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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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 Insider, Elastic's CEO Ash Kulkarni on the Future of Enterprise Searc...
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Drill Down Earnings, Ep. 208: Elastic Q1 earnings essentials ($ESTC)
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Drill Down Earnings, Ep. 207: Autodesk Q2 earnings essentials ($ADSK)
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Drill Down Earnings, Ep. 206: Dell Q2 earnings essentials ($DELL)
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Drill Down Earnings, Ep. 205: Salesforce Q2 earnings essentials ($CRM)
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Drill Down Earnings, Ep. 204: Crowdstrike Q2 earnings essentials ($CRWD)
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Drill Down Earnings, Ep. 203: NVIDIA Q2 earnings essentials ($NVDA)
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Drill Down Earnings, Ep. 202: Box Q2 earnings essentials ($BOX)
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Drill Down Earnings, Ep. 201: Workday Q2 earnings essentials ($WDAY)
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Drill Down Earnings, Ep. 200: Zoom Q2 earnings essentials ($ZM)
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Drill Down Earnings, Ep. 199: Snowflake Q2 earnings essentials ($SNOW)
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Drill Down Earnings, Ep. 198: Synopsys Q3 earnings essentials ($SNPS)
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Drill Down Earnings, Ep. 197: Analog Devices Q3 earnings essentials ($ADI)
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Drill Down Earnings, Ep. 196: Palo Alto Networks Q4 earnings essentials ($PANW)
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Drill Down Earnings, Ep. 195: Coherent Q4 earnings essentials ($COHR)
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Drill Down Earnings, Ep. 194: Applied Materials Q3 earnings essentials ($AMAT)
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Drill Down Earnings, Ep. 193: Cisco Q4 earnings essentials ($CSCO)
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Drill Down Earnings, Ep. 192: Lumentum Q4 earnings essentials ($LITE)
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Drill Down Earnings, Ep. 189: Trade Desk Q2 earnings essentials ($TTD)
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Drill Down Earnings, Ep. 191: SoundHound AI Q2 earnings essentials ($SOUN)
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Drill Down Earnings, Ep. 190: Take Two Interactive Q1 2025 earnings essentials (...
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Drill Down Earnings, Ep. 188: Datadog Q2 earnings essentials ($DDOG)
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Drill Down Earnings, Ep. 187: Applovin Q2 earnings essentials ($APP)
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Drill Down Earnings, Ep. 186: IONQ Q2 earnings essentials ($IONQ)
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Drill Down Earnings, Ep. 185: HubSpot Q2 earnings essentials ($HUBS)
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Drill Down Earnings, Ep. 184: Shopify Q2 earnings essentials ($SHOP)
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Drill Down Earnings, Ep. 183: Rivian Automotive Q2 earnings essentials ($RIVN)
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Drill Down Earnings, Ep. 182: Super Micro Computer Q2 earnings essentials ($SMCI...
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Drill Down Earnings, Ep. 181: Fortinet Q2 earnings essentials ($FTNT)
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Drill Down Earnings, Ep. 180: Globalfoundries Q2 earnings essentials ($GFS)
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Drill Down Earnings, Ep. 179: Uber Technologies Q2 earnings essentials ($UBER)
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Drill Down Earnings, Ep. 178: Palantir Technologies Q2 earnings essentials ($PLT...
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Drill Down Earnings, Ep. 177: Lucid Group Q2 earnings essentials ($LCID)
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Drill Down Earnings, Ep. 176: Twilio Q2 earnings essentials ($TWLO)
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Drill Down Earnings, Ep. 175: Cloudflare Q2 earnings essentials ($NET)
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Drill Down Earnings, Ep. 174: Snap Q2 earnings essentials ($SNAP)
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Drill Down Earnings, Ep. 173: Amazon.com Q2 earnings essentials ($AMZN)
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Drill Down Earnings, Ep. 172: Intel Q2 earnings essentials ($INTC)
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Drill Down Earnings, Ep. 171: Apple Q2 earnings essentials ($AAPL)
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Drill Down Earnings, Ep. 170: Mobileye Global Q2 earnings essentials ($MBLY)
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Drill Down Earnings, Ep. 169: Lam Research Q4 earnings essentials ($LRCX)
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Drill Down Earnings, Ep. 168: Arm PLC Q2 earnings essentials ($ARM)
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Drill Down Earnings, Ep. 167: Meta Platforms Q2 earnings essentials ($META)
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Drill Down Earnings, Ep. 166: Qualcomm Q3 earnings essentials ($QCOM)
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Drill Down Earnings, Ep. 165: Western Digital Q2 earnings essentials ($WDC)
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Drill Down Earnings, Ep. 164: Microsoft Q4 earnings essentials ($MSFT)
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Drill Down Earnings, Ep. 163: AMD Q2 earnings essentials ($AMD)
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Drill Down Earnings, Ep. 162: Arista Networks Q2 earnings essentials ($ANET)
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Drill Down Earnings, Ep. 161: Gartner Q2 earnings essentials ($IT).
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Drill Down Earnings, Ep. 160: PayPal Q2 earnings essentials ($PYPL)
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