The Drill Down

The Drill Down

Cory Johnson

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 for business people.

Drill Down Earnings, Ep. 302: Cadence Design Systems Q4 earnings analysis – what you need to know ($CDNS)

Drill Down Earnings, Ep. 302: Cadence Design Systems Q4 earnings analysis – what you need to know ($CDNS)

🎙️ The Drill Down: Cadence Design Systems Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q4 performance with CEO Anirudh Devgan, PhD. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cadence Design Syste

Feb 20, • 7:43

Drill Down Earnings, Ep. 301: Arista Networks Q4 earnings analysis – what you need to know ($ANET)

Drill Down Earnings, Ep. 301: Arista Networks Q4 earnings analysis – what you need to know ($ANET)

🎙️ The Drill Down: Arista Networks Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Arista Networks ($ANET) Q4 performance with CEO Jayshree Ullal. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Arista Networks leadership 🧠 Expert an

Feb 19, • 9:47

Drill Down Earnings, Ep. 299: Applovin Q4 earnings analysis – what you need to know ($APP)

Drill Down Earnings, Ep. 299: Applovin Q4 earnings analysis – what you need to know ($APP)

🎙️ The Drill Down: Applovin Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Applovin ($APP) Q4 performance with CEO Adam Foroughi. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Applovin leadership 🧠 Expert analysis by Cory Johnson,

Feb 15, • 5:54

Drill Down Earnings, Ep. 300 (!): Cisco Systems Q2 Fiscal Year 2025 earnings analysis – what you need to know ($CSCO)

Drill Down Earnings, Ep. 300 (!): Cisco Systems Q2 Fiscal Year 2025 earnings analysis – what you need to know ($CSCO)

🎙️ The Drill Down: Cisco Systems Q2 Fiscal Year 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack Cisco Systems ($CSCO) Q2 Fiscal Year 2025 performance. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cisco Systems leadership 🧠 Exper

Feb 15, • 7:16

Drill Down Earnings, Ep. 298: Vertiv Q4 earnings analysis – what you need to know ($VRT)

Drill Down Earnings, Ep. 298: Vertiv Q4 earnings analysis – what you need to know ($VRT)

🎙️ The Drill Down: Vertiv Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Vertiv ($VRT) Q4 performance with CEO Giordano Albertazzi. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Vertiv leadership 🧠 Expert analysis by Cory Johnson,

Feb 13, • 9:10

Drill Down Earnings, Ep. 297: Super Micro Computer Q4 earnings analysis – what you need to know ($SMCI)

Drill Down Earnings, Ep. 297: Super Micro Computer Q4 earnings analysis – what you need to know ($SMCI)

🎙️ The Drill Down: Super Micro Computer Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Super Micro Computer ($SMCI) Q4 performance with CEO Charles Liang. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Super Micro Computer leadershi

Feb 12, • 8:13

Drill Down Earnings, Ep. 296: Globalfoundries Q4 earnings analysis – what you need to know ($GFS)

Drill Down Earnings, Ep. 296: Globalfoundries Q4 earnings analysis – what you need to know ($GFS)

🎙️ The Drill Down: Globalfoundries Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Globalfoundries ($GFS) Q4 performance with CEO Thomas Caulfield. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from COMPANYTK leadership 🧠 Expert analysi

Feb 12, • 4:39

Drill Down Earnings, Ep. 295: Shopify Q4 earnings analysis – what you need to know ($SHOP)

Drill Down Earnings, Ep. 295: Shopify Q4 earnings analysis – what you need to know ($SHOP)

🎙️ The Drill Down: Shopify Q4 Earnings Deep Dive💡 Whoa Canada! Shopify is back. A look at Shopify ($SHOP) Q4 performance with Chief Platform Officer Harley Finkelstein. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Shopify leadership

Feb 11, • 5:18

Drill Down Earnings, Ep. 294: Lattice Semiconductor Q4 earnings analysis – what you need to know ($LSCC)

Drill Down Earnings, Ep. 294: Lattice Semiconductor Q4 earnings analysis – what you need to know ($LSCC)

🎙️ The Drill Down: Lattice Semiconductor Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Lattice Semiconductor ($LSCC) Q4 performance with CEO Ford Tarner. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Lattice Semiconductor leadersh

Feb 11, • 4:59

Drill Down Earnings, Ep. 293: ON Semiconductor Q4 earnings analysis – what you need to know ($ON)

Drill Down Earnings, Ep. 293: ON Semiconductor Q4 earnings analysis – what you need to know ($ON)

🎙️ The Drill Down: ON Semiconductor Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack ON Semiconductor ($ON) Q4 performance with CEO CEONAMETK. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ON Semiconductor leadership 🧠 Expert analys

Feb 11, • 6:38

Drill Down Earnings, Ep. 292: Amazon.com Q4 earnings analysis – what you need to know ($AMZN)

Drill Down Earnings, Ep. 292: Amazon.com Q4 earnings analysis – what you need to know ($AMZN)

🎙️ The Drill Down: Amazon.com Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q4 performance with CEO Andy Jassy. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Amazon.com leadership 🧠 Expert analysis by Cory John

Feb 7, • 8:24

Drill Down Earnings, Ep. 291: Fortinet Q4 earnings analysis – what you need to know ($FTNT)

Drill Down Earnings, Ep. 291: Fortinet Q4 earnings analysis – what you need to know ($FTNT)

🎙️ The Drill Down: Fortinet Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Fortinet ($FTNT) Q4 performance with CEO Ken Xie. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Fortinet leadership 🧠 Expert analysis by Cory Johnson, Chie

Feb 7, • 5:57

Drill Down Earnings, Ep. 290: Cloudflare Q4 earnings analysis – what you need to know ($NET)

Drill Down Earnings, Ep. 290: Cloudflare Q4 earnings analysis – what you need to know ($NET)

🎙️ The Drill Down: Cloudflare Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Cloudflare ($NET) Q4 performance with CEO Matt Prince. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cloudflare leadership 🧠 Expert analysis by Cory John

Feb 7, • 5:26

Drill Down Earnings, Ep. 289: ARM Holdings Q3 earnings analysis – what you need to know ($ARM)

Drill Down Earnings, Ep. 289: ARM Holdings Q3 earnings analysis – what you need to know ($ARM)

🎙️ The Drill Down: ARM Holdings Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack ARM Holdings ($ARM) Q3 performance with CEO Rene Haas. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ARM Holdings leadership 🧠 Expert analysis by Cory

Feb 6, • 4:27

Drill Down Earnings, Ep. 288: Qualcomm Q1 earnings analysis – what you need to know ($QCOM)

Drill Down Earnings, Ep. 288: Qualcomm Q1 earnings analysis – what you need to know ($QCOM)

🎙️ The Drill Down: Qualcomm Q1 Earnings Deep Dive💡 Beyond the numbers: Unpack Qualcomm ($QCOM) Q1 performance with CEO Cristiano Amon. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Qualcomm leadership 🧠 Expert analysis by Cory Johnso

Feb 6, • 4:16

Drill Down Earnings, Ep. 287: Coherent Q2 2025 earnings analysis – what you need to know ($COHR)

Drill Down Earnings, Ep. 287: Coherent Q2 2025 earnings analysis – what you need to know ($COHR)

🎙️ The Drill Down: Coherent Q2 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack Coherent ($COHR) Q2 2025 performance with CEO Jim Anderson. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Coherent leadership 🧠 Expert analysis by Cor

Feb 6, • 5:05

Drill Down Earnings, Ep. 286: Alphabet Q4 earnings analysis – what you need to know ($GOOG)

Drill Down Earnings, Ep. 286: Alphabet Q4 earnings analysis – what you need to know ($GOOG)

🎙️ The Drill Down: Alphabet Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Alphabet ($GOOG) Q4 performance with CEO Sundar Pichai. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Alphabet leadership 🧠 Expert analysis by Cory Johnso

Feb 5, • 4:57

Drill Down Earnings, Ep. 285: Snap Q4 earnings analysis – what you need to know ($SNAP)

Drill Down Earnings, Ep. 285: Snap Q4 earnings analysis – what you need to know ($SNAP)

🎙️ The Drill Down: Snap Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Snap ($SNAP) Q4 performance with CEO Evan Spiegel. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Snap leadership 🧠 Expert analysis by Cory Johnson, Chief Mark

Feb 5, • 5:28

Drill Down Earnings, Ep. 284: Advanced Micro Devices Q4 earnings analysis – what you need to know ($AMD)

Drill Down Earnings, Ep. 284: Advanced Micro Devices Q4 earnings analysis – what you need to know ($AMD)

🎙️ The Drill Down: Advanced Micro Devices Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Advanced Micro Devices ($AMD) Q4 performance with CEO Lisa Su. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Advanced Micro Devices leadership

Feb 4, • 5:47

Drill Down Earnings, Ep. 283: Fabrinet Q2 earnings analysis – what you need to know ($FN)

Drill Down Earnings, Ep. 283: Fabrinet Q2 earnings analysis – what you need to know ($FN)

🎙️ The Drill Down: Fabrinet Q2 Earnings Deep Dive💡 Beyond the numbers: Unpack Fabrinet ($FN) Q2 performance with 🇮🇪 CEO Seamus Grady. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Fabrinet leadership 🧠 Expert analysis by Cory Johns

Feb 4, • 6:52

Drill Down Earnings, Ep. 282: Palantir Q4 earnings analysis – what you need to know ($PLTR)

Drill Down Earnings, Ep. 282: Palantir Q4 earnings analysis – what you need to know ($PLTR)

🎙️ The Drill Down: Palantir Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Palantir ($PLTR) Q4 performance with CEO Alex Karp. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Palantir leadership 🧠 Expert analysis by Cory Johnson, Ch

Feb 4, • 5:35

Drill Down Earnings, Ep. 281: Apple Q1 2025 earnings analysis – what you need to know ($AAPL)

Drill Down Earnings, Ep. 281: Apple Q1 2025 earnings analysis – what you need to know ($AAPL)

🎙️ The Drill Down: Apple Q1 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack Apple ($AAPL) Q1 2025 performance with CEO Tim Cook. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Apple leadership 🧠 Expert analysis by Cory Johnson, Ch

Jan 31, • 6:39

Drill Down Earnings, Ep. 281: Apple Q1 2025 earnings analysis – what you need to know ($AAPL)

Drill Down Earnings, Ep. 281: Apple Q1 2025 earnings analysis – what you need to know ($AAPL)

🎙️ The Drill Down: Apple Q1 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack Apple ($AAPL) Q1 2025 performance with CEO Tim Cook. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Apple leadership 🧠 Expert analysis by Cory Johnson, Ch

Jan 31, • 7:39

Drill Down Earnings, Ep. 280: Intel Q4 earnings analysis – what you need to know ($INTC)

Drill Down Earnings, Ep. 280: Intel Q4 earnings analysis – what you need to know ($INTC)

🎙️ The Drill Down: Intel Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Intel ($INTC) Q4 performance with CEO co-CEO Michelle Johnston Holthaus. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Intel leadership 🧠 Expert analysis by

Jan 30, • 4:58

Drill Down Earnings, Ep. 279: IBM Q4 earnings analysis – what you need to know ($IBM)

Drill Down Earnings, Ep. 279: IBM Q4 earnings analysis – what you need to know ($IBM)

🎙️ The Drill Down: IBM Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack IBM ($IBM) Q4 performance with CEO Arvind Krishna. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from IBM leadership 🧠 Expert analysis by Cory Johnson, Chief Market

Jan 30, • 3:38

Drill Down Earnings, Ep. 278: Tesla Q4 earnings analysis – what you need to know ($TSLA)

Drill Down Earnings, Ep. 278: Tesla Q4 earnings analysis – what you need to know ($TSLA)

🎙️ The Drill Down: Tesla Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Tesla ($TSLA) Q4 performance with CEO Elon Musk. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Tesla leadership 🧠 Expert analysis by Cory Johnson, Chief Marke

Jan 30, • 5:58

Drill Down Earnings, Ep. 277: Microsoft Q4 earnings analysis – what you need to know ($MSFT)

Drill Down Earnings, Ep. 277: Microsoft Q4 earnings analysis – what you need to know ($MSFT)

🎙️ The Drill Down: Microsoft Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q4 performance with CEO Satya Nadella. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Microsoft leadership 🧠 Expert analysis by Cory John

Jan 30, • 3:15

Drill Down Earnings, Ep. 276: ASML Q4 earnings analysis – what you need to know ($ASML)

Drill Down Earnings, Ep. 276: ASML Q4 earnings analysis – what you need to know ($ASML)

🎙️ The Drill Down: ASML Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack ASML ($ASML) Q4 performance with CEO Christophe Forquet. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ASML leadership 🧠 Expert analysis by Cory Johnson, Chief

Jan 29, • 6:20

Drill Down Earnings, Ep. 275: F5 Q1 2025 earnings analysis – what you need to know ($FFIV)

Drill Down Earnings, Ep. 275: F5 Q1 2025 earnings analysis – what you need to know ($FFIV)

🎙️ The Drill Down: F5 Q1 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack F5 ($FFIV) Q1 2025 performance with CEO François Locoh-Donou. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from F5 leadership 🧠 Expert analysis by Cory Johnson,

Jan 29, • 5:15

Drill Down Earnings, Ep. 274: SAP €40B promise Q4 earnings analysis and a – what you need to know ($SAP)

Drill Down Earnings, Ep. 274: SAP €40B promise Q4 earnings analysis and a – what you need to know ($SAP)

🎙️ The Drill Down: SAP Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack SAP ($SAP) Q4 performance with CEO Christian Klein. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from SAP leadership 🧠 Expert analysis by Cory Johnson, Chief Marke

Jan 29, • 5:01

Drill Down Earnings, Ep. 273: Micron Technology Q1 2025 earnings analysis – what you need to know ($MU).

Drill Down Earnings, Ep. 273: Micron Technology Q1 2025 earnings analysis – what you need to know ($MU).

🎙️ The Drill Down: Micron Technology Q1 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack Micron Technology ($MU) Q1 2025 performance with Sanjay Mehrotra. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Micron Technology leadership �

Dec 20, 2024 • 6:31

Drill Down Earnings, Ep. 272: Broadcom Q4 2024 earnings analysis – what you need to know ($AVGO)

Drill Down Earnings, Ep. 272: Broadcom Q4 2024 earnings analysis – what you need to know ($AVGO)

🎙️ The Drill Down: Broadcom Q4 2024 Earnings Deep Dive💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q4 2024 performance with Hock Tan. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Broadcom leadership 🧠 Expert analysis by Cory Johnso

Dec 13, 2024 • 4:35

Drill Down Earnings, Ep. 271: Adobe Q4 2024 earnings analysis – what you need to know ($ADBE).

Drill Down Earnings, Ep. 271: Adobe Q4 2024 earnings analysis – what you need to know ($ADBE).

🎙️ The Drill Down: Adobe Q4 2024 Earnings Deep Dive💡 Beyond the numbers: Unpack Adobe ($ADBE) Q4 2024 performance with Shantanu Narayen. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Adobe leadership 🧠 Expert analysis by Cory Johnson

Dec 12, 2024 • 6:14

Drill Down Earnings, Ep. 269: Oracle Q2 Fiscal Year 2025 earnings analysis – what you need to know ($ORCL)

Drill Down Earnings, Ep. 269: Oracle Q2 Fiscal Year 2025 earnings analysis – what you need to know ($ORCL)

🎙️ The Drill Down: Oracle Q2 Fiscal Year 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack Oracle ($ORCL) Q2 Fiscal Year 2025 performance with Oracle Founder and the world's fourth richest person Larry Ellison. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered i

Dec 10, 2024 • 7:57

Drill Down Earnings, Ep. 270: C3.ai Q2 2025 earnings analysis – what you need to know ($AI)

Drill Down Earnings, Ep. 270: C3.ai Q2 2025 earnings analysis – what you need to know ($AI)

🎙️ The Drill Down: C3.ai Q2 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack C3.ai ($AI) Q2 2025 performance with Tom Siebel. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from C3.ai leadership 🧠 Expert analysis by Cory Johnson, Chief

Dec 10, 2024 • 6:07

Drill Down Earnings, Ep. 267: Hewlett Packard Enterprise Q4 earnings analysis – what you need to know ($HPE)

Drill Down Earnings, Ep. 267: Hewlett Packard Enterprise Q4 earnings analysis – what you need to know ($HPE)

🎙️ The Drill Down: Hewlett Packard Enterprise Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q4 performance with Antonio Neri. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Hewlett Packard Enterpri

Dec 6, 2024 • 6:18

The Drill Down Insider: Synopsys CFO Shelagh Glaser

The Drill Down Insider: Synopsys CFO Shelagh Glaser

🎙️ The Drill Down Insider: Synopsys CFO Shelagh Glaser💡 Join host Cory Johnson for an in-depth conversation with Synopsys CFO Shelagh Glaser, exploring how finance and engineering can find optimism and excitement in the evolving world of AI.🔍 In this revealing episode, they unpack: Embracing the opportunities of designing tools for an AI-driven future Finding inspiration in the potential of advanced technologies  Leading through transformative changes like mergers, spinoffs, and a CEO transit

Dec 6, 2024 • 17:46

Drill Down Earnings, Ep. 266: Synopsys Q4 earnings analysis – what you need to know ($SNPS)

Drill Down Earnings, Ep. 266: Synopsys Q4 earnings analysis – what you need to know ($SNPS)

🎙️ The Drill Down: Synopsys Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q4 performance with Sassine Ghazi. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Synopsys leadership 🧠 Expert analysis by Cory Johnson, Ch

Dec 5, 2024 • 6:47

Drill Down Insider w. Yext CEO Michael Walrath

Drill Down Insider w. Yext CEO Michael Walrath

🎙️ The Drill Down Insider: Yext CEO Michael Walrath💡 Take a deep dive with host Cory Johnson as he sits down with Michael Walrath, CEO of Yext, for a candid conversation about leading an AI-powered search platform in today's tech landscape. This exclusive interview moves beyond surface-level tech talk to explore how Yext is revolutionizing digital knowledge management and enterprise search.🔍 In this revealing episode, Johnson and Walrath unpack: How Yext's AI-powered search platform is transf

Dec 5, 2024 • 23:09

Drill Down Insider w. Elastic CEO Ash Kulkarni The story of Elastic’s essential service to the world of AI ($ESTC).

Drill Down Insider w. Elastic CEO Ash Kulkarni The story of Elastic’s essential service to the world of AI ($ESTC).

🎙️ The Drill Down Insider: . Elastic CEO Ash Kulkarni 💡 Take a deep dive with host Cory Johnson as he sits down with Ash Kulkarni, CEO of Elastic, for a candid conversation about leading an AI-powered enterprise in today's tech landscape. This exclusive interview moves beyond surface-level tech talk to explore how Elastic is revolutionizing search, security and observability through artificial intelligence.🔍 In this revealing episode, Johnson and Kulkarni unpack: Elastic's transformation into

Dec 4, 2024 • 21:56

Drill Down Earnings, Ep. 265: Okta Q3 earnings analysis – what you need to know ($OKTA)

Drill Down Earnings, Ep. 265: Okta Q3 earnings analysis – what you need to know ($OKTA)

🎙️ The Drill Down: Okta Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Okta ($OKTA) Q3 performance with Todd McKinnon. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Okta leadership 🧠 Expert analysis by Cory Johnson, Chief Market S

Dec 4, 2024 • 6:43

Drill Down Earnings, Ep. 264: Box Q3 earnings analysis – what you need to know ($BOX)

Drill Down Earnings, Ep. 264: Box Q3 earnings analysis – what you need to know ($BOX)

🎙️ The Drill Down: Box Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Box ($BOX) Q3 performance with Aaron Levie. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Box leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strateg

Dec 4, 2024 • 7:06

Drill Down Earnings, Ep. 263: Zscaler Fiscal Q1 2026 earnings analysis – what you need to know ($ZS)

Drill Down Earnings, Ep. 263: Zscaler Fiscal Q1 2026 earnings analysis – what you need to know ($ZS)

🎙️ The Drill Down: Zscaler Fiscal Q1 2026 Earnings Deep Dive💡 Beyond the numbers: Unpack Zscaler ($ZS) Fiscal Q1 2025 performance with Jay Chaudhry. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Zscaler leadership 🧠 Expert analysis b

Dec 3, 2024 • 5:35

Drill Down Earnings, Ep. 262: Crowdstrike Q3 earnings analysis – what you need to know ($CRWD)

Drill Down Earnings, Ep. 262: Crowdstrike Q3 earnings analysis – what you need to know ($CRWD)

🎙️ The Drill Down: Crowdstrike Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Crowdstrike ($CRWD) Q3 performance with George Kurtz. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get:Key financial highlightsStrategic moves with insight into the industryUnfiltered information straight from Crowdstrike leadership🧠 Expert analysis by Cory Johnson

Nov 27, 2024 • 6:41

Drill Down Earnings, Ep. 261: Dell Q3 earnings analysis – what you need to know ($DELL)

Drill Down Earnings, Ep. 261: Dell Q3 earnings analysis – what you need to know ($DELL)

🎙️ The Drill Down: Dell Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Dell ($DELL) Q3 performance with CFO Jeff Clarke. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Dell leadership 🧠 Expert analysis by Cory Johnson, Chief Market

Nov 27, 2024 • 7:05

Drill Down Earnings, Ep. 260: Elastic Q2 earnings analysis – what you need to know ($ESTC)

Drill Down Earnings, Ep. 260: Elastic Q2 earnings analysis – what you need to know ($ESTC)

🎙️ The Drill Down: Elastic Q2 Earnings Deep Dive💡 Beyond the numbers: Unpack Elastic ($ESTC) Q2 performance with CEO Ash Kulkarni. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Elastic leadership 🧠 Expert analysis by Cory Johnson, C

Nov 26, 2024 • 7:33

Drill Down Earnings, Ep. 259: Palo Alto Networks Q3 earnings analysis – what you need to know ($PANW)

Drill Down Earnings, Ep. 259: Palo Alto Networks Q3 earnings analysis – what you need to know ($PANW)

🎙️ The Drill Down: Palo Alto Networks Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q3 performance with Nikesh Arora. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Palo Alto Networks leadership 🧠 Expert

Nov 21, 2024 • 6:27

Drill Down Earnings, Ep. 258: NVIDIA Q3 earnings analysis – what you need to know ($NVDA)

Drill Down Earnings, Ep. 258: NVIDIA Q3 earnings analysis – what you need to know ($NVDA)

🎙️ The Drill Down: NVIDIA Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q3 performance with Jensen Huang. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from NVIDIA leadership 🧠 Expert analysis by Cory Johnson, Chief Mar

Nov 21, 2024 • 8:04

Drill Down Earnings, Ep. 257: Applied Materials Q4 2024 earnings analysis – what you need to know ($AMAT)

Drill Down Earnings, Ep. 257: Applied Materials Q4 2024 earnings analysis – what you need to know ($AMAT)

🎙️ The Drill Down: Applied Materials Q4 2024 Earnings Deep Dive💡 Beyond the numbers: Unpack Applied Materials ($AMAT) Q4 2024 performance with Gary Dickerson. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Applied Materials leadership

Nov 15, 2024 • 6:21

Drill Down Earnings, Ep. 256: Cisco Q1 2025 earnings analysis – what you need to know ($CSCO)

Drill Down Earnings, Ep. 256: Cisco Q1 2025 earnings analysis – what you need to know ($CSCO)

🎙️ The Drill Down: Cisco Q1 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack Cisco ($CSCO) Q1 2025 performance with Chuck Robbins. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cisco leadership 🧠 Expert analysis by Cory Johnson, C

Nov 14, 2024 • 6:37

Drill Down Earnings, Ep. 255: Applied Optoelectronics Q3 earnings analysis – what you need to know ($AAOI)

Drill Down Earnings, Ep. 255: Applied Optoelectronics Q3 earnings analysis – what you need to know ($AAOI)

🎙️ The Drill Down: Applied Optoelectronics Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q3 performance with CFO Dr. Stefan Murry. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Applied Optoelectroni

Nov 8, 2024 • 5:36

Drill Down Earnings, Ep. 254: Arista Networks Q3 earnings analysis – what you need to know ($ANET).

Drill Down Earnings, Ep. 254: Arista Networks Q3 earnings analysis – what you need to know ($ANET).

🎙️ The Drill Down: Arista Networks Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Arista Networks ($ANET) Q3 performance with Jayshree Ullal. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Arista Networks leadership 🧠 Expert analys

Nov 7, 2024 • 4:51

Drill Down Earnings, Ep. 253: Cloudflare Q3 earnings analysis – what you need to know ($NET)

Drill Down Earnings, Ep. 253: Cloudflare Q3 earnings analysis – what you need to know ($NET)

🎙️ The Drill Down: Cloudflare Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Cloudflare ($NET) Q3 performance with Matthew Prince. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cloudflare leadership 🧠 Expert analysis by Cory Johns

Nov 7, 2024 • 3:39

Drill Down Earnings, Ep. 252: Coherent Q1 FY 2024 earnings analysis – what you need to know ($COHR)

Drill Down Earnings, Ep. 252: Coherent Q1 FY 2024 earnings analysis – what you need to know ($COHR)

🎙️ The Drill Down: Coherent Q1 FY 2024 Earnings Deep Dive💡 Beyond the numbers: Unpack Coherent ($COHR) Q1 FY 2024 performance with Jim Anderson. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Coherent leadership 🧠 Expert analysis by C

Nov 7, 2024 • 5:16

Drill Down Earnings, Ep. 251: Arm Fiscal Year Q2 2025 earnings analysis – what you need to know ($ARM)

Drill Down Earnings, Ep. 251: Arm Fiscal Year Q2 2025 earnings analysis – what you need to know ($ARM)

🎙️ The Drill Down: Arm Fiscal Year Q2 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack Arm ($ARM) Fiscal Year Q2 2025 performance with Rene Haas. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Arm leadership 🧠 Expert analysis by Co

Nov 7, 2024 • 4:51

Drill Down Earnings, Ep. 250: Qualcomm Q3 earnings analysis – what you need to know ($QCOM)

Drill Down Earnings, Ep. 250: Qualcomm Q3 earnings analysis – what you need to know ($QCOM)

🎙️ The Drill Down: Qualcomm Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Qualcomm ($QCOM) Q3 performance with Cristiano Amon. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Qualcomm leadership 🧠 Expert analysis by Cory Johnson, C

Nov 6, 2024 • 4:36

Drill Down Earnings, Ep. 249: Supermicro Q3 earnings analysis – what you need to know ($SMCI)

Drill Down Earnings, Ep. 249: Supermicro Q3 earnings analysis – what you need to know ($SMCI)

🎙️ The Drill Down: Supermicro Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Supermicro ($SMCI) Q3 performance with Charles Liang. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Supermicro leadership 🧠 Expert analysis by Cory Johns

Nov 6, 2024 • 6:16

Drill Down Earnings, Ep. 248: Globalfoundries Q3 earnings analysis – what you need to know ($GFS)

Drill Down Earnings, Ep. 248: Globalfoundries Q3 earnings analysis – what you need to know ($GFS)

🎙️ The Drill Down: Globalfoundries Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Global Founderies ($GFS) Q3 performance with Thomas Caulfield. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Global Founderies leadership 🧠 Expert a

Nov 6, 2024 • 4:15

Drill Down Earnings, Ep. 247: Fabrinet Q1 2025 earnings analysis – what you need to know ($FN)

Drill Down Earnings, Ep. 247: Fabrinet Q1 2025 earnings analysis – what you need to know ($FN)

🎙️ The Drill Down: Fabrinet Q1 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack Fabrinet ($FN) Q1 2025 performance with Seamus Grady. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Fabrinet leadership 🧠 Expert analysis by Cory John

Nov 5, 2024 • 4:18

Drill Down Earnings, Ep. 246: Lattice Semiconductor Q3 earnings analysis – what you need to know ($LSCC)

Drill Down Earnings, Ep. 246: Lattice Semiconductor Q3 earnings analysis – what you need to know ($LSCC)

🎙️ The Drill Down: Lattice Semiconductor Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Lattice Semiconductor ($LSCC) Q3 performance with new CEO Ford Tamer. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Lattice Semiconductor leade

Nov 5, 2024 • 5:38

Drill Down Earnings, Ep. 245: Palantir Q3 earnings analysis – what you need to know ($PLTR).

Drill Down Earnings, Ep. 245: Palantir Q3 earnings analysis – what you need to know ($PLTR).

🎙️ The Drill Down: Palantir Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Palantir ($PLTR) Q3 performance with  Alex Karp. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Palantir leadership 🧠 Expert analysis by Cory Johnson, Chief

Nov 5, 2024 • 5:31

Drill Down Earnings, Ep. 244: Amazon.com Q3 earnings analysis – what you need to know ($AMZN)

Drill Down Earnings, Ep. 244: Amazon.com Q3 earnings analysis – what you need to know ($AMZN)

🎙️ The Drill Down: Amazon.com Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q3 performance with Andy Jassy. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Amazon.com leadership 🧠 Expert analysis by Cory Johnson,

Nov 1, 2024 • 5:17

Drill Down Earnings, Ep. 243: Atlassian Q1 2025 earnings analysis – what you need to know ($TEAM)

Drill Down Earnings, Ep. 243: Atlassian Q1 2025 earnings analysis – what you need to know ($TEAM)

🎙️ The Drill Down: Atlassian Q1 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack Atlassian ($TEAM) Q1 2025 performance with Mike Cannon-Brookes. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Atlassian leadership 🧠 Expert analysis

Nov 1, 2024 • 5:17

Drill Down Earnings, Ep. 242: Intel Q3 earnings analysis – what you need to know ($INTC)

Drill Down Earnings, Ep. 242: Intel Q3 earnings analysis – what you need to know ($INTC)

🎙️ The Drill Down: Intel Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Intel ($INTC) Q3 performance with Pat Gelsinger. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Intel leadership 🧠 Expert analysis by Cory Johnson, Chief Marke

Oct 31, 2024 • 5:30

Drill Down Earnings, Ep. 241: Apple Q4 earnings analysis – what you need to know ($AAPL)

Drill Down Earnings, Ep. 241: Apple Q4 earnings analysis – what you need to know ($AAPL)

🎙️ The Drill Down: Apple Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Apple ($AAPL) Q4 performance with Tim Cook. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Apple leadership 🧠 Expert analysis by Cory Johnson, Chief Market Str

Oct 31, 2024 • 5:35

Drill Down Earnings, Ep. 240: Mobileye Q3 earnings analysis – what you need to know ($MBLY)

Drill Down Earnings, Ep. 240: Mobileye Q3 earnings analysis – what you need to know ($MBLY)

🎙️ The Drill Down: Mobileye Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Mobileye ($MBLY) Q3 performance with Amnon Shashua. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Mobileye leadership 🧠 Expert analysis by Cory Johnson, Ch

Oct 31, 2024 • 6:08

Drill Down Earnings, Ep. 238: Twillio Q3 earnings analysis – what you need to know ($TWLO)

Drill Down Earnings, Ep. 238: Twillio Q3 earnings analysis – what you need to know ($TWLO)

🎙️ The Drill Down: Twillio Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Twillio ($TWLO) Q3 performance with Khozema Shipchandler. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Twillio leadership 🧠 Expert analysis by Cory Johnson

Oct 31, 2024 • 7:29

Drill Down Earnings, Ep. 239: Meta Q3 earnings analysis – what you need to know ($META)

Drill Down Earnings, Ep. 239: Meta Q3 earnings analysis – what you need to know ($META)

🎙️ The Drill Down: Meta Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Meta ($META) Q3 performance with Mark Zuckerberg. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Meta leadership 🧠 Expert analysis by Cory Johnson, Chief Market

Oct 31, 2024 • 6:38

Drill Down Earnings, Ep. 236: KLA Q1 2025 earnings analysis – what you need to know ($KLAC)

Drill Down Earnings, Ep. 236: KLA Q1 2025 earnings analysis – what you need to know ($KLAC)

🎙️ The Drill Down: KLA Q1 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack KLA ($KLAC) Q1 2025 performance with Rick Wallace. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from KLA leadership 🧠 Expert analysis by Cory Johnson, Chief Ma

Oct 31, 2024 • 5:55

Drill Down Earnings, Ep. 237: Microsoft Q4 earnings analysis – what you need to know ($MSFT)

Drill Down Earnings, Ep. 237: Microsoft Q4 earnings analysis – what you need to know ($MSFT)

🎙️ The Drill Down: Microsoft Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q4 performance with Satya Nadella. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Microsoft leadership 🧠 Expert analysis by Cory Johnson,

Oct 31, 2024 • 4:07

Drill Down Earnings, Ep. 235: ADVANCED MICRO DEVICES Q3 earnings analysis – what you need to know ($AMD)

Drill Down Earnings, Ep. 235: ADVANCED MICRO DEVICES Q3 earnings analysis – what you need to know ($AMD)

🎙️ The Drill Down: ADVANCED MICRO DEVICES Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack ADVANCED MICRO DEVICES ($AMD) Q3 performance with Lisa Su. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ADVANCED MICRO DEVICES leadership 🧠

Oct 30, 2024 • 5:36

Drill Down Earnings, Ep. 234: Snap Q3 earnings analysis – what you need to know ($SNAP)

Drill Down Earnings, Ep. 234: Snap Q3 earnings analysis – what you need to know ($SNAP)

🎙️ The Drill Down: Snap Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Snap ($SNAP) Q3 performance with Evan Spiegel. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Snap leadership 🧠 Expert analysis by Cory Johnson, Chief Market St

Oct 30, 2024 • 5:14

Drill Down Earnings, Ep. 233: Alphabet Q3 earnings analysis – what you need to know ($GOOG)

Drill Down Earnings, Ep. 233: Alphabet Q3 earnings analysis – what you need to know ($GOOG)

🎙️ The Drill Down: Alphabet Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Alphabet ($GOOG) Q3 performance with Sundar Pichai. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Alphabet leadership 🧠 Expert analysis by Cory Johnson, Ch

Oct 29, 2024 • 5:09

Drill Down Earnings, Ep. 232: Corning Q3 earnings analysis – what you need to know ($GLW)

Drill Down Earnings, Ep. 232: Corning Q3 earnings analysis – what you need to know ($GLW)

🎙️ The Drill Down: Corning Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Corning ($GLW) Q3 performance with Wendell Weeks. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Corning leadership 🧠 Expert analysis by Cory Johnson, Chief

Oct 29, 2024 • 5:23

Drill Down Earnings, Ep. 231: Cadence Design Systems Q3 earnings analysis – what you need to know ($CDNS)

Drill Down Earnings, Ep. 231: Cadence Design Systems Q3 earnings analysis – what you need to know ($CDNS)

🎙️ The Drill Down: Cadence Design Systems Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q3 performance with Anirudh Devgan. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cadence Design Systems leader

Oct 28, 2024 • 5:24

Drill Down Earnings, Ep. 230: F5 Q4 earnings analysis – what you need to know ($FFIV)

Drill Down Earnings, Ep. 230: F5 Q4 earnings analysis – what you need to know ($FFIV)

🎙️ The Drill Down: F5 Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack F5 ($FFIV) Q4 performance with François Locoh-Donou. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from F5 leadership 🧠 Expert analysis by Cory Johnson, Chief Market

Oct 28, 2024 • 4:47

Drill Down Earnings, Ep. 229: ON Semiconductor Q3 earnings analysis – what you need to know ($ON)

Drill Down Earnings, Ep. 229: ON Semiconductor Q3 earnings analysis – what you need to know ($ON)

🎙️ The Drill Down: ON Semiconductor Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack ON Semiconductor ($ON) Q3 performance with Hassane El-Khoury. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ON Semiconductor leadership 🧠 Expert an

Oct 28, 2024 • 5:58

Drill Down Earnings, Ep. 228: Comfort Systems USA Q3 earnings analysis – what you need to know ($FIX)

Drill Down Earnings, Ep. 228: Comfort Systems USA Q3 earnings analysis – what you need to know ($FIX)

🎙️ The Drill Down: Comfort Systems USA Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Comfort Systems USA ($FIX) Q3 performance with CFO William George. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Comfort Systems USA leadership �

Oct 28, 2024 • 6:42

Drill Down Earnings, Ep. 227: Teradyne Q3 earnings analysis ($TER)  – what you need to know

Drill Down Earnings, Ep. 227: Teradyne Q3 earnings analysis ($TER) – what you need to know

🎙️ The Drill Down: Teradyne Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Teradyne ($TER) Q3 performance with Greg Smith. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Teradyne leadership 🧠 Expert analysis by Cory Johnson, Chief

Oct 25, 2024 • 6:26

Drill Down Earnings, Ep. 226: Lam Research Fiscal Year Q1 earnings essentials ($LRCX)

Drill Down Earnings, Ep. 226: Lam Research Fiscal Year Q1 earnings essentials ($LRCX)

🎙️ The Drill Down: Lam Research Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Lam Research ($LRCX) Q3 performance with Timothy Archer. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Lam Research leadership 🧠 Expert analysis by Co

Oct 24, 2024 • 4:47

Drill Down Earnings, Ep. 225: Tesla Q3 earnings essentials ($TSLA)

Drill Down Earnings, Ep. 225: Tesla Q3 earnings essentials ($TSLA)

Instant analysis of Tesla ($TSLA) Q3 earnings, as we hear from CEO Elon Musk. 🎙️ The Drill Down: Tesla Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Tesla ($TSLA) Q3 performance with CEONAMETK. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information str

Oct 24, 2024 • 6:35

Drill Down Earnings, Ep. 224: ServiceNow Q3 earnings essentials ($NOW)

Drill Down Earnings, Ep. 224: ServiceNow Q3 earnings essentials ($NOW)

Instant analysis of ServiceNow ($NOW) Q3 earnings, as we hear from CEO Bill McDermott. 💡 More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research chief market strategist Cory Johnson has the business stories behind stocks on the move.  🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ServiceNow leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Cap

Oct 24, 2024 • 5:32

Drill Down Earnings, Ep. 223: Vertiv Q3 earnings essentials ($VRT)

Drill Down Earnings, Ep. 223: Vertiv Q3 earnings essentials ($VRT)

🎙️ The Drill Down: Vertiv Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Vertiv ($VRT) Q3 performance with Christophe Forquet. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Vertiv leadership 🧠 Expert analysis by Cory Johnson, Chi

Oct 24, 2024 • 5:43

Drill Down Earnings, Ep. 222: IBM Q3 earnings essentials ($IBM)

Drill Down Earnings, Ep. 222: IBM Q3 earnings essentials ($IBM)

🎙️ The Drill Down: IBM Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack IBM ($IBM) Q3 performance with Arvind Krishna. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from IBM leadership 🧠 Expert analysis by Cory Johnson, Chief Market Str

Oct 24, 2024 • 4:28

Drill Down Earnings, Ep. 221: Texas Instruments Q3 earnings essentials ($TXN)

Drill Down Earnings, Ep. 221: Texas Instruments Q3 earnings essentials ($TXN)

Instant analysis of Texas Instruments ($TXN) Q3 earnings, as we hear from CEO Haviv Ilan. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research chief market strategist Cory Johnson has the business stories behind stocks on the move.  https://x.com/corytv#Texas Instruments#Earnings@Texas Instruments$TXN#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megap

Oct 23, 2024 • 4:56

Drill Down Earnings, Ep. 220: SAP Q3 earnings essentials ($SAP)

Drill Down Earnings, Ep. 220: SAP Q3 earnings essentials ($SAP)

Instant analysis of SAP ($SAP) Q3 earnings, as we hear from CEO  Christian Klein. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research chief market strategist Cory Johnson has the business stories behind stocks on the move.  https://x.com/corytv#SAP#Earnings@SAP$SAP#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 22, 2024 • 5:17

Drill Down Earnings, Ep. 219: ASML Q3 earnings essentials ($ASML)

Drill Down Earnings, Ep. 219: ASML Q3 earnings essentials ($ASML)

🎙️ The Drill Down: ASML Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack ASML ($ASML) Q3 performance with Christophe Forquet. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ASML leadership 🧠 Expert analysis by Cory Johnson, Chief M

Oct 16, 2024 • 6:42

Drill Down Earnings, Ep. 218: Micron Technology Q4 2024 earnings essentials ($MU)

Drill Down Earnings, Ep. 218: Micron Technology Q4 2024 earnings essentials ($MU)

Instant analysis of Micron Technology ($MU) Q4 2024 earnings, as we hear from CEO Sanjay Mehrotra. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Micron Technology#Earnings@Micron Technology$MU#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.

