Épisodes

  • Drill Down Earnings, Ep. 423: IBM Q4 earnings – ($IBM) – A Deep Dive with Cory Johnson

    Drill Down Earnings, Ep. 423: IBM Q4 earnings – ($IBM) – A Deep Dive with Cory Johnson
    Jan 29 2026
    The Drill Down: IBM Q4 Earnings Analysis 💡 Beyond the numbers: Unpack IBM ($IBM) Q4 performance with CFO Jim Kavenaugh. 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 IBM’s Q4 earnings report. Strategic Moves & Industry Impact: How IBM’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CFO Jim Kavenaugh. 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 #IBM # #IBMEarnings #EarningsIBM #TheDrillDown #Earnings #WhyIBMStockDropped #WhyIBMStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices
    Afficher plus Afficher moins
    8 min
  • Drill Down Earnings, Ep. 422: Tesla Q4 earnings – ($TSLA) – A Deep Dive with Cory Johnson

    Drill Down Earnings, Ep. 422: Tesla Q4 earnings – ($TSLA) – A Deep Dive with Cory Johnson
    Jan 29 2026
    The Drill Down: Tesla Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Tesla ($TSLA) Q4 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 Tesla’s Q4 earnings report. Strategic Moves & Industry Impact: How Tesla’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 #ElonMusk #GrowthStocks @Elon #MarketAnalysis #TSLA #TeslaEarnings #EarningsTesla #TheDrillDown #Earnings #WhyTeslaStockDropped #WhyTeslaStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices
    Afficher plus Afficher moins
    8 min
  • Drill Down Earnings, Ep. 421: Corning Q4 earnings – ($GLW) – A Deep Dive with Cory Johnson

    Drill Down Earnings, Ep. 421: Corning Q4 earnings – ($GLW) – A Deep Dive with Cory Johnson
    Jan 28 2026
    The Drill Down: Corning Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Corning ($GLW) Q4 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 Q4 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
    Afficher plus Afficher moins
    8 min
  • Drill Down Earnings, Ep. 420: F5 Q4 earnings – ($FFIV) – A Deep Dive with Cory Johnson

    Drill Down Earnings, Ep. 420: F5 Q4 earnings – ($FFIV) – A Deep Dive with Cory Johnson
    Jan 28 2026
    The Drill Down: F5 Q4 Earnings Analysis 💡 Beyond the numbers: Unpack F5 ($FFIV) Q4 performance with CEO François Locoh-Donou. 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 F5’s Q4 earnings report. Strategic Moves & Industry Impact: How F5’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO François Locoh-Donou. 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 #FFIV # #F5Earnings #EarningsF5 #TheDrillDown #Earnings #WhyF5StockDropped #WhyF5StockRose Learn more about your ad choices. Visit megaphone.fm/adchoices
    Afficher plus Afficher moins
    7 min
  • Drill Down Earnings, Ep. 419: Texas Instruments Q4 earnings – ($TXN) – A Deep Dive with Cory Johnson

    Drill Down Earnings, Ep. 419: Texas Instruments Q4 earnings – ($TXN) – A Deep Dive with Cory Johnson
    Jan 28 2026
    The Drill Down: Texas Instruments Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Texas Instruments ($TXN) Q4 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 Q4 earnings report. Strategic Moves & Industry Impact: How Texas Instruments’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO Haviv Ilan. 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 #TXN # #Texas InstrumentsEarnings #EarningsTexas Instruments #TheDrillDown #Earnings #WhyTexas InstrumentsStockDropped #WhyTexas InstrumentsStockRose Learn more about your ad choices. Visit megaphone.fm/adchoices
    Afficher plus Afficher moins
    8 min
  • Drill Down Earnings, Ep. 418: Intel Q4 earnings – ($INTC) – A Deep Dive with Cory Johnson

    Drill Down Earnings, Ep. 418: Intel Q4 earnings – ($INTC) – A Deep Dive with Cory Johnson
    Jan 23 2026
    The Drill Down: Intel Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Intel ($INTC) Q4 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 Q4 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 #Intel #IntelEarnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices
    Afficher plus Afficher moins
    8 min
  • Drill Down Earnings, Ep. 417: Taiwan Semiconductor Q4 earnings – ($TSM) – A Deep Dive with Cory Johnson

    Drill Down Earnings, Ep. 417: Taiwan Semiconductor Q4 earnings – ($TSM) – A Deep Dive with Cory Johnson
    Jan 16 2026
    The Drill Down: Taiwan Semiconductor Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Taiwan Semiconductor ($TSM) Q4 performance with CEO C.C. Wei. 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 Taiwan Semiconductor ’s Q4 earnings report. Strategic Moves & Industry Impact: How Taiwan Semiconductor ’s recent decisions are shaping the technology landscape and its competitive position. Unfiltered CEO Insights: Direct takeaways and the true outlook from CEO C.C. Wei. 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 #TSM # Taiwan Semiconductor # Taiwan Semiconductor Earnings #TheDrillDown Learn more about your ad choices. Visit megaphone.fm/adchoices
    Afficher plus Afficher moins
    11 min
  • The Drill Down Ep. #240: Refining Data: Veritone’s aiWARE Story

    The Drill Down Ep. #240: Refining Data: Veritone’s aiWARE Story
    Dec 17 2025
    Veritone says it can convert massive media archives into AI-ready training datasets and claims a near-term bookings pipeline of ~$40 million. CEO Ryan Steelberg explains how the aiWARE platform and Data Refinery service change the growth equation — and why investors should watch the economics, scale and customer mix of this little-known AI play. Learn more about your ad choices. Visit megaphone.fm/adchoices
    Afficher plus Afficher moins
    29 min