL) be able to finish a submarine base on schedule… and how might the green tech company benefit from increased climate spending? The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 13 Sep 2022 10:00:00 -0000 full 1 171 Cory Johnson How Secureworks CEO Wendy Thomas (SCWX) reimagined the cybersecurity company and is carving out a niche in a crowded field of threat detection. Is American Outdoor Brands (AOUT) a proverbial canary in the coal mine when it comes to shooting sports. Despite strong profits, what has Mastercraft Boat Holdings (MCFT) so worried about the industry? Will FuelCell Energy (FCEL) be able to finish a submarine base on schedule… and how might the green tech company benefit from increased climate spending? The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How Secureworks CEO Wendy Thomas (SCWX) reimagined the cybersecurity company and is carving out a niche in a crowded field of threat detection. Is American Outdoor Brands (AOUT) a proverbial canary in the coal mine when it comes to shooting sports. Despite strong profits, what has Mastercraft Boat Holdings (MCFT) so worried about the industry? Will FuelCell Energy (FCEL) be able to finish a submarine base on schedule… and how might the green tech company benefit from increased climate spending? The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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

]]> 2182 Ep. 170: SoundHound AI CEO Keyvan Mohajer, Coupa Software, Chesapeake Energy, HubSpot SoundHound AI CEO Keyvan Mohajer (SOUN) on the growing importance of conversational artificial intelligence and the future of computing. Coupa Software (COUP) delivers on its promise of a strong quarter. How Chesapeake Energy (CHK) is taking advantage of higher energy prices. Will HubSpot (HUBS) be able to win market share with lower prices? The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 09 Sep 2022 08:03:40 -0000 full 1 170 Cory Johnson SoundHound AI CEO Keyvan Mohajer (SOUN) on the growing importance of conversational artificial intelligence and the future of computing. Coupa Software (COUP) delivers on its promise of a strong quarter. How Chesapeake Energy (CHK) is taking advantage of higher energy prices. Will HubSpot (HUBS) be able to win market share with lower prices? The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices SoundHound AI CEO Keyvan Mohajer (SOUN) on the growing importance of conversational artificial intelligence and the future of computing. Coupa Software (COUP) delivers on its promise of a strong quarter. How Chesapeake Energy (CHK) is taking advantage of higher energy prices. Will HubSpot (HUBS) be able to win market share with lower prices? The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2051 Ep. 169: Coupa CEO Rob Bernshteyn, Chewy, Express, REX American Resources How Coupa CEO Rob Bernshteyn (COUP) plans to win new customers as well as recession-proof his massive cloud-based business spend management platform. How pet toy retailer Chewy (CHWY) plans to navigate the double headed challenge of inflation pressure and shifting consumer behavior. Is it possible for Express (EXPR) to course correct? Why is REX American Resources (REX) complaining so loudly about its business? The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 01 Sep 2022 02:26:13 -0000 full 1 169 Cory Johnson How Coupa CEO Rob Bernshteyn (COUP) plans to win new customers as well as recession-proof his massive cloud-based business spend management platform. How pet toy retailer Chewy (CHWY) plans to navigate the double headed challenge of inflation pressure and shifting consumer behavior. Is it possible for Express (EXPR) to course correct? Why is REX American Resources (REX) complaining so loudly about its business? The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How Coupa CEO Rob Bernshteyn (COUP) plans to win new customers as well as recession-proof his massive cloud-based business spend management platform. How pet toy retailer Chewy (CHWY) plans to navigate the double headed challenge of inflation pressure and shifting consumer behavior. Is it possible for Express (EXPR) to course correct? Why is REX American Resources (REX) complaining so loudly about its business? The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2166 Ep. 168: Heliogen CEO Bill T. Gross, Dell, Affirm, Workday How Heliogen CEO Bill T. Gross (HLGN) is generating power by employing mirrors… and drawing investments from Bill Gates and Steve Case. The headwinds Dell (DELL) is preparing for. Digesting potential challenges to the computer models at lender Affirm (AFRM). Will recession fears dampen Workday’s (WDAY) strong year? The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 29 Aug 2022 20:26:29 -0000 full 1 168 Cory Johnson How Heliogen CEO Bill T. Gross (HLGN) is generating power by employing mirrors… and drawing investments from Bill Gates and Steve Case. The headwinds Dell (DELL) is preparing for. Digesting potential challenges to the computer models at lender Affirm (AFRM). Will recession fears dampen Workday’s (WDAY) strong year? The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How Heliogen CEO Bill T. Gross (HLGN) is generating power by employing mirrors… and drawing investments from Bill Gates and Steve Case. The headwinds Dell (DELL) is preparing for. Digesting potential challenges to the computer models at lender Affirm (AFRM). Will recession fears dampen Workday’s (WDAY) strong year? The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2073 Ep. 167: Smartsheet CEO Mark Mader, United States Steel Corporation, Avis Budget Group, Graphic Packaging Holding Company Smartsheet CEO Mark Mader (SMAR) tells us what’s behind the company’s impressive sales figures. United States Steel Corporation (X) watches one of its businesses grow as the energy sector prepares to increase drilling. Avis Budget Group (CAR) saw a huge silver lining to the global pandemic. How Graphic Packaging Holding Company (GPK) is able to raise prices without hearing complaints from its customers. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 17 Aug 2022 18:00:59 -0000 full 1 167 Cory Johnson Smartsheet CEO Mark Mader (SMAR) tells us what’s behind the company’s impressive sales figures. United States Steel Corporation (X) watches one of its businesses grow as the energy sector prepares to increase drilling. Avis Budget Group (CAR) saw a huge silver lining to the global pandemic. How Graphic Packaging Holding Company (GPK) is able to raise prices without hearing complaints from its customers. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Smartsheet CEO Mark Mader (SMAR) tells us what’s behind the company’s impressive sales figures. United States Steel Corporation (X) watches one of its businesses grow as the energy sector prepares to increase drilling. Avis Budget Group (CAR) saw a huge silver lining to the global pandemic. How Graphic Packaging Holding Company (GPK) is able to raise prices without hearing complaints from its customers. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2358 Ep. 166: Verint CEO Dan Bodner, Constellation Energy, Tyson Foods, Palantir Technologies How Verint CEO Dan Bodner (VRNT) is harnessing artificial intelligence and digital technology to try to improve customer experience and its chat bots. Constellation Energy (CEG) may see a boost from the climate bill. Tyson Foods (TSN) finds benefits in cheap meat. Palantir Technologies (PLTR) leaves us wondering what would be left of the company without its lucrative government contracts. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 10 Aug 2022 13:00:00 -0000 full 1 166 Cory Johnson How Verint CEO Dan Bodner (VRNT) is harnessing artificial intelligence and digital technology to try to improve customer experience and its chat bots. Constellation Energy (CEG) may see a boost from the climate bill. Tyson Foods (TSN) finds benefits in cheap meat. Palantir Technologies (PLTR) leaves us wondering what would be left of the company without its lucrative government contracts. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How Verint CEO Dan Bodner (VRNT) is harnessing artificial intelligence and digital technology to try to improve customer experience and its chat bots. Constellation Energy (CEG) may see a boost from the climate bill. Tyson Foods (TSN) finds benefits in cheap meat. Palantir Technologies (PLTR) leaves us wondering what would be left of the company without its lucrative government contracts. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2106 Ep. 165: Nutanix CEO Rajiv Ramaswami, Lucid, Advanced Micro Devices, Nabors Industries Hybrid cloud software provider Nutanix CEO Rajiv Ramaswami (NTNX) explains his company’s invisible cloud-philosophy. What Lucid (LCID) may need to do to get beyond the supply chain bottlenecks it says are keeping the electronic vehicle maker stuck in low gear. Advanced Micro Devices (AMD) says it expects the weak personal computer market to persist until the end of the year. Oil and gas drilling contractor Nabors Industries (NBR) is preparing for a productive new year. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 05 Aug 2022 03:38:58 -0000 full 1 165 Cory Johnson Hybrid cloud software provider Nutanix CEO Rajiv Ramaswami (NTNX) explains his company’s invisible cloud-philosophy. What Lucid (LCID) may need to do to get beyond the supply chain bottlenecks it says are keeping the electronic vehicle maker stuck in low gear. Advanced Micro Devices (AMD) says it expects the weak personal computer market to persist until the end of the year. Oil and gas drilling contractor Nabors Industries (NBR) is preparing for a productive new year. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Hybrid cloud software provider Nutanix CEO Rajiv Ramaswami (NTNX) explains his company’s invisible cloud-philosophy. What Lucid (LCID) may need to do to get beyond the supply chain bottlenecks it says are keeping the electronic vehicle maker stuck in low gear. Advanced Micro Devices (AMD) says it expects the weak personal computer market to persist until the end of the year. Oil and gas drilling contractor Nabors Industries (NBR) is preparing for a productive new year. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2163 Ep. 163: Informatica CEO Amit Walia, Silvergate Capital, Ally Financial, Halliburton Informatica CEO Amit Walia (INFA) sees pandemic-induced digitization across industries continuing. But what happens if remote work truly comes to an end? Cryptocurrency bank Silvergate Capital (SI) defies short sellers and sees no reason to make changes to its strategy. Ally Financial (ALLY) explains why higher rates may not be a challenge for car sellers. Halliburton (HAL) gives us clues as to when drillers may start drilling again. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 04 Aug 2022 15:28:43 -0000 full 1 163 Cory Johnson Informatica CEO Amit Walia (INFA) sees pandemic-induced digitization across industries continuing. But what happens if remote work truly comes to an end? Cryptocurrency bank Silvergate Capital (SI) defies short sellers and sees no reason to make changes to its strategy. Ally Financial (ALLY) explains why higher rates may not be a challenge for car sellers. Halliburton (HAL) gives us clues as to when drillers may start drilling again. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Informatica CEO Amit Walia (INFA) sees pandemic-induced digitization across industries continuing. But what happens if remote work truly comes to an end? Cryptocurrency bank Silvergate Capital (SI) defies short sellers and sees no reason to make changes to its strategy. Ally Financial (ALLY) explains why higher rates may not be a challenge for car sellers. Halliburton (HAL) gives us clues as to when drillers may start drilling again. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2527 Ep. 164: atai Life Sciences CEO Florian Brand, Ford Motor Company, Century Communities, Columbia Sportswear Company How atai Life Sciences CEO Florian Brand (ATAI) is leading the way in the emerging science of psychedelic drug development and revolutionizing psychiatric biotech medicine. Ford Motor Company (F) plans to change potentially every part of its business as it drives toward an EV future… We discuss how the automaker is securing the materials necessary to do so. Single-family homebuilder Century Communities (CCS) explains why higher rates may actually be a good thing for its inventory. Columbia Sportswear Company (COLM) wrestles with supply-chain problems. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 29 Jul 2022 00:55:14 -0000 full 1 164 Cory Johnson How atai Life Sciences CEO Florian Brand (ATAI) is leading the way in the emerging science of psychedelic drug development and revolutionizing psychiatric biotech medicine. Ford Motor Company (F) plans to change potentially every part of its business as it drives toward an EV future… We discuss how the automaker is securing the materials necessary to do so. Single-family homebuilder Century Communities (CCS) explains why higher rates may actually be a good thing for its inventory. Columbia Sportswear Company (COLM) wrestles with supply-chain problems. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How atai Life Sciences CEO Florian Brand (ATAI) is leading the way in the emerging science of psychedelic drug development and revolutionizing psychiatric biotech medicine. Ford Motor Company (F) plans to change potentially every part of its business as it drives toward an EV future… We discuss how the automaker is securing the materials necessary to do so. Single-family homebuilder Century Communities (CCS) explains why higher rates may actually be a good thing for its inventory. Columbia Sportswear Company (COLM) wrestles with supply-chain problems. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 3090 Ep. 162: Stratasys CEO Dr. Yoav Zeif, Talos Energy, Fastenal, Conagra Brands Stratasys CEO Dr. Yoav Zeif (SSYS) tells us how the business of 3D printing is evolving.  Could smaller oil producers like Talos Energy (TALO) be preparing to drill more? Why home construction supplier Fastenal (FAST) is talking about deflationary pressures rather than inflation. Conagra Brands (CAG) hints that food inflation pressures may be peaking. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 15 Jul 2022 01:19:05 -0000 full 1 162 Cory Johnson Stratasys CEO Dr. Yoav Zeif (SSYS) tells us how the business of 3D printing is evolving.  Could smaller oil producers like Talos Energy (TALO) be preparing to drill more? Why home construction supplier Fastenal (FAST) is talking about deflationary pressures rather than inflation. Conagra Brands (CAG) hints that food inflation pressures may be peaking. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Stratasys CEO Dr. Yoav Zeif (SSYS) tells us how the business of 3D printing is evolving.  Could smaller oil producers like Talos Energy (TALO) be preparing to drill more? Why home construction supplier Fastenal (FAST) is talking about deflationary pressures rather than inflation. Conagra Brands (CAG) hints that food inflation pressures may be peaking. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2522 Ep. 161: CrowdStrike CEO George Kurtz, NovaGold (NG), Micron Technology (MU), Constellation Brands (STZ) CrowdStrike (CRWD) co-founder and CEO George Kurtz explains the company’s rapid growth and why a slow down in technology spending will not affect cybersecurity. NovaGold’s (NG) liquidity struggles and giant Alaskan gold mine. Micron Technology (MU) sees a meaningful slowdown in PCs and smartphones. And beer. Lots of beer. Constellation Brands (STZ) rides strong beer sales to offset rising transportation and raw-material costs. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 08 Jul 2022 19:24:33 -0000 full 1 161 Cory Johnson CrowdStrike (CRWD) co-founder and CEO George Kurtz explains the company’s rapid growth and why a slow down in technology spending will not affect cybersecurity. NovaGold’s (NG) liquidity struggles and giant Alaskan gold mine. Micron Technology (MU) sees a meaningful slowdown in PCs and smartphones. And beer. Lots of beer. Constellation Brands (STZ) rides strong beer sales to offset rising transportation and raw-material costs. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices CrowdStrike (CRWD) co-founder and CEO George Kurtz explains the company’s rapid growth and why a slow down in technology spending will not affect cybersecurity. NovaGold’s (NG) liquidity struggles and giant Alaskan gold mine. Micron Technology (MU) sees a meaningful slowdown in PCs and smartphones. And beer. Lots of beer. Constellation Brands (STZ) rides strong beer sales to offset rising transportation and raw-material costs. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2102 Ep. 160: Zscaler CEO Jay Chaudhry, Bed Bath & Beyond, General Mills, AeroVironment Cybersecurity leader Zscaler CEO Jay Chaudhry (ZS) makes the case for "zero trust" services… and how he’s bringing IT network security into the cloud-based era. Bed Bath & Beyond (BBBY) shows its CEO the door after a spectacularly failed turn-around. Will General Mills (GIS) be able to maintain healthy sales if inflation gets as bad as it warns and if a pandemic-era government program expires? AeroVironment (AVAV)’s drones are being used successfully by Ukraine on the battlefield… but supply-chain problems are putting pressure on the company. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 05 Jul 2022 14:00:00 -0000 full 1 160 Cory Johnson Cybersecurity leader Zscaler CEO Jay Chaudhry (ZS) makes the case for "zero trust" services… and how he’s bringing IT network security into the cloud-based era. Bed Bath & Beyond (BBBY) shows its CEO the door after a spectacularly failed turn-around. Will General Mills (GIS) be able to maintain healthy sales if inflation gets as bad as it warns and if a pandemic-era government program expires? AeroVironment (AVAV)’s drones are being used successfully by Ukraine on the battlefield… but supply-chain problems are putting pressure on the company. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Cybersecurity leader Zscaler CEO Jay Chaudhry (ZS) makes the case for "zero trust" services… and how he’s bringing IT network security into the cloud-based era. Bed Bath & Beyond (BBBY) shows its CEO the door after a spectacularly failed turn-around. Will General Mills (GIS) be able to maintain healthy sales if inflation gets as bad as it warns and if a pandemic-era government program expires? AeroVironment (AVAV)’s drones are being used successfully by Ukraine on the battlefield… but supply-chain problems are putting pressure on the company. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 1971 Ep. 159: Mister Car Wash CEO John Lai, FactSet Research Systems, Carnival, Smith & Wesson Brands How Mister Car Wash CEO John Lai (MCW) uses technology and old fashioned customer service to keep its profits pouring in. Carnival (CCL) aims to keep its customers loyal and sticky. FactSet Research Systems (FDS) waves off investor concerns and shows how to successfully invest in one’s own business even when your broader industry faces challenges. Smith & Wesson Brands (SWBI) gets a bump from the Supreme Court… but what about its long term business? The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 27 Jun 2022 13:00:00 -0000 full 1 159 Cory Johnson How Mister Car Wash CEO John Lai (MCW) uses technology and old fashioned customer service to keep its profits pouring in. Carnival (CCL) aims to keep its customers loyal and sticky. FactSet Research Systems (FDS) waves off investor concerns and shows how to successfully invest in one’s own business even when your broader industry faces challenges. Smith & Wesson Brands (SWBI) gets a bump from the Supreme Court… but what about its long term business? The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How Mister Car Wash CEO John Lai (MCW) uses technology and old fashioned customer service to keep its profits pouring in. Carnival (CCL) aims to keep its customers loyal and sticky. FactSet Research Systems (FDS) waves off investor concerns and shows how to successfully invest in one’s own business even when your broader industry faces challenges. Smith & Wesson Brands (SWBI) gets a bump from the Supreme Court… but what about its long term business? The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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

]]> 2488 Ep. 158: Blend Labs CEO Nima Ghamsari (BLND), Oracle, Kroger, La-Z-Boy Blend Labs CEO Nima Ghamsari (BLND) explains the cloud-company’s customer-first philosophy and how he aims to make the banking industry more transparent and fast-paced. How Oracle (ORCL) is managing to build momentum in the cloud despite stiff competition. La-Z-Boy Incorporated (LZB) shows us how to keep sales growing in the face of inflationary pressures and supply chain headaches. Kroger (KR) sees green thanks to loyal customers willing to stomach higher costs. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 23 Jun 2022 07:27:38 -0000 full 1 158 Cory Johnson Blend Labs CEO Nima Ghamsari (BLND) explains the cloud-company’s customer-first philosophy and how he aims to make the banking industry more transparent and fast-paced. How Oracle (ORCL) is managing to build momentum in the cloud despite stiff competition. La-Z-Boy Incorporated (LZB) shows us how to keep sales growing in the face of inflationary pressures and supply chain headaches. Kroger (KR) sees green thanks to loyal customers willing to stomach higher costs. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Blend Labs CEO Nima Ghamsari (BLND) explains the cloud-company’s customer-first philosophy and how he aims to make the banking industry more transparent and fast-paced. How Oracle (ORCL) is managing to build momentum in the cloud despite stiff competition. La-Z-Boy Incorporated (LZB) shows us how to keep sales growing in the face of inflationary pressures and supply chain headaches. Kroger (KR) sees green thanks to loyal customers willing to stomach higher costs. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2022 Ep. 157: Phillips Edison CEO Jeffrey Edison, Valvoline, Excelerate Energy, Caleres How Phillips Edison CEO Jeffrey Edison (PECO) steered his shopping center real estate business through the pandemic with a focus on locality and design. How the owner of Famous Footwear, Caleres (CAL),  has successfully managed shifting consumer habits and demand. Valvoline (VVV) may be of interest to a buyer and refuses to face hard questions from analysts. Excelerate Energy (EE) may be able to help Europe with its changing fuel needs. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 25 May 2022 21:08:11 -0000 full 1 157 Cory Johnson How Phillips Edison CEO Jeffrey Edison (PECO) steered his shopping center real estate business through the pandemic with a focus on locality and design. How the owner of Famous Footwear, Caleres (CAL),  has successfully managed shifting consumer habits and demand. Valvoline (VVV) may be of interest to a buyer and refuses to face hard questions from analysts. Excelerate Energy (EE) may be able to help Europe with its changing fuel needs. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How Phillips Edison CEO Jeffrey Edison (PECO) steered his shopping center real estate business through the pandemic with a focus on locality and design. How the owner of Famous Footwear, Caleres (CAL),  has successfully managed shifting consumer habits and demand. Valvoline (VVV) may be of interest to a buyer and refuses to face hard questions from analysts. Excelerate Energy (EE) may be able to help Europe with its changing fuel needs. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2716 Ep. 156: Expensify CEO David Barrett, Kohl’s, Deere & Company, Foot Locker The science behind seamless expense-reporting with Expensify CEO David Barrett’s (EXFY) and how they innovated the industry business model. How Kohl’s (KSS) raises prices and passes along rising costs to their customers. Deere & Company (DE) sees inflation coming from supply chain problems… and predicts when that’s going to end. How Foot Locker (FL) made the most of the pandemic and machine learning to improve its bottom line. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 20 May 2022 18:01:41 -0000 full 1 156 Cory Johnson The science behind seamless expense-reporting with Expensify CEO David Barrett’s (EXFY) and how they innovated the industry business model. How Kohl’s (KSS) raises prices and passes along rising costs to their customers. Deere & Company (DE) sees inflation coming from supply chain problems… and predicts when that’s going to end. How Foot Locker (FL) made the most of the pandemic and machine learning to improve its bottom line. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices The science behind seamless expense-reporting with Expensify CEO David Barrett’s (EXFY) and how they innovated the industry business model. How Kohl’s (KSS) raises prices and passes along rising costs to their customers. Deere & Company (DE) sees inflation coming from supply chain problems… and predicts when that’s going to end. How Foot Locker (FL) made the most of the pandemic and machine learning to improve its bottom line. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2049 Ep. 155: VICI Properties CEO Ed Pitionak, Beyond Meat, Roblox, Polaris VICI Properties CEO Ed Pitionak (VICI) explains how he manages a huge chunk of the Las Vegas strip and why casinos can be incredibly resilient in the face of global pandemics.  Beyond Meat (BYND) says it still has enough cash on hand to weather its current, ongoing, situation. Roblox (RBLX) insists its rough months are behind it… but what about getting around Apple privacy blockade? How Polaris (PII) successfully manages its supplier relationships. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 12 May 2022 19:00:48 -0000 full 1 155 Cory Johnson VICI Properties CEO Ed Pitionak (VICI) explains how he manages a huge chunk of the Las Vegas strip and why casinos can be incredibly resilient in the face of global pandemics.  Beyond Meat (BYND) says it still has enough cash on hand to weather its current, ongoing, situation. Roblox (RBLX) insists its rough months are behind it… but what about getting around Apple privacy blockade? How Polaris (PII) successfully manages its supplier relationships. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices VICI Properties CEO Ed Pitionak (VICI) explains how he manages a huge chunk of the Las Vegas strip and why casinos can be incredibly resilient in the face of global pandemics.  Beyond Meat (BYND) says it still has enough cash on hand to weather its current, ongoing, situation. Roblox (RBLX) insists its rough months are behind it… but what about getting around Apple privacy blockade? How Polaris (PII) successfully manages its supplier relationships. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2418 Ep. 154: DICE Therapeutics CEO Kevin Judice, Brunswick, Chegg DICE Therapeutics CEO Kevin Judice, PhD., (DICE), explains the company’s focus on democratizing skin disease therapies. Brunswick (BC) says the business is doing well… but is anyone listening? Chegg (CHGG) sounds the alarm about the current state of higher education in the U.S. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 04 May 2022 01:45:10 -0000 full 1 154 Cory Johnson DICE Therapeutics CEO Kevin Judice, PhD., (DICE), explains the company’s focus on democratizing skin disease therapies. Brunswick (BC) says the business is doing well… but is anyone listening? Chegg (CHGG) sounds the alarm about the current state of higher education in the U.S. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices DICE Therapeutics CEO Kevin Judice, PhD., (DICE), explains the company’s focus on democratizing skin disease therapies. Brunswick (BC) says the business is doing well… but is anyone listening? Chegg (CHGG) sounds the alarm about the current state of higher education in the U.S. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2688 Ep. 153: Riot Blockchain CEO Jason Les (RIOT), HCA Healthcare, Hewlett Packard Enterprise, Marine Products The industrial era for crypto? Riot Blockchain CEO Jason Les (RIOT)’s unique source of cheap power promises a big bump in bitcoin mining. Is HCA Healthcare (HCA) showing the rest of us just where the latest bout of inflation could be permanent? Why Hewlett Packard Enterprise (HPE) expects demand to be strong. Why Marine Products (MPX) may be saying something different from what we are hearing from the market. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 25 Apr 2022 22:26:04 -0000 full 1 153 Cory Johnson The industrial era for crypto? Riot Blockchain CEO Jason Les (RIOT)’s unique source of cheap power promises a big bump in bitcoin mining. Is HCA Healthcare (HCA) showing the rest of us just where the latest bout of inflation could be permanent? Why Hewlett Packard Enterprise (HPE) expects demand to be strong. Why Marine Products (MPX) may be saying something different from what we are hearing from the market. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices The industrial era for crypto? Riot Blockchain CEO Jason Les (RIOT)’s unique source of cheap power promises a big bump in bitcoin mining. Is HCA Healthcare (HCA) showing the rest of us just where the latest bout of inflation could be permanent? Why Hewlett Packard Enterprise (HPE) expects demand to be strong. Why Marine Products (MPX) may be saying something different from what we are hearing from the market. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2542 Ep. 152: SolarWinds CEO Sudhakar Ramakrishna (SWI), American Airlines, C4 Therapeutics, EnLink Midstream SolarWinds CEO Sudhakar Ramakrishna (SWI) weighs in on the current cybersecurity threat from the Kremlin, how his company has evolved since being hacked in 2020 and what SolarWinds is doing to manage an explosion in home-based security concerns for its customers. Why American Airlines (AAL) shares may not reflect the health of its business or the industry at large. Why C4 Therapeutics (CCCC) may change its plan to create a therapy that would encourage cancerous tumors to kill themselves. How EnLink Midstream (ENLC) is quietly benefiting from the expanded drilling for shale oil. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 13 Apr 2022 23:23:27 -0000 full 1 152 Cory Johnson SolarWinds CEO Sudhakar Ramakrishna (SWI) weighs in on the current cybersecurity threat from the Kremlin, how his company has evolved since being hacked in 2020 and what SolarWinds is doing to manage an explosion in home-based security concerns for its customers. Why American Airlines (AAL) shares may not reflect the health of its business or the industry at large. Why C4 Therapeutics (CCCC) may change its plan to create a therapy that would encourage cancerous tumors to kill themselves. How EnLink Midstream (ENLC) is quietly benefiting from the expanded drilling for shale oil. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices SolarWinds CEO Sudhakar Ramakrishna (SWI) weighs in on the current cybersecurity threat from the Kremlin, how his company has evolved since being hacked in 2020 and what SolarWinds is doing to manage an explosion in home-based security concerns for its customers. Why American Airlines (AAL) shares may not reflect the health of its business or the industry at large. Why C4 Therapeutics (CCCC) may change its plan to create a therapy that would encourage cancerous tumors to kill themselves. How EnLink Midstream (ENLC) is quietly benefiting from the expanded drilling for shale oil. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2446 Ep. 151: dLocal COO Sumita Pandit, Blend Labs, Crane, BlackBerry dLocal COO Sumita Pandit (DLO) explains how her fintech connects global merchants to consumers in emerging markets – and covers all aspects of a transaction no matter the local currency. Newly public Blend Labs (BLND) struggles with rising interest rates and stiff cloud competition. Crane (CR) makes a big move to take on Block and other payment companies and to remind investors about the value of the company's various divisions. BlackBerry (BB) insists it has the stuff to be a cybersecurity success… but where are the customers? The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 06 Apr 2022 20:00:00 -0000 full 1 151 Cory Johnson dLocal COO Sumita Pandit (DLO) explains how her fintech connects global merchants to consumers in emerging markets – and covers all aspects of a transaction no matter the local currency. Newly public Blend Labs (BLND) struggles with rising interest rates and stiff cloud competition. Crane (CR) makes a big move to take on Block and other payment companies and to remind investors about the value of the company's various divisions. BlackBerry (BB) insists it has the stuff to be a cybersecurity success… but where are the customers? The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices dLocal COO Sumita Pandit (DLO) explains how her fintech connects global merchants to consumers in emerging markets – and covers all aspects of a transaction no matter the local currency. Newly public Blend Labs (BLND) struggles with rising interest rates and stiff cloud competition. Crane (CR) makes a big move to take on Block and other payment companies and to remind investors about the value of the company's various divisions. BlackBerry (BB) insists it has the stuff to be a cybersecurity success… but where are the customers? The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2051 Ep. 150: Criteo CEO Megan Clarken, Paychex, RH, IGM Biosciences How digital media powerhouse Criteo and its new CEO Megan Clarken (CRTO) are finding ways around the privacy limitations from Apple and Facebook. Fintech heavyweight Paychex (PAYX) finds new lines of business are possible thanks to millions of workers quitting their jobs. Why RH (RH) is blaming Russia for its weak results. What IGM Biosciences (IGMS) needs to do with a lifesaving cash infusion from Sanofi. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 30 Mar 2022 21:56:21 -0000 full 1 150 Cory Johnson How digital media powerhouse Criteo and its new CEO Megan Clarken (CRTO) are finding ways around the privacy limitations from Apple and Facebook. Fintech heavyweight Paychex (PAYX) finds new lines of business are possible thanks to millions of workers quitting their jobs. Why RH (RH) is blaming Russia for its weak results. What IGM Biosciences (IGMS) needs to do with a lifesaving cash infusion from Sanofi. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How digital media powerhouse Criteo and its new CEO Megan Clarken (CRTO) are finding ways around the privacy limitations from Apple and Facebook. Fintech heavyweight Paychex (PAYX) finds new lines of business are possible thanks to millions of workers quitting their jobs. Why RH (RH) is blaming Russia for its weak results. What IGM Biosciences (IGMS) needs to do with a lifesaving cash infusion from Sanofi. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2453 Ep. 149: Legend Biotech (LEGN) CEO Ying Huang, PhD., Helmerich & Payne, U.S. Steel, Brunswick Corporation Legend Biotech CEO Ying Huang, PhD., (LEGN) tells us about the company’s newly approved treatment for a rare and complicated blood cancer and on LEGN’s partnership with Johnson & Johnson. Helmerich & Payne (HP) may see rising demand for rigs as oil companies prepare for an uptick in U.S. production. How U.S. Steel (X) will benefit as some Trump-era tariffs are ended. Brunswick Corporation (BC) throws cold water on the idea that higher gas prices may lead to lower demand for boats. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 24 Mar 2022 17:59:32 -0000 full 1 149 Cory Johnson Legend Biotech CEO Ying Huang, PhD., (LEGN) tells us about the company’s newly approved treatment for a rare and complicated blood cancer and on LEGN’s partnership with Johnson & Johnson. Helmerich & Payne (HP) may see rising demand for rigs as oil companies prepare for an uptick in U.S. production. How U.S. Steel (X) will benefit as some Trump-era tariffs are ended. Brunswick Corporation (BC) throws cold water on the idea that higher gas prices may lead to lower demand for boats. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Legend Biotech CEO Ying Huang, PhD., (LEGN) tells us about the company’s newly approved treatment for a rare and complicated blood cancer and on LEGN’s partnership with Johnson & Johnson. Helmerich & Payne (HP) may see rising demand for rigs as oil companies prepare for an uptick in U.S. production. How U.S. Steel (X) will benefit as some Trump-era tariffs are ended. Brunswick Corporation (BC) throws cold water on the idea that higher gas prices may lead to lower demand for boats. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2541 Ep. 148: WM Technology CEO Chris Beals (MAPS), Jabil, HollyFrontier, KAR Auction Services How Weedmaps plans to become the Amazon and Shopify of cannabis. We talked to WM Technology CEO Chris Beals (MAPS). How contract technology manufacturer Jabil (JBL) seems to be navigating supply chain issues — with a big help from APPLE. HollyFrontier (DINO) moves profitably from refining OIL to refining renewables. How KAR Auction Services (KAR) may have quietly sold you your recent used car. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 16 Mar 2022 21:13:43 -0000 full 1 148 Cory Johnson How Weedmaps plans to become the Amazon and Shopify of cannabis. We talked to WM Technology CEO Chris Beals (MAPS). How contract technology manufacturer Jabil (JBL) seems to be navigating supply chain issues — with a big help from APPLE. HollyFrontier (DINO) moves profitably from refining OIL to refining renewables. How KAR Auction Services (KAR) may have quietly sold you your recent used car. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How Weedmaps plans to become the Amazon and Shopify of cannabis. We talked to WM Technology CEO Chris Beals (MAPS). How contract technology manufacturer Jabil (JBL) seems to be navigating supply chain issues — with a big help from APPLE. HollyFrontier (DINO) moves profitably from refining OIL to refining renewables. How KAR Auction Services (KAR) may have quietly sold you your recent used car. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2940 Ep. 147: ZeroFox CEO James Foster (LNFA), Bumble, Trean Insurance Group and Tidewater. ZeroFox CEO James Foster (LNFA) on crafting a successful SPAC IPO and landing one of the largest and most sensitive government security contracts. Bumble (BMBL) shares the hard facts of just how much love was lost during the pandemic. Despite significant struggles, Trean Insurance Group (TIG) says it has no plans to change its strategy moving forward. How Tidewater (TDW) is building a renewable energy empire across the globe. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 11 Mar 2022 20:01:25 -0000 full 1 147 Cory Johnson ZeroFox CEO James Foster (LNFA) on crafting a successful SPAC IPO and landing one of the largest and most sensitive government security contracts. Bumble (BMBL) shares the hard facts of just how much love was lost during the pandemic. Despite significant struggles, Trean Insurance Group (TIG) says it has no plans to change its strategy moving forward. How Tidewater (TDW) is building a renewable energy empire across the globe. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices ZeroFox CEO James Foster (LNFA) on crafting a successful SPAC IPO and landing one of the largest and most sensitive government security contracts. Bumble (BMBL) shares the hard facts of just how much love was lost during the pandemic. Despite significant struggles, Trean Insurance Group (TIG) says it has no plans to change its strategy moving forward. How Tidewater (TDW) is building a renewable energy empire across the globe. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2750 Ep. 146: Oshkosh CEO John Pfeifer (OSK), Beyond Meat, Opendoor Technologies and Nordstrom (JWN). An exclusive interview with Oshkosh CEO John Pfeifer (OSK) on converting gas powered postal trucks to electric power. Will partnerships with restaurants and fast-food chains rescue Beyond Meat (BYND)? What home-flipper Opendoor Technologies (OPEN) plans to do with its thousands of unsold homes. The steps Nordstrom (JWN) has been taking to improve performance and bring awareness to its brand. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 03 Mar 2022 09:45:31 -0000 full 1 146 Cory Johnson An exclusive interview with Oshkosh CEO John Pfeifer (OSK) on converting gas powered postal trucks to electric power. Will partnerships with restaurants and fast-food chains rescue Beyond Meat (BYND)? What home-flipper Opendoor Technologies (OPEN) plans to do with its thousands of unsold homes. The steps Nordstrom (JWN) has been taking to improve performance and bring awareness to its brand. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices An exclusive interview with Oshkosh CEO John Pfeifer (OSK) on converting gas powered postal trucks to electric power. Will partnerships with restaurants and fast-food chains rescue Beyond Meat (BYND)? What home-flipper Opendoor Technologies (OPEN) plans to do with its thousands of unsold homes. The steps Nordstrom (JWN) has been taking to improve performance and bring awareness to its brand. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2832 Ep. 145: Vera Therapeutics CEO Marshall Fordyce (VERA), CVR Energy, American Axle & Manufacturing Holdings How Vera Therapeutics CEO Marshall Fordyce (VERA) is targeting the source of a rare kidney disease… and the area of clinical research that needs the most innovation. The CEO of CVR Energy (CVI) offers clues that he may be focused on stock gains rather than business gains. Data from American Axle & Manufacturing Holdings (AXL) suggests that Tesla’s days as the electric car leader may be numbered. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 23 Feb 2022 14:00:00 -0000 full 1 145 Cory Johnson How Vera Therapeutics CEO Marshall Fordyce (VERA) is targeting the source of a rare kidney disease… and the area of clinical research that needs the most innovation. The CEO of CVR Energy (CVI) offers clues that he may be focused on stock gains rather than business gains. Data from American Axle & Manufacturing Holdings (AXL) suggests that Tesla’s days as the electric car leader may be numbered. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How Vera Therapeutics CEO Marshall Fordyce (VERA) is targeting the source of a rare kidney disease… and the area of clinical research that needs the most innovation. The CEO of CVR Energy (CVI) offers clues that he may be focused on stock gains rather than business gains. Data from American Axle & Manufacturing Holdings (AXL) suggests that Tesla’s days as the electric car leader may be numbered. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2483 Ep. 144: Absolute Software CEO Christy Wyatt (ABST), ViacomCBS, Devon Energy and Shopify. The cybersecurity company aiming to make devices more resilient and able to self-heal… Absolute Software CEO Christy Wyatt (ABST) is our guest. ViacomCBS (VIAC) attempts to reframe itself as a streaming king… but the way it mishandled the streaming rights to one of the company’s most popular shows is a source of deep concern. How Devon Energy (DVN) emerged a winner throughout the pandemic and why the company isn’t putting much  faith in higher oil costs. Shopify (SHOP) struggles to adjust to a post-pandemic e-commerce landscape… and also wants to know where to find good engineers. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 16 Feb 2022 22:39:45 -0000 full 1 144 Cory Johnson The cybersecurity company aiming to make devices more resilient and able to self-heal… Absolute Software CEO Christy Wyatt (ABST) is our guest. ViacomCBS (VIAC) attempts to reframe itself as a streaming king… but the way it mishandled the streaming rights to one of the company’s most popular shows is a source of deep concern. How Devon Energy (DVN) emerged a winner throughout the pandemic and why the company isn’t putting much  faith in higher oil costs. Shopify (SHOP) struggles to adjust to a post-pandemic e-commerce landscape… and also wants to know where to find good engineers. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices The cybersecurity company aiming to make devices more resilient and able to self-heal… Absolute Software CEO Christy Wyatt (ABST) is our guest. ViacomCBS (VIAC) attempts to reframe itself as a streaming king… but the way it mishandled the streaming rights to one of the company’s most popular shows is a source of deep concern. How Devon Energy (DVN) emerged a winner throughout the pandemic and why the company isn’t putting much  faith in higher oil costs. Shopify (SHOP) struggles to adjust to a post-pandemic e-commerce landscape… and also wants to know where to find good engineers. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2514 Ep. 143: SailPoint CEO Mark McClain (SAIL), New Relic. Pfizer, Chipotle Mexican Grill SailPoint CEO Mark McClain (SAIL) gives details about his novel approach to internet security. Why tech company New Relic (NEWR) is struggling in the face of rising competition and keep its turnaround on track. How Pfizer (PFE) scored its blockbuster quarter… and tells us about a promising new therapy on the horizon. Chipotle Mexican Grill (CMG) keeps its focus on digital sales while trying to manage inflation pressures. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 09 Feb 2022 21:43:14 -0000 full 1 143 Cory Johnson SailPoint CEO Mark McClain (SAIL) gives details about his novel approach to internet security. Why tech company New Relic (NEWR) is struggling in the face of rising competition and keep its turnaround on track. How Pfizer (PFE) scored its blockbuster quarter… and tells us about a promising new therapy on the horizon. Chipotle Mexican Grill (CMG) keeps its focus on digital sales while trying to manage inflation pressures. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices SailPoint CEO Mark McClain (SAIL) gives details about his novel approach to internet security. Why tech company New Relic (NEWR) is struggling in the face of rising competition and keep its turnaround on track. How Pfizer (PFE) scored its blockbuster quarter… and tells us about a promising new therapy on the horizon. Chipotle Mexican Grill (CMG) keeps its focus on digital sales while trying to manage inflation pressures. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2569 Ep. 142: Latch CEO Luke Schoenfelder, Alphabet, Clorox, ConocoPhilips Latch CEO Luke Schoenfelder (LTCH) tells us how he’s using new technology to update the apartment industry. How Alphabet’s (GOOG) smart bidding works… and how its artificial intelligence is helping advertisers. Why Clorox (CLX) may be finding it challenging to pass inflation pressures onto consumers. How ConocoPhillips (COP) is discovering new oil while managing risk. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 03 Feb 2022 23:46:15 -0000 full 1 142 Cory Johnson Latch CEO Luke Schoenfelder (LTCH) tells us how he’s using new technology to update the apartment industry. How Alphabet’s (GOOG) smart bidding works… and how its artificial intelligence is helping advertisers. Why Clorox (CLX) may be finding it challenging to pass inflation pressures onto consumers. How ConocoPhillips (COP) is discovering new oil while managing risk. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Latch CEO Luke Schoenfelder (LTCH) tells us how he’s using new technology to update the apartment industry. How Alphabet’s (GOOG) smart bidding works… and how its artificial intelligence is helping advertisers. Why Clorox (CLX) may be finding it challenging to pass inflation pressures onto consumers. How ConocoPhillips (COP) is discovering new oil while managing risk. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2078 Ep. 141: Axos CEO Greg Garrabrants, Boeing, Intel, Tesla Axos CEO Greg Garrabrants (AX) explains his strategy of making big returns on investments even when the company’s stock faces pressure. What Boeing (BA) is doing with a surplus of inventory. How Intel (INTC) is managing growing chip competition. Why Tesla (TSLA) continues to promise self-driving cars. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 28 Jan 2022 06:08:08 -0000 full 1 141 Cory Johnson Axos CEO Greg Garrabrants (AX) explains his strategy of making big returns on investments even when the company’s stock faces pressure. What Boeing (BA) is doing with a surplus of inventory. How Intel (INTC) is managing growing chip competition. Why Tesla (TSLA) continues to promise self-driving cars. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Axos CEO Greg Garrabrants (AX) explains his strategy of making big returns on investments even when the company’s stock faces pressure. What Boeing (BA) is doing with a surplus of inventory. How Intel (INTC) is managing growing chip competition. Why Tesla (TSLA) continues to promise self-driving cars. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.