Sep 26, 2024 • 6:35

Drill Down Earnings, Ep. 217: Adobe Q3 earnings essentials ($ADBE)

Drill Down Earnings, Ep. 217: Adobe Q3 earnings essentials ($ADBE)

Instant analysis of Adobe ($ADBE) Q3 earnings, as we hear from CEO Shantanu Narayen. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Adobe#Earnings@Adobe$ADBE#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 12, 2024 • 5:36

Drill Down Earnings, Ep. 216: GameStop Q2 earnings essentials ($GME)

Drill Down Earnings, Ep. 216: GameStop Q2 earnings essentials ($GME)

GameStop's Q2 Earnings: Business Stinks, Stock Sales RockInstant analysis of GameStop ($GME) Q2 earnings, as we hear from CEO Ryan Cohen. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#GameStop#Earnings@GameStop$GME#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad cho

Sep 10, 2024 • 4:52

Drill Down Earnings, Ep. 215: Oracle Q1 FY 2025 earnings essentials ($ORCL)

Drill Down Earnings, Ep. 215: Oracle Q1 FY 2025 earnings essentials ($ORCL)

Instant analysis of Oracle ($ORCL) Q1 FY 2025 earnings, as we hear from CEO chief technology officer and founder Larry Ellison. More than “beat” or “miss” –the Drill Down Earnings with chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Oracle#Earnings@Oracle$ORCL#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/ad

Sep 9, 2024 • 6:48

Drill Down Earnings, Ep. 214: Broadcom Q3 earnings essentials ($AVGO)

Drill Down Earnings, Ep. 214: Broadcom Q3 earnings essentials ($AVGO)

Broadcom Q3: How weak device sales hid strong AI revenues. Instant analysis of Broadcom ($AVGO) Q3 earnings, as we hear from CEO Hock Tan. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Broadcom#Earnings@Broadcom$AVGO#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad c

Sep 9, 2024 • 6:21

Drill Down Earnings, Ep. 213: Docusign Q2 earnings essentials ($DOCU)

Drill Down Earnings, Ep. 213: Docusign Q2 earnings essentials ($DOCU)

Instant analysis of Docusign ($DOCU) Q2 earnings, as we hear from CEO Allan Thygesen. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Docusign#Earnings@Docusign$DOCU#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 5, 2024 • 6:06

Drill Down Earnings, Ep. 212: Smartsheet Q2 earnings essentials ($SMAR)

Drill Down Earnings, Ep. 212: Smartsheet Q2 earnings essentials ($SMAR)

Instant analysis of Smartsheet ($SMAR) Q2 earnings, as we hear from CEO Mark Mader. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Smartsheet#Earnings@Smartsheet$SMAR#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 5, 2024 • 5:01

Drill Down Earnings, Ep. 211: C3.ai Q1 earnings essentials ($AI)

Drill Down Earnings, Ep. 211: C3.ai Q1 earnings essentials ($AI)

Instant analysis of C3.ai ($AI) Q1 earnings, as we hear from CEO Tom Siebel. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#C3.ai#Earnings@C3.ai$AI#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 5, 2024 • 6:45

Drill Down Earnings, Ep. 210: Hewlett Packard Enterprise Q3 earnings essentials ($HPE)

Drill Down Earnings, Ep. 210: Hewlett Packard Enterprise Q3 earnings essentials ($HPE)

Instant analysis of Hewlett Packard Enterprise ($HPE) Q3 earnings, as we hear from CEO Antonio Neri. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Hewlett Packard Enterprise#Earnings@Hewlett Packard Enterprise$HPE#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choi

Sep 4, 2024 • 6:44

Drill Down Insider,  Infleqtion CEO Mathew Kinsella and a look at the PRESENT and quantum technology

Drill Down Insider, Infleqtion CEO Mathew Kinsella and a look at the PRESENT and quantum technology

In this episode, we sit down with Mathew Kinsella, CEO of Infleqtion, to explore the exciting world of quantum technology. Beyond the buzz about quantum computing, Mathew sheds light on the broader applications of quantum technology that are already making a real impact.We delve into specific examples across defense, telecom, enterprise, and more, showcasing the diverse range of industries benefiting from quantum advancements. Mathew also discusses the immense market opportunity and the growing

Sep 4, 2024 • 16:28

Drill Down Earnings, Ep. 209: Zscaler Q4 earnings essentials ($ZS)

Drill Down Earnings, Ep. 209: Zscaler Q4 earnings essentials ($ZS)

Instant analysis of Zscaler ($ZS) Q4 earnings, as we hear from CEO Jay Chaudhry. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Zscaler#Earnings@Zscaler$ZS#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 4, 2024 • 5:37

Drill Down Insider, Elastic's CEO Ash Kulkarni on the Future of Enterprise Search

Drill Down Insider, Elastic's CEO Ash Kulkarni on the Future of Enterprise Search

In this episode, we dive deep into the innovative world of AI-driven enterprise search with Ash Kulkarni, CEO of Elastic. Ash shares insights on how Elastic is leveraging AI to transform the way businesses search, analyze, and act on their data.Key Topics:- Elastic's AI Journey: Learn about Elastic's strategic shift towards AI and the company's vision for the future.- AI-Powered Search: Discover how Elastic's AI capabilities are enhancing search results, improving user experiences, and driving b

Sep 3, 2024 • 18:46

Drill Down Earnings, Ep. 208: Elastic Q1 earnings essentials ($ESTC)

Drill Down Earnings, Ep. 208: Elastic Q1 earnings essentials ($ESTC)

Elastic's Q1 Earnings: Revenue Soars, Customer Growth Woes.Instant analysis of Elastic ($ESTC) Q1 earnings, as we hear from CEO Ash Kulkarni. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Elastic#Earnings@Elastic$ESTC#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad

Aug 30, 2024 • 4:32

Drill Down Earnings, Ep. 207: Autodesk Q2 earnings essentials ($ADSK)

Drill Down Earnings, Ep. 207: Autodesk Q2 earnings essentials ($ADSK)

Instant analysis of Autodesk ($ADSK) Q2 earnings, as we hear from CEO Andrew Anagnost. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Autodesk#Earnings@Autodesk$ADSK#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 30, 2024 • 4:48

Drill Down Earnings, Ep. 206: Dell Q2 earnings essentials ($DELL)

Drill Down Earnings, Ep. 206: Dell Q2 earnings essentials ($DELL)

Instant analysis of Dell ($DELL) Q2 earnings, as we hear from CEO Michael Dell. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Dell#Earnings@Dell$DELL#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 30, 2024 • 5:24

Drill Down Earnings, Ep. 205: Salesforce Q2 earnings essentials ($CRM)

Drill Down Earnings, Ep. 205: Salesforce Q2 earnings essentials ($CRM)

Instant analysis of Salesforce ($CRM) Q2 earnings, as we hear from CEO Marc Benioff. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Salesforce#Earnings@Salesforce$CRM#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 29, 2024 • 6:16

Drill Down Earnings, Ep. 204: Crowdstrike Q2 earnings essentials ($CRWD)

Drill Down Earnings, Ep. 204: Crowdstrike Q2 earnings essentials ($CRWD)

Instant analysis of Crowdstrike ($CRWD) Q2 earnings, as we hear from CEO George Kurtz. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Crowdstrike#Earnings@Crowdstrike$CRWD#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 29, 2024 • 6:26

Drill Down Earnings, Ep. 203: NVIDIA Q2 earnings essentials ($NVDA)

Drill Down Earnings, Ep. 203: NVIDIA Q2 earnings essentials ($NVDA)

Instant analysis of NVIDIA ($NVDA) Q2 earnings, as we hear from CEO Jensen Huang. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#NVIDIA#Earnings@NVIDIA$NVDA#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 29, 2024 • 8:05

Drill Down Earnings, Ep. 202: Box Q2 earnings essentials ($BOX)

Drill Down Earnings, Ep. 202: Box Q2 earnings essentials ($BOX)

Instant analysis of Box ($BOX) Q2 earnings, as we hear from CEO Aaron Levie. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Box#Earnings@Box$BOX#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 29, 2024 • 5:46

Drill Down Earnings, Ep. 201: Workday Q2 earnings essentials ($WDAY)

Drill Down Earnings, Ep. 201: Workday Q2 earnings essentials ($WDAY)

Instant analysis of Workday ($WDAY) Q2 earnings, as we hear from CEO Carl Eschenbach. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Workday#Earnings@Workday$WDAY#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 23, 2024 • 5:10

Drill Down Earnings, Ep. 200: Zoom Q2 earnings essentials ($ZM)

Drill Down Earnings, Ep. 200: Zoom Q2 earnings essentials ($ZM)

Instant analysis of Zoom ($ZM) Q2 earnings, as we hear from CFO Kelly Steckelberg. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Zoom#Earnings@Zoom$ZM#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 22, 2024 • 4:44

Drill Down Earnings, Ep. 199: Snowflake Q2 earnings essentials ($SNOW)

Drill Down Earnings, Ep. 199: Snowflake Q2 earnings essentials ($SNOW)

Instant analysis of Snowflake ($SNOW) Q2 earnings, as we hear from CEO Sridhar Ramaswamy. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Snowflake#Earnings@Snowflake$SNOW#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 22, 2024 • 5:45

Drill Down Earnings, Ep. 198: Synopsys Q3 earnings essentials ($SNPS)

Drill Down Earnings, Ep. 198: Synopsys Q3 earnings essentials ($SNPS)

Instant analysis of Synopsys ($SNPS) Q3 earnings, as we hear from CEO Sassine Ghazi. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Synopsys#Earnings@Synopsys$SNPS#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 22, 2024 • 6:12

Drill Down Earnings, Ep. 197: Analog Devices Q3 earnings essentials ($ADI)

Drill Down Earnings, Ep. 197: Analog Devices Q3 earnings essentials ($ADI)

Instant analysis of Analog Devices ($ADI) Q3 earnings, as we hear from CEO Vincent Roche. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Analog Devices#Earnings@Analog Devices$ADI#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 22, 2024 • 6:13

Drill Down Earnings, Ep. 196: Palo Alto Networks Q4 earnings essentials ($PANW)

Drill Down Earnings, Ep. 196: Palo Alto Networks Q4 earnings essentials ($PANW)

Instant analysis of Palo Alto Networks ($PANW) Q4 earnings, as we hear from CEO Nikesh Arora. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Palo Alto Networks#Earnings@Palo Alto Networks$PANW#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.f

Aug 20, 2024 • 4:57

Drill Down Earnings, Ep. 195: Coherent Q4 earnings essentials ($COHR)

Drill Down Earnings, Ep. 195: Coherent Q4 earnings essentials ($COHR)

Instant analysis of Coherent ($COHR) Q4 earnings, as we hear from CEO Jim Anderson. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Coherent#Earnings@Coherent$COHR#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 15, 2024 • 5:28

Drill Down Earnings, Ep. 194: Applied Materials Q3 earnings essentials ($AMAT)

Drill Down Earnings, Ep. 194: Applied Materials Q3 earnings essentials ($AMAT)

Instant analysis of Applied Materials ($AMAT) Q3 earnings, as we hear from CFO Brice Hill. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Applied Materials#Earnings@Applied Materials$AMAT#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adc

Aug 15, 2024 • 6:33

Drill Down Earnings, Ep. 193: Cisco Q4 earnings essentials ($CSCO)

Drill Down Earnings, Ep. 193: Cisco Q4 earnings essentials ($CSCO)

Instant analysis of Cisco ($CSCO) Q4 earnings, as we hear from CEO Chuck Robbins. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Cisco#Earnings@Cisco$CSCO#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 15, 2024 • 5:51

Drill Down Earnings, Ep. 192: Lumentum Q4 earnings essentials ($LITE)

Drill Down Earnings, Ep. 192: Lumentum Q4 earnings essentials ($LITE)

Instant analysis of Lumentum ($LITE) Q4 earnings, as we hear from CEO Alan Lowe. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Lumentum#Earnings@Lumentum$LITE#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 14, 2024 • 8:46

Drill Down Earnings, Ep. 189: Trade Desk Q2 earnings essentials ($TTD)

Drill Down Earnings, Ep. 189: Trade Desk Q2 earnings essentials ($TTD)

Instant analysis of Trade Desk ($TTD) Q2 earnings, as we hear from CEO Jeff Green. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Trade Desk#Earnings@Trade Desk$TTD#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 9, 2024 • 4:59

Drill Down Earnings, Ep. 191: SoundHound AI Q2 earnings essentials ($SOUN)

Drill Down Earnings, Ep. 191: SoundHound AI Q2 earnings essentials ($SOUN)

Instant analysis of SoundHound AI ($SOUN) Q2 earnings, as we hear from CEO Keyvan Mohajer. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#SoundHound AI#Earnings@SoundHound AI$SOUN#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 9, 2024 • 6:10

Drill Down Earnings, Ep. 190: Take Two Interactive Q1 2025 earnings essentials ($TTWO)

Drill Down Earnings, Ep. 190: Take Two Interactive Q1 2025 earnings essentials ($TTWO)

Instant analysis of Take Two Interactive ($TTWO) Q1 2025 earnings, as we hear from CEO Strauss Zelnick. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Take Two Interactive#Earnings@Take Two Interactive$TTWO#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Vis

Aug 9, 2024 • 7:30

Drill Down Earnings, Ep. 188: Datadog Q2 earnings essentials ($DDOG)

Drill Down Earnings, Ep. 188: Datadog Q2 earnings essentials ($DDOG)

Instant analysis of Datadog ($DDOG) Q2 earnings, as we hear from CEO Olivier Pomel. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Datadog#Earnings@Datadog$DDOG#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 8, 2024 • 6:17

Drill Down Earnings, Ep. 187: Applovin Q2 earnings essentials ($APP)

Drill Down Earnings, Ep. 187: Applovin Q2 earnings essentials ($APP)

Instant analysis of Applovin ($APP) Q2 earnings, as we hear from CEO Adam Foroughi. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Applovin#Earnings@Applovin$APP#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 8, 2024 • 4:57

Drill Down Earnings, Ep. 186: IONQ Q2 earnings essentials ($IONQ)

Drill Down Earnings, Ep. 186: IONQ Q2 earnings essentials ($IONQ)

Instant analysis of IONQ ($IONQ) Q2 earnings, as we hear from CEO Peter Chapman. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#IONQ#Earnings@IONQ$IONQ#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 7, 2024 • 6:28

Drill Down Earnings, Ep. 185: HubSpot Q2 earnings essentials ($HUBS)

Drill Down Earnings, Ep. 185: HubSpot Q2 earnings essentials ($HUBS)

Instant analysis of HubSpot ($HUBS) Q2 earnings, as we hear from CEO Yamini Rangan.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#HubSpot#Earnings@HubSpot$HUBS#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 7, 2024 • 5:35

Drill Down Earnings, Ep. 184: Shopify Q2 earnings essentials ($SHOP)

Drill Down Earnings, Ep. 184: Shopify Q2 earnings essentials ($SHOP)

Instant analysis of Shopify ($SHOP) Q2 earnings, as we hear from CEO Tobi Lutke.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Shopify#Earnings@Shopify$SHOP#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 7, 2024 • 7:25

Drill Down Earnings, Ep. 183: Rivian Automotive Q2 earnings essentials ($RIVN)

Drill Down Earnings, Ep. 183: Rivian Automotive Q2 earnings essentials ($RIVN)

Instant analysis of Rivian Automotive ($RIVN) Q2 earnings, as we hear from CEO RJ Scaringe.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Rivian Automotive#Earnings@Rivian Automotive$RIVN#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adc

Aug 7, 2024 • 4:35

Drill Down Earnings, Ep. 182: Super Micro Computer Q2 earnings essentials ($SMCI)

Drill Down Earnings, Ep. 182: Super Micro Computer Q2 earnings essentials ($SMCI)

Instant analysis of Super Micro Computer ($SMCI) Q2 earnings, as we hear from CEO Charles Liang. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Super Micro Computer#Earnings@Super Micro Computer$SMCI#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit mega

Aug 7, 2024 • 4:41

Drill Down Earnings, Ep. 181: Fortinet Q2 earnings essentials ($FTNT)

Drill Down Earnings, Ep. 181: Fortinet Q2 earnings essentials ($FTNT)

Instant analysis of Fortinet ($FTNT) Q2 earnings, as we hear from CFO Keith JensenMore than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Fortinet#Earnings@Fortinet$FTNT#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 6, 2024 • 5:34

Drill Down Earnings, Ep. 180: Globalfoundries Q2 earnings essentials ($GFS)

Drill Down Earnings, Ep. 180: Globalfoundries Q2 earnings essentials ($GFS)

Instant analysis of Globalfoundries ($GFS) Q2 earnings, as we hear from CEO Thomas Caulfield.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Globalfoundries#Earnings@Globalfoundries$GFS#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoi

Aug 6, 2024 • 5:01

Drill Down Earnings, Ep. 179: Uber Technologies Q2 earnings essentials ($UBER)

Drill Down Earnings, Ep. 179: Uber Technologies Q2 earnings essentials ($UBER)

Instant analysis of Uber Technologies ($UBER) Q2 earnings, as we hear from CEO Dara Khosrowshahi.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Uber Technologies#Earnings@Uber Technologies$UBER#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.

Aug 6, 2024 • 4:21

Drill Down Earnings, Ep. 178: Palantir Technologies Q2 earnings essentials ($PLTR)

Drill Down Earnings, Ep. 178: Palantir Technologies Q2 earnings essentials ($PLTR)

Instant analysis of Palantir Technologies ($PLTR) Q2 earnings, as we hear from Futurum Group analyst Steven Dickens.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Palantir Technologies#Earnings@Palantir Technologies$PLTR#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your a

Aug 6, 2024 • 4:32

Drill Down Earnings, Ep. 177: Lucid Group Q2 earnings essentials ($LCID)

Drill Down Earnings, Ep. 177: Lucid Group Q2 earnings essentials ($LCID)

Instant analysis of Lucid Group ($LCID) Q2 earnings, as we hear from CEO Peter Rawlinson. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Lucid Group#Earnings@Lucid Group$LCID#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 6, 2024 • 4:38

Drill Down Earnings, Ep. 176: Twilio Q2 earnings essentials ($TWLO)

Drill Down Earnings, Ep. 176: Twilio Q2 earnings essentials ($TWLO)

Instant analysis of Twilio ($TWLO) Q2 earnings, as we hear from CEO Khozema Shipchandler.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Twilio#Earnings@Twilio$TWLO#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 2, 2024 • 5:18

Drill Down Earnings, Ep. 175: Cloudflare Q2 earnings essentials ($NET)

Drill Down Earnings, Ep. 175: Cloudflare Q2 earnings essentials ($NET)

Instant analysis of Cloudflare ($NET) Q2 earnings, as we hear from CEO Matthew Prince.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Cloudflare#Earnings@Cloudflare$NET#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 2, 2024 • 6:00

Drill Down Earnings, Ep. 174: Snap Q2 earnings essentials ($SNAP)

Drill Down Earnings, Ep. 174: Snap Q2 earnings essentials ($SNAP)

Instant analysis of Snap ($SNAP) Q2 earnings, as we hear from CEO Evan Spiegel.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Snap#Earnings@Snap$SNAP#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 2, 2024 • 6:15

Drill Down Earnings, Ep. 173: Amazon.com Q2 earnings essentials ($AMZN)

Drill Down Earnings, Ep. 173: Amazon.com Q2 earnings essentials ($AMZN)

Instant analysis of Amazon.com ($AMZN) Q2 earnings, as we hear from CEO Andy Jassy.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Amazon.com#Earnings@Amazon.com$AMZN#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 1, 2024 • 5:42

Drill Down Earnings, Ep. 172: Intel Q2 earnings essentials ($INTC)

Drill Down Earnings, Ep. 172: Intel Q2 earnings essentials ($INTC)

Instant analysis of Intel ($INTC) Q2 earnings, as we hear from CEO Pat Gelsinger.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Intel#Earnings@Intel$INTC#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 1, 2024 • 6:14

Drill Down Earnings, Ep. 171: Apple Q2 earnings essentials ($AAPL)

Drill Down Earnings, Ep. 171: Apple Q2 earnings essentials ($AAPL)

Instant analysis of Apple ($AAPL) Q2 earnings, as we hear from CEO Tim Cook.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Apple#Earnings@Apple$AAPL#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 1, 2024 • 6:21

Drill Down Earnings, Ep. 170: Mobileye Global Q2 earnings essentials ($MBLY)

Drill Down Earnings, Ep. 170: Mobileye Global Q2 earnings essentials ($MBLY)

Instant analysis of Mobileye Global ($MBLY) Q2 earnings, as we hear from CEO Prof. Amnon Shashua.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Mobileye Global#Earnings@Mobileye Global$MBLY#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/a

Aug 1, 2024 • 5:57

Drill Down Earnings, Ep. 169: Lam Research Q4 earnings essentials ($LRCX)

Drill Down Earnings, Ep. 169: Lam Research Q4 earnings essentials ($LRCX)

Instant analysis of Lam Research ($LRCX) Q4 earnings, as we hear from CEO Timothy Archer.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Lam Research#Earnings@Lam Research$LRCX#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 1, 2024 • 7:06

Drill Down Earnings, Ep. 168: Arm PLC Q2 earnings essentials ($ARM)

Drill Down Earnings, Ep. 168: Arm PLC Q2 earnings essentials ($ARM)

Instant analysis of Arm PLC ($ARM) Q2 earnings, as we hear from CEO Rene Haas.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Arm PLC#Earnings@Arm PLC$ARM#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 31, 2024 • 6:04

Drill Down Earnings, Ep. 167: Meta Platforms Q2 earnings essentials ($META)

Drill Down Earnings, Ep. 167: Meta Platforms Q2 earnings essentials ($META)

Instant analysis of Meta Platforms ($META) Q2 earnings, as we hear from CEO Mark Zuckerberg.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Meta Platforms#Earnings@Meta Platforms$META#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoice

Jul 31, 2024 • 6:58

Drill Down Earnings, Ep. 166: Qualcomm Q3 earnings essentials ($QCOM)

Drill Down Earnings, Ep. 166: Qualcomm Q3 earnings essentials ($QCOM)

Instant analysis of Qualcomm ($QCOM) Q3 earnings, as we hear from CEO Cristiano Amon.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Qualcomm#Earnings@Qualcomm$QCOM#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 31, 2024 • 4:45

Drill Down Earnings, Ep. 165: Western Digital Q2 earnings essentials ($WDC)

Drill Down Earnings, Ep. 165: Western Digital Q2 earnings essentials ($WDC)

Instant analysis of Western Digital ($WDC) Q2 earnings, as we hear from CEO David Goeckeler.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Western Digital#Earnings@Western Digital$WDC#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoic

Jul 31, 2024 • 5:47

Drill Down Earnings, Ep. 164: Microsoft Q4 earnings essentials ($MSFT)

Drill Down Earnings, Ep. 164: Microsoft Q4 earnings essentials ($MSFT)

Instant analysis of Microsoft ($MSFT) Q4 earnings, as we hear from CEO Satya Nadella.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Microsoft#Earnings@Microsoft$MSFT#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 31, 2024 • 6:57

Drill Down Earnings, Ep. 163: AMD Q2 earnings essentials ($AMD)

Drill Down Earnings, Ep. 163: AMD Q2 earnings essentials ($AMD)

Instant analysis of AMD ($AMD) Q2 earnings, as we hear from CEO Lisa Su.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#AMD#Earnings@AMD$AMD#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 30, 2024 • 5:29

Drill Down Earnings, Ep. 162: Arista Networks Q2 earnings essentials ($ANET)

Drill Down Earnings, Ep. 162: Arista Networks Q2 earnings essentials ($ANET)

Instant analysis of Arista Networks ($ANET) Q2 earnings, as we hear from CEO Jayshree Ullal.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Arista Networks#Earnings@Arista Networks$ANET#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoi

Jul 30, 2024 • 5:20

Drill Down Earnings, Ep. 161: Gartner Q2 earnings essentials ($IT).

Drill Down Earnings, Ep. 161: Gartner Q2 earnings essentials ($IT).

Instant analysis of Gartner ($IT) Q2 earnings, as we hear from CEO Gene Hall.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Gartner#Earnings@Gartner$IT#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 30, 2024 • 4:52

Drill Down Earnings, Ep. 160: PayPal Q2 earnings essentials ($PYPL)

Drill Down Earnings, Ep. 160: PayPal Q2 earnings essentials ($PYPL)

Instant analysis of PayPal ($PYPL) Q2 earnings, as we hear from CEO Alex Chriss.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#PayPal#Earnings@PayPal$PYPL#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 30, 2024 • 4:28

Drill Down Earnings, Ep. 159: Lattice Semiconductor Q2 earnings essentials ($LSCC)

Drill Down Earnings, Ep. 159: Lattice Semiconductor Q2 earnings essentials ($LSCC)

Instant analysis of Lattice Semiconductor ($LSCC) Q2 earnings, as we hear from interim CEO Esam Elashmawi.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#LatticeSemiconductor#Earnings@Lattice Semiconductor$LSCC#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices.

Jul 30, 2024 • 5:33

Drill Down Earnings, Ep. 158: F5 Q3 earnings essentials ($FFIV)

Drill Down Earnings, Ep. 158: F5 Q3 earnings essentials ($FFIV)

Instant analysis of F5 ($FFIV) Q3 earnings, as we hear from CEO François Locoh-Donou.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#F5#Earnings@F5$FFIV#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 29, 2024 • 6:14

Drill Down Earnings, Ep. 157: ON Semiconductor Q2 earnings essentials ($ON)

Drill Down Earnings, Ep. 157: ON Semiconductor Q2 earnings essentials ($ON)

Instant analysis of ON Semiconductor ($ON) Q2 earnings, as we hear from CEO Hassane El-Khoury.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#ON Semiconductor#Earnings@ON Semiconductor$ON#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adch

Jul 29, 2024 • 5:49

Drill Down Earnings, Ep. 156: Comfort Systems Q2 earnings essentials ($FIX)

Drill Down Earnings, Ep. 156: Comfort Systems Q2 earnings essentials ($FIX)

Instant analysis of Comfort Systems ($FIX) Q2 earnings, as we hear from CEO Brian Lane.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Comfort Systems#Earnings@Comfort Systems$FIX#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 26, 2024 • 5:28

Drill Down Earnings, Ep. 155: Teradyne Q2 earnings essentials ($TER)

Drill Down Earnings, Ep. 155: Teradyne Q2 earnings essentials ($TER)

Instant analysis of Teradyne ($TER) Q2 earnings, as we hear from CEO Greg Smith.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Teradyne#Earnings@Teradyne$TER#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 25, 2024 • 7:28

Drill Down Earnings, Ep. 154 : KLA Q4 earnings essentials ($KLAC)

Drill Down Earnings, Ep. 154 : KLA Q4 earnings essentials ($KLAC)

Instant analysis of KLA ($KLAC) Q4 earnings, as we hear from CEO Rick Wallace.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#KLA#Earnings@KLA$KLAC#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 25, 2024 • 6:05

Drill Down Earnings, Ep. 152: ServiceNow Q2 earnings essentials ($NOW)

Drill Down Earnings, Ep. 152: ServiceNow Q2 earnings essentials ($NOW)

Instant analysis of ServiceNow ($NOW) Q2 earnings, as we hear from CEO Bill McDermott.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#ServiceNow#Earnings@ServiceNow$NOW#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 25, 2024 • 7:06

Drill Down Earnings, Ep. 153: IBM Q2 earnings essentials ($IBM)

Drill Down Earnings, Ep. 153: IBM Q2 earnings essentials ($IBM)

Instant analysis of IBM ($IBM) Q2 earnings, as we hear from CEO CEONAMETK.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#IBM#Earnings@IBM$IBM#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 25, 2024 • 6:32

Drill Down Earnings, Ep. 151: Vertiv Q2 earnings essentials ($VRT)

Drill Down Earnings, Ep. 151: Vertiv Q2 earnings essentials ($VRT)

Instant analysis of Vertiv ($VRT) Q2 earnings, as we hear from CEO Giordano Albertazzi.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Vertiv#Earnings@Vertiv$VRT#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 24, 2024 • 5:23

Drill Down Earnings, Ep. 150: Texas Instruments Q2 earnings essentials ($TXN)

Drill Down Earnings, Ep. 150: Texas Instruments Q2 earnings essentials ($TXN)

Instant analysis of Texas Instruments ($TXN) Q2 earnings, as we hear from CEO Haviv Ilan.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Texas Instruments#Earnings@Texas Instruments$TXN#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoi

Jul 24, 2024 • 5:18

Drill Down Earnings, Ep. 149: Alphabet Q2 earnings essentials ($GOOG)

Drill Down Earnings, Ep. 149: Alphabet Q2 earnings essentials ($GOOG)

Instant analysis of Alphabet ($GOOG) Q2 earnings, as we hear from CEO Sundar Pichai.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Alphabet#Earnings@Alphabet$GOOG#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 23, 2024 • 5:53

Drill Down Earnings, Ep. 148: Tesla Q2 earnings essentials ($TSLA)

Drill Down Earnings, Ep. 148: Tesla Q2 earnings essentials ($TSLA)

Instant analysis of Tesla ($TSLA) Q2 earnings, as we hear from CEO Elon Musk.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Tesla#Earnings@Tesla$TSLA#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 23, 2024 • 5:41

Drill Down Earnings, Ep. 147: Spotify Q2 earnings essentials ($SPOT)

Drill Down Earnings, Ep. 147: Spotify Q2 earnings essentials ($SPOT)

Instant analysis of Spotify ($SPOT) Q2 earnings, as we hear from CEO Daniel Ek.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Spotify#Earnings@Spotify$SPOT#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 23, 2024 • 5:56

Drill Down Earnings, Ep. 145: SAP Q2 earnings essentials ($SAP)

Drill Down Earnings, Ep. 145: SAP Q2 earnings essentials ($SAP)

Instant analysis of SAP ($SAP) Q2 earnings, as we hear from CEO Christian Klein.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#SAP#Earnings@SAP$SAP#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 23, 2024 • 4:49

Drill Down Earnings, Ep. 146: NXP Semiconductors Q1 earnings essentials ($NXPI)

Drill Down Earnings, Ep. 146: NXP Semiconductors Q1 earnings essentials ($NXPI)

Instant analysis of NXP Semiconductors ($NXPI) Q1 earnings, as we hear from CEO Kurt Sievers.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#NXP Semiconductors#Earnings@NXP Semiconductors$NXPI#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm

Jul 23, 2024 • 5:49

Drill Down Earnings, Ep. 144: Cadence Design Systems Q2 earnings essentials ($CDNS)

Drill Down Earnings, Ep. 144: Cadence Design Systems Q2 earnings essentials ($CDNS)

Instant analysis of Cadence Design Systems ($CDNS) Q2 earnings, as we hear from CEO Anirudh Devgan.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Cadence Design Systems#Earnings@Cadence Design Systems$CDNS#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visi

Jul 22, 2024 • 5:22

Drill Down Earnings, Ep. 143: Netflix Q2 earnings essentials ($NFLX)

Drill Down Earnings, Ep. 143: Netflix Q2 earnings essentials ($NFLX)

Instant analysis of Netflix ($NFLX) Q2 earnings, as we hear from CEO Ted Sarandos.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Netflix#Earnings@Netflix$NFLX#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 18, 2024 • 6:33

Drill Down Earnings, Ep. 142: Nokia Q2 earnings essentials ($NOK)

Drill Down Earnings, Ep. 142: Nokia Q2 earnings essentials ($NOK)

Instant analysis of Nokia ($NOK) Q2 earnings, as we hear from CEO Pekka Lundmark.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Nokia#Earnings@Nokia$NOK#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod@SixFiveMedia Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 18, 2024 • 5:54

Drill Down Earnings, Ep. 141: Taiwan Semiconductor Manufacturing Q2 earnings essentials ($TSM)

Drill Down Earnings, Ep. 141: Taiwan Semiconductor Manufacturing Q2 earnings essentials ($TSM)

Instant analysis of Taiwan Semiconductor Manufacturing ($TSM) Q2 earnings, as we hear from CEO C.C. Wei.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Taiwan Semiconductor Manufacturing#Earnings@Taiwan Semiconductor Manufacturing$TSM#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more

Jul 18, 2024 • 7:08

Drill Down Earnings, Ep. 140: ASML Q2 earnings essentials ($ASML)

Drill Down Earnings, Ep. 140: ASML Q2 earnings essentials ($ASML)

Instant analysis of ASML ($ASML) Q2 earnings, and we hear directly from CEO Christophe Forquet.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#ASML#Earnings@ASML$ASML#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 17, 2024 • 7:41

Drill Down Earnings, Ep. 139: Micron Technology Q3 earnings essentials ($MU)

Drill Down Earnings, Ep. 139: Micron Technology Q3 earnings essentials ($MU)

Instant analysis of Micron Technology ($MU) Q3 earnings, as we hear from CEO Sanjay Mehrotra.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Micron Technology#Earnings@Micron Technology$MU#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adc

Jun 26, 2024 • 6:42

Drill Down Earnings, Ep. 138: Adobe Q2 earnings essentials ($ADBE)

Drill Down Earnings, Ep. 138: Adobe Q2 earnings essentials ($ADBE)

Instant analysis of Adobe ($ADBE) Q2 earnings, as we hear from CEO Shantanu Narayen. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Adobe #Earnings @Adobe $ADBE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 19, 2024 • 5:15

Drill Down Earnings, Ep. 137: Broadcom Q2 earnings essentials ($AVGO)

Drill Down Earnings, Ep. 137: Broadcom Q2 earnings essentials ($AVGO)

Instant analysis of Broadcom ($AVGO) Q2 earnings, as we hear from CEO Hock Tan.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Broadcom#Earnings@Broadcom$AVGO#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 13, 2024 • 6:17

Drill Down Earnings, Ep. 136: Oracle Q4 2024 earnings essentials ($ORCL)

Drill Down Earnings, Ep. 136: Oracle Q4 2024 earnings essentials ($ORCL)

Instant analysis of Oracle ($ORCL) Q4 2024 earnings, as we hear from CEO chief technology officer and founder Larry Ellison. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Oracle #Earnings @Oracle $ORCL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad

Jun 12, 2024 • 6:51

Ep. 249:  Elastic CEO Ash Kulkarni, Crowdstrike, Lululemon and Hewlett Packard Enterprise

Ep. 249: Elastic CEO Ash Kulkarni, Crowdstrike, Lululemon and Hewlett Packard Enterprise

Our big interview with Elastic CEO Ash Kulkarni (ESTC). Also Crowdstrike (CRWD) masters cyber security, Lululemon (LULU) wrestles with inventory and the parable of the Everywhere Belt Bag, and Hewlett Packard Enterprise (HPE) rides liquid cooling to server success. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a

Jun 7, 2024 • 29:46

Drill Down Earnings, Ep. 135: Docusign Q1 earnings essentials ($DOCU)

Drill Down Earnings, Ep. 135: Docusign Q1 earnings essentials ($DOCU)

Instant analysis of Docusign ($DOCU) Q1 earnings, as we hear from CEO Allan Thygesen. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Docusign #Earnings @Docusign $DOCU #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoice

Jun 7, 2024 • 6:19

Drill Down Earnings, Ep. 134: Smartsheet Q1 earnings essentials ($SMAR)

Drill Down Earnings, Ep. 134: Smartsheet Q1 earnings essentials ($SMAR)

Instant analysis of Smartsheet ($SMAR) Q1 earnings, as we hear from CEO Mark Mader. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Smartsheet #Earnings @Smartsheet $SMAR #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adch

Jun 6, 2024 • 5:29

Drill Down Earnings, Ep. 133: Hewlett Packard Enterprise Q2 earnings essentials ($HPE)

Drill Down Earnings, Ep. 133: Hewlett Packard Enterprise Q2 earnings essentials ($HPE)

Instant analysis of Hewlett Packard Enterprise ($HPE) Q2 earnings, as we hear from CEO Antonio Neri. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Hewlett Packard Enterprise #Earnings @Hewlett Packard Enterprise $HPE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn mor

Jun 5, 2024 • 5:34

Drill Down Earnings, Ep. 132: Crowdstrike Q1 earnings essentials ($CRWD)

Drill Down Earnings, Ep. 132: Crowdstrike Q1 earnings essentials ($CRWD)

Instant analysis of Crowdstrike ($CRWD) Q1 earnings, as we hear from CEO George Kurtz.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Crowdstrike#Earnings@Crowdstrike$CRWD#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 5, 2024 • 5:47

Drill Down Earnings, Ep. 131: Dell Q1 earnings essentials ($DELL)

Drill Down Earnings, Ep. 131: Dell Q1 earnings essentials ($DELL)

Instant analysis of Dell ($DELL) Q1 earnings, as we hear from CFO Jeffrey Clarke. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Dell #Earnings @Dell $DELL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

May 31, 2024 • 6:09

Drill Down Earnings, Ep. 130: Elastic Q4 earnings essentials ($ESTC)

Drill Down Earnings, Ep. 130: Elastic Q4 earnings essentials ($ESTC)

Instant analysis of Elastic ($ESTC) Q4 earnings, as we hear from CEO Ashutosh Kulkarni.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Elastic#Earnings@Elastic$ESTC#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

May 31, 2024 • 5:33

Drill Down Earnings, Ep. 129: Veeva Systems Q1 earnings essentials ($VEEV)

Drill Down Earnings, Ep. 129: Veeva Systems Q1 earnings essentials ($VEEV)

Instant analysis of Veeva Systems ($VEEV) Q1 earnings, as we hear from CEO Peter Gassner. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Veeva Systems #Earnings @Veeva Systems $VEEV #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaph

May 31, 2024 • 5:45

Drill Down Earnings, Ep. 128: Mongodb Q1 earnings essentials ($MDB)

Drill Down Earnings, Ep. 128: Mongodb Q1 earnings essentials ($MDB)

Instant analysis of Mongodb ($MDB) Q1 earnings, as we hear from CEO Dev Ittycheria. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Mongodb #Earnings @Mongodb $MDB #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

May 31, 2024 • 4:37

Drill Down Earnings, Ep. 127: Zscaler Q3 earnings essentials ($ZS)

Drill Down Earnings, Ep. 127: Zscaler Q3 earnings essentials ($ZS)

Instant analysis of Zscaler ($ZS) Q3 earnings, as we hear from CEO Jay Chaudhry. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Zscaler #Earnings @Zscaler $ZS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

May 30, 2024 • 5:46

Drill Down Earnings, Ep. 126: Marvell Technology Q1 earnings essentials ($MRVL)

Drill Down Earnings, Ep. 126: Marvell Technology Q1 earnings essentials ($MRVL)

Instant analysis of Marvell Technology ($MRVL) Q1 earnings, as we hear from CEO Matt Murphy. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #MarvellTechnology #Earnings @Marvell Technology $MRVL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices.

