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.
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October 16, 202621 min
Drill Down Ep. #257: Equiniti (BLSH:NYSE) The Official Record Dan Kramer
Equiniti keeps the legal shareholder record for nearly 3,000 public companies, and Bullish has agreed to buy it for $4.2 billion to build a transfer agent for tokenized stock. CEO Dan Kramer explains what makes a token a real share, how a dividend gets paid when one stock sits on both traditional and blockchain systems and what boards are asking now that the SEC permits onchain trading and the DTCC is launching its tokenization service. The deal is due to close in January 2027. #TheDrillDown #Equiniti #DanKramer #Bullish #BLSH #Tokenization #TokenizedStocks #TransferAgent #DTCC #CapitalMarkets #Blockchain #CoryJohnson Learn more about your ad choices. Visit megaphone.fm/adchoices
October 9, 202621 min
Drill Down Insider #24: Vinci CEO Hardik Kabaria
Vinci, a three-year-old Palo Alto company whose software predicts heat and warping in chip designs, has raised $250 million at a $1.5 billion valuation from Advent, Temasek, Xora and AMD Ventures. CEO Hardik Kabaria explains how its physics model returns answers in minutes without training on customer data, who is paying for it and how it fits alongside tools from Cadence and Synopsys. He also says which industries come next, as AI chip packages pass a kilowatt of heat. #TheDrillDown #Vinci #HardikKabaria #PhysicsAI #Semiconductors #ChipDesign #EDA #AdvancedPackaging #AIInfrastructure #VentureCapital #AMD #Simulation Learn more about your ad choices. Visit megaphone.fm/adchoices
October 1, 202626 min
Drill Down Insider #23: Synopsys (SNPS:NASDAQ) CFO Shelagh Glaser
Synopsys this week raised its long-term targets, signed a $1 billion-plus IP deal with Amazon and announced a revenue-sharing partnership with OpenAI. CFO Shelagh Glaser explains how the Ansys acquisition, Elliott’s activist stake and a shift to royalty-based IP change the company’s financial model. She also covers what has to go right for GAAP operating margin to roughly double next year. #TheDrillDown #Synopsys #SNPS #ShelaghGlaser #EDA #Semiconductors #ChipDesign #Ansys #AIchips #SiliconIP #ElliottManagement #CFO Learn more about your ad choices. Visit megaphone.fm/adchoices
September 11, 202625 min
Drill Down Ep. #256: QumulusAI (QMLS:NASDAQ) Building the Bottleneck Michael Maniscalco
Six weeks after listing directly on the Nasdaq, QumulusAI has signed more than $246 million in AI infrastructure contracts — while its cash cushion sits under $20 million against a widening quarterly loss. CEO Michael Maniscalco explains why he thinks power, not GPUs, is now the real constraint on AI infrastructure growth, and what’s actually financed versus promised in the company’s buildout. #TheDrillDown #QumulusAI #QMLS #AIInfrastructure #DataCenters #NvidiaBlackwell #GPUCompute #DirectListing #AIcompute #TechStocks #Nasdaq #CoryJohnson Learn more about your ad choices. Visit megaphone.fm/adchoices
September 11, 202614 min
Drill Down Earnings, Ep. 480: Oracle Q1 earnings – ($ORCL) – A Deep Dive with Cory Johnson
The Drill Down: Oracle Q1 Earnings Analysis 💡 Beyond the numbers: Unpack Oracle ($ORCL) Q1 performance with co-CEOs Clay Magouyrk and Mike Sicilia. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Oracle’s Q1 earnings report. Strategic Moves & Industry Impact: How Oracle’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from co-CEOs Clay Magouyrk and Mike Sicilia. Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market. Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity. 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential. 🎧 Listen & Watch Now: Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!): YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts Instagram: https://www.instagram.com/drilldownpod TikTok: https://www.tiktok.com/@drilldownpod Connect with The Drill Down: Follow Cory Johnson: https://x.com/corytv Follow The Drill Down Pod: https://x.com/drilldownpod #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #ORCL # #OracleEarnings #EarningsOracle #TheDrillDown #Earnings #WhyOracleStockDropped #WhyOracleStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices
September 4, 20266 min
Drill Down Earnings, Ep. 479: Zscaler Q4 earnings – ($ZS) – A Deep Dive with Cory Johnson
The Drill Down: Zscaler Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Zscaler ($ZS) Q4 performance with CEO Jay Chaudhry. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Zscaler’s Q4 earnings report. Strategic Moves & Industry Impact: How Zscaler’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Jay Chaudhry. Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market. Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity. 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential. 🎧 Listen & Watch Now: Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!): YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts Instagram: https://www.instagram.com/drilldownpod TikTok: https://www.tiktok.com/@drilldownpod Connect with The Drill Down: Follow Cory Johnson: https://x.com/corytv Follow The Drill Down Pod: https://x.com/drilldownpod #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #ZS # #ZscalerEarnings #EarningsZscaler #TheDrillDown #Earnings #WhyZscalerStockDropped #WhyZscalerStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices
September 4, 20267 min
Drill Down Earnings, Ep. 477: Hewlett Packard Enterprise Q3 earnings – ($HPE) – A Deep Dive with Cory Johnson
