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Description
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.
375 Episodes
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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
$DELL
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Business
@DrillDownPod
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Instant analysis of Elastic ($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
$ESTC
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Business
@DrillDownPod
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Instant analysis of Veeva Systems ($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
$VEEV
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Business
@DrillDownPod
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Instant analysis of Mongodb ($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
$MDB
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Business
@DrillDownPod
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Instant analysis of Zscaler ($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
$ZS
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Business
@DrillDownPod
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Instant analysis of Marvell Technology ($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
$MRVL
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Business
@DrillDownPod
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Instant analysis of Okta ($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
$OKTA
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Business
@DrillDownPod
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Instant analysis of HP ($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
$HPQ
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Business
@DrillDownPod
Learn more about your ad choices. Visit megaphone.fm/adchoices
Instant analysis of C3.ai ($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
$AI
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Business
@DrillDownPod
Learn more about your ad choices. Visit megaphone.fm/adchoices
Instant analysis of Salesforce ($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
$CRM
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Business
@DrillDownPod
Learn more about your ad choices. Visit megaphone.fm/adchoices
Instant analysis of Intuit ($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
$INTU
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Business
@DrillDownPod
Learn more about your ad choices. Visit megaphone.fm/adchoices
Instant analysis of Workday ($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
$WDAY
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Business
@DrillDownPod
Learn more about your ad choices. Visit megaphone.fm/adchoices
Instant analysis of Snowflake ($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
$SNOW
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Business
@DrillDownPod
Learn more about your ad choices. Visit megaphone.fm/adchoices
Instant analysis of NVIDIA ($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
$NVDA
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Business
@DrillDownPod
Learn more about your ad choices. Visit megaphone.fm/adchoices
Instant analysis of Synopsys ($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
$SNPS
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Business
@DrillDownPod
Learn more about your ad choices. Visit megaphone.fm/adchoices
Instant analysis of Analog Devices ($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
$ADI
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Business
@DrillDownPod
Learn more about your ad choices. Visit megaphone.fm/adchoices
Instant analysis of Zoom Video Communications ($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
$ZM
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Business
@DrillDownPod
Learn more about your ad choices. Visit megaphone.fm/adchoices
Instant analysis of Palo Alto Networks ($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
$PANW
#technology
#software
#cloudcomputing
#chips
#ai #artificialintelligencesociety
#semiconductors
#stocks
#trading
#business
@DrillDownPod
Learn more about your ad choices. Visit megaphone.fm/adchoices
Instant analysis of Applied Materials ($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
$AMAT
#Technology
#Software
#CloudComputing
#Chips
#AI #ArtificialIntelligence
#Semiconductors
#Stocks
#Trading
#Business
@DrillDownPod
Learn more about your ad choices. Visit megaphone.fm/adchoices
Instant analysis of Cisco Systems ($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 megaphone.fm/adchoices
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