May 30, 2024 • 4:31

Drill Down Earnings, Ep. 125: Okta Q1 earnings essentials ($OKTA)

Drill Down Earnings, Ep. 125: Okta Q1 earnings essentials ($OKTA)

Instant analysis of Okta ($OKTA) Q1 earnings, as we hear from CEO Todd McKinnon. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Okta #Earnings @Okta $OKTA #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

May 30, 2024 • 5:03

Drill Down Earnings, Ep. 124: HP Q2 earnings essentials ($HPQ)

Drill Down Earnings, Ep. 124: HP Q2 earnings essentials ($HPQ)

Instant analysis of HP ($HPQ) Q2 earnings, as we hear from CEO Enrique Lores. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #HP #Earnings @HP $HPQ #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

May 30, 2024 • 5:29

Drill Down Earnings, Ep. 123: C3.ai Q4 earnings essentials ($AI)

Drill Down Earnings, Ep. 123: C3.ai Q4 earnings essentials ($AI)

Instant analysis of C3.ai ($AI) Q4 earnings, as we hear from CEO Tom Siebel.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#C3.ai#Earnings@C3.ai$AI#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

May 29, 2024 • 6:08

Drill Down Earnings, Ep. 122: Salesforce Q1 earnings essentials ($CRM)

Drill Down Earnings, Ep. 122: Salesforce Q1 earnings essentials ($CRM)

Instant analysis of Salesforce ($CRM) Q1 earnings, as we hear from CEO Marc Benioff.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Salesforce#Earnings@Salesforce$CRM#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

May 29, 2024 • 7:09

Drill Down Earnings, Ep. 121: Intuit Q2 earnings essentials ($INTU)

Drill Down Earnings, Ep. 121: Intuit Q2 earnings essentials ($INTU)

Instant analysis of Intuit ($INTU) Q2 earnings, as we hear from CEO Sasan Goodarzi. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Intuit #Earnings @Intuit $INTU #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

May 24, 2024 • 4:47

Drill Down Earnings, Ep. 120: Workday Q1 2025 earnings essentials ($WDAY)

Drill Down Earnings, Ep. 120: Workday Q1 2025 earnings essentials ($WDAY)

Instant analysis of Workday ($WDAY) Q1 2025 earnings, as we hear from CEO Carl Eschenbach.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Workday#Earnings@Workday$WDAY#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

May 23, 2024 • 5:37

Drill Down Earnings, Ep. 119: Snowflake Q1 2025 earnings essentials ($SNOW)

Drill Down Earnings, Ep. 119: Snowflake Q1 2025 earnings essentials ($SNOW)

Instant analysis of Snowflake ($SNOW) Q1 2025 earnings, as we hear from CEO Sridhar Ramaswamy. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Snowflake #Earnings @Snowflake $SNOW #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphon

May 23, 2024 • 5:46

Drill Down Earnings, Ep. 118: NVIDIA Q1 earnings essentials ($NVDA).

Drill Down Earnings, Ep. 118: NVIDIA Q1 earnings essentials ($NVDA).

Instant analysis of NVIDIA ($NVDA) Q1 earnings, as we hear from CEO Jensen Huang. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #NVIDIA #Earnings @NVIDIA $NVDA #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

May 23, 2024 • 8:07

Drill Down Earnings, Ep. 117: Synopsys Q2 earnings essentials ($SNPS)

Drill Down Earnings, Ep. 117: Synopsys Q2 earnings essentials ($SNPS)

Instant analysis of Synopsys ($SNPS) Q2 earnings, as we hear from CEO CFO Shelagh Glaser. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Synopsys #Earnings @Synopsys $SNPS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adc

May 23, 2024 • 6:12

Drill Down Earnings, Ep. 116: Analog Devices Q2 earnings essentials ($ADI)

Drill Down Earnings, Ep. 116: Analog Devices Q2 earnings essentials ($ADI)

Instant analysis of Analog Devices ($ADI) Q2 earnings, as we hear from CEO Vincent Roche. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Analog Devices #Earnings @Analog Devices $ADI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megap

May 22, 2024 • 6:01

Drill Down Earnings, Ep. 115: Zoom Video Communications Q1 earnings essentials ($ZM)

Drill Down Earnings, Ep. 115: Zoom Video Communications Q1 earnings essentials ($ZM)

Instant analysis of Zoom Video Communications ($ZM) Q1 earnings, as we hear from CEO Eric Yuan. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Zoom Video Communications #Earnings @Zoom Video Communications $ZM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about

May 21, 2024 • 5:43

Drill Down Earnings, Ep. 114: Palo Alto Networks Q3 earnings essentials ($PANW)

Drill Down Earnings, Ep. 114: Palo Alto Networks Q3 earnings essentials ($PANW)

Instant analysis of Palo Alto Networks ($PANW) Q3 earnings, as we hear from CEO Nikesh Arora.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#paloaltonetworks #earnings $PANW#technology #software #cloudcomputing #chips #ai #artificialintelligencesociety #semiconductors #stocks #trading #business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/a

May 21, 2024 • 5:59

Drill Down Earnings, Ep. 113: Applied Materials Q2 earnings essentials ($AMAT)

Drill Down Earnings, Ep. 113: Applied Materials Q2 earnings essentials ($AMAT)

Instant analysis of Applied Materials ($AMAT) Q2 earnings, as we hear from CEO Gary Dickerson. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Gary Dickerson #Earnings @Gary Dickerson $AMAT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit

May 16, 2024 • 5:54

Drill Down Earnings, Ep. 112: Cisco Systems Fiscal Q3 earnings essentials ($CSCO)

Drill Down Earnings, Ep. 112: Cisco Systems Fiscal Q3 earnings essentials ($CSCO)

Instant analysis of Cisco Systems ($CSCO) Fiscal Q3 earnings, as we hear from CEO Chuck Robbins. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Cisco Systems #Earnings @Cisco Systems $CSCO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit

May 15, 2024 • 4:34

Ep. 248:  PegaSystems CEO Alan Trefler, Rivian Automotive, Arista Networks and ARM Holdings

Ep. 248: PegaSystems CEO Alan Trefler, Rivian Automotive, Arista Networks and ARM Holdings

Our big interview with PegaSystems CEO Alan Trefler (PEGA). Also Rivian Automotive (RIVN) takes a fast walk down a short pier, Arista Networks (ANET) targets Cisco (CSCO), and ARM Holdings (ARM) leans on mobile as it plots for #AI. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most impo

May 13, 2024 • 30:12

Drill Down Earnings, Ep. 111: SoundHound Q1 earnings essentials ($SOUN)

Drill Down Earnings, Ep. 111: SoundHound Q1 earnings essentials ($SOUN)

Instant analysis of SoundHound ($SOUN) Q1 earnings, as we hear from CEO Keyvan Mohajer. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #SoundHound #Earnings @SoundHound $SOUN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/

May 9, 2024 • 5:53

Drill Down Earnings, Ep. 110: ARM Holdings The end of their fiscal year Q4 2024 earnings essentials ($ARM)

Drill Down Earnings, Ep. 110: ARM Holdings The end of their fiscal year Q4 2024 earnings essentials ($ARM)

Instant analysis of ARM Holdings ($ARM) The end of their fiscal year Q4 2024 earnings, as we hear from CFO Jason Child. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #ARM Holdings #Earnings @ARM Holdings $ARM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about y

May 9, 2024 • 7:20

Drill Down Earnings, Ep. 109: Shopify Q1 earnings essentials ($SHOP)

Drill Down Earnings, Ep. 109: Shopify Q1 earnings essentials ($SHOP)

Instant analysis of Shopify ($SHOP) Q1 earnings, as we hear from CEO CFO Jeff Hoffmeister. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Shopify #Earnings @Shopify $SHOP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adc

May 8, 2024 • 4:52

Drill Down Earnings, Ep. 108: Uber Q1 earnings essentials ($UBER)

Drill Down Earnings, Ep. 108: Uber Q1 earnings essentials ($UBER)

Instant analysis of Uber ($UBER) Q1 earnings, as we hear from CEO Dara Khosrowshahi. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Uber #Earnings @Uber $UBER #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

May 8, 2024 • 6:34

Drill Down Earnings, Ep. 107: Twillio Q1 earnings essentials ($TWLO)

Drill Down Earnings, Ep. 107: Twillio Q1 earnings essentials ($TWLO)

Instant analysis of Twillio ($TWLO) Q1 earnings, as we hear from CEO Khozema Shipchandler. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Twillio #Earnings @Twillio $TWLO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adc

May 8, 2024 • 5:12

Drill Down Earnings, Ep. 105: Rivian Q1 earnings essentials ($RIVN)

Drill Down Earnings, Ep. 105: Rivian Q1 earnings essentials ($RIVN)

Instant analysis of Rivian ($RIVN) Q1 earnings, as we hear from CEO and Founder R.J. Caringe . More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Rivian #Earnings @Rivian $RIVN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/ad

May 8, 2024 • 6:22

Drill Down Earnings, Ep. 106: Arista Networks Q1 earnings essentials ($ANET)

Drill Down Earnings, Ep. 106: Arista Networks Q1 earnings essentials ($ANET)

Instant analysis of Arista Networks ($ANET) Q1 earnings, as we hear from CEO Jayshree Ullal. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Arista Networks #Earnings @Arista Networks $ANET #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visi

May 8, 2024 • 7:14

Drill Down Earnings, Ep. 104: Datadog Q1 earnings essentials ($DDOG)

Drill Down Earnings, Ep. 104: Datadog Q1 earnings essentials ($DDOG)

Instant analysis of Datadog ($DDOG) Q1 earnings, as we hear from CEO Olivier Pomel. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Datadog #Earnings @Datadog $DDOG #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

May 7, 2024 • 5:18

Coherent Q3 earnings essentials ($COHR). Drill Down Earnings, Ep. 103

Coherent Q3 earnings essentials ($COHR). Drill Down Earnings, Ep. 103

Instant analysis of Coherent ($COHR) Q3 earnings, as we hear from Coherent EVP Datacom Transceivers, Lee Xu on the triumph of 800Gbs optical transceivers. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Coherent #Earnings @Coherent $COHR #Technology #Lasers #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Busines

May 7, 2024 • 7:39

Drill Down Earnings, Ep. 102: Microchip Q4 earnings essentials ($MCHP)

Drill Down Earnings, Ep. 102: Microchip Q4 earnings essentials ($MCHP)

Instant analysis of Microchip ($MCHP) Q4 earnings, as we hear from CEO Ganesh Moorthy. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Microchip #Earnings @Microchip $MCHP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adc

May 7, 2024 • 5:36

Drill Down Earnings, Ep. 101: Lucid Group Q1 earnings essentials ($LCID)

Drill Down Earnings, Ep. 101: Lucid Group Q1 earnings essentials ($LCID)

Lucid Group ($LCID) Q1 earnings – will the company go broke? We hear from CEO Peter Rawlinson. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Lucid Group #Earnings @Lucid Group $LCID #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod #ElectricCar #Tesla #EV #SUV Learn more about

May 7, 2024 • 6:05

Drill Down Earnings, Ep. 100: Lumentum Q3 earnings essentials ($LITE)

Drill Down Earnings, Ep. 100: Lumentum Q3 earnings essentials ($LITE)

Instant analysis of Lumentum ($LITE) Q3 earnings, as we hear from CEO Alan Lowe. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Lumentum #Earnings @Lumentum $LITE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

May 6, 2024 • 6:37

Drill Down Earnings, Ep. 99: Apple Q1 earnings essentials ($AAPL)

Drill Down Earnings, Ep. 99: Apple Q1 earnings essentials ($AAPL)

Instant analysis of Apple ($AAPL) Q1 earnings, as we hear from CEO Tim Cook. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Apple #Earnings @Apple $AAPL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

May 3, 2024 • 7:35

Drill Down Earnings, Ep. 98: Cloudflare Q1 earnings essentials ($NET)

Drill Down Earnings, Ep. 98: Cloudflare Q1 earnings essentials ($NET)

Instant analysis of Cloudflare ($NET) Q1 earnings, as we hear from CEO Matt Prince. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Cloudflare #Earnings @Cloudflare $NET #Technology #Software #CloudComputing #CyberSecurity #Security #AI #ArtificialIntelligence #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adch

May 3, 2024 • 6:08

Drill Down Earnings, Ep. 97: Block Q1 earnings essentials ($SQ)

Drill Down Earnings, Ep. 97: Block Q1 earnings essentials ($SQ)

Instant analysis of Block ($SQ) Q1 earnings, as we hear from CEO Jack Dorsey. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Block #Earnings @Block $SQ #Technology #Payments #CloudComputing #Chips #Fintech #Crypto #Bitcoin #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

May 3, 2024 • 5:38

Drill Down Earnings, Ep. 96: Fortinet Q1 earnings essentials ($FTNT)

Drill Down Earnings, Ep. 96: Fortinet Q1 earnings essentials ($FTNT)

Instant analysis of Fortinet ($FTNT) Q1 earnings, as we hear from CEO Ken Xie. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Fortinet #Earnings @Fortinet $FTNT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

May 3, 2024 • 5:26

Drill Down Earnings, Ep. 95: Paycom Q1 earnings essentials ($PAYC)

Drill Down Earnings, Ep. 95: Paycom Q1 earnings essentials ($PAYC)

Analysis of Paycom ($PAYC) Q1 earnings, as we hear from Chad Richison, founder and CEO. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Paycom #Earnings @Paycom $PAYC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoice

May 2, 2024 • 4:59

Drill Down Earnings, Ep. 94: Informatica Q1 earnings essentials ($INFA)

Drill Down Earnings, Ep. 94: Informatica Q1 earnings essentials ($INFA)

Instant analysis of Informatica ($INFA) Q1 earnings, as we hear from CEO Amit Walia. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Informatica #Earnings @Informatica $INFA #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/ad

May 2, 2024 • 5:18

Drill Down Earnings, Ep. 93: A quick look at Qualcomm ($QCOM) and its Q2 earnings report

Drill Down Earnings, Ep. 93: A quick look at Qualcomm ($QCOM) and its Q2 earnings report

A rapid-fire, insightful look at breaking earnings from Qualcomm ($QCOM) as we hear from CEO  Cristiano Amon. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Qualcomm #Earnings @Qualcomm $QCOM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. V

May 1, 2024 • 5:33

Drill Down Earnings, Ep. 92: A quick look at Amazon.com ($AMZN) and its Q1 earnings report

Drill Down Earnings, Ep. 92: A quick look at Amazon.com ($AMZN) and its Q1 earnings report

A rapid-fire, insightful look at breaking earnings from Amazon.com ($AMZN) as we hear from CEO Andy Jassey. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Amazon.com #Earnings @Amazon.com $AMZN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices.

May 1, 2024 • 6:31

Drill Down Earnings, Ep. 91: A quick look at Supermicro ($SMCI) and its Fiscal Q3 earnings report

Drill Down Earnings, Ep. 91: A quick look at Supermicro ($SMCI) and its Fiscal Q3 earnings report

A rapid-fire, insightful look at breaking earnings from Supermicro ($SMCI) as we hear from CEO Charles Liang. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Supermicro #Earnings @Supermicro $SMCI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choice

Apr 30, 2024 • 1:57

Drill Down Earnings, Ep. 90: A quick look at AMD ($AMD) and its Q1 earnings report

Drill Down Earnings, Ep. 90: A quick look at AMD ($AMD) and its Q1 earnings report

A rapid-fire, insightful look at breaking earnings from AMD ($AMD) as we hear from CEO Lisa Su. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #AMD #Earnings @AMD $AMD #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoi

Apr 30, 2024 • 6:24

Drill Down Earnings, Ep. 89: A quick look at PayPal ($PYPL) and its Q1 earnings report

Drill Down Earnings, Ep. 89: A quick look at PayPal ($PYPL) and its Q1 earnings report

A rapid-fire, insightful look at breaking earnings from PayPal ($PYPL) as we hear from the companies new CEO Alex Chriss. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #PayPal #Earnings @PayPal $PYPL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad c

Apr 30, 2024 • 6:17

Drill Down Earnings, Ep. 88: A quick look at NXP Semiconductor ($NXPI) and its Q1 earnings report

Drill Down Earnings, Ep. 88: A quick look at NXP Semiconductor ($NXPI) and its Q1 earnings report

A rapid-fire, insightful look at breaking earnings from NXP Semiconductor ($NXPI) as we hear from CEO Kurt Sievers. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #NXP Semiconductor #Earnings @NXP Semiconductor $NXPI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more

Apr 30, 2024 • 6:30

Drill Down Earnings, Ep. 87: A quick look at Chegg ($CHGG) and its Q1 earnings report.

Drill Down Earnings, Ep. 87: A quick look at Chegg ($CHGG) and its Q1 earnings report.

A rapid-fire, insightful look at breaking earnings from Chegg ($CHGG) as we hear from CEO outgoing CEO Dan Rosensweig. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Chegg #Earnings @Chegg $CHGG #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choice

Apr 30, 2024 • 6:50

Drill Down Earnings, Ep. 86: A quick look at Lattice Semiconductor ($LSCC) and its Q1 earnings report.

Drill Down Earnings, Ep. 86: A quick look at Lattice Semiconductor ($LSCC) and its Q1 earnings report.

A rapid-fire, insightful look at breaking earnings from Lattice Semiconductor ($LSCC) as we hear from CEO Jim Anderson. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Lattice Semiconductor #Earnings @Lattice Semiconductor $LSCC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod

Apr 29, 2024 • 6:21

Drill Down Earnings, Ep. 85: A quick look at ON Semiconductor ($ON) and its Q1 earnings report

Drill Down Earnings, Ep. 85: A quick look at ON Semiconductor ($ON) and its Q1 earnings report

A rapid-fire, insightful look at breaking earnings from ON Semiconductor ($ON) as we hear from CEO Hassane El-Khoury. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #ON Semiconductor #Earnings @ON Semiconductor $ON #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more a

Apr 29, 2024 • 7:16

Drill Down Earnings, Ep. 84: A quick look at Atlassian ($TEAM) and its Q3 2024  earnings report.

Drill Down Earnings, Ep. 84: A quick look at Atlassian ($TEAM) and its Q3 2024 earnings report.

A rapid-fire, insightful look at breaking earnings from Atlassian ($TEAM) as we hear from CEO Mike Cannon-Brookes. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Atlassian #Earnings @Atlassian $TEAM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad ch

Apr 26, 2024 • 6:42

Drill Down Earnings, Ep. 83: A quick look at Snap ($SNAP) and its Q1 earnings report.

Drill Down Earnings, Ep. 83: A quick look at Snap ($SNAP) and its Q1 earnings report.

A rapid-fire, insightful look at breaking earnings from Snap ($SNAP) as we hear from CEO Evan Spiegel. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Snap #Earnings @Snap $SNAP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone

Apr 26, 2024 • 6:12

Drill Down Earnings, Ep. 82: A quick look at Alphabet ($TICKERTK) and its Q1 earnings report.

Drill Down Earnings, Ep. 82: A quick look at Alphabet ($TICKERTK) and its Q1 earnings report.

A rapid-fire, insightful look at breaking earnings from Alphabet ($TICKERTK) as we hear from CEO Sundar Pichai. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Alphabet #Earnings @Alphabet $TICKERTK #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad cho

Apr 26, 2024 • 6:12

Drill Down Earnings, Ep. 81: A quick look at Microsoft ($MSFT) and its Q1 earnings report.

Drill Down Earnings, Ep. 81: A quick look at Microsoft ($MSFT) and its Q1 earnings report.

AI drives results from Microsoft ($MSFT) as we hear from CEO Satya Nadella. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Microsoft #Earnings @Microsoft $MSFT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 26, 2024 • 6:09

Drill Down Earnings, Ep. 80: A quick look at Intel ($INTC) and its Q1 earnings report.

Drill Down Earnings, Ep. 80: A quick look at Intel ($INTC) and its Q1 earnings report.

A rapid-fire, insightful look at breaking earnings from Intel ($INTC) as we hear from CEO Pat Gelsinger. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Intel #Earnings @Intel $INTC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megap

Apr 25, 2024 • 6:09

Drill Down Earnings, Ep. 79: A quick look at Teradyne ($TER) and its Q1 earnings report.

Drill Down Earnings, Ep. 79: A quick look at Teradyne ($TER) and its Q1 earnings report.

A look at breaking earnings from Teradyne ($TER), a partnership with Nvidia and we hear from CEO Greg Smith about robots! More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Teradyne #Earnings @Teradyne $TER #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your a

Apr 25, 2024 • 5:47

Drill Down Earnings, Ep. 78: A quick look at ServiceNow ($NOW) and its Q1 earnings report

Drill Down Earnings, Ep. 78: A quick look at ServiceNow ($NOW) and its Q1 earnings report

A rapid-fire, insightful look at breaking earnings from ServiceNow ($NOW) as we hear from CEO Bill McDermott. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #ServiceNow #Earnings @ServiceNow $NOW #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choice

Apr 25, 2024 • 8:25

Drill Down Earnings, Ep. 77: A quick look at Meta ($META) and its Q1 earnings report.

Drill Down Earnings, Ep. 77: A quick look at Meta ($META) and its Q1 earnings report.

A rapid-fire, insightful look at breaking earnings from Meta ($META) as we hear from CEO Mark Zuckerberg. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Meta #Earnings @Meta $META #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaph

Apr 25, 2024 • 6:59

Drill Down Earnings, Ep. 76: A quick look at IBM ($IBM) and its Q1 earnings report.

Drill Down Earnings, Ep. 76: A quick look at IBM ($IBM) and its Q1 earnings report.

A rapid-fire, insightful look at breaking earnings from IBM ($IBM) as we hear from CEO Arvind Krishna. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #IBM #Earnings @IBM $IBM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm

Apr 24, 2024 • 6:19

Drill Down Earnings, Ep. 74: A quick look at Tesla ($TSLA) and its Q1 earnings report.

Drill Down Earnings, Ep. 74: A quick look at Tesla ($TSLA) and its Q1 earnings report.

A rapid-fire, insightful look at breaking earnings from Tesla ($TSLA) as we hear from CEO Elon Musk. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Tesla #Earnings @Tesla $TSLA #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone

Apr 24, 2024 • 8:17

Drill Down Earnings, Ep. 75: A quick look at Vertiv ($VRT) and its Q1 earnings report.

Drill Down Earnings, Ep. 75: A quick look at Vertiv ($VRT) and its Q1 earnings report.

A rapid-fire, insightful look at breaking earnings from Vertiv ($VRT) as we hear from CEO Gio Albertazzi. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Vertiv #Earnings @Vertiv $VRT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit mega

Apr 24, 2024 • 6:35

Drill Down Earnings, Ep. 72: A quick look at Texas Instruments ($TXN) and its Q1 earnings report.

Drill Down Earnings, Ep. 72: A quick look at Texas Instruments ($TXN) and its Q1 earnings report.

A rapid-fire, insightful look at breaking earnings from Texas Instruments ($TXN) as we hear from Head of IR Dave Pahl. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Texas Instruments #Earnings @Texas Instruments $TXN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more

Apr 24, 2024 • 6:05

Drill Down Earnings, Ep. 73: A quick look at Vicor ($VICR) and its Q1 earnings report

Drill Down Earnings, Ep. 73: A quick look at Vicor ($VICR) and its Q1 earnings report

A rapid-fire, insightful look at breaking earnings from Vicor ($VICR) as we hear from CEO Patrizio Vinciarelli.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Vicor#Earnings@Vicor$VICR#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.f

Apr 24, 2024 • 7:02

Drill Down Earnings, Ep. 71: A quick look at Spotify ($SPOT) and its Q1 earnings report.

Drill Down Earnings, Ep. 71: A quick look at Spotify ($SPOT) and its Q1 earnings report.

A rapid-fire, insightful look at breaking earnings from Spotify ($SPOT) as we hear from CEO Daniel Ek. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Spotify #Earnings @Spotify $SPOT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit mega

Apr 23, 2024 • 6:32

Cadence Design's Q1 Earnings: What You Need to Know - Drill Down Earnings 71

Cadence Design's Q1 Earnings: What You Need to Know - Drill Down Earnings 71

A rapid-fire, insightful look at breaking earnings from Cadence Design ($CDNS) as we hear from CEO Anirudh Devgan. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Cadence Design #Earnings @Cadence Design $CDNS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about you

Apr 23, 2024 • 6:54

Ep. 247:  nCino CEO Pierre Naudé, ASML, Taiwan Semiconductor Manufacturing and Netflix

Ep. 247: nCino CEO Pierre Naudé, ASML, Taiwan Semiconductor Manufacturing and Netflix

Our big interview with nCino CEO Pierre Naudé (NCNO). Also ASML (ASML) with shockingly weak results, Taiwan Semiconductor Manufacturing (TSM) declining 3nm business, and Netflix (NFLX) crushes. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a goo

Apr 19, 2024 • 36:13

Netflix Q1 earnings: Revenge of the Mooch! - Drill Down Earnings 70

Netflix Q1 earnings: Revenge of the Mooch! - Drill Down Earnings 70

A rapid-fire, insightful look at breaking earnings from Netflix ($NFLX) as we hear from CEO Ted Serandos. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Netflix #Earnings @Netflix $NFLX #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit m

Apr 19, 2024 • 5:43

Taiwan Semiconductor Q1: Where are the Smartphone sales? - Drill Down Earnings 69

Taiwan Semiconductor Q1: Where are the Smartphone sales? - Drill Down Earnings 69

A rapid-fire, insightful look at breaking earnings from Taiwan Semiconductor Manufacturing ($TSM) as we hear from CEO C.C. Wei. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Taiwan Semiconductor Manufacturing #Earnings @Taiwan Semiconductor Manufacturing $TSM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks

Apr 18, 2024 • 7:10

ASML Q1 Earnings: China Dominates Sales, Rest of World Falters - Drill Down Earnings 68

ASML Q1 Earnings: China Dominates Sales, Rest of World Falters - Drill Down Earnings 68

A rapid-fire, insightful look at breaking earnings from ASML ($ASML) as we hear from CEO Peter Wennink. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #ASML #Earnings @ASML $ASML #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone

Apr 17, 2024 • 5:35

Ep. 246: Braze CEO Bill Magnuson, Global Life, Apartment Income REIT and Lovesac

Ep. 246: Braze CEO Bill Magnuson, Global Life, Apartment Income REIT and Lovesac

They were AI before AI was cool, Braze founder and CEO Bill Magnuson (BRZE). Also Global Life (GL) tanks after a short seller report, Apartment Income REIT (AIRC), where the rich people live, gets billions, and why Lovesac (LOVE) missed estimates and still uses an unusual accounting treatment. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of

Apr 12, 2024 • 34:00

Ep. 245:  Upwork CEO Hayden Brown, Take Two Software, Fabrinet and Trump Media & Technology Group

Ep. 245: Upwork CEO Hayden Brown, Take Two Software, Fabrinet and Trump Media & Technology Group

Our big interview with Upwork CEO Hayden Brown (UPWK). Also Take Two Software (TTWO), Tesla (TSLA), and Trump Media & Technology Group (DJT). https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. Th

Apr 6, 2024 • 37:22

Ep. 244:  Kyverna Theraputics CEO Peter Maag, Micron Technology, nCino and Pagerduty

Ep. 244: Kyverna Theraputics CEO Peter Maag, Micron Technology, nCino and Pagerduty

Treating Lupus with a new drug, thanks to Kyverna Theraputics. We talk to the CEO Peter Maag (KYTX). Also a closer look at the turnaround at Micron Technology (MU), nCino’s (NCNO) banking software business and Pagerduty (PD) reports a rough quarter. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at th

Mar 28, 2024 • 30:11

Drill Down Earnings, Ep. 67: A quick look at Micron Technology ($MU) and its fiscal third quarter earnings report

Drill Down Earnings, Ep. 67: A quick look at Micron Technology ($MU) and its fiscal third quarter earnings report

Breaking earnings from Micron Technology ($MU) and CEO Sanjay Mehrotra talks about the DRAM demand coming from Artificial Intelligence. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Micron Technology #Earnings @Micron Technology $MU #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business #DRAM @

Mar 21, 2024 • 5:46

Drill Down Earnings, Ep. 66: A quick look at Smartsheet ($SMAR) and its fiscal third quarter earnings report

Drill Down Earnings, Ep. 66: A quick look at Smartsheet ($SMAR) and its fiscal third quarter earnings report

A rapid-fire, insightful look at breaking earnings and mild guidance from Smartsheet ($SMAR). CEO Mark Mader explains how self-directed customers will reignite growth. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Smartsheet #Earnings @Smartsheet $SMAR #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Tradin

Mar 15, 2024 • 5:42

Drill Down Earnings, Ep. 65: A quick look at Adobe ($ADBE) and its fiscal third quarter earnings report

Drill Down Earnings, Ep. 65: A quick look at Adobe ($ADBE) and its fiscal third quarter earnings report

A rapid-fire, insightful look at breaking earnings and disappointing guidance from Adobe ($ADBE) and predictions from CEO Shantanu Narayen. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Adobe #Earnings @Adobe $ADBE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #FireFly #GenerativeAI #ImageCreation #Illustrator #S

Mar 15, 2024 • 5:38

Drill Down Earnings, Ep. 64: A quick look at Oracle ($ORCL) and its fiscal third quarter earnings report

Drill Down Earnings, Ep. 64: A quick look at Oracle ($ORCL) and its fiscal third quarter earnings report

A rapid-fire, insightful look at breaking earnings from Oracle ($ORCL) as we hear from Chairman and Chief Technology Officer Larry Ellison. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Oracle #Earnings @Oracle $ORCL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn mo

Mar 12, 2024 • 5:37

Drill Down Earnings, Ep. 62: A quick look at Marvell ($MRVL) and its fiscal third quarter earnings report

Drill Down Earnings, Ep. 62: A quick look at Marvell ($MRVL) and its fiscal third quarter earnings report

A rapid-fire, insightful look at breaking earnings from Marvell ($MRVL) as we hear from CEO Matt “Guitar” Murphy. (Okay, it’s a different Matt Murphy – but still a fascinating story!) More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Marvell #Earnings @Marvell $MRVL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stock

Mar 8, 2024 • 5:10

Drill Down Earnings, Ep. 63: A quick look at MongoDB ($MDB) and its fiscal third quarter earnings report.

Drill Down Earnings, Ep. 63: A quick look at MongoDB ($MDB) and its fiscal third quarter earnings report.

A rapid-fire, insightful look at breaking earnings from MongoDB ($MDB) and words of “stability” from CEO Dev Ittycheria.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #MongoDB #Earnings @MongoDB $MDB #Technology #Software #database #Atlas #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn mor

Mar 8, 2024 • 5:16

Drill Down Earnings, Ep. 61: A quick look at DocuSign ($DOCU) and its fiscal third quarter earnings report

Drill Down Earnings, Ep. 61: A quick look at DocuSign ($DOCU) and its fiscal third quarter earnings report

A rapid-fire, insightful look at breaking earnings from DocuSign ($DOCU) with an explanation from CEO Allan Thygesen.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #DocuSign #Earnings @DocuSign $DOCU #Technology #Layoffs #ForceRecuction #Software #CloudComputing #Trending #Stocks #Bullish #Bearish #Trading #Business @DrillDownPod Learn more about your ad c

Mar 8, 2024 • 4:35

Drill Down Earnings, Ep. 60: A quick look at Broadcom ($AVGO) and its fiscal third quarter earnings report

Drill Down Earnings, Ep. 60: A quick look at Broadcom ($AVGO) and its fiscal third quarter earnings report

A rapid-fire, insightful look at breaking earnings from Broadcom ($AVGO) and comments from the charismatic CEO Hock Tan. It’s the business story behind a stock on the move.   The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  https://x.com/corytv #Broadcom #Earnings @Broadcom #VMWare $AVGO #Technology #

Mar 8, 2024 • 6:19

Ep. 243:  iRhythm CEO Quentin Blackford, Crowdstrike, Snowflake and Dell Technologies

Ep. 243: iRhythm CEO Quentin Blackford, Crowdstrike, Snowflake and Dell Technologies

Our interview with controversial iRhythmn CEO Quentin Blackford (IRTC). Also Crowdstrike (CRWD) fights hackers, Snowflake (SNOW) sees its billionaire CEO leave, and Dell Technologies (DELL) sets the deck for #AI. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stor

Mar 7, 2024 • 25:42

Drill Down Earnings, Ep. 59: A quick look at CrowdStrike ($CRWD) and its fiscal fourth quarter earnings report.

Drill Down Earnings, Ep. 59: A quick look at CrowdStrike ($CRWD) and its fiscal fourth quarter earnings report.

A rapid-fire, insightful look at breaking earnings from CrowdStrike ($CRWD) as CEO George Kurtz boasts of a dominant position in cloud security. It’s the business story behind a stock on the move.   The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  And there’s more! Here’s our July 2022 interview with C

Mar 6, 2024 • 4:56

Drill Down Earnings: A quick look at Hewlett Packard Enterprise ($HPE) and its fiscal third quarter earnings report

Drill Down Earnings: A quick look at Hewlett Packard Enterprise ($HPE) and its fiscal third quarter earnings report

A rapid-fire, insightful look at breaking earnings from Hewlett Packard Enterprise ($HPE) as we hear from CEO Antonio Neri. It’s the business story behind a stock on the move.   Our big interview with Hewlett Packard Enterprise CEO Antonio Neri from October: Drill Down Podcast episode 229: https://open.spotify.com/episode/0zNbA7PjD3QLMPB4WUmXzi?si=CM78rpZpSuabGbNLXCj-1w The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaway

Mar 1, 2024 • 6:22

Drill Down Earnings, Ep. 55: A quick look at Zscaler ($ZS) and its fiscal third quarter earnings report

Drill Down Earnings, Ep. 55: A quick look at Zscaler ($ZS) and its fiscal third quarter earnings report

A rapid-fire, insightful look at the breaking earnings from Zscaler ($ZS). It’s the business story behind these earnings and CEO Jay Chaudhry raises some eyebrows towards Palo Alto Networks ($PANW) . https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earning

Mar 1, 2024 • 6:05

Drill Down Earnings: A quick look at Autodesk ($ADSK) and its fiscal third quarter earnings report

Drill Down Earnings: A quick look at Autodesk ($ADSK) and its fiscal third quarter earnings report

A rapid-fire, insightful look at breaking earnings from Autodesk ($ADSK) as we hear from CEO Andrew Anagnost. It’s the business story behind a stock on the move.   The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading glo

Mar 1, 2024 • 4:56

Drill Down Earnings, Ep. 56: A quick look at Elastic ($ESTC) and its fiscal third quarter earnings report

Drill Down Earnings, Ep. 56: A quick look at Elastic ($ESTC) and its fiscal third quarter earnings report

A rapid-fire, insightful look at breaking earnings from Elastic ($ESTC) as we hear from CEO Ash Kulkarni. It’s the business story behind a stock on the move.   The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global

Mar 1, 2024 • 5:05

Drill Down Earnings, Ep. 54: A quick look at Dell Technologies ($DELL) and its fiscal third quarter earnings report

Drill Down Earnings, Ep. 54: A quick look at Dell Technologies ($DELL) and its fiscal third quarter earnings report

A quick dive into breaking earnings from Dell Technologies ($DELL). It’s the business story behind a stock on the move, with fresh insight straight from CFO Jeffrey Clarke. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Fi

Mar 1, 2024 • 5:48

Drill Down Earnings, Ep. 53: A quick look at IonQ ($IONQ) and its fiscal third quarter earnings report

Drill Down Earnings, Ep. 53: A quick look at IonQ ($IONQ) and its fiscal third quarter earnings report

A rapid-fire, insightful look at the breaking earnings from IonQ ($IONQ). It’s the business story behind these earnings and interesting comments from CEO Peter Chapman. For a longer interview with IonQ’s Chapman, check out @DrillDPod Episode 234: https://open.spotify.com/episode/6MsxsNGxTNssZciebeWrkf?si=mRccne7JRguzztdTOWDhcA   The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More th

Feb 29, 2024 • 4:20

Drill Down Earnings: A quick look at Okta ($OKTA) and its fiscal third quarter earnings report

Drill Down Earnings: A quick look at Okta ($OKTA) and its fiscal third quarter earnings report

A rapid-fire, insightful look at the breaking earnings from Okta ($OKTA). It’s the business story behind these earnings and some insight into the thinking of CEO Todd McKinnon. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Si

Feb 29, 2024 • 4:50

Drill Down Earnings: A quick look at Snowflake ($SNOW) and its fiscal third quarter earnings report.

Drill Down Earnings: A quick look at Snowflake ($SNOW) and its fiscal third quarter earnings report.

A rapid-fire, insightful look at the breaking earnings from Snowflake ($SNOW). It’s the business story behind these earnings and the sudden departure of CEO Frank Slootman. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Fi

Feb 29, 2024 • 5:32

Drill Down Earnings: A quick look at Salesforce ($CRM) and its fiscal third quarter earnings report

Drill Down Earnings: A quick look at Salesforce ($CRM) and its fiscal third quarter earnings report

A rapid-fire, insightful look at the breaking earnings from Salesforce ($CRM). It’s the business story behind these earnings and some insight into the thinking of CEO Marc Benioff. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production o

Feb 29, 2024 • 5:40

Drill Down Earnings: A quick look at C3.ai ($AI) and its fourth quarter earnings report

Drill Down Earnings: A quick look at C3.ai ($AI) and its fourth quarter earnings report

A rapid-fire, insightful look at the breaking earnings from C3.ai ($AI). It’s the business story behind these earnings and some insight into the thinking of CEO Tom Siebel. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Fi

Feb 29, 2024 • 7:07

Drill Down Earnings: A quick look at Workday ($WDAY) and its fourth quarter earnings report

Drill Down Earnings: A quick look at Workday ($WDAY) and its fourth quarter earnings report

A rapid-fire, insightful look at the breaking earnings from Workday ($WDAY). It’s the business story behind these earnings and some insight into the thinking of CEO Carl Eschenbach. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production

Feb 27, 2024 • 5:35

Drill Down Earnings: A quick look at Zoom Video Communications ($ZM) and its fourth quarter earnings report

Drill Down Earnings: A quick look at Zoom Video Communications ($ZM) and its fourth quarter earnings report

A rapid-fire, insightful look at the breaking earnings from Zoom Video Communications ($ZM). It’s the business story behind these earnings and some interesting comments on corporate spending from CFO Kelly Steckelberg. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The

Feb 27, 2024 • 5:11

Ep. 242:  Synopsys CEO Sassine Ghazi, NVIDIA, Palo Alto Networks and Analog Devices

Ep. 242: Synopsys CEO Sassine Ghazi, NVIDIA, Palo Alto Networks and Analog Devices

Our big interview with Synopsys CEO Sassine Ghazi ($SNPS). Also some context to NVIDIA’s success ($NVDA). Why is AI surging spending but Palo Alto Networks ($PANW) struggles with security sales? And Analog Devices ($ADI) sees customers for its semiconductors lie through their teeth. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of The Dri

Feb 24, 2024 • 40:09

Drill Down Earnings: A quick look at Intuit ($INTU) and its second fiscal quarter for 2024 earnings report

Drill Down Earnings: A quick look at Intuit ($INTU) and its second fiscal quarter for 2024 earnings report

A rapid-fire, insightful look at the breaking earnings from Intuit ($INTU). It’s the business story behind these earnings and some insight into the thinking of CEO Sasan Goodarzi. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of

Feb 24, 2024 • 4:54

Drill Down Earnings: A quick look at Vicor ($VICR) and its fourth quarter earnings report

Drill Down Earnings: A quick look at Vicor ($VICR) and its fourth quarter earnings report

A rapid-fire, insightful look at the breaking earnings from Vicor ($VICR). It’s the business story behind these earnings and curious comments from CEO Patrizio Vinciarelli. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Fi

Feb 24, 2024 • 4:18

Drill Down Earnings: A quick look at Block (don't you dare call it "Square") ($SQ) and its fourth quarter earnings report

Drill Down Earnings: A quick look at Block (don't you dare call it "Square") ($SQ) and its fourth quarter earnings report

A rapid-fire, insightful look at the breaking earnings from Block (don't you dare call it "Square") ($SQ). It’s the business story behind these earnings and some insight into the thinking of CEO Jack Dorsey. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down

Feb 24, 2024 • 5:35

Drill Down Earnings: A quick look at Synopsys ($SNPS) and its fiscal first quarter earnings report.

Drill Down Earnings: A quick look at Synopsys ($SNPS) and its fiscal first quarter earnings report.

A rapid-fire, insightful look at the breaking earnings from Synopsys ($SNPS). It’s the business story behind these earnings as CEO Sassine Ghazi explains what’s driving results. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of S

Feb 24, 2024 • 5:14

Drill Down Earnings: A quick look at Analog Devices ($ADI) and its fiscal year Q1 2024 earnings report

Drill Down Earnings: A quick look at Analog Devices ($ADI) and its fiscal year Q1 2024 earnings report

A rapid-fire, insightful look at the breaking earnings from Analog Devices ($ADI). It’s the business story behind these earnings and  CEO Vincent Roche tells the story of mountains of inventory. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is

Feb 22, 2024 • 5:33

Drill Down Earnings: A quick look at Vertiv ($VRT) and its fourth quarter earnings report

Drill Down Earnings: A quick look at Vertiv ($VRT) and its fourth quarter earnings report

A rapid-fire, insightful look at the breaking earnings from Vertiv ($VRT). It’s the business story behind these earnings and some insight into the thinking of CEO Giordano Albertazzi. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a productio

Feb 22, 2024 • 5:10

Drill Down Earnings: A quick look at NVIDIA ($NVDA) and its fourth quarter earnings report

Drill Down Earnings: A quick look at NVIDIA ($NVDA) and its fourth quarter earnings report

A rapid-fire, insightful look at the shockingly awesome earnings from NVIDIA ($NVDA). It’s the business story behind these earnings and we hear from CEO Jensen Huang why this has only just begun. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is

Feb 22, 2024 • 5:45

Drill Down Earnings: A quick look at TeleDoc ($TDOC) and its fourth quarter earnings report

Drill Down Earnings: A quick look at TeleDoc ($TDOC) and its fourth quarter earnings report

A rapid-fire, insightful look at the breaking earnings from TeleDoc ($TDOC). It’s the business story behind these earnings and some insight into the thinking of CEO Jason Gorevic.https://linktr.ee/drilldownpodThe Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move. The Drill Down Earnings is a production

Feb 21, 2024 • 7:06

Drill Down Earnings: A quick look at Palo Alto Networks ($PANW) and its Fiscal Second Quarter earnings report

Drill Down Earnings: A quick look at Palo Alto Networks ($PANW) and its Fiscal Second Quarter earnings report

A rapid-fire, insightful look at the breaking earnings from Palo Alto Networks ($PANW). It’s the business story behind these earnings and we hear about a shifting product strategy from CEO Nikesh Arora. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earn

Feb 21, 2024 • 5:34

Ep. 241:  Aurora Innovations CEO Chris Urmson, Cadence Design Systems, Cisco Systems and Coinbase

Ep. 241: Aurora Innovations CEO Chris Urmson, Cadence Design Systems, Cisco Systems and Coinbase

Our big interview with Aurora Innovations CEO Chris Urmson ($AUR). Also Cadence Design Systems ($CDNS) still suffering from Covid? Cisco Systems ($CSCO) gave us a tell about a challenging quarter, and Coinbase ($COIN) benefiting from rising interest rates and stablecoin, but for how long?. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The

Feb 17, 2024 • 35:02

Drill Down Earnings: A quick look at Coinbase ($COIN), how interest rates and stablecoin (USDC) and its fourth quarter earnings report

Drill Down Earnings: A quick look at Coinbase ($COIN), how interest rates and stablecoin (USDC) and its fourth quarter earnings report

A rapid-fire, insightful look at the breaking earnings from Coinbase ($COIN). It’s the business story behind these earnings and some insight into the thinking of CEO Brian Armstrong. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production

Feb 17, 2024 • 6:24

Drill Down Earnings: A quick look at Roku (ROKU) and its fourth quarter earnings report

Drill Down Earnings: A quick look at Roku (ROKU) and its fourth quarter earnings report

A rapid-fire, insightful look at the breaking earnings from Roku (ROKU). It’s the business story behind these earnings and CFO Dan Jedda explains why falling revenue-per-customer is a GOOD thing for this business.  https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Dri

Feb 17, 2024 • 4:48

Drill Down Earnings: A quick look at Applied Materials (AMAT) and its fourth quarter earnings report

Drill Down Earnings: A quick look at Applied Materials (AMAT) and its fourth quarter earnings report

A rapid-fire, insightful look at the breaking earnings from Applied Materials (AMAT). It’s the business story behind these earnings and a look at the exciting developments in high-speed DRAM from CEO Greg Dickerson https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Dri

Feb 17, 2024 • 5:09

Drill Down Earnings: A quick look at @Cisco ($CSCO) and its fiscal second quarter earnings report

Drill Down Earnings: A quick look at @Cisco ($CSCO) and its fiscal second quarter earnings report

A rapid-fire, insightful look at the breaking earnings from @Cisco ($CSCO). It’s the business story behind these earnings and some insight into the thinking of CEO Chuck Robbins. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of

Feb 15, 2024 • 4:59

Drill Down Earnings: A quick look at Twilio (TWLO) and its fourth quarter earnings report

Drill Down Earnings: A quick look at Twilio (TWLO) and its fourth quarter earnings report

A rapid-fire, insightful look at the breaking earnings from Twilio (TWLO). It’s the business story behind these earnings and some insight into the thinking of CEO Khozema Shipchandler. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a producti

Feb 15, 2024 • 6:09

Drill Down Earnings: The very latest as Shopify (SHOP) reports fourth quarter earnings

Drill Down Earnings: The very latest as Shopify (SHOP) reports fourth quarter earnings

A quick look at the breaking earnings from Shopify (SHOP), with a look at the business story behind these earnings and we hear from the dynamic chief operating officer Harley Finkelstein. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a produ

Feb 14, 2024 • 4:53

Drill Down Earnings: The very latest as DataDog (DDOG) reports fourth quarter earnings

Drill Down Earnings: The very latest as DataDog (DDOG) reports fourth quarter earnings

A detailed look at the breaking earnings from DataDog (DDOG), with a look at the business story behind these earnings and some insight into the thinking of CEO Olivier Pomel. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six

Feb 14, 2024 • 4:23

Drill Down Earnings: The very latest as Cadence Design Systems (CDNS) reports fourth quarter earnings

Drill Down Earnings: The very latest as Cadence Design Systems (CDNS) reports fourth quarter earnings

Breaking earnings from Cadence Design Systems (CDNS), with a look at the business story behind these earnings. And we hear first hand from Anirudh Devgan, PhD as to why the COVID pandemic recovery is STILL a specter over Cadence results.  https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stock

Feb 14, 2024 • 5:27

Drill Down Earnings: The very latest as Arista Networks (ANET) reports fourth quarter earnings

Drill Down Earnings: The very latest as Arista Networks (ANET) reports fourth quarter earnings

A detailed look at the breaking earnings from Arista Networks (ANET), with a look at the business story behind these earnings, sound from CEO Jayshree Ullal and insight from Futurum Analyst Ron Westfall.  https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earni

Feb 14, 2024 • 6:10

Drill Down Earnings: The very latest as Expedia (EXPE) reports fourth quarter earnings

Drill Down Earnings: The very latest as Expedia (EXPE) reports fourth quarter earnings

A detailed look at the breaking earnings from Expedia (EXPE), with a look at the business story behind these earnings and some insight into the thinking of CEO Peter Kern. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five M

Feb 9, 2024 • 4:43

Drill Down Earnings: The very latest as Cloudflare (NET) reports strong fourth quarter earnings

Drill Down Earnings: The very latest as Cloudflare (NET) reports strong fourth quarter earnings

Market moving earnings from Cloudflare (NET), but what’s the business story behind these earnings? We have that and hear from CEO Matthew Prince. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a

Feb 9, 2024 • 6:03

Drill Down Earnings: Lumentum (LITE) fiscal second quarter earnings report

Drill Down Earnings: Lumentum (LITE) fiscal second quarter earnings report

Lumentum (LITE) tanks after fiscal second quarter earnings. We take a look at the business story behind these earnings and some insight into the thinking of CEO Alan Lowe. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five M

Feb 9, 2024 • 4:58

Drill Down Earnings: Amazing fiscal third quarter from ARM Holdings (ARM) but what does it mean?

Drill Down Earnings: Amazing fiscal third quarter from ARM Holdings (ARM) but what does it mean?

A detailed look at the breaking earnings from ARM Holdings (ARM), the business story behind these earnings and why CFO Jason Child is holding on to figure out what it all means. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six

Feb 9, 2024 • 6:16

Ep. 240:  Enfusion CEO Oleg Movchan, Spotify, Apple and Coherent

Ep. 240: Enfusion CEO Oleg Movchan, Spotify, Apple and Coherent

Our big interview with Enfusion CEO Oleg Movchan (ENFN). Also Spotify (SPOT), Apple (AAPL), and Coherent (COHR). https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of T

Feb 8, 2024 • 32:33

Drill Down Earnings: The very latest as Paypal (PYPL) reports fourth quarter earnings

Drill Down Earnings: The very latest as Paypal (PYPL) reports fourth quarter earnings

Breaking earnings from Paypal (PYPL), with a look at the business story behind these earnings and some tough talk from the new CEO Alex Chriss https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a lea

Feb 8, 2024 • 5:27

Drill Down Earnings: The very latest as Paycom (PAYC) reports fourth quarter earnings

Drill Down Earnings: The very latest as Paycom (PAYC) reports fourth quarter earnings

A detailed look at the breaking earnings from Paycom (PAYC), with a look at the business story behind these earnings and some insight into the thinking of CEO Chad Richison. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five

Feb 8, 2024 • 6:04

Drill Down Earnings: The very latest as Uber Technologies (UBER) reports fourth quarter earnings

Drill Down Earnings: The very latest as Uber Technologies (UBER) reports fourth quarter earnings

A detailed look at the breaking earnings from Uber Technologies (UBER), with a look at the business story behind these earnings and some insight into the thinking of CEO Dara Khosrowshahi. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a product

Feb 8, 2024 • 5:38

Drill Down Earnings: The very latest as Snap (SNAP) reports fourth quarter earnings

Drill Down Earnings: The very latest as Snap (SNAP) reports fourth quarter earnings

A detailed look at the breaking earnings from Snap (SNAP), with a look at the business story behind these earnings and we hear from CEO Evan Spiegel. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group

Feb 7, 2024 • 5:41

Drill Down Earnings: The very latest as Fortinet (FTNT) reports fourth quarter earnings

Drill Down Earnings: The very latest as Fortinet (FTNT) reports fourth quarter earnings

A detailed look at the breaking earnings from Fortinet (FTNT), with a look at the business story behind these earnings and some insight into the thinking of CEO Ken Xie. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Med

Feb 7, 2024 • 5:02

Drill Down Earnings: The very latest as Coherent (COHR) reports SECOND FISCAL QUARTER 2024 earnings

Drill Down Earnings: The very latest as Coherent (COHR) reports SECOND FISCAL QUARTER 2024 earnings

A detailed look at the breaking earnings from Coherent (COHR), with a look at the business story behind these earnings and some insight into the thinking of CEO Vincent Mattera, Jr.. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of

Feb 6, 2024 • 5:37

Drill Down Earnings: The very latest as Spotify (SPOT) reports fourth quarter earnings

Drill Down Earnings: The very latest as Spotify (SPOT) reports fourth quarter earnings

A detailed look at the breaking earnings from Spotify (SPOT), with a look at the business story behind these earnings and some insight into the thinking of CEO Daniel Ek. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Me

Feb 6, 2024 • 6:03

Drill Down Earnings: The very latest as NXP Semiconductor (NXPI) reports fourth quarter earnings

Drill Down Earnings: The very latest as NXP Semiconductor (NXPI) reports fourth quarter earnings

A detailed look at the breaking earnings from NXP Semiconductor (NXPI), with a look at the business story behind these earnings and some insight into the thinking of CEO Kurt Sievers. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production o

Feb 6, 2024 • 6:46

Drill Down Earnings: The very latest as Meta (META) reports fourth quarter earnings.

Drill Down Earnings: The very latest as Meta (META) reports fourth quarter earnings.

A detailed look at the breaking earnings from Meta (META), with a look at the business story behind these earnings and some insight into the thinking of CFO Susan Li. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Fiv

Feb 2, 2024 • 5:56

Drill Down Earnings: The very latest as Apple (AAPL) reports fourth quarter earnings.

Drill Down Earnings: The very latest as Apple (AAPL) reports fourth quarter earnings.

A detailed look at the breaking earnings from Apple (AAPL), with a look at the business story behind these earnings and some insight into the thinking of CEO Tim Cook. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Fi

Feb 2, 2024 • 5:59

Drill Down Earnings: The very latest as Amazon.com (AMZN) reports fourth quarter earnings.

Drill Down Earnings: The very latest as Amazon.com (AMZN) reports fourth quarter earnings.

A detailed look at the breaking earnings from Amazon.com (AMZN), with a look at the business story behind these earnings and some insight into the thinking of CEO Andy Jassey. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production o

Feb 2, 2024 • 5:27

Drill Down Earnings: The very latest as Atlassian (TEAM) reports fourth quarter earnings.

Drill Down Earnings: The very latest as Atlassian (TEAM) reports fourth quarter earnings.

A detailed look at the breaking earnings from Atlassian (TEAM), with a look at the business story behind these earnings and a look at cloud demand from CEO Scott Farquhar. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five M

Feb 2, 2024 • 4:39

Ep. 239:  Personalis CEO Chris Hall, Alphabet, Advanced Micro Devices and Qualcomm.

Ep. 239: Personalis CEO Chris Hall, Alphabet, Advanced Micro Devices and Qualcomm.

Our big interview with Personalis CEO Chris Hall (PSNL) with groundbreaking cancer-detecting genomics. Also Alphabet (GOOG) dragged down by weak search results. Advanced Micro Devices’ – life as the number two AI chip maker (AMD). And Qualcomm (QCOM) brings AI to the mobile device – with help from Samsung. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Ever

Feb 1, 2024 • 31:04

Drill Down Earnings: The very latest as Qualcomm (QCOM) reports fourth quarter earnings.

Drill Down Earnings: The very latest as Qualcomm (QCOM) reports fourth quarter earnings.

A detailed look at the breaking earnings from Qualcomm (QCOM), with a look at the business story behind these earnings and some insight into the thinking of CEO Cristiano Amon. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production

Feb 1, 2024 • 6:52

Drill Down Earnings: The very latest as Teradyne (TER) reports fourth quarter earnings.

Drill Down Earnings: The very latest as Teradyne (TER) reports fourth quarter earnings.

A detailed look at the breaking earnings from Teradyne (TER), with a look at the business story behind these earnings and we’ll hear from CEO Gary Smith. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and F

Feb 1, 2024 • 6:39

Drill Down Earnings: The very latest as Electronic Arts (EA) reports fourth quarter earnings.

Drill Down Earnings: The very latest as Electronic Arts (EA) reports fourth quarter earnings.

A detailed look at the breaking earnings from Electronic Arts (EA), with a look at the business story behind these earnings and some insight directly from CEO Andrew Wilson. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of

Jan 31, 2024 • 7:17

Drill Down Earnings: The very latest as AMD (AMD) reports fourth quarter earnings.

Drill Down Earnings: The very latest as AMD (AMD) reports fourth quarter earnings.

A detailed look at the breaking earnings from AMD (AMD), with a look at the business story behind these earnings and hear directly from CEO Lisa Su. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futu

Jan 31, 2024 • 6:48

Drill Down Earnings: The very latest as Microsoft (MSFT) reports second quarter fiscal 2024 earnings.

Drill Down Earnings: The very latest as Microsoft (MSFT) reports second quarter fiscal 2024 earnings.

A detailed look at the breaking earnings from Microsoft (MSFT), with a look at the business story behind these earnings and some insight from CEO Satya Nadella. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Medi

Jan 31, 2024 • 8:08

Drill Down Earnings: The very latest as Alphabet (GOOG) reports fourth quarter earnings.

Drill Down Earnings: The very latest as Alphabet (GOOG) reports fourth quarter earnings.

A detailed look at the breaking earnings from Alphabet (GOOG), with a look at the business story behind these earnings and we hear from CEO Sundar Pichai about the risk of artificial intelligence cannibalizing search. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look explaining the important takeaways from technology company earnings. More than “beat” or “miss” – it’s the business stories behind stocks on the move.

Jan 31, 2024 • 8:01

Ep. 238:  Samsara CEO Sanjit Biswas, IBM, ServiceNow and ASML.

Ep. 238: Samsara CEO Sanjit Biswas, IBM, ServiceNow and ASML.

Our big interview with Sanjit Biswas, the CEO of high-tech logistics master Samsara   (IOT). Also IBM –  what? – puts up another good year? ServiceNow (NOW) has your AI in box – and it’s making drugs! And ASML (ASML) signals a bottom to the semiconductor cycle.  https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy l

Jan 25, 2024 • 33:04

Ep. 237:  Marqeta CEO Simon Khalaf, Affirm and insider buying at Highpeak Energy and Texas Pacific Land Corporation.

Ep. 237: Marqeta CEO Simon Khalaf, Affirm and insider buying at Highpeak Energy and Texas Pacific Land Corporation.

Our big interview with Marqeta CEO Simon Khalaf (MQ) where he talks about life with a new Block/Square deal. Also insider buying at Highpeak Energy (HPK) and Texas Pacific Land Corporation (TPL) and Affirm (AFRM) insists that it won’t become a full-fledged bank. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy l

Jan 4, 2024 • 32:58

Ep. 236:  Travel + Leisure CEO Mike Brown, Bristol-Myers Squibb, Winnebago Industries and Micron.

Ep. 236: Travel + Leisure CEO Mike Brown, Bristol-Myers Squibb, Winnebago Industries and Micron.

Our big interview with timeshare  Travel + Leisure CEO Mike Brown (TNL). Also Bristol-Myers Squibb (BMY) spends $14 billion to attack schizophrenia and, quietly, Alzheimer's, Winnebago Industries (WGO) makes a turn with interest rates falling, and semiconductor powerhouse Micron (MU) shows a soft spot in short term results, but the long term looks very different. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks o

Dec 22, 2023 • 35:54

Ep. 235:  IonQ CEO Peter Chapman, iRhythm technologies, Johnson Controls International and Adobe.

Ep. 235: IonQ CEO Peter Chapman, iRhythm technologies, Johnson Controls International and Adobe.

The future of quantum computing with IonQ CEO Peter Chapman (IonQ). Also iRhythm technologies (IRTC) still waiting for the FDA – and profits. Johnson Controls International (JCI) is the Nvidia of HVAC and what wink-wink-nudge-nudge of Adobe (ADBE) guidance. https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episode of  The Drill Down offers a pithy look a

Dec 14, 2023 • 40:09

Artificial Intelligence Data Management with VAST Data CEO Renen Hallak - Drill Down Insider Ep. One:

Artificial Intelligence Data Management with VAST Data CEO Renen Hallak - Drill Down Insider Ep. One:

Drilling Down to understand the fascinating world of Artificial Intelligence Data Management with VAST Data CEO Renen Hallak Futurum’s The Drill Down Insider with Cory Johnson offers a regular inside look at the technology that is changing the world of business with the insiders creating that technology. It’s business news for business people. The Drill Down Insider is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform span

Dec 7, 2023 • 24:14

Ep. 234:  Ethan Allen CEO Farooq Kathwari, SentinelOne, MongoDB and J.M. Smucker.

Ep. 234: Ethan Allen CEO Farooq Kathwari, SentinelOne, MongoDB and J.M. Smucker.

Our big interview with Ethan Allen CEO Farooq Kathwari (ETD) on his tech-focused strategy of reshoring and local manufacturing. Also SentinelOne (S) says hackers are sharpening their malicious tools with AI. And will MongoDB (MDB) margins hold? And J.M. Smucker (SJM) says the Hostess merger is nothing but tasty! https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people.

Dec 7, 2023 • 32:13

Ep. 233:  Blink Charging CEO Brendan Jones, Crocs, Synopsys and Workday.

Ep. 233: Blink Charging CEO Brendan Jones, Crocs, Synopsys and Workday.

Are electric cars losing their charge? Our big interview with Blink Charging CEO Brendan Jones (BLNK). Also Crocs (CROX) kicks off HeyDude expectations and the stock surges, Synopsys (SNPS) smart plan to expand its Artificial Intelligence semiconductor business and Workday (WDAY) says AI will close deals faster – now! https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business p

Nov 30, 2023 • 36:09

Ep. 232:  AvePoint CEO T.J. Jiang, Beauty Health, Paycor HCM and Amdocs.

Ep. 232: AvePoint CEO T.J. Jiang, Beauty Health, Paycor HCM and Amdocs.

An interview with AvePoint CEO T.J. Jiang (AVPT) a company getting data ready for artificial intelligence. Also Beauty Health (SKIN) maker of the HydraFacial springs a leak, Paycor HCM (PYCR) sees sales growth slowdown, and Amdocs (DOX) brings generative AI to telcos, with the help of Nvidia (NVDA). https://linktr.ee/drilldownpod Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It’s business news for business people. Every episod

Nov 16, 2023 • 35:59

Ep. 231: Avadel Pharmaceuticals CEO Greg Divis, Clear Secure, NXP Semiconductor and Softbank Corporation.

Ep. 231: Avadel Pharmaceuticals CEO Greg Divis, Clear Secure, NXP Semiconductor and Softbank Corporation.

Our big interview with Avadel Pharmaceuticals CEO Greg Divis (AVDL), who explains why Lumryz, a narcolepsy drug that could cost over $200,000 annually, could be a billion dollar a year business. Also biometric security provider Clear Secure (YOU) sees big growth, chips for auto sector are a problem, but not for NXP Semiconductor (NXPI) and Softbank Corporation (SFTBY) takes it on the chin with a multi-billion yen WeWork loss, but are mobile trends a bigger problem? Futurum’s The Drill Down with

Nov 10, 2023 • 36:10

Ep. 230: Mattr CEO Michael Reeves, Apple, Caesars Entertainment and The Bancorp

Ep. 230: Mattr CEO Michael Reeves, Apple, Caesars Entertainment and The Bancorp

Our big interview with Mattr CEO Michael Reeves (MATR/SAWLF). Also what Apple (AAPL) isn’t telling us about its “scary fast” chips, Caesars Entertainment (CZR) looks beyond Vegas, and The Bancorp (TBBK) – is it just a bank? The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 3, 2023 • 39:44

Ep. 229:  Hewlett Packard Enterprise CEO Antonio Neri, Li-Cycle, Align Technology and Microsoft

Ep. 229: Hewlett Packard Enterprise CEO Antonio Neri, Li-Cycle, Align Technology and Microsoft

Our big interview with Hewlett Packard Enterprise CEO Antonio Neri (HPE). Also Li-Cycle (LICY) shuts it down in Rochester – what’s the story? And Align Technology (ALGN), maker of Invisalign, says more crooked teeth are a thing of the future, and Microsoft (MSFT) explains how building the Azure cloud taught it how to profit from Artificial Intelligence. Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choi

Oct 30, 2023 • 36:05

Ep. 228:  Trex CEO Bryan Fairbanks, Badger Meter, Coursera and SAP

Ep. 228: Trex CEO Bryan Fairbanks, Badger Meter, Coursera and SAP

Our big interview with Trex CEO Bryan Fairbanks (TREX). Also Badger Meter (BMI) benefits from smart water – yes, that’s a thing – could Coursera (COUR) be an AI casualty, and SAP (SAP) sees a big uptick in the cloud. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 20, 2023 • 32:25

Ep. 227: PagerDuty CEO Jenn Tejada, Groupon, Duckhorn Portfolio and Adobe

Ep. 227: PagerDuty CEO Jenn Tejada, Groupon, Duckhorn Portfolio and Adobe

Our big interview with PagerDuty CEO Jenn Tejada (PD) as the digital operations management company wrestles with a slowdown in tech spending.  Also Groupon (GRPN) continues to trip on its discount shoelaces, Duckhorn Portfolio (NAPA) sees a big turnaround in the luxury wine business, and Adobe (ADBE) launches some truly impressive Artificial Intelligence apps. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices

Oct 17, 2023 • 39:57

Ep. 226:  Wix CEO Avishai Abrahami, Carmax, Blackberry and SunRun

Ep. 226: Wix CEO Avishai Abrahami, Carmax, Blackberry and SunRun

Our big interview with Wix founder and CEO Avishai Abrahami (WIX). Also Carmax (KMX) can’t deliver, Blackberry (BB) strangely expects government and auto business to re-materialize, and SunRun (RUN) battles against a California solar slowdown. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 4, 2023 • 31:47

Box CEO Aaron Levie, Carnival, Costco Wholesale and Micron Technology

Box CEO Aaron Levie, Carnival, Costco Wholesale and Micron Technology

Our big interview with Box CEO Aaron Levie (Box). Also Carnival (CCL) cruises on, Costco Wholesale (COST) refuses to raise prices, and Micron Technology (MU) uses up practically all the concrete in Idaho. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 29, 2023 • 33:21

Ep. 224:  Informatica CEO Amit Walia, Netflix, Steelcase and Autozone

Ep. 224: Informatica CEO Amit Walia, Netflix, Steelcase and Autozone

Artificial intelligence boosts the data information demands at Informatica, with CEO Amit Walia (INFA). Also new information suggests Netflix (NFLX) is having troubles with its new platform. A return to the office boosts Steelcase (SCS) – and they say offices themselves are changing. And Autozone (AZO) says inflation is one the way out, but do it yourselfers are back! The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad

Sep 22, 2023 • 32:37

Ep. 223:  Genco Shipping and Trading CEO John Wobensmith, Oracle, Smith & Wesson Brands and RH

Ep. 223: Genco Shipping and Trading CEO John Wobensmith, Oracle, Smith & Wesson Brands and RH

Our big interview with Genco Shipping and Trading CEO John Wobensmith (GNK). Also is Oracle’s (ORCL) slowing growth mean a slowdown in AI? Smith & Wesson Brands (SWBI) outpaces weak gun sales and the RH (RH) CEO opines on the macro economy. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 14, 2023 • 38:40

Ep. 222:  Controversial Allegro Microsystems CEO Vineet Nargolwala, EOG Resources, Advanced Microdevices and Gitlab

Ep. 222: Controversial Allegro Microsystems CEO Vineet Nargolwala, EOG Resources, Advanced Microdevices and Gitlab

Our big interview with that target of short sellers Allegro Microsystems CEO Vineet Nargolwala (ALGM). Also EOG Resources’ (EOG) surprising clean energy plans, Advanced Microdevices (AMD) gives a rare real-time business update and Gitlab (GTLB) enters the artificial intelligence arms race, targeting software developers. The Drill Down with Cory Johnson and Shivaune Field offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/a

Sep 7, 2023 • 43:10

Ep. 221:  Walkme CEO Dan Adika, Hewlett Packard Enterprise, DigitalOcean and Box

Ep. 221: Walkme CEO Dan Adika, Hewlett Packard Enterprise, DigitalOcean and Box

Walkme CEO Dan Adika (WKME) from Tel Aviv. He has the preposterous, but kinda believable story, that the key to software bloat is one more piece of software, Walkme’s software. Also Hewlett Packard Enterprise (HPE) is seeing its profitable networking software Aruba drive company results. Box (BOX) hints that artificial intelligence is about to turn around disappointing results. And DigitalOcean (DOCN) sees its CEO head for the exits – right behind its customers The Drill Down with Cory Johnson o

Aug 31, 2023 • 40:36

Ep. 220:  VSE Corporation CEO John Cuomo, Paycor HCM, Macy's and Lovesac

Ep. 220: VSE Corporation CEO John Cuomo, Paycor HCM, Macy's and Lovesac

A payroll processor hits the wall, Macy's customers choking on credit card debt and accounting shenanigans at Lovesac. Plus our exclusive interview – a return! – VSE Corp. CEO John Cuomo. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 24, 2023 • 32:44

Ep. 219:  FREYR CEO Tom Einer Jensen, Tencent, Agilon Health and Fluence Energy

Ep. 219: FREYR CEO Tom Einer Jensen, Tencent, Agilon Health and Fluence Energy

Did TenCent (TCEHY) just tell us that China’s real estate woes are nothing to worry about? Agilon (AGL) Health’s medical practice struggles with Medicare patients. And a deep dive into two battery wannabes, reseller Fluence (FLNC) and Norwegian battery maker FREYR in our exclusive interview with Tom Einer Jensen. One billion market cap and no revenues? Yep. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. V

Aug 16, 2023 • 16:03

Ep. 218: Simpson Manufacturing CEO Mike Olosky, CEO of Simpson Manufacturing (SSD), Fisker, Array Technologies and Digital Ocean.

Ep. 218: Simpson Manufacturing CEO Mike Olosky, CEO of Simpson Manufacturing (SSD), Fisker, Array Technologies and Digital Ocean.

Is Fisker (FSR) left as road kill in the electric car race? Why is solar maker Array Technologies (ARRY) seeing its share price soar while cutting growth estimates? And Digital Ocean (DOCN) can’t seem to find the bottom of a turbulent sea of slowing demand. Don't miss our exclusive interview with Mike Olosky, CEO of Simpson Manufacturing (SSD), as he unveils the secret high-tech backbone of today’s construction market. The Drill Down with Cory Johnson offers a weekly look at the business stories

Aug 11, 2023 • 29:30

Ep. 217: Elastic CEO Ashutosh Kulkarni, Advanced Micro Device, Uber Technologies, Molson Coors Beverage Co.

Ep. 217: Elastic CEO Ashutosh Kulkarni, Advanced Micro Device, Uber Technologies, Molson Coors Beverage Co.

