Episodes
🎙️ The Drill Down: Palo Alto Networks Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q3 performance with Nikesh Arora. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Palo Alto Networks leadership 🧠...
Published 11/21/24
Published 11/21/24
🎙️ The Drill Down: NVIDIA Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q3 performance with Jensen Huang. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from NVIDIA leadership 🧠 Expert analysis by Cory Johnson,...
Published 11/21/24
🎙️ The Drill Down: Applied Materials Q4 2024 Earnings Deep Dive 💡 Beyond the numbers: Unpack Applied Materials ($AMAT) Q4 2024 performance with Gary Dickerson. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Applied Materials...
Published 11/15/24
🎙️ The Drill Down: Cisco Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cisco ($CSCO) Q1 2025 performance with Chuck Robbins. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cisco leadership 🧠 Expert analysis by Cory...
Published 11/14/24
🎙️ The Drill Down: Applied Optoelectronics Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q3 performance with CFO Dr. Stefan Murry. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Applied...
Published 11/08/24
🎙️ The Drill Down: Arista Networks Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Arista Networks ($ANET) Q3 performance with Jayshree Ullal. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Arista Networks leadership 🧠 Expert...
Published 11/07/24
🎙️ The Drill Down: Cloudflare Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Cloudflare ($NET) Q3 performance with Matthew Prince. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cloudflare leadership 🧠 Expert analysis by Cory...
Published 11/07/24
🎙️ The Drill Down: Coherent Q1 FY 2024 Earnings Deep Dive 💡 Beyond the numbers: Unpack Coherent ($COHR) Q1 FY 2024 performance with Jim Anderson. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Coherent leadership 🧠 Expert analysis...
Published 11/07/24
🎙️ The Drill Down: Arm Fiscal Year Q2 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Arm ($ARM) Fiscal Year Q2 2025 performance with Rene Haas. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Arm leadership 🧠 Expert analysis...
Published 11/07/24
🎙️ The Drill Down: Qualcomm Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Qualcomm ($QCOM) Q3 performance with Cristiano Amon. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Qualcomm leadership 🧠 Expert analysis by Cory...
Published 11/06/24
🎙️ The Drill Down: Supermicro Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Supermicro ($SMCI) Q3 performance with Charles Liang. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Supermicro leadership 🧠 Expert analysis by Cory...
Published 11/06/24
🎙️ The Drill Down: Globalfoundries Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Global Founderies ($GFS) Q3 performance with Thomas Caulfield. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Global Founderies leadership 🧠...
Published 11/06/24
🎙️ The Drill Down: Fabrinet Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Fabrinet ($FN) Q1 2025 performance with Seamus Grady. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Fabrinet leadership 🧠 Expert analysis by Cory...
Published 11/05/24
🎙️ The Drill Down: Lattice Semiconductor Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Lattice Semiconductor ($LSCC) Q3 performance with new CEO Ford Tamer. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Lattice Semiconductor...
Published 11/05/24
🎙️ The Drill Down: Palantir Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Palantir ($PLTR) Q3 performance with  Alex Karp. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Palantir leadership 🧠 Expert analysis by Cory Johnson,...
Published 11/05/24
🎙️ The Drill Down: Amazon.com Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q3 performance with Andy Jassy. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Amazon.com leadership 🧠 Expert analysis by Cory...
Published 11/01/24
🎙️ The Drill Down: Atlassian Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Atlassian ($TEAM) Q1 2025 performance with Mike Cannon-Brookes. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Atlassian leadership 🧠 Expert...
Published 11/01/24
🎙️ The Drill Down: Intel Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Intel ($INTC) Q3 performance with Pat Gelsinger. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Intel leadership 🧠 Expert analysis by Cory Johnson, Chief...
Published 10/31/24
🎙️ The Drill Down: Apple Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Apple ($AAPL) Q4 performance with Tim Cook. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Apple leadership 🧠 Expert analysis by Cory Johnson, Chief...
Published 10/31/24
🎙️ The Drill Down: Mobileye Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Mobileye ($MBLY) Q3 performance with Amnon Shashua. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Mobileye leadership 🧠 Expert analysis by Cory...
Published 10/31/24
🎙️ The Drill Down: Twillio Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Twillio ($TWLO) Q3 performance with Khozema Shipchandler. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Twillio leadership 🧠 Expert analysis by Cory...
Published 10/31/24
🎙️ The Drill Down: Meta Q3 Earnings Deep Dive 💡 Beyond the numbers: Unpack Meta ($META) Q3 performance with Mark Zuckerberg. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Meta leadership 🧠 Expert analysis by Cory Johnson, Chief...
Published 10/31/24
🎙️ The Drill Down: KLA Q1 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack KLA ($KLAC) Q1 2025 performance with Rick Wallace. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from KLA leadership 🧠 Expert analysis by Cory Johnson,...
Published 10/31/24
🎙️ The Drill Down: Microsoft Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q4 performance with Satya Nadella. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Microsoft leadership 🧠 Expert analysis by Cory...
Published 10/31/24