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]]> 2102 Ep. 140: Ideanomics CEO Alf Poor, Procter & Gamble, J B Hunt Transport Services, Cardiff Oncology Ideanomics CEO Alf Poor (IDEX) responds to short sellers who accuse the company of fraud. You’ll be surprised what the CEO admits to. Why Procter & Gamble (PG) price increases may be tough on customers, but good for P&G. J B Hunt Transport Services (JBHT) has more business than it can handle. Cardiff Oncology’s (CRDF) colorectal cancer study isn’t liked by the market, but cancer patients digging deeper might see some hope. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 19 Jan 2022 22:38:02 -0000 full 1 140 Cory Johnson Ideanomics CEO Alf Poor (IDEX) responds to short sellers who accuse the company of fraud. You’ll be surprised what the CEO admits to. Why Procter & Gamble (PG) price increases may be tough on customers, but good for P&G. J B Hunt Transport Services (JBHT) has more business than it can handle. Cardiff Oncology’s (CRDF) colorectal cancer study isn’t liked by the market, but cancer patients digging deeper might see some hope. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Ideanomics CEO Alf Poor (IDEX) responds to short sellers who accuse the company of fraud. You’ll be surprised what the CEO admits to. Why Procter & Gamble (PG) price increases may be tough on customers, but good for P&G. J B Hunt Transport Services (JBHT) has more business than it can handle. Cardiff Oncology’s (CRDF) colorectal cancer study isn’t liked by the market, but cancer patients digging deeper might see some hope. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2559 Ep. 139: Inventiva Pharmaceuticals CEO Frederic Cren, Albertsons, Delta Air Lines, Concrete Pumping Holdings Inventiva Pharmaceuticals CEO Frederic Cren (IVA) discusses his possible treatment for a liver disease affecting a huge population of overweight americans. How Albertsons (ACI) is relying on its so-called “loyalty ladder” and an online strategy to push sales higher and keep inflation pressures in check. Why Delta Air Lines (DAL) isn’t sweating the timing of Omicron’s pandemic surge. Concrete Pumping Holdings (BBCP) says commercial construction is making a comeback. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 13 Jan 2022 23:39:39 -0000 full 1 139 Cory Johnson Inventiva Pharmaceuticals CEO Frederic Cren (IVA) discusses his possible treatment for a liver disease affecting a huge population of overweight americans. How Albertsons (ACI) is relying on its so-called “loyalty ladder” and an online strategy to push sales higher and keep inflation pressures in check. Why Delta Air Lines (DAL) isn’t sweating the timing of Omicron’s pandemic surge. Concrete Pumping Holdings (BBCP) says commercial construction is making a comeback. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Inventiva Pharmaceuticals CEO Frederic Cren (IVA) discusses his possible treatment for a liver disease affecting a huge population of overweight americans. How Albertsons (ACI) is relying on its so-called “loyalty ladder” and an online strategy to push sales higher and keep inflation pressures in check. Why Delta Air Lines (DAL) isn’t sweating the timing of Omicron’s pandemic surge. Concrete Pumping Holdings (BBCP) says commercial construction is making a comeback. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 1828 Ep.138: Rocket Lab CEO Peter Beck, FuelCell Energy, Beyond Meat, Nextier Oilfield Solutions How Rocket Lab CEO Peter Beck (RKLB) gives SpaceX a run for its money– quietly launching over 100 satellites with dozens of launches. FuelCell Energy (FCEL) needs a bigger boat. How Beyond Meat (BYND) announces and reannouncesan old deal for a new boost to the stock price. A big bet on green fracking rigs pays off for Nextier Oilfield Solutions (NEX). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 06 Jan 2022 05:21:48 -0000 full 1 138 Cory Johnson How Rocket Lab CEO Peter Beck (RKLB) gives SpaceX a run for its money– quietly launching over 100 satellites with dozens of launches. FuelCell Energy (FCEL) needs a bigger boat. How Beyond Meat (BYND) announces and reannouncesan old deal for a new boost to the stock price. A big bet on green fracking rigs pays off for Nextier Oilfield Solutions (NEX). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How Rocket Lab CEO Peter Beck (RKLB) gives SpaceX a run for its money– quietly launching over 100 satellites with dozens of launches. FuelCell Energy (FCEL) needs a bigger boat. How Beyond Meat (BYND) announces and reannouncesan old deal for a new boost to the stock price. A big bet on green fracking rigs pays off for Nextier Oilfield Solutions (NEX). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2272 Ep.137: Agilent CEO Mike McMullen, Destination XL Group, Builders FirstSource, Yellow Agilent CEO Mike McMullen (A) tells us about the company’s most promising business unit. Destination XL Group (DXLG) shows retailers how to make a comeback during a pandemic… especially when waistlines expand. Builders FirstSource (BLDR) pre-fabs its way to success in 2021 and makes the best of supply chain hurdles. The innovative long-term turnaround strategy employed by Yellow (YELL). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 31 Dec 2021 08:00:00 -0000 full 1 137 Cory Johnson Agilent CEO Mike McMullen (A) tells us about the company’s most promising business unit. Destination XL Group (DXLG) shows retailers how to make a comeback during a pandemic… especially when waistlines expand. Builders FirstSource (BLDR) pre-fabs its way to success in 2021 and makes the best of supply chain hurdles. The innovative long-term turnaround strategy employed by Yellow (YELL). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Agilent CEO Mike McMullen (A) tells us about the company’s most promising business unit. Destination XL Group (DXLG) shows retailers how to make a comeback during a pandemic… especially when waistlines expand. Builders FirstSource (BLDR) pre-fabs its way to success in 2021 and makes the best of supply chain hurdles. The innovative long-term turnaround strategy employed by Yellow (YELL). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2302 Ep. 136: Hain Celestial CEO Mark Schiller, Lennar, Rite Aid, Paychex Hain Celestial CEO Mark Schiller (HAIN) explains how the pandemic is changing our eating habits. Lennar (LEN) shares its view of the housing market in 2022. How Rite Aid (RAD) is preparing for COVID to be with us for a long time. Paychex (PAYX) explains why inflation is good. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 23 Dec 2021 22:42:39 -0000 full 1 136 Cory Johnson Hain Celestial CEO Mark Schiller (HAIN) explains how the pandemic is changing our eating habits. Lennar (LEN) shares its view of the housing market in 2022. How Rite Aid (RAD) is preparing for COVID to be with us for a long time. Paychex (PAYX) explains why inflation is good. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Hain Celestial CEO Mark Schiller (HAIN) explains how the pandemic is changing our eating habits. Lennar (LEN) shares its view of the housing market in 2022. How Rite Aid (RAD) is preparing for COVID to be with us for a long time. Paychex (PAYX) explains why inflation is good. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2233 Ep. 135: IDACORP CEO Lisa Grow, Lowe’s, Invitation Homes, Sportsman's Warehouse IDACORP CEO Lisa Grow (IDA) explains why she believes clean energy and combating climate change requires power companies. Lowe’s (LOW) finds that retail, like politics, is local. The largest renter of single family homes in the country, Invitation Homes (INVH), gives us a unique perspective on inflation. Sportsman's Warehouse (SPWH) gives us clues as to how gun sales have performed during the Biden Administration. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 16 Dec 2021 22:42:08 -0000 full 1 135 Cory Johnson IDACORP CEO Lisa Grow (IDA) explains why she believes clean energy and combating climate change requires power companies. Lowe’s (LOW) finds that retail, like politics, is local. The largest renter of single family homes in the country, Invitation Homes (INVH), gives us a unique perspective on inflation. Sportsman's Warehouse (SPWH) gives us clues as to how gun sales have performed during the Biden Administration. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices IDACORP CEO Lisa Grow (IDA) explains why she believes clean energy and combating climate change requires power companies. Lowe’s (LOW) finds that retail, like politics, is local. The largest renter of single family homes in the country, Invitation Homes (INVH), gives us a unique perspective on inflation. Sportsman's Warehouse (SPWH) gives us clues as to how gun sales have performed during the Biden Administration. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.



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]]> 2297 Ep. 134: Lottery.com CEO Tony DiMatteo, Hershey, Cenovus Energy, StitchFix Why have Lottery.com shares collapsed since its SPAC IPO? $LTRY CEO Tony DiMatteo defends the company. Hershey (HSY) finds its e-commerce footing during the pandemic -- it’s all about Pirate Booty! Hear how President Biden’s net-zero pledge could help oil sands producer Cenovus Energy (CVE). New strategies blow up in the face of the new StitchFix (SFIX) CEO Elizabeth Spaulding. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 08 Dec 2021 22:25:48 -0000 full 1 134 Cory Johnson Why have Lottery.com shares collapsed since its SPAC IPO? $LTRY CEO Tony DiMatteo defends the company. Hershey (HSY) finds its e-commerce footing during the pandemic -- it’s all about Pirate Booty! Hear how President Biden’s net-zero pledge could help oil sands producer Cenovus Energy (CVE). New strategies blow up in the face of the new StitchFix (SFIX) CEO Elizabeth Spaulding. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Why have Lottery.com shares collapsed since its SPAC IPO? $LTRY CEO Tony DiMatteo defends the company. Hershey (HSY) finds its e-commerce footing during the pandemic -- it’s all about Pirate Booty! Hear how President Biden’s net-zero pledge could help oil sands producer Cenovus Energy (CVE). New strategies blow up in the face of the new StitchFix (SFIX) CEO Elizabeth Spaulding. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2539 Ep. 133: BigCommerce CEO Brent Bellm, Alibaba, Autodesk, Prologis Why BigCommerce CEO Brent Bellm (BIGC) believes he has a smarter way to do e-commerce. Behind the incredible downward trajectory of one of the world’s biggest e-commerce companies, Alibaba (BABA). Autodesk (ADSK) offers a peek into why supply chain issues affect the sales of digital software. Prologis (PLD) gives us their unique take on building supply chain issues. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 01 Dec 2021 22:51:50 -0000 full 1 133 Cory Johnson Why BigCommerce CEO Brent Bellm (BIGC) believes he has a smarter way to do e-commerce. Behind the incredible downward trajectory of one of the world’s biggest e-commerce companies, Alibaba (BABA). Autodesk (ADSK) offers a peek into why supply chain issues affect the sales of digital software. Prologis (PLD) gives us their unique take on building supply chain issues. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Why BigCommerce CEO Brent Bellm (BIGC) believes he has a smarter way to do e-commerce. Behind the incredible downward trajectory of one of the world’s biggest e-commerce companies, Alibaba (BABA). Autodesk (ADSK) offers a peek into why supply chain issues affect the sales of digital software. Prologis (PLD) gives us their unique take on building supply chain issues. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.



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]]> 1946 Ep. 132: Planet Labs CEO Will Marshall, Peloton Interactive, Anaplan, Eargo Planet Labs CEO Will Marshall explains how machine learning powered software and hundreds of powerful satellites will bring profits back to earth. And the turkeys of the stock market, struggling Peloton Interactive (PTON), Anaplan (PLAN) without a plan and Eargo (EAR) the hearing aid maker fighting off a criminal insurance fraud investigation. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 25 Nov 2021 00:25:00 -0000 full 1 132 Cory Johnson Planet Labs CEO Will Marshall explains how machine learning powered software and hundreds of powerful satellites will bring profits back to earth. And the turkeys of the stock market, struggling Peloton Interactive (PTON), Anaplan (PLAN) without a plan and Eargo (EAR) the hearing aid maker fighting off a criminal insurance fraud investigation. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Planet Labs CEO Will Marshall explains how machine learning powered software and hundreds of powerful satellites will bring profits back to earth. And the turkeys of the stock market, struggling Peloton Interactive (PTON), Anaplan (PLAN) without a plan and Eargo (EAR) the hearing aid maker fighting off a criminal insurance fraud investigation. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2543 Ep. 131: 3D Systems CEO Dr. Jeffrey Graves, TJX Companies, StoneCo, Visa, Amazon How 3D Systems CEO Dr. Jeffrey Graves (DDD) is rebooting the company. TJX Companies (TJX) manages rising wages and supply chain costs. Warren Buffett’s favorite fintech, StoneCo (STNE), collapses amid stories of Chinese hacking, an FBI raid and Brazilian credit fraud. Tension between Visa (VISA) and Amazon (AMZN). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 18 Nov 2021 13:00:00 -0000 full 1 131 Cory Johnson How 3D Systems CEO Dr. Jeffrey Graves (DDD) is rebooting the company. TJX Companies (TJX) manages rising wages and supply chain costs. Warren Buffett’s favorite fintech, StoneCo (STNE), collapses amid stories of Chinese hacking, an FBI raid and Brazilian credit fraud. Tension between Visa (VISA) and Amazon (AMZN). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How 3D Systems CEO Dr. Jeffrey Graves (DDD) is rebooting the company. TJX Companies (TJX) manages rising wages and supply chain costs. Warren Buffett’s favorite fintech, StoneCo (STNE), collapses amid stories of Chinese hacking, an FBI raid and Brazilian credit fraud. Tension between Visa (VISA) and Amazon (AMZN). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2268 Ep. 130: Wejo CEO Richard Barlow, Codexis, Bill.com, Confluent Wejo CEO Richard Barlow explains why he believes the future of transport is in data. As Codexis (CDXS) sees its biofuels business crash… the company finds a potential COVID cure in the ashes. Bill.com (BILL) sees spectacular growth with its more recent acquisition. How big-data company Confluent (CFLT) is innovating inventory management. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 10 Nov 2021 21:15:00 -0000 full 1 130 Cory Johnson Wejo CEO Richard Barlow explains why he believes the future of transport is in data. As Codexis (CDXS) sees its biofuels business crash… the company finds a potential COVID cure in the ashes. Bill.com (BILL) sees spectacular growth with its more recent acquisition. How big-data company Confluent (CFLT) is innovating inventory management. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wejo CEO Richard Barlow explains why he believes the future of transport is in data. As Codexis (CDXS) sees its biofuels business crash… the company finds a potential COVID cure in the ashes. Bill.com (BILL) sees spectacular growth with its more recent acquisition. How big-data company Confluent (CFLT) is innovating inventory management. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 1627 Ep. 129: Engine Media CEO Lou Schwartz and Executive Chairman Tom Rogers, Criteo, Mondelez International, Irhythm Technologies Engine Media CEO Lou Schwartz and Executive Chairman Tom Rogers (GAME). How digital marketing company Criteo (CRTO) avoided the fate of other online media companies. Mondelez International’s (MDLZ) winning strategy around raising prices. Irhythm Technologies (IRTC) got crushed by Federal bureaucrats earlier in the year… now it fights its way back. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 03 Nov 2021 22:02:35 -0000 full 1 129 Cory Johnson Engine Media CEO Lou Schwartz and Executive Chairman Tom Rogers (GAME). How digital marketing company Criteo (CRTO) avoided the fate of other online media companies. Mondelez International’s (MDLZ) winning strategy around raising prices. Irhythm Technologies (IRTC) got crushed by Federal bureaucrats earlier in the year… now it fights its way back. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Engine Media CEO Lou Schwartz and Executive Chairman Tom Rogers (GAME). How digital marketing company Criteo (CRTO) avoided the fate of other online media companies. Mondelez International’s (MDLZ) winning strategy around raising prices. Irhythm Technologies (IRTC) got crushed by Federal bureaucrats earlier in the year… now it fights its way back. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 1896 Ep. 128: dMY Technology CEO Niccolo de Masi, Zendesk, United States Steel, Lendingtree, Evergrande What makes a good SPAC with dMY’s CEO Niccolo de Masi. Why a mega-merger from Zendesk (ZEN) looks ridiculous. United States Steel (X) plots its future by hiring talent from outside the steel industry. Lendingtree (TREE) soars despite a surge in car crashes. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 29 Oct 2021 21:44:21 -0000 full 1 128 Cory Johnson What makes a good SPAC with dMY’s CEO Niccolo de Masi. Why a mega-merger from Zendesk (ZEN) looks ridiculous. United States Steel (X) plots its future by hiring talent from outside the steel industry. Lendingtree (TREE) soars despite a surge in car crashes. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices What makes a good SPAC with dMY’s CEO Niccolo de Masi. Why a mega-merger from Zendesk (ZEN) looks ridiculous. United States Steel (X) plots its future by hiring talent from outside the steel industry. Lendingtree (TREE) soars despite a surge in car crashes. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2490 Ep. 127: MannKind CEO Michael Castagna, Ultra Clean Holdings, LendingClub, Proto Labs, Facebook, Activision Blizzard How MannKind CEO Michael Castagna (MNKD) is managing disappointing news from the FDA and staying focused on its goal of making hyper-personalized therapies. Ultra Clean Holdings (UCTT) sees an end to the global chip shortage. LendingClub (LC) focus on loan originations sees a big payoff. Why Proto Labs (PRLB) may be failing to course correct despite months of effort. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 29 Oct 2021 20:59:56 -0000 full 1 127 Cory Johnson How MannKind CEO Michael Castagna (MNKD) is managing disappointing news from the FDA and staying focused on its goal of making hyper-personalized therapies. Ultra Clean Holdings (UCTT) sees an end to the global chip shortage. LendingClub (LC) focus on loan originations sees a big payoff. Why Proto Labs (PRLB) may be failing to course correct despite months of effort. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How MannKind CEO Michael Castagna (MNKD) is managing disappointing news from the FDA and staying focused on its goal of making hyper-personalized therapies. Ultra Clean Holdings (UCTT) sees an end to the global chip shortage. LendingClub (LC) focus on loan originations sees a big payoff. Why Proto Labs (PRLB) may be failing to course correct despite months of effort. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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]]> 2277 Ep. 126: Arcturus Therapeutics CEO Joseph Payne, Spotify, Rollins, Robinhood Markets Could Arcturus Therapeutics CEO Joseph Payne (ARCT) have a new COVID-19 vaccine and get to market through a trial in VIETNAM? Spotify (SPOT) rides, what else, podcasts to explosive growth. Rollins (ROL) juggles the concepts of organic growth versus acquired growth. Did Robinhood (HOOD) fool us all with exaggerated crypto-trading right before the IPO? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 27 Oct 2021 22:35:27 -0000 full 1 126 Cory Johnson Could Arcturus Therapeutics CEO Joseph Payne (ARCT) have a new COVID-19 vaccine and get to market through a trial in VIETNAM? Spotify (SPOT) rides, what else, podcasts to explosive growth. Rollins (ROL) juggles the concepts of organic growth versus acquired growth. Did Robinhood (HOOD) fool us all with exaggerated crypto-trading right before the IPO? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Could Arcturus Therapeutics CEO Joseph Payne (ARCT) have a new COVID-19 vaccine and get to market through a trial in VIETNAM? Spotify (SPOT) rides, what else, podcasts to explosive growth. Rollins (ROL) juggles the concepts of organic growth versus acquired growth. Did Robinhood (HOOD) fool us all with exaggerated crypto-trading right before the IPO? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2021 Ep. 125: HIVE Blockchain Technologies CEO Frank Holmes, Bitcoin, Ethereum, Facebook, Lockheed Martin, Polaris HIVE Blockchain Technologies CEO Frank Holmes (HIVE) tells us how he created the giant cryptocurrency miner. The numbers don’t lie… and the numbers show how Facebook (FB) keeps growing despite the challenging headlines. Lockheed Martin (LMT) claps back after being accused of running a rudderless ship. Polaris (PII) has supply chain problems…. but the company may see a light at the end of the tunnel. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 26 Oct 2021 20:29:35 -0000 full 1 125 Cory Johnson HIVE Blockchain Technologies CEO Frank Holmes (HIVE) tells us how he created the giant cryptocurrency miner. The numbers don’t lie… and the numbers show how Facebook (FB) keeps growing despite the challenging headlines. Lockheed Martin (LMT) claps back after being accused of running a rudderless ship. Polaris (PII) has supply chain problems…. but the company may see a light at the end of the tunnel. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices HIVE Blockchain Technologies CEO Frank Holmes (HIVE) tells us how he created the giant cryptocurrency miner. The numbers don’t lie… and the numbers show how Facebook (FB) keeps growing despite the challenging headlines. Lockheed Martin (LMT) claps back after being accused of running a rudderless ship. Polaris (PII) has supply chain problems…. but the company may see a light at the end of the tunnel. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2153 Ep. 124: Karooooo CEO Zak Calisto, Tesla, Vroom, Guardant Health, Beyond Meat How Karooooo CEO Zak Calisto (KARO) monitors vehicle fleets and uses software to fight crime in Africa. Guardant Health (GH) shows positive results for a groundbreaking blood test for a type of cancer. How Vroom (VRM) manages the struggle of selling cars online. Beyond Meat (BYND) is reminded that the numbers don’t lie. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 25 Oct 2021 21:15:09 -0000 full 1 121 Cory Johnson How Karooooo CEO Zak Calisto (KARO) monitors vehicle fleets and uses software to fight crime in Africa. Guardant Health (GH) shows positive results for a groundbreaking blood test for a type of cancer. How Vroom (VRM) manages the struggle of selling cars online. Beyond Meat (BYND) is reminded that the numbers don’t lie. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How Karooooo CEO Zak Calisto (KARO) monitors vehicle fleets and uses software to fight crime in Africa. Guardant Health (GH) shows positive results for a groundbreaking blood test for a type of cancer. How Vroom (VRM) manages the struggle of selling cars online. Beyond Meat (BYND) is reminded that the numbers don’t lie. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 1949 Ep. 123: Montrose Environmental CEO Vijay Manthripragada, Boston Beer vs. SNL, Whirlpool inflation and Snap vs. Apple. What Saturday Night Live taught us about the hard seltzer business ($BOS). Montrose Environmental’s CEO sees dollars in environmental cleanup ($MEG). Whirlpool sees the worst inflation in 22 years ($WHL). And are problems at $SNAP problems for all of us, problems for advertisers or a sign of Apple’s success at protecting customer privacy. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 22 Oct 2021 22:21:23 -0000 full 1 123 Cory Johnson What Saturday Night Live taught us about the hard seltzer business ($BOS). Montrose Environmental’s CEO sees dollars in environmental cleanup ($MEG). Whirlpool sees the worst inflation in 22 years ($WHL). And are problems at $SNAP problems for all of us, problems for advertisers or a sign of Apple’s success at protecting customer privacy. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices What Saturday Night Live taught us about the hard seltzer business ($BOS). Montrose Environmental’s CEO sees dollars in environmental cleanup ($MEG). Whirlpool sees the worst inflation in 22 years ($WHL). And are problems at $SNAP problems for all of us, problems for advertisers or a sign of Apple’s success at protecting customer privacy. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.



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]]> 2195 Ep. 122: Tesla accounting, Adaptive Biotech’s cancer blood test, IBM and AutoNation A blood test for cancer? Adaptive Biotech founders Chad and Harlan Robins explain. (Yes, they’re brothers!) (ADPT)  Tesla’s novel accounting treatment for non-existent Full Self Driving Cars (TSLA). AutoNation says car shortages will persist through 2023 (AN). The Incredible Shrinking IBM. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 21 Oct 2021 22:14:56 -0000 full 1 122 Cory Johnson A blood test for cancer? Adaptive Biotech founders Chad and Harlan Robins explain. (Yes, they’re brothers!) (ADPT)  Tesla’s novel accounting treatment for non-existent Full Self Driving Cars (TSLA). AutoNation says car shortages will persist through 2023 (AN). The Incredible Shrinking IBM. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices A blood test for cancer? Adaptive Biotech founders Chad and Harlan Robins explain. (Yes, they’re brothers!) (ADPT)  Tesla’s novel accounting treatment for non-existent Full Self Driving Cars (TSLA). AutoNation says car shortages will persist through 2023 (AN). The Incredible Shrinking IBM. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2889 Ep. 121: Crapware no more w. Perion Networks, Ulta Beauty, Baker Hughes, breast cancer cure w. Radius Health Crapware no more! Perion Networks embarks on an era of, imagine this, useful software with CEO Doron Gerstel (PERI). Ulta Beauty paints a pretty picture of targeting customers digitally in physical stores. Baker Hughes, an oil services giant, felled by the semiconductor supply chain failure (BKR). And a primer on breast cancer and a promising treatment for some genetically unique forms of breast cancer from Radius Health (RDUS). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 20 Oct 2021 22:12:11 -0000 full 1 121 Cory Johnson Crapware no more! Perion Networks embarks on an era of, imagine this, useful software with CEO Doron Gerstel (PERI). Ulta Beauty paints a pretty picture of targeting customers digitally in physical stores. Baker Hughes, an oil services giant, felled by the semiconductor supply chain failure (BKR). And a primer on breast cancer and a promising treatment for some genetically unique forms of breast cancer from Radius Health (RDUS). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Crapware no more! Perion Networks embarks on an era of, imagine this, useful software with CEO Doron Gerstel (PERI). Ulta Beauty paints a pretty picture of targeting customers digitally in physical stores. Baker Hughes, an oil services giant, felled by the semiconductor supply chain failure (BKR). And a primer on breast cancer and a promising treatment for some genetically unique forms of breast cancer from Radius Health (RDUS). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.


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]]> 2337 Ep. 120: Progress Software CEO Yogesh Gupta, Johnson & Johnson, EverQuote, Canadian National Railway, Coinbase What a tech company looks like when acquisitions are central to its business model. Progress Software CEO Yogesh Gupta (PRGS) explains his M&A mindset. Johnson & Johnson (JNJ) reports relatively COVID sales -- we’ll tell you why that doesn’t matter. Online insurance marketplace EverQuote (EVER) struggles with challenges in the auto insurance market. Canadian National Railway (CNI) responds to activist investors. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 19 Oct 2021 22:45:48 -0000 full 1 120 Cory Johnson What a tech company looks like when acquisitions are central to its business model. Progress Software CEO Yogesh Gupta (PRGS) explains his M&A mindset. Johnson & Johnson (JNJ) reports relatively COVID sales -- we’ll tell you why that doesn’t matter. Online insurance marketplace EverQuote (EVER) struggles with challenges in the auto insurance market. Canadian National Railway (CNI) responds to activist investors. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices What a tech company looks like when acquisitions are central to its business model. Progress Software CEO Yogesh Gupta (PRGS) explains his M&A mindset. Johnson & Johnson (JNJ) reports relatively COVID sales -- we’ll tell you why that doesn’t matter. Online insurance marketplace EverQuote (EVER) struggles with challenges in the auto insurance market. Canadian National Railway (CNI) responds to activist investors. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2168 Ep. 119: ChromaDex CEO Rob Fried, Zillow, Albertsons, Latham Group Benjamin Button in a bottle? ChromaDex CEO Rob Fried (CDXC) says he has a pill that can reverse aging, from the LD Micro Conference. Zillow (Z) finds that flipping houses in a bull market isn’t as easy as it looked. How to raise prices on the sly: a lesson from Albertsons (ACI). Latham Group (SWIM) on the hunt for acquisition targets. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 18 Oct 2021 22:19:09 -0000 full 1 119 Cory Johnson Benjamin Button in a bottle? ChromaDex CEO Rob Fried (CDXC) says he has a pill that can reverse aging, from the LD Micro Conference. Zillow (Z) finds that flipping houses in a bull market isn’t as easy as it looked. How to raise prices on the sly: a lesson from Albertsons (ACI). Latham Group (SWIM) on the hunt for acquisition targets. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Benjamin Button in a bottle? ChromaDex CEO Rob Fried (CDXC) says he has a pill that can reverse aging, from the LD Micro Conference. Zillow (Z) finds that flipping houses in a bull market isn’t as easy as it looked. How to raise prices on the sly: a lesson from Albertsons (ACI). Latham Group (SWIM) on the hunt for acquisition targets. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2000 Ep. 118: IDT CEO Shmuel Jonas, JPMorgan, Goldman Sachs, Duck Creek Technologies, Catchmark Timber Trust, Bitcoin IDT finds telecommunications gold dealing with customers other companies just don’t understand. (IDT) CEO Shmuel Jonas sits down with us from the LD Micro Conference. NPR journalists say consumers have rising credit problems. But what does JPMorgan Chase (JPM) say? Software provider Duck Creek Technologies (DCT) struggles to find its footing and the company’s guidance sparks a few questions. Catchmark Timber Trust (CTT) demonstrates how not to make an exit from a bad business deal. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 15 Oct 2021 22:10:55 -0000 full 1 118 Cory Johnson IDT finds telecommunications gold dealing with customers other companies just don’t understand. (IDT) CEO Shmuel Jonas sits down with us from the LD Micro Conference. NPR journalists say consumers have rising credit problems. But what does JPMorgan Chase (JPM) say? Software provider Duck Creek Technologies (DCT) struggles to find its footing and the company’s guidance sparks a few questions. Catchmark Timber Trust (CTT) demonstrates how not to make an exit from a bad business deal. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices IDT finds telecommunications gold dealing with customers other companies just don’t understand. (IDT) CEO Shmuel Jonas sits down with us from the LD Micro Conference. NPR journalists say consumers have rising credit problems. But what does JPMorgan Chase (JPM) say? Software provider Duck Creek Technologies (DCT) struggles to find its footing and the company’s guidance sparks a few questions. Catchmark Timber Trust (CTT) demonstrates how not to make an exit from a bad business deal. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2234 Ep. 117: Strip joint operator RCI Hospitality CEO Eric Langan, Coinbase, Macy’s, Boeing, Plug Power, Caterpillar, Del Taco The business of strip clubs with RCI Hospitality CEO Eric Langan (RICK) from the LD Micro Conference. We talk about avoiding fraud, hiring strippers, steering clear of organized crime, “family themed” bikini-clad waitresses and private jets. Also, the high stakes of hydrogen fuel-cell company Plug Power’s (PLUG) talks acquisitions and hiring in upstate New York. And Caterpillar’s (CAT) big bet on autonomous and electric trucks. Del Taco (TACO) says California’s new minimum wage is pushing up wages everywhere. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 14 Oct 2021 23:07:41 -0000 full 1 117 Cory Johnson The business of strip clubs with RCI Hospitality CEO Eric Langan (RICK) from the LD Micro Conference. We talk about avoiding fraud, hiring strippers, steering clear of organized crime, “family themed” bikini-clad waitresses and private jets. Also, the high stakes of hydrogen fuel-cell company Plug Power’s (PLUG) talks acquisitions and hiring in upstate New York. And Caterpillar’s (CAT) big bet on autonomous and electric trucks. Del Taco (TACO) says California’s new minimum wage is pushing up wages everywhere. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices The business of strip clubs with RCI Hospitality CEO Eric Langan (RICK) from the LD Micro Conference. We talk about avoiding fraud, hiring strippers, steering clear of organized crime, “family themed” bikini-clad waitresses and private jets. Also, the high stakes of hydrogen fuel-cell company Plug Power’s (PLUG) talks acquisitions and hiring in upstate New York. And Caterpillar’s (CAT) big bet on autonomous and electric trucks. Del Taco (TACO) says California’s new minimum wage is pushing up wages everywhere. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2140 Ep. 116: Lightwave Logic CEO Dr. Michael Lebby, Lincoln Park, Delta Air Lines, Apple, Berkeley Lights, Alitalia Can Lightwave Logic actually transmit data at higher speeds with less power? And how long has financier Lincoln Park been its benefactor? We discuss with CEO Dr. Michael Lebby (LWLG). Rising labor fuel costs and collapsing productivity causes turbulence for Delta Air Lines (DAL). Apple’s (AAPL) news about chip shortages might not have been news at all. A short seller circles Berkeley Lights (BLI). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 14 Oct 2021 01:55:03 -0000 full 1 116 Cory Johnson Can Lightwave Logic actually transmit data at higher speeds with less power? And how long has financier Lincoln Park been its benefactor? We discuss with CEO Dr. Michael Lebby (LWLG). Rising labor fuel costs and collapsing productivity causes turbulence for Delta Air Lines (DAL). Apple’s (AAPL) news about chip shortages might not have been news at all. A short seller circles Berkeley Lights (BLI). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Can Lightwave Logic actually transmit data at higher speeds with less power? And how long has financier Lincoln Park been its benefactor? We discuss with CEO Dr. Michael Lebby (LWLG). Rising labor fuel costs and collapsing productivity causes turbulence for Delta Air Lines (DAL). Apple’s (AAPL) news about chip shortages might not have been news at all. A short seller circles Berkeley Lights (BLI). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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

