The Drill Down
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. 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 Technolo...
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
...
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...
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
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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 $20 million against a widening quarterly loss. CEO Michael Maniscalco explains why he thinks power, not GPUs, is now the real constraint on AI infrastructure growth, and what’s actually financed versus promised in the company’s buildout.
#TheDrillDown #QumulusAI #QMLS #AIInfrastructure #DataCenters #NvidiaBlackwell #GPUCompute #DirectListing #AIcompute #TechStocks #Nasdaq #CoryJohnson
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Drill Down Earnings, Ep. 480: Oracle Q1 earnings – ($ORCL) – A Deep Dive with Cory Johnson
The Drill Down: Oracle Q1 Earnings Analysis
💡 Beyond the numbers: Unpack Oracle ($ORCL) Q1 performance with co-CEOs Clay Magouyrk and Mike Sicilia. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Oracle’s Q1 earnings report.
Strategic Moves & Industry Impact: How Oracle’s recent decisions are shaping the techno...
Drill Down Earnings, Ep. 479: Zscaler Q4 earnings – ($ZS) – A Deep Dive with Cory Johnson
The Drill Down: Zscaler Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Zscaler ($ZS) Q4 performance with CEO Jay Chaudhry. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Zscaler’s Q4 earnings report.
Strategic Moves & Industry Impact: How Zscaler’s recent decisions are shaping the technology landscape a...
Drill Down Earnings, Ep. 477: Hewlett Packard Enterprise Q3 earnings – ($HPE) – A Deep Dive with Cory Johnson
The Drill Down: Hewlett Packard Enterprise Q3 Earnings Analysis
💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q3 performance with CEO Antonio Neri. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Hewlett Packard Enterprise’s Q3 earnings report.
Strategic Moves & Industry Impact: How Hewlett Packard Enterprise’s...
Drill Down Earnings, Ep. 478: Ciena Q3 earnings – ($CIEN) – A Deep Dive with Cory Johnson
The Drill Down: Ciena Q3 Earnings Analysis
💡 Beyond the numbers: Unpack Ciena ($CIEN) Q3 performance with CEO Gary Smith. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Ciena’s Q3 earnings report.
Strategic Moves & Industry Impact: How Ciena’s recent decisions are shaping the technology landscape a...
Drill Down Earnings, Ep. 476: Broadcom Q3 earnings – ($AVGO) – A Deep Dive with Cory Johnson
The Drill Down: Broadcom Q3 Earnings Analysis
💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q3 performance with CEO Hock Tan. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Broadcom’s Q3 earnings report.
Strategic Moves & Industry Impact: How Broadcom’s recent decisions are shaping the technology landscape a...
Drill Down Earnings, Ep. 475: Dell Technologies Q2 earnings – ($DELL) – A Deep Dive with Cory Johnson
The Drill Down: Dell Technologies Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Dell Technologies ($DELL) Q2 performance with CEO Michael Dell. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Dell Technologies’s Q2 earnings report.
Strategic Moves & Industry Impact: How Dell Technologies’s recent decisions are shaping...
Drill Down Earnings, Ep. 474: Palo Alto Networks Q4 earnings – ($PANW) – A Deep Dive with Cory Johnson
The Drill Down: Palo Alto Networks Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q4 performance with CEO Nikesh Arora. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Palo Alto Networks’s Q4 earnings report.
Strategic Moves & Industry Impact: How Palo Alto Networks’s rece...
Drill Down Earnings, Ep. 473: Marvell Technology Q2 earnings – ($MRVL) – A Deep Dive with Cory Johnson
The Drill Down: Marvell Technology Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Marvell Technology ($MRVL) Q2 performance with CEO Matt Murphy. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Marvell Technology’s Q2 earnings report.
Strategic Moves & Industry Impact: How Marvell Technology’s recent decisions are shaping...
Drill Down Earnings, Ep. 472: Elastic Q1 earnings – ($ESTC) – A Deep Dive with Cory Johnson
The Drill Down: Elastic Q1 Earnings Analysis
💡 Beyond the numbers: Unpack Elastic ($ESTC) Q1 performance with CEO Ashutosh Kulkarni. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Elastic’s Q1 earnings report.
Strategic Moves & Industry Impact: How Elastic’s recent decisions are shaping the technology landscape a...
Drill Down Earnings, Ep. 471: Synopsys Q3 earnings – ($SNPS) – A Deep Dive with Cory Johnson
The Drill Down: Synopsys Q3 Earnings Analysis
💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q3 performance with CEO Sassine Ghazi. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Synopsys’s Q3 earnings report.
Strategic Moves & Industry Impact: How Synopsys’s recent decisions are shaping the technology landscape a...
Drill Down Earnings, Ep. 470: NVIDIA Q2 earnings – ($NVDA) – A Deep Dive with Cory Johnson
The Drill Down: NVIDIA Q2 Earnings Analysis
💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q2 performance with CEO Jensen Huang. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from NVIDIA’s Q2 earnings report.
Strategic Moves & Industry Impact: How NVIDIA’s recent decisions are shaping the technology landscape a...
