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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. 305: Workday Q4 earnings analysis – what you need to kn...

The Drill Down

Feb 26, 20255:11pending

Drill Down Earnings, Ep. 304: Digitalbridge Q4 earnings analysis – what you need...

The Drill Down

Feb 21, 20254:52pending

Drill Down Earnings, Ep. 303: Analog Devices Q1 2026 earnings analysis – what yo...

The Drill Down

Feb 21, 20256:00pending

Drill Down Earnings, Ep. 302: Cadence Design Systems Q4 earnings analysis – what...

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Feb 20, 20256:43pending

Drill Down Earnings, Ep. 301: Arista Networks Q4 earnings analysis – what you ne...

The Drill Down

Feb 19, 20259:47pending

Drill Down Earnings, Ep. 300 (!): Cisco Systems Q2 Fiscal Year 2025 earnings ana...

The Drill Down

Feb 15, 20257:16pending

Drill Down Earnings, Ep. 299: Applovin Q4 earnings analysis – what you need to k...

The Drill Down

Feb 15, 20255:54pending

Drill Down Earnings, Ep. 298: Vertiv Q4 earnings analysis – what you need to kno...

The Drill Down

Feb 13, 20259:10pending

Drill Down Earnings, Ep. 297: Super Micro Computer Q4 earnings analysis – what y...

The Drill Down

Feb 12, 20258:13pending

Drill Down Earnings, Ep. 296: Globalfoundries Q4 earnings analysis – what you ne...

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Feb 12, 20254:39pending

Drill Down Earnings, Ep. 295: Shopify Q4 earnings analysis – what you need to kn...

The Drill Down

Feb 11, 20255:18pending

Drill Down Earnings, Ep. 294: Lattice Semiconductor Q4 earnings analysis – what...

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Feb 11, 20254:59pending

Drill Down Earnings, Ep. 293: ON Semiconductor Q4 earnings analysis – what you n...

The Drill Down

Feb 11, 20256:38pending

Drill Down Earnings, Ep. 292: Amazon.com Q4 earnings analysis – what you need to...

The Drill Down

Feb 7, 20258:24pending

Drill Down Earnings, Ep. 291: Fortinet Q4 earnings analysis – what you need to k...

The Drill Down

Feb 7, 20255:57pending

Drill Down Earnings, Ep. 290: Cloudflare Q4 earnings analysis – what you need to...

The Drill Down

Feb 7, 20255:26pending

Drill Down Earnings, Ep. 289: ARM Holdings Q3 earnings analysis – what you need...

The Drill Down

Feb 6, 20254:27pending

Drill Down Earnings, Ep. 288: Qualcomm Q1 earnings analysis – what you need to k...

The Drill Down

Feb 6, 20254:16pending

Drill Down Earnings, Ep. 287: Coherent Q2 2025 earnings analysis – what you need...

The Drill Down

Feb 6, 20255:05pending

Drill Down Earnings, Ep. 286: Alphabet Q4 earnings analysis – what you need to k...

The Drill Down

Feb 5, 20254:57pending

Drill Down Earnings, Ep. 285: Snap Q4 earnings analysis – what you need to know...

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Feb 5, 20255:28pending

Drill Down Earnings, Ep. 284: Advanced Micro Devices Q4 earnings analysis – what...

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Feb 4, 20255:47pending

Drill Down Earnings, Ep. 283: Fabrinet Q2 earnings analysis – what you need to k...

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Feb 4, 20256:52pending

Drill Down Earnings, Ep. 282: Palantir Q4 earnings analysis – what you need to k...

The Drill Down

Feb 4, 20255:35pending

Drill Down Earnings, Ep. 281: Apple Q1 2025 earnings analysis – what you need to...

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Jan 31, 20256:39pending

Drill Down Earnings, Ep. 280: Intel Q4 earnings analysis – what you need to know...

The Drill Down

Jan 30, 20254:58pending

Drill Down Earnings, Ep. 279: IBM Q4 earnings analysis – what you need to know (...

The Drill Down

Jan 30, 20253:38pending

Drill Down Earnings, Ep. 278: Tesla Q4 earnings analysis – what you need to know...

The Drill Down

Jan 30, 20255:58pending

Drill Down Earnings, Ep. 277: Microsoft Q4 earnings analysis – what you need to...

The Drill Down

Jan 30, 20253:15pending

Drill Down Earnings, Ep. 276: ASML Q4 earnings analysis – what you need to know...

The Drill Down

Jan 29, 20256:20pending

Drill Down Earnings, Ep. 275: F5 Q1 2025 earnings analysis – what you need to kn...

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Jan 29, 20254:15pending

Drill Down Earnings, Ep. 274: SAP €40B promise Q4 earnings analysis and a – what...

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Jan 29, 20255:01pending

Drill Down Earnings, Ep. 273: Micron Technology Q1 2025 earnings analysis – what...

The Drill Down

Dec 20, 20246:31pending

Drill Down Earnings, Ep. 272: Broadcom Q4 2024 earnings analysis – what you need...

The Drill Down

Dec 13, 20244:35pending

Drill Down Earnings, Ep. 271: Adobe Q4 2024 earnings analysis – what you need to...

The Drill Down

Dec 12, 20246:14pending

Drill Down Earnings, Ep. 269: Oracle Q2 Fiscal Year 2025 earnings analysis – wha...

The Drill Down

Dec 10, 20247:57pending

Drill Down Earnings, Ep. 270: C3.ai Q2 2025 earnings analysis – what you need to...

The Drill Down

Dec 10, 20246:07pending

Drill Down Earnings, Ep. 267: Hewlett Packard Enterprise Q4 earnings analysis –...

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Dec 6, 20246:18pending

The Drill Down Insider: Synopsys CFO Shelagh Glaser

The Drill Down

Dec 6, 202417:46pending

Drill Down Earnings, Ep. 266: Synopsys Q4 earnings analysis – what you need to k...

The Drill Down

Dec 5, 20246:47pending

Drill Down Insider w. Yext CEO Michael Walrath

The Drill Down

Dec 5, 202423:09pending

Drill Down Insider w. Elastic CEO Ash Kulkarni The story of Elastic’s essential...

The Drill Down

Dec 4, 202421:56pending

Drill Down Earnings, Ep. 265: Okta Q3 earnings analysis – what you need to know...

The Drill Down

Dec 4, 20245:43pending

Drill Down Earnings, Ep. 264: Box Q3 earnings analysis – what you need to know (...

The Drill Down

Dec 4, 20246:06pending

Drill Down Earnings, Ep. 263: Zscaler Fiscal Q1 2026 earnings analysis – what yo...

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Dec 3, 20245:35pending

Drill Down Earnings, Ep. 262: Crowdstrike Q3 earnings analysis – what you need t...

The Drill Down

Nov 27, 20246:41pending

Drill Down Earnings, Ep. 261: Dell Q3 earnings analysis – what you need to know...

The Drill Down

Nov 27, 20247:05pending

Drill Down Earnings, Ep. 260: Elastic Q2 earnings analysis – what you need to kn...

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Nov 26, 20247:33pending

Drill Down Earnings, Ep. 259: Palo Alto Networks Q3 earnings analysis – what you...

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Nov 21, 20246:27pending

Drill Down Earnings, Ep. 258: NVIDIA Q3 earnings analysis – what you need to kno...

The Drill Down

Nov 21, 20248:04pending
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