The Drill Down
The Drill Down is a daily podcast that examines the business fundamentals behind the biggest stock movers of the market day. Hosted by veteran financial journalist Cory Johnson, it features insightful interviews with CEOs and investors, along with in-depth research and analysis. The show aims to provide a clearer understanding of what is really happening at publicly traded companies. It is business news tailored for business professionals.
Episodes
Drill Down Insider #24: Vinci CEO Hardik Kabaria
Vinci, a three-year-old Palo Alto company whose software predicts heat and warping in chip designs, has raised $250 million at a $1.5 billion valuation from Advent, Temasek, Xora and AMD Ventures. CEO Hardik Kabaria explains how its physics model returns answers in minutes without training on customer data, who is paying for it and how it fits alongside tools from Cadence and Synopsys. He also say
Drill Down Insider #23: Synopsys (SNPS:NASDAQ) CFO Shelagh Glaser
Synopsys this week raised its long-term targets, signed a $1 billion-plus IP deal with Amazon and announced a revenue-sharing partnership with OpenAI. CFO Shelagh Glaser explains how the Ansys acquisition, Elliott’s activist stake and a shift to royalty-based IP change the company’s financial model. She also covers what has to go right for GAAP operating margin to roughly double next year.
#TheDr
Drill Down Ep. #256: QumulusAI (QMLS:NASDAQ) Building the Bottleneck Michael Maniscalco
Six weeks after listing directly on the Nasdaq, QumulusAI has signed more than $246 million in AI infrastructure contracts — while its cash cushion sits under $20 million against a widening quarterly loss. CEO Michael Maniscalco explains why he thinks power, not GPUs, is now the real constraint on AI infrastructure growth, and what’s actually financed versus promised in the company’s buildout.
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Drill Down Earnings, Ep. 480: Oracle Q1 earnings – ($ORCL) – A Deep Dive with Cory Johnson
The Drill Down: Oracle Q1 Earnings Analysis
💡 Beyond the numbers: Unpack Oracle ($ORCL) Q1 performance with co-CEOs Clay Magouyrk and Mike Sicilia. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
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Drill Down Earnings, Ep. 479: Zscaler Q4 earnings – ($ZS) – A Deep Dive with Cory Johnson
The Drill Down: Zscaler Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Zscaler ($ZS) Q4 performance with CEO Jay Chaudhry. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
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Drill Down Earnings, Ep. 477: Hewlett Packard Enterprise Q3 earnings – ($HPE) – A Deep Dive with Cory Johnson
The Drill Down: Hewlett Packard Enterprise Q3 Earnings Analysis
💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q3 performance with CEO Antonio Neri. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world
Drill Down Earnings, Ep. 478: Ciena Q3 earnings – ($CIEN) – A Deep Dive with Cory Johnson
The Drill Down: Ciena Q3 Earnings Analysis
💡 Beyond the numbers: Unpack Ciena ($CIEN) Q3 performance with CEO Gary Smith. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
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Drill Down Earnings, Ep. 476: Broadcom Q3 earnings – ($AVGO) – A Deep Dive with Cory Johnson
The Drill Down: Broadcom Q3 Earnings Analysis
💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q3 performance with CEO Hock Tan. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
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Drill Down Earnings, Ep. 475: Dell Technologies Q2 earnings – ($DELL) – A Deep Dive with Cory Johnson
The Drill Down: Dell Technologies Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Dell Technologies ($DELL) Q2 performance with CEO Michael Dell. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
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Drill Down Earnings, Ep. 474: Palo Alto Networks Q4 earnings – ($PANW) – A Deep Dive with Cory Johnson
The Drill Down: Palo Alto Networks Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q4 performance with CEO Nikesh Arora. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
Drill Down Earnings, Ep. 473: Marvell Technology Q2 earnings – ($MRVL) – A Deep Dive with Cory Johnson
The Drill Down: Marvell Technology Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Marvell Technology ($MRVL) Q2 performance with CEO Matt Murphy. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
Drill Down Earnings, Ep. 472: Elastic Q1 earnings – ($ESTC) – A Deep Dive with Cory Johnson
