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The Drill Down

Cory Johnson
Qualcomm
China
Amazon
Nvidia
Futurum Group
Automotive Sector
Earnings Report
Microsoft
Apple
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

PublishesDailyEpisodes679Founded5 years ago
Number of ListenersCategories
BusinessBusiness NewsInvestingNews

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Artwork for The Drill Down

Latest Episodes

Veritone says it can convert massive media archives into AI-ready training datasets and claims a near-term bookings pipeline of ~$40 million. CEO Ryan Steelberg explains how the aiWARE platform and Data Refinery service change the growth equation — a... more

The Drill Down: Micron Technology Q1 Earnings Analysis

💡 Beyond the numbers: Unpack Micron Technology ($MU) Q1 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: Ciena Q4 Earnings Analysis

💡 Beyond the numbers: Unpack Ciena ($CIEN) Q4 performance with CEO Gary Smith. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson e... more

The Drill Down: Synopsys Q4 Earnings Analysis

💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q4 performance with CEO Sassine Ghazi. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory ... more

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Recent Guests

Ryan Steelberg
CEO of Veritone
Veritone
Episode: The Drill Down Ep. #240: Refining Data: Veritone’s aiWARE Story
Sanjay Mehrotra
CEO of Micron Technology
Micron Technology
Episode: Drill Down Earnings, Ep. 416: Micron Technology Q1 earnings – ($MU) – A Deep Dive with Cory Johnson
Ash Kulkarni
CEO of Elastic
Elastic
Episode: Drill Down Earnings, Ep. 412: Elastic Q2 earnings – ($ESTC) – A Deep Dive with Cory Johnson
Alex Karp
CEO of Palantir Technologies
Palantir Technologies
Episode: Drill Down Earnings, Ep. 405: Palantir Technologies Q3 earnings – ($PLTR) – A Deep Dive with Cory Johnson
Kate Johnson
CEO of Lumen Technologies
Lumen Technologies
Episode: Drill Down Earnings, Ep. 404: Lumen Technologies Q3 earnings – ($LUMN) – A Deep Dive with Cory Johnson
Bipul Sinha
CEO of Rubrik
Rubrik
Episode: Drill Down Earnings, Ep. 389: Rubrik Q2 earnings – ($RBRK) Beyond the Numbers – A Deep Dive with Cory Johnson
Marc Benioff
CEO of Salesforce
Salesforce
Episode: Drill Down Earnings, Ep. 386: Salesforce Q2 earnings – ($CRM) Beyond the Numbers – A Deep Dive with Cory Johnson
Laurent Simoneau
CEO of Coveo
Coveo
Episode: Drill Down Insider Ep. #21: Coveo CEO Laurent Simoneau
Seamus Grady
CEO of Fabrinet
Fabrinet
Episode: Drill Down Earnings, Ep. 380: Fabrinet Q4 Fiscal Year 2025 earnings – ($FN) Beyond the Numbers – A Deep Dive with Cory Johnson

Host

Cory Johnson
Cory Johnson is a veteran financial journalist and Chief Market Strategist for Epistrophy Capital Research, known for leading insightful discussions on market trends and corporate performances with industry leaders.

Reviews

4.9 out of 5 stars from 46 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.

There are mixed opinions on the level of tough questioning directed towards guests, with some feeling that the interviews could dive deeper into critical issues.
Listeners appreciate the insightful interviews and analyses provided by the host and guests, often highlighting the informative nature of the discussions.
Overall, many express enjoyment of the content, indicating it has become an essential part of their daily routine, particularly in relation to stock market activities.

Chart Rankings

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

Apple Podcasts
#122
Taiwan/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The Drill Down Ep. #240: Refining Data: Veritone’s aiWARE Story
Q: What challenges did you face initially when starting Veritone?
Initially, customers struggled to prepare their data quickly enough, which hindered the ability to leverage AI effectively until recent market demands increased investments in data preparation.
The Drill Down Ep. #240: Refining Data: Veritone’s aiWARE Story
Q: What does Veritone's business model look like now?
Veritone has shifted focus from being an ad agency to developing its AI operating system, which emphasizes processing and structuring vast amounts of unstructured data primarily from audio and video sources.
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.

Audience Metrics

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

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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?

Focusing on the daily movements in the stock market, this podcast intricately analyzes the business fundamentals of publicly traded companies. Each episode features insightful interviews with CEOs and industry leaders, alongside in-depth research and analysis, allowing listeners to understand the intricate dynamics driving stock performance. Episodes explore a wide range of facets related to company operations, revenue generation, and market expectations, making it an essential resource for investors and business enthusiasts. Notably, the podcast emphasizes timely and relevant information, with daily updates that are likely to keep listeners well-informed about the latest trends in the financial world.

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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. Top Traders Unplugged
2. Macro Voices
3. Bloomberg Daybreak: US Edition
4. All-In with Chamath, Jason, Sacks & Friedberg
5. Prof G Markets

How many episodes of The Drill Down are there?

The Drill Down launched 5 years ago and published 679 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. Ryan Steelberg
2. Sanjay Mehrotra
3. Ash Kulkarni
4. Alex Karp
5. Kate Johnson
6. Bipul Sinha
7. Marc Benioff
8. Laurent Simoneau

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