]]> 1869 Ep. 115: Newtek Business Services CEO Barry Sloane, MaxLinear, MGM Resorts International, Valvoline, General Motors Newtek Business Services (NEWT) buys a bank and transforms the company -- and the shareholder base. An interview with CEO Barry Sloane from the LD Micro Conference in Los Angeles. Short sellers go after MaxLinear (MXL) and its now-controversial acquisition strategy? MGM sees that the NFL is driving online sports betting -- but iGaming could be even bigger. Why Valvoline (VVV) is separating its two business segments and synthetic oil is driving higher tickets. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 12 Oct 2021 22:07:25 -0000 full 1 115 Cory Johnson Newtek Business Services (NEWT) buys a bank and transforms the company -- and the shareholder base. An interview with CEO Barry Sloane from the LD Micro Conference in Los Angeles. Short sellers go after MaxLinear (MXL) and its now-controversial acquisition strategy? MGM sees that the NFL is driving online sports betting -- but iGaming could be even bigger. Why Valvoline (VVV) is separating its two business segments and synthetic oil is driving higher tickets. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Newtek Business Services (NEWT) buys a bank and transforms the company -- and the shareholder base. An interview with CEO Barry Sloane from the LD Micro Conference in Los Angeles. Short sellers go after MaxLinear (MXL) and its now-controversial acquisition strategy? MGM sees that the NFL is driving online sports betting -- but iGaming could be even bigger. Why Valvoline (VVV) is separating its two business segments and synthetic oil is driving higher tickets. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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

]]> 1819 Ep. 114: Zscaler CEO Jay Chaudhry, New Fortress Energy, Aspen Technology, Protagonist Therapeutics, Southwest Airlines, Amazon Is the Biden administration really putting their money where their mouth is on cybersecurity? A report card from Zscaler CEO Jay Chaudhry (ZS). How surging gas prices are strangely helping New Fortress Energy (NFE). Emerson Electric hopes a software merger with Aspen Technology (AZPN) will transform an old industrial business. Protagonist Therapeutics (PTGX) celebrates after the FDA lifts a clinical hold on its experimental cancer drug. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 11 Oct 2021 22:49:03 -0000 full 1 114 Cory Johnson Is the Biden administration really putting their money where their mouth is on cybersecurity? A report card from Zscaler CEO Jay Chaudhry (ZS). How surging gas prices are strangely helping New Fortress Energy (NFE). Emerson Electric hopes a software merger with Aspen Technology (AZPN) will transform an old industrial business. Protagonist Therapeutics (PTGX) celebrates after the FDA lifts a clinical hold on its experimental cancer drug. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Is the Biden administration really putting their money where their mouth is on cybersecurity? A report card from Zscaler CEO Jay Chaudhry (ZS). How surging gas prices are strangely helping New Fortress Energy (NFE). Emerson Electric hopes a software merger with Aspen Technology (AZPN) will transform an old industrial business. Protagonist Therapeutics (PTGX) celebrates after the FDA lifts a clinical hold on its experimental cancer drug. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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

]]> 1831 Ep. 113: Open Lending with Villere portfolio manager Lamar Villere, ChemoCentryx, Allogene Therapeutics, Opendoor Technologies, Facebook Better cheaper auto loans through Open Lending (LPRO)?  We drill down with portfolio manager Lamar Villere. Biotech ChemoCentryx (CCXI) gets a shocking FDA approval for its vasculitis drug. Meanwhile, cancer patients get heart breaking news from the FDA halting once-hopeful trials from Allogene Therapeutics (ALLO). Opendoor  Technologies (OPEN) rearms its war chest with $9 billion to buy houses. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 08 Oct 2021 21:57:07 -0000 full 1 113 Cory Johnson Better cheaper auto loans through Open Lending (LPRO)?  We drill down with portfolio manager Lamar Villere. Biotech ChemoCentryx (CCXI) gets a shocking FDA approval for its vasculitis drug. Meanwhile, cancer patients get heart breaking news from the FDA halting once-hopeful trials from Allogene Therapeutics (ALLO). Opendoor  Technologies (OPEN) rearms its war chest with $9 billion to buy houses. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Better cheaper auto loans through Open Lending (LPRO)?  We drill down with portfolio manager Lamar Villere. Biotech ChemoCentryx (CCXI) gets a shocking FDA approval for its vasculitis drug. Meanwhile, cancer patients get heart breaking news from the FDA halting once-hopeful trials from Allogene Therapeutics (ALLO). Opendoor  Technologies (OPEN) rearms its war chest with $9 billion to buy houses. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 1978 Ep. 112: TransMedics with Changebridge Capital CIO Ross Klein, Resources Connection, Kellogg, Lamb Weston Holdings, United Airlines How TransMedics (TMDX) is using technology to improve its thermos and transplant business. Changebridge Capital CIO Ross Klein drills down on the company. Resources Connection (RGP) shows how business consulting can be good business. Kellogg (K) workers go on strike demanding higher wages amidst a surge in cereal sales. Lamb Weston Holdings (LW) finds out potatoes are not immune to inflation pressures. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 07 Oct 2021 21:53:32 -0000 full 1 112 Cory Johnson How TransMedics (TMDX) is using technology to improve its thermos and transplant business. Changebridge Capital CIO Ross Klein drills down on the company. Resources Connection (RGP) shows how business consulting can be good business. Kellogg (K) workers go on strike demanding higher wages amidst a surge in cereal sales. Lamb Weston Holdings (LW) finds out potatoes are not immune to inflation pressures. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How TransMedics (TMDX) is using technology to improve its thermos and transplant business. Changebridge Capital CIO Ross Klein drills down on the company. Resources Connection (RGP) shows how business consulting can be good business. Kellogg (K) workers go on strike demanding higher wages amidst a surge in cereal sales. Lamb Weston Holdings (LW) finds out potatoes are not immune to inflation pressures. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 1832 Ep. 111: Flotek CEO John Gibson, Facebook, Twitch, Acuity Brands, Takeda Pharmaceutical, Noodles & Co Oil and gas executives may say they care about the environment. But, what about oil and gas workers? We get the inside story from Flotek CEO John Gibson (FTK). Acuity Brands (AYI) shares the latest in a litany of shipping woes… and also worries about power outages in China. Takeda Pharmaceutical (TAK) faces challenges with what was once a promising therapy. Noodles & Co (NDLS) gives us insights into the business model behind ghost kitchens. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 06 Oct 2021 20:32:51 -0000 full 1 101 Cory Johnson Oil and gas executives may say they care about the environment. But, what about oil and gas workers? We get the inside story from Flotek CEO John Gibson (FTK). Acuity Brands (AYI) shares the latest in a litany of shipping woes… and also worries about power outages in China. Takeda Pharmaceutical (TAK) faces challenges with what was once a promising therapy. Noodles & Co (NDLS) gives us insights into the business model behind ghost kitchens. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Oil and gas executives may say they care about the environment. But, what about oil and gas workers? We get the inside story from Flotek CEO John Gibson (FTK). Acuity Brands (AYI) shares the latest in a litany of shipping woes… and also worries about power outages in China. Takeda Pharmaceutical (TAK) faces challenges with what was once a promising therapy. Noodles & Co (NDLS) gives us insights into the business model behind ghost kitchens. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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

]]> 2287 Ep. 110: Diebold Nixdorf with Zeo Capital's Marcus Moore, Unity Software, Braemar Hotels & Resorts, MarineMax, Visa, Apple Even ATM-sales took a hit during COVID, but are they back? We talk Diebold Nixdorf (DBD) with Zeo Capital's Marcus Moore. How Unity Software (U) is expanding on its video-game business and 3D gaming to a multiverse for... Walgreens. The return of the pandemic forces Braemar Hotels & Resorts (BHR) to adjust its expectations. Boating retailer MarineMax (HZO) gets a bigger boat… in fact, a lot of them. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 05 Oct 2021 21:19:42 -0000 Ep. 110: Diebold Nixdorf with Zeo Capital's Marcus Moore, Unity Software, Braemar Hotels & Resorts, MarineMax, Visa, Apple full 1 110 Cory Johnson Even ATM-sales took a hit during COVID, but are they back? We talk Diebold Nixdorf (DBD) with Zeo Capital's Marcus Moore. How Unity Software (U) is expanding on its video-game business and 3D gaming to a multiverse for... Walgreens. The return of the pandemic forces Braemar Hotels & Resorts (BHR) to adjust its expectations. Boating retailer MarineMax (HZO) gets a bigger boat… in fact, a lot of them. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Even ATM-sales took a hit during COVID, but are they back? We talk Diebold Nixdorf (DBD) with Zeo Capital's Marcus Moore. How Unity Software (U) is expanding on its video-game business and 3D gaming to a multiverse for... Walgreens. The return of the pandemic forces Braemar Hotels & Resorts (BHR) to adjust its expectations. Boating retailer MarineMax (HZO) gets a bigger boat… in fact, a lot of them. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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

]]> 1810 Ep. 109: Evolv with SineWave's Yanev Suissa, BioNTech, Perion Network, Amplify Energy Can weapons detection company Evolv Technology (EVLV) make schools safer? SineWave's Yanev Suissa tells us about Evolv’s new technology to keep guns out of schools. How vaccine-maker BioNTech (BNTX) is getting ready for the next Covid-19. Perion Network (PERI) hopes to breathe new life into its tracking software by acquiring a video platform Vidazoo. After a massive oil spill off the coast of California, we have the CEO of Amplify Energy (AMPY) on tape explaining his now controversial plans for his wells. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 04 Oct 2021 22:00:00 -0000 Ep. 109: Evolv with SineWave's Yanev Suissa, BioNTech, Perion Network, Amplify Energy full 1 109 Cory Johnson Can weapons detection company Evolv Technology (EVLV) make schools safer? SineWave's Yanev Suissa tells us about Evolv’s new technology to keep guns out of schools. How vaccine-maker BioNTech (BNTX) is getting ready for the next Covid-19. Perion Network (PERI) hopes to breathe new life into its tracking software by acquiring a video platform Vidazoo. After a massive oil spill off the coast of California, we have the CEO of Amplify Energy (AMPY) on tape explaining his now controversial plans for his wells. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Can weapons detection company Evolv Technology (EVLV) make schools safer? SineWave's Yanev Suissa tells us about Evolv’s new technology to keep guns out of schools. How vaccine-maker BioNTech (BNTX) is getting ready for the next Covid-19. Perion Network (PERI) hopes to breathe new life into its tracking software by acquiring a video platform Vidazoo. After a massive oil spill off the coast of California, we have the CEO of Amplify Energy (AMPY) on tape explaining his now controversial plans for his wells. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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

]]> 2080 Ep. 108: Esports Technologies CEO Aaron Speach, Palantir Technologies, Acceleron Pharma, Merck, NeoGenomics How to build a global business one influencer at a time. Esports Technologies CEO Aaron Speach (EBET) tells us his growth strategy and why his company is acquiring Aspire Global. Can Palantir Technologies (PLTR) continue to dominate big data without large government surveillance contracts? Acceleron Pharma (XLRN) is acquired by Merck (MRK) in a push for rare-drugs. NeoGenomics (NEO) may be the target of a takeover. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 01 Oct 2021 22:02:00 -0000 Ep. 108: Esports Technologies CEO Aaron Speach, Palantir Technologies, Acceleron Pharma, Merck, NeoGenomics full 1 108 Cory Johnson How to build a global business one influencer at a time. Esports Technologies CEO Aaron Speach (EBET) tells us his growth strategy and why his company is acquiring Aspire Global. Can Palantir Technologies (PLTR) continue to dominate big data without large government surveillance contracts? Acceleron Pharma (XLRN) is acquired by Merck (MRK) in a push for rare-drugs. NeoGenomics (NEO) may be the target of a takeover. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How to build a global business one influencer at a time. Esports Technologies CEO Aaron Speach (EBET) tells us his growth strategy and why his company is acquiring Aspire Global. Can Palantir Technologies (PLTR) continue to dominate big data without large government surveillance contracts? Acceleron Pharma (XLRN) is acquired by Merck (MRK) in a push for rare-drugs. NeoGenomics (NEO) may be the target of a takeover. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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

]]> 2121 Ep. 107: Huntington National Bank‘s David Klink on AMD, CarMax, Workhorse, AngioDynamics, Marijuana https://thedrilldown.podbean.com/e/ep-107-huntington-national-bank-s-david-klink-on-amd-carmax-workhorse-angiodynamics-marijuana/ How AMD became a semiconductor giant with Huntington National Bank’s David Klink (AMD). CarMax (KMX) slammed by inventory shortages and weak profits. Struggling eclectic vehicle maker Workhorse (WKHS) shakes up its executive ranks— again! Could AngioDynamics (ANGO) NanoKnife sales benefit from the end of COVID? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 30 Sep 2021 22:13:39 -0000 Ep. 107: Huntington National Bank‘s David Klink on AMD, CarMax, Workhorse, AngioDynamics, Marijuana full 1 107 Cory Johnson How AMD became a semiconductor giant with Huntington National Bank’s David Klink (AMD). CarMax (KMX) slammed by inventory shortages and weak profits. Struggling eclectic vehicle maker Workhorse (WKHS) shakes up its executive ranks— again! Could AngioDyna... How AMD became a semiconductor giant with Huntington National Bank’s David Klink (AMD). CarMax (KMX) slammed by inventory shortages and weak profits. Struggling eclectic vehicle maker Workhorse (WKHS) shakes up its executive ranks— again! Could AngioDynamics (ANGO) NanoKnife sales benefit from the end of COVID? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How AMD became a semiconductor giant with Huntington National Bank’s David Klink (AMD). CarMax (KMX) slammed by inventory shortages and weak profits. Struggling eclectic vehicle maker Workhorse (WKHS) shakes up its executive ranks— again! Could AngioDynamics (ANGO) NanoKnife sales benefit from the end of COVID? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 1912 no Ep. 106: Crowdstrike CEO George Kurtz, Dollar Tree, EQT Corporation, Lightspeed Commerce, Evergrande https://thedrilldown.podbean.com/e/ep-106-crowdstrike-ceo-george-kurtz-dollar-tree-eqt-corporation-lightspeed-commerce-evergrande/ The mack daddy of cyber security,  Crowdstrike CEO George Kurtz (CRWD) shows how machine learning can fight ransomware. Inflation story of the year! Dollar Tree (DLTR) breaks the buck and plans to sell stuff for more than $1! Why is EQT (EQT) taking advantage of the high price of natural gas in selling a pile of stock? The story behind short sellers Spruce Point questioning growth figures, customer data and the size of Lightspeed Commerce (LSPD). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 29 Sep 2021 21:37:31 -0000 Ep. 106: Crowdstrike CEO George Kurtz, Dollar Tree, EQT Corporation, Lightspeed Commerce, Evergrande full 1 106 Cory Johnson The mack daddy of cyber security,  Crowdstrike CEO George Kurtz (CRWD) shows how machine learning can fight ransomware. Inflation story of the year! Dollar Tree (DLTR) breaks the buck and plans to sell stuff for more than $1! Why is EQT (EQT) taking adva... The mack daddy of cyber security,  Crowdstrike CEO George Kurtz (CRWD) shows how machine learning can fight ransomware. Inflation story of the year! Dollar Tree (DLTR) breaks the buck and plans to sell stuff for more than $1! Why is EQT (EQT) taking advantage of the high price of natural gas in selling a pile of stock? The story behind short sellers Spruce Point questioning growth figures, customer data and the size of Lightspeed Commerce (LSPD). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices The mack daddy of cyber security,  Crowdstrike CEO George Kurtz (CRWD) shows how machine learning can fight ransomware. Inflation story of the year! Dollar Tree (DLTR) breaks the buck and plans to sell stuff for more than $1! Why is EQT (EQT) taking advantage of the high price of natural gas in selling a pile of stock? The story behind short sellers Spruce Point questioning growth figures, customer data and the size of Lightspeed Commerce (LSPD). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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

]]> 2177 no Ep. 105: ZoomInfo CEO Henry Schuck, Hyzon Motors, SandRidge Energy, Gogo https://thedrilldown.podbean.com/e/ep-105-zoominfo-ceo-henry-schuck-hyzon-motors-sandridge-energy-gogo/ Can artificial intelligence find you customers ready to spend? ZoomInfo (ZI) CEO Henry Schuck explains how. A look at the incendiary short-seller accusations against electric vehicle maker Hyzon Motors (HYZN). The natural gas driller benefiting most from soaring prices: SandRidge Energy (SD). And Gogo’s (GOGO) business goes bonkers as private air travel expands. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 28 Sep 2021 21:23:58 -0000 Ep. 105: ZoomInfo CEO Henry Schuck, Hyzon Motors, SandRidge Energy, Gogo full 1 105 Cory Johnson Can artificial intelligence find you customers ready to spend? ZoomInfo (ZI) CEO Henry Schuck explains how. A look at the incendiary short-seller accusations against electric vehicle maker Hyzon Motors (HYZN). The natural gas driller benefiting most from... Can artificial intelligence find you customers ready to spend? ZoomInfo (ZI) CEO Henry Schuck explains how. A look at the incendiary short-seller accusations against electric vehicle maker Hyzon Motors (HYZN). The natural gas driller benefiting most from soaring prices: SandRidge Energy (SD). And Gogo’s (GOGO) business goes bonkers as private air travel expands. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Can artificial intelligence find you customers ready to spend? ZoomInfo (ZI) CEO Henry Schuck explains how. A look at the incendiary short-seller accusations against electric vehicle maker Hyzon Motors (HYZN). The natural gas driller benefiting most from soaring prices: SandRidge Energy (SD). And Gogo’s (GOGO) business goes bonkers as private air travel expands. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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

]]> 2165 no Ep. 104: Porch CEO Matt Ehrlichman, Syndax Pharmaceuticals, Incyte, Keros Therapeutics https://thedrilldown.podbean.com/e/ep-104-porch-ceo-matt-ehrlichman-syndax-pharmaceuticals-incyte-keros-therapeutics/ Digitizing the home services industry with Porch CEO Matt Ehrlichman (PRCH). Syndax Pharmaceuticals (SNDX) looks past recent drug setbacks and makes a collaboration agreement with Incyte (INCY) on a novel cancer treatment. Biotech company Keros Therapeutics (KROS) says it might have a cure for rare blood diseases… but does it? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 27 Sep 2021 22:09:11 -0000 Ep. 104: Porch CEO Matt Ehrlichman, Syndax Pharmaceuticals, Incyte, Keros Therapeutics full 1 104 Cory Johnson Digitizing the home services industry with Porch CEO Matt Ehrlichman (PRCH). Syndax Pharmaceuticals (SNDX) looks past recent drug setbacks and makes a collaboration agreement with Incyte (INCY) on a novel cancer treatment. Biotech company Keros Therapeut... Digitizing the home services industry with Porch CEO Matt Ehrlichman (PRCH). Syndax Pharmaceuticals (SNDX) looks past recent drug setbacks and makes a collaboration agreement with Incyte (INCY) on a novel cancer treatment. Biotech company Keros Therapeutics (KROS) says it might have a cure for rare blood diseases… but does it? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Digitizing the home services industry with Porch CEO Matt Ehrlichman (PRCH). Syndax Pharmaceuticals (SNDX) looks past recent drug setbacks and makes a collaboration agreement with Incyte (INCY) on a novel cancer treatment. Biotech company Keros Therapeutics (KROS) says it might have a cure for rare blood diseases… but does it? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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

]]> 1877 no Ep. 103: Li-Cycle Co-Founders: CEO Ajay Kochhar and Executive Chairman Tim Johnston, Evergrande, Costco Wholesale, Nike, Vail Resorts https://thedrilldown.podbean.com/e/ep-103-li-cycle-co-founders-ceo-ajay-kochhar-and-executive-chairman-tim-johnston-evergrande-costco-wholesale-nike-vail-resorts/ Electric car batteries die -- and Li-Cycle (LICY) Co-Founder Ajay Kochhar and Tim Johnston have $1.7b company aiming to profit from that problem. Costco Wholesale’s (COST) unique approach to shipping problems -- buy a bigger boat! How Nike (NKE) manages relationships with its customers while raising prices. Vail Resorts (MTN) sees dollar signs after investing itself and lowering some prices despite facing challenging situations at some locations. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 24 Sep 2021 21:55:35 -0000 Ep. 103: Li-Cycle Co-Founders: CEO Ajay Kochhar and Executive Chairman Tim Johnston, Evergrande, Costco Wholesale, Nike, Vail Resorts full 1 103 Cory Johnson Electric car batteries die -- and Li-Cycle (LICY) Co-Founder Ajay Kochhar and Tim Johnston have $1.7b company aiming to profit from that problem. Costco Wholesale’s (COST) unique approach to shipping problems -- buy a bigger boat! How Nike (NKE) manages ... Electric car batteries die -- and Li-Cycle (LICY) Co-Founder Ajay Kochhar and Tim Johnston have $1.7b company aiming to profit from that problem. Costco Wholesale’s (COST) unique approach to shipping problems -- buy a bigger boat! How Nike (NKE) manages relationships with its customers while raising prices. Vail Resorts (MTN) sees dollar signs after investing itself and lowering some prices despite facing challenging situations at some locations. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Electric car batteries die -- and Li-Cycle (LICY) Co-Founder Ajay Kochhar and Tim Johnston have $1.7b company aiming to profit from that problem. Costco Wholesale’s (COST) unique approach to shipping problems -- buy a bigger boat! How Nike (NKE) manages relationships with its customers while raising prices. Vail Resorts (MTN) sees dollar signs after investing itself and lowering some prices despite facing challenging situations at some locations. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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

