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. 111: SoundHound Q1 earnings essentials ($SOUN)
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Drill Down Earnings, Ep. 110: ARM Holdings The end of their fiscal year Q4 2024...
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Drill Down Earnings, Ep. 109: Shopify Q1 earnings essentials ($SHOP)
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Drill Down Earnings, Ep. 108: Uber Q1 earnings essentials ($UBER)
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Drill Down Earnings, Ep. 107: Twillio Q1 earnings essentials ($TWLO)
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Drill Down Earnings, Ep. 105: Rivian Q1 earnings essentials ($RIVN)
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Drill Down Earnings, Ep. 106: Arista Networks Q1 earnings essentials ($ANET)
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Drill Down Earnings, Ep. 104: Datadog Q1 earnings essentials ($DDOG)
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Coherent Q3 earnings essentials ($COHR). Drill Down Earnings, Ep. 103
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Drill Down Earnings, Ep. 102: Microchip Q4 earnings essentials ($MCHP)
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Drill Down Earnings, Ep. 101: Lucid Group Q1 earnings essentials ($LCID)
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Drill Down Earnings, Ep. 100: Lumentum Q3 earnings essentials ($LITE)
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Drill Down Earnings, Ep. 99: Apple Q1 earnings essentials ($AAPL)
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Drill Down Earnings, Ep. 98: Cloudflare Q1 earnings essentials ($NET)
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Drill Down Earnings, Ep. 97: Block Q1 earnings essentials ($SQ)
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Drill Down Earnings, Ep. 96: Fortinet Q1 earnings essentials ($FTNT)
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Drill Down Earnings, Ep. 95: Paycom Q1 earnings essentials ($PAYC)
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Drill Down Earnings, Ep. 94: Informatica Q1 earnings essentials ($INFA)
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Drill Down Earnings, Ep. 93: A quick look at Qualcomm ($QCOM) and its Q2 earning...
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Drill Down Earnings, Ep. 92: A quick look at Amazon.com ($AMZN) and its Q1 earni...
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Drill Down Earnings, Ep. 91: A quick look at Supermicro ($SMCI) and its Fiscal Q...
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Drill Down Earnings, Ep. 90: A quick look at AMD ($AMD) and its Q1 earnings repo...
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Drill Down Earnings, Ep. 89: A quick look at PayPal ($PYPL) and its Q1 earnings...
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Drill Down Earnings, Ep. 88: A quick look at NXP Semiconductor ($NXPI) and its Q...
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Drill Down Earnings, Ep. 87: A quick look at Chegg ($CHGG) and its Q1 earnings r...
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Drill Down Earnings, Ep. 86: A quick look at Lattice Semiconductor ($LSCC) and i...
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Drill Down Earnings, Ep. 85: A quick look at ON Semiconductor ($ON) and its Q1 e...
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Drill Down Earnings, Ep. 84: A quick look at Atlassian ($TEAM) and its Q3 2024...
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Drill Down Earnings, Ep. 83: A quick look at Snap ($SNAP) and its Q1 earnings re...
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Drill Down Earnings, Ep. 82: A quick look at Alphabet ($TICKERTK) and its Q1 ear...
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Drill Down Earnings, Ep. 81: A quick look at Microsoft ($MSFT) and its Q1 earnin...
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Drill Down Earnings, Ep. 80: A quick look at Intel ($INTC) and its Q1 earnings r...
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Drill Down Earnings, Ep. 79: A quick look at Teradyne ($TER) and its Q1 earnings...
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Drill Down Earnings, Ep. 78: A quick look at ServiceNow ($NOW) and its Q1 earnin...
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Drill Down Earnings, Ep. 77: A quick look at Meta ($META) and its Q1 earnings re...
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Drill Down Earnings, Ep. 76: A quick look at IBM ($IBM) and its Q1 earnings repo...
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Drill Down Earnings, Ep. 75: A quick look at Vertiv ($VRT) and its Q1 earnings r...
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Drill Down Earnings, Ep. 74: A quick look at Tesla ($TSLA) and its Q1 earnings r...
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Drill Down Earnings, Ep. 72: A quick look at Texas Instruments ($TXN) and its Q1...
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Drill Down Earnings, Ep. 73: A quick look at Vicor ($VICR) and its Q1 earnings r...
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Drill Down Earnings, Ep. 71: A quick look at Spotify ($SPOT) and its Q1 earnings...
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Cadence Design's Q1 Earnings: What You Need to Know - Drill Down Earnings 71
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Ep. 247: nCino CEO Pierre Naudé, ASML, Taiwan Semiconductor Manufacturing and N...
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Netflix Q1 earnings: Revenge of the Mooch! - Drill Down Earnings 70
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Taiwan Semiconductor Q1: Where are the Smartphone sales? - Drill Down Earnings 6...
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ASML Q1 Earnings: China Dominates Sales, Rest of World Falters - Drill Down Earn...
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Ep. 246: Braze CEO Bill Magnuson, Global Life, Apartment Income REIT and Lovesac
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Ep. 245: Upwork CEO Hayden Brown, Take Two Software, Fabrinet and Trump Media &...
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Ep. 244: Kyverna Theraputics CEO Peter Maag, Micron Technology, nCino and Pager...
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Drill Down Earnings, Ep. 67: A quick look at Micron Technology ($MU) and its fis...
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