The Drill Down: Elastic Q1 Earnings Analysis
💡 Beyond the numbers: Unpack Elastic ($ESTC) Q1 performance with CEO Ashutosh Kulkarni. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episod
Drill Down Earnings, Ep. 471: Synopsys Q3 earnings – ($SNPS) – A Deep Dive with Cory Johnson
The Drill Down: Synopsys Q3 Earnings Analysis
💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q3 performance with CEO Sassine Ghazi. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
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Drill Down Earnings, Ep. 470: NVIDIA Q2 earnings – ($NVDA) – A Deep Dive with Cory Johnson
The Drill Down: NVIDIA Q2 Earnings Analysis
💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q2 performance with CEO Jensen Huang. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
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Drill Down Earnings, Ep. 469: Box Q2 earnings – ($BOX) – A Deep Dive with Cory Johnson
The Drill Down: Box Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Box ($BOX) Q2 performance with CEO Aaron Levie. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
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Drill Down Earnings, Ep. 468: Analog Devices Q3 earnings – ($ADI) – A Deep Dive with Cory Johnson
The Drill Down: Analog Devices Q3 Earnings Analysis
💡 Beyond the numbers: Unpack Analog Devices ($ADI) Q3 performance with CEO Vincent Roche. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
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Drill Down Earnings, Ep. 467: Fabrinet Q4 earnings – ($FN) – A Deep Dive with Cory Johnson
The Drill Down: Fabrinet Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Fabrinet ($FN) Q4 performance with CEO Seamus Grady. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
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Drill Down Earnings, Ep. 466: Applied Materials Q3 earnings – ($AMAT) – A Deep Dive with Cory Johnson
The Drill Down: Applied Materials Q3 Earnings Analysis
💡 Beyond the numbers: Unpack Applied Materials ($AMAT) Q3 performance with CEO Gary Dickerson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
Drill Down Earnings, Ep. 465: Cisco Systems Q4 earnings – ($CSCO) – A Deep Dive with Cory Johnson
The Drill Down: Cisco Systems Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Cisco Systems ($CSCO) Q4 performance with CEO Chuck Robbins. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
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Drill Down Earnings, Ep. 464: Coherent Q4 earnings – ($COHR) – A Deep Dive with Cory Johnson
The Drill Down: Coherent Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Coherent ($COHR) Q4 performance with CEO Jim Anderson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
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Drill Down Earnings, Ep. 463: CoreWeave Q2 earnings – ($CRWV) – A Deep Dive with Cory Johnson
The Drill Down: CoreWeave Q2 Earnings Analysis
💡 Beyond the numbers: Unpack CoreWeave ($CRWV) Q2 performance with CEO Mike Intrator. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episod
Drill Down Earnings, Ep. 462: Lumentum Q4 earnings – ($LITE) – A Deep Dive with Cory Johnson
The Drill Down: Lumentum Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Lumentum ($LITE) Q4 performance with CEO Michael Hurlston. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episo
Drill Down Earnings, Ep. 461: Applied Optoelectronics Q2 earnings – ($AAOI) – A Deep Dive with Cory Johnson
The Drill Down: Applied Optoelectronics Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q2 performance with CFO Stefan Murry. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of te
Drill Down Earnings, Ep. 460: Cloudflare Q2 earnings – ($NET) – A Deep Dive with Cory Johnson
The Drill Down: Cloudflare Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Cloudflare ($NET) Q2 performance with CEO Matthew Prince. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Epis
Drill Down Earnings, Ep. 459: HubSpot Q2 earnings – ($HUBS) – A Deep Dive with Cory Johnson
The Drill Down: HubSpot Q2 Earnings Analysis
💡 Beyond the numbers: Unpack HubSpot ($HUBS) Q2 performance with CEO Yamini Rangan. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
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Drill Down Earnings, Ep. 458: Advanced Micro Devices Q2 earnings – ($AMD) – A Deep Dive with Cory Johnson
The Drill Down: Advanced Micro Devices Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Advanced Micro Devices ($AMD) Q2 performance with CEO Lisa Su. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology
