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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. 257: Applied Materials Q4 2024 earnings analysis – what...

The Drill Down

Nov 15, 20246:21pending

Drill Down Earnings, Ep. 256: Cisco Q1 2025 earnings analysis – what you need to...

The Drill Down

Nov 14, 20246:37pending

Drill Down Earnings, Ep. 255: Applied Optoelectronics Q3 earnings analysis – wha...

The Drill Down

Nov 8, 20245:36pending

Drill Down Earnings, Ep. 254: Arista Networks Q3 earnings analysis – what you ne...

The Drill Down

Nov 7, 20244:51pending

Drill Down Earnings, Ep. 253: Cloudflare Q3 earnings analysis – what you need to...

The Drill Down

Nov 7, 20243:39pending

Drill Down Earnings, Ep. 252: Coherent Q1 FY 2024 earnings analysis – what you n...

The Drill Down

Nov 7, 20245:16pending

Drill Down Earnings, Ep. 251: Arm Fiscal Year Q2 2025 earnings analysis – what y...

The Drill Down

Nov 7, 20244:51pending

Drill Down Earnings, Ep. 250: Qualcomm Q3 earnings analysis – what you need to k...

The Drill Down

Nov 6, 20244:36pending

Drill Down Earnings, Ep. 249: Supermicro Q3 earnings analysis – what you need to...

The Drill Down

Nov 6, 20246:16pending

Drill Down Earnings, Ep. 248: Globalfoundries Q3 earnings analysis – what you ne...

The Drill Down

Nov 6, 20244:15pending

Drill Down Earnings, Ep. 247: Fabrinet Q1 2025 earnings analysis – what you need...

The Drill Down

Nov 5, 20244:18pending

Drill Down Earnings, Ep. 246: Lattice Semiconductor Q3 earnings analysis – what...

The Drill Down

Nov 5, 20245:38pending

Drill Down Earnings, Ep. 245: Palantir Q3 earnings analysis – what you need to k...

The Drill Down

Nov 5, 20245:31pending

Drill Down Earnings, Ep. 244: Amazon.com Q3 earnings analysis – what you need to...

The Drill Down

Nov 1, 20245:17pending

Drill Down Earnings, Ep. 243: Atlassian Q1 2025 earnings analysis – what you nee...

The Drill Down

Nov 1, 20245:17pending

Drill Down Earnings, Ep. 242: Intel Q3 earnings analysis – what you need to know...

The Drill Down

Oct 31, 20245:30pending

Drill Down Earnings, Ep. 241: Apple Q4 earnings analysis – what you need to know...

The Drill Down

Oct 31, 20245:35pending

Drill Down Earnings, Ep. 240: Mobileye Q3 earnings analysis – what you need to k...

The Drill Down

Oct 31, 20246:08pending

Drill Down Earnings, Ep. 239: Meta Q3 earnings analysis – what you need to know...

The Drill Down

Oct 31, 20246:38pending

Drill Down Earnings, Ep. 238: Twillio Q3 earnings analysis – what you need to kn...

The Drill Down

Oct 31, 20247:29pending

Drill Down Earnings, Ep. 236: KLA Q1 2025 earnings analysis – what you need to k...

The Drill Down

Oct 31, 20245:55pending

Drill Down Earnings, Ep. 237: Microsoft Q4 earnings analysis – what you need to...

The Drill Down

Oct 31, 20244:07pending

Drill Down Earnings, Ep. 235: ADVANCED MICRO DEVICES Q3 earnings analysis – what...

The Drill Down

Oct 30, 20245:36pending

Drill Down Earnings, Ep. 234: Snap Q3 earnings analysis – what you need to know...

The Drill Down

Oct 30, 20245:14pending

Drill Down Earnings, Ep. 233: Alphabet Q3 earnings analysis – what you need to k...

The Drill Down

Oct 29, 20245:09pending

Drill Down Earnings, Ep. 232: Corning Q3 earnings analysis – what you need to kn...

The Drill Down

Oct 29, 20245:23pending

Drill Down Earnings, Ep. 231: Cadence Design Systems Q3 earnings analysis – what...

The Drill Down

Oct 28, 20245:24pending

Drill Down Earnings, Ep. 230: F5 Q4 earnings analysis – what you need to know ($...

The Drill Down

Oct 28, 20244:47pending

Drill Down Earnings, Ep. 229: ON Semiconductor Q3 earnings analysis – what you n...

The Drill Down

Oct 28, 20245:58pending

Drill Down Earnings, Ep. 228: Comfort Systems USA Q3 earnings analysis – what yo...

The Drill Down

Oct 28, 20246:42pending

Drill Down Earnings, Ep. 227: Teradyne Q3 earnings analysis ($TER) – what you n...

The Drill Down

Oct 25, 20246:26pending

Drill Down Earnings, Ep. 226: Lam Research Fiscal Year Q1 earnings essentials ($...

The Drill Down

Oct 24, 20244:47pending

Drill Down Earnings, Ep. 225: Tesla Q3 earnings essentials ($TSLA)

The Drill Down

Oct 24, 20246:35pending

Drill Down Earnings, Ep. 224: ServiceNow Q3 earnings essentials ($NOW)

The Drill Down

Oct 24, 20245:32pending

Drill Down Earnings, Ep. 223: Vertiv Q3 earnings essentials ($VRT)

The Drill Down

Oct 24, 20245:43pending

Drill Down Earnings, Ep. 222: IBM Q3 earnings essentials ($IBM)

The Drill Down

Oct 24, 20244:28pending

Drill Down Earnings, Ep. 221: Texas Instruments Q3 earnings essentials ($TXN)

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Oct 23, 20244:56pending

Drill Down Earnings, Ep. 220: SAP Q3 earnings essentials ($SAP)

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Oct 22, 20245:17pending

Drill Down Earnings, Ep. 219: ASML Q3 earnings essentials ($ASML)

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Oct 16, 20246:42pending

Drill Down Earnings, Ep. 218: Micron Technology Q4 2024 earnings essentials ($MU...

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Sep 26, 20246:35pending

Drill Down Earnings, Ep. 217: Adobe Q3 earnings essentials ($ADBE)

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Sep 12, 20245:36pending

Drill Down Earnings, Ep. 216: GameStop Q2 earnings essentials ($GME)

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Sep 10, 20244:52pending

Drill Down Earnings, Ep. 215: Oracle Q1 FY 2025 earnings essentials ($ORCL)

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Sep 9, 20246:48pending

Drill Down Earnings, Ep. 214: Broadcom Q3 earnings essentials ($AVGO)

The Drill Down

Sep 9, 20246:21pending

Drill Down Earnings, Ep. 213: Docusign Q2 earnings essentials ($DOCU)

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Sep 5, 20245:06pending

Drill Down Earnings, Ep. 212: Smartsheet Q2 earnings essentials ($SMAR)

The Drill Down

Sep 5, 20245:01pending

Drill Down Earnings, Ep. 211: C3.ai Q1 earnings essentials ($AI)

The Drill Down

Sep 5, 20246:45pending

Drill Down Earnings, Ep. 210: Hewlett Packard Enterprise Q3 earnings essentials...

The Drill Down

Sep 4, 20246:44pending

Drill Down Insider, Infleqtion CEO Mathew Kinsella and a look at the PRESENT an...

The Drill Down

Sep 4, 202416:28pending

Drill Down Earnings, Ep. 209: Zscaler Q4 earnings essentials ($ZS)

The Drill Down

Sep 4, 20245:37pending
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