]]> 2441 no Ep. 102: Tripadvisor with Clockwise Capital’s James Cakmak, Carnival, BlackBerry, Suncor Energy https://thedrilldown.podbean.com/e/ep-102-tripadvisor-with-clockwise-capital-s-james-cakmak-carnival-blackberry-suncor-energy/ Tripadvisor’s (TRIP) evolution, post-pandemic plans and bet on flexibility and  subscription-based travel, Clockwise Capital’s James Cakmak explains. BlackBerry (BB) has rosy predictions for the future... but there’s a “wild card.” Carnival (CCL) sets sail again-- under their terms, not those of the governor of Florida. What reported oil sands challenges potentially facing Suncor Energy (SU) may mean for the industry and consumers. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 23 Sep 2021 20:24:37 -0000 Ep. 102: Tripadvisor with Clockwise Capital’s James Cakmak, Carnival, BlackBerry, Suncor Energy full 1 102 Cory Johnson Tripadvisor’s (TRIP) evolution, post-pandemic plans and bet on flexibility and  subscription-based travel, Clockwise Capital’s James Cakmak explains. BlackBerry (BB) has rosy predictions for the future... but there’s a “wild card.” Carnival (CCL) sets sa... Tripadvisor’s (TRIP) evolution, post-pandemic plans and bet on flexibility and  subscription-based travel, Clockwise Capital’s James Cakmak explains. BlackBerry (BB) has rosy predictions for the future... but there’s a “wild card.” Carnival (CCL) sets sail again-- under their terms, not those of the governor of Florida. What reported oil sands challenges potentially facing Suncor Energy (SU) may mean for the industry and consumers. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tripadvisor’s (TRIP) evolution, post-pandemic plans and bet on flexibility and  subscription-based travel, Clockwise Capital’s James Cakmak explains. BlackBerry (BB) has rosy predictions for the future... but there’s a “wild card.” Carnival (CCL) sets sail again-- under their terms, not those of the governor of Florida. What reported oil sands challenges potentially facing Suncor Energy (SU) may mean for the industry and consumers. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2120 no Ep. 101: Overstock.com CEO Jonathan Johnson, Adobe, Stitch Fix, FedEx https://thedrilldown.podbean.com/e/ep-101-overstockcom-ceo-jonathan-johnson-adobe-stitch-fix-fedex/ From crypto to couches, Overstock.com CEO Jonathan Johnson (OSTK) on the re-invention of his company -- and defending the Sith Lord conspiracy. Adobe (ADBE) tells a tale about the future of marketing-- but is anyone listening? Stitch Fix (SFIX) tries to convince us that bloated inventories don’t matter anymore… and maybe they’re right. Why FedEx’s (FDX) labor shortages may spell trouble for everyone. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 22 Sep 2021 21:47:58 -0000 Ep. 101: Overstock.com CEO Jonathan Johnson, Adobe, Stitch Fix, FedEx full 1 101 Cory Johnson From crypto to couches, Overstock.com CEO Jonathan Johnson (OSTK) on the re-invention of his company -- and defending the Sith Lord conspiracy. Adobe (ADBE) tells a tale about the future of marketing-- but is anyone listening? Stitch Fix (SFIX) tries to ... From crypto to couches, Overstock.com CEO Jonathan Johnson (OSTK) on the re-invention of his company -- and defending the Sith Lord conspiracy. Adobe (ADBE) tells a tale about the future of marketing-- but is anyone listening? Stitch Fix (SFIX) tries to convince us that bloated inventories don’t matter anymore… and maybe they’re right. Why FedEx’s (FDX) labor shortages may spell trouble for everyone. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices From crypto to couches, Overstock.com CEO Jonathan Johnson (OSTK) on the re-invention of his company -- and defending the Sith Lord conspiracy. Adobe (ADBE) tells a tale about the future of marketing-- but is anyone listening? Stitch Fix (SFIX) tries to convince us that bloated inventories don’t matter anymore… and maybe they’re right. Why FedEx’s (FDX) labor shortages may spell trouble for everyone. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2536 no Ep. 100: Pledge 1% CEO Amy Lesnick, Quantumscape, Lennar, RBC Bearings https://thedrilldown.podbean.com/e/ep-100-pledge-1-ceo-amy-lesnick-quantumscape-lennar-rbc-bearings/ With $1 billion in charitable contributions from over 15,000 companies in 100 countries, Pledge 1% CEO Amy Lesnick tells us about her innovative method of corporate giving. Battery maker Quantumscape (QS) says it has signed up a second big automaker customer…  but it won’t say who. Lennar (LEN) shares a litany of  supply chain woes. RBC Bearings (ROLL) gets an unfriendly reminder of just how important Boeing is to its business. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 21 Sep 2021 21:58:34 -0000 Ep. 100: Pledge 1% CEO Amy Lesnick, Quantumscape, Lennar, RBC Bearings full 1 100 Cory Johnson With $1 billion in charitable contributions from over 15,000 companies in 100 countries, Pledge 1% CEO Amy Lesnick tells us about her innovative method of corporate giving. Battery maker Quantumscape (QS) says it has signed up a second big automaker cust... With $1 billion in charitable contributions from over 15,000 companies in 100 countries, Pledge 1% CEO Amy Lesnick tells us about her innovative method of corporate giving. Battery maker Quantumscape (QS) says it has signed up a second big automaker customer…  but it won’t say who. Lennar (LEN) shares a litany of  supply chain woes. RBC Bearings (ROLL) gets an unfriendly reminder of just how important Boeing is to its business. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices With $1 billion in charitable contributions from over 15,000 companies in 100 countries, Pledge 1% CEO Amy Lesnick tells us about her innovative method of corporate giving. Battery maker Quantumscape (QS) says it has signed up a second big automaker customer…  but it won’t say who. Lennar (LEN) shares a litany of  supply chain woes. RBC Bearings (ROLL) gets an unfriendly reminder of just how important Boeing is to its business. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2208 no Ep. 99: MeridianLink CEO Nicolaas Vlok, China Evergrande Group, Li Auto, Cleveland-Cliffs, Cleveland-Cliffs, Twitter, Royal Dutch Shell https://thedrilldown.podbean.com/e/ep-99-meridianlink-ceo-nicolaas-vlok-china-evergrande-group-li-auto-cleveland-cliffs-cleveland-cliffs-twitter-royal-dutch-shell/ The real story of this market sell off China Evergrande, exploding debt and the long slow burn of an iron ore sell-off.  Could Mirati Therapeutics (MRTX) have a colon cancer cure? And meet the cloud-based technology powering your bank: MeridianLink and CEO Nicolaas Vlok (MLNK). Electric vehicle maker Li Auto (LI) didn’t see this coming: Malaysian radar woes. Mining giant Cleveland-Cliffs (CLF) says China’s declining steel production is just one of the foreign woes facing the domestic steel industry. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 20 Sep 2021 22:07:31 -0000 Ep. 99: MeridianLink CEO Nicolaas Vlok, China Evergrande Group, Li Auto, Cleveland-Cliffs, Cleveland-Cliffs, Twitter, Royal Dutch Shell full 1 99 Cory Johnson The real story of this market sell off China Evergrande, exploding debt and the long slow burn of an iron ore sell-off.  Could Mirati Therapeutics (MRTX) have a colon cancer cure? And meet the cloud-based technology powering your bank: MeridianLink and C... The real story of this market sell off China Evergrande, exploding debt and the long slow burn of an iron ore sell-off.  Could Mirati Therapeutics (MRTX) have a colon cancer cure? And meet the cloud-based technology powering your bank: MeridianLink and CEO Nicolaas Vlok (MLNK). Electric vehicle maker Li Auto (LI) didn’t see this coming: Malaysian radar woes. Mining giant Cleveland-Cliffs (CLF) says China’s declining steel production is just one of the foreign woes facing the domestic steel industry. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices The real story of this market sell off China Evergrande, exploding debt and the long slow burn of an iron ore sell-off.  Could Mirati Therapeutics (MRTX) have a colon cancer cure? And meet the cloud-based technology powering your bank: MeridianLink and CEO Nicolaas Vlok (MLNK). Electric vehicle maker Li Auto (LI) didn’t see this coming: Malaysian radar woes. Mining giant Cleveland-Cliffs (CLF) says China’s declining steel production is just one of the foreign woes facing the domestic steel industry. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2264 no Ep. 98: Bioventus CEO Ken Reali, Facebook, Apple, Mastercraft Boat Holdings, Thermo Fisher Scientific, U.S. Steel https://thedrilldown.podbean.com/e/ep-98-bioventus-ceo-ken-reali-facebook-apple-mastercraft-boat-holdings-thermo-fisher-scientific-us-steel/ The difficulty of medical device sales during COVID-19 with Bioventus CEO Ken Reali (BVS). Facebook (FB) and Apple (AAPL) go nose-to-nose over consumer privacy. Mastercraft Boat Holdings (MCFT) says the boating lifestyle is hot... but what about boating inventories? Where Thermo Fisher Scientific (TMO) may find the growth they’re predicting. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 17 Sep 2021 18:32:54 -0000 Ep. 98: Bioventus CEO Ken Reali, Facebook, Apple, Mastercraft Boat Holdings, Thermo Fisher Scientific, U.S. Steel full 1 98 Cory Johnson The difficulty of medical device sales during COVID-19 with Bioventus CEO Ken Reali (BVS). Facebook (FB) and Apple (AAPL) go nose-to-nose over consumer privacy. Mastercraft Boat Holdings (MCFT) says the boating lifestyle is hot... but what about boating ... The difficulty of medical device sales during COVID-19 with Bioventus CEO Ken Reali (BVS). Facebook (FB) and Apple (AAPL) go nose-to-nose over consumer privacy. Mastercraft Boat Holdings (MCFT) says the boating lifestyle is hot... but what about boating inventories? Where Thermo Fisher Scientific (TMO) may find the growth they’re predicting. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices The difficulty of medical device sales during COVID-19 with Bioventus CEO Ken Reali (BVS). Facebook (FB) and Apple (AAPL) go nose-to-nose over consumer privacy. Mastercraft Boat Holdings (MCFT) says the boating lifestyle is hot... but what about boating inventories? Where Thermo Fisher Scientific (TMO) may find the growth they’re predicting. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2212 no Ep. 97: Origin Materials Co-CEOs John Bissell and Rich Riley, Laureate Education, Aerie Pharmaceuticals, GreenSky, Goldman Sachs. https://thedrilldown.podbean.com/e/ep-97-origin-materials-co-ceos-john-bissell-and-rich-riley-laureate-education-aerie-pharmaceuticals-greensky-goldman-sachs/ How Origin Materials (ORGN) makes plastic out of wood chips with co-CEOs John Bissell and Rich Riley. Laureate Education (LAUR) focuses its business on Mexico and Peru. A failed drug test that might actually not be a failure for Aerie Pharmaceuticals (AERI). Buy now, pay later fintech company GreenSky (GSKY) gets Goldman Sachs’ attention. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 16 Sep 2021 19:07:53 -0000 Ep. 97: Origin Materials Co-CEOs John Bissell and Rich Riley, Laureate Education, Aerie Pharmaceuticals, GreenSky, Goldman Sachs. full 1 97 Cory Johnson How Origin Materials (ORGN) makes plastic out of wood chips with co-CEOs John Bissell and Rich Riley. Laureate Education (LAUR) focuses its business on Mexico and Peru. A failed drug test that might actually not be a failure for Aerie Pharmaceuticals (AE... How Origin Materials (ORGN) makes plastic out of wood chips with co-CEOs John Bissell and Rich Riley. Laureate Education (LAUR) focuses its business on Mexico and Peru. A failed drug test that might actually not be a failure for Aerie Pharmaceuticals (AERI). Buy now, pay later fintech company GreenSky (GSKY) gets Goldman Sachs’ attention. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How Origin Materials (ORGN) makes plastic out of wood chips with co-CEOs John Bissell and Rich Riley. Laureate Education (LAUR) focuses its business on Mexico and Peru. A failed drug test that might actually not be a failure for Aerie Pharmaceuticals (AERI). Buy now, pay later fintech company GreenSky (GSKY) gets Goldman Sachs’ attention. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2141 no Ep. 96: Legend Biotech CEO Ying Huang, PhD., EXACT Sciences, Valero Energy, Casper Sleep, Robinhood, Canadian Pacific Railway and Kansas City Southern https://thedrilldown.podbean.com/e/ep-96-legend-biotech-ceo-ying-huang-phd-exact-sciences-valero-energy-casper-sleep-robinhood-canadian-pacific-railway-and-kansas-city-southern/ How to weaponize T cells to fight cancer with Legend Biotech CEO Ying Huang, PhD. (LEGN). Why EXACT Sciences (EXAS) has recruited hundreds of former Pfizer employees. Valero Energy (VLO) gets to work restarting refineries that were shutdown because of Hurricane Ida. Casper Sleep (CSPR) struggles as its CEO is busy launching other businesses. Robinhood (HOOD) tours colleges to recruit customers. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 15 Sep 2021 20:59:03 -0000 Ep. 96: Legend Biotech CEO Ying Huang, PhD., EXACT Sciences, Valero Energy, Casper Sleep, Robinhood, Canadian Pacific Railway and Kansas City Southern full 1 96 Cory Johnson How to weaponize T cells to fight cancer with Legend Biotech CEO Ying Huang, PhD. (LEGN). Why EXACT Sciences (EXAS) has recruited hundreds of former Pfizer employees. Valero Energy (VLO) gets to work restarting refineries that were shutdown because of Hu... How to weaponize T cells to fight cancer with Legend Biotech CEO Ying Huang, PhD. (LEGN). Why EXACT Sciences (EXAS) has recruited hundreds of former Pfizer employees. Valero Energy (VLO) gets to work restarting refineries that were shutdown because of Hurricane Ida. Casper Sleep (CSPR) struggles as its CEO is busy launching other businesses. Robinhood (HOOD) tours colleges to recruit customers. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How to weaponize T cells to fight cancer with Legend Biotech CEO Ying Huang, PhD. (LEGN). Why EXACT Sciences (EXAS) has recruited hundreds of former Pfizer employees. Valero Energy (VLO) gets to work restarting refineries that were shutdown because of Hurricane Ida. Casper Sleep (CSPR) struggles as its CEO is busy launching other businesses. Robinhood (HOOD) tours colleges to recruit customers. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2395 no Ep. 95: Gainesville Coins‘ Everett Millman on First Majestic Silver, Opendoor Technologies, Oracle, Crocs, Apple https://thedrilldown.podbean.com/e/ep-95-gainesville-coins-everett-millman-on-first-majestic-silver-opendoor-technologies-oracle-crocs-apple/ How the largest silver miner in Mexico is trying to get out of a $500 million tax bill. Gainesville Coins' Everett Millman tells us about First Majestic Silver (AG). Opendoor Technologies (OPEN) explains its unique method of selling homes.  Oracle (ORCL) faces some new challenges in the cloud. Crocs (CROX) bets on a huge post-pandemic boom for its iconic, yet polarizing shoes. Apple (AAPL) races to plug a software vulnerability. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 14 Sep 2021 21:12:51 -0000 Ep. 95: Gainesville Coins‘ Everett Millman on First Majestic Silver, Opendoor Technologies, Oracle, Crocs, Apple full 1 95 Cory Johnson How the largest silver miner in Mexico is trying to get out of a $500 million tax bill. Gainesville Coins' Everett Millman tells us about First Majestic Silver (AG). Opendoor Technologies (OPEN) explains its unique method of selling homes.  Oracle (ORCL)... How the largest silver miner in Mexico is trying to get out of a $500 million tax bill. Gainesville Coins' Everett Millman tells us about First Majestic Silver (AG). Opendoor Technologies (OPEN) explains its unique method of selling homes.  Oracle (ORCL) faces some new challenges in the cloud. Crocs (CROX) bets on a huge post-pandemic boom for its iconic, yet polarizing shoes. Apple (AAPL) races to plug a software vulnerability. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How the largest silver miner in Mexico is trying to get out of a $500 million tax bill. Gainesville Coins' Everett Millman tells us about First Majestic Silver (AG). Opendoor Technologies (OPEN) explains its unique method of selling homes.  Oracle (ORCL) faces some new challenges in the cloud. Crocs (CROX) bets on a huge post-pandemic boom for its iconic, yet polarizing shoes. Apple (AAPL) races to plug a software vulnerability. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2508 no Ep. 94: OppFi CEO Jared Kaplan, MiMedx, Leslie’s, Cadiz https://thedrilldown.podbean.com/e/ep-94-oppfi-ceo-jared-kaplan-mimedx-leslie-s-cadiz/ OppFi CEO Jared Kaplan (OPFI) says his subprime lender is better than a payday lender, even with annual interest rates above 100%. Controversial biotech MiMedx Group (MDXG) suffers after a pair of failed clinical trials. Pool supply retailer Leslie's (LESL) struggles to find enough chlorine. Water utility Cadiz (CDZI) wades through a volatile week and the mystery selloff in its shares. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 13 Sep 2021 22:18:37 -0000 Ep. 94: OppFi CEO Jared Kaplan, MiMedx, Leslie’s, Cadiz full 1 94 Cory Johnson OppFi CEO Jared Kaplan (OPFI) says his subprime lender is better than a payday lender, even with annual interest rates above 100%. Controversial biotech MiMedx Group (MDXG) suffers after a pair of failed clinical trials. Pool supply retailer Leslie's (LE... OppFi CEO Jared Kaplan (OPFI) says his subprime lender is better than a payday lender, even with annual interest rates above 100%. Controversial biotech MiMedx Group (MDXG) suffers after a pair of failed clinical trials. Pool supply retailer Leslie's (LESL) struggles to find enough chlorine. Water utility Cadiz (CDZI) wades through a volatile week and the mystery selloff in its shares. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices OppFi CEO Jared Kaplan (OPFI) says his subprime lender is better than a payday lender, even with annual interest rates above 100%. Controversial biotech MiMedx Group (MDXG) suffers after a pair of failed clinical trials. Pool supply retailer Leslie's (LESL) struggles to find enough chlorine. Water utility Cadiz (CDZI) wades through a volatile week and the mystery selloff in its shares. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2507 no Ep. 93: Spark Networks CEO Eric Eichmann, Kroger, Affirm Holdings, Teradata Corporation, Apple, Epic Games, DoorDash, Uber Eats, Grubhub https://thedrilldown.podbean.com/e/ep-93-spark-networks-ceo-eric-eichmann-kroger-affirm-holdings-teradata-corporation-apple-epic-games-doordash-uber-eats-grubhub/ Spark Networks’ CEO Eric Eichmann (LOV): sex vs. love: which business model penetrates a broader market online? Kroger (KR) says it’s losing the battle against organized crime. Affirm Holdings (AFRM) extends  “buy now, pay later” beyond its Pelaton business. Amazing year for cloud consultant Teradata Corporation (TDC), but storm clouds appear. A mixed verdict for Apple vs. Epic Games. DoorDash, Uber Eats, Grubhub sue New York City. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 10 Sep 2021 20:21:28 -0000 Ep. 93: Spark Networks CEO Eric Eichmann, Kroger, Affirm Holdings, Teradata Corporation, Apple, Epic Games, DoorDash, Uber Eats, Grubhub full 1 93 Cory Johnson Spark Networks’ CEO Eric Eichmann (LOV): sex vs. love: which business model penetrates a broader market online? Kroger (KR) says it’s losing the battle against organized crime. Affirm Holdings (AFRM) extends  “buy now, pay later” beyond its Pelaton busin... Spark Networks’ CEO Eric Eichmann (LOV): sex vs. love: which business model penetrates a broader market online? Kroger (KR) says it’s losing the battle against organized crime. Affirm Holdings (AFRM) extends  “buy now, pay later” beyond its Pelaton business. Amazing year for cloud consultant Teradata Corporation (TDC), but storm clouds appear. A mixed verdict for Apple vs. Epic Games. DoorDash, Uber Eats, Grubhub sue New York City. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Spark Networks’ CEO Eric Eichmann (LOV): sex vs. love: which business model penetrates a broader market online? Kroger (KR) says it’s losing the battle against organized crime. Affirm Holdings (AFRM) extends  “buy now, pay later” beyond its Pelaton business. Amazing year for cloud consultant Teradata Corporation (TDC), but storm clouds appear. A mixed verdict for Apple vs. Epic Games. DoorDash, Uber Eats, Grubhub sue New York City. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2535 no Ep. 92: Voyager Digital CEO Steve Ehrlich, Torrid, Crown Holdings, Lululemon https://thedrilldown.podbean.com/e/ep-91-voyager-digital-ceo-steve-ehrlich-torrid-crown-holdings-lululemon/ Voyager Digital CEO Steve Ehrlich (VYGVF) tells us what he has planned for his new publicly-traded cryptocurrency trading company and Coinbase competitor. A plus size win for plus-size retailer Torrid Holding’s (CURV) first quarter as a public company. Warning signals for beer can maker Crown Holdings (CCK) as consumer appetites for hard seltzers dry up. How Lululemon Athletica (LULU) plans to keep out-selling other retailers during and after the Covid pandemic. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 09 Sep 2021 22:03:16 -0000 Ep. 92: Voyager Digital CEO Steve Ehrlich, Torrid, Crown Holdings, Lululemon full 1 92 Cory Johnson Voyager Digital CEO Steve Ehrlich (VYGVF) tells us what he has planned for his new publicly-traded cryptocurrency trading company and Coinbase competitor. A plus size win for plus-size retailer Torrid Holding’s (CURV) first quarter as a public company. W... Voyager Digital CEO Steve Ehrlich (VYGVF) tells us what he has planned for his new publicly-traded cryptocurrency trading company and Coinbase competitor. A plus size win for plus-size retailer Torrid Holding’s (CURV) first quarter as a public company. Warning signals for beer can maker Crown Holdings (CCK) as consumer appetites for hard seltzers dry up. How Lululemon Athletica (LULU) plans to keep out-selling other retailers during and after the Covid pandemic. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Voyager Digital CEO Steve Ehrlich (VYGVF) tells us what he has planned for his new publicly-traded cryptocurrency trading company and Coinbase competitor. A plus size win for plus-size retailer Torrid Holding’s (CURV) first quarter as a public company. Warning signals for beer can maker Crown Holdings (CCK) as consumer appetites for hard seltzers dry up. How Lululemon Athletica (LULU) plans to keep out-selling other retailers during and after the Covid pandemic. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2506 no Ep. 91: Covetrus CEO Ben Wolin, Coinbase, Bitcoin, ICU Medical, Coupa Software, Smartsheet https://thedrilldown.podbean.com/e/ep-91-covetrus-ceo-ben-wolin-coinbase-bitcoin-icu-medical-coupa-software-smartsheet/ Covetrus CEO Ben Wolin (CVET) on meeting demand in the growing business of animal-health technology and services. ICU Medical (ICUI) plans for a pre-pandemic return to elective surgeries and infusion therapies. Coupa Software (COUP) explains how there’s plenty of room to grow in expense management. Smartsheet (SMAR) looks beyond the pandemic as companies find new ways to digitize collaboration. Bitcoin king Coinbase blasts the SEC on Twitter. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 08 Sep 2021 21:50:11 -0000 Ep. 91: Covetrus CEO Ben Wolin, Coinbase, Bitcoin, ICU Medical, Coupa Software, Smartsheet full 1 91 Cory Johnson Covetrus CEO Ben Wolin (CVET) on meeting demand in the growing business of animal-health technology and services. ICU Medical (ICUI) plans for a pre-pandemic return to elective surgeries and infusion therapies. Coupa Software (COUP) explains how there’s ... Covetrus CEO Ben Wolin (CVET) on meeting demand in the growing business of animal-health technology and services. ICU Medical (ICUI) plans for a pre-pandemic return to elective surgeries and infusion therapies. Coupa Software (COUP) explains how there’s plenty of room to grow in expense management. Smartsheet (SMAR) looks beyond the pandemic as companies find new ways to digitize collaboration. Bitcoin king Coinbase blasts the SEC on Twitter. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Covetrus CEO Ben Wolin (CVET) on meeting demand in the growing business of animal-health technology and services. ICU Medical (ICUI) plans for a pre-pandemic return to elective surgeries and infusion therapies. Coupa Software (COUP) explains how there’s plenty of room to grow in expense management. Smartsheet (SMAR) looks beyond the pandemic as companies find new ways to digitize collaboration. Bitcoin king Coinbase blasts the SEC on Twitter. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2109 no Ep. 90: Marathon Digital CEO Fred Thiel, Bitcoin, Intel, Digital Ocean, Match Group, Tandem Diabetes Care https://thedrilldown.podbean.com/e/ep-90-marathon-digital-ceo-fred-thiel-bitcoin-intel-digital-ocean-match-group-tandem-diabetes-care/ Marathon Digital CEO Fred Thiel (MARA) explains why his bitcoin mining company needs to buy bitcoins. Is El Salvador’s cryptocurrency experiment already a failure on day one? Why Digital Ocean (DOCN) is moving into serverless computing. Match Group (MTCH) tells us how dating and sex have changed during the pandemic. Tracking the growth of Tandem Diabetes Care (TNDM) as more Americans are diagnosed with the disease. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 07 Sep 2021 21:37:27 -0000 Ep. 90: Marathon Digital CEO Fred Thiel, Bitcoin, Intel, Digital Ocean, Match Group, Tandem Diabetes Care full 90 Cory Johnson Marathon Digital CEO Fred Thiel (MARA) explains why his bitcoin mining company needs to buy bitcoins. Is El Salvador’s cryptocurrency experiment already a failure on day one? Why Digital Ocean (DOCN) is moving into serverless computing. Match Group (MTCH... Marathon Digital CEO Fred Thiel (MARA) explains why his bitcoin mining company needs to buy bitcoins. Is El Salvador’s cryptocurrency experiment already a failure on day one? Why Digital Ocean (DOCN) is moving into serverless computing. Match Group (MTCH) tells us how dating and sex have changed during the pandemic. Tracking the growth of Tandem Diabetes Care (TNDM) as more Americans are diagnosed with the disease. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Marathon Digital CEO Fred Thiel (MARA) explains why his bitcoin mining company needs to buy bitcoins. Is El Salvador’s cryptocurrency experiment already a failure on day one? Why Digital Ocean (DOCN) is moving into serverless computing. Match Group (MTCH) tells us how dating and sex have changed during the pandemic. Tracking the growth of Tandem Diabetes Care (TNDM) as more Americans are diagnosed with the disease. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2512 no Ep. 89: Westinghouse Air Brake Technologies with Bokeh Capital’s Kim Forrest, Docusign, Yext, Joann https://thedrilldown.podbean.com/e/ep-89-westinghouse-air-brake-technologies-with-bokeh-capital-s-kim-forrest-docusign-yext-joann/ How Westinghouse Air Brake Technologies (WAB) is poised to profit from the massive supply chain problems in the shipping industry. Bokeh Capital’s Kim Forrest explains. Docusign (DOCU) talks about the ethical line it won’t cross using customer data. Why work-from-home lifestyles are still challenging the Internet search business at Yext (YEXT). How Joann (JOAN) says it’s handling challenges posed by pandemic headwinds to its business. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 03 Sep 2021 20:31:46 -0000 Ep. 89: Westinghouse Air Brake Technologies with Bokeh Capital’s Kim Forrest, Docusign, Yext, Joann full 89 Cory Johnson How Westinghouse Air Brake Technologies (WAB) is poised to profit from the massive supply chain problems in the shipping industry. Bokeh Capital’s Kim Forrest explains. Docusign (DOCU) talks about the ethical line it won’t cross using customer data. Why ... How Westinghouse Air Brake Technologies (WAB) is poised to profit from the massive supply chain problems in the shipping industry. Bokeh Capital’s Kim Forrest explains. Docusign (DOCU) talks about the ethical line it won’t cross using customer data. Why work-from-home lifestyles are still challenging the Internet search business at Yext (YEXT). How Joann (JOAN) says it’s handling challenges posed by pandemic headwinds to its business. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How Westinghouse Air Brake Technologies (WAB) is poised to profit from the massive supply chain problems in the shipping industry. Bokeh Capital’s Kim Forrest explains. Docusign (DOCU) talks about the ethical line it won’t cross using customer data. Why work-from-home lifestyles are still challenging the Internet search business at Yext (YEXT). How Joann (JOAN) says it’s handling challenges posed by pandemic headwinds to its business. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 1890 no Ep. 88: AppLovin CEO Adam Foroughi, Asana, Barnes & Noble Education, Phreesia, Walmart, Apple, Spotify https://thedrilldown.podbean.com/e/ep-88-applovin-ceo-adam-foroughi-asana-barnes-noble-education-phreesia-walmart-apple-spotify/ AppLovin CEO Adam Foroughi (APP) tells us about his company’s unique acquisition philosophy when it comes to mobile games. Asana (ASAN) tells us that companies are spending a lot on getting organized post-Pandemic. Barnes & Noble Education (BNED) figures out how to sell college textbooks to students even when they aren’t returning to campus. Phreesia (PHR) waits on spending on elective surgeries to make a comeback. Walmart (WMT) raises wages. Apple (AAPL) tries to make nice with Spotify (SPOT). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 02 Sep 2021 21:51:02 -0000 Ep. 88: AppLovin CEO Adam Foroughi, Asana, Barnes & Noble Education, Phreesia, Walmart, Apple, Spotify full 1 88 Cory Johnson AppLovin CEO Adam Foroughi (APP) tells us about his company’s unique acquisition philosophy when it comes to mobile games. Asana (ASAN) tells us that companies are spending a lot on getting organized post-Pandemic. Barnes & Noble Education (BNED) figures... AppLovin CEO Adam Foroughi (APP) tells us about his company’s unique acquisition philosophy when it comes to mobile games. Asana (ASAN) tells us that companies are spending a lot on getting organized post-Pandemic. Barnes & Noble Education (BNED) figures out how to sell college textbooks to students even when they aren’t returning to campus. Phreesia (PHR) waits on spending on elective surgeries to make a comeback. Walmart (WMT) raises wages. Apple (AAPL) tries to make nice with Spotify (SPOT). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices AppLovin CEO Adam Foroughi (APP) tells us about his company’s unique acquisition philosophy when it comes to mobile games. Asana (ASAN) tells us that companies are spending a lot on getting organized post-Pandemic. Barnes & Noble Education (BNED) figures out how to sell college textbooks to students even when they aren’t returning to campus. Phreesia (PHR) waits on spending on elective surgeries to make a comeback. Walmart (WMT) raises wages. Apple (AAPL) tries to make nice with Spotify (SPOT). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2132 no Ep. 87: CareMax CEO Carlos de Solo, AbbVie, PVH, Crowdstrike, Google, Amazon https://thedrilldown.podbean.com/e/ep-87-caremax-ceo-carlos-de-solo-abbvie-pvh-crowdstrike-google-amazon/ CareMax CEO Carlos de Solo (CMX) wants to give your grandparents hugs. A drug once-thought to be safe sends AbbVie (ABBV) reeling with a new FDA warning. PVH Corp (PVH) depends on European and Asian tourists to sell Calvin Klein and Tommy Hilfiger in America. Ransomware hacks lead some businesses to ask Crowdstrike (CRWD) for help preparing for cyberattacks. Amazon (AMZN) goes on another hiring spree. Google (GOOGL) plans to make its own chips. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 01 Sep 2021 21:54:24 -0000 Ep. 87: CareMax CEO Carlos de Solo, AbbVie, PVH, Crowdstrike, Google, Amazon full 1 87 Cory Johnson CareMax CEO Carlos de Solo (CMX) wants to give your grandparents hugs. A drug once-thought to be safe sends AbbVie (ABBV) reeling with a new FDA warning. PVH Corp (PVH) depends on European and Asian tourists to sell Calvin Klein and Tommy Hilfiger in Ame... CareMax CEO Carlos de Solo (CMX) wants to give your grandparents hugs. A drug once-thought to be safe sends AbbVie (ABBV) reeling with a new FDA warning. PVH Corp (PVH) depends on European and Asian tourists to sell Calvin Klein and Tommy Hilfiger in America. Ransomware hacks lead some businesses to ask Crowdstrike (CRWD) for help preparing for cyberattacks. Amazon (AMZN) goes on another hiring spree. Google (GOOGL) plans to make its own chips. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices CareMax CEO Carlos de Solo (CMX) wants to give your grandparents hugs. A drug once-thought to be safe sends AbbVie (ABBV) reeling with a new FDA warning. PVH Corp (PVH) depends on European and Asian tourists to sell Calvin Klein and Tommy Hilfiger in America. Ransomware hacks lead some businesses to ask Crowdstrike (CRWD) for help preparing for cyberattacks. Amazon (AMZN) goes on another hiring spree. Google (GOOGL) plans to make its own chips. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 1780 no Ep. 86: Bark CEO Manish Joneja, StoneCo, Jazz Pharmaceuticals, Zoom, Cryptocurrency, Nigeria, Bitt Inc., Apple, Google, South Korea https://thedrilldown.podbean.com/e/ep-86-bark-ceo-manish-joneja-stoneco-jazz-pharmaceuticals-zoom-cryptocurrency-nigeria-bitt-inc-apple-google-south-korea/ Bark CEO Manish Joneja (BARK) on the business of dogs -- and what it teaches us about all business. The ONLY thing that isn’t working with Zoom’s (ZOOM) business. StoneCo (STNE) wants to be the Square of Brazil -- but can’t seem to understand customers who rip them off. Wake up Canada! Jazz Pharmaceuticals (JAZZ) gets approval for a narcolepsy drug in the Great White North. Nigeria recruits Bitt Inc. to create its own digital currency -- is it a big gain for Overstock (OSTK)? And South Korea slaps Google and Apple. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 31 Aug 2021 21:52:51 -0000 Ep. 86: Bark CEO Manish Joneja, StoneCo, Jazz Pharmaceuticals, Zoom, Cryptocurrency, Nigeria, Bitt Inc., Apple, Google, South Korea full 1 86 Cory Johnson Bark CEO Manish Joneja (BARK) on the business of dogs -- and what it teaches us about all business. The ONLY thing that isn’t working with Zoom’s (ZOOM) business. StoneCo (STNE) wants to be the Square of Brazil -- but can’t seem to understand customers w... Bark CEO Manish Joneja (BARK) on the business of dogs -- and what it teaches us about all business. The ONLY thing that isn’t working with Zoom’s (ZOOM) business. StoneCo (STNE) wants to be the Square of Brazil -- but can’t seem to understand customers who rip them off. Wake up Canada! Jazz Pharmaceuticals (JAZZ) gets approval for a narcolepsy drug in the Great White North. Nigeria recruits Bitt Inc. to create its own digital currency -- is it a big gain for Overstock (OSTK)? And South Korea slaps Google and Apple. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Bark CEO Manish Joneja (BARK) on the business of dogs -- and what it teaches us about all business. The ONLY thing that isn’t working with Zoom’s (ZOOM) business. StoneCo (STNE) wants to be the Square of Brazil -- but can’t seem to understand customers who rip them off. Wake up Canada! Jazz Pharmaceuticals (JAZZ) gets approval for a narcolepsy drug in the Great White North. Nigeria recruits Bitt Inc. to create its own digital currency -- is it a big gain for Overstock (OSTK)? And South Korea slaps Google and Apple. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2538 no Ep. 85: Olo CEO Noah Glass, Hill-Rom, Baxter, Cassava Sciences, DoubleVerify, Hurricane Ida https://thedrilldown.podbean.com/e/ep-85-olo-ceo-noah-glass-hill-rom-baxter-cassava-sciences-doubleverify-hurricane-ida/ Olo CEO Noah Glass (OLO) tells us how he plans to digitize the restaurant industry -- and worries about Cory’s obsession with Shake Shack founder Danny Meyer. Why medical equipment maker Baxter (BAX) may be willing to pay $10 billion for Hill-Rom (HRC). The controversy around an alleged Alzheimer’s treatment from Cassava Sciences (SAVA). DoubleVerify (DV) charts a path to grow internationally. And how will Hurricane Ida impact gas prices? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 30 Aug 2021 22:28:54 -0000 Ep. 85: Olo CEO Noah Glass, Hill-Rom, Baxter, Cassava Sciences, DoubleVerify, Hurricane Ida full 1 85 Cory Johnson Olo CEO Noah Glass (OLO) tells us how he plans to digitize the restaurant industry -- and worries about Cory’s obsession with Shake Shack founder Danny Meyer. Why medical equipment maker Baxter (BAX) may be willing to pay $10 billion for Hill-Rom (HRC). ... Olo CEO Noah Glass (OLO) tells us how he plans to digitize the restaurant industry -- and worries about Cory’s obsession with Shake Shack founder Danny Meyer. Why medical equipment maker Baxter (BAX) may be willing to pay $10 billion for Hill-Rom (HRC). The controversy around an alleged Alzheimer’s treatment from Cassava Sciences (SAVA). DoubleVerify (DV) charts a path to grow internationally. And how will Hurricane Ida impact gas prices? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Olo CEO Noah Glass (OLO) tells us how he plans to digitize the restaurant industry -- and worries about Cory’s obsession with Shake Shack founder Danny Meyer. Why medical equipment maker Baxter (BAX) may be willing to pay $10 billion for Hill-Rom (HRC). The controversy around an alleged Alzheimer’s treatment from Cassava Sciences (SAVA). DoubleVerify (DV) charts a path to grow internationally. And how will Hurricane Ida impact gas prices? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2405 no Ep. 84: Matterport CEO RJ Pittman, Ollie's Bargain Outlet, Workday, Bill.com, Federal Reserve https://thedrilldown.podbean.com/e/ep-84-matterport-ceo-rj-pittman-ollies-bargain-outlet-workday-billcom-federal-reserve/ Matterport (MTTR) CEO RJ Pittman talks on digitizing and 3D capturing for the home and real estate industry. Ollie's Bargain Outlet (OLLI) tries to put a positive spin on inventory bottlenecks. Workday (WDAY) on what CEOs are really saying about about the pandemic. Bill.com (BILL) sees small businesses rushing into digital transformation --- and has the numbers to prove it. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 27 Aug 2021 20:07:59 -0000 Ep. 84: Matterport CEO RJ Pittman, Ollie's Bargain Outlet, Workday, Bill.com, Federal Reserve full 1 84 Cory Johnson Matterport (MTTR) CEO RJ Pittman talks on digitizing and 3D capturing for the home and real estate industry. Ollie's Bargain Outlet (OLLI) tries to put a positive spin on inventory bottlenecks. Workday (WDAY) on what CEOs are really saying about about th... Matterport (MTTR) CEO RJ Pittman talks on digitizing and 3D capturing for the home and real estate industry. Ollie's Bargain Outlet (OLLI) tries to put a positive spin on inventory bottlenecks. Workday (WDAY) on what CEOs are really saying about about the pandemic. Bill.com (BILL) sees small businesses rushing into digital transformation --- and has the numbers to prove it. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Matterport (MTTR) CEO RJ Pittman talks on digitizing and 3D capturing for the home and real estate industry. Ollie's Bargain Outlet (OLLI) tries to put a positive spin on inventory bottlenecks. Workday (WDAY) on what CEOs are really saying about about the pandemic. Bill.com (BILL) sees small businesses rushing into digital transformation --- and has the numbers to prove it. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2490 no Ep. 83: Unisys COO Eric Hutto, Taiwan Semiconductor, Lordstown Motors, Dollar Tree, Autodesk, Pure Storage https://thedrilldown.podbean.com/e/ep-83-unisys-coo-eric-hutto-taiwan-semiconductor-lordstown-motors-dollar-tree-autodesk-pure-storage/ Unisys (UIS) COO Eric Hutto discusses why his company is putting it all on the line for the digital cloud. Trouble at the tree. How is Dollar Tree (DLTR) dealing with higher freight costs and inflation issues? After new acquisitions and partnerships, is Autodesk (ADSK) gearing up for a global takeover across the architecture, engineering, and construction software world? Pure Storage (PSTG) steers ahead banking on a future big win with net new logo gains. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 26 Aug 2021 21:48:12 -0000 Ep. 83: Unisys COO Eric Hutto, Taiwan Semiconductor, Lordstown Motors, Dollar Tree, Autodesk, Pure Storage full 1 83 Cory Johnson Unisys (UIS) COO Eric Hutto discusses why his company is putting it all on the line for the digital cloud. Trouble at the tree. How is Dollar Tree (DLTR) dealing with higher freight costs and inflation issues? After new acquisitions and partnerships, is ... Unisys (UIS) COO Eric Hutto discusses why his company is putting it all on the line for the digital cloud. Trouble at the tree. How is Dollar Tree (DLTR) dealing with higher freight costs and inflation issues? After new acquisitions and partnerships, is Autodesk (ADSK) gearing up for a global takeover across the architecture, engineering, and construction software world? Pure Storage (PSTG) steers ahead banking on a future big win with net new logo gains. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Unisys (UIS) COO Eric Hutto discusses why his company is putting it all on the line for the digital cloud. Trouble at the tree. How is Dollar Tree (DLTR) dealing with higher freight costs and inflation issues? After new acquisitions and partnerships, is Autodesk (ADSK) gearing up for a global takeover across the architecture, engineering, and construction software world? Pure Storage (PSTG) steers ahead banking on a future big win with net new logo gains. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2213 no Ep.82: Enovix CEO Harrold Rust and chairman T.J. Rodgers, Urban Outfitters, Nordstrom, Sporting Goods, OnlyFans https://thedrilldown.podbean.com/e/ep82-enovix-ceo-harrold-rust-and-chairman-tj-rodgers-urban-outfitters-nordstrom-sporting-goods-onlyfans/ Enovix (ENVX) CEO Harrold Rust and chairman T.J. Rodgers on building advanced Lithium-ion batteries. Could Urban Outfitters (URBN) be facing empty shelves come holiday season? Nordstrom (JWN) business shrinks and shrinks and shrinks. Dicks Sporting Goods (DKS) explains how the post-COVID world has changed how we recreate. And COVID is the behind the scene actor driving OnlyFans. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 25 Aug 2021 21:55:19 -0000 Ep.82: Enovix CEO Harrold Rust and chairman T.J. Rodgers, Urban Outfitters, Nordstrom, Sporting Goods, OnlyFans full 1 82 Cory Johnson Enovix (ENVX) CEO Harrold Rust and chairman T.J. Rodgers on building advanced Lithium-ion batteries. Could Urban Outfitters (URBN) be facing empty shelves come holiday season? Nordstrom (JWN) business shrinks and shrinks and shrinks. Dicks Sporting Goods... Enovix (ENVX) CEO Harrold Rust and chairman T.J. Rodgers on building advanced Lithium-ion batteries. Could Urban Outfitters (URBN) be facing empty shelves come holiday season? Nordstrom (JWN) business shrinks and shrinks and shrinks. Dicks Sporting Goods (DKS) explains how the post-COVID world has changed how we recreate. And COVID is the behind the scene actor driving OnlyFans. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Enovix (ENVX) CEO Harrold Rust and chairman T.J. Rodgers on building advanced Lithium-ion batteries. Could Urban Outfitters (URBN) be facing empty shelves come holiday season? Nordstrom (JWN) business shrinks and shrinks and shrinks. Dicks Sporting Goods (DKS) explains how the post-COVID world has changed how we recreate. And COVID is the behind the scene actor driving OnlyFans. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2111 no Ep. 81: STEM CEO John Carrington, Citi Trends, Palo Alto Networks, Flexsteel, Airbnb, Shopify, TikTok https://thedrilldown.podbean.com/e/ep-81-stem-ceo-john-carrington-citi-trends-palo-alto-networks-flexsteel-airbnb-shopify-tiktok/ STEM (STEM) CEO John Carrington on the software/hardware offering that could reduce what businesses pay for power. Palo Alto Networks (PANW) on the coming cyber security spending spree by the Federal Government. FlexSteel (FLXS), the little furniture maker in Dubuque, Iowa navigates China tariffs, Mexican politics and supply chain nightmares to deliver an impressive quarter. And Citi Trends (CTRN), the brick-and-mortar retailer CRUSHING it in the inner city. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 24 Aug 2021 21:33:08 -0000 Ep. 81: STEM CEO John Carrington, Citi Trends, Palo Alto Networks, Flexsteel, Airbnb, Shopify, TikTok full 1 81 Cory Johnson STEM (STEM) CEO John Carrington on the software/hardware offering that could reduce what businesses pay for power. Palo Alto Networks (PANW) on the coming cyber security spending spree by the Federal Government. FlexSteel (FLXS), the little furniture mak... STEM (STEM) CEO John Carrington on the software/hardware offering that could reduce what businesses pay for power. Palo Alto Networks (PANW) on the coming cyber security spending spree by the Federal Government. FlexSteel (FLXS), the little furniture maker in Dubuque, Iowa navigates China tariffs, Mexican politics and supply chain nightmares to deliver an impressive quarter. And Citi Trends (CTRN), the brick-and-mortar retailer CRUSHING it in the inner city. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices STEM (STEM) CEO John Carrington on the software/hardware offering that could reduce what businesses pay for power. Palo Alto Networks (PANW) on the coming cyber security spending spree by the Federal Government. FlexSteel (FLXS), the little furniture maker in Dubuque, Iowa navigates China tariffs, Mexican politics and supply chain nightmares to deliver an impressive quarter. And Citi Trends (CTRN), the brick-and-mortar retailer CRUSHING it in the inner city. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2206 no Ep. 80: DigitalOcean CEO Yancey Spruill, DoorDash, Madison Square Garden Sports Corp, Tesla, Canoo, Intel https://thedrilldown.podbean.com/e/ep-80-digitalocean-ceo-yancey-spruill-doordash-madison-square-garden-sports-corp-tesla-canoo-intel/ DigitalOcean (DOCN) CEO Yancey Spruill explains how their “developer cloud” and “droplets” help small businesses. The debate over gig economy drivers continues after Prop 22 was ruled unconstitutional. What does this mean for companies like DoorDash (DASH)? The benefits of being in EV for Tesla (TSLA) and Canoo (GOEV) as NHTSA tightens the reins on fuel efficiency requirements. Madison Square Garden Sports Corp’s (MSGE) bets on the Rockettes and sets sights on a new market: gambling. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 23 Aug 2021 21:52:55 -0000 Ep. 80: DigitalOcean CEO Yancey Spruill, DoorDash, Madison Square Garden Sports Corp, Tesla, Canoo, Intel full 1 80 Cory Johnson DigitalOcean (DOCN) CEO Yancey Spruill explains how their “developer cloud” and “droplets” help small businesses. The debate over gig economy drivers continues after Prop 22 was ruled unconstitutional. What does this mean for companies like DoorDash (DAS... DigitalOcean (DOCN) CEO Yancey Spruill explains how their “developer cloud” and “droplets” help small businesses. The debate over gig economy drivers continues after Prop 22 was ruled unconstitutional. What does this mean for companies like DoorDash (DASH)? The benefits of being in EV for Tesla (TSLA) and Canoo (GOEV) as NHTSA tightens the reins on fuel efficiency requirements. Madison Square Garden Sports Corp’s (MSGE) bets on the Rockettes and sets sights on a new market: gambling. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices DigitalOcean (DOCN) CEO Yancey Spruill explains how their “developer cloud” and “droplets” help small businesses. The debate over gig economy drivers continues after Prop 22 was ruled unconstitutional. What does this mean for companies like DoorDash (DASH)? The benefits of being in EV for Tesla (TSLA) and Canoo (GOEV) as NHTSA tightens the reins on fuel efficiency requirements. Madison Square Garden Sports Corp’s (MSGE) bets on the Rockettes and sets sights on a new market: gambling. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2728 no Ep. 79: Horizon Technology Finance CEO Robert Pomeroy, Tesla, Applied Materials, Foot Locker, Apple, T-Mobile, Bill Ackman https://thedrilldown.podbean.com/e/ep-79-horizon-technology-finance-ceo-robert-pomeroy-tesla-applied-materials-foot-locker-apple-t-mobile-bill-ackman/ Horizon Technology Finance (HRZN) CEO Robert Pomeroy gets real about how big companies borrow money without issuing BONDS. Tesla (TSLA) says prepare for its humanoid robots. But, what about Tesla’s other promises? How Applied Materials (AMAT) is managing the challenges facing the semiconductor industry. What Foot Locker’s (FL) WSS and atmos acquisitions mean for the future of footwear. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 20 Aug 2021 22:21:28 -0000 Ep. 79: Horizon Technology Finance CEO Robert Pomeroy, Tesla, Applied Materials, Foot Locker, Apple, T-Mobile, Bill Ackman full 1 79 Cory Johnson Horizon Technology Finance (HRZN) CEO Robert Pomeroy gets real about how big companies borrow money without issuing BONDS. Tesla (TSLA) says prepare for its humanoid robots. But, what about Tesla’s other promises? How Applied Materials (AMAT) is managing... Horizon Technology Finance (HRZN) CEO Robert Pomeroy gets real about how big companies borrow money without issuing BONDS. Tesla (TSLA) says prepare for its humanoid robots. But, what about Tesla’s other promises? How Applied Materials (AMAT) is managing the challenges facing the semiconductor industry. What Foot Locker’s (FL) WSS and atmos acquisitions mean for the future of footwear. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Horizon Technology Finance (HRZN) CEO Robert Pomeroy gets real about how big companies borrow money without issuing BONDS. Tesla (TSLA) says prepare for its humanoid robots. But, what about Tesla’s other promises? How Applied Materials (AMAT) is managing the challenges facing the semiconductor industry. What Foot Locker’s (FL) WSS and atmos acquisitions mean for the future of footwear. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2331 no Ep. 78: Illumina CEO Francis deSouza, Robinhood, Synopsys, Toyota, Amazon, Adobe, OnlyFans https://thedrilldown.podbean.com/e/ep-78-illumina-ceo-francis-desouza-robinhood-synopsys-toyota-amazon-adobe-onlyfans/ Illumina (ILMN) CEO Francis deSouza on acquiring Grail despite an ongoing antitrust probe and pioneering genome technology. How Synopsys (SNPS) leaned into the “age of Smart Everything” through semiconductor software innovation. Could the SEC throw a wrench in Robinhood’s (HOOD) most important revenue stream? What will the long term impact be as Toyota (TM) slashes global production? OnlyFans decides to put on clothes. Amazon (AMZN) plans to open its version of a department store. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 19 Aug 2021 22:20:19 -0000 Ep. 78: Illumina CEO Francis deSouza, Robinhood, Synopsys, Toyota, Amazon, Adobe, OnlyFans full 1 78 Cory Johnson Illumina (ILMN) CEO Francis deSouza on acquiring Grail despite an ongoing antitrust probe and pioneering genome technology. How Synopsys (SNPS) leaned into the “age of Smart Everything” through semiconductor software innovation. Could the SEC throw a wre... Illumina (ILMN) CEO Francis deSouza on acquiring Grail despite an ongoing antitrust probe and pioneering genome technology. How Synopsys (SNPS) leaned into the “age of Smart Everything” through semiconductor software innovation. Could the SEC throw a wrench in Robinhood’s (HOOD) most important revenue stream? What will the long term impact be as Toyota (TM) slashes global production? OnlyFans decides to put on clothes. Amazon (AMZN) plans to open its version of a department store. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Illumina (ILMN) CEO Francis deSouza on acquiring Grail despite an ongoing antitrust probe and pioneering genome technology. How Synopsys (SNPS) leaned into the “age of Smart Everything” through semiconductor software innovation. Could the SEC throw a wrench in Robinhood’s (HOOD) most important revenue stream? What will the long term impact be as Toyota (TM) slashes global production? OnlyFans decides to put on clothes. Amazon (AMZN) plans to open its version of a department store. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2796 no Ep. 77: Eagle Point Credit Company Founder Tom Majewski, Lowe’s, The Children's Place, America's Car-Mart https://thedrilldown.podbean.com/e/ep-77-eagle-point-credit-company-founder-tom-majewski-lowe-s-the-childrens-place-americas-car-mart/ Eagle Point Credit Company (ECC) Founder Tom Majewski tells us how he’s found success investing in the debt of other big companies. Why The Children's Place (PLCE) is rethinking their promotion strategy. Lowe’s (LOW) bets on even more DIY home improvement projects. Why this used car dealer, America's Car-Mart (CRMT) is struggling even while the used car market thrives. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 18 Aug 2021 22:01:54 -0000 Ep. 77: Eagle Point Credit Company Founder Tom Majewski, Lowe’s, The Children's Place, America's Car-Mart full 1 77 Cory Johnson Eagle Point Credit Company (ECC) Founder Tom Majewski tells us how he’s found success investing in the debt of other big companies. Why The Children's Place (PLCE) is rethinking their promotion strategy. Lowe’s (LOW) bets on even more DIY home improvemen... Eagle Point Credit Company (ECC) Founder Tom Majewski tells us how he’s found success investing in the debt of other big companies. Why The Children's Place (PLCE) is rethinking their promotion strategy. Lowe’s (LOW) bets on even more DIY home improvement projects. Why this used car dealer, America's Car-Mart (CRMT) is struggling even while the used car market thrives. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Eagle Point Credit Company (ECC) Founder Tom Majewski tells us how he’s found success investing in the debt of other big companies. Why The Children's Place (PLCE) is rethinking their promotion strategy. Lowe’s (LOW) bets on even more DIY home improvement projects. Why this used car dealer, America's Car-Mart (CRMT) is struggling even while the used car market thrives. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2092 no Ep. 76: SITE Centers CEO David Lukes, Home Depot, Danimer Scientific, Lightning eMotors, Lithium, Afghanistan, Amazon, Walmart https://thedrilldown.podbean.com/e/ep-76-site-centers-ceo-david-lukes-home-depot-danimer-scientific-lightning-emotors-lithium-afghanistan-amazon-walmart/ SITE Centers (SITC) CEO David Lukes tells us why he thinks he’s unlocked the key to success in retail real estate. How the collapse of Afghanistan could slow down the electric cars business. Is the home improvement fad here to stay? Home Depot (HD) thinks so. Why plastic maker Danimer Scientific (DNMR) says COVID-driven restaurant shutdowns could be on the horizon. How Lightning Emotors’ (ZEV) is dealing with its supply chain problems. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 17 Aug 2021 22:17:30 -0000 Ep. 76: SITE Centers CEO David Lukes, Home Depot, Danimer Scientific, Lightning eMotors, Lithium, Afghanistan, Amazon, Walmart full 1 76 Cory Johnson SITE Centers (SITC) CEO David Lukes tells us why he thinks he’s unlocked the key to success in retail real estate. How the collapse of Afghanistan could slow down the electric cars business. Is the home improvement fad here to stay? Home Depot (HD) think... SITE Centers (SITC) CEO David Lukes tells us why he thinks he’s unlocked the key to success in retail real estate. How the collapse of Afghanistan could slow down the electric cars business. Is the home improvement fad here to stay? Home Depot (HD) thinks so. Why plastic maker Danimer Scientific (DNMR) says COVID-driven restaurant shutdowns could be on the horizon. How Lightning Emotors’ (ZEV) is dealing with its supply chain problems. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices SITE Centers (SITC) CEO David Lukes tells us why he thinks he’s unlocked the key to success in retail real estate. How the collapse of Afghanistan could slow down the electric cars business. Is the home improvement fad here to stay? Home Depot (HD) thinks so. Why plastic maker Danimer Scientific (DNMR) says COVID-driven restaurant shutdowns could be on the horizon. How Lightning Emotors’ (ZEV) is dealing with its supply chain problems. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2330 no Ep. 75: Builders FirstSource CEO David Flitman, Paysafe, Sonos, Niu Technologies https://thedrilldown.podbean.com/e/ep-75-builders-firstsource-ceo-david-flitman-paysafe-sonos-niu-technologies/ Builders FirstSource (BLDR) CEO David Flitman with the inside story of supplying a booming home building market amidst surging lumber prices, shipping woes and labor shortages ($5,000 signing bonuses for truck drivers?!?) With flagging US growth, Paysafe (PSFE) sets their sights on Latin America. What happens next after Sonos (SONO) received an early big win in their patent lawsuit against Google? It could take longer than they want. Why Niu Technologies (NIU) saw electric scooter sales soar in China but still can’t get product to the US in size. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 16 Aug 2021 21:45:27 -0000 Ep. 75: Builders FirstSource CEO David Flitman, Paysafe, Sonos, Niu Technologies full 1 75 Cory Johnson Builders FirstSource (BLDR) CEO David Flitman with the inside story of supplying a booming home building market amidst surging lumber prices, shipping woes and labor shortages ($5,000 signing bonuses for truck drivers?!?) With flagging US growth, Paysafe... Builders FirstSource (BLDR) CEO David Flitman with the inside story of supplying a booming home building market amidst surging lumber prices, shipping woes and labor shortages ($5,000 signing bonuses for truck drivers?!?) With flagging US growth, Paysafe (PSFE) sets their sights on Latin America. What happens next after Sonos (SONO) received an early big win in their patent lawsuit against Google? It could take longer than they want. Why Niu Technologies (NIU) saw electric scooter sales soar in China but still can’t get product to the US in size. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Builders FirstSource (BLDR) CEO David Flitman with the inside story of supplying a booming home building market amidst surging lumber prices, shipping woes and labor shortages ($5,000 signing bonuses for truck drivers?!?) With flagging US growth, Paysafe (PSFE) sets their sights on Latin America. What happens next after Sonos (SONO) received an early big win in their patent lawsuit against Google? It could take longer than they want. Why Niu Technologies (NIU) saw electric scooter sales soar in China but still can’t get product to the US in size. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2306 no Ep. 74: Porch Group with Villere’s Lamar Villere, Tattooed Chef, Rocket Companies, Honest Company https://thedrilldown.podbean.com/e/ep-74-porch-group-with-villere-s-lamar-villere-tattooed-chef-rocket-companies-honest-company/ Porch Group (PRCH): the Amazon of home services? That’s the take from Villere portfolio manager Lamar Villere. How the Tattooed Chef (TTCF) underestimated the inflation. Rocket Companies (RKT) sees fantastic Q2 returns offering everything from mortgages to auto to solar loans. Why “destocking” problems won’t end for Honest Company (HNST). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 13 Aug 2021 22:08:04 -0000 Ep. 74: Porch Group with Villere’s Lamar Villere, Tattooed Chef, Rocket Companies, Honest Company full 1 74 Cory Johnson Porch Group (PRCH): the Amazon of home services? That’s the take from Villere portfolio manager Lamar Villere. How the Tattooed Chef (TTCF) underestimated the inflation. Rocket Companies (RKT) sees fantastic Q2 returns offering everything from mortgages ... Porch Group (PRCH): the Amazon of home services? That’s the take from Villere portfolio manager Lamar Villere. How the Tattooed Chef (TTCF) underestimated the inflation. Rocket Companies (RKT) sees fantastic Q2 returns offering everything from mortgages to auto to solar loans. Why “destocking” problems won’t end for Honest Company (HNST). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Porch Group (PRCH): the Amazon of home services? That’s the take from Villere portfolio manager Lamar Villere. How the Tattooed Chef (TTCF) underestimated the inflation. Rocket Companies (RKT) sees fantastic Q2 returns offering everything from mortgages to auto to solar loans. Why “destocking” problems won’t end for Honest Company (HNST). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2012 no Ep. 73: Patterson Companies CEO Mark Walchirk, ExOne, Rackspace Technology, Laird Superfood https://thedrilldown.podbean.com/e/ep-73-patterson-companies-ceo-mark-walchirk-exone-rackspace-technology-laird-superfood/ Patterson Companies (PDCO) CEO Mark Walchirk walks us through the similarities of being in both the animal health and dental industry. What Desktop Metal (DM) acquiring ExOne (XONE) means for the future of 3D printing. Rackspace Technology (RXT) CEO says they are in a transition phase as they see a slow down in growth. Laird Superfood (LSf) can’t find their post-public footing with online sales inefficiencies, Costco sales problems, and an exiting CEO. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 12 Aug 2021 22:01:29 -0000 Ep. 73: Patterson Companies CEO Mark Walchirk, ExOne, Rackspace Technology, Laird Superfood full 1 73 Cory Johnson Patterson Companies (PDCO) CEO Mark Walchirk walks us through the similarities of being in both the animal health and dental industry. What Desktop Metal (DM) acquiring ExOne (XONE) means for the future of 3D printing. Rackspace Technology (RXT) CEO says... Patterson Companies (PDCO) CEO Mark Walchirk walks us through the similarities of being in both the animal health and dental industry. What Desktop Metal (DM) acquiring ExOne (XONE) means for the future of 3D printing. Rackspace Technology (RXT) CEO says they are in a transition phase as they see a slow down in growth. Laird Superfood (LSf) can’t find their post-public footing with online sales inefficiencies, Costco sales problems, and an exiting CEO. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Patterson Companies (PDCO) CEO Mark Walchirk walks us through the similarities of being in both the animal health and dental industry. What Desktop Metal (DM) acquiring ExOne (XONE) means for the future of 3D printing. Rackspace Technology (RXT) CEO says they are in a transition phase as they see a slow down in growth. Laird Superfood (LSf) can’t find their post-public footing with online sales inefficiencies, Costco sales problems, and an exiting CEO. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2430 no Ep. 72: Lemonade CFO Tim Bixby, Perrigo, HyreCar, WW International https://thedrilldown.podbean.com/e/ep-73-lemonade-cfo-tim-bixby-perrigo-hyrecar-ww-international/ Lemonade (LMND) CFO Tim Bixby explains why Lemonade shrinking revenues are of little concern. HyreCar (HYRE) floundering bet on peer-to-peer car-sharing. What happens to a cold and  flu medicine provider if no one gets a cold or the flu? Perrigo (PRGO) needs to know. As the wellness industry thrives, WW International (WW) formerly known as Weight Watchers, blames industry trends for their bad numbers. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 11 Aug 2021 21:57:47 -0000 Ep. 72: Lemonade CFO Tim Bixby, Perrigo, HyreCar, WW International full 1 72 Cory Johnson Lemonade (LMND) CFO Tim Bixby explains why Lemonade shrinking revenues are of little concern. HyreCar (HYRE) floundering bet on peer-to-peer car-sharing. What happens to a cold and  flu medicine provider if no one gets a cold or the flu? Perrigo (PRGO) n... Lemonade (LMND) CFO Tim Bixby explains why Lemonade shrinking revenues are of little concern. HyreCar (HYRE) floundering bet on peer-to-peer car-sharing. What happens to a cold and  flu medicine provider if no one gets a cold or the flu? Perrigo (PRGO) needs to know. As the wellness industry thrives, WW International (WW) formerly known as Weight Watchers, blames industry trends for their bad numbers. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Lemonade (LMND) CFO Tim Bixby explains why Lemonade shrinking revenues are of little concern. HyreCar (HYRE) floundering bet on peer-to-peer car-sharing. What happens to a cold and  flu medicine provider if no one gets a cold or the flu? Perrigo (PRGO) needs to know. As the wellness industry thrives, WW International (WW) formerly known as Weight Watchers, blames industry trends for their bad numbers. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2274 no Ep. 71: Allegiant Air with Hennessy Focus Fund's Brian Macauley, Kansas City Southern, AMC Theatres, Metromile https://thedrilldown.podbean.com/e/allegiant-air-with-hennessy-focus-funds-brian-macauley-kansas-city-southern-amc-theatres-metromile/ Hennessy Focus Fund's Brian Macauley discusses Allegiant Air (ALGT) and the longevity in ultra low cost carriers. AMC Theatres (AMC) talks a big game, but will their years’ box office numbers actually be enough to become profitable? Kansas City Southern (KSU) is still on track to railway innovation and efficiency by utilizing precision scheduled railroading. How Metromile’s (MILE) pay-per-mile car insurance isn’t really paying. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 10 Aug 2021 22:20:25 -0000 Ep. 71: Allegiant Air with Hennessy Focus Fund's Brian Macauley, Kansas City Southern, AMC Theatres, Metromile full 1 71 Cory Johnson Hennessy Focus Fund's Brian Macauley discusses Allegiant Air (ALGT) and the longevity in ultra low cost carriers. AMC Theatres (AMC) talks a big game, but will their years’ box office numbers actually be enough to become profitable? Kansas City Southern ... Hennessy Focus Fund's Brian Macauley discusses Allegiant Air (ALGT) and the longevity in ultra low cost carriers. AMC Theatres (AMC) talks a big game, but will their years’ box office numbers actually be enough to become profitable? Kansas City Southern (KSU) is still on track to railway innovation and efficiency by utilizing precision scheduled railroading. How Metromile’s (MILE) pay-per-mile car insurance isn’t really paying. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Hennessy Focus Fund's Brian Macauley discusses Allegiant Air (ALGT) and the longevity in ultra low cost carriers. AMC Theatres (AMC) talks a big game, but will their years’ box office numbers actually be enough to become profitable? Kansas City Southern (KSU) is still on track to railway innovation and efficiency by utilizing precision scheduled railroading. How Metromile’s (MILE) pay-per-mile car insurance isn’t really paying. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2438 no Ep. 70: Vista Outdoor CEO Chris Metz, Tyson Foods, Aterian, Coinbase, Bitcoin, Ethereum, XRP https://thedrilldown.podbean.com/e/vista-outdoor-ceo-chris-metz-tyson-foods-aterian-coinbase-bitcoin-ethereum-xrp/ Vista Outdoor (VSTO) CEO Chris Metz discusses magic bullets and designer guns. Tyson Foods (TSN) gets hit by the big chicken inflation. Why this Cathie Wood’s stock pick, Aterian (ATER) isn’t seeing their smart products succeed. How the new US infrastructure bill could force crypto companies to leave the United States including Coinbase (COIN) #bitcoin, #xrp, #Ethereum. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 09 Aug 2021 21:23:14 -0000 Ep. 70: Vista Outdoor CEO Chris Metz, Tyson Foods, Aterian, Coinbase, Bitcoin, Ethereum, XRP full 1 70 Cory Johnson Vista Outdoor (VSTO) CEO Chris Metz discusses magic bullets and designer guns. Tyson Foods (TSN) gets hit by the big chicken inflation. Why this Cathie Wood’s stock pick, Aterian (ATER) isn’t seeing their smart products succeed. How the new US infrastruc... Vista Outdoor (VSTO) CEO Chris Metz discusses magic bullets and designer guns. Tyson Foods (TSN) gets hit by the big chicken inflation. Why this Cathie Wood’s stock pick, Aterian (ATER) isn’t seeing their smart products succeed. How the new US infrastructure bill could force crypto companies to leave the United States including Coinbase (COIN) #bitcoin, #xrp, #Ethereum. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Vista Outdoor (VSTO) CEO Chris Metz discusses magic bullets and designer guns. Tyson Foods (TSN) gets hit by the big chicken inflation. Why this Cathie Wood’s stock pick, Aterian (ATER) isn’t seeing their smart products succeed. How the new US infrastructure bill could force crypto companies to leave the United States including Coinbase (COIN) #bitcoin, #xrp, #Ethereum. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2624 no Ep. 69: Star Bulk Carriers president Hamish Norton, The Goodyear Tire & Rubber Company, Sunrun, DraftKings https://thedrilldown.podbean.com/e/star-bulk-carriers-president-hamish-norton-the-goodyear-tire-rubber-company-sunrun-draftkings/ Star Bulk Carriers (SBLK) president Hamish Norton discusses his company’s great quarter and breaks down what’s happening with the global shipping supply chain. Good news for the Goodyear Tire & Rubber Company (GT) as consumers hold onto their used vehicles. Sunrun (RUN) sees a boost in solar batteries. Why DraftKings (DKNG) is betting big on NFTs. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 06 Aug 2021 20:31:18 -0000 Ep. 69: Star Bulk Carriers president Hamish Norton, The Goodyear Tire & Rubber Company, Sunrun, DraftKings full 1 69 Cory Johnson Star Bulk Carriers (SBLK) president Hamish Norton discusses his company’s great quarter and breaks down what’s happening with the global shipping supply chain. Good news for the Goodyear Tire & Rubber Company (GT) as consumers hold onto their used vehicl... Star Bulk Carriers (SBLK) president Hamish Norton discusses his company’s great quarter and breaks down what’s happening with the global shipping supply chain. Good news for the Goodyear Tire & Rubber Company (GT) as consumers hold onto their used vehicles. Sunrun (RUN) sees a boost in solar batteries. Why DraftKings (DKNG) is betting big on NFTs. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Star Bulk Carriers (SBLK) president Hamish Norton discusses his company’s great quarter and breaks down what’s happening with the global shipping supply chain. Good news for the Goodyear Tire & Rubber Company (GT) as consumers hold onto their used vehicles. Sunrun (RUN) sees a boost in solar batteries. Why DraftKings (DKNG) is betting big on NFTs. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2266 no Ep. 68: SentinelOne with SineWave's Yanev Suissa, Fastly, HubSpot, Lemonade https://thedrilldown.podbean.com/e/sentinelone-with-sinewaves-yanev-suissa-fastly-hubspot-lemonade/ SentinelOne’s (S) recent IPO shows how very different cybersecurity companies can be, with SineWave's Yanev Suissa. Fastly (FSLY) struggles after a lousy quarter after a crucial internet outage. How HubSpot (HUBS) CRM offering changes the game and grabs customers for keeps. Lemonade (LMND) warns that new insurance offerings will have bigger losses. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 05 Aug 2021 21:32:18 -0000 Ep. 68: SentinelOne with SineWave's Yanev Suissa, Fastly, HubSpot, Lemonade full 1 68 Cory Johnson SentinelOne’s (S) recent IPO shows how very different cybersecurity companies can be, with SineWave's Yanev Suissa. Fastly (FSLY) struggles after a lousy quarter after a crucial internet outage. How HubSpot (HUBS) CRM offering changes the game and grabs ... SentinelOne’s (S) recent IPO shows how very different cybersecurity companies can be, with SineWave's Yanev Suissa. Fastly (FSLY) struggles after a lousy quarter after a crucial internet outage. How HubSpot (HUBS) CRM offering changes the game and grabs customers for keeps. Lemonade (LMND) warns that new insurance offerings will have bigger losses. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices SentinelOne’s (S) recent IPO shows how very different cybersecurity companies can be, with SineWave's Yanev Suissa. Fastly (FSLY) struggles after a lousy quarter after a crucial internet outage. How HubSpot (HUBS) CRM offering changes the game and grabs customers for keeps. Lemonade (LMND) warns that new insurance offerings will have bigger losses. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2009 no Ep. 67: AquaBounty Technologies CEO Sylvia Wulf, Devon Energy, Avis Budget Group, 908 Devices https://thedrilldown.podbean.com/e/aquabounty-technologies-ceo-sylvia-wulf-devon-energy-avis-budget-group-908-devices/ AquaBounty Technologies (AQB) CEO Sylvia Wulf on the challenges and promises of land based fish farming. Devon Energy (DVN) makes a losing bet while hedging oil price fluctuations. Why are Avis Budget Group’s cars so damn expensive this year? Their CFO says it’s not his fault. How 908 Devices (MASS) new technology can sniff out narcotics like fentanyl. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 04 Aug 2021 21:47:57 -0000 Ep. 67: AquaBounty Technologies CEO Sylvia Wulf, Devon Energy, Avis Budget Group, 908 Devices full 1 67 Cory Johnson AquaBounty Technologies (AQB) CEO Sylvia Wulf on the challenges and promises of land based fish farming. Devon Energy (DVN) makes a losing bet while hedging oil price fluctuations. Why are Avis Budget Group’s cars so damn expensive this year? Their CFO s... AquaBounty Technologies (AQB) CEO Sylvia Wulf on the challenges and promises of land based fish farming. Devon Energy (DVN) makes a losing bet while hedging oil price fluctuations. Why are Avis Budget Group’s cars so damn expensive this year? Their CFO says it’s not his fault. How 908 Devices (MASS) new technology can sniff out narcotics like fentanyl. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices AquaBounty Technologies (AQB) CEO Sylvia Wulf on the challenges and promises of land based fish farming. Devon Energy (DVN) makes a losing bet while hedging oil price fluctuations. Why are Avis Budget Group’s cars so damn expensive this year? Their CFO says it’s not his fault. How 908 Devices (MASS) new technology can sniff out narcotics like fentanyl. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2128 no Ep. 66: LendingClub CEO Scott Sanborn, Bitcoin, XRP, Clorox, Take-Two Interactive, Activision Blizzard, Marriott International, Bitcoin, Ripple and XRP https://thedrilldown.podbean.com/e/lendingclub-ceo-scott-sanborn-bitcoin-xrp-clorox-take-two-interactive-activision-blizzard-marriott-international-bitcoin-ripple-and-xrp/ LendingClub (LC) CEO Scott Sanborn discusses the Radius Bank acquisition and skyrocketing loan originations and the end of banking as we know it. Clorox (CLX) battles post-pandemic filth. Why Activision Blizzard’s diversity problems could help Take-Two Interactive (TTWO). Marriott International (MAR) sees a rapid return to travel. And SEC chair Gary Gensler wants purview over Bitcoin, Ripple and XRP and the rest of the world of crypto. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 03 Aug 2021 21:59:22 -0000 Ep. 66: LendingClub CEO Scott Sanborn, Bitcoin, XRP, Clorox, Take-Two Interactive, Activision Blizzard, Marriott International, Bitcoin, Ripple and XRP full 1 66 Cory Johnson LendingClub (LC) CEO Scott Sanborn discusses the Radius Bank acquisition and skyrocketing loan originations and the end of banking as we know it. Clorox (CLX) battles post-pandemic filth. Why Activision Blizzard’s diversity problems could help Take-Two I... LendingClub (LC) CEO Scott Sanborn discusses the Radius Bank acquisition and skyrocketing loan originations and the end of banking as we know it. Clorox (CLX) battles post-pandemic filth. Why Activision Blizzard’s diversity problems could help Take-Two Interactive (TTWO). Marriott International (MAR) sees a rapid return to travel. And SEC chair Gary Gensler wants purview over Bitcoin, Ripple and XRP and the rest of the world of crypto. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices LendingClub (LC) CEO Scott Sanborn discusses the Radius Bank acquisition and skyrocketing loan originations and the end of banking as we know it. Clorox (CLX) battles post-pandemic filth. Why Activision Blizzard’s diversity problems could help Take-Two Interactive (TTWO). Marriott International (MAR) sees a rapid return to travel. And SEC chair Gary Gensler wants purview over Bitcoin, Ripple and XRP and the rest of the world of crypto. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2326 no Ep. 65: Barrick Gold with Gainesville Coins' Everett Millman, Parker Hannifin, Square, RADA Electronic Industries https://thedrilldown.podbean.com/e/august-2-2021-the-drill-down-barrick-gold-with-gainesville-coins-everett-millman-parker-hannifin-square-rada-electronic-industries/ Barrick Gold (GOLD) is a miner like no other, says Gainesville Coins' Everett Millman. Parker Hannifin (PH), Meggitt and the profiteers of the new space race. The strategy behind Square (SQ) acquiring AfterPay and the dependence on bitcoin. The company behind Israel’s Drone Dome, RADA Electronic Industries (RADA). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 02 Aug 2021 22:00:32 -0000 Ep. 65: Barrick Gold with Gainesville Coins' Everett Millman, Parker Hannifin, Square, RADA Electronic Industries full 1 65 Cory Johnson Barrick Gold (GOLD) is a miner like no other, says Gainesville Coins' Everett Millman. Parker Hannifin (PH), Meggitt and the profiteers of the new space race. The strategy behind Square (SQ) acquiring AfterPay and the dependence on bitcoin. The company b... Barrick Gold (GOLD) is a miner like no other, says Gainesville Coins' Everett Millman. Parker Hannifin (PH), Meggitt and the profiteers of the new space race. The strategy behind Square (SQ) acquiring AfterPay and the dependence on bitcoin. The company behind Israel’s Drone Dome, RADA Electronic Industries (RADA). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Barrick Gold (GOLD) is a miner like no other, says Gainesville Coins' Everett Millman. Parker Hannifin (PH), Meggitt and the profiteers of the new space race. The strategy behind Square (SQ) acquiring AfterPay and the dependence on bitcoin. The company behind Israel’s Drone Dome, RADA Electronic Industries (RADA). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2259 no Ep. 64: Plug Power with Global X's Andrew Little, Chevron, CareDx, Caterpillar https://thedrilldown.podbean.com/e/july-30-2021-the-drill-down-plug-power-chevron-caredx-caterpillar/ Plug Power (PLUG) fuel cell business surges ahead and is poised for even more success, says Global X's Andrew Little. How Chevron (CVX) has surpassed their initial climate change goals. Why all eyes are on CareDx’s (CDNA) novel DNA treatment for kidney disease -- and more. And why Caterpillar (CAT) is succeeding with autonomous driving even as Tesla fails. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 30 Jul 2021 21:56:07 -0000 Ep. 64: Plug Power with Global X's Andrew Little, Chevron, CareDx, Caterpillar full 1 64 Cory Johnson Plug Power (PLUG) fuel cell business surges ahead and is poised for even more success, says Global X's Andrew Little. How Chevron (CVX) has surpassed their initial climate change goals. Why all eyes are on CareDx’s (CDNA) novel DNA treatment for kidney d... Plug Power (PLUG) fuel cell business surges ahead and is poised for even more success, says Global X's Andrew Little. How Chevron (CVX) has surpassed their initial climate change goals. Why all eyes are on CareDx’s (CDNA) novel DNA treatment for kidney disease -- and more. And why Caterpillar (CAT) is succeeding with autonomous driving even as Tesla fails. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Plug Power (PLUG) fuel cell business surges ahead and is poised for even more success, says Global X's Andrew Little. How Chevron (CVX) has surpassed their initial climate change goals. Why all eyes are on CareDx’s (CDNA) novel DNA treatment for kidney disease -- and more. And why Caterpillar (CAT) is succeeding with autonomous driving even as Tesla fails. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2280 no Ep: 63: Iridium Communications CEO Matt Desch, PayPal, Tempur Sealy International, VSE Corporation https://thedrilldown.podbean.com/e/july-29-2021-the-drill-down-iridium-communications-paypal-tempur-sealy-international-vse-corporation/ Iridium Communications (IRDM) CEO Matt Desch on pioneering satellite technology and the future of mobile communications. VSE Corporation (VSEC) steers itself out of the pandemic. PayPal (PYPL) yearns for an eBay divorce. How Tempur Sealy International (TPX) is struggling with soaring demand for mattresses. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 29 Jul 2021 21:41:04 -0000 Ep: 63: Iridium Communications CEO Matt Desch, PayPal, Tempur Sealy International, VSE Corporation full 1 63 Cory Johnson Iridium Communications (IRDM) CEO Matt Desch on pioneering satellite technology and the future of mobile communications. VSE Corporation (VSEC) steers itself out of the pandemic. PayPal (PYPL) yearns for an eBay divorce. How Tempur Sealy International (T... Iridium Communications (IRDM) CEO Matt Desch on pioneering satellite technology and the future of mobile communications. VSE Corporation (VSEC) steers itself out of the pandemic. PayPal (PYPL) yearns for an eBay divorce. How Tempur Sealy International (TPX) is struggling with soaring demand for mattresses. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Iridium Communications (IRDM) CEO Matt Desch on pioneering satellite technology and the future of mobile communications. VSE Corporation (VSEC) steers itself out of the pandemic. PayPal (PYPL) yearns for an eBay divorce. How Tempur Sealy International (TPX) is struggling with soaring demand for mattresses. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2178 no Ep. 62: AVEO Pharmaceuticals CEO Michael Bailey, Shopify, McDonald’s, Six Flags Entertainment https://thedrilldown.podbean.com/e/july-28-2021-the-drill-down-aveo-pharmaceuticals-shopify-mcdonald-s-six-flags-entertainment/ AVEO Pharmaceuticals (AVEO) CEO Michael Bailey explains why we’re finally making big progress on cures for cancers. McDonald’s (MCD) and their crispy chicken domination (sorry Wendy’s). Shopify (SHOP) finds a way to get customers online AND offline. Six Flags Entertainment (SIX) sees post pandemic boom, but will hiring struggles cause this roller coaster ride -- an ACTUAL roller coaster ride -- to slow down? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 28 Jul 2021 21:34:34 -0000 Ep. 62: AVEO Pharmaceuticals CEO Michael Bailey, Shopify, McDonald’s, Six Flags Entertainment full 1 62 Cory Johnson AVEO Pharmaceuticals (AVEO) CEO Michael Bailey explains why we’re finally making big progress on cures for cancers. McDonald’s (MCD) and their crispy chicken domination (sorry Wendy’s). Shopify (SHOP) finds a way to get customers online AND offline. Six ... AVEO Pharmaceuticals (AVEO) CEO Michael Bailey explains why we’re finally making big progress on cures for cancers. McDonald’s (MCD) and their crispy chicken domination (sorry Wendy’s). Shopify (SHOP) finds a way to get customers online AND offline. Six Flags Entertainment (SIX) sees post pandemic boom, but will hiring struggles cause this roller coaster ride -- an ACTUAL roller coaster ride -- to slow down? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices AVEO Pharmaceuticals (AVEO) CEO Michael Bailey explains why we’re finally making big progress on cures for cancers. McDonald’s (MCD) and their crispy chicken domination (sorry Wendy’s). Shopify (SHOP) finds a way to get customers online AND offline. Six Flags Entertainment (SIX) sees post pandemic boom, but will hiring struggles cause this roller coaster ride -- an ACTUAL roller coaster ride -- to slow down? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2285 no Ep. 61: eXp World Holdings CEO Glenn Sanford, Tesla, UPS, ATI Physical Therapy https://thedrilldown.podbean.com/e/july-27-2021-the-drill-down-exp-world-holdings-tesla-ups-ati-physical-therapy/ eXp World Holdings (EXPI) CEO Glenn Sanford tells us why real estate agents are flocking to virtual selling. OPP (other people’s problems) is the bain of UPS (UPS)? ATI Physical Therapy (ATIP) collapses after a messy quarter just weeks after their SPAC IPO. Why did the Tesla (TSLA) earnings call feel so weird? *cough* Elon Musk *cough*. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 27 Jul 2021 22:07:28 -0000 Ep. 61: eXp World Holdings CEO Glenn Sanford, Tesla, UPS, ATI Physical Therapy full 1 61 Cory Johnson eXp World Holdings (EXPI) CEO Glenn Sanford tells us why real estate agents are flocking to virtual selling. OPP (other people’s problems) is the bain of UPS (UPS)? ATI Physical Therapy (ATIP) collapses after a messy quarter just weeks after their SPAC I... eXp World Holdings (EXPI) CEO Glenn Sanford tells us why real estate agents are flocking to virtual selling. OPP (other people’s problems) is the bain of UPS (UPS)? ATI Physical Therapy (ATIP) collapses after a messy quarter just weeks after their SPAC IPO. Why did the Tesla (TSLA) earnings call feel so weird? *cough* Elon Musk *cough*. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices eXp World Holdings (EXPI) CEO Glenn Sanford tells us why real estate agents are flocking to virtual selling. OPP (other people’s problems) is the bain of UPS (UPS)? ATI Physical Therapy (ATIP) collapses after a messy quarter just weeks after their SPAC IPO. Why did the Tesla (TSLA) earnings call feel so weird? *cough* Elon Musk *cough*. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2726 no Ep. 60: SPACs with dMY Technology's Niccolo De Masi, Rush Street Interactive, Hasbro, Lockheed Martin, MicroStrategy https://thedrilldown.podbean.com/e/july-26-2021-the-drill-down-spacs-rush-street-interactive-hasbro-lockheed-martin-microstrategy/ SPAC Godfather Niccolo De Masi of dMY Technology shares his growing portfolio of new companies, including online gaming platform Rush Interactive (RSI), sports data provider Genius Sports (GENI), computing pure-play IONQ (DMYI) and orbital imaging company Planet Labs (DMYQ). Hasbro (HAS) sees a future in digital games. Lockheed Martin (LMT) loves space, but can’t talk about it. MicroStrategy (MSTR) loves a bitcoin rally. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 26 Jul 2021 21:38:31 -0000 Ep. 60: SPACs with dMY Technology's Niccolo De Masi, Rush Street Interactive, Hasbro, Lockheed Martin, MicroStrategy full 1 60 Cory Johnson SPAC Godfather Niccolo De Masi of dMY Technology shares his growing portfolio of new companies, including online gaming platform Rush Interactive (RSI), sports data provider Genius Sports (GENI), computing pure-play IONQ (DMYI) and orbital imaging compan... SPAC Godfather Niccolo De Masi of dMY Technology shares his growing portfolio of new companies, including online gaming platform Rush Interactive (RSI), sports data provider Genius Sports (GENI), computing pure-play IONQ (DMYI) and orbital imaging company Planet Labs (DMYQ). Hasbro (HAS) sees a future in digital games. Lockheed Martin (LMT) loves space, but can’t talk about it. MicroStrategy (MSTR) loves a bitcoin rally. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices SPAC Godfather Niccolo De Masi of dMY Technology shares his growing portfolio of new companies, including online gaming platform Rush Interactive (RSI), sports data provider Genius Sports (GENI), computing pure-play IONQ (DMYI) and orbital imaging company Planet Labs (DMYQ). Hasbro (HAS) sees a future in digital games. Lockheed Martin (LMT) loves space, but can’t talk about it. MicroStrategy (MSTR) loves a bitcoin rally. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2726 no Ep. 59: Surgery Partners with Hood River Capital Management’s David Swank, Snap, Clearfield, Boston Beer Company https://thedrilldown.podbean.com/e/jul-23-2021-the-drill-down-surgery-partners-snapchat-clearfield-boston-beer-company/ Hood River Capital Management’s David Swank shares the ABC’s on ASC’s over at Surgery Partners (SRGY) and the big business of outpatient surgeries. Can Snap's (SNAP) new product, Spotlight, upstage TikTok? Clearfield (CLFD) sees a surge in growth thanks to their tier two clientele. Boston Beer Company (SAM) seltzers sink, but can a move into hard liquor help? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 23 Jul 2021 20:31:04 -0000 Ep. 59: Surgery Partners with Hood River Capital Management’s David Swank, Snap, Clearfield, Boston Beer Company full 1 59 Cory Johnson Hood River Capital Management’s David Swank shares the ABC’s on ASC’s over at Surgery Partners (SRGY) and the big business of outpatient surgeries. Can Snap's (SNAP) new product, Spotlight, upstage TikTok? Clearfield (CLFD) sees a surge in growth thanks ... Hood River Capital Management’s David Swank shares the ABC’s on ASC’s over at Surgery Partners (SRGY) and the big business of outpatient surgeries. Can Snap's (SNAP) new product, Spotlight, upstage TikTok? Clearfield (CLFD) sees a surge in growth thanks to their tier two clientele. Boston Beer Company (SAM) seltzers sink, but can a move into hard liquor help? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Hood River Capital Management’s David Swank shares the ABC’s on ASC’s over at Surgery Partners (SRGY) and the big business of outpatient surgeries. Can Snap's (SNAP) new product, Spotlight, upstage TikTok? Clearfield (CLFD) sees a surge in growth thanks to their tier two clientele. Boston Beer Company (SAM) seltzers sink, but can a move into hard liquor help? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 1665 no Ep. 58: Omeros Corporation with Jacob Funds' Darren Chervitz, Del Taco, Crocs, MarineMax https://thedrilldown.podbean.com/e/july-22-2021-the-drill-down-omeros-corporation-del-taco-crocs-marinemax/ A Covid cure from Omeros (OMER)? We discuss with Jacob Funds' Darren Chervitz. After strong second quarter earnings can Del Taco (TACO) overcome problems in its supply chain AND Taco Bell? Crocs (CROX) are cool, but are they back-to-school cool? MarineMax’s (HZO) big quarter even as inventory is thin. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 22 Jul 2021 22:08:05 -0000 Ep. 58: Omeros Corporation with Jacob Funds' Darren Chervitz, Del Taco, Crocs, MarineMax full 1 58 Cory Johnson A Covid cure from Omeros (OMER)? We discuss with Jacob Funds' Darren Chervitz. After strong second quarter earnings can Del Taco (TACO) overcome problems in its supply chain AND Taco Bell? Crocs (CROX) are cool, but are they back-to-school cool? MarineMa... A Covid cure from Omeros (OMER)? We discuss with Jacob Funds' Darren Chervitz. After strong second quarter earnings can Del Taco (TACO) overcome problems in its supply chain AND Taco Bell? Crocs (CROX) are cool, but are they back-to-school cool? MarineMax’s (HZO) big quarter even as inventory is thin. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices A Covid cure from Omeros (OMER)? We discuss with Jacob Funds' Darren Chervitz. After strong second quarter earnings can Del Taco (TACO) overcome problems in its supply chain AND Taco Bell? Crocs (CROX) are cool, but are they back-to-school cool? MarineMax’s (HZO) big quarter even as inventory is thin. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2055 no Ep. 57: Cambium Networks CEO Atul Bhatnagar, United Airlines, Verizon, Sleep Number https://thedrilldown.podbean.com/e/july-21-2021-the-drill-down-cambium-networks-united-airlines-verizon-sleep-number/ Cambium Networks (CMBM) CEO Atul Bhatnagar talks about the weird and wonderful business of point-to-point WiFi and offering cell service to Everest base camp. How the Delta variant ISN’T impacting travel for United Airlines (UAL). Why Verizon (VZ) is happy it’s not getting late fees. Will Sleep Number (SNBR) find a solution to a broken supply chain? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 21 Jul 2021 21:47:09 -0000 Ep. 57: Cambium Networks CEO Atul Bhatnagar, United Airlines, Verizon, Sleep Number full 1 57 Cory Johnson Cambium Networks (CMBM) CEO Atul Bhatnagar talks about the weird and wonderful business of point-to-point WiFi and offering cell service to Everest base camp. How the Delta variant ISN’T impacting travel for United Airlines (UAL). Why Verizon (VZ) is hap... Cambium Networks (CMBM) CEO Atul Bhatnagar talks about the weird and wonderful business of point-to-point WiFi and offering cell service to Everest base camp. How the Delta variant ISN’T impacting travel for United Airlines (UAL). Why Verizon (VZ) is happy it’s not getting late fees. Will Sleep Number (SNBR) find a solution to a broken supply chain? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Cambium Networks (CMBM) CEO Atul Bhatnagar talks about the weird and wonderful business of point-to-point WiFi and offering cell service to Everest base camp. How the Delta variant ISN’T impacting travel for United Airlines (UAL). Why Verizon (VZ) is happy it’s not getting late fees. Will Sleep Number (SNBR) find a solution to a broken supply chain? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2075 no Ep. 56: Fastly CEO Joshua Bixby, Iridium Communications, IBM, Synchrony https://thedrilldown.podbean.com/e/july-20-2021-the-drill-down-fastly-iridium-communications-ibm-synchrony/ Fastly (FSLY) uses developers to sneak into the C-suite and rapid growth. CEO Joshua Bixby explains. IBM tops a very low bar. Synchrony (SYF) sees a return to the golden era of debt. And Iridium Communications has problems at sea -- and they’re not what you’d think. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 20 Jul 2021 22:31:07 -0000 Ep. 56: Fastly CEO Joshua Bixby, Iridium Communications, IBM, Synchrony full 1 56 Cory Johnson Fastly (FSLY) uses developers to sneak into the C-suite and rapid growth. CEO Joshua Bixby explains. IBM tops a very low bar. Synchrony (SYF) sees a return to the golden era of debt. And Iridium Communications has problems at sea -- and they’re not what ... Fastly (FSLY) uses developers to sneak into the C-suite and rapid growth. CEO Joshua Bixby explains. IBM tops a very low bar. Synchrony (SYF) sees a return to the golden era of debt. And Iridium Communications has problems at sea -- and they’re not what you’d think. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fastly (FSLY) uses developers to sneak into the C-suite and rapid growth. CEO Joshua Bixby explains. IBM tops a very low bar. Synchrony (SYF) sees a return to the golden era of debt. And Iridium Communications has problems at sea -- and they’re not what you’d think. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2121 no Ep. 55: Alibaba with J Capital's Anne Stevenson-Yang, Tractor Supply Company, AutoNation, Prologis https://thedrilldown.podbean.com/e/july-19-2021-the-drill-down-alibaba-tractor-supply-company-autonation-prologis/ Is Alibaba’s (BABA) really as confusing as Enron? J Capital's Anne Stevenson-Yang explains her take. The worsening COVID infection rate worries Tractor Supply Company (TSCO) and slams its stock. AutoNation (AN) explains why inflation really might be transitory! Why Prologis (PLD) may be putting its renters on edge. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 19 Jul 2021 21:36:46 -0000 Ep. 55: Alibaba with J Capital's Anne Stevenson-Yang, Tractor Supply Company, AutoNation, Prologis full 1 55 Cory Johnson Is Alibaba’s (BABA) really as confusing as Enron? J Capital's Anne Stevenson-Yang explains her take. The worsening COVID infection rate worries Tractor Supply Company (TSCO) and slams its stock. AutoNation (AN) explains why inflation really might be tran... Is Alibaba’s (BABA) really as confusing as Enron? J Capital's Anne Stevenson-Yang explains her take. The worsening COVID infection rate worries Tractor Supply Company (TSCO) and slams its stock. AutoNation (AN) explains why inflation really might be transitory! Why Prologis (PLD) may be putting its renters on edge. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Is Alibaba’s (BABA) really as confusing as Enron? J Capital's Anne Stevenson-Yang explains her take. The worsening COVID infection rate worries Tractor Supply Company (TSCO) and slams its stock. AutoNation (AN) explains why inflation really might be transitory! Why Prologis (PLD) may be putting its renters on edge. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 1949 no Ep. 54: Jacobs Engineering with Global-X’s Jay Jacobs, American Outdoor Brands, Intel, Alcoa https://thedrilldown.podbean.com/e/july-16-2021-the-drill-down-american-outdoor-brands-intel-alcoa-jacobs-engineering/ Will Intel (INTC) buy GlobalFoundries to accelerate chip growth? How Alcoa (AA) believes Europe’s new carbon tax could be beneficial for business. What happened to American Outdoor Brands (AOUT) e-commerce sales? Global-X’s Jay Jacobs discusses Jacobs Engineering (J) and the longevity of big money in US infrastructure. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 16 Jul 2021 20:51:07 -0000 Ep. 54: Jacobs Engineering with Global-X’s Jay Jacobs, American Outdoor Brands, Intel, Alcoa full 1 54 Cory Johnson Will Intel (INTC) buy GlobalFoundries to accelerate chip growth? How Alcoa (AA) believes Europe’s new carbon tax could be beneficial for business. What happened to American Outdoor Brands (AOUT) e-commerce sales? Global-X’s Jay Jacobs discusses Jacobs En... Will Intel (INTC) buy GlobalFoundries to accelerate chip growth? How Alcoa (AA) believes Europe’s new carbon tax could be beneficial for business. What happened to American Outdoor Brands (AOUT) e-commerce sales? Global-X’s Jay Jacobs discusses Jacobs Engineering (J) and the longevity of big money in US infrastructure. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Will Intel (INTC) buy GlobalFoundries to accelerate chip growth? How Alcoa (AA) believes Europe’s new carbon tax could be beneficial for business. What happened to American Outdoor Brands (AOUT) e-commerce sales? Global-X’s Jay Jacobs discusses Jacobs Engineering (J) and the longevity of big money in US infrastructure. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 1786 no Ep. 53: Apple with Clockwise Capital's James Cakmak, UnitedHealth Group, The Joint Chiropractic, Taiwan Semiconductor Manufacturing https://thedrilldown.podbean.com/e/july-15-2021-the-drill-down-apple-unitedhealth-group-the-joint-chiropractic-taiwan-semiconductor-manufacturing/ UnitedHealth Group (UNH) and the return to pre-pandemic healthcare. Why The Joint Chiropractic (JYNT) is focusing on a digital strategy for future growth. Is the semiconductor shortage finally over at Taiwan Semiconductor Manufacturing (TSM)? And is Apple (AAPL) underappreciated? James Cakmak of Clockwise Capital thinks so. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 15 Jul 2021 21:45:09 -0000 Ep. 53: Apple with Clockwise Capital's James Cakmak, UnitedHealth Group, The Joint Chiropractic, Taiwan Semiconductor Manufacturing full 1 53 Cory Johnson UnitedHealth Group (UNH) and the return to pre-pandemic healthcare. Why The Joint Chiropractic (JYNT) is focusing on a digital strategy for future growth. Is the semiconductor shortage finally over at Taiwan Semiconductor Manufacturing (TSM)? And is Appl... UnitedHealth Group (UNH) and the return to pre-pandemic healthcare. Why The Joint Chiropractic (JYNT) is focusing on a digital strategy for future growth. Is the semiconductor shortage finally over at Taiwan Semiconductor Manufacturing (TSM)? And is Apple (AAPL) underappreciated? James Cakmak of Clockwise Capital thinks so. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices UnitedHealth Group (UNH) and the return to pre-pandemic healthcare. Why The Joint Chiropractic (JYNT) is focusing on a digital strategy for future growth. Is the semiconductor shortage finally over at Taiwan Semiconductor Manufacturing (TSM)? And is Apple (AAPL) underappreciated? James Cakmak of Clockwise Capital thinks so. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 1826 no Ep. 52: Purple Innovation CEO Joe Megibow, American Airlines , Lennox International , Norwegian Cruise Line https://thedrilldown.podbean.com/e/july-14-2021-the-drill-down-purple-innovation-american-airlines-lennox-international-norwegian-cruise-line/ Norwegian Cruise Line (NCLH) and its CEO are ready to fight for the right to cruise with a fully vaccinated passenger list. But will Florida stand in Norwegian’s way? Why American Airlines (AAL) is betting business travel is poised for a different kind of comeback. Lennox International (LII) searches for a new CEO. And Purple Innovation (PRPL) CEO Joe Megibow tells us how to accelerate growth during a pandemic and make mattresses cool at the same time. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 14 Jul 2021 21:31:36 -0000 Ep. 52: Purple Innovation CEO Joe Megibow, American Airlines , Lennox International , Norwegian Cruise Line full 1 52 Cory Johnson Norwegian Cruise Line (NCLH) and its CEO are ready to fight for the right to cruise with a fully vaccinated passenger list. But will Florida stand in Norwegian’s way? Why American Airlines (AAL) is betting business travel is poised for a different kind o... Norwegian Cruise Line (NCLH) and its CEO are ready to fight for the right to cruise with a fully vaccinated passenger list. But will Florida stand in Norwegian’s way? Why American Airlines (AAL) is betting business travel is poised for a different kind of comeback. Lennox International (LII) searches for a new CEO. And Purple Innovation (PRPL) CEO Joe Megibow tells us how to accelerate growth during a pandemic and make mattresses cool at the same time. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Norwegian Cruise Line (NCLH) and its CEO are ready to fight for the right to cruise with a fully vaccinated passenger list. But will Florida stand in Norwegian’s way? Why American Airlines (AAL) is betting business travel is poised for a different kind of comeback. Lennox International (LII) searches for a new CEO. And Purple Innovation (PRPL) CEO Joe Megibow tells us how to accelerate growth during a pandemic and make mattresses cool at the same time. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2345 no Ep. 51: Loop Industries CEO Daniel Solomita, JPMorgan, PLx Pharma, Conagra Brands https://thedrilldown.podbean.com/e/july-13-2021-the-drill-down-jpmorgan-plx-pharma-conagra-brands-loop-industries/ Loop Industries (LOOP) CEO Daniel Solomita discusses plastic waste and why his company hasn’t sold any product yet. PLx Pharma (PLXP) makes boring old drugs news again -- bringing us liquid aspirin! Why Conagra Brands (CAG) believes they have a winning inflation strategy. How does JPMorgan (JPM) stay ahead when it’s already ahead? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 13 Jul 2021 21:10:37 -0000 Ep. 51: Loop Industries CEO Daniel Solomita, JPMorgan, PLx Pharma, Conagra Brands full 51 Cory Johnson Loop Industries (LOOP) CEO Daniel Solomita discusses plastic waste and why his company hasn’t sold any product yet. PLx Pharma (PLXP) makes boring old drugs news again -- bringing us liquid aspirin! Why Conagra Brands (CAG) believes they have a winning i... Loop Industries (LOOP) CEO Daniel Solomita discusses plastic waste and why his company hasn’t sold any product yet. PLx Pharma (PLXP) makes boring old drugs news again -- bringing us liquid aspirin! Why Conagra Brands (CAG) believes they have a winning inflation strategy. How does JPMorgan (JPM) stay ahead when it’s already ahead? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Loop Industries (LOOP) CEO Daniel Solomita discusses plastic waste and why his company hasn’t sold any product yet. PLx Pharma (PLXP) makes boring old drugs news again -- bringing us liquid aspirin! Why Conagra Brands (CAG) believes they have a winning inflation strategy. How does JPMorgan (JPM) stay ahead when it’s already ahead? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2199 no Ep. 50: Fedex with RMW Commerce's Rick Watson, Virgin Galactic, Albemarle Corporation, Celldex Therapeutics https://thedrilldown.podbean.com/e/july-12-2021-the-drill-down-virgin-galactic-albemarle-corporation-celldex-therapeutics-fedex/ Virgin Galactic’s (SPCE) founder Richard Branson did NOT go to space, but we talk about what might be the biggest stock promotional event ever? Celldex Therapeutics (CLDX) may have found a cure for hives. As America gets greener, lithium miner Albemarle Corporation’s (ALB) big bet on renewable energy is paying off. RMW Commerce CEO Rick Watson tells us why Fedex’s (FDX) growth has only Amazon to worry about. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 12 Jul 2021 21:04:45 -0000 Ep. 50: Fedex with RMW Commerce's Rick Watson, Virgin Galactic, Albemarle Corporation, Celldex Therapeutics full 1 50 Cory Johnson Virgin Galactic’s (SPCE) founder Richard Branson did NOT go to space, but we talk about what might be the biggest stock promotional event ever? Celldex Therapeutics (CLDX) may have found a cure for hives. As America gets greener, lithium miner Albemarle ... Virgin Galactic’s (SPCE) founder Richard Branson did NOT go to space, but we talk about what might be the biggest stock promotional event ever? Celldex Therapeutics (CLDX) may have found a cure for hives. As America gets greener, lithium miner Albemarle Corporation’s (ALB) big bet on renewable energy is paying off. RMW Commerce CEO Rick Watson tells us why Fedex’s (FDX) growth has only Amazon to worry about. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Virgin Galactic’s (SPCE) founder Richard Branson did NOT go to space, but we talk about what might be the biggest stock promotional event ever? Celldex Therapeutics (CLDX) may have found a cure for hives. As America gets greener, lithium miner Albemarle Corporation’s (ALB) big bet on renewable energy is paying off. RMW Commerce CEO Rick Watson tells us why Fedex’s (FDX) growth has only Amazon to worry about. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 1950 no Ep. 49: Outset Medical CEO Leslie Trigg, Wells Fargo, Levi Strauss and Greenbrier https://thedrilldown.podbean.com/e/july-9th-2021-the-drill-down-outset-medical-wells-fargo-levi-strauss-and-greenbrier/ Silicon Valley medtech innovator Outset Medical CEO Leslie Trigg (OM). Wells Fargo ticks off Elizabeth Warren again (WFC) — is CEO Charlie Scharf to blame? Joe Biden celebrates capitalism. Greenbrier enjoys the best quarter ever for the railroads (GBC). And Levi Strauss tells us that 35% of Americans changed their waist size during Covid — and they like it! The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 09 Jul 2021 20:44:34 -0000 Ep. 49: Outset Medical CEO Leslie Trigg, Wells Fargo, Levi Strauss and Greenbrier full 1 49 Cory Johnson Silicon Valley medtech innovator Outset Medical CEO Leslie Trigg (OM). Wells Fargo ticks off Elizabeth Warren again (WFC) — is CEO Charlie Scharf to blame? Joe Biden celebrates capitalism. Greenbrier enjoys the best quarter ever for the railroads (GBC). ... Silicon Valley medtech innovator Outset Medical CEO Leslie Trigg (OM). Wells Fargo ticks off Elizabeth Warren again (WFC) — is CEO Charlie Scharf to blame? Joe Biden celebrates capitalism. Greenbrier enjoys the best quarter ever for the railroads (GBC). And Levi Strauss tells us that 35% of Americans changed their waist size during Covid — and they like it! The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Silicon Valley medtech innovator Outset Medical CEO Leslie Trigg (OM). Wells Fargo ticks off Elizabeth Warren again (WFC) — is CEO Charlie Scharf to blame? Joe Biden celebrates capitalism. Greenbrier enjoys the best quarter ever for the railroads (GBC). And Levi Strauss tells us that 35% of Americans changed their waist size during Covid — and they like it! The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2472 no Ep. 48: Devon Energy CEO Rick Muncrief, Helen of Troy, GAN, WD-40 https://thedrilldown.podbean.com/e/july-8-2021-the-drill-down-devon-helen-of-troy-gen-and-wd40/ Devon Energy (DVN) CEO Rick Muncrief tells us about the technological revolution over taking the oil patch. Helen of Troy (HELE) runs afoul of the EPA. WD-40 (WDFC) is hotter than duct tape, benefitting from the isolation renovation. GAN (GAN) gets a big boost from online gambling, but bets big on land-based casinos. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 08 Jul 2021 21:33:47 -0000 Ep. 48: Devon Energy CEO Rick Muncrief, Helen of Troy, GAN, WD-40 full 1 48 Cory Johnson Devon Energy (DVN) CEO Rick Muncrief tells us about the technological revolution over taking the oil patch. Helen of Troy (HELE) runs afoul of the EPA. WD-40 (WDFC) is hotter than duct tape, benefitting from the isolation renovation. GAN (GAN) gets a big... Devon Energy (DVN) CEO Rick Muncrief tells us about the technological revolution over taking the oil patch. Helen of Troy (HELE) runs afoul of the EPA. WD-40 (WDFC) is hotter than duct tape, benefitting from the isolation renovation. GAN (GAN) gets a big boost from online gambling, but bets big on land-based casinos. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Devon Energy (DVN) CEO Rick Muncrief tells us about the technological revolution over taking the oil patch. Helen of Troy (HELE) runs afoul of the EPA. WD-40 (WDFC) is hotter than duct tape, benefitting from the isolation renovation. GAN (GAN) gets a big boost from online gambling, but bets big on land-based casinos. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2370 no Ep. 47: Atlas Technical with Sterling Partners Equity Advisors' Kevin Silverman, Opiant Pharmaceuticals, SMART Global Holdings, Phillips 66 https://thedrilldown.podbean.com/e/july-7-the-drill-down-opiant-pharmaceuticals-smart-global-holdings-phillips-66-atlas-technical/ How will rising gas prices affect oil refiner Phillips 66 (PSX)? Why Opiant Pharmaceuticals (OPNT) believes nasal sprays have huge growth potential in the drug overdose reversal market. How computer storage is sending SMART Global Holdings (SGH) sailing. And Sterling Partners Equity Advisors CIO Kevin Silverman tells us what technical services actually mean at Atlas Technical (ATCX). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 07 Jul 2021 21:42:57 -0000 Ep. 47: Atlas Technical with Sterling Partners Equity Advisors' Kevin Silverman, Opiant Pharmaceuticals, SMART Global Holdings, Phillips 66 full 1 47 Cory Johnson How will rising gas prices affect oil refiner Phillips 66 (PSX)? Why Opiant Pharmaceuticals (OPNT) believes nasal sprays have huge growth potential in the drug overdose reversal market. How computer storage is sending SMART Global Holdings (SGH) sailing.... How will rising gas prices affect oil refiner Phillips 66 (PSX)? Why Opiant Pharmaceuticals (OPNT) believes nasal sprays have huge growth potential in the drug overdose reversal market. How computer storage is sending SMART Global Holdings (SGH) sailing. And Sterling Partners Equity Advisors CIO Kevin Silverman tells us what technical services actually mean at Atlas Technical (ATCX). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How will rising gas prices affect oil refiner Phillips 66 (PSX)? Why Opiant Pharmaceuticals (OPNT) believes nasal sprays have huge growth potential in the drug overdose reversal market. How computer storage is sending SMART Global Holdings (SGH) sailing. And Sterling Partners Equity Advisors CIO Kevin Silverman tells us what technical services actually mean at Atlas Technical (ATCX). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 1998 no Ep. 46: Ansys with Bokeh Capital's Kim Forest, ChemoCentryx, IBM, Booking.com https://thedrilldown.podbean.com/e/july-6-2021-the-drill-down-chemocentryx-ibm-bookingcom-ansys/ Will a new amendment filing on their New Drug Application be enough of a boost for ChemoCentryx (CCXI)? Why IBM (IBM) can’t get its own email system on the cloud under control. How Booking.com’s (BKNG) underwater $500M investment in DiDi Global could sink even deeper. Plus, Kim Forest of Bokeh Capital tells us what multiphysics software company Ansys (ANSS) is planning for the future of software. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 06 Jul 2021 20:21:02 -0000 Ep. 46: Ansys with Bokeh Capital's Kim Forest, ChemoCentryx, IBM, Booking.com full 46 Cory Johnson Will a new amendment filing on their New Drug Application be enough of a boost for ChemoCentryx (CCXI)? Why IBM (IBM) can’t get its own email system on the cloud under control. How Booking.com’s (BKNG) underwater $500M investment in DiDi Global could sin... Will a new amendment filing on their New Drug Application be enough of a boost for ChemoCentryx (CCXI)? Why IBM (IBM) can’t get its own email system on the cloud under control. How Booking.com’s (BKNG) underwater $500M investment in DiDi Global could sink even deeper. Plus, Kim Forest of Bokeh Capital tells us what multiphysics software company Ansys (ANSS) is planning for the future of software. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Will a new amendment filing on their New Drug Application be enough of a boost for ChemoCentryx (CCXI)? Why IBM (IBM) can’t get its own email system on the cloud under control. How Booking.com’s (BKNG) underwater $500M investment in DiDi Global could sink even deeper. Plus, Kim Forest of Bokeh Capital tells us what multiphysics software company Ansys (ANSS) is planning for the future of software. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2121 no Ep. 45: Booking.com with Knights of Columbus Asset Advisors' Tony Minopoli, Alector Inc, Santander Consumer, Ammo Inc https://thedrilldown.podbean.com/e/july-2-2021-the-drill-down-bookingcom-alector-inc-santander-consumer-ammo-inc/ Tax cheating and Trump Inc. A look at the business implications of the Trump Organization’s alleged tax scheme. Alector (ALEC): close to a cure for Alzheimers?  How Santander Consumer (SC) is making a risky car market work for their auto lending business. Why Ammo Inc (POWW) is sticking to their guns as a sales backlog stacks up. Knights of Columbus Asset Advisors CIO Tony Minopoli says Booking.com (BKNG) is seeing big boosts from summer travel. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 02 Jul 2021 20:39:29 -0000 Ep. 45: Booking.com with Knights of Columbus Asset Advisors' Tony Minopoli, Alector Inc, Santander Consumer, Ammo Inc full 1 45 Cory Johnson Tax cheating and Trump Inc. A look at the business implications of the Trump Organization’s alleged tax scheme. Alector (ALEC): close to a cure for Alzheimers?  How Santander Consumer (SC) is making a risky car market work for their auto lending business... Tax cheating and Trump Inc. A look at the business implications of the Trump Organization’s alleged tax scheme. Alector (ALEC): close to a cure for Alzheimers?  How Santander Consumer (SC) is making a risky car market work for their auto lending business. Why Ammo Inc (POWW) is sticking to their guns as a sales backlog stacks up. Knights of Columbus Asset Advisors CIO Tony Minopoli says Booking.com (BKNG) is seeing big boosts from summer travel. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tax cheating and Trump Inc. A look at the business implications of the Trump Organization’s alleged tax scheme. Alector (ALEC): close to a cure for Alzheimers?  How Santander Consumer (SC) is making a risky car market work for their auto lending business. Why Ammo Inc (POWW) is sticking to their guns as a sales backlog stacks up. Knights of Columbus Asset Advisors CIO Tony Minopoli says Booking.com (BKNG) is seeing big boosts from summer travel. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2562 no Ep. 44: Microvision with Wolfpack Research’s Dan David, Gaotu Techedu, Tian Ruixiang Holdings, TAL Education Group, Robinhood, Krispy Kreme. https://thedrilldown.podbean.com/e/july-1-2021-the-drill-down-microvision-gaotu-techedu-tian-ruixiang-holdings-tal-education-group-robinhood-krispy-kreme/ The Losers! The business stories behind the worst performing stocks of the second quarter including the worst small cap Tian Ruixiang Holdings (TIRX), the worst mid cap Gaotu Techedu (GOTU) and the worst large cap TAL Education Group (TAL). Wolfpack Research’s Dan David tells us why he thinks laser company Microvision (MVIS) might never get there with its bet on self-driving technology. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 01 Jul 2021 22:39:23 -0000 Ep. 44: Microvision with Wolfpack Research’s Dan David, Gaotu Techedu, Tian Ruixiang Holdings, TAL Education Group, Robinhood, Krispy Kreme. full 1 44 Cory Johnson The Losers! The business stories behind the worst performing stocks of the second quarter including the worst small cap Tian Ruixiang Holdings (TIRX), the worst mid cap Gaotu Techedu (GOTU) and the worst large cap TAL Education Group (TAL). Wolfpack Rese... The Losers! The business stories behind the worst performing stocks of the second quarter including the worst small cap Tian Ruixiang Holdings (TIRX), the worst mid cap Gaotu Techedu (GOTU) and the worst large cap TAL Education Group (TAL). Wolfpack Research’s Dan David tells us why he thinks laser company Microvision (MVIS) might never get there with its bet on self-driving technology. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices The Losers! The business stories behind the worst performing stocks of the second quarter including the worst small cap Tian Ruixiang Holdings (TIRX), the worst mid cap Gaotu Techedu (GOTU) and the worst large cap TAL Education Group (TAL). Wolfpack Research’s Dan David tells us why he thinks laser company Microvision (MVIS) might never get there with its bet on self-driving technology. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 1982 no Ep. 43: EPR Properties with CenterSquare Investment Management's Scott Crowe, Vertex Energy, Cerevel Therapeutics, AMC https://thedrilldown.podbean.com/e/june-30-2021-the-drill-down-vertex-energy-cerevel-therapeutics-amc-epr-properties/ The business stories behind the best performing stocks of the second quarter including the best small cap Vertex Energy (VTNR), the best mid cap Cerevel Therapeutics (CERE) and the best large cap AMC (AMC). Plus Scott Crowe of CenterSquare Investment Management discusses why real estate play EPR Properties (EPR) should benefit from the experience economy. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 30 Jun 2021 21:38:44 -0000 Ep. 43: EPR Properties with CenterSquare Investment Management's Scott Crowe, Vertex Energy, Cerevel Therapeutics, AMC full 1 43 Cory Johnson The business stories behind the best performing stocks of the second quarter including the best small cap Vertex Energy (VTNR), the best mid cap Cerevel Therapeutics (CERE) and the best large cap AMC (AMC). Plus Scott Crowe of CenterSquare Investment Man... The business stories behind the best performing stocks of the second quarter including the best small cap Vertex Energy (VTNR), the best mid cap Cerevel Therapeutics (CERE) and the best large cap AMC (AMC). Plus Scott Crowe of CenterSquare Investment Management discusses why real estate play EPR Properties (EPR) should benefit from the experience economy. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices The business stories behind the best performing stocks of the second quarter including the best small cap Vertex Energy (VTNR), the best mid cap Cerevel Therapeutics (CERE) and the best large cap AMC (AMC). Plus Scott Crowe of CenterSquare Investment Management discusses why real estate play EPR Properties (EPR) should benefit from the experience economy. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2348 no Ep. 42: Yext CEO Howard Lerman, United Airlines, Facebook, Boeing https://thedrilldown.podbean.com/e/june-29-2021-the-drill-down-yext-united-airlines-facebook-boeing/ Yext (YEXT) CEO Howard Lerman tells us how AI and knowledge graphs help give the exact answers to all your Googled questions. United Airlines (UAL) is saying so long to budget airline competition. Why Facebook (FB) ads are here to stay and what Boeing (BA) is busy doing with new jet orders. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 29 Jun 2021 21:53:43 -0000 Ep. 42: Yext CEO Howard Lerman, United Airlines, Facebook, Boeing full 1 42 Cory Johnson Yext (YEXT) CEO Howard Lerman tells us how AI and knowledge graphs help give the exact answers to all your Googled questions. United Airlines (UAL) is saying so long to budget airline competition. Why Facebook (FB) ads are here to stay and what Boeing (B... Yext (YEXT) CEO Howard Lerman tells us how AI and knowledge graphs help give the exact answers to all your Googled questions. United Airlines (UAL) is saying so long to budget airline competition. Why Facebook (FB) ads are here to stay and what Boeing (BA) is busy doing with new jet orders. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Yext (YEXT) CEO Howard Lerman tells us how AI and knowledge graphs help give the exact answers to all your Googled questions. United Airlines (UAL) is saying so long to budget airline competition. Why Facebook (FB) ads are here to stay and what Boeing (BA) is busy doing with new jet orders. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2333 no Ep. 41: Take-Two Interactive CEO Strauss Zelnick, Facebook, CEL-SCI, Appharvest, Tesla, Intellia Therapeutics https://thedrilldown.podbean.com/e/june-28-2021-the-drill-down-take-two-interactive-facebook-cel-sci-appharvest-tesla-intellia-therapeutics/ Take-Two Interactive CEO Strauss Zelnick (TTWO) on how the company makes its blockbuster games. Why CEL-SCI Corporation (CVM) isn’t giving up on its latest immunotherapy despite missing its primary endpoint. Appharvest’s (APPH) plan to build a network of indoor farms. Intellia Therapeutics (NTLA) leads all CRISPR stocks higher on promising results for gene editing. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 28 Jun 2021 21:43:53 -0000 Ep. 41: Take-Two Interactive CEO Strauss Zelnick, Facebook, CEL-SCI, Appharvest, Tesla, Intellia Therapeutics full 1 41 Cory Johnson Take-Two Interactive CEO Strauss Zelnick (TTWO) on how the company makes its blockbuster games. Why CEL-SCI Corporation (CVM) isn’t giving up on its latest immunotherapy despite missing its primary endpoint. Appharvest’s (APPH) plan to build a network of... Take-Two Interactive CEO Strauss Zelnick (TTWO) on how the company makes its blockbuster games. Why CEL-SCI Corporation (CVM) isn’t giving up on its latest immunotherapy despite missing its primary endpoint. Appharvest’s (APPH) plan to build a network of indoor farms. Intellia Therapeutics (NTLA) leads all CRISPR stocks higher on promising results for gene editing. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Take-Two Interactive CEO Strauss Zelnick (TTWO) on how the company makes its blockbuster games. Why CEL-SCI Corporation (CVM) isn’t giving up on its latest immunotherapy despite missing its primary endpoint. Appharvest’s (APPH) plan to build a network of indoor farms. Intellia Therapeutics (NTLA) leads all CRISPR stocks higher on promising results for gene editing. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2244 no Ep. 40: Caleres with Zeo Capital Advisors' Marcus Moore, Nike, Virgin Galactic, Express, CalAmp https://thedrilldown.podbean.com/e/june-25-2021-the-drill-down-nike-virgin-galactic-express-calamp-caleres/ Nike (NKE) reaps the effects of its digital transformation with double digit growth. The mall is back - what does that mean for retailers like Express (EXPR)? Plus transportation companies can’t seem to get CalAmp’s (CAMP) into the field. And Zeo Capital Advisors portfolio manager Marcus Moore discusses casual shoe brand Caleres (yep, good ole’ Brown Shoes) and their newfound profitability in e-commerce (CAL). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 25 Jun 2021 21:52:36 -0000 Ep. 40: Caleres with Zeo Capital Advisors' Marcus Moore, Nike, Virgin Galactic, Express, CalAmp full 1 40 Cory Johnson Nike (NKE) reaps the effects of its digital transformation with double digit growth. The mall is back - what does that mean for retailers like Express (EXPR)? Plus transportation companies can’t seem to get CalAmp’s (CAMP) into the field. And Zeo Capital... Nike (NKE) reaps the effects of its digital transformation with double digit growth. The mall is back - what does that mean for retailers like Express (EXPR)? Plus transportation companies can’t seem to get CalAmp’s (CAMP) into the field. And Zeo Capital Advisors portfolio manager Marcus Moore discusses casual shoe brand Caleres (yep, good ole’ Brown Shoes) and their newfound profitability in e-commerce (CAL). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Nike (NKE) reaps the effects of its digital transformation with double digit growth. The mall is back - what does that mean for retailers like Express (EXPR)? Plus transportation companies can’t seem to get CalAmp’s (CAMP) into the field. And Zeo Capital Advisors portfolio manager Marcus Moore discusses casual shoe brand Caleres (yep, good ole’ Brown Shoes) and their newfound profitability in e-commerce (CAL). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2152 no Ep. 39: FireEye COO John Watters, Rite Aid, Criteo, KB Homes https://thedrilldown.podbean.com/e/june-24-2021-the-drill-down-fireeye-rite-aid-criteo-kb-homes/ FireEye COO explains exactly how the big break up will happen in cyber security (FEYE). A big privacy decision by Google means big profits for Criteo and others (CRTO).  RiteAid struggles to find enough sick people (RAD). KB homes explains why there’s a limit to how much housing prices can rise (KBH). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 24 Jun 2021 21:57:46 -0000 Ep. 39: FireEye COO John Watters, Rite Aid, Criteo, KB Homes full 1 39 Cory Johnson FireEye COO explains exactly how the big break up will happen in cyber security (FEYE). A big privacy decision by Google means big profits for Criteo and others (CRTO).  RiteAid struggles to find enough sick people (RAD). KB homes explains why there’s a ... FireEye COO explains exactly how the big break up will happen in cyber security (FEYE). A big privacy decision by Google means big profits for Criteo and others (CRTO).  RiteAid struggles to find enough sick people (RAD). KB homes explains why there’s a limit to how much housing prices can rise (KBH). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices FireEye COO explains exactly how the big break up will happen in cyber security (FEYE). A big privacy decision by Google means big profits for Criteo and others (CRTO).  RiteAid struggles to find enough sick people (RAD). KB homes explains why there’s a limit to how much housing prices can rise (KBH). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2130 no Ep. 38: Docusign CEO Dan Springer, Havertys Furniture, Patterson Companies, AudioCodes https://thedrilldown.podbean.com/e/june-23-2021-the-drill-down-docusign-haverty-furniture-patterson-companies-audiocodes/ Dan Springer, CEO of a surprisingly interesting Docusign (DOCU). Patterson Companies (PDCO), a veterinarian company that also likes some animals dead. AudioCodes (AUCU) grasping at the boom in videoconferencing. And Haverys (HVT), a furniture company that can’t get his hands on any furniture to sell. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 23 Jun 2021 21:28:00 -0000 Ep. 38: Docusign CEO Dan Springer, Havertys Furniture, Patterson Companies, AudioCodes full 1 38 Cory Johnson Dan Springer, CEO of a surprisingly interesting Docusign (DOCU). Patterson Companies (PDCO), a veterinarian company that also likes some animals dead. AudioCodes (AUCU) grasping at the boom in videoconferencing. And Haverys (HVT), a furniture company tha... Dan Springer, CEO of a surprisingly interesting Docusign (DOCU). Patterson Companies (PDCO), a veterinarian company that also likes some animals dead. AudioCodes (AUCU) grasping at the boom in videoconferencing. And Haverys (HVT), a furniture company that can’t get his hands on any furniture to sell. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Dan Springer, CEO of a surprisingly interesting Docusign (DOCU). Patterson Companies (PDCO), a veterinarian company that also likes some animals dead. AudioCodes (AUCU) grasping at the boom in videoconferencing. And Haverys (HVT), a furniture company that can’t get his hands on any furniture to sell. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2043 no Ep. 37: Teletech with Villere's Lamar Villere, DoorDash, McDonald’s, Planet Fitness, Blackstone https://thedrilldown.podbean.com/e/june-22-2021-the-drill-down-teletech-doordash-mcdonald-s-planet-fitness-blackstone/ Why Apple, Amazon, Netflix and Uber use Teletech (TTEC) for customer service, Villere portfolio manager Lamar Villere explains. Planet Fitness (PLNT) attempts to regain its pre-pandemic membership levels. How McDonald’s (MCD) is learning everything about their customers and working to make its dining experience identical on its app. DoorDash (DASH) bets on grocery store chain Albertson’s, but is it too much?  The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 22 Jun 2021 22:05:25 -0000 Ep. 37: Teletech with Villere's Lamar Villere, DoorDash, McDonald’s, Planet Fitness, Blackstone full 1 37 Cory Johnson Why Apple, Amazon, Netflix and Uber use Teletech (TTEC) for customer service, Villere portfolio manager Lamar Villere explains. Planet Fitness (PLNT) attempts to regain its pre-pandemic membership levels. How McDonald’s (MCD) is learning everything about... Why Apple, Amazon, Netflix and Uber use Teletech (TTEC) for customer service, Villere portfolio manager Lamar Villere explains. Planet Fitness (PLNT) attempts to regain its pre-pandemic membership levels. How McDonald’s (MCD) is learning everything about their customers and working to make its dining experience identical on its app. DoorDash (DASH) bets on grocery store chain Albertson’s, but is it too much?  The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Why Apple, Amazon, Netflix and Uber use Teletech (TTEC) for customer service, Villere portfolio manager Lamar Villere explains. Planet Fitness (PLNT) attempts to regain its pre-pandemic membership levels. How McDonald’s (MCD) is learning everything about their customers and working to make its dining experience identical on its app. DoorDash (DASH) bets on grocery store chain Albertson’s, but is it too much?  The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2213 no Ep. 36: Star Bulk Carriers president Hamish Norton, Seres Therapeutics, Lydall, Raven Industries https://thedrilldown.podbean.com/e/june-21-2021-the-drill-down-star-bulk-carriers-seres-therapeutics-lydall-raven-industries/ Star Bulk Carriers president Hamish Norton (SBLK) on global shipping and supply chain headwinds and where to find the best talent for the shipping industry. Seres Therapeutics (MCRB) sees big health benefits where the sun doesn’t shine. Lydall (LDL) watches its filter technology grow in popularity. Raven Industries (RAVN) prepares for a future of autonomously driving tractors. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 21 Jun 2021 21:22:56 -0000 Ep. 36: Star Bulk Carriers president Hamish Norton, Seres Therapeutics, Lydall, Raven Industries full 1 36 Cory Johnson Star Bulk Carriers president Hamish Norton (SBLK) on global shipping and supply chain headwinds and where to find the best talent for the shipping industry. Seres Therapeutics (MCRB) sees big health benefits where the sun doesn’t shine. Lydall (LDL) watc... Star Bulk Carriers president Hamish Norton (SBLK) on global shipping and supply chain headwinds and where to find the best talent for the shipping industry. Seres Therapeutics (MCRB) sees big health benefits where the sun doesn’t shine. Lydall (LDL) watches its filter technology grow in popularity. Raven Industries (RAVN) prepares for a future of autonomously driving tractors. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Star Bulk Carriers president Hamish Norton (SBLK) on global shipping and supply chain headwinds and where to find the best talent for the shipping industry. Seres Therapeutics (MCRB) sees big health benefits where the sun doesn’t shine. Lydall (LDL) watches its filter technology grow in popularity. Raven Industries (RAVN) prepares for a future of autonomously driving tractors. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2453 no Ep 35: ServiceNow with Palio CEO Joe Greco, Adobe, Smith & Wesson, Athira Pharma https://thedrilldown.podbean.com/e/june-18-2021-the-drill-down-servicenow-adobe-smith-wesson-athira-pharma/ Why digital workflow leader ServiceNow (NOW) may be ripe for a growth spurt, Palio CEO Joe Greco explains. Adobe sees customers accelerating their digital businesses (ADBE). Gun sales for Smith & Wesson (SWBI) are through the roof, but is a nationwide ammunition shortage impeding those sales? Questions surround Athira Pharma’s (ATHA) sudden CEO shuffle. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 18 Jun 2021 21:04:58 -0000 Ep 35: ServiceNow with Palio CEO Joe Greco, Adobe, Smith & Wesson, Athira Pharma full 1 35 Cory Johnson Why digital workflow leader ServiceNow (NOW) may be ripe for a growth spurt, Palio CEO Joe Greco explains. Adobe sees customers accelerating their digital businesses (ADBE). Gun sales for Smith & Wesson (SWBI) are through the roof, but is a nationwide am... Why digital workflow leader ServiceNow (NOW) may be ripe for a growth spurt, Palio CEO Joe Greco explains. Adobe sees customers accelerating their digital businesses (ADBE). Gun sales for Smith & Wesson (SWBI) are through the roof, but is a nationwide ammunition shortage impeding those sales? Questions surround Athira Pharma’s (ATHA) sudden CEO shuffle. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Why digital workflow leader ServiceNow (NOW) may be ripe for a growth spurt, Palio CEO Joe Greco explains. Adobe sees customers accelerating their digital businesses (ADBE). Gun sales for Smith & Wesson (SWBI) are through the roof, but is a nationwide ammunition shortage impeding those sales? Questions surround Athira Pharma’s (ATHA) sudden CEO shuffle. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 1679 no Ep. 34: OceanFirst Bank CEO Chris Maher, Taiwan Semiconductor, Kroger, Lennar https://thedrilldown.podbean.com/e/june-17-2021-the-drill-down-oceanfirst-bank-taiwan-semiconductor-kroger-lennar/ OceanFirst Bank CEO Chris Maher (OCFC) tells The Drill Down how he managed to improve and grow his business during the pandemic. Will proposed government investments in semiconductors boost Taiwan Semiconductor (TSM)?. Why Kroger (KR) may not be concerned with a little inflation. Lennar (LEN) offers its pandemic thesis for rising home prices. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 17 Jun 2021 21:43:49 -0000 Ep. 34: OceanFirst Bank CEO Chris Maher, Taiwan Semiconductor, Kroger, Lennar full 1 34 Cory Johnson OceanFirst Bank CEO Chris Maher (OCFC) tells The Drill Down how he managed to improve and grow his business during the pandemic. Will proposed government investments in semiconductors boost Taiwan Semiconductor (TSM)?. Why Kroger (KR) may not be concerne... OceanFirst Bank CEO Chris Maher (OCFC) tells The Drill Down how he managed to improve and grow his business during the pandemic. Will proposed government investments in semiconductors boost Taiwan Semiconductor (TSM)?. Why Kroger (KR) may not be concerned with a little inflation. Lennar (LEN) offers its pandemic thesis for rising home prices. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices OceanFirst Bank CEO Chris Maher (OCFC) tells The Drill Down how he managed to improve and grow his business during the pandemic. Will proposed government investments in semiconductors boost Taiwan Semiconductor (TSM)?. Why Kroger (KR) may not be concerned with a little inflation. Lennar (LEN) offers its pandemic thesis for rising home prices. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2088 no Ep. 33: Plug Power CEO Andy Marsh, Oracle, Blue Apron, H&R Block https://thedrilldown.podbean.com/e/june-16-2021-the-drill-down-plug-power-oracle-blue-apron-hr-block/ Plug Power CEO Andy Marsh (PLUG) on his goal of becoming the “Amazon of hydrogen fuel.” How Oracle (ORCL) plans to dominate cloud computing, we hear from CEO Safra Catz. Is Blue Apron’s (APRN) secondary share offering a sign of distress? One-time tax filers give H&R Block (HRB) a boost -- but will they be back? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 16 Jun 2021 22:47:22 -0000 Ep. 33: Plug Power CEO Andy Marsh, Oracle, Blue Apron, H&R Block full 1 33 Cory Johnson Plug Power CEO Andy Marsh (PLUG) on his goal of becoming the “Amazon of hydrogen fuel.” How Oracle (ORCL) plans to dominate cloud computing, we hear from CEO Safra Catz. Is Blue Apron’s (APRN) secondary share offering a sign of distress? One-time tax fil... Plug Power CEO Andy Marsh (PLUG) on his goal of becoming the “Amazon of hydrogen fuel.” How Oracle (ORCL) plans to dominate cloud computing, we hear from CEO Safra Catz. Is Blue Apron’s (APRN) secondary share offering a sign of distress? One-time tax filers give H&R Block (HRB) a boost -- but will they be back? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Plug Power CEO Andy Marsh (PLUG) on his goal of becoming the “Amazon of hydrogen fuel.” How Oracle (ORCL) plans to dominate cloud computing, we hear from CEO Safra Catz. Is Blue Apron’s (APRN) secondary share offering a sign of distress? One-time tax filers give H&R Block (HRB) a boost -- but will they be back? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2111 no Ep. 32: Align Technology with Estimize's Leigh Drogen, Spotify, Lionsgate, Blucora https://thedrilldown.podbean.com/e/june-15-2021-the-drill-down-align-technology-spotify-lionsgate-blucora/ How Align Technology (ALGN) uses patents, data, 3D printing and artificial intelligence to stay ahead of increased Invisalign competition, Estimize founder Leigh Drogen explains. Spotify (SPOT) drops $60 million in another podcast investment taking out Alex Cooper’s “Call Her Daddy.” Lionsgate Entertainment (LGF.A) positions itself to compete with Hollywood’s streaming giants Netflix and Disney+ -- but only just a little. Blucora (BCOR) says good times are ahead when it comes to tax software. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 15 Jun 2021 21:33:39 -0000 Ep. 32: Align Technology with Estimize's Leigh Drogen, Spotify, Lionsgate, Blucora full 1 32 Cory Johnson How Align Technology (ALGN) uses patents, data, 3D printing and artificial intelligence to stay ahead of increased Invisalign competition, Estimize founder Leigh Drogen explains. Spotify (SPOT) drops $60 million in another podcast investment taking out A... How Align Technology (ALGN) uses patents, data, 3D printing and artificial intelligence to stay ahead of increased Invisalign competition, Estimize founder Leigh Drogen explains. Spotify (SPOT) drops $60 million in another podcast investment taking out Alex Cooper’s “Call Her Daddy.” Lionsgate Entertainment (LGF.A) positions itself to compete with Hollywood’s streaming giants Netflix and Disney+ -- but only just a little. Blucora (BCOR) says good times are ahead when it comes to tax software. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How Align Technology (ALGN) uses patents, data, 3D printing and artificial intelligence to stay ahead of increased Invisalign competition, Estimize founder Leigh Drogen explains. Spotify (SPOT) drops $60 million in another podcast investment taking out Alex Cooper’s “Call Her Daddy.” Lionsgate Entertainment (LGF.A) positions itself to compete with Hollywood’s streaming giants Netflix and Disney+ -- but only just a little. Blucora (BCOR) says good times are ahead when it comes to tax software. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 1970 no Ep. 31: Zscaler CEO Jay Chaudhry, Fisker, Clean Energy Fuels, Motorcar Parts of America https://thedrilldown.podbean.com/e/june-14-2021-the-drill-down-zscaler-fisker-clean-energy-fuels-motorcar-parts-of-america/ Zscaler founder and CEO Jay Chaudhry (ZS) on preparing for future cybersecurity threats and the growing demand for zero-trust technology. Electric vehicle maker Fisker (FSR) finds fans on Wall Street while its CEO sells shares. Why Clean Energy Fuels (CLNE) is once again one of the most talked about stocks on Reddit’s WallStreetBets forum -- and how the CEO thinks he can keep up. Motorcar Parts of America (MPAA) is juggling rising demand for car parts during a automobile shortage. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 14 Jun 2021 21:26:21 -0000 Ep. 31: Zscaler CEO Jay Chaudhry, Fisker, Clean Energy Fuels, Motorcar Parts of America full 1 31 Cory Johnson Zscaler founder and CEO Jay Chaudhry (ZS) on preparing for future cybersecurity threats and the growing demand for zero-trust technology. Electric vehicle maker Fisker (FSR) finds fans on Wall Street while its CEO sells shares. Why Clean Energy Fuels (CL... Zscaler founder and CEO Jay Chaudhry (ZS) on preparing for future cybersecurity threats and the growing demand for zero-trust technology. Electric vehicle maker Fisker (FSR) finds fans on Wall Street while its CEO sells shares. Why Clean Energy Fuels (CLNE) is once again one of the most talked about stocks on Reddit’s WallStreetBets forum -- and how the CEO thinks he can keep up. Motorcar Parts of America (MPAA) is juggling rising demand for car parts during a automobile shortage. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Zscaler founder and CEO Jay Chaudhry (ZS) on preparing for future cybersecurity threats and the growing demand for zero-trust technology. Electric vehicle maker Fisker (FSR) finds fans on Wall Street while its CEO sells shares. Why Clean Energy Fuels (CLNE) is once again one of the most talked about stocks on Reddit’s WallStreetBets forum -- and how the CEO thinks he can keep up. Motorcar Parts of America (MPAA) is juggling rising demand for car parts during a automobile shortage. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2192 no Ep. 30: Wells Fargo with Advisors Capital Management's Chuck Lieberman, Urban One, Vertex Pharma, Crowdstrike and Tesla https://thedrilldown.podbean.com/e/june-11-2021-the-drill-down-wells-fargo-urban-one-vertex-pharma-crowdstrike-and-tesla/ Wells Fargo (WFC) tries to shore up its business and reputation leaning on credit cards. But will the Fed continue to cap its success? Advisors Capital Management CIO Chuck Lieberman explains. Urban One (UONE) pivots from radio stations to a casino. Vertex Pharma (VRTX) failed liver disease treatment might actually offer hope for the future. Crowdstrike (CRWD) organizes a world of threats in cybersecurity. And Tesla’s (TSLA) Elon Musk can’t get enough of Cory! The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 11 Jun 2021 21:46:45 -0000 Ep. 30: Wells Fargo with Advisors Capital Management's Chuck Lieberman, Urban One, Vertex Pharma, Crowdstrike and Tesla full 1 30 Cory Johnson Wells Fargo (WFC) tries to shore up its business and reputation leaning on credit cards. But will the Fed continue to cap its success? Advisors Capital Management CIO Chuck Lieberman explains. Urban One (UONE) pivots from radio stations to a casino. Vert... Wells Fargo (WFC) tries to shore up its business and reputation leaning on credit cards. But will the Fed continue to cap its success? Advisors Capital Management CIO Chuck Lieberman explains. Urban One (UONE) pivots from radio stations to a casino. Vertex Pharma (VRTX) failed liver disease treatment might actually offer hope for the future. Crowdstrike (CRWD) organizes a world of threats in cybersecurity. And Tesla’s (TSLA) Elon Musk can’t get enough of Cory! The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wells Fargo (WFC) tries to shore up its business and reputation leaning on credit cards. But will the Fed continue to cap its success? Advisors Capital Management CIO Chuck Lieberman explains. Urban One (UONE) pivots from radio stations to a casino. Vertex Pharma (VRTX) failed liver disease treatment might actually offer hope for the future. Crowdstrike (CRWD) organizes a world of threats in cybersecurity. And Tesla’s (TSLA) Elon Musk can’t get enough of Cory! The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2418 no Ep. 29: MasTec with James Investment's Barry James, Coinbase, FuelCell, Restoration Hardware, Ocugen https://thedrilldown.podbean.com/e/june-10-2021-the-drill-down-mastec-coinbase-fuelcell-restoration-hardware-ocugen/ How MasTec (MTZ) benefits from the move to 5G, James Investment CEO Barry James explains. Coinbase (COIN) wants you to be able to invest your 401K in cryptocurrencies. FuelCell (FCEL) keeps its eyes focused on a potentially hydrogen fuel cell powered future. Restoration Hardware (RH) predicts a $1 billion quarter thanks to demand for its furniture and home goods. Ocugen (OCGN) aims to follow in Pfizer and Moderna’s footsteps with its own Covid-19 vaccine. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 10 Jun 2021 21:26:26 -0000 Ep. 29: MasTec with James Investment's Barry James, Coinbase, FuelCell, Restoration Hardware, Ocugen full 1 29 Cory Johnson How MasTec (MTZ) benefits from the move to 5G, James Investment CEO Barry James explains. Coinbase (COIN) wants you to be able to invest your 401K in cryptocurrencies. FuelCell (FCEL) keeps its eyes focused on a potentially hydrogen fuel cell powered fut... How MasTec (MTZ) benefits from the move to 5G, James Investment CEO Barry James explains. Coinbase (COIN) wants you to be able to invest your 401K in cryptocurrencies. FuelCell (FCEL) keeps its eyes focused on a potentially hydrogen fuel cell powered future. Restoration Hardware (RH) predicts a $1 billion quarter thanks to demand for its furniture and home goods. Ocugen (OCGN) aims to follow in Pfizer and Moderna’s footsteps with its own Covid-19 vaccine. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How MasTec (MTZ) benefits from the move to 5G, James Investment CEO Barry James explains. Coinbase (COIN) wants you to be able to invest your 401K in cryptocurrencies. FuelCell (FCEL) keeps its eyes focused on a potentially hydrogen fuel cell powered future. Restoration Hardware (RH) predicts a $1 billion quarter thanks to demand for its furniture and home goods. Ocugen (OCGN) aims to follow in Pfizer and Moderna’s footsteps with its own Covid-19 vaccine. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2083 no Ep. 28: CarMax with Hennessy Focus Fund's Brian Macauley, Gamestop, Royal Dutch Shell, Organon, United Natural Foods https://thedrilldown.podbean.com/e/june-9-2021-the-drill-down-carmax-gamestop-royal-dutch-shell-organon-united-natural-foods/ Behind CarMax’s (KMX) unique focus on technology, its brick-and-mortar footprint and customer personalization— and how much do they mark up your used car! Hennessy Focus Fund portfolio manager Brian Macauley explains. Gamestop (GME) taps two Amazon (AMZN) executives to be its new CEO and CFO and tells investors the company faces a tough turnaround.  Royal Dutch Shell (RDSA) grapples with a court order to take climate change seriously.  Merck’s woman-focused spinoff Organon (OGN) struggles to find its footing. United Natural Foods (UNFI) prepares for a return to pre-pandemic food-shopping habits. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 09 Jun 2021 22:52:55 -0000 Ep. 28: CarMax with Hennessy Focus Fund's Brian Macauley, Gamestop, Royal Dutch Shell, Organon, United Natural Foods full 1 28 Cory Johnson Behind CarMax’s (KMX) unique focus on technology, its brick-and-mortar footprint and customer personalization— and how much do they mark up your used car! Hennessy Focus Fund portfolio manager Brian Macauley explains. Gamestop (GME) taps two Amazon (AMZN... Behind CarMax’s (KMX) unique focus on technology, its brick-and-mortar footprint and customer personalization— and how much do they mark up your used car! Hennessy Focus Fund portfolio manager Brian Macauley explains. Gamestop (GME) taps two Amazon (AMZN) executives to be its new CEO and CFO and tells investors the company faces a tough turnaround.  Royal Dutch Shell (RDSA) grapples with a court order to take climate change seriously.  Merck’s woman-focused spinoff Organon (OGN) struggles to find its footing. United Natural Foods (UNFI) prepares for a return to pre-pandemic food-shopping habits. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Behind CarMax’s (KMX) unique focus on technology, its brick-and-mortar footprint and customer personalization— and how much do they mark up your used car! Hennessy Focus Fund portfolio manager Brian Macauley explains. Gamestop (GME) taps two Amazon (AMZN) executives to be its new CEO and CFO and tells investors the company faces a tough turnaround.  Royal Dutch Shell (RDSA) grapples with a court order to take climate change seriously.  Merck’s woman-focused spinoff Organon (OGN) struggles to find its footing. United Natural Foods (UNFI) prepares for a return to pre-pandemic food-shopping habits. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2125 no Ep. 27: Flotek CEO John Gibson, Wendy’s, Stitch Fix, Fastly https://thedrilldown.podbean.com/e/june-8-2021-the-drill-down-flotek-wendy-s-stitch-fix-fastly/ Flotek chairman and CEO John Gibson (FTK) on how chemistry and data science are improving gas and oil drilling technology and how Flotek aims to be a green company in the fracking business. Fastly crashes the web showing just how important this San Francisco tech company is to the global internet  (FSLY). And Wendy’s is a whole lot more than a square burger, it’s a hot stock, a tech story -- and a scathing Twitter account   (WEN). Is the boom in Stitch Fix (SFIX) sales merely a result of stimulus checks? We hear from the CFO. And a look at the tax tricks employed by Jeff Bezos, Mike Bloomberg (our old boss), Warren Buffett and Elon Musk which has them paying so much less than the rest of us.  The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 08 Jun 2021 21:45:21 -0000 Ep. 27: Flotek CEO John Gibson, Wendy’s, Stitch Fix, Fastly full 1 27 Cory Johnson Flotek chairman and CEO John Gibson (FTK) on how chemistry and data science are improving gas and oil drilling technology and how Flotek aims to be a green company in the fracking business. Fastly crashes the web showing just how important this San Franc... Flotek chairman and CEO John Gibson (FTK) on how chemistry and data science are improving gas and oil drilling technology and how Flotek aims to be a green company in the fracking business. Fastly crashes the web showing just how important this San Francisco tech company is to the global internet  (FSLY). And Wendy’s is a whole lot more than a square burger, it’s a hot stock, a tech story -- and a scathing Twitter account   (WEN). Is the boom in Stitch Fix (SFIX) sales merely a result of stimulus checks? We hear from the CFO. And a look at the tax tricks employed by Jeff Bezos, Mike Bloomberg (our old boss), Warren Buffett and Elon Musk which has them paying so much less than the rest of us.  The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Flotek chairman and CEO John Gibson (FTK) on how chemistry and data science are improving gas and oil drilling technology and how Flotek aims to be a green company in the fracking business. Fastly crashes the web showing just how important this San Francisco tech company is to the global internet  (FSLY). And Wendy’s is a whole lot more than a square burger, it’s a hot stock, a tech story -- and a scathing Twitter account   (WEN). Is the boom in Stitch Fix (SFIX) sales merely a result of stimulus checks? We hear from the CFO. And a look at the tax tricks employed by Jeff Bezos, Mike Bloomberg (our old boss), Warren Buffett and Elon Musk which has them paying so much less than the rest of us.  The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2632 no Ep. 26: Sunnova Energy CEO John Berger, Biogen, Apple, G7, US Concrete, Macquarie Infrastructure https://thedrilldown.podbean.com/e/june-7-2021-the-drill-down-sunnova-energy-biogen-apple-g7-us-concrete-macquarie-infrastructure/ Sunnova Energy founder and CEO John Berger (NOVA) on financing solar power in single family homes and expanding the lifespan of solar panels. Biogen (BIIB) celebrates the first new Alzheimer's treatment approved in 20 years. US Concrete (USCR) targets a comeback from Covid-19 pressures. Macquarie Infrastructure (MIC) unloads Atlantic Aviation and its private jet business. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 07 Jun 2021 21:25:16 -0000 Ep. 26: Sunnova Energy CEO John Berger, Biogen, Apple, G7, US Concrete, Macquarie Infrastructure full 1 26 Cory Johnson Sunnova Energy founder and CEO John Berger (NOVA) on financing solar power in single family homes and expanding the lifespan of solar panels. Biogen (BIIB) celebrates the first new Alzheimer's treatment approved in 20 years. US Concrete (USCR) targets a ... Sunnova Energy founder and CEO John Berger (NOVA) on financing solar power in single family homes and expanding the lifespan of solar panels. Biogen (BIIB) celebrates the first new Alzheimer's treatment approved in 20 years. US Concrete (USCR) targets a comeback from Covid-19 pressures. Macquarie Infrastructure (MIC) unloads Atlantic Aviation and its private jet business. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Sunnova Energy founder and CEO John Berger (NOVA) on financing solar power in single family homes and expanding the lifespan of solar panels. Biogen (BIIB) celebrates the first new Alzheimer's treatment approved in 20 years. US Concrete (USCR) targets a comeback from Covid-19 pressures. Macquarie Infrastructure (MIC) unloads Atlantic Aviation and its private jet business. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2467 no Ep. 25: VSE Corporation CEO John Cuomo, MongoDB, Oracle, Docusign, BARK, SPAC https://thedrilldown.podbean.com/e/june-4-2021-the-drill-down-vse-corporation-mongodb-oracle-docusign-bark-spac/ VSE Corporation CEO John Cuomo tries to turn around an important parts supplier to the Post Office and the military, all whilst dealing with COVID. (VSEC). MongoDB (MDB) takes aim at Oracle’s customer base. Forget signatures, Docusign (DOCU) sets its sights on “the agreement cloud.” BarkBox (BARK) finds its footing using technology to target its customer base -- yes, dogs!  The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 04 Jun 2021 21:14:14 -0000 Ep. 25: VSE Corporation CEO John Cuomo, MongoDB, Oracle, Docusign, BARK, SPAC full 1 25 Cory Johnson VSE Corporation CEO John Cuomo tries to turn around an important parts supplier to the Post Office and the military, all whilst dealing with COVID. (VSEC). MongoDB (MDB) takes aim at Oracle’s customer base. Forget signatures, Docusign (DOCU) sets its sig... VSE Corporation CEO John Cuomo tries to turn around an important parts supplier to the Post Office and the military, all whilst dealing with COVID. (VSEC). MongoDB (MDB) takes aim at Oracle’s customer base. Forget signatures, Docusign (DOCU) sets its sights on “the agreement cloud.” BarkBox (BARK) finds its footing using technology to target its customer base -- yes, dogs!  The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices VSE Corporation CEO John Cuomo tries to turn around an important parts supplier to the Post Office and the military, all whilst dealing with COVID. (VSEC). MongoDB (MDB) takes aim at Oracle’s customer base. Forget signatures, Docusign (DOCU) sets its sights on “the agreement cloud.” BarkBox (BARK) finds its footing using technology to target its customer base -- yes, dogs! 

