

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.
Episodes
Mentioned books

Sep 3, 2024 • 19min
Drill Down Insider, Elastic's CEO Ash Kulkarni on the Future of Enterprise Search
In this episode, we dive deep into the innovative world of AI-driven enterprise search with Ash Kulkarni, CEO of Elastic. Ash shares insights on how Elastic is leveraging AI to transform the way businesses search, analyze, and act on their data.Key Topics:- Elastic's AI Journey: Learn about Elastic's strategic shift towards AI and the company's vision for the future.- AI-Powered Search: Discover how Elastic's AI capabilities are enhancing search results, improving user experiences, and driving business outcomes.- Enterprise Applications: Explore the diverse range of industries and use cases where Elastic's AI solutions are making a significant impact.- The Future of AI in Enterprise: Gain insights into Ash's perspective on the evolving landscape of AI and its potential to revolutionize businesses.Listen to this episode to:- Understand the role of AI in modern enterprise search.- Discover how Elastic is leading the way in AI-driven solutions.- Gain valuable insights from a seasoned industry leader.Don't miss this exciting conversation with Ash Kulkarni.More than “beat” or “miss” –the Drill Down Insider with chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#Elastic#Earnings@Elastic$ESTC#Technology#Software#CloudComputing#AI #ArtificialIntelligence#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 30, 2024 • 5min
Drill Down Earnings, Ep. 208: Elastic Q1 earnings essentials ($ESTC)
Elastic's Q1 Earnings: Revenue Soars, Customer Growth Woes.Instant analysis of Elastic ($ESTC) Q1 earnings, as we hear from CEO Ash Kulkarni. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#Elastic#Earnings@Elastic$ESTC#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 30, 2024 • 5min
Drill Down Earnings, Ep. 207: Autodesk Q2 earnings essentials ($ADSK)
Instant analysis of Autodesk ($ADSK) Q2 earnings, as we hear from CEO Andrew Anagnost. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#Autodesk#Earnings@Autodesk$ADSK#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 30, 2024 • 5min
Drill Down Earnings, Ep. 206: Dell Q2 earnings essentials ($DELL)
Instant analysis of Dell ($DELL) Q2 earnings, as we hear from CEO Michael Dell. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#Dell#Earnings@Dell$DELL#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 29, 2024 • 6min
Drill Down Earnings, Ep. 205: Salesforce Q2 earnings essentials ($CRM)
Instant analysis of Salesforce ($CRM) Q2 earnings, as we hear from CEO Marc Benioff. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#Salesforce#Earnings@Salesforce$CRM#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 29, 2024 • 6min
Drill Down Earnings, Ep. 204: Crowdstrike Q2 earnings essentials ($CRWD)
Instant analysis of Crowdstrike ($CRWD) Q2 earnings, as we hear from CEO George Kurtz. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#Crowdstrike#Earnings@Crowdstrike$CRWD#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 29, 2024 • 8min
Drill Down Earnings, Ep. 203: NVIDIA Q2 earnings essentials ($NVDA)
Instant analysis of NVIDIA ($NVDA) Q2 earnings, as we hear from CEO Jensen Huang. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#NVIDIA#Earnings@NVIDIA$NVDA#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 29, 2024 • 6min
Drill Down Earnings, Ep. 202: Box Q2 earnings essentials ($BOX)
Instant analysis of Box ($BOX) Q2 earnings, as we hear from CEO Aaron Levie. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#Box#Earnings@Box$BOX#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 23, 2024 • 5min
Drill Down Earnings, Ep. 201: Workday Q2 earnings essentials ($WDAY)
Instant analysis of Workday ($WDAY) Q2 earnings, as we hear from CEO Carl Eschenbach. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#Workday#Earnings@Workday$WDAY#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 22, 2024 • 5min
Drill Down Earnings, Ep. 200: Zoom Q2 earnings essentials ($ZM)
Instant analysis of Zoom ($ZM) Q2 earnings, as we hear from CFO Kelly Steckelberg. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv#Zoom#Earnings@Zoom$ZM#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices


