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The Drill Down

Cory Johnson
Artificial Intelligence
NVIDIA
Cybersecurity
Elastic
Data Centers
Workday
China
Synopsys
Oracle
Revenue Growth
Semiconductors
Zscaler
Generative AI
Rubrik
Palantir Technologies
Micron Technology
Amazon
Advanced Micro Devices
IBM
Palo Alto Networks

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

PublishesDailyEpisodes719Founded5 years ago
Number of ListenersCategories
NewsBusiness NewsBusinessInvesting

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Artwork for The Drill Down

Latest Episodes

The Drill Down: Navitas Semiconductor Q2 Earnings Analysis

💡 Beyond the numbers: Unpack Navitas Semiconductor ($NVTS) Q2 performance with CEO Chris Allexandre. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s ... more

The Drill Down: Cadence Design Systems Q2 Earnings Analysis

💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q2 performance with CEO Anirudh Devgan. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s ... more

A space company that faced SEC enforcement action and founder departure in 2021 is now flying national security payloads for DARPA and promising $10 million in space-related revenue in 2026. In this episode, CEO John Rood walks us through the leaders... more

The Drill Down: Comfort Systems USA Q2 Earnings Analysis

💡 Beyond the numbers: Unpack Comfort Systems USA ($FIX) Q2 performance with CEO Brian Lane. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief marke... more

Key Facts

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Recent Guests

John Rood
CEO of Momentus Space
Momentus Space
Episode: Drill Down Ep. #255: Momentus Space (MNTS:NASDAQ) CEO John Rood
Jay Chaudhry
CEO of Zscaler
Zscaler
Episode: Drill Down Earnings, Ep. 441: Zscaler Fiscal Q3 2026 earnings – ($ZS) – A Deep Dive with Cory Johnson
Bill Haskell
Founder and CEO of Inventure
Inventure
Episode: Drill Down Ep. #254: Innventure (INV:NASDAQ) CEO Bill Haskell
Jensen Huang
CEO of Nvidia
Nvidia
Episode: Drill Down Earnings, Ep. 439: NVIDIA Q1 earnings – ($NVDA) – A Deep Dive with Cory Johnson
Christian Weedbrook
Founder and CEO of Xanadu Quantum Technologies
Xanadu Quantum Technologies
Episode: Drill Down, Ep. #253: Xanadu Quantum Technologies (CLUM:NASDAQ) CEO Christian Weedbrook
Joaquin Cuenca
Founder and CEO of Freepik
Freepik
Episode: Drill Down Insider Ep. #22: Freepik CEO Joaquin Cuenca
Jeetu Patel
President of Cisco Systems
Cisco Systems
Episode: Drill Down Ep. #252: Cisco Systems (CSCO:NASDAQ) Jeetu Patel
Aneel Bhusri
Co-founder and CEO of Workday
Workday
Episode: Drill Down Earnings, Ep. 430: Workday Q4 earnings – ($WDAY) – A Deep Dive with Cory Johnson
Chris Lillis
Olympic gold medalist in team Aerial Ski Jumping
Episode: Drill Down Earnings, Ep. 430: Workday Q4 earnings – ($WDAY) – A Deep Dive with Cory Johnson

Host

Cory Johnson
Host of The Drill Down; veteran financial journalist; frequently covers earnings, markets, and tech strategy.

Reviews

4.9 out of 5 stars from 49 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.

Some listeners feel questions can be surface-level or promotional at times, depending on guest.
Moderate-to-positive reception of market insights and deeper company analysis.
Consistent delivery of daily market context and earnings-focused discussions.

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Talking Points

Recent interactions between the hosts and their guests.

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.
Drill Down, Ep. #253: Xanadu Quantum Technologies (CLUM:NASDAQ) CEO Christian Weedbrook
Q: Talk to me about the problem you're solving and how photonics changes the equation for scaling quantum computers.
Photonics allows computation and interconnects to happen in the same medium, avoiding lossy conversions between electrons and photons. This reduces error sources and enables scaling across hundreds of server racks, which is essential for achieving practical, large-scale quantum computing with true commercial value.
Drill Down Insider Ep. #22: Freepik CEO Joaquin Cuenca
Q: Tell me about what problem you're trying to solve with Freepik.
We aim to close the gap between imagination and what you see on the screen by providing a platform that orchestrates images, audio, and video tools, enabling creators to produce high-quality content without requiring enormous traditional budgets.

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?

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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Which podcasts are similar to The Drill Down?

These podcasts share a similar audience with The Drill Down:

1. The Circuit
2. Barron's Streetwise
3. The Real Eisman Playbook
4. Bloomberg Surveillance
5. Macro Voices

How many episodes of The Drill Down are there?

The Drill Down launched 5 years ago and published 719 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. John Rood
2. Jay Chaudhry
3. Bill Haskell
4. Jensen Huang
5. Christian Weedbrook
6. Joaquin Cuenca
7. Jeetu Patel
8. Aneel Bhusri

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