The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2182 no Ep. 24: Uber with Clockwise Capital's James Cakmak, FireEye, Splunk, Ciena Corporation, Huawei https://thedrilldown.podbean.com/e/june-3-2021-the-drill-down-uber-fireeye-splunk-ciena-corporation-huawei/ Uber’s (UBER) big bet on delivery pays off in the pandemic. But now what? James Cakmak of Clockwise Capital explains. FireEye (FEYE) divides itself in two and shows just how different cybersecurity companies can be. Splunk (SPLK) finds that margins aren’t so puffy in the cloud. Ciena Corporation (CIEN) looks to take advantage of a global concern about China and Huawei. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 03 Jun 2021 21:38:25 -0000 Ep. 24: Uber with Clockwise Capital's James Cakmak, FireEye, Splunk, Ciena Corporation, Huawei full 1 24 Cory Johnson Uber’s (UBER) big bet on delivery pays off in the pandemic. But now what? James Cakmak of Clockwise Capital explains. FireEye (FEYE) divides itself in two and shows just how different cybersecurity companies can be. Splunk (SPLK) finds that margins aren’... Uber’s (UBER) big bet on delivery pays off in the pandemic. But now what? James Cakmak of Clockwise Capital explains. FireEye (FEYE) divides itself in two and shows just how different cybersecurity companies can be. Splunk (SPLK) finds that margins aren’t so puffy in the cloud. Ciena Corporation (CIEN) looks to take advantage of a global concern about China and Huawei. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Uber’s (UBER) big bet on delivery pays off in the pandemic. But now what? James Cakmak of Clockwise Capital explains. FireEye (FEYE) divides itself in two and shows just how different cybersecurity companies can be. Splunk (SPLK) finds that margins aren’t so puffy in the cloud. Ciena Corporation (CIEN) looks to take advantage of a global concern about China and Huawei. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2153 no Ep. 23: Square with Exponential Investment Partners’ Kevin Riley, Schlumberger, Zoom, AMC, Bitcoin, iRhythm Technologies https://thedrilldown.podbean.com/e/june-2-2021-the-drill-down-square-schlumberger-zoom-amc-bitcoin-irhythm-technologies/ Can Square (SQ) build a lasting business on Bitcoin? And is Jack Dorsey a safer investment than Elon Musk? Exponential Investment Partners’ Kevin Riley makes the case. Oilfield titan Schlumberger (SLB) predicts dollar signs as the world recovers from Covid-19. Zoom’s (ZOOM) ambitious plans to keep its pandemic momentum going after workers return to offices. Details on iRhythm Technologies’ (IRTC) sudden ouster of its CEO as it fights for bigger payment from Medicare for it’s digital heart rate monitor. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 02 Jun 2021 21:46:57 -0000 Ep. 23: Square with Exponential Investment Partners’ Kevin Riley, Schlumberger, Zoom, AMC, Bitcoin, iRhythm Technologies full 1 23 Cory Johnson Can Square (SQ) build a lasting business on Bitcoin? And is Jack Dorsey a safer investment than Elon Musk? Exponential Investment Partners’ Kevin Riley makes the case. Oilfield titan Schlumberger (SLB) predicts dollar signs as the world recovers from Cov... Can Square (SQ) build a lasting business on Bitcoin? And is Jack Dorsey a safer investment than Elon Musk? Exponential Investment Partners’ Kevin Riley makes the case. Oilfield titan Schlumberger (SLB) predicts dollar signs as the world recovers from Covid-19. Zoom’s (ZOOM) ambitious plans to keep its pandemic momentum going after workers return to offices. Details on iRhythm Technologies’ (IRTC) sudden ouster of its CEO as it fights for bigger payment from Medicare for it’s digital heart rate monitor. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Can Square (SQ) build a lasting business on Bitcoin? And is Jack Dorsey a safer investment than Elon Musk? Exponential Investment Partners’ Kevin Riley makes the case. Oilfield titan Schlumberger (SLB) predicts dollar signs as the world recovers from Covid-19. Zoom’s (ZOOM) ambitious plans to keep its pandemic momentum going after workers return to offices. Details on iRhythm Technologies’ (IRTC) sudden ouster of its CEO as it fights for bigger payment from Medicare for it’s digital heart rate monitor. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2288 no Ep. 22: II-VI with Bokeh Capital's Kim Forrest, Devon Energy, AMC Entertainment, MicroStrategy Incorporated, Bitcoin https://thedrilldown.podbean.com/e/june-1-2021-the-drill-down-apple-ii-vi-devon-energy-amc-entertainment-microstrategy-incorporated-bitcoin/ The business of putting II-VI’s (IIVI) lasers into Apple’s iPhones, Kim Forrest of Bokeh Capital explains. AMC Entertainment (AMC) says business is booming even though it doesn't see the movie business recovering. MicroStrategy Incorporated (MSTR) explains how accounting rules are keeping companies from buying cryptocurrencies, especially Bitcoin. Devon Energy (DVN) prepares to drill and is on the hunt for acquisition targets. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 01 Jun 2021 21:51:06 -0000 Ep. 22: II-VI with Bokeh Capital's Kim Forrest, Devon Energy, AMC Entertainment, MicroStrategy Incorporated, Bitcoin full 1 22 Cory Johnson The business of putting II-VI’s (IIVI) lasers into Apple’s iPhones, Kim Forrest of Bokeh Capital explains. AMC Entertainment (AMC) says business is booming even though it doesn't see the movie business recovering. MicroStrategy Incorporated (MSTR) explai... The business of putting II-VI’s (IIVI) lasers into Apple’s iPhones, Kim Forrest of Bokeh Capital explains. AMC Entertainment (AMC) says business is booming even though it doesn't see the movie business recovering. MicroStrategy Incorporated (MSTR) explains how accounting rules are keeping companies from buying cryptocurrencies, especially Bitcoin. Devon Energy (DVN) prepares to drill and is on the hunt for acquisition targets. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices The business of putting II-VI’s (IIVI) lasers into Apple’s iPhones, Kim Forrest of Bokeh Capital explains. AMC Entertainment (AMC) says business is booming even though it doesn't see the movie business recovering. MicroStrategy Incorporated (MSTR) explains how accounting rules are keeping companies from buying cryptocurrencies, especially Bitcoin. Devon Energy (DVN) prepares to drill and is on the hunt for acquisition targets. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2416 no Ep. 21: Skyline Champion with Sterling Partners Equity Advisors' Kevin Silverman, Yext, HP, Ollie’s Bargain Outlet https://thedrilldown.podbean.com/e/may-28-2021-the-drill-down-hp-skyline-champion-yext-ollie-s-bargain-outlet/ Skyline Champion (SKY) bets big on future demand for mobile and modular homes, Kevin Silverman of Sterling Partners Equity Advisors explains. HP (HPQ) can’t get enough parts to fill demand, and prepares for a post-pandemic slow down on personal computers purchases. And the new artificial intelligence powering Yext’s (YEXT) answer to the yellow pages. But is it enough to overcome accounting problems? Plus, Ollie’s Bargain Outlet (OLLI) successful Covid-19 strategy has other retailers taking notes. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 28 May 2021 21:42:55 -0000 Ep. 21: Skyline Champion with Sterling Partners Equity Advisors' Kevin Silverman, Yext, HP, Ollie’s Bargain Outlet full 1 21 Cory Johnson Skyline Champion (SKY) bets big on future demand for mobile and modular homes, Kevin Silverman of Sterling Partners Equity Advisors explains. HP (HPQ) can’t get enough parts to fill demand, and prepares for a post-pandemic slow down on personal computers... Skyline Champion (SKY) bets big on future demand for mobile and modular homes, Kevin Silverman of Sterling Partners Equity Advisors explains. HP (HPQ) can’t get enough parts to fill demand, and prepares for a post-pandemic slow down on personal computers purchases. And the new artificial intelligence powering Yext’s (YEXT) answer to the yellow pages. But is it enough to overcome accounting problems? Plus, Ollie’s Bargain Outlet (OLLI) successful Covid-19 strategy has other retailers taking notes. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Skyline Champion (SKY) bets big on future demand for mobile and modular homes, Kevin Silverman of Sterling Partners Equity Advisors explains. HP (HPQ) can’t get enough parts to fill demand, and prepares for a post-pandemic slow down on personal computers purchases. And the new artificial intelligence powering Yext’s (YEXT) answer to the yellow pages. But is it enough to overcome accounting problems? Plus, Ollie’s Bargain Outlet (OLLI) successful Covid-19 strategy has other retailers taking notes. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2268 no Ep. 20: Freeport-McMoRan with Global X Fund’s Jay Jacobs, Okta, Workday, Owens & Minor, General Motors https://thedrilldown.podbean.com/e/may-27-2021-the-drill-down-freeport-mcmoran-okta-workday-owens-minor-general-motors/ The copper crown weighs heavy on the head of Freeport-McMoRan (FCX), as Global X Fund’s Jay Jacobs explains. How “nice” pays off for Workday (WDAY). Behind Okta’s (OKTA) successful “zero trust” strategy, and the lack of trust investors are showing of the company of late. And Owens & Minor (OMI) gives us a glimpse at how hospitals are changing their buying and planning for the next pandemic. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 27 May 2021 21:38:09 -0000 Ep. 20: Freeport-McMoRan with Global X Fund’s Jay Jacobs, Okta, Workday, Owens & Minor, General Motors full 1 20 Cory Johnson The copper crown weighs heavy on the head of Freeport-McMoRan (FCX), as Global X Fund’s Jay Jacobs explains. How “nice” pays off for Workday (WDAY). Behind Okta’s (OKTA) successful “zero trust” strategy, and the lack of trust investors are showing of the... The copper crown weighs heavy on the head of Freeport-McMoRan (FCX), as Global X Fund’s Jay Jacobs explains. How “nice” pays off for Workday (WDAY). Behind Okta’s (OKTA) successful “zero trust” strategy, and the lack of trust investors are showing of the company of late. And Owens & Minor (OMI) gives us a glimpse at how hospitals are changing their buying and planning for the next pandemic. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices The copper crown weighs heavy on the head of Freeport-McMoRan (FCX), as Global X Fund’s Jay Jacobs explains. How “nice” pays off for Workday (WDAY). Behind Okta’s (OKTA) successful “zero trust” strategy, and the lack of trust investors are showing of the company of late. And Owens & Minor (OMI) gives us a glimpse at how hospitals are changing their buying and planning for the next pandemic. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2293 no Ep. 19: Crown Castle International with Palio's Joe Greco, Zscaler, Dicks Sporting Goods, Urban Outfitters https://thedrilldown.podbean.com/e/may-26-2021-the-drill-down-zscaler-dicks-sporting-goods-urban-outfitters-crown-castle-international/ Is Crown Castle International (CCI) poised to be a 5G powerhouse? Palio president and CEO Joe Greco gives us his take. Trust is overrated, as “zero trust” cybersecurity company Zscaler (ZS) reports strong sales. Dicks Sporting Goods (DKS) eyes those stimulus checks as consumers prepare to go back to school. And Urban Outfitters (URBN) reports a RECORD setting quarter as  “she” finally ditches the sweat pants post-pandemic. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 26 May 2021 21:53:20 -0000 Ep. 19: Crown Castle International with Palio's Joe Greco, Zscaler, Dicks Sporting Goods, Urban Outfitters full 1 19 Cory Johnson Is Crown Castle International (CCI) poised to be a 5G powerhouse? Palio president and CEO Joe Greco gives us his take. Trust is overrated, as “zero trust” cybersecurity company Zscaler (ZS) reports strong sales. Dicks Sporting Goods (DKS) eyes those stim... Is Crown Castle International (CCI) poised to be a 5G powerhouse? Palio president and CEO Joe Greco gives us his take. Trust is overrated, as “zero trust” cybersecurity company Zscaler (ZS) reports strong sales. Dicks Sporting Goods (DKS) eyes those stimulus checks as consumers prepare to go back to school. And Urban Outfitters (URBN) reports a RECORD setting quarter as  “she” finally ditches the sweat pants post-pandemic. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Is Crown Castle International (CCI) poised to be a 5G powerhouse? Palio president and CEO Joe Greco gives us his take. Trust is overrated, as “zero trust” cybersecurity company Zscaler (ZS) reports strong sales. Dicks Sporting Goods (DKS) eyes those stimulus checks as consumers prepare to go back to school. And Urban Outfitters (URBN) reports a RECORD setting quarter as  “she” finally ditches the sweat pants post-pandemic. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2260 no Ep. 18: eHealth with Villere's Lamar Villere, Vimeo, IAC, Amazon, Citi Trends, Lordstown Motors https://thedrilldown.podbean.com/e/may-25-2021-the-drill-down-vimeo-iac-amazon-citi-trends-lordstown-motors-ehealth/ IAC spins off Vimeo (VMEO), but will the video company be able to maintain its pandemic growth? Urban fashion is the secret sauce to jaw dropping growth at Citi Trends’ (CTRN). Lordstown Motors (RIDE) gives us an electric reminder that truck maker need to make trucks! And portfolio manager Lamar Villere says Medicare Advantage broker eHealth (EHTH) has plenty of room to grow and can put its accounting problems, activist investors and short sellers in the rear view mirror. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 25 May 2021 21:46:51 -0000 Ep. 18: eHealth with Villere's Lamar Villere, Vimeo, IAC, Amazon, Citi Trends, Lordstown Motors full 1 18 Cory Johnson IAC spins off Vimeo (VMEO), but will the video company be able to maintain its pandemic growth? Urban fashion is the secret sauce to jaw dropping growth at Citi Trends’ (CTRN). Lordstown Motors (RIDE) gives us an electric reminder that truck maker need t... IAC spins off Vimeo (VMEO), but will the video company be able to maintain its pandemic growth? Urban fashion is the secret sauce to jaw dropping growth at Citi Trends’ (CTRN). Lordstown Motors (RIDE) gives us an electric reminder that truck maker need to make trucks! And portfolio manager Lamar Villere says Medicare Advantage broker eHealth (EHTH) has plenty of room to grow and can put its accounting problems, activist investors and short sellers in the rear view mirror. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices IAC spins off Vimeo (VMEO), but will the video company be able to maintain its pandemic growth? Urban fashion is the secret sauce to jaw dropping growth at Citi Trends’ (CTRN). Lordstown Motors (RIDE) gives us an electric reminder that truck maker need to make trucks! And portfolio manager Lamar Villere says Medicare Advantage broker eHealth (EHTH) has plenty of room to grow and can put its accounting problems, activist investors and short sellers in the rear view mirror. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2309 no Ep. 17: Discovery with Smead Capital's Cole Smead, MGM, Amazon, HBO, Warner Bros., AT&T, DraftKings, Virgin Galactic, NGM Biopharmaceuticals https://thedrilldown.podbean.com/e/may-24-2021-the-drill-down-mgm-amazon-discovery-hbo-warner-bros-att-draftkings-virgin-galactic-ngm-biopharmaceuticals/ Can Discovery (DISCA), fueled with HBO and Warner Brothers content positions itself to be the streaming king, says Smead Capital president Cole Smead. Also, what Amazon (AMZN) could do with MGM’s iconic library of film and television. DraftKings (DKNG) mines content -- and perhaps a Bleacher Report acquisition -- to boost online sports betting. Virgin Galactic (SPCE) celebrates a successful launch and a much needed vote of confidence for its business. A failed liver disease treatment shakes NGM Biopharmaceuticals (NGM). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 24 May 2021 22:07:19 -0000 Ep. 17: Discovery with Smead Capital's Cole Smead, MGM, Amazon, HBO, Warner Bros., AT&T, DraftKings, Virgin Galactic, NGM Biopharmaceuticals full 1 17 Cory Johnson Can Discovery (DISCA), fueled with HBO and Warner Brothers content positions itself to be the streaming king, says Smead Capital president Cole Smead. Also, what Amazon (AMZN) could do with MGM’s iconic library of film and television. DraftKings (DKNG) m... Can Discovery (DISCA), fueled with HBO and Warner Brothers content positions itself to be the streaming king, says Smead Capital president Cole Smead. Also, what Amazon (AMZN) could do with MGM’s iconic library of film and television. DraftKings (DKNG) mines content -- and perhaps a Bleacher Report acquisition -- to boost online sports betting. Virgin Galactic (SPCE) celebrates a successful launch and a much needed vote of confidence for its business. A failed liver disease treatment shakes NGM Biopharmaceuticals (NGM). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Can Discovery (DISCA), fueled with HBO and Warner Brothers content positions itself to be the streaming king, says Smead Capital president Cole Smead. Also, what Amazon (AMZN) could do with MGM’s iconic library of film and television. DraftKings (DKNG) mines content -- and perhaps a Bleacher Report acquisition -- to boost online sports betting. Virgin Galactic (SPCE) celebrates a successful launch and a much needed vote of confidence for its business. A failed liver disease treatment shakes NGM Biopharmaceuticals (NGM). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2270 no Ep. 16: Shopify with RMW Commerce Consulting's Rick Watson, Square, Bitcoin, Supreme, VF Corporation, Deere & Company https://thedrilldown.podbean.com/e/may-21-2021-the-drill-down-square-bitcoin-shopify-supreme-vf-corporation-deere-company/ Shopify (SHOP), teamed with Google, is taking a bite out of Amazon AND Salesforce, to the benefit of sports bra and ketchup shoppers everywhere. We discuss with Rick Watson, RMW Commerce Consulting CEO. How is it that bitcoin seller Square (SQ) avoids the volatility of Bitcoin itself. VF Corporation’s (VFC) billion dollar bet on Supreme sufferers from COVID and China. And Deere & Company (DE) saw its customer base grow as people fled cities for the country during the pandemic. But, can Deere hold on to this growth? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 21 May 2021 22:10:45 -0000 Ep. 16: Shopify with RMW Commerce Consulting's Rick Watson, Square, Bitcoin, Supreme, VF Corporation, Deere & Company full 1 16 Cory Johnson Shopify (SHOP), teamed with Google, is taking a bite out of Amazon AND Salesforce, to the benefit of sports bra and ketchup shoppers everywhere. We discuss with Rick Watson, RMW Commerce Consulting CEO. How is it that bitcoin seller Square (SQ) avoids th... Shopify (SHOP), teamed with Google, is taking a bite out of Amazon AND Salesforce, to the benefit of sports bra and ketchup shoppers everywhere. We discuss with Rick Watson, RMW Commerce Consulting CEO. How is it that bitcoin seller Square (SQ) avoids the volatility of Bitcoin itself. VF Corporation’s (VFC) billion dollar bet on Supreme sufferers from COVID and China. And Deere & Company (DE) saw its customer base grow as people fled cities for the country during the pandemic. But, can Deere hold on to this growth? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Shopify (SHOP), teamed with Google, is taking a bite out of Amazon AND Salesforce, to the benefit of sports bra and ketchup shoppers everywhere. We discuss with Rick Watson, RMW Commerce Consulting CEO. How is it that bitcoin seller Square (SQ) avoids the volatility of Bitcoin itself. VF Corporation’s (VFC) billion dollar bet on Supreme sufferers from COVID and China. And Deere & Company (DE) saw its customer base grow as people fled cities for the country during the pandemic. But, can Deere hold on to this growth? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2024 no Ep. 15: Sunnova Energy with Bulls Eye Brief’s Adam Johnson, Bitcoin, Cisco, Hormel, Ralph Lauren https://thedrilldown.podbean.com/e/may-20-2021-the-drill-down-bitcoin-solar-sunnova-energy-cisco-hormel-ralph-lauren-and-unemployment/ How Sunnova Energy International (NOVA) is finding success in solar, leverages tax credits, and hoarding those hard-to-get semiconductors during a global shortage, with Bulls Eye Brief’s Adam Johnson. Cisco (CSCO) struggles with the global chip shortage. Hormel Foods (HRL) jacking prices on everything from peanuts to bacon to Spam. Ralph Lauren’s (RL) responds to disastrous European sales with a plan to invest in the U.S. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 20 May 2021 21:38:02 -0000 Ep. 15: Sunnova Energy with Bulls Eye Brief’s Adam Johnson, Bitcoin, Cisco, Hormel, Ralph Lauren full 1 15 Cory Johnson How Sunnova Energy International (NOVA) is finding success in solar, leverages tax credits, and hoarding those hard-to-get semiconductors during a global shortage, with Bulls Eye Brief’s Adam Johnson. Cisco (CSCO) struggles with the global chip shortage.... How Sunnova Energy International (NOVA) is finding success in solar, leverages tax credits, and hoarding those hard-to-get semiconductors during a global shortage, with Bulls Eye Brief’s Adam Johnson. Cisco (CSCO) struggles with the global chip shortage. Hormel Foods (HRL) jacking prices on everything from peanuts to bacon to Spam. Ralph Lauren’s (RL) responds to disastrous European sales with a plan to invest in the U.S. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How Sunnova Energy International (NOVA) is finding success in solar, leverages tax credits, and hoarding those hard-to-get semiconductors during a global shortage, with Bulls Eye Brief’s Adam Johnson. Cisco (CSCO) struggles with the global chip shortage. Hormel Foods (HRL) jacking prices on everything from peanuts to bacon to Spam. Ralph Lauren’s (RL) responds to disastrous European sales with a plan to invest in the U.S. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2002 no Ep. 14: Lionsgate with Zeo Capital Advisors' Marcus Moore, Take-Two Interactive, Iovance Biotherapeutics, Container Store https://thedrilldown.podbean.com/e/may-19-2021-the-drill-down-lionsgate-take-two-interactive-iovance-biotherapeutics-container-store/ Is Lionsgate (LGF.A) the next Netflix? Or the next Disney+? Marcus Moore of Zeo Capital Advisors explains why he see's a new streaming content king. Take-Two Interactive (TTWO) reveals some of its post-pandemic strategy with a plan to launch 60 news games over the next three years. Bitcoin, Ether and XRP take a dive. Iovance Biotherapeutics (IOVA) bungles tests for a potential cancer cure, a failed drug test and a CEO headed for the exits. And the Container Store (TCS) hunts for a way to keep up with its stellar pandemic-era sales and remains in the closet. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 19 May 2021 21:38:31 -0000 Ep. 14: Lionsgate with Zeo Capital Advisors' Marcus Moore, Take-Two Interactive, Iovance Biotherapeutics, Container Store full 1 14 Cory Johnson Is Lionsgate (LGF.A) the next Netflix? Or the next Disney+? Marcus Moore of Zeo Capital Advisors explains why he see's a new streaming content king. Take-Two Interactive (TTWO) reveals some of its post-pandemic strategy with a plan to launch 60 news game... Is Lionsgate (LGF.A) the next Netflix? Or the next Disney+? Marcus Moore of Zeo Capital Advisors explains why he see's a new streaming content king. Take-Two Interactive (TTWO) reveals some of its post-pandemic strategy with a plan to launch 60 news games over the next three years. Bitcoin, Ether and XRP take a dive. Iovance Biotherapeutics (IOVA) bungles tests for a potential cancer cure, a failed drug test and a CEO headed for the exits. And the Container Store (TCS) hunts for a way to keep up with its stellar pandemic-era sales and remains in the closet. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Is Lionsgate (LGF.A) the next Netflix? Or the next Disney+? Marcus Moore of Zeo Capital Advisors explains why he see's a new streaming content king. Take-Two Interactive (TTWO) reveals some of its post-pandemic strategy with a plan to launch 60 news games over the next three years. Bitcoin, Ether and XRP take a dive. Iovance Biotherapeutics (IOVA) bungles tests for a potential cancer cure, a failed drug test and a CEO headed for the exits. And the Container Store (TCS) hunts for a way to keep up with its stellar pandemic-era sales and remains in the closet. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2209 no Ep. 13: Cullen/Frost Bankers' AB Mendez, Walmart, SPACs, Canoo, Desktop Metal, Bitcoin Fraudsters and Elon Musk https://thedrilldown.podbean.com/e/may-18-2021-the-drill-down-walmart-spacs-canoo-desktop-metal-cullenfrost-bankers-bitcoin-fraudsters-and-elon-musk/ Elon Musk impersonators steal $2 million from the bitcoin curious. Hoarding hurts Walmart results (WMT) as it CUTS prices to grow its food business. Cullen/Frost Bankers (CFR) AB Mendez on expanding in Texas and profiting from the paycheck protection program (PPP). Trouble in SPAC land, an SEC investigation and ephemeral business strategies of electric vehicle maker Canoo (GOEV). And acquisition after acquisition strategy of 3D printing company Desktop Metal (DM). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 18 May 2021 21:54:49 -0000 Ep. 13: Cullen/Frost Bankers' AB Mendez, Walmart, SPACs, Canoo, Desktop Metal, Bitcoin Fraudsters and Elon Musk full 1 13 Cory Johnson Elon Musk impersonators steal $2 million from the bitcoin curious. Hoarding hurts Walmart results (WMT) as it CUTS prices to grow its food business. Cullen/Frost Bankers (CFR) AB Mendez on expanding in Texas and profiting from the paycheck protection pro... Elon Musk impersonators steal $2 million from the bitcoin curious. Hoarding hurts Walmart results (WMT) as it CUTS prices to grow its food business. Cullen/Frost Bankers (CFR) AB Mendez on expanding in Texas and profiting from the paycheck protection program (PPP). Trouble in SPAC land, an SEC investigation and ephemeral business strategies of electric vehicle maker Canoo (GOEV). And acquisition after acquisition strategy of 3D printing company Desktop Metal (DM). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Elon Musk impersonators steal $2 million from the bitcoin curious. Hoarding hurts Walmart results (WMT) as it CUTS prices to grow its food business. Cullen/Frost Bankers (CFR) AB Mendez on expanding in Texas and profiting from the paycheck protection program (PPP). Trouble in SPAC land, an SEC investigation and ephemeral business strategies of electric vehicle maker Canoo (GOEV). And acquisition after acquisition strategy of 3D printing company Desktop Metal (DM). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2554 no Ep. 12: Broadcom with Advisors Capital Management's JoAnne Feeney, Purple Innovation, Community Health Systems, Apellis Pharmaceuticals https://thedrilldown.podbean.com/e/may-17-2021-the-drill-down-broadcom-purple-innovation-community-health-systems-apellis-pharmaceuticals/ How Broadcom (AVGO) plans to keep up with chip demand from smartphone makers and continue making smart acquisitions, our guest is JoAnne Feeney, portfolio manager at Advisors Capital Management. The keys to Purple Innovation’s (PRPL) success disrupting the mattress industry and managing inflation. How Community Health Systems (CYH) is getting hospital patients to pay their bills. Apellis Pharmaceuticals (APLS) wins approval for a drug to treat a rare blood disease. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 17 May 2021 21:54:40 -0000 Ep. 12: Broadcom with Advisors Capital Management's JoAnne Feeney, Purple Innovation, Community Health Systems, Apellis Pharmaceuticals full 1 12 Cory Johnson How Broadcom (AVGO) plans to keep up with chip demand from smartphone makers and continue making smart acquisitions, our guest is JoAnne Feeney, portfolio manager at Advisors Capital Management. The keys to Purple Innovation’s (PRPL) success disrupting t... How Broadcom (AVGO) plans to keep up with chip demand from smartphone makers and continue making smart acquisitions, our guest is JoAnne Feeney, portfolio manager at Advisors Capital Management. The keys to Purple Innovation’s (PRPL) success disrupting the mattress industry and managing inflation. How Community Health Systems (CYH) is getting hospital patients to pay their bills. Apellis Pharmaceuticals (APLS) wins approval for a drug to treat a rare blood disease. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices How Broadcom (AVGO) plans to keep up with chip demand from smartphone makers and continue making smart acquisitions, our guest is JoAnne Feeney, portfolio manager at Advisors Capital Management. The keys to Purple Innovation’s (PRPL) success disrupting the mattress industry and managing inflation. How Community Health Systems (CYH) is getting hospital patients to pay their bills. Apellis Pharmaceuticals (APLS) wins approval for a drug to treat a rare blood disease. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2244 no Ep. 11: Lincoln Financial with Advisors Capital Management's Chuck Lieberman, Plug Power, DoorDash, Airbnb https://thedrilldown.podbean.com/e/may-14-2021-the-drill-down-lincoln-financial-plug-power-doordash-airbnb/ With fewer people dying, could it be time for Lincoln Financial (LNC)? Chuck Lieberman of Advisors Capital Management explains. Plug Power (PLUG) tries to put accounting problems and expenses behind it. DoorDash’s (DASH) optimistic forecast for 2021 with adjusted earnings. And Airbnb (ABNB) sees a return to urban travel. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 14 May 2021 22:05:25 -0000 Ep. 11: Lincoln Financial with Advisors Capital Management's Chuck Lieberman, Plug Power, DoorDash, Airbnb full 1 11 Cory Johnson With fewer people dying, could it be time for Lincoln Financial (LNC)? Chuck Lieberman of Advisors Capital Management explains. Plug Power (PLUG) tries to put accounting problems and expenses behind it. DoorDash’s (DASH) optimistic forecast for 2021 with... With fewer people dying, could it be time for Lincoln Financial (LNC)? Chuck Lieberman of Advisors Capital Management explains. Plug Power (PLUG) tries to put accounting problems and expenses behind it. DoorDash’s (DASH) optimistic forecast for 2021 with adjusted earnings. And Airbnb (ABNB) sees a return to urban travel. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices With fewer people dying, could it be time for Lincoln Financial (LNC)? Chuck Lieberman of Advisors Capital Management explains. Plug Power (PLUG) tries to put accounting problems and expenses behind it. DoorDash’s (DASH) optimistic forecast for 2021 with adjusted earnings. And Airbnb (ABNB) sees a return to urban travel. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 1991 no Ep. 10: Virgin Galactic with Coast Capital's James Rasteh, FireEye, Contango Oil & Gas, Haemonetics Corporation https://thedrilldown.podbean.com/e/may-13-2021-the-drill-down-virgin-galactic-fireeye-contango-oil-gas-haemonetics-corporation/ Is Virgin Galactic (SPCE) a zero-gravity zero? James Rasteh of Coast Capital says they should cease operations. Cybersecurity giant FireEye (FEYE) poised to help the White House fight cyber terrorists. Behind the successful turnaround of Contango Oil & Gas (MCF). A troubled blood company Haemonetics Corporation (HAE) fails to reassure investors or customers. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 13 May 2021 22:03:43 -0000 Ep. 10: Virgin Galactic with Coast Capital's James Rasteh, FireEye, Contango Oil & Gas, Haemonetics Corporation full 1 10 Cory Johnson Is Virgin Galactic (SPCE) a zero-gravity zero? James Rasteh of Coast Capital says they should cease operations. Cybersecurity giant FireEye (FEYE) poised to help the White House fight cyber terrorists. Behind the successful turnaround of Contango Oil & G... Is Virgin Galactic (SPCE) a zero-gravity zero? James Rasteh of Coast Capital says they should cease operations. Cybersecurity giant FireEye (FEYE) poised to help the White House fight cyber terrorists. Behind the successful turnaround of Contango Oil & Gas (MCF). A troubled blood company Haemonetics Corporation (HAE) fails to reassure investors or customers. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Is Virgin Galactic (SPCE) a zero-gravity zero? James Rasteh of Coast Capital says they should cease operations. Cybersecurity giant FireEye (FEYE) poised to help the White House fight cyber terrorists. Behind the successful turnaround of Contango Oil & Gas (MCF). A troubled blood company Haemonetics Corporation (HAE) fails to reassure investors or customers. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2195 no Ep. 9: Intel with Bokeh Capital's Kim Forrest, Array Technologies, Lemonade, Upstart Holdings https://thedrilldown.podbean.com/e/may-12-2021-the-drill-down-intel-array-technologies-lemonade-upstart-holdings/ Understanding the massive changes underway at Intel (INTC) with former software engineer Kim Forrest, founder and CIO of Bokeh Capital. Plus, warning signals from Array Technologies (ARRY). Upstart Holdings (UPST) brings Artificial Intelligence to debt consolidation. Investors sour on high-tech insurance provider Lemonade (LMND). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 12 May 2021 22:03:16 -0000 Ep. 9: Intel with Bokeh Capital's Kim Forrest, Array Technologies, Lemonade, Upstart Holdings full 1 9 Cory Johnson Understanding the massive changes underway at Intel (INTC) with former software engineer Kim Forrest, founder and CIO of Bokeh Capital. Plus, warning signals from Array Technologies (ARRY). Upstart Holdings (UPST) brings Artificial Intelligence to debt c... Understanding the massive changes underway at Intel (INTC) with former software engineer Kim Forrest, founder and CIO of Bokeh Capital. Plus, warning signals from Array Technologies (ARRY). Upstart Holdings (UPST) brings Artificial Intelligence to debt consolidation. Investors sour on high-tech insurance provider Lemonade (LMND). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Understanding the massive changes underway at Intel (INTC) with former software engineer Kim Forrest, founder and CIO of Bokeh Capital. Plus, warning signals from Array Technologies (ARRY). Upstart Holdings (UPST) brings Artificial Intelligence to debt consolidation. Investors sour on high-tech insurance provider Lemonade (LMND). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2208 no Ep. 8: Gazprom with Kopernik Global Investors' David Iben, 3D Systems, Rackspace Technology and Hanesbrands https://thedrilldown.podbean.com/e/may-10-2021-the-drill-down-gazprom-3d-systems-rackspace-technology-and-hanesbrands/ Is China the key to Gazprom (EDR) maintaining global gas dominance? David Iben of Kopernik Global Investors weighs in. After burning through hundreds of millions, 3D Systems (DDD) rides the bubble again. The story behind Rackspace Technology’s (RXT) collapsing margins and lousy quarter. And Hanesbrands (HBI) hunts for the next generation of “innerwear” consumers (that’d be underwear to you and me). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 11 May 2021 21:36:58 -0000 Ep. 8: Gazprom with Kopernik Global Investors' David Iben, 3D Systems, Rackspace Technology and Hanesbrands full 1 8 Cory Johnson Is China the key to Gazprom (EDR) maintaining global gas dominance? David Iben of Kopernik Global Investors weighs in. After burning through hundreds of millions, 3D Systems (DDD) rides the bubble again. The story behind Rackspace Technology’s (RXT) coll... Is China the key to Gazprom (EDR) maintaining global gas dominance? David Iben of Kopernik Global Investors weighs in. After burning through hundreds of millions, 3D Systems (DDD) rides the bubble again. The story behind Rackspace Technology’s (RXT) collapsing margins and lousy quarter. And Hanesbrands (HBI) hunts for the next generation of “innerwear” consumers (that’d be underwear to you and me). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Is China the key to Gazprom (EDR) maintaining global gas dominance? David Iben of Kopernik Global Investors weighs in. After burning through hundreds of millions, 3D Systems (DDD) rides the bubble again. The story behind Rackspace Technology’s (RXT) collapsing margins and lousy quarter. And Hanesbrands (HBI) hunts for the next generation of “innerwear” consumers (that’d be underwear to you and me). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 1801 no Ep. 7: Spotify with Clockwise Capital’s James Cakmak, Energy Transfer, Simon Property Group and Trade Desk https://thedrilldown.podbean.com/e/may-10-2021-the-drill-down-spotify-energy-transfer-simon-property-group-and-trade-desk/ Can Spotify (SPOT) keep growing? Clockwise Capital’s James Cakmak says yes. Pipeline king Energy Transfer (ET) says the oil patch is hotter than you know. How the hell can mall giant Simon Property Group (SPG) say it’s NOT a mall company. And we look at a cookie-less future for The Trade Desk (TTD). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 10 May 2021 21:53:32 -0000 Ep. 7: Spotify with Clockwise Capital’s James Cakmak, Energy Transfer, Simon Property Group and Trade Desk full 1 7 Cory Johnson Can Spotify (SPOT) keep growing? Clockwise Capital’s James Cakmak says yes. Pipeline king Energy Transfer (ET) says the oil patch is hotter than you know. How the hell can mall giant Simon Property Group (SPG) say it’s NOT a mall company. And we look at ... Can Spotify (SPOT) keep growing? Clockwise Capital’s James Cakmak says yes. Pipeline king Energy Transfer (ET) says the oil patch is hotter than you know. How the hell can mall giant Simon Property Group (SPG) say it’s NOT a mall company. And we look at a cookie-less future for The Trade Desk (TTD). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices Can Spotify (SPOT) keep growing? Clockwise Capital’s James Cakmak says yes. Pipeline king Energy Transfer (ET) says the oil patch is hotter than you know. How the hell can mall giant Simon Property Group (SPG) say it’s NOT a mall company. And we look at a cookie-less future for The Trade Desk (TTD). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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]]> 2255 no Ep. 6: Airbnb with Estimize's Leigh Drogen, Bill.com, Roku, Square and Bitcoin https://thedrilldown.podbean.com/e/may-7-2021-the-drill-down-airbnb-billcom-roku-square-and-bitcoin/ AirBNB return to growth, explaining Bill.com’s multi-billion purchase of Divvy -- it’s more than a high-flying stock, Roku’s creepy targeting of its customers using artificial intelligence and machine learning, and after spending billions of dollars buying and selling Bitcoin, why can’t Square make money on crypto? And we look at employment numbers, Dr. Copper and the Baker Hughes rig count. The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 07 May 2021 22:18:39 -0000 Ep. 6: Airbnb with Estimize's Leigh Drogen, Bill.com, Roku, Square and Bitcoin full 1 6 Cory Johnson AirBNB return to growth, explaining Bill.com’s multi-billion purchase of Divvy -- it’s more than a high-flying stock, Roku’s creepy targeting of its customers using artificial intelligence and machine learning, and after spending billions of dollars buyi... AirBNB return to growth, explaining Bill.com’s multi-billion purchase of Divvy -- it’s more than a high-flying stock, Roku’s creepy targeting of its customers using artificial intelligence and machine learning, and after spending billions of dollars buying and selling Bitcoin, why can’t Square make money on crypto? And we look at employment numbers, Dr. Copper and the Baker Hughes rig count. The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies. Learn more about your ad choices. Visit megaphone.fm/adchoices AirBNB return to growth, explaining Bill.com’s multi-billion purchase of Divvy -- it’s more than a high-flying stock, Roku’s creepy targeting of its customers using artificial intelligence and machine learning, and after spending billions of dollars buying and selling Bitcoin, why can’t Square make money on crypto? And we look at employment numbers, Dr. Copper and the Baker Hughes rig count. The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies.

