The Drill Down with Cory Johnson
@DrillDownPod
Where #CEOs of publicly traded companies come to talk about business. Hosted by @corytv of Epistrophy Capital Research.
Arvind Krishna says clients are prioritizing “AI enablement of existing workflows” over big new digital transformations. We discuss how IBM is pivoting from reinvention to optimization: instagram.com/p/DMeF3RfAUkR/ $IBM 🎙️ @DrillDownPod #DrillDownEarnings #IBM Common Stock
Watsonx is finally pulling weight. CEO Arvind Krishna said the AI platform drove deals across all sectors—especially with defense, telco, and banking. We unpack the long-awaited impact: youtu.be/50T5TdG6YxM $IBM 🎙️ @DrillDownPod #DrillDownEarnings #IBM Common Stock
Missed the nuance in IBM's quarter? We caught it. 60-second decode: tiktok.com/@drilldownpod/… $IBM 🎙️ @DrillDownPod #DrillDownEarnings #IBM Common Stock
#YouTube Shorts now average 200 million daily views. Revenue per impression is rising —and advertisers are paying up. Here's OUR Short on that: We break down the monetization model youtube.com/shorts/zQMXm4g… $GOOG 🎙️ @DrillDownPod #DrillDownEarnings #Alphabet
Tesla’s car business is stalling. Automotive revenues are now down four of the last five quarters, despite cuts, new models and more factories. We break down what’s behind the slowdown instagram.com/p/DMd85Qkgrde/ $TSLA 🎙️ @DrillDownPod #DrillDownEarnings #Tesla
Free cash flow fell to $5.3B in Q2 as Alphabet ramped infrastructure spend. That's down from $18.9B in Q1. We explore what’s behind the drop—and whether it’s sustainable: youtu.be/GOi-9IdeZbA $GOOG 🎙️ @DrillDownPod #DrillDownEarnings #Alphabet
Congress quietly gutted the penalty backbone of the ZEV program. Section 40006 of the One Big Beautiful Bill took away Elon's useful too. A look at the effect of disappearing ZEVs: youtu.be/JWfSCMZzBOw $TSLA 🎙️ @DrillDownPod #DrillDownEarnings #Tesla
Alphabet hiked CapEx guidance to $85B and spent $22.4B in Q2 alone—a 70% YoY increase. They’re racing to build AI infrastructure despite tight compute supply. Our take: tiktok.com/@drilldownpod/… $GOOG 🎙️ @DrillDownPod #DrillDownEarnings #Alphabet
AI hype, low disclosure. Tesla says Optimus and Dojo will drive long-term growth—but offered no financials. Investors are expected to trust the vision. Hear why we’re skeptical: tiktok.com/@drilldownpod/… $TSLA 🎙️ @DrillDownPod #DrillDownEarnings #Tesla
Alphabet's Google Cloud grew 32% YoY with margins expanding to 20.7%. A surge in gen AI deals pushed the backlog to $106B. We explain what’s driving that momentum youtu.be/GOi-9IdeZbA $GOOG 🎙️ @DrillDownPod #DrillDownEarnings #Alphabet
Cybertruck remains a mystery. Tesla still won’t give unit numbers, but admitted to “challenging" production. Code for slow and expensive? We break down what wasn’t said: youtu.be/JWfSCMZzBOw $TSLA 🎙️ @DrillDownPod #DrillDownEarnings #Tesla
Watch inventory, not EPS. Texas Instruments earnings: instagram.com/p/DMcZWpXAnj6/ $TXN 🎙️ @DrillDownPod #DrillDownEarnings #Texas Instruments
Texas Instruments earnings suggest a lot more volatility than the market seems to be picking up on. A quick look: youtu.be/GVfq2-Z9Ypg $TXN 🎙️ @DrillDownPod #DrillDownEarnings #Texas Instruments
AI silicon isn't the entire game in silicon. Texas Instruments earnings show a lot more about technology, and where the opportunities lie: tiktok.com/@drilldownpod/… $TXN 🎙️ @DrillDownPod #DrillDownEarnings #Texas Instruments
What does the Texas Instruments tell us about automotive sales? A lot. Here's our take: youtu.be/GVfq2-Z9Ypg $TXN 🎙️ @DrillDownPod #DrillDownEarnings #Texas Instruments
AI complexity is rising. Innovation is more expensive. Our interview with Synopsys CFO Shelagh Glaser shows why a $35B bet on unified simulation and chip design will accelerate time-to-market for next-gen systems. tiktok.com/@drilldownpod/… $SNPS 🎙️ @Synopsys
Facinating conversation with Synopsys CFO Shelagh Glaser, where she makes the case that engineering teams need tools that combine electronics and multiphysics. It's about “physical AI” in product design. youtube.com/watch?v=clCN5u… $SNPS 🎙️ @Synopsys
Synopsys says its merger with Ansys creates a $31B addressable market. CFO Shelagh Glaser discusses long-term targets: • Double-digit revenue growth • Mid-40% op margins • High-teens non-GAAP EPS growth instagram.com/p/DMSKTRQgr6w/ $SNPS 🎙️ @Synopsys
Just as Synopsys closes its $35B acquisition of Ansys, CFO Shelagh Glaser joins @DrillDownPod. The new company leads both EDA and Simulation—crucial for AI systems from silicon to software. youtube.com/watch?v=clCN5u… $SNPS 🎙️ @Synopsys
In 1-minute we'll explain how Taiwan Semiconductor is accelerating the move towards it's biggest and most profitable opportunity. Are estimates going up? instagram.com/p/DMOLLs4gwCp/ $TSM 🎙️ @DrillDownPod #DrillDownEarnings #Taiwan Semicndctr Mnufctrng
