Om denne podcast
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.
Episoder
De nyeste 50 af 761 episoder
- Drill Down Insider #29 Hasan Rizvi, Oracle EVP of Database Engineering · 15 min.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…
- Drill Down Earnings, Ep. 486: Applied Optoelectronics Q3 earnings – ($AAOI) – A Deep Dive with Cory Johnson · 12 min.The Drill Down: Applied Optoelectronics Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q3 performance with CFO Stefan Murry. More than “beat”…
- Drill Down Earnings, Ep. 485: Coherent Q1 earnings – ($COHR) – A Deep Dive with Cory Johnson · 13 min.The Drill Down: Coherent Q1 Earnings Analysis 💡 Beyond the numbers: Unpack Coherent ($COHR) Q1 performance with CEO Jim Anderson. More than “beat” or “miss” – The Drill Down…
- Drill Down Insider #28 Arpan Shah, Oracle SVP of Product Marketing · 13 min.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…
- Drill Down Insider #27, Nathan Thomas, Oracle SVP of Product Management · 13 min.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…
- Drill Down Earnings, Ep. 484: Intel Q3 earnings – ($INTC) – A Deep Dive with Cory Johnson · 6 min.The Drill Down: Intel Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Intel ($INTC) Q3 performance with CFO Dave Zinsner. More than “beat” or “miss” – The Drill Down Earnings…
- Drill Down Earnings, Ep. 483: Amazon.com Q3 earnings – ($AMZN) – A Deep Dive with Cory Johnson · 10 min.The Drill Down: Amazon.com Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q3 performance with CEO Andy Jassy. More than “beat” or “miss” – The Drill Down…
- Drill Down Insider, #25, Phil Mottram HPE Chief Sales Officer · 19 min.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…
- Drill Down Insider, #26, Sylvia Hooks HPE Vice President, Products & Solutions Marketing · 18 min.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…
- Drill Down Earnings, Ep. 481: Space Exploration Technologies Q3 earnings – ($SPCX) – A Deep Dive with Cory Johnson · 11 min.The Drill Down: Space Exploration Technologies Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Space Exploration Technologies ($SPCX) Q3 performance with CEO Elon Musk. More…
- Drill Down Ep. #257: Equiniti (BLSH:NYSE) The Official Record Dan Kramer · 22 min.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…
- Drill Down Insider #24: Vinci CEO Hardik Kabaria · 21 min.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…
- Drill Down Insider #23: Synopsys (SNPS:NASDAQ) CFO Shelagh Glaser · 26 min.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…
- Drill Down Ep. #256: QumulusAI (QMLS:NASDAQ) Building the Bottleneck Michael Maniscalco · 26 min.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 $20 million against…
- Drill Down Earnings, Ep. 480: Oracle Q1 earnings – ($ORCL) – A Deep Dive with Cory Johnson · 15 min.The Drill Down: Oracle Q1 Earnings Analysis 💡 Beyond the numbers: Unpack Oracle ($ORCL) Q1 performance with co-CEOs Clay Magouyrk and Mike Sicilia. More than “beat” or “miss” –…
- Drill Down Earnings, Ep. 479: Zscaler Q4 earnings – ($ZS) – A Deep Dive with Cory Johnson · 7 min.The Drill Down: Zscaler Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Zscaler ($ZS) Q4 performance with CEO Jay Chaudhry. More than “beat” or “miss” – The Drill Down…
- Drill Down Earnings, Ep. 477: Hewlett Packard Enterprise Q3 earnings – ($HPE) – A Deep Dive with Cory Johnson · 8 min.The Drill Down: Hewlett Packard Enterprise Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q3 performance with CEO Antonio Neri. More than…
- Drill Down Earnings, Ep. 478: Ciena Q3 earnings – ($CIEN) – A Deep Dive with Cory Johnson · 10 min.The Drill Down: Ciena Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Ciena ($CIEN) Q3 performance with CEO Gary Smith. More than “beat” or “miss” – The Drill Down Earnings…
- Drill Down Earnings, Ep. 476: Broadcom Q3 earnings – ($AVGO) – A Deep Dive with Cory Johnson · 14 min.The Drill Down: Broadcom Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q3 performance with CEO Hock Tan. More than “beat” or “miss” – The Drill Down…