Drill Down Earnings, Ep. 469: Box Q2 earnings – ($BOX) – A Deep Dive with Cory Johnson
The Drill Down: Box Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Box ($BOX) Q2 performance with CEO Aaron Levie. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Box’s Q2 earnings report.
Strategic Moves & Industry Impact: How Box’s recent decisions are shaping the technology landscape a...
Drill Down Earnings, Ep. 468: Analog Devices Q3 earnings – ($ADI) – A Deep Dive with Cory Johnson
The Drill Down: Analog Devices Q3 Earnings Analysis
💡 Beyond the numbers: Unpack Analog Devices ($ADI) Q3 performance with CEO Vincent Roche. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Analog Devices’s Q3 earnings report.
Strategic Moves & Industry Impact: How Analog Devices’s recent decisions are shaping...
Drill Down Earnings, Ep. 467: Fabrinet Q4 earnings – ($FN) – A Deep Dive with Cory Johnson
The Drill Down: Fabrinet Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Fabrinet ($FN) Q4 performance with CEO Seamus Grady. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Fabrinet’s Q4 earnings report.
Strategic Moves & Industry Impact: How Fabrinet’s recent decisions are shaping the technology landscape a...
Drill Down Earnings, Ep. 466: Applied Materials Q3 earnings – ($AMAT) – A Deep Dive with Cory Johnson
The Drill Down: Applied Materials Q3 Earnings Analysis
💡 Beyond the numbers: Unpack Applied Materials ($AMAT) Q3 performance with CEO Gary Dickerson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Applied Materials’s Q3 earnings report.
Strategic Moves & Industry Impact: How Applied Materials’s recent decisions are shaping...
Drill Down Earnings, Ep. 465: Cisco Systems Q4 earnings – ($CSCO) – A Deep Dive with Cory Johnson
The Drill Down: Cisco Systems Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Cisco Systems ($CSCO) Q4 performance with CEO Chuck Robbins. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Cisco Systems’s Q4 earnings report.
Strategic Moves & Industry Impact: How Cisco Systems’s recent decisions are shaping...
Drill Down Earnings, Ep. 464: Coherent Q4 earnings – ($COHR) – A Deep Dive with Cory Johnson
The Drill Down: Coherent Q4 Earnings Analysis
💡 Beyond the numbers: Unpack Coherent ($COHR) Q4 performance with CEO Jim Anderson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Coherent’s Q4 earnings report.
Strategic Moves & Industry Impact: How Coherent’s recent decisions are shaping the technology landscape a...
Drill Down Earnings, Ep. 463: CoreWeave Q2 earnings – ($CRWV) – A Deep Dive with Cory Johnson
The Drill Down: CoreWeave Q2 Earnings Analysis
💡 Beyond the numbers: Unpack CoreWeave ($CRWV) Q2 performance with CEO Mike Intrator. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from CoreWeave’s Q2 earnings report.
Strategic Moves & Industry Impact: How CoreWeave’s recent decisions are shaping the technology landscape a...
Drill Down Earnings, Ep. 462: Lumentum Q4 earnings – ($LITE) – A Deep Dive with Cory Johnson
The Drill Down: Lumentum Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Lumentum ($LITE) Q4 performance with CEO Michael Hurlston. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Lumentum’s Q4 earnings report.
Strategic Moves & Industry Impact: How Lumentum’s recent decisions are shaping the technology landscape and its competitive po...
Drill Down Earnings, Ep. 461: Applied Optoelectronics Q2 earnings – ($AAOI) – A Deep Dive with Cory Johnson
The Drill Down: Applied Optoelectronics Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q2 performance with CFO Stefan Murry. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Applied Optoelectronics’s Q2 earnings report.
Strategic Moves & Industry Impact: How Applied Optoelectronics’s recent decisions are shaping...
Drill Down Earnings, Ep. 460: Cloudflare Q2 earnings – ($NET) – A Deep Dive with Cory Johnson
The Drill Down: Cloudflare Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Cloudflare ($NET) Q2 performance with CEO Matthew Prince. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Cloudflare’s Q2 earnings report.
Strategic Moves & Industry Impact: How Cloudflare’s recent decisions are shaping the technology landscape a...
Drill Down Earnings, Ep. 459: HubSpot Q2 earnings – ($HUBS) – A Deep Dive with Cory Johnson
The Drill Down: HubSpot Q2 Earnings Analysis
💡 Beyond the numbers: Unpack HubSpot ($HUBS) Q2 performance with CEO Yamini Rangan. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from HubSpot’s Q2 earnings report.
Strategic Moves & Industry Impact: How HubSpot’s recent decisions are shaping the technology landscape a...
Drill Down Earnings, Ep. 458: Advanced Micro Devices Q2 earnings – ($AMD) – A Deep Dive with Cory Johnson
The Drill Down: Advanced Micro Devices Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Advanced Micro Devices ($AMD) Q2 performance with CEO Lisa Su. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Advanced Micro Devices’s Q2 earnings report.
Strategic Moves & Industry Impact: How Advanced Micro Devices’s rece...
