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The Drill Down

Cory Johnson
Artificial Intelligence
NVIDIA
Elastic
Data Centers
Cybersecurity
Workday
Synopsys
China
Zscaler
Oracle
Palo Alto Networks
Generative AI
Rubrik
Palantir Technologies
Revenue Growth
Semiconductors
Cadence Design Systems
Applied Optoelectronics
Data Center
Fabrinet

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

PublishesDailyEpisodes750Founded5 years ago
Number of ListenersCategories
InvestingBusinessBusiness NewsNews

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Artwork for The Drill Down

Latest Episodes

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 ret... more

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 roya... more

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 think... more

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... more

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Recent Guests

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
Jeff Clark
Chief Operating Officer describing company operations and supply chain
Dell Technologies
Episode: Drill Down Earnings, Ep. 475: Dell Technologies Q2 earnings – ($DELL) – A Deep Dive with Cory Johnson
Matt Murphy
CEO of Marvell Technology
Marvell Technology
Episode: Drill Down Earnings, Ep. 473: Marvell Technology Q2 earnings – ($MRVL) – A Deep Dive with Cory Johnson
Ashutosh Kulkarni
CEO of Elastic
Elastic
Episode: Drill Down Earnings, Ep. 472: Elastic Q1 earnings – ($ESTC) – A Deep Dive with Cory Johnson
Vincent Roche
CEO of Analog Devices
Analog Devices
Episode: Drill Down Earnings, Ep. 468: Analog Devices Q3 earnings – ($ADI) – A Deep Dive with Cory Johnson
Gary Dickerson
CEO of Applied Materials
Applied Materials
Episode: Drill Down Earnings, Ep. 466: Applied Materials Q3 earnings – ($AMAT) – A Deep Dive with Cory Johnson
Chuck Robbins
CEO of Cisco Systems
Cisco Systems
Episode: Drill Down Earnings, Ep. 465: Cisco Systems Q4 earnings – ($CSCO) – 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.

Talking Points

Recent interactions between the hosts and their guests.

Drill Down Earnings, Ep. 468: Analog Devices Q3 earnings – ($ADI) – A Deep Dive with Cory Johnson
Q: How has the stock reacted to the results?
The stock was down about 1.5% after hours, but on the year it's up roughly 62%, highlighting a strong longer-term performance despite near-term volatility.
Drill Down Earnings, Ep. 465: Cisco Systems Q4 earnings – ($CSCO) – A Deep Dive with Cory Johnson
Q: What is the big takeaway from Cisco Systems' earnings and what does it imply for the stock going forward?
The takeaway is that growth is back with a record quarterly revenue, expanding margins, and strong RPO that suggests durable demand; the AI and hyperscaler-backed networking strength positions Cisco well for continued growth, though inventory buildup remains a point to monitor.
Drill Down Earnings, Ep. 442: Synopsys Q2 2026 earnings – ($SNPS) – A Deep Dive with Cory Johnson
Q: What does the business look like if design automation grows faster than design IP, and how will the company position its IP for value?
Ghazi argues that focus will shift to monetizing high-value IP and leveraging the synergies from the ANSYS merger, with new business models and signed customer agreements that capture more value beyond traditional use fees or NRE.
Drill Down Ep. #254: Innventure (INV:NASDAQ) CEO Bill Haskell
Q: Tell me what was behind this notion of how your company works.
The guest explains a multi-decade view that combines scientific rigor with practical entrepreneurship, leveraging multinational partners to identify market needs, licensing proven technologies, and building companies from the ground up with a focus on scalable, billion-dollar outcomes.
Drill Down, Ep. #253: Xanadu Quantum Technologies (CLUM:NASDAQ) CEO Christian Weedbrook
Q: Why use a SPAC route for going public, and what does the pipe from AMD represent for Xanadu?
The SPAC route offers a faster path to public markets, especially for deep-tech companies that may not have immediate product-market revenue. The AMD-led pipe brings substantial non-dilutive capital and validation from a major tech partner, helping to de-risk the business and fund large-scale manufacturing and deployment as Xanadu moves toward commercialization by around 2029-2030.

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. Invest Like the Best with Patrick O'Shaughnessy
2. The Circuit
3. Odd Lots
4. The Real Eisman Playbook
5. RiskReversal Pod

How many episodes of The Drill Down are there?

The Drill Down launched 5 years ago and published 750 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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What guests have appeared on The Drill Down?

Recent guests on The Drill Down include:

1. Hardik Kabaria
2. Shelagh Glaser
3. Michael Maniscalco
4. Jeff Clark
5. Matt Murphy
6. Ashutosh Kulkarni
7. Vincent Roche
8. Gary Dickerson

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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