

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

Dec 7, 2023 • 32min
Ep. 234: Ethan Allen CEO Farooq Kathwari, SentinelOne, MongoDB and J.M. Smucker.
Farooq Kathwari, CEO of Ethan Allen, shares his innovative strategy focused on reshoring and local manufacturing, revealing how the company is adapting to global changes by operating in Mexico and Honduras while retaining a U.S. presence. The discussion also delves into SentinelOne's battle against AI-enhanced hacking, the financial health of MongoDB, and J.M. Smucker's flavorful merger with Hostess. Through advanced operational strategies and commitment to quality, Kathwari highlights the future of the furniture industry amidst evolving market challenges.

Nov 30, 2023 • 36min
Ep. 233: Blink Charging CEO Brendan Jones, Crocs, Synopsys and Workday.
Are electric cars losing their charge? Our big interview with Blink Charging CEO Brendan Jones (BLNK). Also Crocs (CROX) kicks off HeyDude expectations and the stock surges, Synopsys (SNPS) smart plan to expand its Artificial Intelligence semiconductor business and Workday (WDAY) says AI will close deals faster – now!https://linktr.ee/drilldownpodFuturum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. It’s business news for business people. Every episode of The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 16, 2023 • 36min
Ep. 232: AvePoint CEO T.J. Jiang, Beauty Health, Paycor HCM and Amdocs.
An interview with AvePoint CEO T.J. Jiang (AVPT) a company getting data ready for artificial intelligence. Also Beauty Health (SKIN) maker of the HydraFacial springs a leak, Paycor HCM (PYCR) sees sales growth slowdown, and Amdocs (DOX) brings generative AI to telcos, with the help of Nvidia (NVDA).https://linktr.ee/drilldownpodFuturum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. It’s business news for business people.Every episode of The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions.Brought to you by:Braintrust, a global talent network that matches highly skilled technical freelancers with the world's most reputable brands. Braintrust has helped clients like Bank of America, Goldman Sachs, Porsche, Under Armour and more build agile tech teams fast, at a fraction of the cost. Braintrust.com/drilldown Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 10, 2023 • 36min
Ep. 231: Avadel Pharmaceuticals CEO Greg Divis, Clear Secure, NXP Semiconductor and Softbank Corporation.
Our big interview with Avadel Pharmaceuticals CEO Greg Divis (AVDL), who explains why Lumryz, a narcolepsy drug that could cost over $200,000 annually, could be a billion dollar a year business. Also biometric security provider Clear Secure (YOU) sees big growth, chips for auto sector are a problem, but not for NXP Semiconductor (NXPI) and Softbank Corporation (SFTBY) takes it on the chin with a multi-billion yen WeWork loss, but are mobile trends a bigger problem?Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. It’s business news for business people. Every episode of The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 3, 2023 • 40min
Ep. 230: Mattr CEO Michael Reeves, Apple, Caesars Entertainment and The Bancorp
Our big interview with Mattr CEO Michael Reeves (MATR/SAWLF). Also what Apple (AAPL) isn’t telling us about its “scary fast” chips, Caesars Entertainment (CZR) looks beyond Vegas, and The Bancorp (TBBK) – is it just a bank?The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 30, 2023 • 36min
Ep. 229: Hewlett Packard Enterprise CEO Antonio Neri, Li-Cycle, Align Technology and Microsoft
Our big interview with Hewlett Packard Enterprise CEO Antonio Neri (HPE). Also Li-Cycle (LICY) shuts it down in Rochester – what’s the story? And Align Technology (ALGN), maker of Invisalign, says more crooked teeth are a thing of the future, and Microsoft (MSFT) explains how building the Azure cloud taught it how to profit from Artificial Intelligence.Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 20, 2023 • 32min
Ep. 228: Trex CEO Bryan Fairbanks, Badger Meter, Coursera and SAP
Our big interview with Trex CEO Bryan Fairbanks (TREX). Also Badger Meter (BMI) benefits from smart water – yes, that’s a thing – could Coursera (COUR) be an AI casualty, and SAP (SAP) sees a big uptick in the cloud.The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 17, 2023 • 40min
Ep. 227: PagerDuty CEO Jenn Tejada, Groupon, Duckhorn Portfolio and Adobe
Our big interview with PagerDuty CEO Jenn Tejada (PD) as the digital operations management company wrestles with a slowdown in tech spending. Also Groupon (GRPN) continues to trip on its discount shoelaces, Duckhorn Portfolio (NAPA) sees a big turnaround in the luxury wine business, and Adobe (ADBE) launches some truly impressive Artificial Intelligence apps.The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 4, 2023 • 32min
Ep. 226: Wix CEO Avishai Abrahami, Carmax, Blackberry and SunRun
Our big interview with Wix founder and CEO Avishai Abrahami (WIX). Also Carmax (KMX) can’t deliver, Blackberry (BB) strangely expects government and auto business to re-materialize, and SunRun (RUN) battles against a California solar slowdown.The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 29, 2023 • 33min
Box CEO Aaron Levie, Carnival, Costco Wholesale and Micron Technology
Our big interview with Box CEO Aaron Levie (Box). Also Carnival (CCL) cruises on, Costco Wholesale (COST) refuses to raise prices, and Micron Technology (MU) uses up practically all the concrete in Idaho.The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices


