After Earnings en The stock market has changed. Once dominated by a few huge players, a new wave of engaged retail investors have more influence than ever. After Earnings is the show that connects the modern investor with the executives and decision-makers who are shaping the markets. Join us as we bring the conversations that used to only be available to hedge fund managers to the rest of us. https://megaphone.imgix.net/podcasts/acd6125e-d5a5-11ee-9115-0357f234aa51/image/51ca21c2a21b52edc5afc38945470d1b.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress After Earnings episodic Morning Brew The stock market has changed. Once dominated by a few huge players, a new wave of engaged retail investors have more influence than ever. After Earnings is the show that connects the modern investor with the executives and decision-makers who are shaping the markets. Join us as we bring the conversations that used to only be available to hedge fund managers to the rest of us. The stock market has changed. Once dominated by a few huge players, a new wave of engaged retail investors have more influence than ever. After Earnings is the show that connects the modern investor with the executives and decision-makers who are shaping the markets. Join us as we bring the conversations that used to only be available to hedge fund managers to the rest of us.

]]> Morning Brew bryce@morningbrew.com Ferrovial CFO on Building JFK Terminal 1, its Heathrow Exit, and the Growth Opportunity in Highways Ann Berry is joined by Ernesto López Mozo, CFO of Ferrovial, to outline the company’s infrastructure assets, from highways to airports, and where it sees the strongest growth opportunities. They unpack the financing behind JFK Terminal 1, why Ferrovial exited Heathrow, and how private equity is impacting the sector. Plus, they discuss the key drivers behind the company’s IPO on the U.S.-based Nasdaq.00:00 Ferrovial CFO Ernesto López Mozo Joins00:41 What Ferrovial does01:30 Inside JFK Terminal One development02:53 How major infrastructure projects get financed04:04 Public vs private funding in infrastructure05:04 Competing with private equity in infrastructure deals05:36 Target returns and managing construction risk06:13 Why Ferrovial sold its Heathrow stake07:07 U.S. infrastructure boom and growth opportunities08:14 Highways vs airports: where demand is strongest09:07 The role of AI and data centers in infrastructure10:20 Why Ferrovial isn’t going big on data centers11:18 Competition for capital in infrastructure investing12:03 Geographic focus: U.S. vs global expansion12:58 Breaking down strong earnings growth14:24 Capital structure and project-level debt strategy16:12 Why Ferrovial listed on the Nasdaq16:53 Impact of joining the Nasdaq-10017:31 Who’s buying the stock: investor base breakdown18:26 Attracting more U.S. investors19:22 The future of transportation: autonomy and eVTOLsAfter Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: afterearnings@morningbrew.com$FER Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 20 Apr 2026 11:00:00 -0000 full Morning Brew Ann Berry is joined by Ernesto López Mozo, CFO of Ferrovial, to outline the company’s infrastructure assets, from highways to airports, and where it sees the strongest growth opportunities. They unpack the financing behind JFK Terminal 1, why Ferrovial exited Heathrow, and how private equity is impacting the sector. Plus, they discuss the key drivers behind the company’s IPO on the U.S.-based Nasdaq.00:00 Ferrovial CFO Ernesto López Mozo Joins00:41 What Ferrovial does01:30 Inside JFK Terminal One development02:53 How major infrastructure projects get financed04:04 Public vs private funding in infrastructure05:04 Competing with private equity in infrastructure deals05:36 Target returns and managing construction risk06:13 Why Ferrovial sold its Heathrow stake07:07 U.S. infrastructure boom and growth opportunities08:14 Highways vs airports: where demand is strongest09:07 The role of AI and data centers in infrastructure10:20 Why Ferrovial isn’t going big on data centers11:18 Competition for capital in infrastructure investing12:03 Geographic focus: U.S. vs global expansion12:58 Breaking down strong earnings growth14:24 Capital structure and project-level debt strategy16:12 Why Ferrovial listed on the Nasdaq16:53 Impact of joining the Nasdaq-10017:31 Who’s buying the stock: investor base breakdown18:26 Attracting more U.S. investors19:22 The future of transportation: autonomy and eVTOLsAfter Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: afterearnings@morningbrew.com$FER Learn more about your ad choices. Visit megaphone.fm/adchoices Ann Berry is joined by Ernesto López Mozo, CFO of Ferrovial, to outline the company’s infrastructure assets, from highways to airports, and where it sees the strongest growth opportunities. They unpack the financing behind JFK Terminal 1, why Ferrovial exited Heathrow, and how private equity is impacting the sector. Plus, they discuss the key drivers behind the company’s IPO on the U.S.-based Nasdaq.
00:00 Ferrovial CFO Ernesto López Mozo Joins
00:41 What Ferrovial does
01:30 Inside JFK Terminal One development
02:53 How major infrastructure projects get financed
04:04 Public vs private funding in infrastructure
05:04 Competing with private equity in infrastructure deals
05:36 Target returns and managing construction risk
06:13 Why Ferrovial sold its Heathrow stake
07:07 U.S. infrastructure boom and growth opportunities
08:14 Highways vs airports: where demand is strongest
09:07 The role of AI and data centers in infrastructure
10:20 Why Ferrovial isn’t going big on data centers
11:18 Competition for capital in infrastructure investing
12:03 Geographic focus: U.S. vs global expansion
12:58 Breaking down strong earnings growth
14:24 Capital structure and project-level debt strategy
16:12 Why Ferrovial listed on the Nasdaq
16:53 Impact of joining the Nasdaq-100
17:31 Who’s buying the stock: investor base breakdown
18:26 Attracting more U.S. investors
19:22 The future of transportation: autonomy and eVTOLs
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
For more go to https://www.afterearnings.com
Follow Us
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Instagram: https://www.instagram.com/afterearnings_/
Reach Out
Email: afterearnings@morningbrew.com
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]]> 1436 Snowflake CEO on AI Risk, Product Innovation and Winning Enterprise Customers Ann Berry is joined by Sridhar Ramaswamy, CEO of Snowflake to discuss Project SnowWork, the company’s new platform that brings outcome-driven AI agents into enterprise workflows. They break down why constant innovation is critical as AI drives competition across the software industry. They also discuss Snowflake’s path to GAAP profitability, its M&A strategy, and how volatility is impacting compensation structures. 00:00 Snowflake CEO Sridhar Ramaswamy Joins00:51 What Snowflake does (data cloud explained)02:28 Customer base and how companies use Snowflake04:37 Inside Snowflake’s workforce 06:13 SnowWork and the company’s AI push08:47 Partnerships with OpenAI, Anthropic, and Google Cloud11:02 Can AI companies replace traditional software?13:35 Risks of LLMs learning from customer data15:02 Snowflake’s M&A strategy and recent deals16:16 What types of companies Snowflake wants to acquire17:15 Competition for AI talent and hiring strategy18:44 Paying founders: cash vs stock19:36 Where future growth will come from21:22 Pricing strategy and enterprise negotiations23:13 Capital allocation: buybacks and acquisitions25:17 Focus on GAAP profitability26:18 Stock-based compensation and retaining talent After Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.com Follow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/ Reach OutEmail: afterearnings@morningbrew.com$SNOW Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 06 Apr 2026 11:00:00 -0000 full Morning Brew Ann Berry is joined by Sridhar Ramaswamy, CEO of Snowflake to discuss Project SnowWork, the company’s new platform that brings outcome-driven AI agents into enterprise workflows. They break down why constant innovation is critical as AI drives competition across the software industry. They also discuss Snowflake’s path to GAAP profitability, its M&A strategy, and how volatility is impacting compensation structures. 00:00 Snowflake CEO Sridhar Ramaswamy Joins00:51 What Snowflake does (data cloud explained)02:28 Customer base and how companies use Snowflake04:37 Inside Snowflake’s workforce 06:13 SnowWork and the company’s AI push08:47 Partnerships with OpenAI, Anthropic, and Google Cloud11:02 Can AI companies replace traditional software?13:35 Risks of LLMs learning from customer data15:02 Snowflake’s M&A strategy and recent deals16:16 What types of companies Snowflake wants to acquire17:15 Competition for AI talent and hiring strategy18:44 Paying founders: cash vs stock19:36 Where future growth will come from21:22 Pricing strategy and enterprise negotiations23:13 Capital allocation: buybacks and acquisitions25:17 Focus on GAAP profitability26:18 Stock-based compensation and retaining talent After Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.com Follow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/ Reach OutEmail: afterearnings@morningbrew.com$SNOW Learn more about your ad choices. Visit megaphone.fm/adchoices Ann Berry is joined by Sridhar Ramaswamy, CEO of Snowflake to discuss Project SnowWork, the company’s new platform that brings outcome-driven AI agents into enterprise workflows. They break down why constant innovation is critical as AI drives competition across the software industry. They also discuss Snowflake’s path to GAAP profitability, its M&A strategy, and how volatility is impacting compensation structures.

