
The Drill Down
The Drill Down is a daily podcast focused on business fundamentals of the biggest stock movers of the market day, hosted by veteran financial journalist Cory Johnson. Through insightful interviews with CEOs and investors, meaningful research and in-depth analysis, The Drill Down provides a clearer picture of what’s really going on under the hood at publicly traded companies. This is business news for business people.
Episodes (704)
Drill Down Earnings, Ep. 394: IBM Q3 earnings – ($IBM) – A Deep Dive with Cory J...
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Drill Down Earnings, Ep. 391: Texas Instruments Q3 earnings – ($TXN) – A Deep Di...
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Drill Down Earnings, Ep. 390: Micron Technology Q2 earnings – ($MU) Beyond the N...
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Drill Down Earnings, Ep. 389: Rubrik Q2 earnings – ($RBRK) Beyond the Numbers –...
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Drill Down Earnings, Ep. 388: Oracle Q1 2026 earnings – ($ORCL) Beyond the Numbe...
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Drill Down Earnings, Ep. 387: Broadcom Q3 earnings – ($AVGO) Beyond the Numbers...
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Drill Down Earnings, Ep. 386: Salesforce Q2 earnings – ($CRM) Beyond the Numbers...
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Drill Down Earnings, Ep. 385: Hewlett Packard Enterprise Q2 earnings – ($HPE) Be...
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Drill Down Earnings, Ep. 384: Zscaler FY 2025 Q4 earnings – ($ZS) Beyond the Num...
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Drill Down Insider Ep. #21: Coveo CEO Laurent Simoneau
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Drill Down Earnings, Ep. 380: Fabrinet Q4 Fiscal Year 2025 earnings – ($FN) Beyo...
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Drill Down Earnings, Ep. 383: Elastic Q1 2026 earnings – ($ESTC) Beyond the Numb...
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Drill Down Earnings, Ep. 382: NVIDA Q2 2026 earnings – ($NVDA) Beyond the Number...
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Drill Down Earnings, Ep. 381: Box Q2 earnings – ($BOX) Beyond the Numbers – A De...
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Drill Down Earnings, Ep. 379: Palo Alto Networks Q4 Fiscal Year 2025 earnings –...
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Ep. #248: Trinity Capital (TRIN:NASDAQ) CEO Kyle Brown
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Drill Down Earnings, Ep. 378: Applied Materials Q3 FY 2025 earnings – ($AMAT) Be...
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Drill Down Earnings, Ep. 377: Coherent Q4 FY 2025 earnings – ($COHR) Beyond the...
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Drill Down Earnings, Ep. 376: Cisco Systems Q4 2025 earnings – ($CSCO) Beyond th...
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Drill Down Earnings, Ep. 375: Lumentum Q4 2025 earnings – ($LITE) Beyond the Num...
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Drill Down Earnings, Ep. 374: Applied Optoelectronics Q2 earnings – ($AAOI) Beyo...
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Drill Down Earnings, Ep. 373: Applovin Q2 earnings – ($APP) Beyond the Numbers –...
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Drill Down Earnings, Ep. 372: Advanced Micro Devices Q2 earnings – ($AMD) Beyond...
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Drill Down Earnings, Ep. 371: Globalfoundries Q2 earnings – ($GFS) Beyond the Nu...
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Drill Down Earnings, Ep. 370: Palantir Q2 earnings – ($PLTR) Beyond the Numbers...
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Drill Down Earnings, Ep. 369: Amazon.com Q2 earnings – ($AMZN) Beyond the Number...
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Drill Down Earnings, Ep. 368: Microsoft Q4 2025 earnings – ($MSFT) Beyond the Nu...
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Drill Down Earnings, Ep. 367: Cadence Design Systems Q2 earnings – ($CDNS) Beyon...
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Drill Down Earnings, Ep. 366: Comfort Systems USA Q2 earnings – ($FIX) Beyond th...
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Drill Down Earnings, Ep. 365: Intel Q2 earnings – ($INTC) Beyond the Numbers – A...
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Drill Down Earnings, Ep. 362: IBM Q2 earnings – ($IBM) Beyond the Numbers – A De...
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Drill Down Earnings, Ep. 361: Alphabet Q2 earnings – ($GOOG) Beyond the Numbers...
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Drill Down Earnings, Ep. 360: Tesla Q2 earnings – ($TSLA) Beyond the Numbers – A...
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Drill Down Earnings, Ep. 359: Texas Instruments Q2 earnings – ($TXN) Beyond the...
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The Drill Down Insider, with Synopsys CFO Shelagh Glaser
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Drill Down Earnings, Ep. 358: Taiwan Semiconductor Manufacturing Q2 earnings ana...
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Drill Down Earnings, Ep. 357: ASML Q2 earnings – ($ASML) Beyond the Numbers – A...
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Drill Down Earnings, Ep. 356: Micron Technology Q3 earnings analysis – what you...
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Drill Down Earnings, Ep. 355: Adobe Q2 Fiscal Year 2025 earnings analysis – what...
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Drill Down Earnings, Ep. 354: Oracle Q4 Fiscal 2025 earnings analysis – what you...
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Ep. #247: Rubrik (RBRK:Nasdaq) CEO Bipul Sinha
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Drill Down Earnings, Ep. 353: Broadcom Q2 earnings analysis – what you need to k...
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Drill Down Earnings, Ep. 352: Rubrik Q1 earnings analysis – what you need to kno...
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Drill Down Earnings, Ep. 351: Mongodb Q1 earnings analysis – what you need to kn...
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Drill Down Earnings, Ep. 350: CrowdStrike Q1 earnings analysis – what you need t...
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Drill Down Earnings, Ep. 349: Hewlett Packard Enterprise Q2 Fiscal Year 2025 ear...
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Drill Down Insider: Elastic CEO Ash Kulkarni ($ESTC)
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Drill Down Earnings, Ep. 348: Dell Technologies Q1 Fiscal Year 2026 earnings ana...
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Drill Down Earnings, Ep. 347: Elastic Q4 Fiscal 2025 earnings analysis – what yo...
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Drill Down Earnings, Ep. 346: Zscaler Q4 Fiscal Year 2025 earnings analysis – wh...
The Drill Down