Elastic CEO Ashutosh Kulkarni (ESTC) explains how his cloud software company is mastering the search business. Advanced Micro Devices (AMD) focus beyond its weird quarter and how artificial intelligence will influence the semiconductor industry. How Uber Technologies (UBER) finally turned a profit. Molson Coors Beverage Co. (TAP) realizes more people are starting to prefer higher end beer. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. L

Aug 2, 2023 • 38:22

Ep. 216: Vericel Corporation CEO Nick Colangelo, Teladoc Health, Alphabet, Texas Instruments

Ep. 216: Vericel Corporation CEO Nick Colangelo, Teladoc Health, Alphabet, Texas Instruments

Vericel Corporation CEO Nick Colangelo (VCEL) tells us about his company’s new cell-therapy that is changing the way we treat joint injuries and restore damaged skin tissue (intv. recorded June 7, 2023). How telemedicine pioneer Teladoc Health (TDOC) is turning its business around… at least for the time being. Alphabet (GOOGL) shows how AI can boost a company’s bottom line. Why Texas Instruments (TXN) can’t seem to figure out its inventory challenges. The Drill Down with Cory Johnson offers a re

Jul 26, 2023 • 38:30

Ep. 215: Meritage Homes CEO Phillippe Lord, J B Hunt Transport Services, Prologis,  Colombier Acquisition Corp

Ep. 215: Meritage Homes CEO Phillippe Lord, J B Hunt Transport Services, Prologis, Colombier Acquisition Corp

Discover why new construction is suddenly the dominant force in the housing market with Meritage Homes ($MTH) CEO Phillippe Lord. J B Hunt Transport Services ($JBHT) embraces cutting-edge technology in trains and trucking. Prologis ($PLD) the biggest warehouse landlord in the world sees a time machine. And anti-woke e-commerce company Colombier Acquisition Corp ($CLBR) and PublicSq. ($PSQH) leads us to wonder: what would Jesus do? The Drill Down with Cory Johnson offers a weekly look at the busi

Jul 20, 2023 • 41:03

Ep. 214: Li-Cycle CEO Ajay Kochhar, Recursion Pharmaceuticals, Constellation Brands, Paychex

Ep. 214: Li-Cycle CEO Ajay Kochhar, Recursion Pharmaceuticals, Constellation Brands, Paychex

Li-Cycle CEO Ajay Kochhar (LICY) explains how he helped invent a new way to recycle lithium-ion batteries while firing back at skeptical analysts and short-sellers. Recursion Pharmaceuticals (RXRX) deploys artificial intelligence with the help of Nvidia (NVDA). Constellation Brands (STZ) explains why Modelo is winning as consumers shift to more expensive alcohol. Paychex (PAYX) delves into the plight of small business, profitably. And LOTS more from Rochester, New York! The Drill Down with Cory

Jul 12, 2023 • 48:22

Ep. 213: Mr. Cooper Group CEO Jay Bray, Rivian, Wolfspeed, Greenbrier Companies

Ep. 213: Mr. Cooper Group CEO Jay Bray, Rivian, Wolfspeed, Greenbrier Companies

Mortgage services provider Mr. Cooper Group CEO Jay Bray (COOP) gives us his assessment of the health of the U.S. economy and tells us how his company is pushing the industry to evolve. Electric vehicle maker Rivian (RIVN) gets more of a lifeline from Amazon while wooing drivers with possible new offerings. Wolfspeed (WOLF) aims to prove short-sellers wrong with a new approach to semiconductors. Greenbrier Companies (GBX) capitalizes on demand for railroad cars.  The Drill Down with Cory Johnson

Jul 6, 2023 • 38:27

Ep. 212: Compass Diversified CEO Elias Sabo, AeroVironment, Oshkosh

Ep. 212: Compass Diversified CEO Elias Sabo, AeroVironment, Oshkosh

Compass Diversified CEO Elias Sabo (CODI) tells us how he’s using the private equity model as a public company and spin off a ton of IPOs. How defense contractor AeroVironment (AVAV) is using Russia’s invasion of Ukraine to show off what it can do. What’s next for Oshkosh (OSK) as it loses out on a major army contract. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 29, 2023 • 35:13

Ep. 211: Trimble CEO Rob Painter, Adobe, Kroger, Lennar

Ep. 211: Trimble CEO Rob Painter, Adobe, Kroger, Lennar

How industrial technology company Trimble CEO Rob Painter (TRMB) is taking big innovative swings in artificial intelligence and the metaverse. What do we really know about Adobe’s (ADBE) generative AI initiative? Is Kroger’s (KR) inflation managing strategy hurting lower income customers? Why won’t home builder Lennar (LEN) talk about artificial intelligence? The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices

Jun 21, 2023 • 36:57

Ep. 210: Fortuna Silver CEO Jorge Ganoza, Logitech International, Unity Software, Oracle

Ep. 210: Fortuna Silver CEO Jorge Ganoza, Logitech International, Unity Software, Oracle

Gold and silver miner Fortuna Silver CEO Jorge Ganoza (FSM) gives us details on the company’s new production and growing customer base. Logitech International (LOGI) grapples with the sudden departure of its CEO. Unity Software (U) leans on artificial intelligence to boost its advertising business and develop deeper relationships with developers. How Oracle (ORCL) is capitalizing on generative artificial intelligence to expand its cloud business. The Drill Down with Cory Johnson offers

Jun 14, 2023 • 33:47

Ep. 209: Ardmore Shipping CEO Anthony Gurnee, Yext, Vera Bradley, Ciena Corporation

Ep. 209: Ardmore Shipping CEO Anthony Gurnee, Yext, Vera Bradley, Ciena Corporation

Ardmore Shipping CEO Anthony Gurnee (ASC) explains how he’s shaped his company into a heavy hitter in the marine shipping industry.  How Yext (YEXT) is capitalizing on the current interest in artificial intelligence. How lower freight expenses and cost-cutting initiatives made a huge difference at niche-retailer Vera Bradley (VRA). Ciena Corporation (CIEN) gives us an inside look at what’s really going on in the computer networking industry. The Drill Down with Cory Johnson offers a regular look

Jun 7, 2023 • 37:02

Ep. 208: Whitestone REIT CEO Dave Holeman, Hovnanian Enterprises, Sportsman’s Warehouse, Advance Auto Parts

Ep. 208: Whitestone REIT CEO Dave Holeman, Hovnanian Enterprises, Sportsman’s Warehouse, Advance Auto Parts

Whitestone REIT CEO Dave Holeman (WSR) makes the case that strip malls are good business… at least the retail centers his company owns. Can Hovnanian Enterprises’ (HOV) build-to-rent business save homebuilders from rising rates? Sportsman’s Warehouse (SPWH) discovers that the ammunition business isn’t what it used to be. Why Advance Auto Parts (AAP) is struggling more than its competitors.  The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

Jun 1, 2023 • 34:19

Ep. 207: Take-Two Interactive CEO Strauss Zelnick, Analog Devices, America's Car-Mart, Abercrombie & Fitch Co

Ep. 207: Take-Two Interactive CEO Strauss Zelnick, Analog Devices, America's Car-Mart, Abercrombie & Fitch Co

Take-Two Interactive CEO Strauss Zelnick (TTWO) sheds light on plans for its massive gaming hit Grand Theft Auto franchise… and what it has thousands of developers working on. Why Analog Devices (ADI) says it’s getting the upper hand on pricing… and why it says Moore’s Law may have run its course. How America's Car-Mart (CRMT) is managing as more of its customers struggle to make their car payments. Behind the sales renaissance happening at Abercrombie & Fitch Co (ANF)... and how the company pla

May 24, 2023 • 37:57

Ep. 206: F5 CEO François Locoh-Donou, Polestar, Fox Corp, The Container Store

Ep. 206: F5 CEO François Locoh-Donou, Polestar, Fox Corp, The Container Store

Cloud software giant F5 CEO François Locoh-Donou (FFIV) explains why he thinks the slowdown in technology spending is temporary. Why electric vehicle maker Polestar (PSNYW) continues to struggle. Lachlan Murdoch opens up on the mounting legal bills for Fox Corp (FOXA). Who’s really to blame for the incredibly shrinking The Container Store (TCS). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaph

May 17, 2023 • 38:41

Ep. 205: VICI Properties CEO Edward Pitoniak, Zscaler, Twilio, ProFrac

Ep. 205: VICI Properties CEO Edward Pitoniak, Zscaler, Twilio, ProFrac

VICI Properties CEO Edward Pitoniak (VICI) gives us insight into the true health of the economy as only his casino-focused REIT would know… and explains how $VICI is harnessing emerging technology. Behind the rising demand for zero-trust cybersecurity specialist Zscaler (ZS). Why Twilio (TWLO) continues to struggle in the current macroeconomic environment. The big business of fracking supplier ProFrac (ACDC). The Drill Down with Cory Johnson offers a regular look at the business stories behind s

May 10, 2023 • 46:45

Ep. 204: Ranger Energy Services CEO Stuart Bodden, McDonald's, Kraft Heinz, Estee Lauder

Ep. 204: Ranger Energy Services CEO Stuart Bodden, McDonald's, Kraft Heinz, Estee Lauder

Ranger Energy Services CEO Stuart Bodden (RNGR) gives us a deep dive into his oil and gas business. McDonald's (MCD) sees revenues increase… But why is its business actually getting worse? Why Kraft Heinz (KHC) seems to be struggling to take advantage of more at-home consumption. Estee Lauder (EL) admits that pandemic challenges aren’t over for its business. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices.

May 3, 2023 • 30:38

Ep. 203: Karooooo CEO Isaias (Zak) Jose Calisto, Bed Bath and Beyond, Microsoft, Enphase Energy

Ep. 203: Karooooo CEO Isaias (Zak) Jose Calisto, Bed Bath and Beyond, Microsoft, Enphase Energy

How Karooooo CEO Zak Calisto (KARO) is evolving his business from car theft detection to international fleet management.  What Bed Bath and Beyond (BBBY) had to say a week before filing for bankruptcy protection. Making sense of Microsoft’s (MSFT) growing AI and slowing cloud business ambitions. Why Enphase Energy (ENPH) may want to start paying closer attention to policymakers. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more a

Apr 26, 2023 • 39:09

Ep. 202: Bioceres Crop Solutions CEO Federico Trucco, JPMorgan Chase, Citigroup, Intuitive Surgical

Ep. 202: Bioceres Crop Solutions CEO Federico Trucco, JPMorgan Chase, Citigroup, Intuitive Surgical

Bioceres Crop Solutions CEO Federico Trucco (BIOX) tells us how his technology is kick starting a regenerative and sustainable agricultural revolution that may allow crops to thrive despite climate change. JPMorgan Chase (JPM) reminds us how banks are able to succeed despite economic fears and headwinds… but warns that its inflow of deposits from the banking crisis may not be sticky. Citigroup (C) disagrees with JPMorgan and predicts that its inflow of deposits from the banking crisis will be st

Apr 20, 2023 • 39:31

Ep. 201: Embecta CEO Dev Kurdikar, Diamondback Energy, PriceSmart, Kura Sushi USA

Ep. 201: Embecta CEO Dev Kurdikar, Diamondback Energy, PriceSmart, Kura Sushi USA

Embecta CEO Dev Kurdikar (EMBC) explains the need for more diabetes testing and the global business behind it. What assets Diamondback Energy (FANG) may be selling in the Permian Basin… and why. How PriceSmart (PSMT) is positioning itself to become the Costco of Central and South America… and what the family behind PriceSmart understands about consumer demand. Kura Sushi USA (KRUS) expands with a little help from manga comic books and the Demon Slayer franchise. The Drill Down with Cory Johnson

Apr 13, 2023 • 39:07

Ep. 200: Shutterstock CEO Paul Hennessy, Dave and Buster’s Entertainment, Simply Good Foods, RH

Ep. 200: Shutterstock CEO Paul Hennessy, Dave and Buster’s Entertainment, Simply Good Foods, RH

How Shutterstock CEO Paul Hennessy (SSTK) is remaking the company with artificial intelligence and partnering with OpenAI. The “mismatch” causing headaches at Dave and Buster’s (PLAY). How Simply Good Foods (SMPL) is playing catch up after misjudging inflation. What’s behind the RH (RH) blame game. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 6, 2023 • 36:33

Ep. 199: Worthington Industries CEO Andy Rose, Toronto-Dominion Bank, Lululemon Athletica, Micron Technologies

Ep. 199: Worthington Industries CEO Andy Rose, Toronto-Dominion Bank, Lululemon Athletica, Micron Technologies

Worthington Industries CEO Andy Rose (WOR) explains how his metal and industrial manufacturing business utilizes technology and innovation to make big profits in niche markets. Toronto-Dominion Bank (TD) says its deposits are healthy. Lululemon Athletica (LULU) reveals some unexpected twists and turns in its inventory situation. Why Micron Technologies (MU) is seen as a bellwether for the economy. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the

Mar 29, 2023 • 34:36

Ep. 198: Waters Corporation CEO Dr. Udit Batra, TriNet, Winnebago, Affirm Holdings

Ep. 198: Waters Corporation CEO Dr. Udit Batra, TriNet, Winnebago, Affirm Holdings

A special report on the broad spillover effect of the ongoing banking crisis and failure of Silicon Valley Bank failure. And Waters Corporation CEO Dr. Udit Batra (WAT) describes the business and technology behind the super advanced laboratory equipment his company makes for the pharmaceutical industry. How TriNet (TNET) is working to make sure its clients make payroll in the wake of the SVB collapse.  How interest rates and the banking crisis are impacting Winnebago (WGO) and its customers. Onl

Mar 23, 2023 • 33:14

Ep. 197: Eagle Point CEO Thomas Majewski, Caterpillar, Alaska Air, NatWest Group

Ep. 197: Eagle Point CEO Thomas Majewski, Caterpillar, Alaska Air, NatWest Group

Eagle Point CEO Thomas Majewski (ECC) talks about paying his fund’s large dividend and the health of corporate debt amid the current banking crisis. Caterpillar (CAT) assures customers that its finance arm isn’t entangled in the challenges facing other banks. Alaska Air (ALK) opens up about its venture capital business. Why NatWest Group (NWG) says its balance sheet is weather-proof. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn m

Mar 16, 2023 • 35:00

Ep. 196: SPECIAL: Washington Federal CEO Brent Beardall, Silicon Valley Bank, Portman Ridge Finance, Triplepoint Venture Growth

Ep. 196: SPECIAL: Washington Federal CEO Brent Beardall, Silicon Valley Bank, Portman Ridge Finance, Triplepoint Venture Growth

SPECIAL SHOW: Washington Federal (WAFD) CEO Brent Beardall’s first comments since the failure of Silicon Valley Bank – and since surviving a deadly January plane crash. Is WaFed’s extreme concentration in real estate also a problem?  And Silicon Valley Bank’s CEO Greg Becker on why he thought tech couldn’t fail. Triplepoint Venture Growth (TPVG) on a SVB loan that went bust after the failure of pharma startup Medly. Lender Portman Ridge Finance (PTMN) on the shock waves going through the technol

Mar 10, 2023 • 36:13

Ep. 195: Yext CEO Michael Walrath, Squarespace, Nutanix, Korn Ferry

Ep. 195: Yext CEO Michael Walrath, Squarespace, Nutanix, Korn Ferry

Yext CEO Michael Walrath (YEXT) tells us when the company’s big bet on artificial intelligence will pay off. Squarespace (SQSP) taps artificial intelligence to build its website business. How Nutanix (NTNX) stumbled into some accounting trouble. How Korn Ferry (KFY) is staying a leader in executive search and recruitment by catering to post-pandemic c-suite trends. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad

Mar 9, 2023 • 49:14

Ep. 194: Logitech International CEO Bracken Darrell, Jack in the Box, Agilent, Montrose Environmental Group

Ep. 194: Logitech International CEO Bracken Darrell, Jack in the Box, Agilent, Montrose Environmental Group

Where Logitech International CEO Bracken Darrell (LOGI) sees growth opportunities for the computer hardware maker as consumers think about pulling back on gadget-buying. Jack in the Box (JACK) has a winning strategy in Florida and Arkansas, is making expansion plans and weathering both food and labor inflation. The atomic technology that has Agilent (A) seeing a future in semiconductors. Behind the rapidly shrinking business at Montrose Environmental Group (MEG). The Drill Down with Cory Johnson

Mar 1, 2023 • 37:43

Ep. 193: Calliditas CEO Renee Aguiar-Lucander, Coinbase, Albemarle Corporation, Dropbox

Ep. 193: Calliditas CEO Renee Aguiar-Lucander, Coinbase, Albemarle Corporation, Dropbox

How Calliditas CEO Renee Aguiar-Lucander (CALT) aims to treat kidney disease– and win over regulators in China and the U.S. How Coinbase (COIN) is trying to make nice with the SEC and why it’s standing by its “stakes”. The challenges facing Albemarle Corporation (ALB) despite robust lithium demand. The rental properties that are causing headaches at Dropbox (DBX). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad ch

Feb 22, 2023 • 41:31

Ep. 192: Zuora CEO Tien Tzuo, Airbnb, Ardmore Shipping, WESCO International

Ep. 192: Zuora CEO Tien Tzuo, Airbnb, Ardmore Shipping, WESCO International

Why Zuora CEO Tien Tzuo (ZUO) says the future may be in the ability to rent everything everywhere for everyone. The path to profitability at Airbnb (ABNB). Ardmore Shipping (ASC) has a strong wind at its back… but still faces questions of illegal shipping with Russia. WESCO International (WCC) looks to digitize its legacy business and make the most of artificial intelligence. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more abou

Feb 15, 2023 • 43:15

Ep. 191: SMART Global Holdings CEO Mark Adams, Brunswick Corporation, RH, Pinterest

Ep. 191: SMART Global Holdings CEO Mark Adams, Brunswick Corporation, RH, Pinterest

SMART Global Holdings CEO Mark Adams (SGH) explains his successful strategy to keep revenue growing and take a leading position in semiconductors. How recreational boatmaker Brunswick Corporation (BC) was able to deliver record results despite economic headwinds… and sell more engines than boats. RH (RH) gets a reminder that accounting matters. How Pinterest (PINS) is evolving and finding growth.  The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the

Feb 9, 2023 • 41:48

Ep. 190: Simulations Plus CEO Shawn O’Connor, AMD,  Whirlpool, Match Group

Ep. 190: Simulations Plus CEO Shawn O’Connor, AMD, Whirlpool, Match Group

How software company Simulations Plus CEO Shawn O’Connor (SLP) enables pharmaceutical giants to digitally test the safety of new drugs. AMD (AMD) keeps expanding its footprint in datacenter chips. Whirlpool (WHR) sees an end to inflation. How Match Group (MTCH) plans to keep its love business growing in 2023. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 1, 2023 • 36:28

Ep. 189: Primo Water CEO Tom Harrington, Zion Bancorporation, Baker Hughes, Halliburton

Ep. 189: Primo Water CEO Tom Harrington, Zion Bancorporation, Baker Hughes, Halliburton

The secret to Primo Water CEO Tom Harrington’s success providing high-quality drinking water and high profits one bottle at a time (PRMW). The rising expenses worrying Zion Bancorporation (ZION). Behind Baker Hughes’s (BKR) optimism about natural gas in 2023.  And why Halliburton (HAL) says the North American market may surprise the oil industry. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megap

Jan 25, 2023 • 36:24

Ep. 188: Calavo Growers CEO Brian W. Kocher, J.B. Hunt Transport Services, Roblox, KeyCorp

Ep. 188: Calavo Growers CEO Brian W. Kocher, J.B. Hunt Transport Services, Roblox, KeyCorp

How avocado king Calavo Growers CEO Brian W. Kocher (CVGW) juggles cost pressures and the fury of mother nature. Why J.B. Hunt Transport Services (JBHT) is optimistic about the state of the supply chain. Behind the explosive growth at gaming company Roblox (RBLX). KeyCorp (KEY) focuses on digitization and loans. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 20, 2023 • 42:11

Ep. 187: Titan International CEO Paul Reitz, Healthequity, Walgreens Boots Alliance, Irhythm Technologies

Ep. 187: Titan International CEO Paul Reitz, Healthequity, Walgreens Boots Alliance, Irhythm Technologies

Titan International CEO Paul Reitz (TWI) explains the tire-maker’s path to profitability. Walgreens Boots Alliance (WBA) paints a vision for the future at the JPMorgan Healthcare Conference. Healthequity (HQY) see rising popularity in health savings accounts. Irhythm Technologies (IRTC) has a potential lifesaving technology for undiagnosed irregular heartbeats. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choic

Jan 11, 2023 • 41:52

Ep. 186: Sumo Logic CEO Ramin Sayar, Absolute Software, VICI Properties, Dice Therapeutics

Ep. 186: Sumo Logic CEO Ramin Sayar, Absolute Software, VICI Properties, Dice Therapeutics

Sumo Logic CEO Ramin Sayar (SUMO) tells us how he’s making cloud-native applications secure. Absolute Software (ABST) shows the value of understanding your customer. VICI Properties (VICI) keeps making winning bets in Las Vegas. Dice Therapeutics (DICE) emerges as a leader in its field thanks to a new therapy. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 4, 2023 • 44:15

Ep. 185: Five Below CEO Joel Anderson, Tesla, Vapotheroem, Enochian Biosciences

Ep. 185: Five Below CEO Joel Anderson, Tesla, Vapotheroem, Enochian Biosciences

Five Below CEO Joel Anderson (FIVE) explains his expansion strategy for 2023 and how he uses technology to anticipate his customers’ needs. Are Tesla’s (TSLA) problems all about Elon Musk? Vapotheroem (VAPO) looks for a way forward without a pandemic. Enochian Biosciences (ENOB) struggles to move beyond multiple controversies. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 28, 2022 • 39:40

Ep. 184: DigitalOcean CEO Yancey Spruill, Calavo Growers, FuelCell Energy, Worthington Industries

Ep. 184: DigitalOcean CEO Yancey Spruill, Calavo Growers, FuelCell Energy, Worthington Industries

Cloud computing heavyweight DigitalOcean CEO Yancey Spruill (DOCN) on building a winning digital strategy and competing with Amazon Web Services. How avocado giant Calavo Growers (CVGW) manages shifting inflationary pressures. Why FuelCell Energy (FCEL) may be running out of fuel. How steel company Worthington Industries (WOR) is preparing for 2023. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit me

Dec 22, 2022 • 37:52

Ep. 183: TravelCenters of America CEO Jonathan Pertchik, Lennar, RCI Hospitality Holdings, Rev Group

Ep. 183: TravelCenters of America CEO Jonathan Pertchik, Lennar, RCI Hospitality Holdings, Rev Group

TravelCenters of America CEO Jonathan Pertchik (TA) gauges the health of the U.S. consumer through the lens of the open road. How homebuilding giant Lennar (LEN) is preparing for more challenges to the housing industry. Strip club king RCI Hospitality Holdings (RICK) goes on a shopping spree and strategizes on wooing a younger clientele.  Rev Group (REVG) finds work making fleets of school buses. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the

Dec 15, 2022 • 37:07

Ep. 182: Lilium Co-Founder and Chief Engineer for Innovation Daniel Wiegand (LILM), Lululemon, DocuSign, Johnson Outdoors

Ep. 182: Lilium Co-Founder and Chief Engineer for Innovation Daniel Wiegand (LILM), Lululemon, DocuSign, Johnson Outdoors

Will flying cars ever get off the ground? Lilium Co-Founder and Chief Engineer for Innovation Daniel Wiegand (LILM) makes the case for its vertical take-off and landing jets. Lululemon (LULU) has a unique spin on its inventory. Where DocuSign (DOCU) keeps finding new customers. How Johnson Outdoors (JOUT) successfully managed supply chain concerns. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit meg

Dec 9, 2022 • 35:31

Ep. 181: Alteryx CEO Mark Anderson, Hormel, Docusign, Inotiv

Ep. 181: Alteryx CEO Mark Anderson, Hormel, Docusign, Inotiv

How Alteryx CEO Mark Anderson (AYX) is making data analysis available to everyone. Hormel (HRL) gets a taste of higher feed costs. Who is running Docusign (DOCU)? How monkey smuggling cost Inotiv (NOTV) $250 million. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 30, 2022 • 35:36

Ep. 180: Aflac COO Fred Crawford, Warner Music Group, Abercrombie & Fitch, Dollar Tree

Ep. 180: Aflac COO Fred Crawford, Warner Music Group, Abercrombie & Fitch, Dollar Tree

Aflac COO Fred Crawford (AFL) explains the insurance giant’s international strategy. Behind Warner Music Group’s (WMG) digital evolution. Abercrombie & Fitch (ANF) sees the upside of people returning to the office. What Dollar Tree (DLTR) understands about its customers that other discount retailers may want to study. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 22, 2022 • 40:27

Ep. 179: National Energy Services Reunited CEO Sherif Foda, Walmart, TJX Companies, Shoals Technologies

Ep. 179: National Energy Services Reunited CEO Sherif Foda, Walmart, TJX Companies, Shoals Technologies

The only Saudi Arabian company listed in the United States, National Energy Services Reunited CEO Sherif Foda (NESR), shares  insight into global oil markets. How Walmart (WMT) and TJX Companies (TJX) are making inflation their friend… and handling a big change in supply chains. How Shoals Technologies (SHLS) is handling a huge surge in the solar business. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. V

Nov 16, 2022 • 36:32

Ep. 178: Columbus McKinnon CEO David Wilson, R1 RCM, Plug Power, Silvergate Capital

Ep. 178: Columbus McKinnon CEO David Wilson, R1 RCM, Plug Power, Silvergate Capital

Columbus McKinnon CEO David Wilson (CMCO) gives us a glimpse into the health of factories across the globe. How cryptocurrency bank Silvergate Capital (SI) is managing challenges among crypto exchanges. Why some of R1 RCM’s (RCM) healthcare industry customers are having trouble paying their bills. How hydrogen fuel cell company Plug Power (PLUG) continues to plug forward in the race for more electric vehicles. The Drill Down with Cory Johnson offers a regular look at the business stories behind

Nov 9, 2022 • 43:14

Ep. 177: Lightwave Logic CEO Michael Lebby, W. W. Grainger, Civitas Resources, Tge New York Times Company

Ep. 177: Lightwave Logic CEO Michael Lebby, W. W. Grainger, Civitas Resources, Tge New York Times Company

When might Lightwave Logic CEO Michael Lebby (LWLG) deliver on its promise of making the internet faster? The secret sauce propelling growth at W. W. Grainger (GWW). Managing the drilling strategy at oil and gas company Civitas Resources (CIVI). The digital lifeline improving prospects at The New York Times Company (NYT). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 2, 2022 • 35:57

Ep. 176: Sprinklr CEO Ragy Thomas, Spotify, Teradyne, Crown Holdings

Ep. 176: Sprinklr CEO Ragy Thomas, Spotify, Teradyne, Crown Holdings

Sprinklr CEO Ragy Thomas (CXM) tells us how he plans on beating his competitors in the booming social customer service software market. Why Spotify (SPOT) is so confident in its podcasting business. Semiconductor and electronics test maker Teradyne (TER) gives us a glimpse into the health and future of the tech industry. Crown Holdings (CCK) reveals the raw materials headwinds it faces. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Lear

Oct 27, 2022 • 38:51

Ep. 175: Planet Labs CEO Will Marshall, Silvergate Capital, Netflix, Lockheed Martin

Ep. 175: Planet Labs CEO Will Marshall, Silvergate Capital, Netflix, Lockheed Martin

What Planet Labs CEO Will Marshall (PL) is doing to combat climate change… and make its mark in the emerging space industry. Crypto bank Silvergate Capital (SI) hints at when its stablecoin may be ready. How Netflix (NFLX) got its groove back… and revels the eye popping number of its production budget. Lockheed Martin (LMT) reveals some secrets about billions of dollars in classified weapons development, including weapons in space.  The Drill Down with Cory Johnson offers a daily look at the bus

Oct 19, 2022 • 38:59

Ep. 174: Designer Brands CEO Roger Rawlins, Levi’s, Tilray, Applied Micro Devices

Ep. 174: Designer Brands CEO Roger Rawlins, Levi’s, Tilray, Applied Micro Devices

Footwear retailer Designer Brands CEO Roger Rawlins (DBI) tells us how he changed his business during the pandemic with a less-is-more strategy. When marijuana company Tilray (TLRY) may start to capitalize on a friendlier stance on cannabis at the White House. Applied Micro Devices (AMD) gives a warning about the direction of the personal computing industry. Inflation, supply chain issues and a strong dollar are making Levi’s (LEVI) blue… but the company sees more consumers wearing Levi’s to the

Oct 12, 2022 • 33:26

Ep. 173: Endava CEO John Cotterell, Helen of Troy, Micron Technologies, RPM International

Ep. 173: Endava CEO John Cotterell, Helen of Troy, Micron Technologies, RPM International

Endava CEO John Cotterell (DAVA) on how to manage decade-long relationships with corporate clients and keep IT business growing. Helen of Troy (HELE) sees inflation take a bite out of its beauty business. Micron Technologies (MU) makes a massive bet on a new semiconductor factory and forecasts what’s next for personal computers. How RPM International (RPM) keeps its coating business growing despite rising costs. The Drill Down with Cory Johnson offers a regular look at the business stor

Oct 6, 2022 • 28:23

Ep. 172: Trinity Capital CEO Steve Brown, AutoZone, Apogee Enterprises, Bowlero

Ep. 172: Trinity Capital CEO Steve Brown, AutoZone, Apogee Enterprises, Bowlero

Trinity Capital CEO Steve Brown (TRIN) gives us a master class in investing in growth-stage companies. How AutoZone (AZO) successfully hedges downward pressures on prices and customers. Apogee Enterprises (APOG) looks beyond office towers as customers for its windows. Bowlero (BOWL) bounces back from the pandemic and positions itself as an alternative to the company water cooler. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more

Sep 21, 2022 • 40:04

Ep. 171: Secureworks CEO Wendy Thomas, American Outdoor Brands, Mastercraft Boat Holdings, FuelCell Energy

Ep. 171: Secureworks CEO Wendy Thomas, American Outdoor Brands, Mastercraft Boat Holdings, FuelCell Energy

How Secureworks CEO Wendy Thomas (SCWX) reimagined the cybersecurity company and is carving out a niche in a crowded field of threat detection. Is American Outdoor Brands (AOUT) a proverbial canary in the coal mine when it comes to shooting sports. Despite strong profits, what has Mastercraft Boat Holdings (MCFT) so worried about the industry? Will FuelCell Energy (FCEL) be able to finish a submarine base on schedule… and how might the green tech company benefit from increased climate spending?

Sep 13, 2022 • 36:22

Ep. 170: SoundHound AI CEO Keyvan Mohajer, Coupa Software, Chesapeake Energy, HubSpot

Ep. 170: SoundHound AI CEO Keyvan Mohajer, Coupa Software, Chesapeake Energy, HubSpot

SoundHound AI CEO Keyvan Mohajer (SOUN) on the growing importance of conversational artificial intelligence and the future of computing. Coupa Software (COUP) delivers on its promise of a strong quarter. How Chesapeake Energy (CHK) is taking advantage of higher energy prices. Will HubSpot (HUBS) be able to win market share with lower prices? The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit m

Sep 9, 2022 • 34:11

Ep. 169: Coupa CEO Rob Bernshteyn, Chewy, Express, REX American Resources

Ep. 169: Coupa CEO Rob Bernshteyn, Chewy, Express, REX American Resources

How Coupa CEO Rob Bernshteyn (COUP) plans to win new customers as well as recession-proof his massive cloud-based business spend management platform. How pet toy retailer Chewy (CHWY) plans to navigate the double headed challenge of inflation pressure and shifting consumer behavior. Is it possible for Express (EXPR) to course correct? Why is REX American Resources (REX) complaining so loudly about its business? The Drill Down with Cory Johnson offers a regular look at the business stories behind

Sep 1, 2022 • 36:06

Ep. 168: Heliogen CEO Bill T. Gross, Dell, Affirm, Workday

Ep. 168: Heliogen CEO Bill T. Gross, Dell, Affirm, Workday

How Heliogen CEO Bill T. Gross (HLGN) is generating power by employing mirrors… and drawing investments from Bill Gates and Steve Case. The headwinds Dell (DELL) is preparing for. Digesting potential challenges to the computer models at lender Affirm (AFRM). Will recession fears dampen Workday’s (WDAY) strong year? The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 29, 2022 • 34:33

Ep. 167: Smartsheet CEO Mark Mader, United States Steel Corporation, Avis Budget Group, Graphic Packaging Holding Company

Ep. 167: Smartsheet CEO Mark Mader, United States Steel Corporation, Avis Budget Group, Graphic Packaging Holding Company

Smartsheet CEO Mark Mader (SMAR) tells us what’s behind the company’s impressive sales figures. United States Steel Corporation (X) watches one of its businesses grow as the energy sector prepares to increase drilling. Avis Budget Group (CAR) saw a huge silver lining to the global pandemic. How Graphic Packaging Holding Company (GPK) is able to raise prices without hearing complaints from its customers. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks

Aug 17, 2022 • 39:18

Ep. 166: Verint CEO Dan Bodner, Constellation Energy, Tyson Foods, Palantir Technologies

Ep. 166: Verint CEO Dan Bodner, Constellation Energy, Tyson Foods, Palantir Technologies

How Verint CEO Dan Bodner (VRNT) is harnessing artificial intelligence and digital technology to try to improve customer experience and its chat bots. Constellation Energy (CEG) may see a boost from the climate bill. Tyson Foods (TSN) finds benefits in cheap meat. Palantir Technologies (PLTR) leaves us wondering what would be left of the company without its lucrative government contracts. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Le

Aug 10, 2022 • 35:06

Ep. 165: Nutanix CEO Rajiv Ramaswami, Lucid, Advanced Micro Devices, Nabors Industries

Ep. 165: Nutanix CEO Rajiv Ramaswami, Lucid, Advanced Micro Devices, Nabors Industries

Hybrid cloud software provider Nutanix CEO Rajiv Ramaswami (NTNX) explains his company’s invisible cloud-philosophy. What Lucid (LCID) may need to do to get beyond the supply chain bottlenecks it says are keeping the electronic vehicle maker stuck in low gear. Advanced Micro Devices (AMD) says it expects the weak personal computer market to persist until the end of the year. Oil and gas drilling contractor Nabors Industries (NBR) is preparing for a productive new year. The Drill Down with Cory J

Aug 5, 2022 • 36:03

Ep. 163: Informatica CEO Amit Walia, Silvergate Capital, Ally Financial, Halliburton

Ep. 163: Informatica CEO Amit Walia, Silvergate Capital, Ally Financial, Halliburton

Informatica CEO Amit Walia (INFA) sees pandemic-induced digitization across industries continuing. But what happens if remote work truly comes to an end? Cryptocurrency bank Silvergate Capital (SI) defies short sellers and sees no reason to make changes to its strategy. Ally Financial (ALLY) explains why higher rates may not be a challenge for car sellers. Halliburton (HAL) gives us clues as to when drillers may start drilling again. The Drill Down with Cory Johnson offers a regular look at the

Aug 4, 2022 • 42:07

Ep. 164: atai Life Sciences CEO Florian Brand, Ford Motor Company, Century Communities, Columbia Sportswear Company

Ep. 164: atai Life Sciences CEO Florian Brand, Ford Motor Company, Century Communities, Columbia Sportswear Company

How atai Life Sciences CEO Florian Brand (ATAI) is leading the way in the emerging science of psychedelic drug development and revolutionizing psychiatric biotech medicine. Ford Motor Company (F) plans to change potentially every part of its business as it drives toward an EV future… We discuss how the automaker is securing the materials necessary to do so. Single-family homebuilder Century Communities (CCS) explains why higher rates may actually be a good thing for its inventory. Columbia Sport

Jul 29, 2022 • 51:30

Ep. 162: Stratasys CEO Dr. Yoav Zeif, Talos Energy, Fastenal, Conagra Brands

Ep. 162: Stratasys CEO Dr. Yoav Zeif, Talos Energy, Fastenal, Conagra Brands

Stratasys CEO Dr. Yoav Zeif (SSYS) tells us how the business of 3D printing is evolving.  Could smaller oil producers like Talos Energy (TALO) be preparing to drill more? Why home construction supplier Fastenal (FAST) is talking about deflationary pressures rather than inflation. Conagra Brands (CAG) hints that food inflation pressures may be peaking. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit

Jul 15, 2022 • 42:02

Ep. 161: CrowdStrike CEO George Kurtz, NovaGold (NG), Micron Technology (MU), Constellation Brands (STZ)

Ep. 161: CrowdStrike CEO George Kurtz, NovaGold (NG), Micron Technology (MU), Constellation Brands (STZ)

CrowdStrike (CRWD) co-founder and CEO George Kurtz explains the company’s rapid growth and why a slow down in technology spending will not affect cybersecurity. NovaGold’s (NG) liquidity struggles and giant Alaskan gold mine. Micron Technology (MU) sees a meaningful slowdown in PCs and smartphones. And beer. Lots of beer. Constellation Brands (STZ) rides strong beer sales to offset rising transportation and raw-material costs. The Drill Down with Cory Johnson offers a regular look at the busines

Jul 8, 2022 • 35:02

Ep. 160: Zscaler CEO Jay Chaudhry, Bed Bath & Beyond, General Mills, AeroVironment

Ep. 160: Zscaler CEO Jay Chaudhry, Bed Bath & Beyond, General Mills, AeroVironment