00:00 Snowflake CEO Sridhar Ramaswamy Joins
00:51 What Snowflake does (data cloud explained)
02:28 Customer base and how companies use Snowflake
04:37 Inside Snowflake’s workforce
06:13 SnowWork and the company’s AI push
08:47 Partnerships with OpenAI, Anthropic, and Google Cloud
11:02 Can AI companies replace traditional software?
13:35 Risks of LLMs learning from customer data
15:02 Snowflake’s M&A strategy and recent deals
16:16 What types of companies Snowflake wants to acquire
17:15 Competition for AI talent and hiring strategy
18:44 Paying founders: cash vs stock
19:36 Where future growth will come from
21:22 Pricing strategy and enterprise negotiations
23:13 Capital allocation: buybacks and acquisitions
25:17 Focus on GAAP profitability
26:18 Stock-based compensation and retaining talent

After Earnings is brought to you by Stakeholder Labs and Morning Brew.
For more go to https://www.afterearnings.com

Follow Us
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TikTok: https://www.tiktok.com/@AfterEarnings
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Email: afterearnings@morningbrew.com
$SNOW

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]]> 1835 Everpure CEO on Preparing Data for AI, The Company Rebrand and Investing in Sales Talent Ann Berry is joined by Charles Giancarlo, CEO and Chairman of Everpure, to discuss the company’s shift from data storage to data management in the AI era. They break down how companies are preparing their data for AI and the strategy behind Everpure’s rebrand from Pure Storage. They also discuss the rising demand for enterprise data infrastructure, the importance of investing in sales talent, and the supply-chain pressures driving up memory costs. 00:00 Everpure CEO Charles Giancarlo Joins 00:45 What EverPure actually does (data storage explained) 04:43 Customer base: enterprise vs mid-market 05:29 Shift from storage hardware to data software 05:59 Preparing enterprise data for AI use 08:29 Growth metrics and 2026 outlook 10:03 Why the company rebranded to Everpure 11:34 R&D investment and product focus areas 14:28 Rising sales and marketing spend 16:47 Hiring and competition for sales talent 18:39 Competitive landscape and positioning vs hyperscalers 20:30 Memory costs and supply chain challenges 22:27 Where semiconductor supply comes from 24:07 Stock performance and investor messaging 24:39 Long-term strategy vs short-term stock moves 26:27 Capital allocation: buybacks and acquisitions After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $PSTG Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 23 Mar 2026 11:00:00 -0000 full Morning Brew Ann Berry is joined by Charles Giancarlo, CEO and Chairman of Everpure, to discuss the company’s shift from data storage to data management in the AI era. They break down how companies are preparing their data for AI and the strategy behind Everpure’s rebrand from Pure Storage. They also discuss the rising demand for enterprise data infrastructure, the importance of investing in sales talent, and the supply-chain pressures driving up memory costs. 00:00 Everpure CEO Charles Giancarlo Joins 00:45 What EverPure actually does (data storage explained) 04:43 Customer base: enterprise vs mid-market 05:29 Shift from storage hardware to data software 05:59 Preparing enterprise data for AI use 08:29 Growth metrics and 2026 outlook 10:03 Why the company rebranded to Everpure 11:34 R&D investment and product focus areas 14:28 Rising sales and marketing spend 16:47 Hiring and competition for sales talent 18:39 Competitive landscape and positioning vs hyperscalers 20:30 Memory costs and supply chain challenges 22:27 Where semiconductor supply comes from 24:07 Stock performance and investor messaging 24:39 Long-term strategy vs short-term stock moves 26:27 Capital allocation: buybacks and acquisitions After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $PSTG Learn more about your ad choices. Visit megaphone.fm/adchoices Ann Berry is joined by Charles Giancarlo, CEO and Chairman of Everpure, to discuss the company’s shift from data storage to data management in the AI era. They break down how companies are preparing their data for AI and the strategy behind Everpure’s rebrand from Pure Storage. They also discuss the rising demand for enterprise data infrastructure, the importance of investing in sales talent, and the supply-chain pressures driving up memory costs.


00:00 Everpure CEO Charles Giancarlo Joins

00:45 What EverPure actually does (data storage explained)

04:43 Customer base: enterprise vs mid-market

05:29 Shift from storage hardware to data software

05:59 Preparing enterprise data for AI use

08:29 Growth metrics and 2026 outlook

10:03 Why the company rebranded to Everpure

11:34 R&D investment and product focus areas

14:28 Rising sales and marketing spend

16:47 Hiring and competition for sales talent

18:39 Competitive landscape and positioning vs hyperscalers

20:30 Memory costs and supply chain challenges

22:27 Where semiconductor supply comes from

24:07 Stock performance and investor messaging

24:39 Long-term strategy vs short-term stock moves

26:27 Capital allocation: buybacks and acquisitions


After Earnings is brought to you by Stakeholder Labs and Morning Brew.

For more go to https://www.afterearnings.com


Follow Us

X: https://twitter.com/AfterEarnings

TikTok: https://www.tiktok.com/@AfterEarnings

Instagram: https://www.instagram.com/afterearnings_/


Reach Out

Email: afterearnings@morningbrew.com

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]]> 1813 Zeta Global CEO David Steinberg on AI Marketing, Connected TV Advertising and Zeta’s Path to $2B+ Revenue Ann Berry is joined by Zeta Global Co-founder & CEO David Steinberg to discuss how the company is using AI to transform digital marketing. Steinberg explains how Zeta’s platform helps enterprises acquire, retain and monetize customers, why the company invested in AI years before the recent boom and how it built its consumer data cloud. They also discuss the “software apocalypse” narrative weighing on SaaS stocks, Zeta’s push into connected TV advertising and how its new AI assistant Athena could further automate marketing decisions. 00:00 Zeta Global CEO David Steinberg Joins01:00 What Zeta’s Marketing Platform Actually Does03:14 Why Zeta Pivoted to AI in 201707:30 Building a Massive Consumer Data Cloud08:34 How Zeta Uses Data to Target and Acquire Customers10:02 The “Software Apocalypse” and Tech Stock Selloff10:44 Zeta’s Growth: Revenue, Cash Flow, and Scale12:06 Connected TV Advertising and Data Targeting13:45 Why AI Won’t Replace Enterprise Software17:46 Introducing Athena: Zeta’s AI Marketing Copilot19:02 Automating Marketing Strategy with AI21:06 The Path to $2.3B in Revenue22:14 Pricing Power and Return on Ad Spend26:03 M&A Strategy and Growth Through Acquisitions After Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.com Follow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/ Reach OutEmail: afterearnings@morningbrew.com $ZETA Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 09 Mar 2026 11:00:00 -0000 full Morning Brew Ann Berry is joined by Zeta Global Co-founder & CEO David Steinberg to discuss how the company is using AI to transform digital marketing. Steinberg explains how Zeta’s platform helps enterprises acquire, retain and monetize customers, why the company invested in AI years before the recent boom and how it built its consumer data cloud. They also discuss the “software apocalypse” narrative weighing on SaaS stocks, Zeta’s push into connected TV advertising and how its new AI assistant Athena could further automate marketing decisions. 00:00 Zeta Global CEO David Steinberg Joins01:00 What Zeta’s Marketing Platform Actually Does03:14 Why Zeta Pivoted to AI in 201707:30 Building a Massive Consumer Data Cloud08:34 How Zeta Uses Data to Target and Acquire Customers10:02 The “Software Apocalypse” and Tech Stock Selloff10:44 Zeta’s Growth: Revenue, Cash Flow, and Scale12:06 Connected TV Advertising and Data Targeting13:45 Why AI Won’t Replace Enterprise Software17:46 Introducing Athena: Zeta’s AI Marketing Copilot19:02 Automating Marketing Strategy with AI21:06 The Path to $2.3B in Revenue22:14 Pricing Power and Return on Ad Spend26:03 M&A Strategy and Growth Through Acquisitions After Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.com Follow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/ Reach OutEmail: afterearnings@morningbrew.com $ZETA Learn more about your ad choices. Visit megaphone.fm/adchoices Ann Berry is joined by Zeta Global Co-founder & CEO David Steinberg to discuss how the company is using AI to transform digital marketing. Steinberg explains how Zeta’s platform helps enterprises acquire, retain and monetize customers, why the company invested in AI years before the recent boom and how it built its consumer data cloud. They also discuss the “software apocalypse” narrative weighing on SaaS stocks, Zeta’s push into connected TV advertising and how its new AI assistant Athena could further automate marketing decisions.


00:00 Zeta Global CEO David Steinberg Joins
01:00 What Zeta’s Marketing Platform Actually Does
03:14 Why Zeta Pivoted to AI in 2017
07:30 Building a Massive Consumer Data Cloud
08:34 How Zeta Uses Data to Target and Acquire Customers
10:02 The “Software Apocalypse” and Tech Stock Selloff
10:44 Zeta’s Growth: Revenue, Cash Flow, and Scale
12:06 Connected TV Advertising and Data Targeting
13:45 Why AI Won’t Replace Enterprise Software
17:46 Introducing Athena: Zeta’s AI Marketing Copilot
19:02 Automating Marketing Strategy with AI
21:06 The Path to $2.3B in Revenue
22:14 Pricing Power and Return on Ad Spend
26:03 M&A Strategy and Growth Through Acquisitions

After Earnings is brought to you by Stakeholder Labs and Morning Brew.
For more go to https://www.afterearnings.com

Follow Us
X: https://twitter.com/AfterEarnings
TikTok: https://www.tiktok.com/@AfterEarnings
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Reach Out
Email: afterearnings@morningbrew.com

$ZETA

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]]> 2052 Coursera CEO Greg Hart on the Udemy Deal, the Skills Economy and the Future of Online Education Ann Berry is joined by Coursera CEO Greg Hart, to discuss where online education is headed, Coursera's position within a rapidly changing skills economy and what the company’s combination with Udemy means for learners, enterprises and creators. They explore how Coursera is using generative AI inside its products, along with the company’s broader approach to scale, monetization and long-term growth. 00:00 Coursera CEO Greg Hart Joins01:12 Coursera’s Position in the Global Education Market02:56 The Coursera–Udemy Combination Explained05:15 Consumer vs. Enterprise Revenue Mix06:31 Course Creation Speed & Academic vs. Creator Models09:54 Partnerships with OpenAI, Google, and Microsoft12:00 Monetization Strategy15:30 M&A Strategy and Sector Consolidation17:58 Stock Performance and Investor Sentiment21:15 Generative AI in Learning and Course Creation24:46 AI Policies and Human Instructors26:45 Coursera as a Public Benefit Corporation (B Corp)30:30 AI Inside the Company and Workforce Impact After Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.com Follow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/ Reach OutEmail: afterearnings@morningbrew.com$COUR Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 23 Feb 2026 12:00:00 -0000 full Morning Brew Ann Berry is joined by Coursera CEO Greg Hart, to discuss where online education is headed, Coursera's position within a rapidly changing skills economy and what the company’s combination with Udemy means for learners, enterprises and creators. They explore how Coursera is using generative AI inside its products, along with the company’s broader approach to scale, monetization and long-term growth. 00:00 Coursera CEO Greg Hart Joins01:12 Coursera’s Position in the Global Education Market02:56 The Coursera–Udemy Combination Explained05:15 Consumer vs. Enterprise Revenue Mix06:31 Course Creation Speed & Academic vs. Creator Models09:54 Partnerships with OpenAI, Google, and Microsoft12:00 Monetization Strategy15:30 M&A Strategy and Sector Consolidation17:58 Stock Performance and Investor Sentiment21:15 Generative AI in Learning and Course Creation24:46 AI Policies and Human Instructors26:45 Coursera as a Public Benefit Corporation (B Corp)30:30 AI Inside the Company and Workforce Impact After Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.com Follow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/ Reach OutEmail: afterearnings@morningbrew.com$COUR Learn more about your ad choices. Visit megaphone.fm/adchoices Ann Berry is joined by Coursera CEO Greg Hart, to discuss where online education is headed, Coursera's position within a rapidly changing skills economy and what the company’s combination with Udemy means for learners, enterprises and creators. They explore how Coursera is using generative AI inside its products, along with the company’s broader approach to scale, monetization and long-term growth.


00:00 Coursera CEO Greg Hart Joins
01:12 Coursera’s Position in the Global Education Market
02:56 The Coursera–Udemy Combination Explained
05:15 Consumer vs. Enterprise Revenue Mix
06:31 Course Creation Speed & Academic vs. Creator Models
09:54 Partnerships with OpenAI, Google, and Microsoft
12:00 Monetization Strategy
15:30 M&A Strategy and Sector Consolidation
17:58 Stock Performance and Investor Sentiment
21:15 Generative AI in Learning and Course Creation
24:46 AI Policies and Human Instructors
26:45 Coursera as a Public Benefit Corporation (B Corp)
30:30 AI Inside the Company and Workforce Impact


After Earnings is brought to you by Stakeholder Labs and Morning Brew.
For more go to https://www.afterearnings.com

Follow Us
X: https://twitter.com/AfterEarnings
TikTok: https://www.tiktok.com/@AfterEarnings
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Email: afterearnings@morningbrew.com
$COUR

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]]> 2152 Dynex Capital Co-CEO Smriti Popenoe on Mortgage REITs, the Fed and Risk Management in Housing Finance Ann Berry is joined by Dynex Capital Co-CEO Smriti Popenoe, who explains how mortgage REITs operate and how Dynex invests in agency mortgage-backed securities. Popenoe walks through the mechanics of leverage, interest-rate sensitivity and how those factors affect returns and dividends. They also discuss the Fed’s role in shaping financing costs, the function of Fannie Mae and Freddie Mac in the housing finance system and proposed limits on institutional ownership of residential real estate. 00:00 Dynex Capital Co-CEO Smriti Popenoe Joins 01:03 What Dynex Capital Does and How a Mortgage REIT Works 02:26 How Mortgages Are Sourced Through Fannie Mae and Freddie Mac 03:44 Government Guarantees, Credit Risk and Mortgage Securities 04:25 Could Fannie Mae and Freddie Mac Go Public? Potential Impacts 06:21 Due Diligence and Mortgage Selection at Dynex 06:41 Specified Pools and Managing Prepayment Risk 08:38 Mortgage Yields, Dividends, and Interest Rate Sensitivity 10:49 Leverage Strategy and Risk Management at Dynex 13:55 Competition in the Agency Mortgage REIT Market 15:53 Dynex’s Growth Strategy and Focus on Housing Finance 19:29 Institutional Ownership of Housing and Proposed Regulations 22:01 Portfolio Duration and Weighted Average Life of Mortgages 23:19 Why Dynex Uses a Co-CEO Structure 26:45 Decision-Making, Accountability, and Leadership Structure After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $DX Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 09 Feb 2026 12:00:00 -0000 full Morning Brew Ann Berry is joined by Dynex Capital Co-CEO Smriti Popenoe, who explains how mortgage REITs operate and how Dynex invests in agency mortgage-backed securities. Popenoe walks through the mechanics of leverage, interest-rate sensitivity and how those factors affect returns and dividends. They also discuss the Fed’s role in shaping financing costs, the function of Fannie Mae and Freddie Mac in the housing finance system and proposed limits on institutional ownership of residential real estate. 00:00 Dynex Capital Co-CEO Smriti Popenoe Joins 01:03 What Dynex Capital Does and How a Mortgage REIT Works 02:26 How Mortgages Are Sourced Through Fannie Mae and Freddie Mac 03:44 Government Guarantees, Credit Risk and Mortgage Securities 04:25 Could Fannie Mae and Freddie Mac Go Public? Potential Impacts 06:21 Due Diligence and Mortgage Selection at Dynex 06:41 Specified Pools and Managing Prepayment Risk 08:38 Mortgage Yields, Dividends, and Interest Rate Sensitivity 10:49 Leverage Strategy and Risk Management at Dynex 13:55 Competition in the Agency Mortgage REIT Market 15:53 Dynex’s Growth Strategy and Focus on Housing Finance 19:29 Institutional Ownership of Housing and Proposed Regulations 22:01 Portfolio Duration and Weighted Average Life of Mortgages 23:19 Why Dynex Uses a Co-CEO Structure 26:45 Decision-Making, Accountability, and Leadership Structure After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $DX Learn more about your ad choices. Visit megaphone.fm/adchoices Ann Berry is joined by Dynex Capital Co-CEO Smriti Popenoe, who explains how mortgage REITs operate and how Dynex invests in agency mortgage-backed securities. Popenoe walks through the mechanics of leverage, interest-rate sensitivity and how those factors affect returns and dividends. They also discuss the Fed’s role in shaping financing costs, the function of Fannie Mae and Freddie Mac in the housing finance system and proposed limits on institutional ownership of residential real estate.


00:00 Dynex Capital Co-CEO Smriti Popenoe Joins

01:03 What Dynex Capital Does and How a Mortgage REIT Works

02:26 How Mortgages Are Sourced Through Fannie Mae and Freddie Mac

03:44 Government Guarantees, Credit Risk and Mortgage Securities

04:25 Could Fannie Mae and Freddie Mac Go Public? Potential Impacts

06:21 Due Diligence and Mortgage Selection at Dynex

06:41 Specified Pools and Managing Prepayment Risk

08:38 Mortgage Yields, Dividends, and Interest Rate Sensitivity

10:49 Leverage Strategy and Risk Management at Dynex

13:55 Competition in the Agency Mortgage REIT Market

15:53 Dynex’s Growth Strategy and Focus on Housing Finance

19:29 Institutional Ownership of Housing and Proposed Regulations

22:01 Portfolio Duration and Weighted Average Life of Mortgages

23:19 Why Dynex Uses a Co-CEO Structure

26:45 Decision-Making, Accountability, and Leadership Structure


After Earnings is brought to you by Stakeholder Labs and Morning Brew.

For more go to https://www.afterearnings.com


Follow Us

X: https://twitter.com/AfterEarnings

TikTok: https://www.tiktok.com/@AfterEarnings

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Reach Out

Email: afterearnings@morningbrew.com


$DX

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]]> 1882 Gen CEO Vincent Pilette on Norton, Security and Financial Wellness Ann Berry is joined by Gen CEO Vincent Pilette to break down Gen’s business model and growth strategy following its expansion beyond cybersecurity. The conversation covers how brands like Norton, Avast, LifeLock and MoneyLion fit together, how Gen thinks about consumer trust and how financial wellness is being integrated into its core security platform. Pilette also discusses customer adoption, global expansion and how the company evaluates future adjacencies and acquisitions.00:00 – Gen CEO Vincent Pilette joins00:41 – Gen’s four business pillars and operating segments02:26 – Norton’s role in consumer cybersecurity02:57 – Consumer vs. B2B2C growth strategy04:15 – Customer journeys across Norton, LifeLock, and MoneyLion05:07 – Platform integration and challenges with cross-selling06:59 – Subscriber base and membership structure07:58 – Global user scale across paid and free customers08:21 – Financial wellness adoption and growth outlook09:57 – Positioning Gen for consumers and investors12:09 – Trust-based solutions13:33 – Strategic priorities and future expansion areas17:11 – Customer demand for blockchain-based solutions18:16 – Geographic mix and international growth strategyAfter Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: afterearnings@morningbrew.com$GEN Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 12 Jan 2026 12:00:00 -0000 full Morning Brew Ann Berry is joined by Gen CEO Vincent Pilette to break down Gen’s business model and growth strategy following its expansion beyond cybersecurity. The conversation covers how brands like Norton, Avast, LifeLock and MoneyLion fit together, how Gen thinks about consumer trust and how financial wellness is being integrated into its core security platform. Pilette also discusses customer adoption, global expansion and how the company evaluates future adjacencies and acquisitions.00:00 – Gen CEO Vincent Pilette joins00:41 – Gen’s four business pillars and operating segments02:26 – Norton’s role in consumer cybersecurity02:57 – Consumer vs. B2B2C growth strategy04:15 – Customer journeys across Norton, LifeLock, and MoneyLion05:07 – Platform integration and challenges with cross-selling06:59 – Subscriber base and membership structure07:58 – Global user scale across paid and free customers08:21 – Financial wellness adoption and growth outlook09:57 – Positioning Gen for consumers and investors12:09 – Trust-based solutions13:33 – Strategic priorities and future expansion areas17:11 – Customer demand for blockchain-based solutions18:16 – Geographic mix and international growth strategyAfter Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: afterearnings@morningbrew.com$GEN Learn more about your ad choices. Visit megaphone.fm/adchoices Ann Berry is joined by Gen CEO Vincent Pilette to break down Gen’s business model and growth strategy following its expansion beyond cybersecurity. The conversation covers how brands like Norton, Avast, LifeLock and MoneyLion fit together, how Gen thinks about consumer trust and how financial wellness is being integrated into its core security platform. Pilette also discusses customer adoption, global expansion and how the company evaluates future adjacencies and acquisitions.
00:00 – Gen CEO Vincent Pilette joins
00:41 – Gen’s four business pillars and operating segments
02:26 – Norton’s role in consumer cybersecurity
02:57 – Consumer vs. B2B2C growth strategy
04:15 – Customer journeys across Norton, LifeLock, and MoneyLion
05:07 – Platform integration and challenges with cross-selling
06:59 – Subscriber base and membership structure
07:58 – Global user scale across paid and free customers
08:21 – Financial wellness adoption and growth outlook
09:57 – Positioning Gen for consumers and investors
12:09 – Trust-based solutions
13:33 – Strategic priorities and future expansion areas
17:11 – Customer demand for blockchain-based solutions
18:16 – Geographic mix and international growth strategy
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
For more go to https://www.afterearnings.com
Follow Us
X: https://twitter.com/AfterEarnings
TikTok: https://www.tiktok.com/@AfterEarnings
Instagram: https://www.instagram.com/afterearnings_/
Reach Out
Email: afterearnings@morningbrew.com
$GEN

