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The Drill Down

The Drill Down

By: Cory Johnson
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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.Copyright 2021 All rights reserved. Economics Personal Finance Politics & Government
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Episodes
  • Drill Down Earnings, Ep. 336: Applied Materials Q2 Fiscal Year 2025 earnings analysis – what you need to know ($AMAT)
    May 16 2025
    🎙️ The Drill Down: Applied Materials Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Applied Materials ($AMAT) Q2 Fiscal Year 2025 performance with CEO Gary Dickerson. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Applied Materials leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AMAT @Applied Materials #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
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    6 mins
  • Drill Down Earnings, Ep. 335: Cloudflare Q1 earnings analysis – what you need to know ($NET)
    May 9 2025
    🎙️ The Drill Down: Cloudflare Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cloudflare ($NET) Q1 performance with CEO Matthew Prince. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cloudflare leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #NET @Cloudflare #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
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    6 mins
  • Drill Down Earnings, Ep. 334: Applied Optoelectronics Q1 earnings analysis – what you need to know ($AAOI)
    May 9 2025
    🎙️ The Drill Down: Applied Optoelectronics Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q1 performance with CEO "Thompson" Lin. 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. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Applied Optoelectronics leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research 🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok! 📺 Full episode: https://www.youtube.com/@DrillDownPod 🐦 Follow Cory: https://x.com/corytv #AAOI @Applied Optoelectronics #SemiconductorStocks #TechInvesting #StockMarketAnalysis #InvestorInsights #EarningsGuide #CloudComputing #DataCenter #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Software #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
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    7 mins

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