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The Drill Down

Cory Johnson
Artificial Intelligence
Nvidia
Elastic
Cybersecurity
Data Centers
Synopsys
Oracle
Zscaler
China
Palo Alto Networks
Generative AI
Workday
Rubrik
Palantir Technologies
Applied Optoelectronics
Data Center
Fabrinet
Revenue Growth
Coherent
Micron Technology

The Drill Down is focused on the business stories of stocks on the move, 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.

PublishesDailyEpisodes759Founded6 years ago
Number of ListenersCategories
InvestingBusinessBusiness NewsNews

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Latest Episodes

The Drill Down: Coherent Q1 Earnings Analysis

💡 Beyond the numbers: Unpack Coherent ($COHR) Q1 performance with CEO Jim Anderson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory J... more

Oracle’s AI Stack: Securing Data, Agents, and Apps. At Oracle AI World, Cory Johnson speaks with Arpan Shah, Oracle’s SVP of Product Marketing, about what it takes to move AI applications from promising pilots into enterprise use. They discuss why ap... more

Oracle Senior Vice President of Product Management, Nathan Thomas joins Cory Johnson from the Oracle AI World conference in Las Vegas. Thomas tells Cory why he believes an open, integrated multicloud strategy is the way of the future. He explains the... more

The Drill Down: Intel Q3 Earnings Analysis

💡 Beyond the numbers: Unpack Intel ($INTC) Q3 performance with CFO Dave Zinsner. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson... more

Key Facts

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Recent Guests

Nathan Thomas
Oracle Senior Vice President of Product Management
Oracle
Episode: Drill Down Insider #27, Nathan Thomas, Oracle SVP of Product Management
Phil Mottram
HPE Chief Sales Officer
HPE
Episode: Drill Down Insider, #25, Phil Mottram HPE Chief Sales Officer
Sylvia Hooks
HPE Vice President of Products and Solutions Marketing
HPE
Episode: Drill Down Insider, #26, Sylvia Hooks HPE Vice President, Products & Solutions Marketing
Dan Kramer
CEO of Equiniti
Equiniti
Episode: Drill Down Ep. #257: Equiniti (BLSH:NYSE) The Official Record Dan Kramer
Hardik Kabaria
CEO of Vinci
Vinci
Episode: Drill Down Insider #24: Vinci CEO Hardik Kabaria
Shelagh Glaser
CFO of Synopsys
Synopsys
Episode: Drill Down Insider #23: Synopsys (SNPS:NASDAQ) CFO Shelagh Glaser
Michael Maniscalco
CEO of QumulusAI
QumulusAI
Episode: Drill Down Ep. #256: QumulusAI (QMLS:NASDAQ) Building the Bottleneck Michael Maniscalco
Jay Chaudhry
CEO of Zscaler
Zscaler
Episode: Drill Down Earnings, Ep. 479: Zscaler Q4 earnings – ($ZS) – A Deep Dive with Cory Johnson
Antonio Neri
CEO of Hewlett Packard Enterprise
Hewlett Packard Enterprise
Episode: Drill Down Earnings, Ep. 477: Hewlett Packard Enterprise Q3 earnings – ($HPE) – A Deep Dive with Cory Johnson

Host

Cory Johnson
Host of Drill Down earnings and The Drill Down, veteran financial journalist providing daily stock-focused analysis.

Reviews

4.9 out of 5 stars from 50 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
    💩💩🏰
    Canada3 years ago
  • Let your guests talk

    This guy loves to hear himself talk.

    Apple Podcasts
    5
    erivas6
    United States3 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 States5 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 States5 years ago
  • Amazing and informative

    Love Cory and his work!

    Apple Podcasts
    5
    Gpveronese
    United States5 years ago

Listeners Say

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

Listeners feel the host asks tough, useful questions about companies and markets.
Episodes are described as informative and easy to understand even when covering complex financial topics.
Audience comments praise the depth of analysis and the host's ability to connect earnings to real-world implications.
Guest experiences highlight the show's focus on practical insights and market relevance.

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Talking Points

Recent interactions between the hosts and their guests.

Drill Down Insider, #25, Phil Mottram HPE Chief Sales Officer
Q: Talk to me about how you're seeing that flow through your business and what you do.
Mottram says security concerns are driving customers to protect sensitive data and upgrade infrastructure. HPE supplies compute, storage and networking, and works with customers on practical upgrades within budget constraints.
Drill Down Insider, #25, Phil Mottram HPE Chief Sales Officer
Q: What's different in an AI data center than what we saw in data centers six or seven years ago?
Mottram says AI data centers involve greater investment and put more emphasis on speed. He also sees more companies building AI models in their own data centers to control costs and protect data.
Drill Down Insider, #26, Sylvia Hooks HPE Vice President, Products & Solutions Marketing
Q: Talk to me about what's changed there in terms of be as specific as you want, and what's changing in networks and how AI is changing networking demands.
Hooks points to the need for fast data-center networks so GPUs are not left idle waiting for data, and to changing traffic patterns as AI agents and inference generate activity across corporate networks at new times and from different locations.
Drill Down Insider, #26, Sylvia Hooks HPE Vice President, Products & Solutions Marketing
Q: Talk to me about the differing approaches, and why keep them separate?
Hooks says HPE is not keeping Aruba and Mist separate. The company is bringing Mist's ease of use and automation into Aruba while preserving Aruba's depth of information and intelligent recommendations for existing customers.
Drill Down Insider #27, Nathan Thomas, Oracle SVP of Product Management
Q: What are you seeing from your end and what are you trying to make possible?
Thomas says customers want model routing for cost control and availability. OCI Enterprise AI enables applications to call token-based AI models or run imported open-weight models natively in OCI.

Audience Metrics

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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 fast-paced daily show delivering focused analyses of the biggest stock movers, with deep dives into quarterly results, business models, and market catalysts. The host mixes earnings breakdowns, strategic context, and management commentary to help listeners separate fundamentals from hype. Guests frequently include CEOs and executives offering insider perspectives, making it valuable for investors who want actionable takeaways and a clearer picture of what drives stock moves. A standout characteristic is the presenter's ability to synthesize complex financials into intuitive narratives, often with a candid assessment of CAPEX, margins, and catalysts across tech and semiconductor ecosystems.

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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. Forward Guidance
2. The Circuit
3. All-In with Chamath, Jason, Sacks & Friedberg
4. On The Tape with Danny Moses
5. Odd Lots

How many episodes of The Drill Down are there?

The Drill Down launched 6 years ago and published 759 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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Where can I see ratings and reviews for The Drill Down?

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What guests have appeared on The Drill Down?

Recent guests on The Drill Down include:

1. Nathan Thomas
2. Phil Mottram
3. Sylvia Hooks
4. Dan Kramer
5. Hardik Kabaria
6. Shelagh Glaser
7. Michael Maniscalco
8. Jay Chaudhry

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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