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]]> 1373 CLEAR's CEO Caryn Seidman Becker on Frictionless Travel, Biometrics & International Expansion Ann Berry is joined in-studio by CLEAR's CEO Caryn Seidman Becker They review the company’s latest quarter, the rollout of eGates and how the company is preparing for global expansion. Caryn shares what’s driving CLEAR’s growth across travel and enterprise, why healthcare is a major unlock and the ways digital identity is becoming a core layer of modern life. Highlights include: CLEAR's origin story and buyout from bankruptcy plus how the company navigated this fall's government shutdown. 00:00 — Caryn Seidman Becker Joins 00:53 — What’s Powering Clear’s Momentum 01:49 — eGates, CapEx & Free Cash Flow 02:13 — Airport Footprint & Expansion Plans 04:36 — Fixing Wait Times & Member Experience 06:07 — Travel During the Shutdown 07:23 — Signing Documents With Your Face 09:05 — DeepFakes & Identity Security 10:56 — Government Tech & Verification 11:19 — CLEAR in Entertainment & Events 13:21 — Cybersecurity & Holding Less Data 14:16 — Healthcare & “Killing the Clipboard” 18:49 — Global Travelers & Compliance 19:44 — Clear’s Origin Story 23:59 — Stock Price, Buybacks & Free Cash Flow 25:44 — M&A Outlook After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $YOU Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 15 Dec 2025 12:00:00 -0000 full Morning Brew Ann Berry is joined in-studio by CLEAR's CEO Caryn Seidman Becker They review the company’s latest quarter, the rollout of eGates and how the company is preparing for global expansion. Caryn shares what’s driving CLEAR’s growth across travel and enterprise, why healthcare is a major unlock and the ways digital identity is becoming a core layer of modern life. Highlights include: CLEAR's origin story and buyout from bankruptcy plus how the company navigated this fall's government shutdown. 00:00 — Caryn Seidman Becker Joins 00:53 — What’s Powering Clear’s Momentum 01:49 — eGates, CapEx & Free Cash Flow 02:13 — Airport Footprint & Expansion Plans 04:36 — Fixing Wait Times & Member Experience 06:07 — Travel During the Shutdown 07:23 — Signing Documents With Your Face 09:05 — DeepFakes & Identity Security 10:56 — Government Tech & Verification 11:19 — CLEAR in Entertainment & Events 13:21 — Cybersecurity & Holding Less Data 14:16 — Healthcare & “Killing the Clipboard” 18:49 — Global Travelers & Compliance 19:44 — Clear’s Origin Story 23:59 — Stock Price, Buybacks & Free Cash Flow 25:44 — M&A Outlook After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $YOU Learn more about your ad choices. Visit megaphone.fm/adchoices Ann Berry is joined in-studio by CLEAR's CEO Caryn Seidman Becker They review the company’s latest quarter, the rollout of eGates and how the company is preparing for global expansion. Caryn shares what’s driving CLEAR’s growth across travel and enterprise, why healthcare is a major unlock and the ways digital identity is becoming a core layer of modern life.


Highlights include: CLEAR's origin story and buyout from bankruptcy plus how the company navigated this fall's government shutdown.


00:00 — Caryn Seidman Becker Joins

00:53 — What’s Powering Clear’s Momentum

01:49 — eGates, CapEx & Free Cash Flow

02:13 — Airport Footprint & Expansion Plans

04:36 — Fixing Wait Times & Member Experience

06:07 — Travel During the Shutdown

07:23 — Signing Documents With Your Face

09:05 — DeepFakes & Identity Security

10:56 — Government Tech & Verification

11:19 — CLEAR in Entertainment & Events

13:21 — Cybersecurity & Holding Less Data

14:16 — Healthcare & “Killing the Clipboard”

18:49 — Global Travelers & Compliance

19:44 — Clear’s Origin Story

23:59 — Stock Price, Buybacks & Free Cash Flow

25:44 — M&A Outlook


After Earnings is brought to you by Stakeholder Labs and Morning Brew.

For more go to https://www.afterearnings.com


Follow Us

X: https://twitter.com/AfterEarnings

TikTok: https://www.tiktok.com/@AfterEarnings

Instagram: https://www.instagram.com/afterearnings_/


Reach Out

Email: afterearnings@morningbrew.com

$YOU

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]]> 1735 ScottsMiracle-Gro's President & COO Nate Baxter on Modernizing the 160-Year-Old Lawn and Garden Business Ann Berry is joined in-studio by Nate Baxter, President & COO of ScottsMiracle-Gro. They discuss how the 160-year-old company is modernizing its iconic brands, balancing innovation with sustainability, and sunsetting its cannabis subsidiary. Nate explores shifting consumer demographics, regional growth strategies and the company’s planned packaging refresh.Highlights include:- How Scotts and Miracle-Gro are being reinvented for millennials and Gen Z- Why ScottsMiracle-Gro is exiting the cannabis business- How organic and sustainable lawn-care products are shaping the company’s future00:00 – Nate Baxter Joins01:06 – Pandemic hangover and the reset02:33 – Margin recovery and streamlining03:25 – Brand portfolio and recession resilience04:50 – Millennials, Gen Z & wellness06:51 – “Emerging” consumers, kids and pets09:04 – Organics, biologicals and safety10:44 – Modernizing packaging and brand aesthetic11:59 – E-commerce, website revamp and education13:32 – Exiting cannabis and Hawthorne’s future15:22 – Why tech and AI matter in lawn care17:22 – Weather, forecasting and media allocation18:27 – Seasonality and fall lawn strategy21:51 – Free cash flow, debt paydown & M&A24:05 – What a “transformational” deal could be $SMG Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 01 Dec 2025 11:59:00 -0000 full Morning Brew Ann Berry is joined in-studio by Nate Baxter, President & COO of ScottsMiracle-Gro. They discuss how the 160-year-old company is modernizing its iconic brands, balancing innovation with sustainability, and sunsetting its cannabis subsidiary. Nate explores shifting consumer demographics, regional growth strategies and the company’s planned packaging refresh.Highlights include:- How Scotts and Miracle-Gro are being reinvented for millennials and Gen Z- Why ScottsMiracle-Gro is exiting the cannabis business- How organic and sustainable lawn-care products are shaping the company’s future00:00 – Nate Baxter Joins01:06 – Pandemic hangover and the reset02:33 – Margin recovery and streamlining03:25 – Brand portfolio and recession resilience04:50 – Millennials, Gen Z & wellness06:51 – “Emerging” consumers, kids and pets09:04 – Organics, biologicals and safety10:44 – Modernizing packaging and brand aesthetic11:59 – E-commerce, website revamp and education13:32 – Exiting cannabis and Hawthorne’s future15:22 – Why tech and AI matter in lawn care17:22 – Weather, forecasting and media allocation18:27 – Seasonality and fall lawn strategy21:51 – Free cash flow, debt paydown & M&A24:05 – What a “transformational” deal could be $SMG Learn more about your ad choices. Visit megaphone.fm/adchoices Ann Berry is joined in-studio by Nate Baxter, President & COO of ScottsMiracle-Gro. They discuss how the 160-year-old company is modernizing its iconic brands, balancing innovation with sustainability, and sunsetting its cannabis subsidiary. Nate explores shifting consumer demographics, regional growth strategies and the company’s planned packaging refresh.
Highlights include:
- How Scotts and Miracle-Gro are being reinvented for millennials and Gen Z
- Why ScottsMiracle-Gro is exiting the cannabis business
- How organic and sustainable lawn-care products are shaping the company’s future
00:00 – Nate Baxter Joins
01:06 – Pandemic hangover and the reset
02:33 – Margin recovery and streamlining
03:25 – Brand portfolio and recession resilience
04:50 – Millennials, Gen Z & wellness
06:51 – “Emerging” consumers, kids and pets
09:04 – Organics, biologicals and safety
10:44 – Modernizing packaging and brand aesthetic
11:59 – E-commerce, website revamp and education
13:32 – Exiting cannabis and Hawthorne’s future
15:22 – Why tech and AI matter in lawn care
17:22 – Weather, forecasting and media allocation
18:27 – Seasonality and fall lawn strategy
21:51 – Free cash flow, debt paydown & M&A
24:05 – What a “transformational” deal could be













$SMG

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]]> 1679 NiCE’s CFO Beth Gaspich on AI, Acquisitions and the Future of Customer Experience On this episode of After Earnings, Ann sits down with Beth Gaspich, the Chief Financial Officer of NiCE - a decades-old enterprise software company looking to transform itself into an AI-driven customer experience platform.They discuss how NiCE aims to redefine contact centers through automation and conversational AI, NiCE's nearly $1 billion acquisition of Cognigy, and the company’s approach to fraud detection and deepfake prevention. 00:00 — Beth Gaspich joins 02:00 — The history of NiCE 05:00 — AI and automation in contact centers 06:00 — Deepfake detection and data privacy 10:00 — Market perception vs. fundamentals 11:30 — Inside NiCE’s nearly $1 B Cognigy acquisition 13:00 — Balancing profitability and growth 15:20 — Acquisition and capital allocation strategy 18:00 — How NiCE evaluates AI tuck-ins 19:00 — Beth’s career and leadership path 22:00 — How a CFO keeps up with AI 23:40 — The next generation of finance talent$NICE Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 18 Nov 2025 11:59:00 -0000 full Morning Brew On this episode of After Earnings, Ann sits down with Beth Gaspich, the Chief Financial Officer of NiCE - a decades-old enterprise software company looking to transform itself into an AI-driven customer experience platform.They discuss how NiCE aims to redefine contact centers through automation and conversational AI, NiCE's nearly $1 billion acquisition of Cognigy, and the company’s approach to fraud detection and deepfake prevention. 00:00 — Beth Gaspich joins 02:00 — The history of NiCE 05:00 — AI and automation in contact centers 06:00 — Deepfake detection and data privacy 10:00 — Market perception vs. fundamentals 11:30 — Inside NiCE’s nearly $1 B Cognigy acquisition 13:00 — Balancing profitability and growth 15:20 — Acquisition and capital allocation strategy 18:00 — How NiCE evaluates AI tuck-ins 19:00 — Beth’s career and leadership path 22:00 — How a CFO keeps up with AI 23:40 — The next generation of finance talent$NICE Learn more about your ad choices. Visit megaphone.fm/adchoices On this episode of After Earnings, Ann sits down with Beth Gaspich, the Chief Financial Officer of NiCE - a decades-old enterprise software company looking to transform itself into an AI-driven customer experience platform.
They discuss how NiCE aims to redefine contact centers through automation and conversational AI, NiCE's nearly $1 billion acquisition of Cognigy, and the company’s approach to fraud detection and deepfake prevention.
00:00 — Beth Gaspich joins
02:00 — The history of NiCE
05:00 — AI and automation in contact centers
06:00 — Deepfake detection and data privacy
10:00 — Market perception vs. fundamentals
11:30 — Inside NiCE’s nearly $1 B Cognigy acquisition
13:00 — Balancing profitability and growth
15:20 — Acquisition and capital allocation strategy
18:00 — How NiCE evaluates AI tuck-ins
19:00 — Beth’s career and leadership path
22:00 — How a CFO keeps up with AI
23:40 — The next generation of finance talent
$NICE

