The Drill Down

Hosted by Cory Johnson

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757

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Oct 2026

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About the show

The Drill Down is focused on the business stories of stocks on the move, 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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60 recent

November 9, 202614 min

Drill Down Insider #29 Hasan Rizvi, Oracle EVP of Database Engineering

At Oracle AI World, Cory Johnson talks with Hasan Rizvi, Oracle’s EVP of Database Engineering, about why AI is changing database security. As agents and AI-generated applications gain access to business data, Rizvi argues that security policies need to be enforced in the database—not just in individual applications. They also discuss the rise in agent-driven data access, how business data makes AI more useful, and Oracle’s approach to a converged database that customers can run across clouds and on-premises.#OracleAIWorld #DatabaseSecurity #AI #AIAgents #DataPrivacy #EnterpriseAI #OracleDatabase Learn more about your ad choices. Visit megaphone.fm/adchoices

November 6, 202612 min

Drill Down Earnings, Ep. 486: Applied Optoelectronics Q3 earnings – ($AAOI) – A Deep Dive with Cory Johnson

The Drill Down: Applied Optoelectronics Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q3 performance with CFO Stefan Murry. 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 Applied Optoelectronics’s Q3 earnings report. Strategic Moves & Industry Impact: How Applied Optoelectronics’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CFO Insights: Direct takeaways and the true outlook from CFO Stefan Murry. 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 #AAOI # #Applied OptoelectronicsEarnings #EarningsApplied Optoelectronics #TheDrillDown #Earnings #WhyApplied OptoelectronicsStockDropped #WhyApplied OptoelectronicsStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices

November 5, 202612 min

Drill Down Earnings, Ep. 485: Coherent Q1 earnings – ($COHR) – A Deep Dive with Cory Johnson

The Drill Down: Coherent Q1 Earnings Analysis 💡 Beyond the numbers: Unpack Coherent ($COHR) Q1 performance with CEO Jim Anderson. 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 Coherent’s Q1 earnings report. Strategic Moves & Industry Impact: How Coherent’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Jim Anderson. 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 #COHR # #CoherentEarnings #EarningsCoherent #TheDrillDown #Earnings #WhyCoherentStockDropped #WhyCoherentStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices

November 4, 202613 min

Drill Down Insider #28 Arpan Shah, Oracle SVP of Product Marketing

Oracle’s AI Stack: Securing Data, Agents, and Apps. At Oracle AI World, Cory Johnson speaks with Arpan Shah, Oracle’s SVP of Product Marketing, about what it takes to move AI applications from promising pilots into enterprise use. They discuss why app-level guardrails may fall short for agents, how Oracle enforces access at the data layer, and its approach to combining vector, JSON, and relational data in one database. Shah also explains trusted APIs, the declarative APEX application layer, automated patching, and Oracle AI Database’s availability across clouds.#DrillDownInsider #Oracle #OracleAI #AI #Agentic #Enterprise #Data #API #CloudComputing Learn more about your ad choices. Visit megaphone.fm/adchoices

November 4, 202612 min

Drill Down Insider #27, Nathan Thomas, Oracle SVP of Product Management

Oracle Senior Vice President of Product Management, Nathan Thomas joins Cory Johnson from the Oracle AI World conference in Las Vegas. Thomas tells Cory why he believes an open, integrated multicloud strategy is the way of the future. He explains the mechanics of Oracle's AI ecosystem and how the company's databases remove complex networking barriers. Thomas also shares how he manages high-profile collaborations with Microsoft Azure, Amazon Web Services (AWS), and Google Cloud.#Oracle #OCI #OracleAIWorld #Multicloud #CloudComputing #AI #AWS #Azure #GoogleCloud #DrillDownInsider Learn more about your ad choices. Visit megaphone.fm/adchoices

October 30, 20266 min

Drill Down Earnings, Ep. 484: Intel Q3 earnings – ($INTC) – A Deep Dive with Cory Johnson

The Drill Down: Intel Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Intel ($INTC) Q3 performance with CFO Dave Zinsner. 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 Intel’s Q3 earnings report. Strategic Moves & Industry Impact: How Intel’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CFO Dave Zinsner. 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 #INTC # #IntelEarnings #EarningsIntel #TheDrillDown #Earnings #WhyIntelStockDropped #WhyIntelStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices

October 30, 202610 min

Drill Down Earnings, Ep. 483: Amazon.com Q3 earnings – ($AMZN) – A Deep Dive with Cory Johnson

The Drill Down: Amazon.com Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q3 performance with CEO Andy Jassy. 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 Amazon.com’s Q3 earnings report. Strategic Moves & Industry Impact: How Amazon.com’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Andy Jassy. 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 #AMZN # #Amazon.comEarnings #EarningsAmazon.com #TheDrillDown #Earnings #WhyAmazon.comStockDropped #WhyAmazon.comStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices

October 28, 202618 min

Drill Down Insider, #25, Phil Mottram HPE Chief Sales Officer

HPE Chief Sales Officer Phil Mottram says Anthropic's Mythos has pushed companies to reopen spending on cybersecurity, networking infrastructure and AI. He explains HPE's new sales setup, where HPE's AI sales agents sell to customers' AI purchasing agents, and why that could widen the pool of buyers HPE can reach. He also covers HPE's technology partnership with the Mercedes-AMG Petronas Formula One Team, where HPE computing and networking cut the team's event simulations from three days to one.  See HPE Networking in action: https://bit.ly/4skmNII Learn more about your ad choices. Visit megaphone.fm/adchoices

October 24, 202618 min

Drill Down Insider, #26, Sylvia Hooks HPE Vice President, Products & Solutions Marketing

Since buying Juniper, HPE has kept Juniper and Aruba on two parallel tracks for network monitoring and security instead of folding one into the other. Sylvia Hooks, HPE's Vice President of Products and Solutions Marketing, explains why the company chose that approach, how AI is being built into both, and what it means for customers running either platform. See HPE Networking in action: https://bit.ly/4skmNII Learn more about your ad choices. Visit megaphone.fm/adchoices

October 21, 202611 min

Drill Down Earnings, Ep. 481: Space Exploration Technologies Q3 earnings – ($SPCX) – A Deep Dive with Cory Johnson

The Drill Down: Space Exploration Technologies Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Space Exploration Technologies ($SPCX) Q3 performance with CEO Elon Musk. 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 Space Exploration Technologies’s Q3 earnings report. Strategic Moves & Industry Impact: How Space Exploration Technologies’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Elon Musk. 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 #Terafab #GrowthStocks #MarketAnalysis #SPCX # #Space Exploration TechnologiesEarnings #EarningsSpaceEx #TheDrillDown #Earnings #WhySpace ExRose Learn more about your ad choices. Visit megaphone.fm/adchoices