Cybersecurity leader Zscaler CEO Jay Chaudhry (ZS) makes the case for "zero trust" services… and how he’s bringing IT network security into the cloud-based era. Bed Bath & Beyond (BBBY) shows its CEO the door after a spectacularly failed turn-around. Will General Mills (GIS) be able to maintain healthy sales if inflation gets as bad as it warns and if a pandemic-era government program expires? AeroVironment (AVAV)’s drones are being used successfully by Ukraine on the battlefield… but supply-cha

Jul 5, 2022 • 32:51

Ep. 159: Mister Car Wash CEO John Lai, FactSet Research Systems, Carnival, Smith & Wesson Brands

Ep. 159: Mister Car Wash CEO John Lai, FactSet Research Systems, Carnival, Smith & Wesson Brands

How Mister Car Wash CEO John Lai (MCW) uses technology and old fashioned customer service to keep its profits pouring in. Carnival (CCL) aims to keep its customers loyal and sticky. FactSet Research Systems (FDS) waves off investor concerns and shows how to successfully invest in one’s own business even when your broader industry faces challenges. Smith & Wesson Brands (SWBI) gets a bump from the Supreme Court… but what about its long term business? The Drill Down with Cory Johnson offers a regu

Jun 27, 2022 • 41:28

Ep. 158: Blend Labs CEO Nima Ghamsari (BLND), Oracle, Kroger, La-Z-Boy

Ep. 158: Blend Labs CEO Nima Ghamsari (BLND), Oracle, Kroger, La-Z-Boy

Blend Labs CEO Nima Ghamsari (BLND) explains the cloud-company’s customer-first philosophy and how he aims to make the banking industry more transparent and fast-paced. How Oracle (ORCL) is managing to build momentum in the cloud despite stiff competition. La-Z-Boy Incorporated (LZB) shows us how to keep sales growing in the face of inflationary pressures and supply chain headaches. Kroger (KR) sees green thanks to loyal customers willing to stomach higher costs. The Drill Down with Cory Johnson

Jun 23, 2022 • 33:42

Ep. 157: Phillips Edison CEO Jeffrey Edison, Valvoline, Excelerate Energy, Caleres

Ep. 157: Phillips Edison CEO Jeffrey Edison, Valvoline, Excelerate Energy, Caleres

How Phillips Edison CEO Jeffrey Edison (PECO) steered his shopping center real estate business through the pandemic with a focus on locality and design. How the owner of Famous Footwear, Caleres (CAL),  has successfully managed shifting consumer habits and demand. Valvoline (VVV) may be of interest to a buyer and refuses to face hard questions from analysts. Excelerate Energy (EE) may be able to help Europe with its changing fuel needs. The Drill Down with Cory Johnson offers a regular look at t

May 25, 2022 • 45:16

Ep. 156: Expensify CEO David Barrett, Kohl’s, Deere & Company, Foot Locker

Ep. 156: Expensify CEO David Barrett, Kohl’s, Deere & Company, Foot Locker

The science behind seamless expense-reporting with Expensify CEO David Barrett’s (EXFY) and how they innovated the industry business model. How Kohl’s (KSS) raises prices and passes along rising costs to their customers. Deere & Company (DE) sees inflation coming from supply chain problems… and predicts when that’s going to end. How Foot Locker (FL) made the most of the pandemic and machine learning to improve its bottom line. The Drill Down with Cory Johnson offers a regular look at the busines

May 20, 2022 • 34:09

Ep. 155: VICI Properties CEO Ed Pitionak, Beyond Meat, Roblox, Polaris

Ep. 155: VICI Properties CEO Ed Pitionak, Beyond Meat, Roblox, Polaris

VICI Properties CEO Ed Pitionak (VICI) explains how he manages a huge chunk of the Las Vegas strip and why casinos can be incredibly resilient in the face of global pandemics.  Beyond Meat (BYND) says it still has enough cash on hand to weather its current, ongoing, situation. Roblox (RBLX) insists its rough months are behind it… but what about getting around Apple privacy blockade? How Polaris (PII) successfully manages its supplier relationships. The Drill Down with Cory Johnson offers a regul

May 12, 2022 • 40:18

Ep. 154: DICE Therapeutics CEO Kevin Judice, Brunswick, Chegg

Ep. 154: DICE Therapeutics CEO Kevin Judice, Brunswick, Chegg

DICE Therapeutics CEO Kevin Judice, PhD., (DICE), explains the company’s focus on democratizing skin disease therapies. Brunswick (BC) says the business is doing well… but is anyone listening? Chegg (CHGG) sounds the alarm about the current state of higher education in the U.S. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 4, 2022 • 44:48

Ep. 153: Riot Blockchain CEO Jason Les (RIOT), HCA Healthcare, Hewlett Packard Enterprise, Marine Products

Ep. 153: Riot Blockchain CEO Jason Les (RIOT), HCA Healthcare, Hewlett Packard Enterprise, Marine Products

The industrial era for crypto? Riot Blockchain CEO Jason Les (RIOT)’s unique source of cheap power promises a big bump in bitcoin mining. Is HCA Healthcare (HCA) showing the rest of us just where the latest bout of inflation could be permanent? Why Hewlett Packard Enterprise (HPE) expects demand to be strong. Why Marine Products (MPX) may be saying something different from what we are hearing from the market. The Drill Down with Cory Johnson offers a regular look at the business stories behind s

Apr 25, 2022 • 42:22

Ep. 152: SolarWinds CEO Sudhakar Ramakrishna (SWI), American Airlines, C4 Therapeutics, EnLink Midstream

Ep. 152: SolarWinds CEO Sudhakar Ramakrishna (SWI), American Airlines, C4 Therapeutics, EnLink Midstream

SolarWinds CEO Sudhakar Ramakrishna (SWI) weighs in on the current cybersecurity threat from the Kremlin, how his company has evolved since being hacked in 2020 and what SolarWinds is doing to manage an explosion in home-based security concerns for its customers. Why American Airlines (AAL) shares may not reflect the health of its business or the industry at large. Why C4 Therapeutics (CCCC) may change its plan to create a therapy that would encourage cancerous tumors to kill themselves. How EnL

Apr 13, 2022 • 40:46

Ep. 151: dLocal COO Sumita Pandit, Blend Labs, Crane, BlackBerry

Ep. 151: dLocal COO Sumita Pandit, Blend Labs, Crane, BlackBerry

dLocal COO Sumita Pandit (DLO) explains how her fintech connects global merchants to consumers in emerging markets – and covers all aspects of a transaction no matter the local currency. Newly public Blend Labs (BLND) struggles with rising interest rates and stiff cloud competition. Crane (CR) makes a big move to take on Block and other payment companies and to remind investors about the value of the company's various divisions. BlackBerry (BB) insists it has the stuff to be a cybersecurity succ

Apr 6, 2022 • 34:11

Ep. 150: Criteo CEO Megan Clarken, Paychex, RH, IGM Biosciences

Ep. 150: Criteo CEO Megan Clarken, Paychex, RH, IGM Biosciences

How digital media powerhouse Criteo and its new CEO Megan Clarken (CRTO) are finding ways around the privacy limitations from Apple and Facebook. Fintech heavyweight Paychex (PAYX) finds new lines of business are possible thanks to millions of workers quitting their jobs. Why RH (RH) is blaming Russia for its weak results. What IGM Biosciences (IGMS) needs to do with a lifesaving cash infusion from Sanofi. The Drill Down with Cory Johnson offers a regular look at the business stories behind stoc

Mar 30, 2022 • 40:53

Ep. 149: Legend Biotech (LEGN) CEO Ying Huang, PhD., Helmerich & Payne, U.S. Steel, Brunswick Corporation

Ep. 149: Legend Biotech (LEGN) CEO Ying Huang, PhD., Helmerich & Payne, U.S. Steel, Brunswick Corporation

Legend Biotech CEO Ying Huang, PhD., (LEGN) tells us about the company’s newly approved treatment for a rare and complicated blood cancer and on LEGN’s partnership with Johnson & Johnson. Helmerich & Payne (HP) may see rising demand for rigs as oil companies prepare for an uptick in U.S. production. How U.S. Steel (X) will benefit as some Trump-era tariffs are ended. Brunswick Corporation (BC) throws cold water on the idea that higher gas prices may lead to lower demand for boats. The Drill Down

Mar 24, 2022 • 42:21

Ep. 148: WM Technology CEO Chris Beals (MAPS), Jabil, HollyFrontier, KAR Auction Services

Ep. 148: WM Technology CEO Chris Beals (MAPS), Jabil, HollyFrontier, KAR Auction Services

How Weedmaps plans to become the Amazon and Shopify of cannabis. We talked to WM Technology CEO Chris Beals (MAPS). How contract technology manufacturer Jabil (JBL) seems to be navigating supply chain issues — with a big help from APPLE. HollyFrontier (DINO) moves profitably from refining OIL to refining renewables. How KAR Auction Services (KAR) may have quietly sold you your recent used car. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the mov

Mar 16, 2022 • 49:00

Ep. 147: ZeroFox CEO James Foster (LNFA), Bumble, Trean Insurance Group and Tidewater.

Ep. 147: ZeroFox CEO James Foster (LNFA), Bumble, Trean Insurance Group and Tidewater.

ZeroFox CEO James Foster (LNFA) on crafting a successful SPAC IPO and landing one of the largest and most sensitive government security contracts. Bumble (BMBL) shares the hard facts of just how much love was lost during the pandemic. Despite significant struggles, Trean Insurance Group (TIG) says it has no plans to change its strategy moving forward. How Tidewater (TDW) is building a renewable energy empire across the globe. The Drill Down with Cory Johnson offers a regular look at the business

Mar 11, 2022 • 45:50

Ep. 146: Oshkosh CEO John Pfeifer (OSK), Beyond Meat, Opendoor Technologies and Nordstrom (JWN).

Ep. 146: Oshkosh CEO John Pfeifer (OSK), Beyond Meat, Opendoor Technologies and Nordstrom (JWN).

An exclusive interview with Oshkosh CEO John Pfeifer (OSK) on converting gas powered postal trucks to electric power. Will partnerships with restaurants and fast-food chains rescue Beyond Meat (BYND)? What home-flipper Opendoor Technologies (OPEN) plans to do with its thousands of unsold homes. The steps Nordstrom (JWN) has been taking to improve performance and bring awareness to its brand. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

Mar 3, 2022 • 47:12

Ep. 145: Vera Therapeutics CEO Marshall Fordyce (VERA), CVR Energy, American Axle & Manufacturing Holdings

Ep. 145: Vera Therapeutics CEO Marshall Fordyce (VERA), CVR Energy, American Axle & Manufacturing Holdings

How Vera Therapeutics CEO Marshall Fordyce (VERA) is targeting the source of a rare kidney disease… and the area of clinical research that needs the most innovation. The CEO of CVR Energy (CVI) offers clues that he may be focused on stock gains rather than business gains. Data from American Axle & Manufacturing Holdings (AXL) suggests that Tesla’s days as the electric car leader may be numbered. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the m

Feb 23, 2022 • 41:23

Ep. 144: Absolute Software CEO Christy Wyatt (ABST), ViacomCBS, Devon Energy and Shopify.

Ep. 144: Absolute Software CEO Christy Wyatt (ABST), ViacomCBS, Devon Energy and Shopify.

The cybersecurity company aiming to make devices more resilient and able to self-heal… Absolute Software CEO Christy Wyatt (ABST) is our guest. ViacomCBS (VIAC) attempts to reframe itself as a streaming king… but the way it mishandled the streaming rights to one of the company’s most popular shows is a source of deep concern. How Devon Energy (DVN) emerged a winner throughout the pandemic and why the company isn’t putting much  faith in higher oil costs. Shopify (SHOP) struggles to adjust to a p

Feb 16, 2022 • 41:54

Ep. 143: SailPoint CEO Mark McClain (SAIL), New Relic. Pfizer, Chipotle Mexican Grill

Ep. 143: SailPoint CEO Mark McClain (SAIL), New Relic. Pfizer, Chipotle Mexican Grill

SailPoint CEO Mark McClain (SAIL) gives details about his novel approach to internet security. Why tech company New Relic (NEWR) is struggling in the face of rising competition and keep its turnaround on track. How Pfizer (PFE) scored its blockbuster quarter… and tells us about a promising new therapy on the horizon. Chipotle Mexican Grill (CMG) keeps its focus on digital sales while trying to manage inflation pressures. The Drill Down with Cory Johnson offers a regular look at the business stor

Feb 9, 2022 • 42:49

Ep. 142: Latch CEO Luke Schoenfelder, Alphabet, Clorox, ConocoPhilips

Ep. 142: Latch CEO Luke Schoenfelder, Alphabet, Clorox, ConocoPhilips

Latch CEO Luke Schoenfelder (LTCH) tells us how he’s using new technology to update the apartment industry. How Alphabet’s (GOOG) smart bidding works… and how its artificial intelligence is helping advertisers. Why Clorox (CLX) may be finding it challenging to pass inflation pressures onto consumers. How ConocoPhillips (COP) is discovering new oil while managing risk. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your a

Feb 3, 2022 • 34:38

Ep. 141: Axos CEO Greg Garrabrants, Boeing, Intel, Tesla

Ep. 141: Axos CEO Greg Garrabrants, Boeing, Intel, Tesla

Axos CEO Greg Garrabrants (AX) explains his strategy of making big returns on investments even when the company’s stock faces pressure. What Boeing (BA) is doing with a surplus of inventory. How Intel (INTC) is managing growing chip competition. Why Tesla (TSLA) continues to promise self-driving cars. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 28, 2022 • 35:02

Ep. 140: Ideanomics CEO Alf Poor, Procter & Gamble, J B Hunt Transport Services, Cardiff Oncology

Ep. 140: Ideanomics CEO Alf Poor, Procter & Gamble, J B Hunt Transport Services, Cardiff Oncology

Ideanomics CEO Alf Poor (IDEX) responds to short sellers who accuse the company of fraud. You’ll be surprised what the CEO admits to. Why Procter & Gamble (PG) price increases may be tough on customers, but good for P&G. J B Hunt Transport Services (JBHT) has more business than it can handle. Cardiff Oncology’s (CRDF) colorectal cancer study isn’t liked by the market, but cancer patients digging deeper might see some hope. The Drill Down with Cory Johnson offers a regular look at the business st

Jan 19, 2022 • 42:39

Ep. 139: Inventiva Pharmaceuticals CEO Frederic Cren, Albertsons, Delta Air Lines, Concrete Pumping Holdings

Ep. 139: Inventiva Pharmaceuticals CEO Frederic Cren, Albertsons, Delta Air Lines, Concrete Pumping Holdings

Inventiva Pharmaceuticals CEO Frederic Cren (IVA) discusses his possible treatment for a liver disease affecting a huge population of overweight americans. How Albertsons (ACI) is relying on its so-called “loyalty ladder” and an online strategy to push sales higher and keep inflation pressures in check. Why Delta Air Lines (DAL) isn’t sweating the timing of Omicron’s pandemic surge. Concrete Pumping Holdings (BBCP) says commercial construction is making a comeback. The Drill Down with Cory Johns

Jan 13, 2022 • 30:28

Ep.138: Rocket Lab CEO Peter Beck, FuelCell Energy, Beyond Meat, Nextier Oilfield Solutions

Ep.138: Rocket Lab CEO Peter Beck, FuelCell Energy, Beyond Meat, Nextier Oilfield Solutions

How Rocket Lab CEO Peter Beck (RKLB) gives SpaceX a run for its money– quietly launching over 100 satellites with dozens of launches. FuelCell Energy (FCEL) needs a bigger boat. How Beyond Meat (BYND) announces and reannouncesan old deal for a new boost to the stock price. A big bet on green fracking rigs pays off for Nextier Oilfield Solutions (NEX). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit

Jan 6, 2022 • 37:52

Ep.137: Agilent CEO Mike McMullen, Destination XL Group, Builders FirstSource, Yellow

Ep.137: Agilent CEO Mike McMullen, Destination XL Group, Builders FirstSource, Yellow

Agilent CEO Mike McMullen (A) tells us about the company’s most promising business unit. Destination XL Group (DXLG) shows retailers how to make a comeback during a pandemic… especially when waistlines expand. Builders FirstSource (BLDR) pre-fabs its way to success in 2021 and makes the best of supply chain hurdles. The innovative long-term turnaround strategy employed by Yellow (YELL). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Lear

Dec 31, 2021 • 38:22

Ep. 136: Hain Celestial CEO Mark Schiller, Lennar, Rite Aid, Paychex

Ep. 136: Hain Celestial CEO Mark Schiller, Lennar, Rite Aid, Paychex

Hain Celestial CEO Mark Schiller (HAIN) explains how the pandemic is changing our eating habits. Lennar (LEN) shares its view of the housing market in 2022. How Rite Aid (RAD) is preparing for COVID to be with us for a long time. Paychex (PAYX) explains why inflation is good. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 23, 2021 • 37:13

Ep. 135: IDACORP CEO Lisa Grow, Lowe’s, Invitation Homes, Sportsman's Warehouse

Ep. 135: IDACORP CEO Lisa Grow, Lowe’s, Invitation Homes, Sportsman's Warehouse

IDACORP CEO Lisa Grow (IDA) explains why she believes clean energy and combating climate change requires power companies. Lowe’s (LOW) finds that retail, like politics, is local. The largest renter of single family homes in the country, Invitation Homes (INVH), gives us a unique perspective on inflation. Sportsman's Warehouse (SPWH) gives us clues as to how gun sales have performed during the Biden Administration. The Drill Down with Cory Johnson offers a regular look at the business stories beh

Dec 16, 2021 • 38:17

Ep. 134: Lottery.com CEO Tony DiMatteo, Hershey, Cenovus Energy, StitchFix

Ep. 134: Lottery.com CEO Tony DiMatteo, Hershey, Cenovus Energy, StitchFix

Why have Lottery.com shares collapsed since its SPAC IPO? $LTRY CEO Tony DiMatteo defends the company. Hershey (HSY) finds its e-commerce footing during the pandemic -- it’s all about Pirate Booty! Hear how President Biden’s net-zero pledge could help oil sands producer Cenovus Energy (CVE). New strategies blow up in the face of the new StitchFix (SFIX) CEO Elizabeth Spaulding. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more ab

Dec 8, 2021 • 42:19

Ep. 133: BigCommerce CEO Brent Bellm, Alibaba, Autodesk, Prologis

Ep. 133: BigCommerce CEO Brent Bellm, Alibaba, Autodesk, Prologis

Why BigCommerce CEO Brent Bellm (BIGC) believes he has a smarter way to do e-commerce. Behind the incredible downward trajectory of one of the world’s biggest e-commerce companies, Alibaba (BABA). Autodesk (ADSK) offers a peek into why supply chain issues affect the sales of digital software. Prologis (PLD) gives us their unique take on building supply chain issues. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad

Dec 1, 2021 • 32:26

Ep. 132: Planet Labs CEO Will Marshall, Peloton Interactive, Anaplan, Eargo

Ep. 132: Planet Labs CEO Will Marshall, Peloton Interactive, Anaplan, Eargo

Planet Labs CEO Will Marshall explains how machine learning powered software and hundreds of powerful satellites will bring profits back to earth. And the turkeys of the stock market, struggling Peloton Interactive (PTON), Anaplan (PLAN) without a plan and Eargo (EAR) the hearing aid maker fighting off a criminal insurance fraud investigation. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphon

Nov 25, 2021 • 42:23

Ep. 131: 3D Systems CEO Dr. Jeffrey Graves, TJX Companies, StoneCo, Visa, Amazon

Ep. 131: 3D Systems CEO Dr. Jeffrey Graves, TJX Companies, StoneCo, Visa, Amazon

How 3D Systems CEO Dr. Jeffrey Graves (DDD) is rebooting the company. TJX Companies (TJX) manages rising wages and supply chain costs. Warren Buffett’s favorite fintech, StoneCo (STNE), collapses amid stories of Chinese hacking, an FBI raid and Brazilian credit fraud. Tension between Visa (VISA) and Amazon (AMZN). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 18, 2021 • 37:48

Ep. 130: Wejo CEO Richard Barlow, Codexis, Bill.com, Confluent

Ep. 130: Wejo CEO Richard Barlow, Codexis, Bill.com, Confluent

Wejo CEO Richard Barlow explains why he believes the future of transport is in data. As Codexis (CDXS) sees its biofuels business crash… the company finds a potential COVID cure in the ashes. Bill.com (BILL) sees spectacular growth with its more recent acquisition. How big-data company Confluent (CFLT) is innovating inventory management. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/a

Nov 10, 2021 • 27:07

Ep. 129: Engine Media CEO Lou Schwartz and Executive Chairman Tom Rogers, Criteo, Mondelez International, Irhythm Technologies

Ep. 129: Engine Media CEO Lou Schwartz and Executive Chairman Tom Rogers, Criteo, Mondelez International, Irhythm Technologies

Engine Media CEO Lou Schwartz and Executive Chairman Tom Rogers (GAME). How digital marketing company Criteo (CRTO) avoided the fate of other online media companies. Mondelez International’s (MDLZ) winning strategy around raising prices. Irhythm Technologies (IRTC) got crushed by Federal bureaucrats earlier in the year… now it fights its way back. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit mega

Nov 3, 2021 • 31:36

Ep. 128: dMY Technology CEO Niccolo de Masi, Zendesk, United States Steel, Lendingtree, Evergrande

Ep. 128: dMY Technology CEO Niccolo de Masi, Zendesk, United States Steel, Lendingtree, Evergrande

What makes a good SPAC with dMY’s CEO Niccolo de Masi. Why a mega-merger from Zendesk (ZEN) looks ridiculous. United States Steel (X) plots its future by hiring talent from outside the steel industry. Lendingtree (TREE) soars despite a surge in car crashes. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 29, 2021 • 41:30

Ep. 127: MannKind CEO Michael Castagna, Ultra Clean Holdings, LendingClub, Proto Labs, Facebook, Activision Blizzard

Ep. 127: MannKind CEO Michael Castagna, Ultra Clean Holdings, LendingClub, Proto Labs, Facebook, Activision Blizzard

How MannKind CEO Michael Castagna (MNKD) is managing disappointing news from the FDA and staying focused on its goal of making hyper-personalized therapies. Ultra Clean Holdings (UCTT) sees an end to the global chip shortage. LendingClub (LC) focus on loan originations sees a big payoff. Why Proto Labs (PRLB) may be failing to course correct despite months of effort. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad

Oct 29, 2021 • 37:57

Ep. 126: Arcturus Therapeutics CEO Joseph Payne, Spotify, Rollins, Robinhood Markets

Ep. 126: Arcturus Therapeutics CEO Joseph Payne, Spotify, Rollins, Robinhood Markets

Could Arcturus Therapeutics CEO Joseph Payne (ARCT) have a new COVID-19 vaccine and get to market through a trial in VIETNAM? Spotify (SPOT) rides, what else, podcasts to explosive growth. Rollins (ROL) juggles the concepts of organic growth versus acquired growth. Did Robinhood (HOOD) fool us all with exaggerated crypto-trading right before the IPO? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit meg

Oct 27, 2021 • 33:41

Ep. 125: HIVE Blockchain Technologies CEO Frank Holmes, Bitcoin, Ethereum, Facebook, Lockheed Martin, Polaris

Ep. 125: HIVE Blockchain Technologies CEO Frank Holmes, Bitcoin, Ethereum, Facebook, Lockheed Martin, Polaris

HIVE Blockchain Technologies CEO Frank Holmes (HIVE) tells us how he created the giant cryptocurrency miner. The numbers don’t lie… and the numbers show how Facebook (FB) keeps growing despite the challenging headlines. Lockheed Martin (LMT) claps back after being accused of running a rudderless ship. Polaris (PII) has supply chain problems…. but the company may see a light at the end of the tunnel. The Drill Down with Cory Johnson offers a daily look at the business stories behind stoc

Oct 26, 2021 • 35:53

Ep. 124: Karooooo CEO Zak Calisto, Tesla, Vroom, Guardant Health, Beyond Meat

Ep. 124: Karooooo CEO Zak Calisto, Tesla, Vroom, Guardant Health, Beyond Meat

How Karooooo CEO Zak Calisto (KARO) monitors vehicle fleets and uses software to fight crime in Africa. Guardant Health (GH) shows positive results for a groundbreaking blood test for a type of cancer. How Vroom (VRM) manages the struggle of selling cars online. Beyond Meat (BYND) is reminded that the numbers don’t lie. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 25, 2021 • 32:29

Ep. 123: Montrose Environmental CEO Vijay Manthripragada, Boston Beer vs. SNL, Whirlpool inflation and Snap vs. Apple.

Ep. 123: Montrose Environmental CEO Vijay Manthripragada, Boston Beer vs. SNL, Whirlpool inflation and Snap vs. Apple.

What Saturday Night Live taught us about the hard seltzer business ($BOS). Montrose Environmental’s CEO sees dollars in environmental cleanup ($MEG). Whirlpool sees the worst inflation in 22 years ($WHL). And are problems at $SNAP problems for all of us, problems for advertisers or a sign of Apple’s success at protecting customer privacy. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/

Oct 22, 2021 • 36:35

Ep. 122: Tesla accounting, Adaptive Biotech’s cancer blood test, IBM and AutoNation

Ep. 122: Tesla accounting, Adaptive Biotech’s cancer blood test, IBM and AutoNation

A blood test for cancer? Adaptive Biotech founders Chad and Harlan Robins explain. (Yes, they’re brothers!) (ADPT)  Tesla’s novel accounting treatment for non-existent Full Self Driving Cars (TSLA). AutoNation says car shortages will persist through 2023 (AN). The Incredible Shrinking IBM. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 21, 2021 • 48:09

Ep. 121: Crapware no more w. Perion Networks, Ulta Beauty, Baker Hughes, breast cancer cure w. Radius Health

Ep. 121: Crapware no more w. Perion Networks, Ulta Beauty, Baker Hughes, breast cancer cure w. Radius Health

Crapware no more! Perion Networks embarks on an era of, imagine this, useful software with CEO Doron Gerstel (PERI). Ulta Beauty paints a pretty picture of targeting customers digitally in physical stores. Baker Hughes, an oil services giant, felled by the semiconductor supply chain failure (BKR). And a primer on breast cancer and a promising treatment for some genetically unique forms of breast cancer from Radius Health (RDUS). The Drill Down with Cory Johnson offers a daily look at the busines

Oct 20, 2021 • 38:57

Ep. 120: Progress Software CEO Yogesh Gupta, Johnson & Johnson, EverQuote, Canadian National Railway, Coinbase

Ep. 120: Progress Software CEO Yogesh Gupta, Johnson & Johnson, EverQuote, Canadian National Railway, Coinbase

What a tech company looks like when acquisitions are central to its business model. Progress Software CEO Yogesh Gupta (PRGS) explains his M&A mindset. Johnson & Johnson (JNJ) reports relatively COVID sales -- we’ll tell you why that doesn’t matter. Online insurance marketplace EverQuote (EVER) struggles with challenges in the auto insurance market. Canadian National Railway (CNI) responds to activist investors. The Drill Down with Cory Johnson offers a daily look at the business stories behind

Oct 19, 2021 • 36:08

Ep. 119: ChromaDex CEO Rob Fried, Zillow, Albertsons, Latham Group

Ep. 119: ChromaDex CEO Rob Fried, Zillow, Albertsons, Latham Group

Benjamin Button in a bottle? ChromaDex CEO Rob Fried (CDXC) says he has a pill that can reverse aging, from the LD Micro Conference. Zillow (Z) finds that flipping houses in a bull market isn’t as easy as it looked. How to raise prices on the sly: a lesson from Albertsons (ACI). Latham Group (SWIM) on the hunt for acquisition targets. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoi

Oct 18, 2021 • 33:20

Ep. 118: IDT CEO Shmuel Jonas, JPMorgan, Goldman Sachs, Duck Creek Technologies, Catchmark Timber Trust, Bitcoin

Ep. 118: IDT CEO Shmuel Jonas, JPMorgan, Goldman Sachs, Duck Creek Technologies, Catchmark Timber Trust, Bitcoin

IDT finds telecommunications gold dealing with customers other companies just don’t understand. (IDT) CEO Shmuel Jonas sits down with us from the LD Micro Conference. NPR journalists say consumers have rising credit problems. But what does JPMorgan Chase (JPM) say? Software provider Duck Creek Technologies (DCT) struggles to find its footing and the company’s guidance sparks a few questions. Catchmark Timber Trust (CTT) demonstrates how not to make an exit from a bad business deal. The Drill Dow

Oct 15, 2021 • 37:14

Ep. 117:  Strip joint operator RCI Hospitality CEO Eric Langan, Coinbase, Macy’s, Boeing, Plug Power, Caterpillar, Del Taco

Ep. 117: Strip joint operator RCI Hospitality CEO Eric Langan, Coinbase, Macy’s, Boeing, Plug Power, Caterpillar, Del Taco

The business of strip clubs with RCI Hospitality CEO Eric Langan (RICK) from the LD Micro Conference. We talk about avoiding fraud, hiring strippers, steering clear of organized crime, “family themed” bikini-clad waitresses and private jets. Also, the high stakes of hydrogen fuel-cell company Plug Power’s (PLUG) talks acquisitions and hiring in upstate New York. And Caterpillar’s (CAT) big bet on autonomous and electric trucks. Del Taco (TACO) says California’s new minimum wage is pushing up wag

Oct 14, 2021 • 35:40

Ep. 116: Lightwave Logic CEO Dr. Michael Lebby, Lincoln Park, Delta Air Lines, Apple, Berkeley Lights, Alitalia

Ep. 116: Lightwave Logic CEO Dr. Michael Lebby, Lincoln Park, Delta Air Lines, Apple, Berkeley Lights, Alitalia

Can Lightwave Logic actually transmit data at higher speeds with less power? And how long has financier Lincoln Park been its benefactor? We discuss with CEO Dr. Michael Lebby (LWLG). Rising labor fuel costs and collapsing productivity causes turbulence for Delta Air Lines (DAL). Apple’s (AAPL) news about chip shortages might not have been news at all. A short seller circles Berkeley Lights (BLI). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the m

Oct 14, 2021 • 31:09

Ep. 115: Newtek Business Services CEO Barry Sloane, MaxLinear, MGM Resorts International, Valvoline, General Motors

Ep. 115: Newtek Business Services CEO Barry Sloane, MaxLinear, MGM Resorts International, Valvoline, General Motors

Newtek Business Services (NEWT) buys a bank and transforms the company -- and the shareholder base. An interview with CEO Barry Sloane from the LD Micro Conference in Los Angeles. Short sellers go after MaxLinear (MXL) and its now-controversial acquisition strategy? MGM sees that the NFL is driving online sports betting -- but iGaming could be even bigger. Why Valvoline (VVV) is separating its two business segments and synthetic oil is driving higher tickets. The Drill Down with Cory Johnson off

Oct 12, 2021 • 30:19

Ep. 114: Zscaler CEO Jay Chaudhry, New Fortress Energy, Aspen Technology, Protagonist Therapeutics, Southwest Airlines, Amazon

Ep. 114: Zscaler CEO Jay Chaudhry, New Fortress Energy, Aspen Technology, Protagonist Therapeutics, Southwest Airlines, Amazon

Is the Biden administration really putting their money where their mouth is on cybersecurity? A report card from Zscaler CEO Jay Chaudhry (ZS). How surging gas prices are strangely helping New Fortress Energy (NFE). Emerson Electric hopes a software merger with Aspen Technology (AZPN) will transform an old industrial business. Protagonist Therapeutics (PTGX) celebrates after the FDA lifts a clinical hold on its experimental cancer drug. The Drill Down with Cory Johnson offers a daily look at the

Oct 11, 2021 • 30:31

Ep. 113:  Open Lending with Villere portfolio manager Lamar Villere, ChemoCentryx, Allogene Therapeutics, Opendoor Technologies, Facebook

Ep. 113: Open Lending with Villere portfolio manager Lamar Villere, ChemoCentryx, Allogene Therapeutics, Opendoor Technologies, Facebook

Better cheaper auto loans through Open Lending (LPRO)?  We drill down with portfolio manager Lamar Villere. Biotech ChemoCentryx (CCXI) gets a shocking FDA approval for its vasculitis drug. Meanwhile, cancer patients get heart breaking news from the FDA halting once-hopeful trials from Allogene Therapeutics (ALLO). Opendoor  Technologies (OPEN) rearms its war chest with $9 billion to buy houses. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the mov

Oct 8, 2021 • 32:58

Ep. 112: TransMedics with Changebridge Capital CIO Ross Klein, Resources Connection, Kellogg, Lamb Weston Holdings, United Airlines

Ep. 112: TransMedics with Changebridge Capital CIO Ross Klein, Resources Connection, Kellogg, Lamb Weston Holdings, United Airlines

How TransMedics (TMDX) is using technology to improve its thermos and transplant business. Changebridge Capital CIO Ross Klein drills down on the company. Resources Connection (RGP) shows how business consulting can be good business. Kellogg (K) workers go on strike demanding higher wages amidst a surge in cereal sales. Lamb Weston Holdings (LW) finds out potatoes are not immune to inflation pressures. The Drill Down with Cory Johnson offers a daily look at the business stories behind s

Oct 7, 2021 • 30:32

Ep. 111: Flotek CEO John Gibson, Facebook, Twitch, Acuity Brands, Takeda Pharmaceutical, Noodles & Co

Ep. 111: Flotek CEO John Gibson, Facebook, Twitch, Acuity Brands, Takeda Pharmaceutical, Noodles & Co

Oil and gas executives may say they care about the environment. But, what about oil and gas workers? We get the inside story from Flotek CEO John Gibson (FTK). Acuity Brands (AYI) shares the latest in a litany of shipping woes… and also worries about power outages in China. Takeda Pharmaceutical (TAK) faces challenges with what was once a promising therapy. Noodles & Co (NDLS) gives us insights into the business model behind ghost kitchens. The Drill Down with Cory Johnson offers a daily look at

Oct 6, 2021 • 38:07

Ep. 110: Diebold Nixdorf with Zeo Capital's Marcus Moore, Unity Software, Braemar Hotels & Resorts, MarineMax, Visa, Apple

Ep. 110: Diebold Nixdorf with Zeo Capital's Marcus Moore, Unity Software, Braemar Hotels & Resorts, MarineMax, Visa, Apple

Even ATM-sales took a hit during COVID, but are they back? We talk Diebold Nixdorf (DBD) with Zeo Capital's Marcus Moore. How Unity Software (U) is expanding on its video-game business and 3D gaming to a multiverse for... Walgreens. The return of the pandemic forces Braemar Hotels & Resorts (BHR) to adjust its expectations. Boating retailer MarineMax (HZO) gets a bigger boat… in fact, a lot of them. The Drill Down with Cory Johnson offers a daily look at the business stories behind

Oct 5, 2021 • 30:10

Ep. 109: Evolv with SineWave's Yanev Suissa, BioNTech, Perion Network, Amplify Energy

Ep. 109: Evolv with SineWave's Yanev Suissa, BioNTech, Perion Network, Amplify Energy

Can weapons detection company Evolv Technology (EVLV) make schools safer? SineWave's Yanev Suissa tells us about Evolv’s new technology to keep guns out of schools. How vaccine-maker BioNTech (BNTX) is getting ready for the next Covid-19. Perion Network (PERI) hopes to breathe new life into its tracking software by acquiring a video platform Vidazoo. After a massive oil spill off the coast of California, we have the CEO of Amplify Energy (AMPY) on tape explaining his now controversial plans for

Oct 4, 2021 • 34:40

Ep. 108: Esports Technologies CEO Aaron Speach, Palantir Technologies, Acceleron Pharma, Merck, NeoGenomics

Ep. 108: Esports Technologies CEO Aaron Speach, Palantir Technologies, Acceleron Pharma, Merck, NeoGenomics

How to build a global business one influencer at a time. Esports Technologies CEO Aaron Speach (EBET) tells us his growth strategy and why his company is acquiring Aspire Global. Can Palantir Technologies (PLTR) continue to dominate big data without large government surveillance contracts? Acceleron Pharma (XLRN) is acquired by Merck (MRK) in a push for rare-drugs. NeoGenomics (NEO) may be the target of a takeover. The Drill Down with Cory Johnson offers a daily look at the business stories behi

Oct 1, 2021 • 35:21

Ep. 107: Huntington National Bank‘s David Klink on AMD, CarMax, Workhorse, AngioDynamics, Marijuana

Ep. 107: Huntington National Bank‘s David Klink on AMD, CarMax, Workhorse, AngioDynamics, Marijuana

How AMD became a semiconductor giant with Huntington National Bank’s David Klink (AMD). CarMax (KMX) slammed by inventory shortages and weak profits. Struggling eclectic vehicle maker Workhorse (WKHS) shakes up its executive ranks— again! Could AngioDynamics (ANGO) NanoKnife sales benefit from the end of COVID? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 30, 2021 • 31:52

Ep. 106: Crowdstrike CEO George Kurtz, Dollar Tree, EQT Corporation, Lightspeed Commerce, Evergrande

Ep. 106: Crowdstrike CEO George Kurtz, Dollar Tree, EQT Corporation, Lightspeed Commerce, Evergrande

The mack daddy of cyber security,  Crowdstrike CEO George Kurtz (CRWD) shows how machine learning can fight ransomware. Inflation story of the year! Dollar Tree (DLTR) breaks the buck and plans to sell stuff for more than $1! Why is EQT (EQT) taking advantage of the high price of natural gas in selling a pile of stock? The story behind short sellers Spruce Point questioning growth figures, customer data and the size of Lightspeed Commerce (LSPD). The Drill Down with Cory Johnson offers a daily l