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]]> 1665 Robinhood’s CIO Steph Guild on Investing, Tokenization & Prediction Markets On this episode of After Earnings, Ann Berry speaks with Steph Guild, Chief Investment Officer at Robinhood, about how the company is expanding beyond active trading into broader wealth management. Guild explains how Robinhood Strategies works and how it aims to help retail investors build long-term portfolios. She also shares her perspective on tokenized assets along with thoughts on prediction markets, retail investor behavior, international growth, and whether today’s market shows signs of a bubble. 00:00 – Steph Guild Joins 00:52 – How Robinhood Keeps Users Active as They Mature 02:02 – Inside “Robinhood Strategies” 03:42 – Lower Minimums and Broader Access 04:06 – Building Portfolios: Balancing ETFs and Single Stocks 07:08 – How Retail Investors Approach Risk and New Assets 10:31 – Mixing Professional Advice with Social Investing 12:42 – Portfolio Positioning in a High-Valuation Market 15:15 – Are We in a Market Bubble? 16:08 – Expanding Internationally 16:52 – Why Tokenized Assets Are Rolling Out in Europe First 18:13 – Tokenization’s Benefits and Early-Stage Limitations 20:50 – How Prediction Markets Can Function as a Hedge 23:04 – Leaving a Legacy Firm for a New Model 25:44 – Taking Career Risks After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $HOOD The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 03 Nov 2025 12:00:00 -0000 full Morning Brew On this episode of After Earnings, Ann Berry speaks with Steph Guild, Chief Investment Officer at Robinhood, about how the company is expanding beyond active trading into broader wealth management. Guild explains how Robinhood Strategies works and how it aims to help retail investors build long-term portfolios. She also shares her perspective on tokenized assets along with thoughts on prediction markets, retail investor behavior, international growth, and whether today’s market shows signs of a bubble. 00:00 – Steph Guild Joins 00:52 – How Robinhood Keeps Users Active as They Mature 02:02 – Inside “Robinhood Strategies” 03:42 – Lower Minimums and Broader Access 04:06 – Building Portfolios: Balancing ETFs and Single Stocks 07:08 – How Retail Investors Approach Risk and New Assets 10:31 – Mixing Professional Advice with Social Investing 12:42 – Portfolio Positioning in a High-Valuation Market 15:15 – Are We in a Market Bubble? 16:08 – Expanding Internationally 16:52 – Why Tokenized Assets Are Rolling Out in Europe First 18:13 – Tokenization’s Benefits and Early-Stage Limitations 20:50 – How Prediction Markets Can Function as a Hedge 23:04 – Leaving a Legacy Firm for a New Model 25:44 – Taking Career Risks After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $HOOD The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices On this episode of After Earnings, Ann Berry speaks with Steph Guild, Chief Investment Officer at Robinhood, about how the company is expanding beyond active trading into broader wealth management. Guild explains how Robinhood Strategies works and how it aims to help retail investors build long-term portfolios. She also shares her perspective on tokenized assets along with thoughts on prediction markets, retail investor behavior, international growth, and whether today’s market shows signs of a bubble.


00:00 – Steph Guild Joins

00:52 – How Robinhood Keeps Users Active as They Mature

02:02 – Inside “Robinhood Strategies”

03:42 – Lower Minimums and Broader Access

04:06 – Building Portfolios: Balancing ETFs and Single Stocks

07:08 – How Retail Investors Approach Risk and New Assets

10:31 – Mixing Professional Advice with Social Investing

12:42 – Portfolio Positioning in a High-Valuation Market

15:15 – Are We in a Market Bubble?

16:08 – Expanding Internationally

16:52 – Why Tokenized Assets Are Rolling Out in Europe First

18:13 – Tokenization’s Benefits and Early-Stage Limitations

20:50 – How Prediction Markets Can Function as a Hedge

23:04 – Leaving a Legacy Firm for a New Model

25:44 – Taking Career Risks



After Earnings is brought to you by Stakeholder Labs and Morning Brew.

For more go to https://www.afterearnings.com


Follow Us

X: https://twitter.com/AfterEarnings

TikTok: https://www.tiktok.com/@AfterEarnings

Instagram: https://www.instagram.com/afterearnings_/


Reach Out

Email: afterearnings@morningbrew.com


$HOOD


The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1859 e.l.f. Beauty’s Billion-Dollar Glow-Up: CFO Mandy Fields on rhode, Tariffs & Global Expansion On this episode of After Earnings, Ann Berry sits down with Mandy Fields, Chief Financial Officer of e.l.f. Beauty to unpack how the company balances celebrity-led brands, marketing spend and the business realities of tariffs, pricing and growth. 00:00 – Mandy Fields Joins 00:48 – How Marketing Spend Is Driving e.l.f. Beauty’s Growth 02:00 – Working With Celebrity Founders: Hailey Bieber and Alicia Keys 04:00 – Building a Platform for Female-Led Beauty Brands 06:15 – Where e.l.f. Beauty Sees the Strongest Marketing Returns 07:30 – Inside e.l.f. Beauty’s Three-Pillar Growth Strategy 09:20 – Skincare Expansion: rhode, Naturium and e.l.f. Skin 11:00 – Targeting Different Consumers Across the Portfolio 13:00 – How e.l.f. Beauty Approaches Global Expansion 15:10 – rhode’s Retail Debut at Sephora 17:00 – What’s Behind the $1 Billion rhode Deal 19:00 – Managing the Risks of Celebrity Brands 21:00 – Tariffs, China Exposure and Supply Chain Shifts 23:00 – How Shoppers Responded to the $1 Price Increase 24:15 – Investing in Growth: Cash, Technology and M&A 25:45 – Why e.l.f. Beauty Withheld Full-Year Guidance 28:00 – The Future of Beauty Retail Partnerships After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $ELF Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 27 Oct 2025 11:00:00 -0000 full Morning Brew On this episode of After Earnings, Ann Berry sits down with Mandy Fields, Chief Financial Officer of e.l.f. Beauty to unpack how the company balances celebrity-led brands, marketing spend and the business realities of tariffs, pricing and growth. 00:00 – Mandy Fields Joins 00:48 – How Marketing Spend Is Driving e.l.f. Beauty’s Growth 02:00 – Working With Celebrity Founders: Hailey Bieber and Alicia Keys 04:00 – Building a Platform for Female-Led Beauty Brands 06:15 – Where e.l.f. Beauty Sees the Strongest Marketing Returns 07:30 – Inside e.l.f. Beauty’s Three-Pillar Growth Strategy 09:20 – Skincare Expansion: rhode, Naturium and e.l.f. Skin 11:00 – Targeting Different Consumers Across the Portfolio 13:00 – How e.l.f. Beauty Approaches Global Expansion 15:10 – rhode’s Retail Debut at Sephora 17:00 – What’s Behind the $1 Billion rhode Deal 19:00 – Managing the Risks of Celebrity Brands 21:00 – Tariffs, China Exposure and Supply Chain Shifts 23:00 – How Shoppers Responded to the $1 Price Increase 24:15 – Investing in Growth: Cash, Technology and M&A 25:45 – Why e.l.f. Beauty Withheld Full-Year Guidance 28:00 – The Future of Beauty Retail Partnerships After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $ELF Learn more about your ad choices. Visit megaphone.fm/adchoices On this episode of After Earnings, Ann Berry sits down with Mandy Fields, Chief Financial Officer of e.l.f. Beauty to unpack how the company balances celebrity-led brands, marketing spend and the business realities of tariffs, pricing and growth.


00:00 – Mandy Fields Joins

00:48 – How Marketing Spend Is Driving e.l.f. Beauty’s Growth

02:00 – Working With Celebrity Founders: Hailey Bieber and Alicia Keys

04:00 – Building a Platform for Female-Led Beauty Brands

06:15 – Where e.l.f. Beauty Sees the Strongest Marketing Returns

07:30 – Inside e.l.f. Beauty’s Three-Pillar Growth Strategy

09:20 – Skincare Expansion: rhode, Naturium and e.l.f. Skin

11:00 – Targeting Different Consumers Across the Portfolio

13:00 – How e.l.f. Beauty Approaches Global Expansion

15:10 – rhode’s Retail Debut at Sephora

17:00 – What’s Behind the $1 Billion rhode Deal

19:00 – Managing the Risks of Celebrity Brands

21:00 – Tariffs, China Exposure and Supply Chain Shifts

23:00 – How Shoppers Responded to the $1 Price Increase

24:15 – Investing in Growth: Cash, Technology and M&A

25:45 – Why e.l.f. Beauty Withheld Full-Year Guidance

28:00 – The Future of Beauty Retail Partnerships


After Earnings is brought to you by Stakeholder Labs and Morning Brew.