Drill Down Earnings, Ep. 457: Space Exploration Technologies Q2 earnings – ($SPCX) – A Deep Dive with Cory Johnson
The Drill Down: Space Exploration Technologies Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Space Exploration Technologies ($SPCX) Q2 performance with CEO Elon Musk. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the
Drill Down Earnings, Ep. 456: Palantir Technologies Q2 earnings – ($PLTR) – A Deep Dive with Cory Johnson
The Drill Down: Palantir Technologies Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Palantir Technologies ($PLTR) Q2 performance with CEO Alex Karp. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technolog
Drill Down Earnings, Ep. 454: Arm Q1 earnings – ($ARM) – A Deep Dive with Cory Johnson
The Drill Down: Arm Q1 Earnings Analysis
💡 Beyond the numbers: Unpack Arm ($ARM) Q1 performance with CEO Rene Haas. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
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Drill Down Earnings, Ep. 453: Corning Q2 earnings – ($GLW) – A Deep Dive with Cory Johnson
The Drill Down: Corning Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Corning ($GLW) Q2 performance with CEO Wendell Weeks. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
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Drill Down Earnings, Ep. 452: KLA Q4 earnings – ($KLAC) – A Deep Dive with Cory Johnson
The Drill Down: KLA Q4 Earnings Analysis
💡 Beyond the numbers: Unpack KLA ($KLAC) Q4 performance with CEO Rick Wallace. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
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Drill Down Earnings, Ep. 451: Navitas Semiconductor Q2 earnings – ($NVTS) – A Deep Dive with Cory Johnson
The Drill Down: Navitas Semiconductor Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Navitas Semiconductor ($NVTS) Q2 performance with CEO Chris Allexandre. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of te
Drill Down Earnings, Ep. 450: Cadence Design Systems Q2 earnings – ($CDNS) – A Deep Dive with Cory Johnson
The Drill Down: Cadence Design Systems Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q2 performance with CEO Anirudh Devgan. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of te
Drill Down Ep. #255: Momentus Space (MNTS:NASDAQ) CEO John Rood
A space company that faced SEC enforcement action and founder departure in 2021 is now flying national security payloads for DARPA and promising $10 million in space-related revenue in 2026. In this episode, CEO John Rood walks us through the leadership transition, the Pentagon partnerships driving expansion and why reusable in-orbit logistics could be the fastest-growing defense market.
Learn
Drill Down Earnings, Ep. 449: Comfort Systems USA Q2 earnings – ($FIX) – A Deep Dive with Cory Johnson
The Drill Down: Comfort Systems USA Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Comfort Systems USA ($FIX) Q2 performance with CEO Brian Lane. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
Drill Down Earnings, Ep. 448: Intel Q2 earnings – ($INTC) – A Deep Dive with Cory Johnson
The Drill Down: Intel Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Intel ($INTC) Q2 performance with CEO Lip-Bu Tan. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
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Drill Down Earnings, Ep. 447: Texas Instruments Q2 earnings – ($TXN) – A Deep Dive with Cory Johnson
The Drill Down: Texas Instruments Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Texas Instruments ($TXN) Q2 performance with CEO Haviv Ilan. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
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Drill Down Earnings, Ep. 446: ServiceNow Q2 earnings – ($NOW) – A Deep Dive with Cory Johnson
The Drill Down: ServiceNow Q2 Earnings Analysis
💡 Beyond the numbers: Unpack ServiceNow ($NOW) Q2 performance with CEO Bill McDermott. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Epis
Drill Down Earnings, Ep. 445: Oracle Q4 earnings – ($ORCL) – A Deep Dive with Cory Johnson
The Drill Down: Oracle Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Oracle ($ORCL) Q4 performance – from Oracle Park during a “business man’s special” with CEO Clay Magouyrk. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlighte
Drill Down Earnings, Ep. 444: Palo Alto Networks Q3 Fiscal Year 2026 earnings – ($PANW) – A Deep Dive with Cory Johnson
The Drill Down: Palo Alto Networks Q3 Fiscal Year 2026 Earnings Analysis
💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q3 Fiscal Year 2026 performance with CEO Nikesh Arora. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enli
Drill Down Earnings, Ep. 443: Elastic Fiscal Q4 2026 earnings – ($ESTC) – A Deep Dive with Cory Johnson
The Drill Down: Elastic Fiscal Q4 2026 Earnings Analysis
💡 Beyond the numbers: Unpack Elastic ($ESTC) Fiscal Q4 2026 performance with CEO Ash Kulkarni. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technolog
Drill Down Earnings, Ep. 442: Synopsys Q2 2026 earnings – ($SNPS) – A Deep Dive with Cory Johnson
The Drill Down: Synopsys Q2 2026 Earnings Analysis
💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q2 2026 performance with CEO Sassine Ghazi. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
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Drill Down Earnings, Ep. 441: Zscaler Fiscal Q3 2026 earnings – ($ZS) – A Deep Dive with Cory Johnson
The Drill Down: Zscaler Fiscal Q3 2026 Earnings Analysis
💡 Beyond the numbers: Unpack Zscaler ($ZS) Fiscal Q3 2026 performance with CEO Jay Chaudhry. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
Drill Down Earnings, Ep. 440: Workday Q1 earnings – ($WDAY) – A Deep Dive with Cory Johnson
The Drill Down: Workday Q1 Earnings Analysis
💡 Beyond the numbers: Unpack Workday ($WDAY) Q1 performance with CEO Aneel Bhusri. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
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Drill Down Ep. #254: Innventure (INV:NASDAQ) CEO Bill Haskell
Innventure booked more than $50 million in orders during the first quarter of 2026 while reporting $1.4 million in revenue and a going-concern warning in the same SEC filing. CEO Bill Haskell explains how the company's three-subsidiary model — Accelsius in AI data center cooling, AeroFlexx in sustainable packaging, and Refinity in chemical plastic recycling — is supposed to reach consolidated cash
Drill Down Earnings, Ep. 439: NVIDIA Q1 earnings – ($NVDA) – A Deep Dive with Cory Johnson
The Drill Down: NVIDIA Q1 Earnings Analysis
💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q1 performance with CEO Jensen Huang. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
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Drill Down Earnings, Ep. 438: ASML Q1 2027 earnings – ($ASML) – A Deep Dive with Cory Johnson
The Drill Down: ASML Q1 2027 Earnings Analysis
💡 Beyond the numbers: Unpack ASML ($ASML) Q1 2027 performance with CEO Christophe Forquet. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
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Drill Down, Ep. #253: Xanadu Quantum Technologies (CLUM:NASDAQ) CEO Christian Weedbrook
Xanadu is heading toward the public markets with a SPAC transaction that could deliver roughly $500 million in gross proceeds, putting fresh scrutiny on whether photonic quantum computing can move beyond being a science project. CEO Christian Weedbrook lays out why Xanadu believes networking quantum systems across server racks changes the scaling equation, and where optical loss and error correcti
Drill Down Insider Ep. #22: Freepik CEO Joaquin Cuenca
Freepik serves more than 500 million people every month without trading on a single stock exchange — a scale that rivals publicly-listed creative platforms while staying almost entirely off Wall Street's radar. This conversation examines how Joaquin Cuenca turned a bootstrapped image library into an AI content company, navigated the intellectual property crisis that damaged his competitors, and no
Drill Down Earnings, Ep. 437: Rubrik Q4 earnings – ($RBRK) – A Deep Dive with Cory Johnson
The Drill Down: Rubrik Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Rubrik ($RBRK) Q4 performance with CEO Bipul Sinha. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
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Drill Down Earnings, Ep. 436: Oracle Q3 FY 2026 earnings – ($ORCL) – A Deep Dive with Cory Johnson
The Drill Down: Oracle Q3 FY 2026 Earnings Analysis
💡 Beyond the numbers: Unpack Oracle ($ORCL) Q3 FY 2026 performance with CEO founder and CTO Larry Ellison. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of tec
Drill Down Ep. #252: Cisco Systems (CSCO:NASDAQ) Jeetu Patel
Cisco is trying to turn itself from a federation of acquisitions into a single integrated platform built for the AI era. Jeetu Patel explains how that shift is changing the way Cisco builds products, why engineers now write specifications while AI writes code, and how the company expects AI infrastructure to reshape networking, security, and observability.