Sep 29, 2021 • 36:17

Ep. 105: ZoomInfo CEO Henry Schuck, Hyzon Motors, SandRidge Energy, Gogo

Ep. 105: ZoomInfo CEO Henry Schuck, Hyzon Motors, SandRidge Energy, Gogo

Can artificial intelligence find you customers ready to spend? ZoomInfo (ZI) CEO Henry Schuck explains how. A look at the incendiary short-seller accusations against electric vehicle maker Hyzon Motors (HYZN). The natural gas driller benefiting most from soaring prices: SandRidge Energy (SD). And Gogo’s (GOGO) business goes bonkers as private air travel expands. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choic

Sep 28, 2021 • 36:05

Ep. 104: Porch CEO Matt Ehrlichman, Syndax Pharmaceuticals, Incyte, Keros Therapeutics

Ep. 104: Porch CEO Matt Ehrlichman, Syndax Pharmaceuticals, Incyte, Keros Therapeutics

Digitizing the home services industry with Porch CEO Matt Ehrlichman (PRCH). Syndax Pharmaceuticals (SNDX) looks past recent drug setbacks and makes a collaboration agreement with Incyte (INCY) on a novel cancer treatment. Biotech company Keros Therapeutics (KROS) says it might have a cure for rare blood diseases… but does it? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 27, 2021 • 31:17

Ep. 103: Li-Cycle Co-Founders: CEO Ajay Kochhar and Executive Chairman Tim Johnston, Evergrande, Costco Wholesale, Nike, Vail Resorts

Ep. 103: Li-Cycle Co-Founders: CEO Ajay Kochhar and Executive Chairman Tim Johnston, Evergrande, Costco Wholesale, Nike, Vail Resorts

Electric car batteries die -- and Li-Cycle (LICY) Co-Founder Ajay Kochhar and Tim Johnston have $1.7b company aiming to profit from that problem. Costco Wholesale’s (COST) unique approach to shipping problems -- buy a bigger boat! How Nike (NKE) manages relationships with its customers while raising prices. Vail Resorts (MTN) sees dollar signs after investing itself and lowering some prices despite facing challenging situations at some locations. The Drill Down with Cory Johnson offers a daily l

Sep 24, 2021 • 40:41

Ep. 102: Tripadvisor with Clockwise Capital’s James Cakmak, Carnival, BlackBerry, Suncor Energy

Ep. 102: Tripadvisor with Clockwise Capital’s James Cakmak, Carnival, BlackBerry, Suncor Energy

Tripadvisor’s (TRIP) evolution, post-pandemic plans and bet on flexibility and  subscription-based travel, Clockwise Capital’s James Cakmak explains. BlackBerry (BB) has rosy predictions for the future... but there’s a “wild card.” Carnival (CCL) sets sail again-- under their terms, not those of the governor of Florida. What reported oil sands challenges potentially facing Suncor Energy (SU) may mean for the industry and consumers. The Drill Down with Cory Johnson offers a daily look at the busi

Sep 23, 2021 • 35:20

Ep. 101: Overstock.com CEO Jonathan Johnson, Adobe, Stitch Fix, FedEx

Ep. 101: Overstock.com CEO Jonathan Johnson, Adobe, Stitch Fix, FedEx

From crypto to couches, Overstock.com CEO Jonathan Johnson (OSTK) on the re-invention of his company -- and defending the Sith Lord conspiracy. Adobe (ADBE) tells a tale about the future of marketing-- but is anyone listening? Stitch Fix (SFIX) tries to convince us that bloated inventories don’t matter anymore… and maybe they’re right. Why FedEx’s (FDX) labor shortages may spell trouble for everyone. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on th

Sep 22, 2021 • 42:16

Ep. 100: Pledge 1% CEO Amy Lesnick, Quantumscape, Lennar, RBC Bearings

Ep. 100: Pledge 1% CEO Amy Lesnick, Quantumscape, Lennar, RBC Bearings

With $1 billion in charitable contributions from over 15,000 companies in 100 countries, Pledge 1% CEO Amy Lesnick tells us about her innovative method of corporate giving. Battery maker Quantumscape (QS) says it has signed up a second big automaker customer…  but it won’t say who. Lennar (LEN) shares a litany of  supply chain woes. RBC Bearings (ROLL) gets an unfriendly reminder of just how important Boeing is to its business. The Drill Down with Cory Johnson offers a daily look at the business

Sep 21, 2021 • 36:48

Ep. 99: MeridianLink CEO Nicolaas Vlok, China Evergrande Group, Li Auto, Cleveland-Cliffs, Cleveland-Cliffs, Twitter, Royal Dutch Shell

Ep. 99: MeridianLink CEO Nicolaas Vlok, China Evergrande Group, Li Auto, Cleveland-Cliffs, Cleveland-Cliffs, Twitter, Royal Dutch Shell

The real story of this market sell off China Evergrande, exploding debt and the long slow burn of an iron ore sell-off.  Could Mirati Therapeutics (MRTX) have a colon cancer cure? And meet the cloud-based technology powering your bank: MeridianLink and CEO Nicolaas Vlok (MLNK). Electric vehicle maker Li Auto (LI) didn’t see this coming: Malaysian radar woes. Mining giant Cleveland-Cliffs (CLF) says China’s declining steel production is just one of the foreign woes facing the domestic steel indus

Sep 20, 2021 • 37:44

Ep. 98: Bioventus CEO Ken Reali, Facebook, Apple, Mastercraft Boat Holdings, Thermo Fisher Scientific, U.S. Steel

Ep. 98: Bioventus CEO Ken Reali, Facebook, Apple, Mastercraft Boat Holdings, Thermo Fisher Scientific, U.S. Steel

The difficulty of medical device sales during COVID-19 with Bioventus CEO Ken Reali (BVS). Facebook (FB) and Apple (AAPL) go nose-to-nose over consumer privacy. Mastercraft Boat Holdings (MCFT) says the boating lifestyle is hot... but what about boating inventories? Where Thermo Fisher Scientific (TMO) may find the growth they’re predicting. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.f

Sep 17, 2021 • 36:52

Ep. 97: Origin Materials Co-CEOs John Bissell and Rich Riley, Laureate Education, Aerie Pharmaceuticals, GreenSky, Goldman Sachs.

Ep. 97: Origin Materials Co-CEOs John Bissell and Rich Riley, Laureate Education, Aerie Pharmaceuticals, GreenSky, Goldman Sachs.

How Origin Materials (ORGN) makes plastic out of wood chips with co-CEOs John Bissell and Rich Riley. Laureate Education (LAUR) focuses its business on Mexico and Peru. A failed drug test that might actually not be a failure for Aerie Pharmaceuticals (AERI). Buy now, pay later fintech company GreenSky (GSKY) gets Goldman Sachs’ attention. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/a

Sep 16, 2021 • 35:41

Ep. 96: Legend Biotech CEO Ying Huang, PhD., EXACT Sciences, Valero Energy, Casper Sleep, Robinhood, Canadian Pacific Railway and Kansas City Southern

Ep. 96: Legend Biotech CEO Ying Huang, PhD., EXACT Sciences, Valero Energy, Casper Sleep, Robinhood, Canadian Pacific Railway and Kansas City Southern

How to weaponize T cells to fight cancer with Legend Biotech CEO Ying Huang, PhD. (LEGN). Why EXACT Sciences (EXAS) has recruited hundreds of former Pfizer employees. Valero Energy (VLO) gets to work restarting refineries that were shutdown because of Hurricane Ida. Casper Sleep (CSPR) struggles as its CEO is busy launching other businesses. Robinhood (HOOD) tours colleges to recruit customers. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move

Sep 15, 2021 • 39:55

Ep. 95: Gainesville Coins‘ Everett Millman on First Majestic Silver, Opendoor Technologies, Oracle, Crocs, Apple

Ep. 95: Gainesville Coins‘ Everett Millman on First Majestic Silver, Opendoor Technologies, Oracle, Crocs, Apple

How the largest silver miner in Mexico is trying to get out of a $500 million tax bill. Gainesville Coins' Everett Millman tells us about First Majestic Silver (AG). Opendoor Technologies (OPEN) explains its unique method of selling homes.  Oracle (ORCL) faces some new challenges in the cloud. Crocs (CROX) bets on a huge post-pandemic boom for its iconic, yet polarizing shoes. Apple (AAPL) races to plug a software vulnerability. The Drill Down with Cory Johnson offers a daily look at the busines

Sep 14, 2021 • 41:48

Ep. 94: OppFi CEO Jared Kaplan, MiMedx, Leslie’s, Cadiz

Ep. 94: OppFi CEO Jared Kaplan, MiMedx, Leslie’s, Cadiz

OppFi CEO Jared Kaplan (OPFI) says his subprime lender is better than a payday lender, even with annual interest rates above 100%. Controversial biotech MiMedx Group (MDXG) suffers after a pair of failed clinical trials. Pool supply retailer Leslie's (LESL) struggles to find enough chlorine. Water utility Cadiz (CDZI) wades through a volatile week and the mystery selloff in its shares. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn

Sep 13, 2021 • 41:47

Ep. 93: Spark Networks CEO Eric Eichmann, Kroger, Affirm Holdings, Teradata Corporation, Apple, Epic Games, DoorDash, Uber Eats, Grubhub

Ep. 93: Spark Networks CEO Eric Eichmann, Kroger, Affirm Holdings, Teradata Corporation, Apple, Epic Games, DoorDash, Uber Eats, Grubhub

Spark Networks’ CEO Eric Eichmann (LOV): sex vs. love: which business model penetrates a broader market online? Kroger (KR) says it’s losing the battle against organized crime. Affirm Holdings (AFRM) extends  “buy now, pay later” beyond its Pelaton business. Amazing year for cloud consultant Teradata Corporation (TDC), but storm clouds appear. A mixed verdict for Apple vs. Epic Games. DoorDash, Uber Eats, Grubhub sue New York City. The Drill Down with Cory Johnson offers a daily look at the busi

Sep 10, 2021 • 42:15

Ep. 92: Voyager Digital CEO Steve Ehrlich, Torrid, Crown Holdings, Lululemon

Ep. 92: Voyager Digital CEO Steve Ehrlich, Torrid, Crown Holdings, Lululemon

Voyager Digital CEO Steve Ehrlich (VYGVF) tells us what he has planned for his new publicly-traded cryptocurrency trading company and Coinbase competitor. A plus size win for plus-size retailer Torrid Holding’s (CURV) first quarter as a public company. Warning signals for beer can maker Crown Holdings (CCK) as consumer appetites for hard seltzers dry up. How Lululemon Athletica (LULU) plans to keep out-selling other retailers during and after the Covid pandemic. The Drill Down with Cory Johnson

Sep 9, 2021 • 41:46

Ep. 91: Covetrus CEO Ben Wolin, Coinbase, Bitcoin, ICU Medical, Coupa Software, Smartsheet

Ep. 91: Covetrus CEO Ben Wolin, Coinbase, Bitcoin, ICU Medical, Coupa Software, Smartsheet

Covetrus CEO Ben Wolin (CVET) on meeting demand in the growing business of animal-health technology and services. ICU Medical (ICUI) plans for a pre-pandemic return to elective surgeries and infusion therapies. Coupa Software (COUP) explains how there’s plenty of room to grow in expense management. Smartsheet (SMAR) looks beyond the pandemic as companies find new ways to digitize collaboration. Bitcoin king Coinbase blasts the SEC on Twitter. The Drill Down with Cory Johnson offers a daily look

Sep 8, 2021 • 35:09

Ep. 90: Marathon Digital CEO Fred Thiel, Bitcoin, Intel, Digital Ocean, Match Group, Tandem Diabetes Care

Ep. 90: Marathon Digital CEO Fred Thiel, Bitcoin, Intel, Digital Ocean, Match Group, Tandem Diabetes Care

Marathon Digital CEO Fred Thiel (MARA) explains why his bitcoin mining company needs to buy bitcoins. Is El Salvador’s cryptocurrency experiment already a failure on day one? Why Digital Ocean (DOCN) is moving into serverless computing. Match Group (MTCH) tells us how dating and sex have changed during the pandemic. Tracking the growth of Tandem Diabetes Care (TNDM) as more Americans are diagnosed with the disease. The Drill Down with Cory Johnson offers a daily look at the business stories behi

Sep 7, 2021 • 41:52

Ep. 89: Westinghouse Air Brake Technologies with Bokeh Capital’s Kim Forrest, Docusign, Yext, Joann

Ep. 89: Westinghouse Air Brake Technologies with Bokeh Capital’s Kim Forrest, Docusign, Yext, Joann

How Westinghouse Air Brake Technologies (WAB) is poised to profit from the massive supply chain problems in the shipping industry. Bokeh Capital’s Kim Forrest explains. Docusign (DOCU) talks about the ethical line it won’t cross using customer data. Why work-from-home lifestyles are still challenging the Internet search business at Yext (YEXT). How Joann (JOAN) says it’s handling challenges posed by pandemic headwinds to its business. The Drill Down with Cory Johnson offers a daily look at the b

Sep 3, 2021 • 31:30

Ep. 88: AppLovin CEO Adam Foroughi, Asana, Barnes & Noble Education, Phreesia, Walmart, Apple, Spotify

Ep. 88: AppLovin CEO Adam Foroughi, Asana, Barnes & Noble Education, Phreesia, Walmart, Apple, Spotify

AppLovin CEO Adam Foroughi (APP) tells us about his company’s unique acquisition philosophy when it comes to mobile games. Asana (ASAN) tells us that companies are spending a lot on getting organized post-Pandemic. Barnes & Noble Education (BNED) figures out how to sell college textbooks to students even when they aren’t returning to campus. Phreesia (PHR) waits on spending on elective surgeries to make a comeback. Walmart (WMT) raises wages. Apple (AAPL) tries to make nice with Spotify (SPOT).

Sep 2, 2021 • 35:32

Ep. 87: CareMax CEO Carlos de Solo, AbbVie, PVH, Crowdstrike, Google, Amazon

Ep. 87: CareMax CEO Carlos de Solo, AbbVie, PVH, Crowdstrike, Google, Amazon

CareMax CEO Carlos de Solo (CMX) wants to give your grandparents hugs. A drug once-thought to be safe sends AbbVie (ABBV) reeling with a new FDA warning. PVH Corp (PVH) depends on European and Asian tourists to sell Calvin Klein and Tommy Hilfiger in America. Ransomware hacks lead some businesses to ask Crowdstrike (CRWD) for help preparing for cyberattacks. Amazon (AMZN) goes on another hiring spree. Google (GOOGL) plans to make its own chips. The Drill Down with Cory Johnson offers a daily loo

Sep 1, 2021 • 29:40

Ep. 86: Bark CEO Manish Joneja, StoneCo, Jazz Pharmaceuticals, Zoom, Cryptocurrency, Nigeria, Bitt Inc., Apple, Google, South Korea

Ep. 86: Bark CEO Manish Joneja, StoneCo, Jazz Pharmaceuticals, Zoom, Cryptocurrency, Nigeria, Bitt Inc., Apple, Google, South Korea

Bark CEO Manish Joneja (BARK) on the business of dogs -- and what it teaches us about all business. The ONLY thing that isn’t working with Zoom’s (ZOOM) business. StoneCo (STNE) wants to be the Square of Brazil -- but can’t seem to understand customers who rip them off. Wake up Canada! Jazz Pharmaceuticals (JAZZ) gets approval for a narcolepsy drug in the Great White North. Nigeria recruits Bitt Inc. to create its own digital currency -- is it a big gain for Overstock (OSTK)? And South Korea sla

Aug 31, 2021 • 42:18

Ep. 85: Olo CEO Noah Glass, Hill-Rom, Baxter, Cassava Sciences, DoubleVerify, Hurricane Ida

Ep. 85: Olo CEO Noah Glass, Hill-Rom, Baxter, Cassava Sciences, DoubleVerify, Hurricane Ida

Olo CEO Noah Glass (OLO) tells us how he plans to digitize the restaurant industry -- and worries about Cory’s obsession with Shake Shack founder Danny Meyer. Why medical equipment maker Baxter (BAX) may be willing to pay $10 billion for Hill-Rom (HRC). The controversy around an alleged Alzheimer’s treatment from Cassava Sciences (SAVA). DoubleVerify (DV) charts a path to grow internationally. And how will Hurricane Ida impact gas prices? The Drill Down with Cory Johnson offers a daily look at t

Aug 30, 2021 • 40:05

Ep. 84: Matterport CEO RJ Pittman, Ollie's Bargain Outlet, Workday, Bill.com, Federal Reserve

Ep. 84: Matterport CEO RJ Pittman, Ollie's Bargain Outlet, Workday, Bill.com, Federal Reserve

Matterport (MTTR) CEO RJ Pittman talks on digitizing and 3D capturing for the home and real estate industry. Ollie's Bargain Outlet (OLLI) tries to put a positive spin on inventory bottlenecks. Workday (WDAY) on what CEOs are really saying about about the pandemic. Bill.com (BILL) sees small businesses rushing into digital transformation --- and has the numbers to prove it. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about y

Aug 27, 2021 • 41:30

Ep. 83: Unisys COO Eric Hutto, Taiwan Semiconductor, Lordstown Motors, Dollar Tree, Autodesk, Pure Storage

Ep. 83: Unisys COO Eric Hutto, Taiwan Semiconductor, Lordstown Motors, Dollar Tree, Autodesk, Pure Storage

Unisys (UIS) COO Eric Hutto discusses why his company is putting it all on the line for the digital cloud. Trouble at the tree. How is Dollar Tree (DLTR) dealing with higher freight costs and inflation issues? After new acquisitions and partnerships, is Autodesk (ADSK) gearing up for a global takeover across the architecture, engineering, and construction software world? Pure Storage (PSTG) steers ahead banking on a future big win with net new logo gains. The Drill Down with Cory Johnson offers

Aug 26, 2021 • 36:53

Ep.82: Enovix CEO Harrold Rust and chairman T.J. Rodgers, Urban Outfitters, Nordstrom,  Sporting Goods, OnlyFans

Ep.82: Enovix CEO Harrold Rust and chairman T.J. Rodgers, Urban Outfitters, Nordstrom, Sporting Goods, OnlyFans

Enovix (ENVX) CEO Harrold Rust and chairman T.J. Rodgers on building advanced Lithium-ion batteries. Could Urban Outfitters (URBN) be facing empty shelves come holiday season? Nordstrom (JWN) business shrinks and shrinks and shrinks. Dicks Sporting Goods (DKS) explains how the post-COVID world has changed how we recreate. And COVID is the behind the scene actor driving OnlyFans. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more ab

Aug 25, 2021 • 35:11

Ep. 81: STEM CEO John Carrington, Citi Trends, Palo Alto Networks, Flexsteel, Airbnb, Shopify, TikTok

Ep. 81: STEM CEO John Carrington, Citi Trends, Palo Alto Networks, Flexsteel, Airbnb, Shopify, TikTok

STEM (STEM) CEO John Carrington on the software/hardware offering that could reduce what businesses pay for power. Palo Alto Networks (PANW) on the coming cyber security spending spree by the Federal Government. FlexSteel (FLXS), the little furniture maker in Dubuque, Iowa navigates China tariffs, Mexican politics and supply chain nightmares to deliver an impressive quarter. And Citi Trends (CTRN), the brick-and-mortar retailer CRUSHING it in the inner city. The Drill Down with Cory Johnson offe

Aug 24, 2021 • 36:46

Ep. 80: DigitalOcean CEO Yancey Spruill, DoorDash, Madison Square Garden Sports Corp, Tesla, Canoo, Intel

Ep. 80: DigitalOcean CEO Yancey Spruill, DoorDash, Madison Square Garden Sports Corp, Tesla, Canoo, Intel

DigitalOcean (DOCN) CEO Yancey Spruill explains how their “developer cloud” and “droplets” help small businesses. The debate over gig economy drivers continues after Prop 22 was ruled unconstitutional. What does this mean for companies like DoorDash (DASH)? The benefits of being in EV for Tesla (TSLA) and Canoo (GOEV) as NHTSA tightens the reins on fuel efficiency requirements. Madison Square Garden Sports Corp’s (MSGE) bets on the Rockettes and sets sights on a new market: gambling. The Drill D

Aug 23, 2021 • 45:28

Ep. 79: Horizon Technology Finance CEO Robert Pomeroy, Tesla, Applied Materials, Foot Locker, Apple, T-Mobile, Bill Ackman

Ep. 79: Horizon Technology Finance CEO Robert Pomeroy, Tesla, Applied Materials, Foot Locker, Apple, T-Mobile, Bill Ackman

Horizon Technology Finance (HRZN) CEO Robert Pomeroy gets real about how big companies borrow money without issuing BONDS. Tesla (TSLA) says prepare for its humanoid robots. But, what about Tesla’s other promises? How Applied Materials (AMAT) is managing the challenges facing the semiconductor industry. What Foot Locker’s (FL) WSS and atmos acquisitions mean for the future of footwear. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn

Aug 20, 2021 • 38:51

Ep. 78: Illumina CEO Francis deSouza, Robinhood, Synopsys, Toyota, Amazon, Adobe, OnlyFans

Ep. 78: Illumina CEO Francis deSouza, Robinhood, Synopsys, Toyota, Amazon, Adobe, OnlyFans

Illumina (ILMN) CEO Francis deSouza on acquiring Grail despite an ongoing antitrust probe and pioneering genome technology. How Synopsys (SNPS) leaned into the “age of Smart Everything” through semiconductor software innovation. Could the SEC throw a wrench in Robinhood’s (HOOD) most important revenue stream? What will the long term impact be as Toyota (TM) slashes global production? OnlyFans decides to put on clothes. Amazon (AMZN) plans to open its version of a department store. The D

Aug 19, 2021 • 46:36

Ep. 77: Eagle Point Credit Company Founder Tom Majewski, Lowe’s, The Children's Place, America's Car-Mart

Ep. 77: Eagle Point Credit Company Founder Tom Majewski, Lowe’s, The Children's Place, America's Car-Mart

Eagle Point Credit Company (ECC) Founder Tom Majewski tells us how he’s found success investing in the debt of other big companies. Why The Children's Place (PLCE) is rethinking their promotion strategy. Lowe’s (LOW) bets on even more DIY home improvement projects. Why this used car dealer, America's Car-Mart (CRMT) is struggling even while the used car market thrives. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your a

Aug 18, 2021 • 34:52

Ep. 76: SITE Centers CEO David Lukes, Home Depot, Danimer Scientific, Lightning eMotors, Lithium, Afghanistan, Amazon, Walmart

Ep. 76: SITE Centers CEO David Lukes, Home Depot, Danimer Scientific, Lightning eMotors, Lithium, Afghanistan, Amazon, Walmart

SITE Centers (SITC) CEO David Lukes tells us why he thinks he’s unlocked the key to success in retail real estate. How the collapse of Afghanistan could slow down the electric cars business. Is the home improvement fad here to stay? Home Depot (HD) thinks so. Why plastic maker Danimer Scientific (DNMR) says COVID-driven restaurant shutdowns could be on the horizon. How Lightning Emotors’ (ZEV) is dealing with its supply chain problems. The Drill Down with Cory Johnson offers a daily loo

Aug 17, 2021 • 38:50

Ep. 75: Builders FirstSource CEO David Flitman, Paysafe, Sonos, Niu Technologies

Ep. 75: Builders FirstSource CEO David Flitman, Paysafe, Sonos, Niu Technologies

Builders FirstSource (BLDR) CEO David Flitman with the inside story of supplying a booming home building market amidst surging lumber prices, shipping woes and labor shortages ($5,000 signing bonuses for truck drivers?!?) With flagging US growth, Paysafe (PSFE) sets their sights on Latin America. What happens next after Sonos (SONO) received an early big win in their patent lawsuit against Google? It could take longer than they want. Why Niu Technologies (NIU) saw electric scooter sales soar in

Aug 16, 2021 • 38:26

Ep. 74: Porch Group with Villere’s Lamar Villere, Tattooed Chef, Rocket Companies, Honest Company

Ep. 74: Porch Group with Villere’s Lamar Villere, Tattooed Chef, Rocket Companies, Honest Company

Porch Group (PRCH): the Amazon of home services? That’s the take from Villere portfolio manager Lamar Villere. How the Tattooed Chef (TTCF) underestimated the inflation. Rocket Companies (RKT) sees fantastic Q2 returns offering everything from mortgages to auto to solar loans. Why “destocking” problems won’t end for Honest Company (HNST). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/a

Aug 13, 2021 • 33:32

Ep. 73: Patterson Companies CEO Mark Walchirk, ExOne, Rackspace Technology, Laird Superfood

Ep. 73: Patterson Companies CEO Mark Walchirk, ExOne, Rackspace Technology, Laird Superfood

Patterson Companies (PDCO) CEO Mark Walchirk walks us through the similarities of being in both the animal health and dental industry. What Desktop Metal (DM) acquiring ExOne (XONE) means for the future of 3D printing. Rackspace Technology (RXT) CEO says they are in a transition phase as they see a slow down in growth. Laird Superfood (LSf) can’t find their post-public footing with online sales inefficiencies, Costco sales problems, and an exiting CEO. The Drill Down with Cory Johnson offers a d

Aug 12, 2021 • 40:30

Ep. 72: Lemonade CFO Tim Bixby, Perrigo, HyreCar, WW International

Ep. 72: Lemonade CFO Tim Bixby, Perrigo, HyreCar, WW International

Lemonade (LMND) CFO Tim Bixby explains why Lemonade shrinking revenues are of little concern. HyreCar (HYRE) floundering bet on peer-to-peer car-sharing. What happens to a cold and  flu medicine provider if no one gets a cold or the flu? Perrigo (PRGO) needs to know. As the wellness industry thrives, WW International (WW) formerly known as Weight Watchers, blames industry trends for their bad numbers. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on t

Aug 11, 2021 • 37:54

Ep. 71: Allegiant Air with Hennessy Focus Fund's Brian Macauley, Kansas City Southern, AMC Theatres, Metromile

Ep. 71: Allegiant Air with Hennessy Focus Fund's Brian Macauley, Kansas City Southern, AMC Theatres, Metromile

Hennessy Focus Fund's Brian Macauley discusses Allegiant Air (ALGT) and the longevity in ultra low cost carriers. AMC Theatres (AMC) talks a big game, but will their years’ box office numbers actually be enough to become profitable? Kansas City Southern (KSU) is still on track to railway innovation and efficiency by utilizing precision scheduled railroading. How Metromile’s (MILE) pay-per-mile car insurance isn’t really paying. The Drill Down with Cory Johnson offers a daily look at the business

Aug 10, 2021 • 40:38

Ep. 70: Vista Outdoor CEO Chris Metz, Tyson Foods, Aterian, Coinbase, Bitcoin, Ethereum, XRP

Ep. 70: Vista Outdoor CEO Chris Metz, Tyson Foods, Aterian, Coinbase, Bitcoin, Ethereum, XRP

Vista Outdoor (VSTO) CEO Chris Metz discusses magic bullets and designer guns. Tyson Foods (TSN) gets hit by the big chicken inflation. Why this Cathie Wood’s stock pick, Aterian (ATER) isn’t seeing their smart products succeed. How the new US infrastructure bill could force crypto companies to leave the United States including Coinbase (COIN) #bitcoin, #xrp, #Ethereum. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your

Aug 9, 2021 • 43:44

Ep. 69: Star Bulk Carriers president Hamish Norton, The Goodyear Tire & Rubber Company, Sunrun, DraftKings

Ep. 69: Star Bulk Carriers president Hamish Norton, The Goodyear Tire & Rubber Company, Sunrun, DraftKings

Star Bulk Carriers (SBLK) president Hamish Norton discusses his company’s great quarter and breaks down what’s happening with the global shipping supply chain. Good news for the Goodyear Tire & Rubber Company (GT) as consumers hold onto their used vehicles. Sunrun (RUN) sees a boost in solar batteries. Why DraftKings (DKNG) is betting big on NFTs. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megap

Aug 6, 2021 • 37:46

Ep. 68: SentinelOne with SineWave's Yanev Suissa, Fastly, HubSpot, Lemonade

Ep. 68: SentinelOne with SineWave's Yanev Suissa, Fastly, HubSpot, Lemonade

SentinelOne’s (S) recent IPO shows how very different cybersecurity companies can be, with SineWave's Yanev Suissa. Fastly (FSLY) struggles after a lousy quarter after a crucial internet outage. How HubSpot (HUBS) CRM offering changes the game and grabs customers for keeps. Lemonade (LMND) warns that new insurance offerings will have bigger losses. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit mega

Aug 5, 2021 • 33:29

Ep. 67: AquaBounty Technologies CEO Sylvia Wulf, Devon Energy, Avis Budget Group, 908 Devices

Ep. 67: AquaBounty Technologies CEO Sylvia Wulf, Devon Energy, Avis Budget Group, 908 Devices

AquaBounty Technologies (AQB) CEO Sylvia Wulf on the challenges and promises of land based fish farming. Devon Energy (DVN) makes a losing bet while hedging oil price fluctuations. Why are Avis Budget Group’s cars so damn expensive this year? Their CFO says it’s not his fault. How 908 Devices (MASS) new technology can sniff out narcotics like fentanyl. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit

Aug 4, 2021 • 35:28

Ep. 66: LendingClub CEO Scott Sanborn, Bitcoin, XRP, Clorox, Take-Two Interactive, Activision Blizzard, Marriott International, Bitcoin, Ripple and XRP

Ep. 66: LendingClub CEO Scott Sanborn, Bitcoin, XRP, Clorox, Take-Two Interactive, Activision Blizzard, Marriott International, Bitcoin, Ripple and XRP

LendingClub (LC) CEO Scott Sanborn discusses the Radius Bank acquisition and skyrocketing loan originations and the end of banking as we know it. Clorox (CLX) battles post-pandemic filth. Why Activision Blizzard’s diversity problems could help Take-Two Interactive (TTWO). Marriott International (MAR) sees a rapid return to travel. And SEC chair Gary Gensler wants purview over Bitcoin, Ripple and XRP and the rest of the world of crypto. The Drill Down with Cory Johnson offers a daily look at the

Aug 3, 2021 • 38:46

Ep. 65: Barrick Gold with Gainesville Coins' Everett Millman, Parker Hannifin, Square, RADA Electronic Industries

Ep. 65: Barrick Gold with Gainesville Coins' Everett Millman, Parker Hannifin, Square, RADA Electronic Industries

Barrick Gold (GOLD) is a miner like no other, says Gainesville Coins' Everett Millman. Parker Hannifin (PH), Meggitt and the profiteers of the new space race. The strategy behind Square (SQ) acquiring AfterPay and the dependence on bitcoin. The company behind Israel’s Drone Dome, RADA Electronic Industries (RADA). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 2, 2021 • 37:39

Ep. 64: Plug Power with Global X's Andrew Little, Chevron, CareDx, Caterpillar

Ep. 64: Plug Power with Global X's Andrew Little, Chevron, CareDx, Caterpillar

Plug Power (PLUG) fuel cell business surges ahead and is poised for even more success, says Global X's Andrew Little. How Chevron (CVX) has surpassed their initial climate change goals. Why all eyes are on CareDx’s (CDNA) novel DNA treatment for kidney disease -- and more. And why Caterpillar (CAT) is succeeding with autonomous driving even as Tesla fails. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Vi

Jul 30, 2021 • 38:00

Ep: 63: Iridium Communications CEO Matt Desch, PayPal, Tempur Sealy International, VSE Corporation

Ep: 63: Iridium Communications CEO Matt Desch, PayPal, Tempur Sealy International, VSE Corporation

Iridium Communications (IRDM) CEO Matt Desch on pioneering satellite technology and the future of mobile communications. VSE Corporation (VSEC) steers itself out of the pandemic. PayPal (PYPL) yearns for an eBay divorce. How Tempur Sealy International (TPX) is struggling with soaring demand for mattresses. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 29, 2021 • 36:18

Ep. 62: AVEO Pharmaceuticals CEO Michael Bailey, Shopify, McDonald’s, Six Flags Entertainment

Ep. 62: AVEO Pharmaceuticals CEO Michael Bailey, Shopify, McDonald’s, Six Flags Entertainment

AVEO Pharmaceuticals (AVEO) CEO Michael Bailey explains why we’re finally making big progress on cures for cancers. McDonald’s (MCD) and their crispy chicken domination (sorry Wendy’s). Shopify (SHOP) finds a way to get customers online AND offline. Six Flags Entertainment (SIX) sees post pandemic boom, but will hiring struggles cause this roller coaster ride -- an ACTUAL roller coaster ride -- to slow down? The Drill Down with Cory Johnson offers a daily look at the business stories behind stoc

Jul 28, 2021 • 38:05

Ep. 61: eXp World Holdings CEO Glenn Sanford, Tesla, UPS, ATI Physical Therapy

Ep. 61: eXp World Holdings CEO Glenn Sanford, Tesla, UPS, ATI Physical Therapy

eXp World Holdings (EXPI) CEO Glenn Sanford tells us why real estate agents are flocking to virtual selling. OPP (other people’s problems) is the bain of UPS (UPS)? ATI Physical Therapy (ATIP) collapses after a messy quarter just weeks after their SPAC IPO. Why did the Tesla (TSLA) earnings call feel so weird? *cough* Elon Musk *cough*. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adc

Jul 27, 2021 • 45:26

Ep. 60: SPACs with dMY Technology's Niccolo De Masi, Rush Street Interactive, Hasbro, Lockheed Martin, MicroStrategy

Ep. 60: SPACs with dMY Technology's Niccolo De Masi, Rush Street Interactive, Hasbro, Lockheed Martin, MicroStrategy

SPAC Godfather Niccolo De Masi of dMY Technology shares his growing portfolio of new companies, including online gaming platform Rush Interactive (RSI), sports data provider Genius Sports (GENI), computing pure-play IONQ (DMYI) and orbital imaging company Planet Labs (DMYQ). Hasbro (HAS) sees a future in digital games. Lockheed Martin (LMT) loves space, but can’t talk about it. MicroStrategy (MSTR) loves a bitcoin rally. The Drill Down with Cory Johnson offers a daily look at the business storie

Jul 26, 2021 • 45:26

Ep. 59: Surgery Partners with Hood River Capital Management’s David Swank, Snap, Clearfield, Boston Beer Company

Ep. 59: Surgery Partners with Hood River Capital Management’s David Swank, Snap, Clearfield, Boston Beer Company

Hood River Capital Management’s David Swank shares the ABC’s on ASC’s over at Surgery Partners (SRGY) and the big business of outpatient surgeries. Can Snap's (SNAP) new product, Spotlight, upstage TikTok? Clearfield (CLFD) sees a surge in growth thanks to their tier two clientele. Boston Beer Company (SAM) seltzers sink, but can a move into hard liquor help? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices.