For more go to https://www.afterearnings.com


Follow Us

X: https://twitter.com/AfterEarnings

TikTok: https://www.tiktok.com/@AfterEarnings

Instagram: https://www.instagram.com/afterearnings_/


Reach Out

Email: afterearnings@morningbrew.com


$ELF

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1723 Hamilton Lane Co-CEO Erik Hirsch on Retail Investors, Evergreen Funds and Private Markets On this episode of After Earnings, Ann Berry sits down with Hamilton Lane Co-CEO Erik Hirsch for an in-depth conversation about the future of private markets. They discuss how Hamilton Lane is opening private capital to retail investors, why fund manager selection matters more than thematic bets in today’s environment and how the firm navigates being a publicly traded company. 00:00 – Erik Hirsch Joins 00:38 – AUM vs AUA: How Hamilton Lane Makes Money 02:25 – From Consultant to Asset Manager: Hamilton Lane’s Evolution 03:58 – The Co-Investment Model Explained 06:42 – The Strategic Edge of Scale and Market Insight 08:15 – What’s Working in Private Equity Right Now 09:26 – From Thematic to Manager-Driven Investing 11:08 – Is Private Credit in a Bubble? 12:51 – Inside the Secondary Market Surge 16:33 – Managing a Public Company Focused on Private Assets 18:30 – The Case for Less Frequent Earnings Reporting 20:28 – Democratizing Private Markets for Retail Investors 23:54 – Expanding Retail Access 26:18 – The Trillions in Retail Opportunity 30:55 – Looking Ahead: Tokenization & the Retailization of Private Markets After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $HLNE Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 20 Oct 2025 11:00:00 -0000 full Morning Brew On this episode of After Earnings, Ann Berry sits down with Hamilton Lane Co-CEO Erik Hirsch for an in-depth conversation about the future of private markets. They discuss how Hamilton Lane is opening private capital to retail investors, why fund manager selection matters more than thematic bets in today’s environment and how the firm navigates being a publicly traded company. 00:00 – Erik Hirsch Joins 00:38 – AUM vs AUA: How Hamilton Lane Makes Money 02:25 – From Consultant to Asset Manager: Hamilton Lane’s Evolution 03:58 – The Co-Investment Model Explained 06:42 – The Strategic Edge of Scale and Market Insight 08:15 – What’s Working in Private Equity Right Now 09:26 – From Thematic to Manager-Driven Investing 11:08 – Is Private Credit in a Bubble? 12:51 – Inside the Secondary Market Surge 16:33 – Managing a Public Company Focused on Private Assets 18:30 – The Case for Less Frequent Earnings Reporting 20:28 – Democratizing Private Markets for Retail Investors 23:54 – Expanding Retail Access 26:18 – The Trillions in Retail Opportunity 30:55 – Looking Ahead: Tokenization & the Retailization of Private Markets After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $HLNE Learn more about your ad choices. Visit megaphone.fm/adchoices On this episode of After Earnings, Ann Berry sits down with Hamilton Lane Co-CEO Erik Hirsch for an in-depth conversation about the future of private markets. They discuss how Hamilton Lane is opening private capital to retail investors, why fund manager selection matters more than thematic bets in today’s environment and how the firm navigates being a publicly traded company.


00:00 – Erik Hirsch Joins

00:38 – AUM vs AUA: How Hamilton Lane Makes Money

02:25 – From Consultant to Asset Manager: Hamilton Lane’s Evolution

03:58 – The Co-Investment Model Explained

06:42 – The Strategic Edge of Scale and Market Insight

08:15 – What’s Working in Private Equity Right Now

09:26 – From Thematic to Manager-Driven Investing

11:08 – Is Private Credit in a Bubble?

12:51 – Inside the Secondary Market Surge

16:33 – Managing a Public Company Focused on Private Assets

18:30 – The Case for Less Frequent Earnings Reporting

20:28 – Democratizing Private Markets for Retail Investors

23:54 – Expanding Retail Access

26:18 – The Trillions in Retail Opportunity

30:55 – Looking Ahead: Tokenization & the Retailization of Private Markets



After Earnings is brought to you by Stakeholder Labs and Morning Brew.

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Email: afterearnings@morningbrew.com

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]]> 2050 Udemy CEO Hugo Sarrazin on AI-Powered Learning, Subscriptions & the Future of Online Education On the latest episode of After Earnings, Ann Berry sits down with Udemy CEO Hugo Sarrazin to discuss the company’s pivot from a traditional online course marketplace to an AI-powered platform designed to re-skill the global workforce. Highlights include: - Udemy’s shift from one-off course sales to a subscription model - The company’s enterprise push to re-skill workforces at scale - The future of its instructor-driven marketplace - How AI can deliver mass personalization in learning 00:00 – Hugo Sarrazin Joins 01:12 – Why the online learning industry is under pressure 02:42 – Udemy’s consumer vs. enterprise business explained 05:56 – How AI enables personalization in learning 08:00 – Marketplace model vs. proprietary content 11:58 – Transition to subscriptions and monetization challenges 15:02 – Is Udemy becoming a digital media company? 16:48 – Enterprise clients and “just-in-time” learning 20:27 – Selling to CTOs, HR, and business leaders 23:33 – Reskilling 92 million workers in the AI era 25:39 – ROI pressure vs. growth opportunity 27:11 – Margins, cash flow, and product investment 29:03 – Hugo Sarrazin’s career journey: McKinsey to CEO 33:40 – Will AI replace consulting? 37:55 – The future of Udemy After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $UDMY Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 06 Oct 2025 11:03:00 -0000 full Morning Brew On the latest episode of After Earnings, Ann Berry sits down with Udemy CEO Hugo Sarrazin to discuss the company’s pivot from a traditional online course marketplace to an AI-powered platform designed to re-skill the global workforce. Highlights include: - Udemy’s shift from one-off course sales to a subscription model - The company’s enterprise push to re-skill workforces at scale - The future of its instructor-driven marketplace - How AI can deliver mass personalization in learning 00:00 – Hugo Sarrazin Joins 01:12 – Why the online learning industry is under pressure 02:42 – Udemy’s consumer vs. enterprise business explained 05:56 – How AI enables personalization in learning 08:00 – Marketplace model vs. proprietary content 11:58 – Transition to subscriptions and monetization challenges 15:02 – Is Udemy becoming a digital media company? 16:48 – Enterprise clients and “just-in-time” learning 20:27 – Selling to CTOs, HR, and business leaders 23:33 – Reskilling 92 million workers in the AI era 25:39 – ROI pressure vs. growth opportunity 27:11 – Margins, cash flow, and product investment 29:03 – Hugo Sarrazin’s career journey: McKinsey to CEO 33:40 – Will AI replace consulting? 37:55 – The future of Udemy After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $UDMY Learn more about your ad choices. Visit megaphone.fm/adchoices On the latest episode of After Earnings, Ann Berry sits down with Udemy CEO Hugo Sarrazin to discuss the company’s pivot from a traditional online course marketplace to an AI-powered platform designed to re-skill the global workforce.


Highlights include:

- Udemy’s shift from one-off course sales to a subscription model

- The company’s enterprise push to re-skill workforces at scale

- The future of its instructor-driven marketplace

- How AI can deliver mass personalization in learning


00:00 – Hugo Sarrazin Joins

01:12 – Why the online learning industry is under pressure

02:42 – Udemy’s consumer vs. enterprise business explained

05:56 – How AI enables personalization in learning

08:00 – Marketplace model vs. proprietary content

11:58 – Transition to subscriptions and monetization challenges

15:02 – Is Udemy becoming a digital media company?

16:48 – Enterprise clients and “just-in-time” learning

20:27 – Selling to CTOs, HR, and business leaders

23:33 – Reskilling 92 million workers in the AI era

25:39 – ROI pressure vs. growth opportunity

27:11 – Margins, cash flow, and product investment

29:03 – Hugo Sarrazin’s career journey: McKinsey to CEO

33:40 – Will AI replace consulting?

37:55 – The future of Udemy


After Earnings is brought to you by Stakeholder Labs and Morning Brew.

For more go to https://www.afterearnings.com


Follow Us

X: https://twitter.com/AfterEarnings

TikTok: https://www.tiktok.com/@AfterEarnings

Instagram: https://www.instagram.com/afterearnings_/


Reach Out

Email: afterearnings@morningbrew.com



$UDMY

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]]> 1765 Block CFO & COO Amrita Ahuja on Cash App, Afterpay, and the Future of Fintech On the latest episode of After Earnings, Ann Berry sits down with Amrita Ahuja, the CFO & COO of Block, to break down the company’s recent performance and how it's leveraging its multiple brands to drive long-term growth. The conversation explores Block’s capital allocation strategy, AI-powered underwriting and how each of its businesses from Cash App and Square to Afterpay aims to expand financial access. 00:00 – Amrita Ahuja joins 00:15 – What Ties Block’s Brands Together? 03:06 – How Block Allocates Capital Across Business Units 05:23 – Is Rule of 40 Outdated? 06:34 – How Cash App Grows Market Share 09:14 – Competing with PayPal and Venmo 10:32 – Why Teens Are the Future of Cash App 12:05 – How Cash App Customers Graduate Across Products 14:02 – Integrating Afterpay Into Cash App 15:24 – AI, BNPL, and Personalized Lending 18:22 – Will Block Offer Mortgages or Auto Loans? 19:56 – Block’s M&A Strategy 21:08 – Bitcoin Mining with Proto Rig After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $XYZ Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 22 Sep 2025 19:16:00 -0000 full Morning Brew On the latest episode of After Earnings, Ann Berry sits down with Amrita Ahuja, the CFO & COO of Block, to break down the company’s recent performance and how it's leveraging its multiple brands to drive long-term growth. The conversation explores Block’s capital allocation strategy, AI-powered underwriting and how each of its businesses from Cash App and Square to Afterpay aims to expand financial access. 00:00 – Amrita Ahuja joins 00:15 – What Ties Block’s Brands Together? 03:06 – How Block Allocates Capital Across Business Units 05:23 – Is Rule of 40 Outdated? 06:34 – How Cash App Grows Market Share 09:14 – Competing with PayPal and Venmo 10:32 – Why Teens Are the Future of Cash App 12:05 – How Cash App Customers Graduate Across Products 14:02 – Integrating Afterpay Into Cash App 15:24 – AI, BNPL, and Personalized Lending 18:22 – Will Block Offer Mortgages or Auto Loans? 19:56 – Block’s M&A Strategy 21:08 – Bitcoin Mining with Proto Rig After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $XYZ Learn more about your ad choices. Visit megaphone.fm/adchoices On the latest episode of After Earnings, Ann Berry sits down with Amrita Ahuja, the CFO & COO of Block, to break down the company’s recent performance and how it's leveraging its multiple brands to drive long-term growth. The conversation explores Block’s capital allocation strategy, AI-powered underwriting and how each of its businesses from Cash App and Square to Afterpay aims to expand financial access.


00:00 – Amrita Ahuja joins

00:15 – What Ties Block’s Brands Together?

03:06 – How Block Allocates Capital Across Business Units

05:23 – Is Rule of 40 Outdated?