#TheDrillDown #Cisco #JeetuPatel #CSCO #
Drill Down Ep. #251: Zscaler (ZS:NYSE) CEO Jay Chaudhry
Zscaler says AI agents will behave like identities, only faster and harder to contain. Jay Chaudhry explains why that pushes security from seats to traffic, from users to agent-to-agent workflows and why pricing is shifting toward tokens.
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Drill Down Earnings, Ep. 434: Zscaler FY 2026 Q2 earnings – ($ZS) – A Deep Dive with Cory Johnson
The Drill Down: Zscaler FY 2026 Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Zscaler ($ZS) FY 2026 Q2 performance with CEO Jay Chaudhry. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
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Drill Down Earnings, Ep. 433: Elastic FY 2026 Q3 earnings – ($ESTC) – A Deep Dive with Cory Johnson
The Drill Down: Elastic FY 2026 Q3 Earnings Analysis
💡 Beyond the numbers: Unpack Elastic ($ESTC) FY 2026 Q3 performance with CEO Ash Kulkarni. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
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Drill Down Earnings, Ep. 432: Synopsys Q1 2026 earnings – ($SNPS) – A Deep Dive with Cory Johnson
The Drill Down: Synopsys Q1 2026 Earnings Analysis
💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q1 2026 performance with CEO Sassine Ghazi. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
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Drill Down Earnings, Ep. 431: NVDIA Q4 earnings – ($NVDA) – A Deep Dive with Cory Johnson
The Drill Down: NVDIA Q4 Earnings Analysis
💡 Beyond the numbers: Unpack NVDIA ($NVDA) Q4 performance with CEO Jensen Huang. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll
Drill Down Earnings, Ep. 430: Workday Q4 earnings – ($WDAY) – A Deep Dive with Cory Johnson
The Drill Down: Workday Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Workday ($WDAY) Q4 performance with CEO Aneel Bhusri. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, Yo
Drill Down Earnings, Ep. 429: Navitas Semiconductor Q4 earnings – ($NVTS) – A Deep Dive with Cory Johnson
The Drill Down: Navitas Semiconductor Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Navitas Semiconductor ($NVTS) Q4 performance with CEO Chris Allexandre. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of te
Drill Down Earnings, Ep. 428: Comfort Systems USA Q4 earnings – ($FIX) – A Deep Dive with Cory Johnson
The Drill Down: Comfort Systems USA Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Comfort Systems USA ($FIX) Q4 performance with CEO Brian Lane. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
Drill Down Earnings, Ep. 427: Coherent Q4 earnings – ($COHR) – A Deep Dive with Cory Johnson
The Drill Down: Coherent Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Coherent ($COHR) Q4 performance with CEO Jim Anderson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode,
Drill Down Earnings, Ep. 426: Lumen Technologies Q4 earnings – ($LUMN) – A Deep Dive with Cory Johnson
The Drill Down: Lumen Technologies Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Lumen Technologies ($LUMN) Q4 performance with CEO Kate Johnson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
Drill Down Earnings, Ep. 425: Fabrinet Q4 earnings – ($FN) – A Deep Dive with Cory Johnson
The Drill Down: Fabrinet Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Fabrinet ($FN) Q4 performance with CEO Seamus Grady. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, Yo
Drill Down Earnings, Ep. 424: Palantir Technologies Q4 earnings – ($PLTR) – A Deep Dive with Cory Johnson
The Drill Down: Palantir Technologies Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Palantir Technologies ($PLTR) Q4 performance with CEO Alex Karp. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technolog
Drill Down Earnings, Ep. 423: IBM Q4 earnings – ($IBM) – A Deep Dive with Cory Johnson
The Drill Down: IBM Q4 Earnings Analysis
💡 Beyond the numbers: Unpack IBM ($IBM) Q4 performance with CFO Jim Kavenaugh. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Dis
Drill Down Earnings, Ep. 422: Tesla Q4 earnings – ($TSLA) – A Deep Dive with Cory Johnson
The Drill Down: Tesla Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Tesla ($TSLA) Q4 performance with CEO Elon Musk. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Di
Drill Down Earnings, Ep. 421: Corning Q4 earnings – ($GLW) – A Deep Dive with Cory Johnson
