The Drill Down all Episodes with AI Transcript

Business

News

Cory Johnson

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. 258: NVIDIA Q3 earnings analysis – what you need to know ($NVDA)

Drill Down Earnings, Ep. 257: Applied Materials Q4 2024 earnings analysis – what you need to know ($AMAT)

Drill Down Earnings, Ep. 256: Cisco Q1 2025 earnings analysis – what you need to know ($CSCO)

Drill Down Earnings, Ep. 255: Applied Optoelectronics Q3 earnings analysis – what you need to know ($AAOI)

Drill Down Earnings, Ep. 254: Arista Networks Q3 earnings analysis – what you need to know ($ANET).

Drill Down Earnings, Ep. 253: Cloudflare Q3 earnings analysis – what you need to know ($NET)

Drill Down Earnings, Ep. 252: Coherent Q1 FY 2024 earnings analysis – what you need to know ($COHR)

Drill Down Earnings, Ep. 251: Arm Fiscal Year Q2 2025 earnings analysis – what you need to know ($ARM)

Drill Down Earnings, Ep. 250: Qualcomm Q3 earnings analysis – what you need to know ($QCOM)

Drill Down Earnings, Ep. 249: Supermicro Q3 earnings analysis – what you need to know ($SMCI)

Drill Down Earnings, Ep. 248: Globalfoundries Q3 earnings analysis – what you need to know ($GFS)

Drill Down Earnings, Ep. 247: Fabrinet Q1 2025 earnings analysis – what you need to know ($FN)

Drill Down Earnings, Ep. 246: Lattice Semiconductor Q3 earnings analysis – what you need to know ($LSCC)

Drill Down Earnings, Ep. 245: Palantir Q3 earnings analysis – what you need to know ($PLTR).

Drill Down Earnings, Ep. 244: Amazon.com Q3 earnings analysis – what you need to know ($AMZN)

Drill Down Earnings, Ep. 243: Atlassian Q1 2025 earnings analysis – what you need to know ($TEAM)

Drill Down Earnings, Ep. 242: Intel Q3 earnings analysis – what you need to know ($INTC)

Drill Down Earnings, Ep. 241: Apple Q4 earnings analysis – what you need to know ($AAPL)

Drill Down Earnings, Ep. 240: Mobileye Q3 earnings analysis – what you need to know ($MBLY)

Drill Down Earnings, Ep. 239: Meta Q3 earnings analysis – what you need to know ($META)

Drill Down Earnings, Ep. 238: Twillio Q3 earnings analysis – what you need to know ($TWLO)

Drill Down Earnings, Ep. 236: KLA Q1 2025 earnings analysis – what you need to know ($KLAC)

Drill Down Earnings, Ep. 237: Microsoft Q4 earnings analysis – what you need to know ($MSFT)

Drill Down Earnings, Ep. 235: ADVANCED MICRO DEVICES Q3 earnings analysis – what you need to know ($AMD)

Drill Down Earnings, Ep. 234: Snap Q3 earnings analysis – what you need to know ($SNAP)

Drill Down Earnings, Ep. 233: Alphabet Q3 earnings analysis – what you need to know ($GOOG)

Drill Down Earnings, Ep. 232: Corning Q3 earnings analysis – what you need to know ($GLW)

Drill Down Earnings, Ep. 231: Cadence Design Systems Q3 earnings analysis – what you need to know ($CDNS)

Drill Down Earnings, Ep. 230: F5 Q4 earnings analysis – what you need to know ($FFIV)

Drill Down Earnings, Ep. 229: ON Semiconductor Q3 earnings analysis – what you need to know ($ON)

Drill Down Earnings, Ep. 228: Comfort Systems USA Q3 earnings analysis – what you need to know ($FIX)

Drill Down Earnings, Ep. 227: Teradyne Q3 earnings analysis ($TER) – what you need to know

Drill Down Earnings, Ep. 226: Lam Research Fiscal Year Q1 earnings essentials ($LRCX)

Drill Down Earnings, Ep. 225: Tesla Q3 earnings essentials ($TSLA)

Drill Down Earnings, Ep. 224: ServiceNow Q3 earnings essentials ($NOW)

Drill Down Earnings, Ep. 223: Vertiv Q3 earnings essentials ($VRT)

Drill Down Earnings, Ep. 222: IBM Q3 earnings essentials ($IBM)

Drill Down Earnings, Ep. 221: Texas Instruments Q3 earnings essentials ($TXN)

Drill Down Earnings, Ep. 220: SAP Q3 earnings essentials ($SAP)

Drill Down Earnings, Ep. 219: ASML Q3 earnings essentials ($ASML)

Drill Down Earnings, Ep. 218: Micron Technology Q4 2024 earnings essentials ($MU)

Drill Down Earnings, Ep. 217: Adobe Q3 earnings essentials ($ADBE)

Drill Down Earnings, Ep. 216: GameStop Q2 earnings essentials ($GME)

Drill Down Earnings, Ep. 215: Oracle Q1 FY 2025 earnings essentials ($ORCL)

Drill Down Earnings, Ep. 214: Broadcom Q3 earnings essentials ($AVGO)

Drill Down Earnings, Ep. 213: Docusign Q2 earnings essentials ($DOCU)

Drill Down Earnings, Ep. 212: Smartsheet Q2 earnings essentials ($SMAR)

Drill Down Earnings, Ep. 211: C3.ai Q1 earnings essentials ($AI)

Drill Down Earnings, Ep. 210: Hewlett Packard Enterprise Q3 earnings essentials ($HPE)

Drill Down Insider, Infleqtion CEO Mathew Kinsella and a look at the PRESENT and quantum technology