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]]> 2191 no Ep. 5: SPACs with dMY Technology's Niccolo de Masi, Moderna, Lee Enterprises, Etsy, Bitcoin, Ether, XRP https://thedrilldown.podbean.com/e/may-6-2021-the-drill-down-moderna-lee-enterprises-etsy-bitcoin-ether-xrp-spacs-and-dmy-technology/ Separating good SPACs from bad with dMY Technology Niccolo de Masi, CEO of dMY Technology. Plus, Moderna (MRNA) thanks its Covid-19 vaccine as the company turns its first profit. Lee Enterprises (LEE) gives a clue about the state of the advertising market in its first year without Warren Buffett. And e-commerce marketplace Etsy (ETSY) warns of post-mask world. SEC Chairman Gary Gensler warns of crypto regulation that could affect Bitcoin, Ether, XRP and even Ripple. The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 06 May 2021 22:08:16 -0000 Ep. 5: SPACs with dMY Technology's Niccolo de Masi, Moderna, Lee Enterprises, Etsy, Bitcoin, Ether, XRP full 1 5 Cory Johnson Separating good SPACs from bad with dMY Technology Niccolo de Masi, CEO of dMY Technology. Plus, Moderna (MRNA) thanks its Covid-19 vaccine as the company turns its first profit. Lee Enterprises (LEE) gives a clue about the state of the advertising marke... Separating good SPACs from bad with dMY Technology Niccolo de Masi, CEO of dMY Technology. Plus, Moderna (MRNA) thanks its Covid-19 vaccine as the company turns its first profit. Lee Enterprises (LEE) gives a clue about the state of the advertising market in its first year without Warren Buffett. And e-commerce marketplace Etsy (ETSY) warns of post-mask world. SEC Chairman Gary Gensler warns of crypto regulation that could affect Bitcoin, Ether, XRP and even Ripple. The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies. Learn more about your ad choices. Visit megaphone.fm/adchoices Separating good SPACs from bad with dMY Technology Niccolo de Masi, CEO of dMY Technology. Plus, Moderna (MRNA) thanks its Covid-19 vaccine as the company turns its first profit. Lee Enterprises (LEE) gives a clue about the state of the advertising market in its first year without Warren Buffett. And e-commerce marketplace Etsy (ETSY) warns of post-mask world. SEC Chairman Gary Gensler warns of crypto regulation that could affect Bitcoin, Ether, XRP and even Ripple. The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies.