- Drill Down Earnings, Ep. 475: Dell Technologies Q2 earnings – ($DELL) – A Deep Dive with Cory Johnson · 10 min.The Drill Down: Dell Technologies Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Dell Technologies ($DELL) Q2 performance with CEO Michael Dell. More than “beat” or “miss” –…
- Drill Down Earnings, Ep. 474: Palo Alto Networks Q4 earnings – ($PANW) – A Deep Dive with Cory Johnson · 8 min.The Drill Down: Palo Alto Networks Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q4 performance with CEO Nikesh Arora. More than “beat” or “miss”…
- Drill Down Earnings, Ep. 473: Marvell Technology Q2 earnings – ($MRVL) – A Deep Dive with Cory Johnson · 8 min.The Drill Down: Marvell Technology Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Marvell Technology ($MRVL) Q2 performance with CEO Matt Murphy. More than “beat” or “miss” –…
- Drill Down Earnings, Ep. 472: Elastic Q1 earnings – ($ESTC) – A Deep Dive with Cory Johnson · 8 min.The Drill Down: Elastic Q1 Earnings Analysis 💡 Beyond the numbers: Unpack Elastic ($ESTC) Q1 performance with CEO Ashutosh Kulkarni. More than “beat” or “miss” – The Drill Down…
- Drill Down Earnings, Ep. 471: Synopsys Q3 earnings – ($SNPS) – A Deep Dive with Cory Johnson · 9 min.The Drill Down: Synopsys Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q3 performance with CEO Sassine Ghazi. More than “beat” or “miss” – The Drill Down…
- Drill Down Earnings, Ep. 470: NVIDIA Q2 earnings – ($NVDA) – A Deep Dive with Cory Johnson · 10 min.The Drill Down: NVIDIA Q2 Earnings Analysis 💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q2 performance with CEO Jensen Huang. More than “beat” or “miss” – The Drill Down…
- Drill Down Earnings, Ep. 469: Box Q2 earnings – ($BOX) – A Deep Dive with Cory Johnson · 8 min.The Drill Down: Box Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Box ($BOX) Q2 performance with CEO Aaron Levie. More than “beat” or “miss” – The Drill Down Earnings with…
- Drill Down Earnings, Ep. 468: Analog Devices Q3 earnings – ($ADI) – A Deep Dive with Cory Johnson · 9 min.The Drill Down: Analog Devices Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Analog Devices ($ADI) Q3 performance with CEO Vincent Roche. More than “beat” or “miss” – The…
- Drill Down Earnings, Ep. 467: Fabrinet Q4 earnings – ($FN) – A Deep Dive with Cory Johnson · 10 min.The Drill Down: Fabrinet Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Fabrinet ($FN) Q4 performance with CEO Seamus Grady. More than “beat” or “miss” – The Drill Down…
- Drill Down Earnings, Ep. 466: Applied Materials Q3 earnings – ($AMAT) – A Deep Dive with Cory Johnson · 8 min.The Drill Down: Applied Materials Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Applied Materials ($AMAT) Q3 performance with CEO Gary Dickerson. More than “beat” or “miss”…
- Drill Down Earnings, Ep. 465: Cisco Systems Q4 earnings – ($CSCO) – A Deep Dive with Cory Johnson · 8 min.The Drill Down: Cisco Systems Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Cisco Systems ($CSCO) Q4 performance with CEO Chuck Robbins. More than “beat” or “miss” – The…
- Drill Down Earnings, Ep. 464: Coherent Q4 earnings – ($COHR) – A Deep Dive with Cory Johnson · 10 min.The Drill Down: Coherent Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Coherent ($COHR) Q4 performance with CEO Jim Anderson. More than “beat” or “miss” – The Drill Down…
- Drill Down Earnings, Ep. 463: CoreWeave Q2 earnings – ($CRWV) – A Deep Dive with Cory Johnson · 8 min.The Drill Down: CoreWeave Q2 Earnings Analysis 💡 Beyond the numbers: Unpack CoreWeave ($CRWV) Q2 performance with CEO Mike Intrator. More than “beat” or “miss” – The Drill Down…
- Drill Down Earnings, Ep. 462: Lumentum Q4 earnings – ($LITE) – A Deep Dive with Cory Johnson · 9 min.The Drill Down: Lumentum Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Lumentum ($LITE) Q4 performance with CEO Michael Hurlston. More than “beat” or “miss” – The Drill Down…
- Drill Down Earnings, Ep. 461: Applied Optoelectronics Q2 earnings – ($AAOI) – A Deep Dive with Cory Johnson · 11 min.The Drill Down: Applied Optoelectronics Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q2 performance with CFO Stefan Murry. More than “beat”…
- Drill Down Earnings, Ep. 460: Cloudflare Q2 earnings – ($NET) – A Deep Dive with Cory Johnson · 8 min.The Drill Down: Cloudflare Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Cloudflare ($NET) Q2 performance with CEO Matthew Prince. More than “beat” or “miss” – The Drill…
