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The Drill Down

English, Finance, 2 seasons, 474 episodes, 8 hours, 34 minutes
About
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.
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Drill Down Insider, Infleqtion CEO Mathew Kinsella and a look at the PRESENT and quantum technology

In this episode, we sit down with Mathew Kinsella, CEO of Infleqtion, to explore the exciting world of quantum technology. Beyond the buzz about quantum computing, Mathew sheds light on the broader applications of quantum technology that are already making a real impact. We delve into specific examples across defense, telecom, enterprise, and more, showcasing the diverse range of industries benefiting from quantum advancements. Mathew also discusses the immense market opportunity and the growing competition, including the entry of tech giants like NVIDIA. Finally, we explore the intriguing relationship between quantum technology and artificial intelligence, understanding how these two transformative fields can complement and enhance each other. Join us as we uncover the exciting potential of quantum technology and learn how it's shaping the future. #quantumtechnology #quantumcomputing #quantumphysics #quantumleap #quantumfuture #quantumapplications #quantumdefense #quantumtelecom #quantumenterprise #quantumAI @Infleqtion #MathewKinsella #podcast #interview Learn more about your ad choices. Visit megaphone.fm/adchoices
9/4/202416 minutes, 28 seconds
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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
9/3/202418 minutes, 46 seconds
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Artificial Intelligence Data Management with VAST Data CEO Renen Hallak - Drill Down Insider Ep. One:

Drilling Down to understand the fascinating world of Artificial Intelligence Data Management with VAST Data CEO Renen Hallak Futurum’s The Drill Down Insider with Cory Johnson offers a regular inside look at the technology that is changing the world of business with the insiders creating that technology. It’s business news for business people. The Drill Down Insider 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
12/7/202324 minutes, 14 seconds
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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
10/4/202331 minutes, 47 seconds
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Ep. 90: Marathon Digital CEO Fred Thiel, Bitcoin, Intel, Digital Ocean, Match Group, Tandem Diabetes Care

Marathon Digital CEO Fred Thiel (MARA) explains why his bitcoin mining company needs to buy bitcoins. Is El Salvador’s cryptocurrency experiment already a failure on day one? Why Digital Ocean (DOCN) is moving into serverless computing. Match Group (MTCH) tells us how dating and sex have changed during the pandemic. Tracking the growth of Tandem Diabetes Care (TNDM) as more Americans are diagnosed with the disease. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices
9/7/202141 minutes, 52 seconds
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Ep. 89: Westinghouse Air Brake Technologies with Bokeh Capital’s Kim Forrest, Docusign, Yext, Joann

How Westinghouse Air Brake Technologies (WAB) is poised to profit from the massive supply chain problems in the shipping industry. Bokeh Capital’s Kim Forrest explains. Docusign (DOCU) talks about the ethical line it won’t cross using customer data. Why work-from-home lifestyles are still challenging the Internet search business at Yext (YEXT). How Joann (JOAN) says it’s handling challenges posed by pandemic headwinds to its business. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices
9/3/202131 minutes, 30 seconds
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Ep. 51: Loop Industries CEO Daniel Solomita, JPMorgan, PLx Pharma, Conagra Brands

Loop Industries (LOOP) CEO Daniel Solomita discusses plastic waste and why his company hasn’t sold any product yet. PLx Pharma (PLXP) makes boring old drugs news again -- bringing us liquid aspirin! Why Conagra Brands (CAG) believes they have a winning inflation strategy. How does JPMorgan (JPM) stay ahead when it’s already ahead? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/13/202136 minutes, 39 seconds
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Ep. 46: Ansys with Bokeh Capital's Kim Forest, ChemoCentryx, IBM, Booking.com

Will a new amendment filing on their New Drug Application be enough of a boost for ChemoCentryx (CCXI)? Why IBM (IBM) can’t get its own email system on the cloud under control. How Booking.com’s (BKNG) underwater $500M investment in DiDi Global could sink even deeper. Plus, Kim Forest of Bokeh Capital tells us what multiphysics software company Ansys (ANSS) is planning for the future of software. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/6/202135 minutes, 21 seconds