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]]> 2297 no Ep. 4: Vroom with MP Securities' Mark Lehmann, General Motors, Lyft, Devon Energy https://thedrilldown.podbean.com/e/may-5-2021-the-drill-down-general-motors-lyft-vroom-and-devon-energy/ Why JMP Securities CEO Mark Lehmann believes used car seller Vroom (VRM) has learned its lesson from missteps in 2020 and is convinced Vroom’s sales team will find their e-commerce footing this year. General Motors (GM) faces off with Tesla (and Ford) with its plan to embrace an electric-vehicle future. Also, Lyft (LYFT) learns it doesn’t always pay to be aggressive… at least when it comes to earnings statements. And oil giant Devon Energy (DV) decides to embrace a little more risk. The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 05 May 2021 21:37:44 -0000 Ep. 4: Vroom with MP Securities' Mark Lehmann, General Motors, Lyft, Devon Energy full 1 4 Cory Johnson Why JMP Securities CEO Mark Lehmann believes used car seller Vroom (VRM) has learned its lesson from missteps in 2020 and is convinced Vroom’s sales team will find their e-commerce footing this year. General Motors (GM) faces off with Tesla (and Ford) wi... Why JMP Securities CEO Mark Lehmann believes used car seller Vroom (VRM) has learned its lesson from missteps in 2020 and is convinced Vroom’s sales team will find their e-commerce footing this year. General Motors (GM) faces off with Tesla (and Ford) with its plan to embrace an electric-vehicle future. Also, Lyft (LYFT) learns it doesn’t always pay to be aggressive… at least when it comes to earnings statements. And oil giant Devon Energy (DV) decides to embrace a little more risk. The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies. Learn more about your ad choices. Visit megaphone.fm/adchoices Why JMP Securities CEO Mark Lehmann believes used car seller Vroom (VRM) has learned its lesson from missteps in 2020 and is convinced Vroom’s sales team will find their e-commerce footing this year. General Motors (GM) faces off with Tesla (and Ford) with its plan to embrace an electric-vehicle future. Also, Lyft (LYFT) learns it doesn’t always pay to be aggressive… at least when it comes to earnings statements. And oil giant Devon Energy (DV) decides to embrace a little more risk. The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies.