06:34 – How Cash App Grows Market Share

09:14 – Competing with PayPal and Venmo

10:32 – Why Teens Are the Future of Cash App

12:05 – How Cash App Customers Graduate Across Products

14:02 – Integrating Afterpay Into Cash App

15:24 – AI, BNPL, and Personalized Lending

18:22 – Will Block Offer Mortgages or Auto Loans?

19:56 – Block’s M&A Strategy

21:08 – Bitcoin Mining with Proto Rig


After Earnings is brought to you by Stakeholder Labs and Morning Brew.

For more go to https://www.afterearnings.com


Follow Us

X: https://twitter.com/AfterEarnings

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Reach Out

Email: afterearnings@morningbrew.com

$XYZ

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]]> 1726 ZoomInfo Founder and CEO Henry Schuck on AI, Sales Strategy & the Story Behind Ticker Symbol GTM On the latest episode of After Earnings, Ann Berry sits down with Henry Schuck the Founder and CEO of ZoomInfo to break down the company’s recent earnings, including revenue growth and profitability. They discuss ZoomInfo’s efforts to leverage AI for product development, customer acquisition strategies, and how the company is navigating increased competition and market challenges in the sales intelligence space. 00:00 - Henry Schuck Joins01:15 - Securing the GTM Ticker Symbol 02:43 - Customer Segmentation and Target Markets 04:18 - Product Application for a Cleaning Services Business 09:14 - Launch and Growth of Copilot 13:12 - Earnings and Market Reaction16:37 - Enterprise Use of ZoomInfo for AI Integration 17:09 - Supporting AI Implementation 18:41 - Leveraging Proprietary Data Assets 19:35 - Internal AI Adoption and Efficiency Gains 22:49 - Founding Story and Early Growth 25:55 - Competitive Landscape and Entry Barriers 26:41 - Data Network as a Long-Term Differentiator After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: afterearnings@morningbrew.com $GTM Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 08 Sep 2025 13:19:00 -0000 full Morning Brew On the latest episode of After Earnings, Ann Berry sits down with Henry Schuck the Founder and CEO of ZoomInfo to break down the company’s recent earnings, including revenue growth and profitability. They discuss ZoomInfo’s efforts to leverage AI for product development, customer acquisition strategies, and how the company is navigating increased competition and market challenges in the sales intelligence space. 00:00 - Henry Schuck Joins01:15 - Securing the GTM Ticker Symbol 02:43 - Customer Segmentation and Target Markets 04:18 - Product Application for a Cleaning Services Business 09:14 - Launch and Growth of Copilot 13:12 - Earnings and Market Reaction16:37 - Enterprise Use of ZoomInfo for AI Integration 17:09 - Supporting AI Implementation 18:41 - Leveraging Proprietary Data Assets 19:35 - Internal AI Adoption and Efficiency Gains 22:49 - Founding Story and Early Growth 25:55 - Competitive Landscape and Entry Barriers 26:41 - Data Network as a Long-Term Differentiator After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: afterearnings@morningbrew.com $GTM Learn more about your ad choices. Visit megaphone.fm/adchoices On the latest episode of After Earnings, Ann Berry sits down with Henry Schuck the Founder and CEO of ZoomInfo to break down the company’s recent earnings, including revenue growth and profitability. They discuss ZoomInfo’s efforts to leverage AI for product development, customer acquisition strategies, and how the company is navigating increased competition and market challenges in the sales intelligence space.


00:00 - Henry Schuck Joins
01:15 - Securing the GTM Ticker Symbol
02:43 - Customer Segmentation and Target Markets
04:18 - Product Application for a Cleaning Services Business
09:14 - Launch and Growth of Copilot
13:12 - Earnings and Market Reaction
16:37 - Enterprise Use of ZoomInfo for AI Integration
17:09 - Supporting AI Implementation
18:41 - Leveraging Proprietary Data Assets
19:35 - Internal AI Adoption and Efficiency Gains
22:49 - Founding Story and Early Growth
25:55 - Competitive Landscape and Entry Barriers
26:41 - Data Network as a Long-Term Differentiator


After Earnings is brought to you by Stakeholder Labs and Morning Brew.

For more go to https://www.afterearnings.com

Follow Us
X: https://twitter.com/AfterEarnings
TikTok: https://www.tiktok.com/@AfterEarnings
Instagram: https://www.instagram.com/afterearnings_/
Reach Out
Email: afterearnings@morningbrew.com

$GTM

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]]> 1785 Axon and AI: Drones, Bodycams and the Future of Policing On the latest episode of After Earnings with Ann Berry, Axon’s COO and CFO Brittany Bagley discusses how the company is navigating its push into AI-powered policing tools, including body cam video automation and drone-based first response, while weighing the ethical and privacy concerns that come with expansion in the enterprise and retail markets. Highlights include: • How Drones and Small Robots are Reshaping Frontline Policing • Integrating AI Into Bodycams to Draft Police Reports • Balancing CFO and COO Roles at Axon 00:00 - Brittany Bagley Joins 01:38 - Software Driving Axon’s Growth 02:27 - Hardware vs. Software: Future Revenue Mix 03:12 - How Axon’s AI Works on Existing Devices 04:15 - Real-World AI Use: First Draft Police Reports 06:04 - Language Translation on Bodycams 06:34 - Where Axon Stands on Facial Recognition 08:14 - Privacy vs. Efficiency: The Consumer Tradeoff 09:47 - Robotics & Drones in Modern Policing 11:58 - Acquisitions Strategy: Drone & Sensor Innovation 13:54 - Expanding into Enterprise Markets 17:02 - Public Safety Funding Trends in the U.S. 20:42 - Balancing CFO and COO Roles at Axon 21:53 - How Axon Will Spend $1.75B in Capital 23:00 - Brittany Bagley’s Career $AXON Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 25 Aug 2025 11:00:00 -0000 full Morning Brew On the latest episode of After Earnings with Ann Berry, Axon’s COO and CFO Brittany Bagley discusses how the company is navigating its push into AI-powered policing tools, including body cam video automation and drone-based first response, while weighing the ethical and privacy concerns that come with expansion in the enterprise and retail markets. Highlights include: • How Drones and Small Robots are Reshaping Frontline Policing • Integrating AI Into Bodycams to Draft Police Reports • Balancing CFO and COO Roles at Axon 00:00 - Brittany Bagley Joins 01:38 - Software Driving Axon’s Growth 02:27 - Hardware vs. Software: Future Revenue Mix 03:12 - How Axon’s AI Works on Existing Devices 04:15 - Real-World AI Use: First Draft Police Reports 06:04 - Language Translation on Bodycams 06:34 - Where Axon Stands on Facial Recognition 08:14 - Privacy vs. Efficiency: The Consumer Tradeoff 09:47 - Robotics & Drones in Modern Policing 11:58 - Acquisitions Strategy: Drone & Sensor Innovation 13:54 - Expanding into Enterprise Markets 17:02 - Public Safety Funding Trends in the U.S. 20:42 - Balancing CFO and COO Roles at Axon 21:53 - How Axon Will Spend $1.75B in Capital 23:00 - Brittany Bagley’s Career $AXON Learn more about your ad choices. Visit megaphone.fm/adchoices On the latest episode of After Earnings with Ann Berry, Axon’s COO and CFO Brittany Bagley discusses how the company is navigating its push into AI-powered policing tools, including body cam video automation and drone-based first response, while weighing the ethical and privacy concerns that come with expansion in the enterprise and retail markets.


Highlights include:

• How Drones and Small Robots are Reshaping Frontline Policing

• Integrating AI Into Bodycams to Draft Police Reports

• Balancing CFO and COO Roles at Axon


00:00 - Brittany Bagley Joins

01:38 - Software Driving Axon’s Growth

02:27 - Hardware vs. Software: Future Revenue Mix

03:12 - How Axon’s AI Works on Existing Devices

04:15 - Real-World AI Use: First Draft Police Reports

06:04 - Language Translation on Bodycams

06:34 - Where Axon Stands on Facial Recognition

08:14 - Privacy vs. Efficiency: The Consumer Tradeoff

09:47 - Robotics & Drones in Modern Policing

11:58 - Acquisitions Strategy: Drone & Sensor Innovation

13:54 - Expanding into Enterprise Markets

17:02 - Public Safety Funding Trends in the U.S.