Drill Down Earnings, Ep. 457: Space Exploration Technologies Q2 earnings – ($SPCX) – A Deep Dive with Cory Johnson
The Drill Down: Space Exploration Technologies Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Space Exploration Technologies ($SPCX) Q2 performance with CEO Elon Musk. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Space Exploration Technologies’s Q2 earnings report.
Strategic Moves & Industry Impact: How Space Exploration Technolo...
Drill Down Earnings, Ep. 456: Palantir Technologies Q2 earnings – ($PLTR) – A Deep Dive with Cory Johnson
The Drill Down: Palantir Technologies Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Palantir Technologies ($PLTR) Q2 performance with CEO Alex Karp. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Palantir Technologies’s Q2 earnings report.
Strategic Moves & Industry Impact: How Palantir Technologies’s recent decisions are shaping...
Drill Down Earnings, Ep. 454: Arm Q1 earnings – ($ARM) – A Deep Dive with Cory Johnson
The Drill Down: Arm Q1 Earnings Analysis
💡 Beyond the numbers: Unpack Arm ($ARM) Q1 performance with CEO Rene Haas. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Arm’s Q1 earnings report.
Strategic Moves & Industry Impact: How Arm’s recent decisions are shaping the technology landscape a...
Drill Down Earnings, Ep. 453: Corning Q2 earnings – ($GLW) – A Deep Dive with Cory Johnson
The Drill Down: Corning Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Corning ($GLW) Q2 performance with CEO Wendell Weeks. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Corning’s Q2 earnings report.
Strategic Moves & Industry Impact: How Corning’s recent decisions are shaping the technology landscape a...
Drill Down Earnings, Ep. 452: KLA Q4 earnings – ($KLAC) – A Deep Dive with Cory Johnson
The Drill Down: KLA Q4 Earnings Analysis
💡 Beyond the numbers: Unpack KLA ($KLAC) Q4 performance with CEO Rick Wallace. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from KLA’s Q4 earnings report.
Strategic Moves & Industry Impact: How KLA’s recent decisions are shaping the technology landscape a...
Drill Down Earnings, Ep. 451: Navitas Semiconductor Q2 earnings – ($NVTS) – A Deep Dive with Cory Johnson
The Drill Down: Navitas Semiconductor Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Navitas Semiconductor ($NVTS) Q2 performance with CEO Chris Allexandre. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Navitas Semiconductor’s Q2 earnings report.
Strategic Moves & Industry Impact: How Navitas Semiconductor’s recent decisions are shaping...
Drill Down Earnings, Ep. 450: Cadence Design Systems Q2 earnings – ($CDNS) – A Deep Dive with Cory Johnson
The Drill Down: Cadence Design Systems Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q2 performance with CEO Anirudh Devgan. 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 Cadence Design Systems’s Q2 earnings report.
Strategic Moves & Industry Impact: How Cadence Design Systems’s rec...
Drill Down Ep. #255: Momentus Space (MNTS:NASDAQ) CEO John Rood
A space company that faced SEC enforcement action and founder departure in 2021 is now flying national security payloads for DARPA and promising $10 million in space-related revenue in 2026. In this episode, CEO John Rood walks us through the leadership transition, the Pentagon partnerships driving expansion and why reusable in-orbit logistics could be the fastest-growing defense market.
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Drill Down Earnings, Ep. 449: Comfort Systems USA Q2 earnings – ($FIX) – A Deep Dive with Cory Johnson
The Drill Down: Comfort Systems USA Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Comfort Systems USA ($FIX) Q2 performance with CEO Brian Lane. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Comfort Systems USA’s Q2 earnings report.
Strategic Moves & Industry Impact: How Comfort Systems USA’s recent...
Drill Down Earnings, Ep. 448: Intel Q2 earnings – ($INTC) – A Deep Dive with Cory Johnson
The Drill Down: Intel Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Intel ($INTC) Q2 performance with CEO Lip-Bu Tan. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Intel’s Q2 earnings report.
Strategic Moves & Industry Impact: How Intel’s recent decisions are shaping the technology landscape a...
Drill Down Earnings, Ep. 447: Texas Instruments Q2 earnings – ($TXN) – A Deep Dive with Cory Johnson
The Drill Down: Texas Instruments Q2 Earnings Analysis
💡 Beyond the numbers: Unpack Texas Instruments ($TXN) Q2 performance with CEO Haviv Ilan. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson explains the business news behind stocks on the move, empowering retail investors and enlightening the world of technology.
🔍 In This Episode, You'll Discover:
Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Texas Instruments’s Q2 earnings report.
Strategic Moves & Industry Impact: How Texas Instruments’s recent decisions are shaping...
Drill Down Earnings, Ep. 446: ServiceNow Q2 earnings – ($NOW) – A Deep Dive with Cory Johnson
The Drill Down: ServiceNow Q2 Earnings Analysis
💡 Beyond the numbers: Unpack ServiceNow ($NOW) Q2 performance with CEO Bill McDermott. 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 ServiceNow’s Q2 earnings report.
Strategic Moves & Industry Impact: How ServiceNow’s recent decisions are shaping the technology landscape a...