The Drill Down: Hewlett Packard Enterprise Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q3 performance with CEO Antonio Neri. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Hewlett Packard Enterprise’s Q3 earnings report. Strategic Moves & Industry Impact: How Hewlett Packard Enterprise’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Antonio Neri. Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market. Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity. 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential. 🎧 Listen & Watch Now: Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!): YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts Instagram: https://www.instagram.com/drilldownpod TikTok: https://www.tiktok.com/@drilldownpod Connect with The Drill Down: Follow Cory Johnson: https://x.com/corytv Follow The Drill Down Pod: https://x.com/drilldownpod #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #HPE # #Hewlett Packard EnterpriseEarnings #EarningsHewlett Packard Enterprise #TheDrillDown #Earnings #WhyHewlett Packard EnterpriseStockDropped #WhyHewlett Packard EnterpriseStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices
September 4, 202610 min
Drill Down Earnings, Ep. 478: Ciena Q3 earnings – ($CIEN) – A Deep Dive with Cory Johnson
The Drill Down: Ciena Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Ciena ($CIEN) Q3 performance with CEO Gary Smith. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Ciena’s Q3 earnings report. Strategic Moves & Industry Impact: How Ciena’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Gary Smith. Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market. Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity. 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential. 🎧 Listen & Watch Now: Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!): YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts Instagram: https://www.instagram.com/drilldownpod TikTok: https://www.tiktok.com/@drilldownpod Connect with The Drill Down: Follow Cory Johnson: https://x.com/corytv Follow The Drill Down Pod: https://x.com/drilldownpod #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #CIEN # #CienaEarnings #EarningsCiena #TheDrillDown #Earnings #WhyCienaStockDropped #WhyCienaStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices
September 2, 202613 min
Drill Down Earnings, Ep. 476: Broadcom Q3 earnings – ($AVGO) – A Deep Dive with Cory Johnson
The Drill Down: Broadcom Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q3 performance with CEO Hock Tan. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Broadcom’s Q3 earnings report. Strategic Moves & Industry Impact: How Broadcom’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Hock Tan. Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market. Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity. 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential. 🎧 Listen & Watch Now: Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!): YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts Instagram: https://www.instagram.com/drilldownpod TikTok: https://www.tiktok.com/@drilldownpod Connect with The Drill Down: Follow Cory Johnson: https://x.com/corytv Follow The Drill Down Pod: https://x.com/drilldownpod #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #AVGO # #BroadcomEarnings #EarningsBroadcom #TheDrillDown #Earnings #WhyBroadcomStockDropped #WhyBroadcomStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices
September 1, 20269 min
Drill Down Earnings, Ep. 475: Dell Technologies Q2 earnings – ($DELL) – A Deep Dive with Cory Johnson
The Drill Down: Dell Technologies Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Dell Technologies ($DELL) Q2 performance with CEO Michael Dell. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Dell Technologies’s Q2 earnings report. Strategic Moves & Industry Impact: How Dell Technologies’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Michael Dell. Expert Analysis by Cory Johnson: Epistrophy Capital Research's Chief Market Strategist, Cory Johnson, provides his renowned hard-hitting perspective on what these numbers really mean for investors and the broader market. Visual Explanations: Understand complex financial data and market trends with our clear, attractive graphics designed for clarity. 💡 Why Listen to The Drill Down? We tell the business story behind a stock on the move, on the 50 most important companies in technology. If you want to understand technology-driven change, growth stocks and the financial machinations that prove the stock story, this episode is essential. 🎧 Listen & Watch Now: Full Episode on YouTube: https://www.youtube.com/playlist?list=PLlmnVtSe59Fm8ijNEk8cmQPklxuYj175I Listen on Spotify: https://open.spotify.com/show/3N4kDFzCg6CxobaZH2G3dg Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drill-down/id1564993923 🚀 Snappy 1-Minute Highlights (Watch, Learn & Share!): YouTube Shorts: https://www.youtube.com/@DrillDownPod/shorts Instagram: https://www.instagram.com/drilldownpod TikTok: https://www.tiktok.com/@drilldownpod Connect with The Drill Down: Follow Cory Johnson: https://x.com/corytv Follow The Drill Down Pod: https://x.com/drilldownpod #StockMarket #TechInvesting #AIStocks #EarningsCall #Investment #BusinessNews #AI #SemiconductorStocks #GrowthStocks #MarketAnalysis #DELL # #Dell TechnologiesEarnings #EarningsDell Technologies #TheDrillDown #Earnings #WhyDell TechnologiesStockDropped #WhyDell TechnologiesStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices
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