
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
| Publishes | Daily | Episodes | 712 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Business NewsInvestingNewsBusiness | |||

The Drill Down: Oracle Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Oracle ($ORCL) Q4 performance – from Oracle Park during a “business man’s special” with CEO Clay Magouyrk. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy... more
The Drill Down: Palo Alto Networks Q3 Fiscal Year 2026 Earnings Analysis
💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q3 Fiscal Year 2026 performance with CEO Nikesh Arora. More than “beat” or “miss” – The Drill Down Earnings with Epistr... more
The Drill Down: Elastic Fiscal Q4 2026 Earnings Analysis
💡 Beyond the numbers: Unpack Elastic ($ESTC) Fiscal Q4 2026 performance with CEO Ash Kulkarni. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief m... more
The Drill Down: Synopsys Q2 2026 Earnings Analysis
💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q2 2026 performance with CEO Sassine Ghazi. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strate... more
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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...
This guy loves to hear himself talk.
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!
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!
Love Cory and his work!
Key themes from listener reviews, highlighting what works and what could be improved about the show.










Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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The show delivers daily, business-focused analysis of the biggest stock movers, pairing rapid market headlines with in-depth company deep-dives and earnings reviews. Episodes frequently center on technology, AI, semiconductors, cybersecurity, and enterprise software, often featuring CEO or senior executive guests to unpack strategy, product roadmaps, and financial performance. A standout trait is the blend of practical, numbers-driven explanations (earnings, margins, ARR, AI investments) with forward-looking commentary on how macro trends and industry dynamics may affect investor decisions. The format tends to be brisk, data-oriented, and audience-aware, making it useful for investors and business decision-makers who want actionable takeawa... more
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These podcasts share a similar audience with The Drill Down:
1. The a16z Show
2. Odd Lots
3. All-In with Chamath, Jason, Sacks & Friedberg
4. Invest Like the Best with Patrick O'Shaughnessy
5. Big Technology Podcast
The Drill Down launched 5 years ago and published 712 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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Recent guests on The Drill Down include:
1. Aneel Bhusri
2. Bill Haskell
3. Christian Weedbrook
4. Joaquin Cuenca
5. Jeetu Patel
6. Jay Chaudhry
7. Sassine Ghazi
8. Chris Lillis
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