- Drill Down Earnings, Ep. 459: HubSpot Q2 earnings – ($HUBS) – A Deep Dive with Cory Johnson · 7 min.The Drill Down: HubSpot Q2 Earnings Analysis 💡 Beyond the numbers: Unpack HubSpot ($HUBS) Q2 performance with CEO Yamini Rangan. More than “beat” or “miss” – The Drill Down…
- Drill Down Earnings, Ep. 458: Advanced Micro Devices Q2 earnings – ($AMD) – A Deep Dive with Cory Johnson · 7 min.The Drill Down: Advanced Micro Devices Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Advanced Micro Devices ($AMD) Q2 performance with CEO Lisa Su. More than “beat” or…
- Drill Down Earnings, Ep. 457: Space Exploration Technologies Q2 earnings – ($SPCX) – A Deep Dive with Cory Johnson · 11 min.The Drill Down: Space Exploration Technologies Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Space Exploration Technologies ($SPCX) Q2 performance with CEO Elon Musk. More…
- Drill Down Earnings, Ep. 456: Palantir Technologies Q2 earnings – ($PLTR) – A Deep Dive with Cory Johnson · 9 min.The Drill Down: Palantir Technologies Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Palantir Technologies ($PLTR) Q2 performance with CEO Alex Karp. More than “beat” or…
- Drill Down Earnings, Ep. 454: Arm Q1 earnings – ($ARM) – A Deep Dive with Cory Johnson · 8 min.The Drill Down: Arm Q1 Earnings Analysis 💡 Beyond the numbers: Unpack Arm ($ARM) Q1 performance with CEO Rene Haas. More than “beat” or “miss” – The Drill Down Earnings with…
- Drill Down Earnings, Ep. 453: Corning Q2 earnings – ($GLW) – A Deep Dive with Cory Johnson · 11 min.The Drill Down: Corning Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Corning ($GLW) Q2 performance with CEO Wendell Weeks. More than “beat” or “miss” – The Drill Down…
- Drill Down Earnings, Ep. 452: KLA Q4 earnings – ($KLAC) – A Deep Dive with Cory Johnson · 1 min.The Drill Down: KLA Q4 Earnings Analysis 💡 Beyond the numbers: Unpack KLA ($KLAC) Q4 performance with CEO Rick Wallace. More than “beat” or “miss” – The Drill Down Earnings with…
- Drill Down Earnings, Ep. 451: Navitas Semiconductor Q2 earnings – ($NVTS) – A Deep Dive with Cory Johnson · 9 min.The Drill Down: Navitas Semiconductor Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Navitas Semiconductor ($NVTS) Q2 performance with CEO Chris Allexandre. More than “beat”…
- Drill Down Earnings, Ep. 450: Cadence Design Systems Q2 earnings – ($CDNS) – A Deep Dive with Cory Johnson · 8 min.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”…
- Drill Down Ep. #255: Momentus Space (MNTS:NASDAQ) CEO John Rood · 29 min.A space company that faced SEC enforcement action and founder departure in 2021 is now flying national security payloads for DARPA and promising $10 million in space-related…
- Drill Down Earnings, Ep. 449: Comfort Systems USA Q2 earnings – ($FIX) – A Deep Dive with Cory Johnson · 13 min.The Drill Down: Comfort Systems USA Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Comfort Systems USA ($FIX) Q2 performance with CEO Brian Lane. More than “beat” or “miss” –…
- Drill Down Earnings, Ep. 448: Intel Q2 earnings – ($INTC) – A Deep Dive with Cory Johnson · 8 min.The Drill Down: Intel Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Intel ($INTC) Q2 performance with CEO Lip-Bu Tan. More than “beat” or “miss” – The Drill Down Earnings…
- Drill Down Earnings, Ep. 447: Texas Instruments Q2 earnings – ($TXN) – A Deep Dive with Cory Johnson · 9 min.The Drill Down: Texas Instruments Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Texas Instruments ($TXN) Q2 performance with CEO Haviv Ilan. More than “beat” or “miss” – The…
- Drill Down Earnings, Ep. 446: ServiceNow Q2 earnings – ($NOW) – A Deep Dive with Cory Johnson · 8 min.The Drill Down: ServiceNow Q2 Earnings Analysis 💡 Beyond the numbers: Unpack ServiceNow ($NOW) Q2 performance with CEO Bill McDermott. More than “beat” or “miss” – The Drill…
- Drill Down Earnings, Ep. 445: Oracle Q4 earnings – ($ORCL) – A Deep Dive with Cory Johnson · 6 min.The Drill Down: Oracle Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Oracle ($ORCL) Q4 performance – from Oracle Park during a “business man’s special” with CEO Clay…