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]]> 2318 no Ep. 3: Goodyear Tires with Firestorm Capital's Eric Swergold, Pfizer, Tyson Foods, Camping World https://thedrilldown.podbean.com/e/may-4-2021-the-drill-down-pfizer-tyson-foods-camping-world-and-goodyear-tires/ Goodyear Tires’ (GT) plan to hike prices and use soybean oil to build the tires of the future with Eric Swergold, CEO of Firestorm Capital. Also, Pfizer’s (PFE) plan to vaccinate teenagers. Tyson Foods (TSN) targets vegans with new meat-free burgers. And Camping World (CWH) struggles to keep inventory stocked as Americans stock up on camping gear and guns. The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies.  Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 04 May 2021 22:04:43 -0000 Ep. 3: Goodyear Tires with Firestorm Capital's Eric Swergold, Pfizer, Tyson Foods, Camping World full 1 3 Cory Johnson Goodyear Tires’ (GT) plan to hike prices and use soybean oil to build the tires of the future with Eric Swergold, CEO of Firestorm Capital. Also, Pfizer’s (PFE) plan to vaccinate teenagers. Tyson Foods (TSN) targets vegans with new meat-free burgers. And... Goodyear Tires’ (GT) plan to hike prices and use soybean oil to build the tires of the future with Eric Swergold, CEO of Firestorm Capital. Also, Pfizer’s (PFE) plan to vaccinate teenagers. Tyson Foods (TSN) targets vegans with new meat-free burgers. And Camping World (CWH) struggles to keep inventory stocked as Americans stock up on camping gear and guns. The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies.  Learn more about your ad choices. Visit megaphone.fm/adchoices Goodyear Tires’ (GT) plan to hike prices and use soybean oil to build the tires of the future with Eric Swergold, CEO of Firestorm Capital. Also, Pfizer’s (PFE) plan to vaccinate teenagers. Tyson Foods (TSN) targets vegans with new meat-free burgers. And Camping World (CWH) struggles to keep inventory stocked as Americans stock up on camping gear and guns. The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies. 

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]]> 1918 no Ep. 2: Continental Resources with Smead Capital's Bill Smead, Berkshire Hathaway, VSE Corp, Mohawk Industries https://thedrilldown.podbean.com/e/may-3rd-2021-the-drill-down-on-continental-resources-berkshire-hathaway-vse-corp-and-mohawk-industries/ The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies. Today, Smead Capital CEO Bill Smead sounds off on shale producer Continental Resources’ (CLR) production ramp up and improving financial condition. We hear from Berkshire Hathaway’s Warren Buffett and his outlook on U.S. infrastructure. Also, gauging potential inflation signals from flooring maker Mohawk Industries (MHK) which did big business during the pandemic. And what a billion dollar deal for airplane and truck servicer VSE Corp (VSEC) tells us about the overall economic recovery. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 03 May 2021 23:03:06 -0000 Ep. 2: Continental Resources with Smead Capital's Bill Smead, Berkshire Hathaway, VSE Corp, Mohawk Industries full 1 2 Cory Johnson The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies. Today, Smead Capital CEO Bill Smead sounds off on shale producer Continental Resources’ (CLR) production ramp up and improving financi... The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies. Today, Smead Capital CEO Bill Smead sounds off on shale producer Continental Resources’ (CLR) production ramp up and improving financial condition. We hear from Berkshire Hathaway’s Warren Buffett and his outlook on U.S. infrastructure. Also, gauging potential inflation signals from flooring maker Mohawk Industries (MHK) which did big business during the pandemic. And what a billion dollar deal for airplane and truck servicer VSE Corp (VSEC) tells us about the overall economic recovery. Learn more about your ad choices. Visit megaphone.fm/adchoices The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies. Today, Smead Capital CEO Bill Smead sounds off on shale producer Continental Resources’ (CLR) production ramp up and improving financial condition. We hear from Berkshire Hathaway’s Warren Buffett and his outlook on U.S. infrastructure. Also, gauging potential inflation signals from flooring maker Mohawk Industries (MHK) which did big business during the pandemic. And what a billion dollar deal for airplane and truck servicer VSE Corp (VSEC) tells us about the overall economic recovery.

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]]> 1639 no The Drill Down - Introduction https://thedrilldown.podbean.com/e/the-drill-down-introduction/ Cory Johnson introduces us to the new Drill Down Podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 22 Apr 2021 17:17:37 -0000 The Drill Down - Introduction trailer 1 Cory Johnson Cory Johnson introduces us to the new Drill Down Podcast. Cory Johnson introduces us to the new Drill Down Podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices Cory Johnson introduces us to the new Drill Down Podcast.

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