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 Earnings, Ep. 159: Lattice Semiconductor Q2 earnings essentials ($LSC...
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Drill Down Earnings, Ep. 158: F5 Q3 earnings essentials ($FFIV)
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Drill Down Earnings, Ep. 157: ON Semiconductor Q2 earnings essentials ($ON)
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Drill Down Earnings, Ep. 156: Comfort Systems Q2 earnings essentials ($FIX)
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Drill Down Earnings, Ep. 155: Teradyne Q2 earnings essentials ($TER)
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Drill Down Earnings, Ep. 154 : KLA Q4 earnings essentials ($KLAC)
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Drill Down Earnings, Ep. 152: ServiceNow Q2 earnings essentials ($NOW)
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Drill Down Earnings, Ep. 153: IBM Q2 earnings essentials ($IBM)
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Drill Down Earnings, Ep. 151: Vertiv Q2 earnings essentials ($VRT)
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Drill Down Earnings, Ep. 150: Texas Instruments Q2 earnings essentials ($TXN)
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Drill Down Earnings, Ep. 149: Alphabet Q2 earnings essentials ($GOOG)
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Drill Down Earnings, Ep. 148: Tesla Q2 earnings essentials ($TSLA)
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Drill Down Earnings, Ep. 147: Spotify Q2 earnings essentials ($SPOT)
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Drill Down Earnings, Ep. 146: NXP Semiconductors Q1 earnings essentials ($NXPI)
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Drill Down Earnings, Ep. 145: SAP Q2 earnings essentials ($SAP)
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Drill Down Earnings, Ep. 144: Cadence Design Systems Q2 earnings essentials ($CD...
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Drill Down Earnings, Ep. 143: Netflix Q2 earnings essentials ($NFLX)
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Drill Down Earnings, Ep. 142: Nokia Q2 earnings essentials ($NOK)
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Drill Down Earnings, Ep. 141: Taiwan Semiconductor Manufacturing Q2 earnings ess...
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Drill Down Earnings, Ep. 140: ASML Q2 earnings essentials ($ASML)
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Drill Down Earnings, Ep. 139: Micron Technology Q3 earnings essentials ($MU)
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Drill Down Earnings, Ep. 138: Adobe Q2 earnings essentials ($ADBE)
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Drill Down Earnings, Ep. 137: Broadcom Q2 earnings essentials ($AVGO)
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Drill Down Earnings, Ep. 136: Oracle Q4 2024 earnings essentials ($ORCL)
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Ep. 249: Elastic CEO Ash Kulkarni, Crowdstrike, Lululemon and Hewlett Packard E...
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Drill Down Earnings, Ep. 135: Docusign Q1 earnings essentials ($DOCU)
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Drill Down Earnings, Ep. 134: Smartsheet Q1 earnings essentials ($SMAR)
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Drill Down Earnings, Ep. 133: Hewlett Packard Enterprise Q2 earnings essentials...
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Drill Down Earnings, Ep. 132: Crowdstrike Q1 earnings essentials ($CRWD)
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Drill Down Earnings, Ep. 131: Dell Q1 earnings essentials ($DELL)
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Drill Down Earnings, Ep. 130: Elastic Q4 earnings essentials ($ESTC)
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Drill Down Earnings, Ep. 129: Veeva Systems Q1 earnings essentials ($VEEV)
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Drill Down Earnings, Ep. 128: Mongodb Q1 earnings essentials ($MDB)
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Drill Down Earnings, Ep. 127: Zscaler Q3 earnings essentials ($ZS)
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Drill Down Earnings, Ep. 126: Marvell Technology Q1 earnings essentials ($MRVL)
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Drill Down Earnings, Ep. 125: Okta Q1 earnings essentials ($OKTA)
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Drill Down Earnings, Ep. 124: HP Q2 earnings essentials ($HPQ)
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Drill Down Earnings, Ep. 123: C3.ai Q4 earnings essentials ($AI)
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Drill Down Earnings, Ep. 122: Salesforce Q1 earnings essentials ($CRM)
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Drill Down Earnings, Ep. 121: Intuit Q2 earnings essentials ($INTU)
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Drill Down Earnings, Ep. 120: Workday Q1 2025 earnings essentials ($WDAY)
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Drill Down Earnings, Ep. 119: Snowflake Q1 2025 earnings essentials ($SNOW)
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Drill Down Earnings, Ep. 118: NVIDIA Q1 earnings essentials ($NVDA).
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Drill Down Earnings, Ep. 117: Synopsys Q2 earnings essentials ($SNPS)
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Drill Down Earnings, Ep. 116: Analog Devices Q2 earnings essentials ($ADI)
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Drill Down Earnings, Ep. 115: Zoom Video Communications Q1 earnings essentials (...
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Drill Down Earnings, Ep. 114: Palo Alto Networks Q3 earnings essentials ($PANW)
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Drill Down Earnings, Ep. 113: Applied Materials Q2 earnings essentials ($AMAT)
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Drill Down Earnings, Ep. 112: Cisco Systems Fiscal Q3 earnings essentials ($CSCO...
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Ep. 248: PegaSystems CEO Alan Trefler, Rivian Automotive, Arista Networks and A...
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