
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.
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Episodes (704)
Drill Down Earnings, Ep. 305: Workday Q4 earnings analysis – what you need to kn...
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Drill Down Earnings, Ep. 304: Digitalbridge Q4 earnings analysis – what you need...
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Drill Down Earnings, Ep. 303: Analog Devices Q1 2026 earnings analysis – what yo...
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Drill Down Earnings, Ep. 302: Cadence Design Systems Q4 earnings analysis – what...
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Drill Down Earnings, Ep. 301: Arista Networks Q4 earnings analysis – what you ne...
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Drill Down Earnings, Ep. 300 (!): Cisco Systems Q2 Fiscal Year 2025 earnings ana...
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Drill Down Earnings, Ep. 299: Applovin Q4 earnings analysis – what you need to k...
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Drill Down Earnings, Ep. 298: Vertiv Q4 earnings analysis – what you need to kno...
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Drill Down Earnings, Ep. 297: Super Micro Computer Q4 earnings analysis – what y...
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Drill Down Earnings, Ep. 296: Globalfoundries Q4 earnings analysis – what you ne...
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Drill Down Earnings, Ep. 295: Shopify Q4 earnings analysis – what you need to kn...
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Drill Down Earnings, Ep. 294: Lattice Semiconductor Q4 earnings analysis – what...
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Drill Down Earnings, Ep. 293: ON Semiconductor Q4 earnings analysis – what you n...
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Drill Down Earnings, Ep. 292: Amazon.com Q4 earnings analysis – what you need to...
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Drill Down Earnings, Ep. 291: Fortinet Q4 earnings analysis – what you need to k...
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Drill Down Earnings, Ep. 290: Cloudflare Q4 earnings analysis – what you need to...
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Drill Down Earnings, Ep. 289: ARM Holdings Q3 earnings analysis – what you need...
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Drill Down Earnings, Ep. 288: Qualcomm Q1 earnings analysis – what you need to k...
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Drill Down Earnings, Ep. 287: Coherent Q2 2025 earnings analysis – what you need...
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Drill Down Earnings, Ep. 286: Alphabet Q4 earnings analysis – what you need to k...
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Drill Down Earnings, Ep. 285: Snap Q4 earnings analysis – what you need to know...
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Drill Down Earnings, Ep. 284: Advanced Micro Devices Q4 earnings analysis – what...
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Drill Down Earnings, Ep. 283: Fabrinet Q2 earnings analysis – what you need to k...
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Drill Down Earnings, Ep. 282: Palantir Q4 earnings analysis – what you need to k...
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Drill Down Earnings, Ep. 281: Apple Q1 2025 earnings analysis – what you need to...
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Drill Down Earnings, Ep. 280: Intel Q4 earnings analysis – what you need to know...
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Drill Down Earnings, Ep. 279: IBM Q4 earnings analysis – what you need to know (...
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Drill Down Earnings, Ep. 278: Tesla Q4 earnings analysis – what you need to know...
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Drill Down Earnings, Ep. 277: Microsoft Q4 earnings analysis – what you need to...
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Drill Down Earnings, Ep. 276: ASML Q4 earnings analysis – what you need to know...
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Drill Down Earnings, Ep. 275: F5 Q1 2025 earnings analysis – what you need to kn...
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Drill Down Earnings, Ep. 274: SAP €40B promise Q4 earnings analysis and a – what...
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Drill Down Earnings, Ep. 273: Micron Technology Q1 2025 earnings analysis – what...
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Drill Down Earnings, Ep. 272: Broadcom Q4 2024 earnings analysis – what you need...
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Drill Down Earnings, Ep. 271: Adobe Q4 2024 earnings analysis – what you need to...
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Drill Down Earnings, Ep. 269: Oracle Q2 Fiscal Year 2025 earnings analysis – wha...
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Drill Down Earnings, Ep. 270: C3.ai Q2 2025 earnings analysis – what you need to...
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Drill Down Earnings, Ep. 267: Hewlett Packard Enterprise Q4 earnings analysis –...
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The Drill Down Insider: Synopsys CFO Shelagh Glaser
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Drill Down Earnings, Ep. 266: Synopsys Q4 earnings analysis – what you need to k...
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Drill Down Insider w. Yext CEO Michael Walrath
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Drill Down Insider w. Elastic CEO Ash Kulkarni The story of Elastic’s essential...
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Drill Down Earnings, Ep. 265: Okta Q3 earnings analysis – what you need to know...
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Drill Down Earnings, Ep. 264: Box Q3 earnings analysis – what you need to know (...
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Drill Down Earnings, Ep. 263: Zscaler Fiscal Q1 2026 earnings analysis – what yo...
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Drill Down Earnings, Ep. 262: Crowdstrike Q3 earnings analysis – what you need t...
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Drill Down Earnings, Ep. 261: Dell Q3 earnings analysis – what you need to know...
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Drill Down Earnings, Ep. 260: Elastic Q2 earnings analysis – what you need to kn...
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Drill Down Earnings, Ep. 259: Palo Alto Networks Q3 earnings analysis – what you...
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Drill Down Earnings, Ep. 258: NVIDIA Q3 earnings analysis – what you need to kno...
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