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The Drill Down

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.

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  • 32 episodes
  • Avg 9 min
  • English

Episodes 32

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  • August 7 · 6 min

    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 and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Yamini Rangan. 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 #HUBS # #HubSpotEarnings #EarningsHubSpot #TheDrillDown #Earnings #WhyHubSpotStockDropped #WhyHubSpotStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices

  • August 5 · 7 min

    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 recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Lisa Su. 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 #AMD # #Advanced Micro DevicesEarnings #EarningsAdvanced Micro Devices #TheDrillDown #Earnings #WhyAdvanced Micro DevicesStockDropped #WhyAdvanced Micro DevicesStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices

  • August 5 · 11 min

    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 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 #SemiconductorStocks #GrowthStocks #MarketAnalysis #SPCX # #Space Exploration TechnologiesEarnings #EarningsSpace Exploration Technologies #TheDrillDown #Earnings #WhySpace Exploration TechnologiesStockDropped #WhySpace Exploration TechnologiesStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices

  • August 3 · 9 min

    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 the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Alex Karp. 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 #PLTR # #Palantir TechnologiesEarnings #EarningsPalantir Technologies #TheDrillDown #Earnings #WhyPalantir TechnologiesStockDropped #WhyPalantir TechnologiesStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices

  • July 30 · 7 min

    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 and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Rene Haas. 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 #ARM # #ArmEarnings #EarningsArm #TheDrillDown #Earnings #WhyArmStockDropped #WhyArmStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices

  • July 29 · 10 min

    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 and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Wendell Weeks. 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 #GLW # #CorningEarnings #EarningsCorning #TheDrillDown #Earnings #WhyCorningStockDropped #WhyCorningStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices

  • July 29 · 1 min

    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 and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Rick Wallace. 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 #KLAC # #KLAEarnings #EarningsKLA #TheDrillDown #Earnings #WhyKLAStockDropped #WhyKLAStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices

  • July 28 · 9 min

    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 the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Chris Allexandre. 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 #NVTS # #Navitas SemiconductorEarnings #EarningsNavitas Semiconductor #TheDrillDown #Earnings #WhyNavitas SemiconductorStockDropped #WhyNavitas SemiconductorStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices

  • July 27 · 7 min

    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 recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Anirudh Devgan. 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 #CDNS # #Cadence Design SystemsEarnings #EarningsCadence Design Systems #TheDrillDown #Earnings #WhyCadence Design SystemsStockDropped #WhyCadence Design SystemsStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices

  • July 24 · 29 min

    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. Learn more about your ad choices. Visit megaphone.fm/adchoices

  • July 24 · 12 min

    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 decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Brian Lane. 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 #FIX # #Comfort Systems USAEarnings #EarningsComfort Systems USA #TheDrillDown #Earnings #WhyComfort Systems USAStockDropped #WhyComfort Systems USAStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices

  • July 23 · 8 min

    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 and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Lip-Bu 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 #INTC # #IntelEarnings #EarningsIntel #TheDrillDown #Earnings #WhyIntelStockDropped #WhyIntelStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices

Showing 21–32 of 32 episodes