Jul 23, 2021 • 27:45

Ep. 58: Omeros Corporation with Jacob Funds' Darren Chervitz, Del Taco, Crocs, MarineMax

Ep. 58: Omeros Corporation with Jacob Funds' Darren Chervitz, Del Taco, Crocs, MarineMax

A Covid cure from Omeros (OMER)? We discuss with Jacob Funds' Darren Chervitz. After strong second quarter earnings can Del Taco (TACO) overcome problems in its supply chain AND Taco Bell? Crocs (CROX) are cool, but are they back-to-school cool? MarineMax’s (HZO) big quarter even as inventory is thin. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 22, 2021 • 34:15

Ep. 57: Cambium Networks CEO Atul Bhatnagar, United Airlines, Verizon, Sleep Number

Ep. 57: Cambium Networks CEO Atul Bhatnagar, United Airlines, Verizon, Sleep Number

Cambium Networks (CMBM) CEO Atul Bhatnagar talks about the weird and wonderful business of point-to-point WiFi and offering cell service to Everest base camp. How the Delta variant ISN’T impacting travel for United Airlines (UAL). Why Verizon (VZ) is happy it’s not getting late fees. Will Sleep Number (SNBR) find a solution to a broken supply chain? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit meg

Jul 21, 2021 • 34:35

Ep. 56: Fastly CEO Joshua Bixby, Iridium Communications, IBM, Synchrony

Ep. 56: Fastly CEO Joshua Bixby, Iridium Communications, IBM, Synchrony

Fastly (FSLY) uses developers to sneak into the C-suite and rapid growth. CEO Joshua Bixby explains. IBM tops a very low bar. Synchrony (SYF) sees a return to the golden era of debt. And Iridium Communications has problems at sea -- and they’re not what you’d think. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 20, 2021 • 35:21

Ep. 55: Alibaba with J Capital's Anne Stevenson-Yang, Tractor Supply Company, AutoNation, Prologis

Ep. 55: Alibaba with J Capital's Anne Stevenson-Yang, Tractor Supply Company, AutoNation, Prologis

Is Alibaba’s (BABA) really as confusing as Enron? J Capital's Anne Stevenson-Yang explains her take. The worsening COVID infection rate worries Tractor Supply Company (TSCO) and slams its stock. AutoNation (AN) explains why inflation really might be transitory! Why Prologis (PLD) may be putting its renters on edge. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 19, 2021 • 32:29

Ep. 54: Jacobs Engineering with Global-X’s Jay Jacobs, American Outdoor Brands, Intel, Alcoa

Ep. 54: Jacobs Engineering with Global-X’s Jay Jacobs, American Outdoor Brands, Intel, Alcoa

Will Intel (INTC) buy GlobalFoundries to accelerate chip growth? How Alcoa (AA) believes Europe’s new carbon tax could be beneficial for business. What happened to American Outdoor Brands (AOUT) e-commerce sales? Global-X’s Jay Jacobs discusses Jacobs Engineering (J) and the longevity of big money in US infrastructure. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 16, 2021 • 29:46

Ep. 53: Apple with Clockwise Capital's James Cakmak, UnitedHealth Group, The Joint Chiropractic, Taiwan Semiconductor Manufacturing

Ep. 53: Apple with Clockwise Capital's James Cakmak, UnitedHealth Group, The Joint Chiropractic, Taiwan Semiconductor Manufacturing

UnitedHealth Group (UNH) and the return to pre-pandemic healthcare. Why The Joint Chiropractic (JYNT) is focusing on a digital strategy for future growth. Is the semiconductor shortage finally over at Taiwan Semiconductor Manufacturing (TSM)? And is Apple (AAPL) underappreciated? James Cakmak of Clockwise Capital thinks so. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 15, 2021 • 30:26

Ep. 52: Purple Innovation CEO Joe Megibow, American Airlines , Lennox International , Norwegian Cruise Line

Ep. 52: Purple Innovation CEO Joe Megibow, American Airlines , Lennox International , Norwegian Cruise Line

Norwegian Cruise Line (NCLH) and its CEO are ready to fight for the right to cruise with a fully vaccinated passenger list. But will Florida stand in Norwegian’s way? Why American Airlines (AAL) is betting business travel is poised for a different kind of comeback. Lennox International (LII) searches for a new CEO. And Purple Innovation (PRPL) CEO Joe Megibow tells us how to accelerate growth during a pandemic and make mattresses cool at the same time. The Drill Down with Cory Johnson o

Jul 14, 2021 • 39:05

Ep. 51: Loop Industries CEO Daniel Solomita, JPMorgan, PLx Pharma, Conagra Brands

Ep. 51: Loop Industries CEO Daniel Solomita, JPMorgan, PLx Pharma, Conagra Brands

Loop Industries (LOOP) CEO Daniel Solomita discusses plastic waste and why his company hasn’t sold any product yet. PLx Pharma (PLXP) makes boring old drugs news again -- bringing us liquid aspirin! Why Conagra Brands (CAG) believes they have a winning inflation strategy. How does JPMorgan (JPM) stay ahead when it’s already ahead? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 13, 2021 • 36:39

Ep. 50: Fedex with RMW Commerce's Rick Watson, Virgin Galactic, Albemarle Corporation, Celldex Therapeutics

Ep. 50: Fedex with RMW Commerce's Rick Watson, Virgin Galactic, Albemarle Corporation, Celldex Therapeutics

Virgin Galactic’s (SPCE) founder Richard Branson did NOT go to space, but we talk about what might be the biggest stock promotional event ever? Celldex Therapeutics (CLDX) may have found a cure for hives. As America gets greener, lithium miner Albemarle Corporation’s (ALB) big bet on renewable energy is paying off. RMW Commerce CEO Rick Watson tells us why Fedex’s (FDX) growth has only Amazon to worry about. The Drill Down with Cory Johnson offers a daily look at the business stories behind stoc

Jul 12, 2021 • 32:30

Ep. 49: Outset Medical CEO Leslie Trigg, Wells Fargo, Levi Strauss and Greenbrier

Ep. 49: Outset Medical CEO Leslie Trigg, Wells Fargo, Levi Strauss and Greenbrier

Silicon Valley medtech innovator Outset Medical CEO Leslie Trigg (OM). Wells Fargo ticks off Elizabeth Warren again (WFC) — is CEO Charlie Scharf to blame? Joe Biden celebrates capitalism. Greenbrier enjoys the best quarter ever for the railroads (GBC). And Levi Strauss tells us that 35% of Americans changed their waist size during Covid — and they like it! The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. V

Jul 9, 2021 • 41:12

Ep. 48: Devon Energy CEO Rick Muncrief, Helen of Troy, GAN, WD-40

Ep. 48: Devon Energy CEO Rick Muncrief, Helen of Troy, GAN, WD-40

Devon Energy (DVN) CEO Rick Muncrief tells us about the technological revolution over taking the oil patch. Helen of Troy (HELE) runs afoul of the EPA. WD-40 (WDFC) is hotter than duct tape, benefitting from the isolation renovation. GAN (GAN) gets a big boost from online gambling, but bets big on land-based casinos. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 8, 2021 • 39:30

Ep. 47: Atlas Technical with Sterling Partners Equity Advisors' Kevin Silverman, Opiant Pharmaceuticals, SMART Global Holdings, Phillips 66

Ep. 47: Atlas Technical with Sterling Partners Equity Advisors' Kevin Silverman, Opiant Pharmaceuticals, SMART Global Holdings, Phillips 66

How will rising gas prices affect oil refiner Phillips 66 (PSX)? Why Opiant Pharmaceuticals (OPNT) believes nasal sprays have huge growth potential in the drug overdose reversal market. How computer storage is sending SMART Global Holdings (SGH) sailing. And Sterling Partners Equity Advisors CIO Kevin Silverman tells us what technical services actually mean at Atlas Technical (ATCX). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn mo

Jul 7, 2021 • 33:18

Ep. 46: Ansys with Bokeh Capital's Kim Forest, ChemoCentryx, IBM, Booking.com

Ep. 46: Ansys with Bokeh Capital's Kim Forest, ChemoCentryx, IBM, Booking.com

Will a new amendment filing on their New Drug Application be enough of a boost for ChemoCentryx (CCXI)? Why IBM (IBM) can’t get its own email system on the cloud under control. How Booking.com’s (BKNG) underwater $500M investment in DiDi Global could sink even deeper. Plus, Kim Forest of Bokeh Capital tells us what multiphysics software company Ansys (ANSS) is planning for the future of software. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the mo

Jul 6, 2021 • 35:21

Ep. 45: Booking.com with Knights of Columbus Asset Advisors' Tony Minopoli, Alector Inc, Santander Consumer, Ammo Inc

Ep. 45: Booking.com with Knights of Columbus Asset Advisors' Tony Minopoli, Alector Inc, Santander Consumer, Ammo Inc

Tax cheating and Trump Inc. A look at the business implications of the Trump Organization’s alleged tax scheme. Alector (ALEC): close to a cure for Alzheimers?  How Santander Consumer (SC) is making a risky car market work for their auto lending business. Why Ammo Inc (POWW) is sticking to their guns as a sales backlog stacks up. Knights of Columbus Asset Advisors CIO Tony Minopoli says Booking.com (BKNG) is seeing big boosts from summer travel. The Drill Down with Cory Johnson offers a daily lo

Jul 2, 2021 • 42:42

Ep. 44: Microvision with Wolfpack Research’s Dan David, Gaotu Techedu, Tian Ruixiang Holdings, TAL Education Group, Robinhood, Krispy Kreme.

Ep. 44: Microvision with Wolfpack Research’s Dan David, Gaotu Techedu, Tian Ruixiang Holdings, TAL Education Group, Robinhood, Krispy Kreme.

The Losers! The business stories behind the worst performing stocks of the second quarter including the worst small cap Tian Ruixiang Holdings (TIRX), the worst mid cap Gaotu Techedu (GOTU) and the worst large cap TAL Education Group (TAL). Wolfpack Research’s Dan David tells us why he thinks laser company Microvision (MVIS) might never get there with its bet on self-driving technology. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn

Jul 1, 2021 • 33:02

Ep. 43: EPR Properties with CenterSquare Investment Management's Scott Crowe, Vertex Energy, Cerevel Therapeutics, AMC

Ep. 43: EPR Properties with CenterSquare Investment Management's Scott Crowe, Vertex Energy, Cerevel Therapeutics, AMC

The business stories behind the best performing stocks of the second quarter including the best small cap Vertex Energy (VTNR), the best mid cap Cerevel Therapeutics (CERE) and the best large cap AMC (AMC). Plus Scott Crowe of CenterSquare Investment Management discusses why real estate play EPR Properties (EPR) should benefit from the experience economy. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Vis

Jun 30, 2021 • 39:08

Ep. 42: Yext CEO Howard Lerman, United Airlines, Facebook, Boeing

Ep. 42: Yext CEO Howard Lerman, United Airlines, Facebook, Boeing

Yext (YEXT) CEO Howard Lerman tells us how AI and knowledge graphs help give the exact answers to all your Googled questions. United Airlines (UAL) is saying so long to budget airline competition. Why Facebook (FB) ads are here to stay and what Boeing (BA) is busy doing with new jet orders. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 29, 2021 • 38:53

Ep. 41: Take-Two Interactive CEO Strauss Zelnick, Facebook, CEL-SCI, Appharvest, Tesla, Intellia Therapeutics

Ep. 41: Take-Two Interactive CEO Strauss Zelnick, Facebook, CEL-SCI, Appharvest, Tesla, Intellia Therapeutics

Take-Two Interactive CEO Strauss Zelnick (TTWO) on how the company makes its blockbuster games. Why CEL-SCI Corporation (CVM) isn’t giving up on its latest immunotherapy despite missing its primary endpoint. Appharvest’s (APPH) plan to build a network of indoor farms. Intellia Therapeutics (NTLA) leads all CRISPR stocks higher on promising results for gene editing. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad ch

Jun 28, 2021 • 37:24

Ep. 40: Caleres with Zeo Capital Advisors' Marcus Moore, Nike, Virgin Galactic, Express, CalAmp

Ep. 40: Caleres with Zeo Capital Advisors' Marcus Moore, Nike, Virgin Galactic, Express, CalAmp

Nike (NKE) reaps the effects of its digital transformation with double digit growth. The mall is back - what does that mean for retailers like Express (EXPR)? Plus transportation companies can’t seem to get CalAmp’s (CAMP) into the field. And Zeo Capital Advisors portfolio manager Marcus Moore discusses casual shoe brand Caleres (yep, good ole’ Brown Shoes) and their newfound profitability in e-commerce (CAL). The Drill Down with Cory Johnson offers a daily look at the business stories behind st

Jun 25, 2021 • 35:52

Ep. 39: FireEye COO John Watters, Rite Aid, Criteo, KB Homes

Ep. 39: FireEye COO John Watters, Rite Aid, Criteo, KB Homes

FireEye COO explains exactly how the big break up will happen in cyber security (FEYE). A big privacy decision by Google means big profits for Criteo and others (CRTO).  RiteAid struggles to find enough sick people (RAD). KB homes explains why there’s a limit to how much housing prices can rise (KBH). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 24, 2021 • 35:30

Ep. 38: Docusign CEO Dan Springer, Havertys Furniture, Patterson Companies, AudioCodes

Ep. 38: Docusign CEO Dan Springer, Havertys Furniture, Patterson Companies, AudioCodes

Dan Springer, CEO of a surprisingly interesting Docusign (DOCU). Patterson Companies (PDCO), a veterinarian company that also likes some animals dead. AudioCodes (AUCU) grasping at the boom in videoconferencing. And Haverys (HVT), a furniture company that can’t get his hands on any furniture to sell. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 23, 2021 • 34:03

Ep. 37: Teletech with Villere's Lamar Villere, DoorDash, McDonald’s, Planet Fitness, Blackstone

Ep. 37: Teletech with Villere's Lamar Villere, DoorDash, McDonald’s, Planet Fitness, Blackstone

Why Apple, Amazon, Netflix and Uber use Teletech (TTEC) for customer service, Villere portfolio manager Lamar Villere explains. Planet Fitness (PLNT) attempts to regain its pre-pandemic membership levels. How McDonald’s (MCD) is learning everything about their customers and working to make its dining experience identical on its app. DoorDash (DASH) bets on grocery store chain Albertson’s, but is it too much?  The Drill Down with Cory Johnson offers a daily look at the business stories behind sto

Jun 22, 2021 • 36:53

Ep. 36: Star Bulk Carriers president Hamish Norton, Seres Therapeutics, Lydall, Raven Industries

Ep. 36: Star Bulk Carriers president Hamish Norton, Seres Therapeutics, Lydall, Raven Industries

Star Bulk Carriers president Hamish Norton (SBLK) on global shipping and supply chain headwinds and where to find the best talent for the shipping industry. Seres Therapeutics (MCRB) sees big health benefits where the sun doesn’t shine. Lydall (LDL) watches its filter technology grow in popularity. Raven Industries (RAVN) prepares for a future of autonomously driving tractors. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more abou

Jun 21, 2021 • 40:53

Ep 35: ServiceNow with Palio CEO Joe Greco, Adobe, Smith & Wesson, Athira Pharma

Ep 35: ServiceNow with Palio CEO Joe Greco, Adobe, Smith & Wesson, Athira Pharma

Why digital workflow leader ServiceNow (NOW) may be ripe for a growth spurt, Palio CEO Joe Greco explains. Adobe sees customers accelerating their digital businesses (ADBE). Gun sales for Smith & Wesson (SWBI) are through the roof, but is a nationwide ammunition shortage impeding those sales? Questions surround Athira Pharma’s (ATHA) sudden CEO shuffle. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit

Jun 18, 2021 • 27:59

Ep. 34: OceanFirst Bank  CEO Chris Maher, Taiwan Semiconductor, Kroger, Lennar

Ep. 34: OceanFirst Bank CEO Chris Maher, Taiwan Semiconductor, Kroger, Lennar

OceanFirst Bank CEO Chris Maher (OCFC) tells The Drill Down how he managed to improve and grow his business during the pandemic. Will proposed government investments in semiconductors boost Taiwan Semiconductor (TSM)?. Why Kroger (KR) may not be concerned with a little inflation. Lennar (LEN) offers its pandemic thesis for rising home prices. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.

Jun 17, 2021 • 34:48

Ep. 33: Plug Power CEO Andy Marsh, Oracle, Blue Apron, H&R Block

Ep. 33: Plug Power CEO Andy Marsh, Oracle, Blue Apron, H&R Block

Plug Power CEO Andy Marsh (PLUG) on his goal of becoming the “Amazon of hydrogen fuel.” How Oracle (ORCL) plans to dominate cloud computing, we hear from CEO Safra Catz. Is Blue Apron’s (APRN) secondary share offering a sign of distress? One-time tax filers give H&R Block (HRB) a boost -- but will they be back? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 16, 2021 • 35:11

Ep. 32: Align Technology with Estimize's Leigh Drogen, Spotify, Lionsgate, Blucora

Ep. 32: Align Technology with Estimize's Leigh Drogen, Spotify, Lionsgate, Blucora

How Align Technology (ALGN) uses patents, data, 3D printing and artificial intelligence to stay ahead of increased Invisalign competition, Estimize founder Leigh Drogen explains. Spotify (SPOT) drops $60 million in another podcast investment taking out Alex Cooper’s “Call Her Daddy.” Lionsgate Entertainment (LGF.A) positions itself to compete with Hollywood’s streaming giants Netflix and Disney+ -- but only just a little. Blucora (BCOR) says good times are ahead when it comes to tax software. Th

Jun 15, 2021 • 32:50

Ep. 31: Zscaler CEO Jay Chaudhry, Fisker, Clean Energy Fuels, Motorcar Parts of America

Ep. 31: Zscaler CEO Jay Chaudhry, Fisker, Clean Energy Fuels, Motorcar Parts of America

Zscaler founder and CEO Jay Chaudhry (ZS) on preparing for future cybersecurity threats and the growing demand for zero-trust technology. Electric vehicle maker Fisker (FSR) finds fans on Wall Street while its CEO sells shares. Why Clean Energy Fuels (CLNE) is once again one of the most talked about stocks on Reddit’s WallStreetBets forum -- and how the CEO thinks he can keep up. Motorcar Parts of America (MPAA) is juggling rising demand for car parts during a automobile shortage. The Drill Down

Jun 14, 2021 • 36:32

Ep. 30: Wells Fargo with Advisors Capital Management's Chuck Lieberman, Urban One, Vertex Pharma, Crowdstrike and Tesla

Ep. 30: Wells Fargo with Advisors Capital Management's Chuck Lieberman, Urban One, Vertex Pharma, Crowdstrike and Tesla

Wells Fargo (WFC) tries to shore up its business and reputation leaning on credit cards. But will the Fed continue to cap its success? Advisors Capital Management CIO Chuck Lieberman explains. Urban One (UONE) pivots from radio stations to a casino. Vertex Pharma (VRTX) failed liver disease treatment might actually offer hope for the future. Crowdstrike (CRWD) organizes a world of threats in cybersecurity. And Tesla’s (TSLA) Elon Musk can’t get enough of Cory! The Drill Down with Cory Johnson of

Jun 11, 2021 • 40:18

Ep. 29: MasTec with James Investment's Barry James, Coinbase, FuelCell, Restoration Hardware, Ocugen

Ep. 29: MasTec with James Investment's Barry James, Coinbase, FuelCell, Restoration Hardware, Ocugen

How MasTec (MTZ) benefits from the move to 5G, James Investment CEO Barry James explains. Coinbase (COIN) wants you to be able to invest your 401K in cryptocurrencies. FuelCell (FCEL) keeps its eyes focused on a potentially hydrogen fuel cell powered future. Restoration Hardware (RH) predicts a $1 billion quarter thanks to demand for its furniture and home goods. Ocugen (OCGN) aims to follow in Pfizer and Moderna’s footsteps with its own Covid-19 vaccine. The Drill Down with Cory Johnson offers

Jun 10, 2021 • 34:43

Ep. 28: CarMax with Hennessy Focus Fund's Brian Macauley, Gamestop, Royal Dutch Shell, Organon, United Natural Foods

Ep. 28: CarMax with Hennessy Focus Fund's Brian Macauley, Gamestop, Royal Dutch Shell, Organon, United Natural Foods

Behind CarMax’s (KMX) unique focus on technology, its brick-and-mortar footprint and customer personalization— and how much do they mark up your used car! Hennessy Focus Fund portfolio manager Brian Macauley explains. Gamestop (GME) taps two Amazon (AMZN) executives to be its new CEO and CFO and tells investors the company faces a tough turnaround.  Royal Dutch Shell (RDSA) grapples with a court order to take climate change seriously.  Merck’s woman-focused spinoff Organon (OGN) struggles to fin

Jun 9, 2021 • 35:25

Ep. 27: Flotek CEO John Gibson, Wendy’s, Stitch Fix, Fastly

Ep. 27: Flotek CEO John Gibson, Wendy’s, Stitch Fix, Fastly

Flotek chairman and CEO John Gibson (FTK) on how chemistry and data science are improving gas and oil drilling technology and how Flotek aims to be a green company in the fracking business. Fastly crashes the web showing just how important this San Francisco tech company is to the global internet  (FSLY). And Wendy’s is a whole lot more than a square burger, it’s a hot stock, a tech story -- and a scathing Twitter account   (WEN). Is the boom in Stitch Fix (SFIX) sales merely a result of stimulu

Jun 8, 2021 • 43:52

Ep. 26: Sunnova Energy CEO John Berger, Biogen, Apple, G7, US Concrete, Macquarie Infrastructure

Ep. 26: Sunnova Energy CEO John Berger, Biogen, Apple, G7, US Concrete, Macquarie Infrastructure

Sunnova Energy founder and CEO John Berger (NOVA) on financing solar power in single family homes and expanding the lifespan of solar panels. Biogen (BIIB) celebrates the first new Alzheimer's treatment approved in 20 years. US Concrete (USCR) targets a comeback from Covid-19 pressures. Macquarie Infrastructure (MIC) unloads Atlantic Aviation and its private jet business. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about you

Jun 7, 2021 • 41:07

Ep. 25: VSE Corporation CEO John Cuomo, MongoDB, Oracle, Docusign, BARK, SPAC

Ep. 25: VSE Corporation CEO John Cuomo, MongoDB, Oracle, Docusign, BARK, SPAC

VSE Corporation CEO John Cuomo tries to turn around an important parts supplier to the Post Office and the military, all whilst dealing with COVID. (VSEC). MongoDB (MDB) takes aim at Oracle’s customer base. Forget signatures, Docusign (DOCU) sets its sights on “the agreement cloud.” BarkBox (BARK) finds its footing using technology to target its customer base -- yes, dogs!  The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about

Jun 4, 2021 • 36:22

Ep. 24: Uber with Clockwise Capital's James Cakmak, FireEye, Splunk, Ciena Corporation, Huawei

Ep. 24: Uber with Clockwise Capital's James Cakmak, FireEye, Splunk, Ciena Corporation, Huawei

Uber’s (UBER) big bet on delivery pays off in the pandemic. But now what? James Cakmak of Clockwise Capital explains. FireEye (FEYE) divides itself in two and shows just how different cybersecurity companies can be. Splunk (SPLK) finds that margins aren’t so puffy in the cloud. Ciena Corporation (CIEN) looks to take advantage of a global concern about China and Huawei. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your a

Jun 3, 2021 • 35:53

Ep. 23: Square with Exponential Investment Partners’ Kevin Riley, Schlumberger, Zoom, AMC, Bitcoin, iRhythm Technologies

Ep. 23: Square with Exponential Investment Partners’ Kevin Riley, Schlumberger, Zoom, AMC, Bitcoin, iRhythm Technologies

Can Square (SQ) build a lasting business on Bitcoin? And is Jack Dorsey a safer investment than Elon Musk? Exponential Investment Partners’ Kevin Riley makes the case. Oilfield titan Schlumberger (SLB) predicts dollar signs as the world recovers from Covid-19. Zoom’s (ZOOM) ambitious plans to keep its pandemic momentum going after workers return to offices. Details on iRhythm Technologies’ (IRTC) sudden ouster of its CEO as it fights for bigger payment from Medicare for it’s digital heart rate m

Jun 2, 2021 • 38:08

Ep. 22: II-VI with Bokeh Capital's Kim Forrest, Devon Energy, AMC Entertainment, MicroStrategy Incorporated, Bitcoin

Ep. 22: II-VI with Bokeh Capital's Kim Forrest, Devon Energy, AMC Entertainment, MicroStrategy Incorporated, Bitcoin

The business of putting II-VI’s (IIVI) lasers into Apple’s iPhones, Kim Forrest of Bokeh Capital explains. AMC Entertainment (AMC) says business is booming even though it doesn't see the movie business recovering. MicroStrategy Incorporated (MSTR) explains how accounting rules are keeping companies from buying cryptocurrencies, especially Bitcoin. Devon Energy (DVN) prepares to drill and is on the hunt for acquisition targets. The Drill Down with Cory Johnson offers a daily look at the business

Jun 1, 2021 • 40:16

Ep. 21: Skyline Champion with Sterling Partners Equity Advisors' Kevin Silverman, Yext, HP, Ollie’s Bargain Outlet

Ep. 21: Skyline Champion with Sterling Partners Equity Advisors' Kevin Silverman, Yext, HP, Ollie’s Bargain Outlet

Skyline Champion (SKY) bets big on future demand for mobile and modular homes, Kevin Silverman of Sterling Partners Equity Advisors explains. HP (HPQ) can’t get enough parts to fill demand, and prepares for a post-pandemic slow down on personal computers purchases. And the new artificial intelligence powering Yext’s (YEXT) answer to the yellow pages. But is it enough to overcome accounting problems? Plus, Ollie’s Bargain Outlet (OLLI) successful Covid-19 strategy has other retailers taking notes

May 28, 2021 • 37:48

Ep. 20: Freeport-McMoRan with Global X Fund’s Jay Jacobs, Okta, Workday, Owens & Minor, General Motors

Ep. 20: Freeport-McMoRan with Global X Fund’s Jay Jacobs, Okta, Workday, Owens & Minor, General Motors

The copper crown weighs heavy on the head of Freeport-McMoRan (FCX), as Global X Fund’s Jay Jacobs explains. How “nice” pays off for Workday (WDAY). Behind Okta’s (OKTA) successful “zero trust” strategy, and the lack of trust investors are showing of the company of late. And Owens & Minor (OMI) gives us a glimpse at how hospitals are changing their buying and planning for the next pandemic. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. L

May 27, 2021 • 38:13

Ep. 19: Crown Castle International with Palio's Joe Greco, Zscaler, Dicks Sporting Goods, Urban Outfitters

Ep. 19: Crown Castle International with Palio's Joe Greco, Zscaler, Dicks Sporting Goods, Urban Outfitters

Is Crown Castle International (CCI) poised to be a 5G powerhouse? Palio president and CEO Joe Greco gives us his take. Trust is overrated, as “zero trust” cybersecurity company Zscaler (ZS) reports strong sales. Dicks Sporting Goods (DKS) eyes those stimulus checks as consumers prepare to go back to school. And Urban Outfitters (URBN) reports a RECORD setting quarter as  “she” finally ditches the sweat pants post-pandemic. The Drill Down with Cory Johnson offers a daily look at the business stor

May 26, 2021 • 37:40

Ep. 18: eHealth with Villere's Lamar Villere, Vimeo, IAC, Amazon, Citi Trends, Lordstown Motors

Ep. 18: eHealth with Villere's Lamar Villere, Vimeo, IAC, Amazon, Citi Trends, Lordstown Motors

IAC spins off Vimeo (VMEO), but will the video company be able to maintain its pandemic growth? Urban fashion is the secret sauce to jaw dropping growth at Citi Trends’ (CTRN). Lordstown Motors (RIDE) gives us an electric reminder that truck maker need to make trucks! And portfolio manager Lamar Villere says Medicare Advantage broker eHealth (EHTH) has plenty of room to grow and can put its accounting problems, activist investors and short sellers in the rear view mirror. The Drill Down

May 25, 2021 • 38:29

Ep. 17: Discovery with Smead Capital's Cole Smead, MGM, Amazon, HBO, Warner Bros., AT&T, DraftKings, Virgin Galactic, NGM Biopharmaceuticals

Ep. 17: Discovery with Smead Capital's Cole Smead, MGM, Amazon, HBO, Warner Bros., AT&T, DraftKings, Virgin Galactic, NGM Biopharmaceuticals

Can Discovery (DISCA), fueled with HBO and Warner Brothers content positions itself to be the streaming king, says Smead Capital president Cole Smead. Also, what Amazon (AMZN) could do with MGM’s iconic library of film and television. DraftKings (DKNG) mines content -- and perhaps a Bleacher Report acquisition -- to boost online sports betting. Virgin Galactic (SPCE) celebrates a successful launch and a much needed vote of confidence for its business. A failed liver disease treatment sh

May 24, 2021 • 37:50

Ep. 16: Shopify with RMW Commerce Consulting's Rick Watson, Square, Bitcoin, Supreme, VF Corporation, Deere & Company

Ep. 16: Shopify with RMW Commerce Consulting's Rick Watson, Square, Bitcoin, Supreme, VF Corporation, Deere & Company

Shopify (SHOP), teamed with Google, is taking a bite out of Amazon AND Salesforce, to the benefit of sports bra and ketchup shoppers everywhere. We discuss with Rick Watson, RMW Commerce Consulting CEO. How is it that bitcoin seller Square (SQ) avoids the volatility of Bitcoin itself. VF Corporation’s (VFC) billion dollar bet on Supreme sufferers from COVID and China. And Deere & Company (DE) saw its customer base grow as people fled cities for the country during the pandemic. But, can Deere hol

May 21, 2021 • 33:44

Ep. 15: Sunnova Energy with Bulls Eye Brief’s Adam Johnson, Bitcoin, Cisco, Hormel, Ralph Lauren

Ep. 15: Sunnova Energy with Bulls Eye Brief’s Adam Johnson, Bitcoin, Cisco, Hormel, Ralph Lauren

How Sunnova Energy International (NOVA) is finding success in solar, leverages tax credits, and hoarding those hard-to-get semiconductors during a global shortage, with Bulls Eye Brief’s Adam Johnson. Cisco (CSCO) struggles with the global chip shortage. Hormel Foods (HRL) jacking prices on everything from peanuts to bacon to Spam. Ralph Lauren’s (RL) responds to disastrous European sales with a plan to invest in the U.S. The Drill Down with Cory Johnson offers a daily look at the business stori

May 20, 2021 • 33:22

Ep. 14: Lionsgate with Zeo Capital Advisors' Marcus Moore, Take-Two Interactive, Iovance Biotherapeutics, Container Store

Ep. 14: Lionsgate with Zeo Capital Advisors' Marcus Moore, Take-Two Interactive, Iovance Biotherapeutics, Container Store

Is Lionsgate (LGF.A) the next Netflix? Or the next Disney+? Marcus Moore of Zeo Capital Advisors explains why he see's a new streaming content king. Take-Two Interactive (TTWO) reveals some of its post-pandemic strategy with a plan to launch 60 news games over the next three years. Bitcoin, Ether and XRP take a dive. Iovance Biotherapeutics (IOVA) bungles tests for a potential cancer cure, a failed drug test and a CEO headed for the exits. And the Container Store (TCS) hunts for a way to keep up

May 19, 2021 • 36:49

Ep. 13: Cullen/Frost Bankers' AB Mendez, Walmart, SPACs, Canoo, Desktop Metal, Bitcoin Fraudsters and Elon Musk

Ep. 13: Cullen/Frost Bankers' AB Mendez, Walmart, SPACs, Canoo, Desktop Metal, Bitcoin Fraudsters and Elon Musk

Elon Musk impersonators steal $2 million from the bitcoin curious. Hoarding hurts Walmart results (WMT) as it CUTS prices to grow its food business. Cullen/Frost Bankers (CFR) AB Mendez on expanding in Texas and profiting from the paycheck protection program (PPP). Trouble in SPAC land, an SEC investigation and ephemeral business strategies of electric vehicle maker Canoo (GOEV). And acquisition after acquisition strategy of 3D printing company Desktop Metal (DM). The Drill Down with Co

May 18, 2021 • 42:34

Ep. 12: Broadcom with Advisors Capital Management's JoAnne Feeney, Purple Innovation, Community Health Systems, Apellis Pharmaceuticals

Ep. 12: Broadcom with Advisors Capital Management's JoAnne Feeney, Purple Innovation, Community Health Systems, Apellis Pharmaceuticals

How Broadcom (AVGO) plans to keep up with chip demand from smartphone makers and continue making smart acquisitions, our guest is JoAnne Feeney, portfolio manager at Advisors Capital Management. The keys to Purple Innovation’s (PRPL) success disrupting the mattress industry and managing inflation. How Community Health Systems (CYH) is getting hospital patients to pay their bills. Apellis Pharmaceuticals (APLS) wins approval for a drug to treat a rare blood disease. The Drill Down with Cory Johns

May 17, 2021 • 37:24

Ep. 11: Lincoln Financial with Advisors Capital Management's Chuck Lieberman, Plug Power, DoorDash, Airbnb

Ep. 11: Lincoln Financial with Advisors Capital Management's Chuck Lieberman, Plug Power, DoorDash, Airbnb

With fewer people dying, could it be time for Lincoln Financial (LNC)? Chuck Lieberman of Advisors Capital Management explains. Plug Power (PLUG) tries to put accounting problems and expenses behind it. DoorDash’s (DASH) optimistic forecast for 2021 with adjusted earnings. And Airbnb (ABNB) sees a return to urban travel. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 14, 2021 • 33:11

Ep. 10: Virgin Galactic with Coast Capital's James Rasteh, FireEye, Contango Oil & Gas, Haemonetics Corporation

Ep. 10: Virgin Galactic with Coast Capital's James Rasteh, FireEye, Contango Oil & Gas, Haemonetics Corporation

Is Virgin Galactic (SPCE) a zero-gravity zero? James Rasteh of Coast Capital says they should cease operations. Cybersecurity giant FireEye (FEYE) poised to help the White House fight cyber terrorists. Behind the successful turnaround of Contango Oil & Gas (MCF). A troubled blood company Haemonetics Corporation (HAE) fails to reassure investors or customers. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices.

May 13, 2021 • 36:35

Ep. 9: Intel with Bokeh Capital's Kim Forrest, Array Technologies, Lemonade, Upstart Holdings

Ep. 9: Intel with Bokeh Capital's Kim Forrest, Array Technologies, Lemonade, Upstart Holdings

Understanding the massive changes underway at Intel (INTC) with former software engineer Kim Forrest, founder and CIO of Bokeh Capital. Plus, warning signals from Array Technologies (ARRY). Upstart Holdings (UPST) brings Artificial Intelligence to debt consolidation. Investors sour on high-tech insurance provider Lemonade (LMND). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 12, 2021 • 36:48

Ep. 8: Gazprom with Kopernik Global Investors' David Iben, 3D Systems, Rackspace Technology and Hanesbrands

Ep. 8: Gazprom with Kopernik Global Investors' David Iben, 3D Systems, Rackspace Technology and Hanesbrands

Is China the key to Gazprom (EDR) maintaining global gas dominance? David Iben of Kopernik Global Investors weighs in. After burning through hundreds of millions, 3D Systems (DDD) rides the bubble again. The story behind Rackspace Technology’s (RXT) collapsing margins and lousy quarter. And Hanesbrands (HBI) hunts for the next generation of “innerwear” consumers (that’d be underwear to you and me). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the

May 11, 2021 • 30:01

Ep. 7: Spotify with Clockwise Capital’s James Cakmak, Energy Transfer, Simon Property Group and Trade Desk

Ep. 7: Spotify with Clockwise Capital’s James Cakmak, Energy Transfer, Simon Property Group and Trade Desk

Can Spotify (SPOT) keep growing? Clockwise Capital’s James Cakmak says yes. Pipeline king Energy Transfer (ET) says the oil patch is hotter than you know. How the hell can mall giant Simon Property Group (SPG) say it’s NOT a mall company. And we look at a cookie-less future for The Trade Desk (TTD). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 10, 2021 • 37:35

Ep. 6: Airbnb with Estimize's Leigh Drogen, Bill.com, Roku, Square and Bitcoin

Ep. 6: Airbnb with Estimize's Leigh Drogen, Bill.com, Roku, Square and Bitcoin

AirBNB return to growth, explaining Bill.com’s multi-billion purchase of Divvy -- it’s more than a high-flying stock, Roku’s creepy targeting of its customers using artificial intelligence and machine learning, and after spending billions of dollars buying and selling Bitcoin, why can’t Square make money on crypto? And we look at employment numbers, Dr. Copper and the Baker Hughes rig count. The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly tra

May 7, 2021 • 36:31

Ep. 5: SPACs with dMY Technology's Niccolo de Masi, Moderna, Lee Enterprises, Etsy, Bitcoin, Ether, XRP

Ep. 5: SPACs with dMY Technology's Niccolo de Masi, Moderna, Lee Enterprises, Etsy, Bitcoin, Ether, XRP

Separating good SPACs from bad with dMY Technology Niccolo de Masi, CEO of dMY Technology. Plus, Moderna (MRNA) thanks its Covid-19 vaccine as the company turns its first profit. Lee Enterprises (LEE) gives a clue about the state of the advertising market in its first year without Warren Buffett. And e-commerce marketplace Etsy (ETSY) warns of post-mask world. SEC Chairman Gary Gensler warns of crypto regulation that could affect Bitcoin, Ether, XRP and even Ripple. The Drill Down with Cory John

May 6, 2021 • 38:17

Ep. 4: Vroom with MP Securities' Mark Lehmann, General Motors, Lyft, Devon Energy

Ep. 4: Vroom with MP Securities' Mark Lehmann, General Motors, Lyft, Devon Energy

Why JMP Securities CEO Mark Lehmann believes used car seller Vroom (VRM) has learned its lesson from missteps in 2020 and is convinced Vroom’s sales team will find their e-commerce footing this year. General Motors (GM) faces off with Tesla (and Ford) with its plan to embrace an electric-vehicle future. Also, Lyft (LYFT) learns it doesn’t always pay to be aggressive… at least when it comes to earnings statements. And oil giant Devon Energy (DV) decides to embrace a little more risk. The Drill Do

May 5, 2021 • 38:38

Ep. 3: Goodyear Tires with Firestorm Capital's Eric Swergold, Pfizer, Tyson Foods, Camping World

Ep. 3: Goodyear Tires with Firestorm Capital's Eric Swergold, Pfizer, Tyson Foods, Camping World

Goodyear Tires’ (GT) plan to hike prices and use soybean oil to build the tires of the future with Eric Swergold, CEO of Firestorm Capital. Also, Pfizer’s (PFE) plan to vaccinate teenagers. Tyson Foods (TSN) targets vegans with new meat-free burgers. And Camping World (CWH) struggles to keep inventory stocked as Americans stock up on camping gear and guns. The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies.  Learn more about yo

May 4, 2021 • 31:58

Ep. 2: Continental Resources with Smead Capital's Bill Smead, Berkshire Hathaway, VSE Corp, Mohawk Industries

Ep. 2: Continental Resources with Smead Capital's Bill Smead, Berkshire Hathaway, VSE Corp, Mohawk Industries

The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies. Today, Smead Capital CEO Bill Smead sounds off on shale producer Continental Resources’ (CLR) production ramp up and improving financial condition. We hear from Berkshire Hathaway’s Warren Buffett and his outlook on U.S. infrastructure. Also, gauging potential inflation signals from flooring maker Mohawk Industries (MHK) which did big business during the pandemic. And what a bi

May 3, 2021 • 27:19

The Drill Down - Introduction

The Drill Down - Introduction

Cory Johnson introduces us to the new Drill Down Podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 22, 2021 • 2:15

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