Podcast Episodes

Drill Down Earnings, Ep. 439: NVIDIA Q1 earnings – ($NVDA) – A Deep Dive with Cory Johnson

The Drill Down: NVIDIA Q1 Earnings Analysis

💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q1 performance with CEO Jensen Huang. More than “beat” or “mi…

9 hours ago

Drill Down Ep. #254: Innventure (INV:NYSE) CEO Bill Haskell

Innventure booked more than $50 million in orders during the first quarter of 2026 while reporting $1.4 million in revenue and a going-concern warnin…

9 hours ago

Drill Down Earnings, Ep. 438: ASML Q1 2027 earnings – ($ASML) – A Deep Dive with Cory Johnson

The Drill Down: ASML Q1 2027 Earnings Analysis 💡 Beyond the numbers: Unpack ASML ($ASML) Q1 2027 performance with CEO Christophe Forquet. More than “…

1 month ago

Drill Down, Ep. #253: Xanadu Quantum Technologies (CLUM:NASDAQ) CEO Christian Weedbrook

Xanadu is heading toward the public markets with a SPAC transaction that could deliver roughly $500 million in gross proceeds, putting fresh scrutiny…

1 month, 3 weeks ago

Drill Down Insider Ep. #22: Freepik CEO Joaquin Cuenca

Freepik serves more than 500 million people every month without trading on a single stock exchange — a scale that rivals publicly-listed creative pla…

2 months, 1 week ago

Drill Down Earnings, Ep. 437: Rubrik Q4 earnings – ($RBRK) – A Deep Dive with Cory Johnson

The Drill Down: Rubrik Q4 Earnings Analysis

💡 Beyond the numbers: Unpack Rubrik ($RBRK) Q4 performance with CEO Bipul Sinha. More than “beat” or “mis…

2 months, 1 week ago

Drill Down Earnings, Ep. 436: Oracle Q3 FY 2026 earnings – ($ORCL) – A Deep Dive with Cory Johnson

The Drill Down: Oracle Q3 FY 2026 Earnings Analysis

💡 Beyond the numbers: Unpack Oracle ($ORCL) Q3 FY 2026 performance with CEO founder and CTO Larry…

2 months, 1 week ago

Drill Down Ep. #252: Cisco Systems (CSCO:NASDAQ) Jeetu Patel

Cisco is trying to turn itself from a federation of acquisitions into a single integrated platform built for the AI era. Jeetu Patel explains how tha…

2 months, 2 weeks ago

Drill Down Ep. #251: Zscaler (ZS:NYSE) CEO Jay Chaudhry

Zscaler says AI agents will behave like identities, only faster and harder to contain. Jay Chaudhry explains why that pushes security from seats to …

2 months, 3 weeks ago

Drill Down Earnings, Ep. 434: Zscaler FY 2026 Q2 earnings – ($ZS) – A Deep Dive with Cory Johnson

The Drill Down: Zscaler FY 2026 Q2 Earnings Analysis

💡 Beyond the numbers: Unpack Zscaler ($ZS) FY 2026 Q2 performance with CEO Jay Chaudhry. More th…

2 months, 3 weeks ago