The Drill Down: Corning Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Corning ($GLW) Q4 performance with CEO Wendell Weeks. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, Yo
Drill Down Earnings, Ep. 420: F5 Q4 earnings – ($FFIV) – A Deep Dive with Cory Johnson
The Drill Down: F5 Q4 Earnings Analysis
💡 Beyond the numbers: Unpack F5 ($FFIV) Q4 performance with CEO François Locoh-Donou. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'
Drill Down Earnings, Ep. 419: Texas Instruments Q4 earnings – ($TXN) – A Deep Dive with Cory Johnson
The Drill Down: Texas Instruments Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Texas Instruments ($TXN) Q4 performance with CEO Haviv Ilan. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In
Drill Down Earnings, Ep. 418: Intel Q4 earnings – ($INTC) – A Deep Dive with Cory Johnson
The Drill Down: Intel Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Intel ($INTC) Q4 performance with CEO Lip-Bu Tan. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll D
Drill Down Earnings, Ep. 417: Taiwan Semiconductor Q4 earnings – ($TSM) – A Deep Dive with Cory Johnson
The Drill Down: Taiwan Semiconductor Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Taiwan Semiconductor ($TSM) Q4 performance with CEO C.C. Wei. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technolog
The Drill Down Ep. #240: Refining Data: Veritone’s aiWARE Story
Veritone says it can convert massive media archives into AI-ready training datasets and claims a near-term bookings pipeline of ~$40 million. CEO Ryan Steelberg explains how the aiWARE platform and Data Refinery service change the growth equation — and why investors should watch the economics, scale and customer mix of this little-known AI play.
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Drill Down Earnings, Ep. 416: Micron Technology Q1 earnings – ($MU) – A Deep Dive with Cory Johnson
The Drill Down: Micron Technology Q1 Earnings Analysis
💡 Beyond the numbers: Unpack Micron Technology ($MU) Q1 performance with CEO Sanjay Mehrotra. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
Drill Down Earnings, Ep. 415: Ciena Q4 earnings – ($CIEN) – A Deep Dive with Cory Johnson
The Drill Down: Ciena Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Ciena ($CIEN) Q4 performance with CEO Gary Smith. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll D
Drill Down Earnings, Ep. 414: Synopsys Q4 earnings – ($SNPS) – A Deep Dive with Cory Johnson
The Drill Down: Synopsys Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q4 performance with CEO Sassine Ghazi. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world.
🔍 In This E
Drill Down Earnings, Ep. 413: Oracle Q2 earnings – ($ORCL) – A Deep Dive with Cory Johnson
The Drill Down: Oracle Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Oracle ($ORCL) Q2 performance with CEO founder & CTO Larry Ellison. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In Thi
Drill Down Ep. #249: NiCE (NICE:NYSE) CEO Scott
NICE is spending close to a billion dollars to push AI deeper into customer service and fraud prevention. CEO Scott Russell lays out why the company paid that premium, how the new platform fits into CX and Actimize, and what it means for profitability and partner dependencies.
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#NICE $NICE
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#CXone
#CustomerExperience
#CCaaS
#AI
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#AgenticAI
#TechLead
Drill Down Earnings, Ep. 412: Elastic Q2 earnings – ($ESTC) – A Deep Dive with Cory Johnson
The Drill Down: Elastic Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Elastic ($ESTC) Q2 performance with CEO Ash Kulkarni. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world.
🔍 In This Episode
Drill Down Earnings, Ep. 411: Palo Alto Networks Q1 earnings – ($PANW) – A Deep Dive with Cory Johnson
The Drill Down: Palo Alto Networks Q1 Earnings Analysis
💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q1 performance with CEO Nikesh Arora. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business wor
Drill Down Earnings, Ep. 409: Cisco Systems Q1 2026 earnings – ($CSCO) – A Deep Dive with Cory Johnson
The Drill Down: Cisco Systems Q1 2026 Earnings Analysis
💡 Beyond the numbers: Unpack Cisco Systems ($CSCO) Q1 2026 performance with CEO Chuck Robbins. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business wo
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