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The Drill Down

Cory Johnson
Qualcomm
China
Amazon
NVIDIA
Automotive Sector
Earnings Report
Microsoft
Apple
Futurum Group
Electric Vehicles
On Semiconductor
Paypal
Arista Networks
Smartphones
Iot (internet Of Things)
Arm PLC
Mobileye
Automotive Industry
F5 Networks
Gartner

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 ... more

PublishesDailyEpisodes652Founded4 years ago
Number of ListenersCategories
BusinessInvestingNewsBusiness News

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Artwork for The Drill Down

Latest Episodes

The Drill Down: Micron Technology Q2 Earnings Analysis

💡 Beyond the numbers: Unpack Micron Technology ($MU) Q2 performance with CEO Sanjay Mehrotra. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief marke... more

The Drill Down: Rubrik Q2 Earnings Analysis

💡 Beyond the numbers: Unpack Rubrik ($RBRK) Q2 performance with CEO Bipul Sinha. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnso... more

The Drill Down: Oracle Q1 2026 Earnings Analysis

💡 Beyond the numbers: Unpack Oracle ($ORCL) Q1 2026 performance with CEO chief technology officer and founder Larry Ellison. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capit... more

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 Johns... more

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Recent Guests

Marc Benioff
CEO of Salesforce
Salesforce
Episode: Drill Down Earnings, Ep. 386: Salesforce Q2 earnings – ($CRM) Beyond the Numbers – A Deep Dive with Cory Johnson
Jay Chaudhry
CEO of Zscaler
Zscaler
Episode: Drill Down Earnings, Ep. 384: Zscaler FY 2025 Q4 earnings – ($ZS) Beyond the Numbers – A Deep Dive with Cory Johnson
Laurent Simoneau
CEO of Coveo
Coveo
Episode: Drill Down Insider Ep. #21: Coveo CEO Laurent Simoneau
Kyle Brown
CEO of Trinity Capital, a business development company focusing on high-growth startups and emerging companies
Trinity Capital
Episode: Ep. #248: Trinity Capital (TRIN:NASDAQ) CEO Kyle Brown
Lisa Su
CEO of Advanced Micro Devices
Advanced Micro Devices
Episode: Drill Down Earnings, Ep. 372: Advanced Micro Devices Q2 earnings – ($AMD) Beyond the Numbers – A Deep Dive with Cory Johnson
Andy Jassy
CEO of Amazon
Amazon
Episode: Drill Down Earnings, Ep. 369: Amazon.com Q2 earnings – ($AMZN) Beyond the Numbers – A Deep Dive with Cory Johnson
Anirudh Devgan
CEO of Cadence Design Systems
Cadence Design Systems
Episode: Drill Down Earnings, Ep. 367: Cadence Design Systems Q2 earnings – ($CDNS) Beyond the Numbers – A Deep Dive with Cory Johnson
Bipul Sinha
CEO of Rubrik
Rubrik
Episode: Drill Down Earnings, Ep. 352: Rubrik Q1 earnings analysis – what you need to know ($RBRK)
Dev Ittycheria
CEO of Mongodb
Mongodb
Episode: Drill Down Earnings, Ep. 351: Mongodb Q1 earnings analysis – what you need to know ($MDB)

Host

Cory Johnson
Chief Market Strategist, formerly at Bloomberg, providing insights into market trends and company performance through interviews and analysis.

Reviews

4.9 out of 5 stars from 44 ratings
  • Softball Ceo Interviews

    Rarely asks anything tough or useful about the company to CEOs etc when interviewed. I wonder if the companies pay to be on the show. Like infomercials...

    Apple Podcasts
    1
    💩💩🏰
    Canada2 years ago
  • Let your guests talk

    This guy loves to hear himself talk.

    Apple Podcasts
    5
    erivas6
    United States2 years ago
  • Every day this podcast unpacks four publicly traded business in a pithy, entertaining way. This isn't old fashioned "stock market" news. It isn't "Buy, buy, buy, sell, sell, sell." It's informative and to the point, full of actual interviews with CEOs just so you know that this is accurate and relevant. It's business news for business people!

    Audible
    5
    CJ
    United States4 years ago
  • The Business News behind stocks on the move

    Every day this podcast unpacks four publicly traded business in a pithy, entertaining way. This isn't old fashioned "stock market" news. It isn't "Buy, buy, buy, sell, sell, sell." It's informative and to the point, full of actual interviews with CEOs just so you know that this is accurate and relevant. It's business news for business people!

    Audible
    5
    CJ
    United States4 years ago
  • Amazing and informative

    Love Cory and his work!

    Apple Podcasts
    5
    Gpveronese
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some critiques mention a desire for tougher questioning from the host during interviews with CEOs.
Many praise the engaging interviewing style and the clarity of the financial discussions.
Listeners appreciate the insightful analysis and deep dives into company performance and market trends.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Ep. #248: Trinity Capital (TRIN:NASDAQ) CEO Kyle Brown
Q: What kind of businesses are you looking for and how do you source those deals?
We primarily invest in the lower middle market and focus on companies with a long cash runway and supportive institutional investors.
Ep. #248: Trinity Capital (TRIN:NASDAQ) CEO Kyle Brown
Q: How do you describe Trinity?
Trinity Capital is an internally managed business development company, focusing on lending to high-growth startups and emerging companies.
The Drill Down Insider, with Elastic's Ash Kulkarni
Q: What is the role of Elastic in 2025 in IT systems for the government?
Elastic works extensively with various government agencies, including public sectors and defense, incorporating AI to enhance efficiency and public service offerings.
The Drill Down Insider, with Elastic's Bill Wright
Q: How does the current interest in AI affect conversations with lawmakers?
The interest in AI has piqued lawmakers' imaginations, prompting discussions on how it can improve constituent services and infrastructure protection.
The Drill Down Insider, with Elastic's Bill Wright
Q: What are the unique challenges that government faces in adopting technology?
Government faces unique challenges such as slow budgeting cycles and reliance on legacy systems, which impede the adoption of new technology.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Frequently Asked Questions About The Drill Down

What is The Drill Down about and what kind of topics does it cover?

A daily podcast that focuses on the business fundamentals of significant stock market movers, featuring in-depth analysis, insightful interviews, and meaningful research. The content is particularly geared towards understanding the inner workings of publicly traded companies and their performance. With a veteran financial journalist as the host, the series aims to equip listeners with knowledge that helps demystify market behavior and trends, making it an ideal resource for business professionals, investors, and anyone interested in the financial landscape.

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How many listeners does The Drill Down get?

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Which podcasts are similar to The Drill Down?

These podcasts share a similar audience with The Drill Down:

1. Yet Another Value Podcast
2. Chit Chat Stocks
3. a16z Podcast
4. BG2Pod with Brad Gerstner and Bill Gurley
5. Value Investing with Legends

How many episodes of The Drill Down are there?

The Drill Down launched 4 years ago and published 652 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Drill Down?

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What guests have appeared on The Drill Down?

Recent guests on The Drill Down include:

1. Marc Benioff
2. Jay Chaudhry
3. Laurent Simoneau
4. Kyle Brown
5. Lisa Su
6. Andy Jassy
7. Anirudh Devgan
8. Bipul Sinha

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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