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The Drill Down

Cory Johnson

EN704 episodes
businessinvestingnews

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.

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Each time The Drill Down publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.

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Episodes (704)

Drill Down Earnings, Ep. 344: HP Q2 earnings analysis – what you need to know ($...

The Drill Down

May 30, 20256:16pending

Drill Down Earnings, Ep. 343: Salesforce Q1 earnings analysis – what you need to...

The Drill Down

May 30, 20256:17pending

Drill Down Earnings, Ep. 342: NVIDIA Q1 earnings analysis – what you need to kno...

The Drill Down

May 29, 20257:25pending

The Drill Down: Clearwater Analytics (CWAN:NASDAQ) CEO Sandeep Sahai

The Drill Down

May 28, 202524:06pending

Drill Down Earnings, Ep. 341: Okta Q1 earnings analysis – what you need to know...

The Drill Down

May 28, 20255:36pending

Drill Down Earnings, Ep. 340: Box Q1 earnings analysis – what you need to know (...

The Drill Down

May 28, 20255:09pending

Drill Down Earnings, Ep. 339: Workday Q1 earnings analysis – what you need to kn...

The Drill Down

May 23, 20255:55pending

Drill Down Earnings, Ep. 338: Analog Devices Q2 Fiscal Year 2025 earnings analys...

The Drill Down

May 23, 20255:54pending

Drill Down Earnings, Ep. 337: Palo Alto Networks Q3 Fiscal 2025 earnings analysi...

The Drill Down

May 20, 20255:45pending

Drill Down Earnings, Ep. 336: Applied Materials Q2 Fiscal Year 2025 earnings ana...

The Drill Down

May 16, 20256:11pending

Drill Down Earnings, Ep. 335: Cloudflare Q1 earnings analysis – what you need to...

The Drill Down

May 9, 20256:14pending

Drill Down Earnings, Ep. 334: Applied Optoelectronics Q1 earnings analysis – wha...

The Drill Down

May 9, 20256:39pending

Drill Down Earnings, Ep. 333: ARM Q4 Fiscal 2025 earnings analysis – what you ne...

The Drill Down

May 8, 20256:14pending

Drill Down Earnings, Ep. 332: Applovin Q1 earnings analysis – what you need to k...

The Drill Down

May 8, 20254:55pending

Drill Down Earnings, Ep. 331: Coherent Q1 earnings analysis – what you need to k...

The Drill Down

May 8, 20255:17pending

Drill Down Earnings, Ep. 330: Lumentum Q1 earnings analysis – what you need to k...

The Drill Down

May 7, 20254:59pending

Drill Down Earnings, Ep. 329: Arista Networks Q1 earnings analysis – what you ne...

The Drill Down

May 7, 20255:55pending

Drill Down Earnings, Ep. 328: Advanced Micro Devices Q1 earnings analysis – what...

The Drill Down

May 7, 20255:44pending

Drill Down Earnings, Ep. 327: Fabrinet Fiscal 2025 Q3 earnings analysis – what y...

The Drill Down

May 6, 20255:56pending

Drill Down Earnings, Ep. 326: onsemi Q1 earnings analysis – what you need to kno...

The Drill Down

May 5, 20255:53pending

Drill Down Earnings, Ep. 323: Microsoft Q3 earnings analysis – what you need to...

The Drill Down

May 2, 20255:18pending

Drill Down Earnings, Ep. 325: Twilio Q4 earnings analysis – what you need to kno...

The Drill Down

May 2, 20256:21pending

Drill Down Earnings, Ep. 324: Amazon.com Q1 earnings analysis – what you need to...

The Drill Down

May 2, 20257:29pending

Drill Down Earnings, Ep. 322: F5 Q2 Fiscal Year 2025 earnings analysis – what yo...

The Drill Down

May 1, 20255:32pending

Drill Down Earnings, Ep. 321: Netflix Q1 earnings analysis – what you need to kn...

The Drill Down

Apr 18, 20257:31pending

Drill Down Earnings, Ep. 320: ASML Holding NV Q4 earnings analysis – what you ne...

The Drill Down

Apr 16, 20256:53pending

The Drill Down Insider, with the State of Maryland's Natalie Evans Harris

The Drill Down

Mar 25, 20259:14pending

The Drill Down Insider, with NIST's Justin Senseney

The Drill Down

Mar 25, 20259:18pending

The Drill Down Insider, with NIST's Justin Senseney

The Drill Down

Mar 25, 20259:18pending

The Drill Down Insider, with the U.S. Army’s Hussein Johnson

The Drill Down

Mar 25, 202511:03pending

The Drill Down Insider, with Lawrence Livermore National Lab’s Ian Lee

The Drill Down

Mar 25, 20255:05pending

The Drill Down Insider, with Elastic's Bill Wright

The Drill Down

Mar 25, 202510:00pending

The Drill Down Insider, with Elastic's Chris Townsend

The Drill Down

Mar 25, 202514:19pending

The Drill Down Insider, with Elastic's Ash Kulkarni

The Drill Down

Mar 22, 202511:07pending

Drill Down Earnings, Ep. 319: Rubrik Q4 earnings analysis – what you need to kno...

The Drill Down

Mar 14, 20254:57pending

Drill Down Earnings, Ep. 317: Oracle Q3 earnings analysis – what you need to kno...

The Drill Down

Mar 13, 20257:46pending

Drill Down Earnings, Ep. 318: Adobe Q1 earnings analysis – what you need to know...

The Drill Down

Mar 12, 20254:53pending

Drill Down Earnings, Ep. 316: Broadcom Q1 2025 earnings analysis – what you need...

The Drill Down

Mar 7, 20257:58pending

Drill Down Earnings, Ep. 315: Hewlett Packard Enterprise Q4 earnings analysis –...

The Drill Down

Mar 7, 20257:05pending

Drill Down Earnings, Ep. 314: Zscaler Q2 2025 earnings analysis – what you need...

The Drill Down

Mar 6, 20255:18pending

Drill Down Earnings, Ep. 313: Marvell Q4 earnings analysis – what you need to kn...

The Drill Down

Mar 6, 20256:54pending

Drill Down Earnings, Ep. 312: Okta Q4 earnings analysis – what you need to know...

The Drill Down

Mar 4, 20256:16pending

The Drill Down Insider: Elastic CEO Ash Kulkarni

The Drill Down

Mar 3, 202517:33pending

The Drill Down Insider: Synopsys CFO Shelagh Glaser

The Drill Down

Mar 1, 202515:00pending

Drill Down Earnings, Ep. 311: Elastic Q3 2025 earnings analysis – what you need...

The Drill Down

Feb 28, 20257:32pending

Drill Down Earnings, Ep. 310: Dell Technologies Q4 earnings analysis – what you...

The Drill Down

Feb 28, 20256:55pending

Drill Down Earnings, Ep. 309: NetApp Q4 earnings analysis – what you need to kno...

The Drill Down

Feb 28, 20256:04pending

Drill Down Earnings, Ep. 308: Applied Optoelectronics Q4 earnings analysis – wha...

The Drill Down

Feb 27, 20256:22pending

Drill Down Earnings, Ep. 307: Synopsys Q1 2026 earnings analysis – what you need...

The Drill Down

Feb 27, 20257:16pending

Drill Down Earnings, Ep. 306: What you don’t know about NVIDIA Q4 earnings – a d...

The Drill Down

Feb 27, 20256:53pending
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