20:42 - Balancing CFO and COO Roles at Axon

21:53 - How Axon Will Spend $1.75B in Capital

23:00 - Brittany Bagley’s Career

$AXON

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1766 no Coinbase's Paul Grewal on Crypto's Next Frontier: Regulation & Corporate Adoption On the latest episode of After Earnings with Ann Berry, Coinbase's Chief Legal Officer Paul Grewal breaks down how evolving U.S. regulation, political uncertainty and global inflation are driving a wave of corporate interest in crypto - especially Bitcoin and stablecoins - as reserve assets. Highlights include: • Why More Corporations Are Buying Bitcoin Over U.S. Treasuries • The Genius Act and What It Means for Crypto Regulation • Is Crypto As Anonymous As You Think? 00:00 - Paul Grewal Joins 01:52 - Corporates Rethinking Crypto on the Balance Sheet 02:28 - Bitcoin Volatility vs Treasury Uncertainty 03:29 - Waning Confidence in Treasuries 04:41 - What's Holding Companies Back From Adopting Crypto? 06:05 - Regulation and Legislation Shaping the Crypto Landscape 07:23 - Why Clarity on Digital Asset Classifications Matters 08:26 - Accounting Challenges and Rule Changes 10:12 - Investors and Common Accounting Frameworks 11:09 - Different Categories of Digital Assets 12:05 - Where Adoption is Happening the Fastest 12:50 - Why Use Stablecoins Over Cash or Bonds? 14:11 - Global Adoption of Stablecoins 14:50 - Security, Trust, and Blockchain Traceability 16:44 - Blockchain: Anonymity vs Traceability 18:10 - Crypto as Inflation Hedge in High-Inflation Countries 19:06 - US Interest in Strategic Digital Asset Reserves 20:05 - Coinbase’s Role in the Corporate Adoption Wave 21:05 - From Retail to Institutional: Coinbase’s Evolution 22:17 - Behind the Scenes: Blue Chips Eyeing Crypto 23:16 - Changing the Coinbase Business Model 24:20 - Will Most of the S&P 500 Adopt Crypto by 2027? After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $COIN Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 11 Aug 2025 11:46:00 -0000 full Morning Brew On the latest episode of After Earnings with Ann Berry, Coinbase's Chief Legal Officer Paul Grewal breaks down how evolving U.S. regulation, political uncertainty and global inflation are driving a wave of corporate interest in crypto - especially Bitcoin and stablecoins - as reserve assets. Highlights include: • Why More Corporations Are Buying Bitcoin Over U.S. Treasuries • The Genius Act and What It Means for Crypto Regulation • Is Crypto As Anonymous As You Think? 00:00 - Paul Grewal Joins 01:52 - Corporates Rethinking Crypto on the Balance Sheet 02:28 - Bitcoin Volatility vs Treasury Uncertainty 03:29 - Waning Confidence in Treasuries 04:41 - What's Holding Companies Back From Adopting Crypto? 06:05 - Regulation and Legislation Shaping the Crypto Landscape 07:23 - Why Clarity on Digital Asset Classifications Matters 08:26 - Accounting Challenges and Rule Changes 10:12 - Investors and Common Accounting Frameworks 11:09 - Different Categories of Digital Assets 12:05 - Where Adoption is Happening the Fastest 12:50 - Why Use Stablecoins Over Cash or Bonds? 14:11 - Global Adoption of Stablecoins 14:50 - Security, Trust, and Blockchain Traceability 16:44 - Blockchain: Anonymity vs Traceability 18:10 - Crypto as Inflation Hedge in High-Inflation Countries 19:06 - US Interest in Strategic Digital Asset Reserves 20:05 - Coinbase’s Role in the Corporate Adoption Wave 21:05 - From Retail to Institutional: Coinbase’s Evolution 22:17 - Behind the Scenes: Blue Chips Eyeing Crypto 23:16 - Changing the Coinbase Business Model 24:20 - Will Most of the S&P 500 Adopt Crypto by 2027? After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $COIN Learn more about your ad choices. Visit megaphone.fm/adchoices On the latest episode of After Earnings with Ann Berry, Coinbase's Chief Legal Officer Paul Grewal breaks down how evolving U.S. regulation, political uncertainty and global inflation are driving a wave of corporate interest in crypto - especially Bitcoin and stablecoins - as reserve assets.


Highlights include:

• Why More Corporations Are Buying Bitcoin Over U.S. Treasuries

• The Genius Act and What It Means for Crypto Regulation

• Is Crypto As Anonymous As You Think?


00:00 - Paul Grewal Joins

01:52 - Corporates Rethinking Crypto on the Balance Sheet

02:28 - Bitcoin Volatility vs Treasury Uncertainty

03:29 - Waning Confidence in Treasuries

04:41 - What's Holding Companies Back From Adopting Crypto?

06:05 - Regulation and Legislation Shaping the Crypto Landscape

07:23 - Why Clarity on Digital Asset Classifications Matters

08:26 - Accounting Challenges and Rule Changes

10:12 - Investors and Common Accounting Frameworks

11:09 - Different Categories of Digital Assets

12:05 - Where Adoption is Happening the Fastest

12:50 - Why Use Stablecoins Over Cash or Bonds?

14:11 - Global Adoption of Stablecoins

14:50 - Security, Trust, and Blockchain Traceability

16:44 - Blockchain: Anonymity vs Traceability

18:10 - Crypto as Inflation Hedge in High-Inflation Countries

19:06 - US Interest in Strategic Digital Asset Reserves

20:05 - Coinbase’s Role in the Corporate Adoption Wave

21:05 - From Retail to Institutional: Coinbase’s Evolution

22:17 - Behind the Scenes: Blue Chips Eyeing Crypto

23:16 - Changing the Coinbase Business Model

24:20 - Will Most of the S&P 500 Adopt Crypto by 2027?


After Earnings is brought to you by Stakeholder Labs and Morning Brew.

For more go to https://www.afterearnings.com


Follow Us

X: https://twitter.com/AfterEarnings

TikTok: https://www.tiktok.com/@AfterEarnings

Instagram: https://www.instagram.com/afterearnings_/


Reach Out

Email: afterearnings@morningbrew.com


$COIN

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1623 no VinFast CIO and VP of IR on Ramping Up: Affordable EVs, New Factories and Emerging Market Focus On the latest episode of After Earnings with Ann Berry, VinFast Chief Investment Officer Chien Nguyen and Vice President of Investor Relations Amandae Baey dive into how VinFast plans to accelerate its global growth in the electric vehicle market. Highlights include:• How VinFast is doubling annual vehicle production• Growing the EV market with affordable models• Asian consumers and the shift from 2-wheelers to 4-wheelersAfter Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/ Reach OutEmail: afterearnings@morningbrew.com $VFS Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 28 Jul 2025 11:00:00 -0000 full Morning Brew On the latest episode of After Earnings with Ann Berry, VinFast Chief Investment Officer Chien Nguyen and Vice President of Investor Relations Amandae Baey dive into how VinFast plans to accelerate its global growth in the electric vehicle market. Highlights include:• How VinFast is doubling annual vehicle production• Growing the EV market with affordable models• Asian consumers and the shift from 2-wheelers to 4-wheelersAfter Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/ Reach OutEmail: afterearnings@morningbrew.com $VFS Learn more about your ad choices. Visit megaphone.fm/adchoices On the latest episode of After Earnings with Ann Berry, VinFast Chief Investment Officer Chien Nguyen and Vice President of Investor Relations Amandae Baey dive into how VinFast plans to accelerate its global growth in the electric vehicle market.


Highlights include:
• How VinFast is doubling annual vehicle production
• Growing the EV market with affordable models
• Asian consumers and the shift from 2-wheelers to 4-wheelers
After Earnings is brought to you by Stakeholder Labs and Morning Brew.


For more go to https://www.afterearnings.com


Follow Us
X: https://twitter.com/AfterEarnings
TikTok: https://www.tiktok.com/@AfterEarnings
Instagram: https://www.instagram.com/afterearnings_/

Reach Out
Email: afterearnings@morningbrew.com

$VFS

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1469 no TurboTax to Credit Karma: How Intuit’s AI Bet Is Paying Off On the latest episode of After Earnings with Ann Berry, Intuit CFO Sandeep Aujla outlines how the company is transforming tax filing, personal finance and small business operations through AI and platform expansion.Highlights include:• Intuit’s new marketing strategy to engage tax-prep customers.• How Intuit is combining human and artificial intelligence to dramatically expand TurboTax Live.• How Intuit is growing QuickBooks by increasing platform adoption among mid-market businesses.00:00 Sandeep Aujla joins01:40 Intuit disrupting the tax category04:47 Blending AI with Human Intelligence on Tax Filing06:41 AI informing Credit Karma08:50 Credit Karma's insight into state of the consumer11:50 Quickbook's move up-market14:19 Scaling platformitization19:16 Rapid fire questionsAfter Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: afterearnings@morningbrew.com$INTU Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 14 Jul 2025 11:00:00 -0000 full Morning Brew On the latest episode of After Earnings with Ann Berry, Intuit CFO Sandeep Aujla outlines how the company is transforming tax filing, personal finance and small business operations through AI and platform expansion.Highlights include:• Intuit’s new marketing strategy to engage tax-prep customers.• How Intuit is combining human and artificial intelligence to dramatically expand TurboTax Live.• How Intuit is growing QuickBooks by increasing platform adoption among mid-market businesses.00:00 Sandeep Aujla joins01:40 Intuit disrupting the tax category04:47 Blending AI with Human Intelligence on Tax Filing06:41 AI informing Credit Karma08:50 Credit Karma's insight into state of the consumer11:50 Quickbook's move up-market14:19 Scaling platformitization19:16 Rapid fire questionsAfter Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: afterearnings@morningbrew.com$INTU Learn more about your ad choices. Visit megaphone.fm/adchoices On the latest episode of After Earnings with Ann Berry, Intuit CFO Sandeep Aujla outlines how the company is transforming tax filing, personal finance and small business operations through AI and platform expansion.
Highlights include:
• Intuit’s new marketing strategy to engage tax-prep customers.
• How Intuit is combining human and artificial intelligence to dramatically expand TurboTax Live.
• How Intuit is growing QuickBooks by increasing platform adoption among mid-market businesses.
00:00 Sandeep Aujla joins
01:40 Intuit disrupting the tax category
04:47 Blending AI with Human Intelligence on Tax Filing
06:41 AI informing Credit Karma
08:50 Credit Karma's insight into state of the consumer
11:50 Quickbook's move up-market
14:19 Scaling platformitization
19:16 Rapid fire questions
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
For more go to https://www.afterearnings.com
Follow Us
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$INTU

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]]> 1390 no CAVA CEO on Winning Customers, Vertical Integration, and Riding the Mediterranean Wave On the latest episode of After Earnings, CAVA CEO Brett Schulman joins Ann Berry to discuss how he is taking on his fast casual rivals with AI, format flexibility and bold flavors. Highlights include:• Why Schulman believes Mediterranean is the next major fast casual wave.• How CAVA tailors store formats and incorporates AI to keep restaurants efficient and reduce food waste.• How CAVA’s vertical integration and long-term supply chain investments have kept down prices. 00:00 Brett Schulman Joins01:09 What CAVA does differently02:39 The rise of mediterranean05:44 Flexible restaurant format14:01 Restaurant automation18:51 Avenues for growth21:22 Would CAVA add breakfast?23:00 Most surprising CAVA location After Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.com Follow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/ Reach OutEmail: afterearnings@morningbrew.com $CAVA Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 30 Jun 2025 11:00:00 -0000 full Morning Brew On the latest episode of After Earnings, CAVA CEO Brett Schulman joins Ann Berry to discuss how he is taking on his fast casual rivals with AI, format flexibility and bold flavors. Highlights include:• Why Schulman believes Mediterranean is the next major fast casual wave.• How CAVA tailors store formats and incorporates AI to keep restaurants efficient and reduce food waste.• How CAVA’s vertical integration and long-term supply chain investments have kept down prices. 00:00 Brett Schulman Joins01:09 What CAVA does differently02:39 The rise of mediterranean05:44 Flexible restaurant format14:01 Restaurant automation18:51 Avenues for growth21:22 Would CAVA add breakfast?23:00 Most surprising CAVA location After Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.com Follow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/ Reach OutEmail: afterearnings@morningbrew.com $CAVA Learn more about your ad choices. Visit megaphone.fm/adchoices On the latest episode of After Earnings, CAVA CEO Brett Schulman joins Ann Berry to discuss how he is taking on his fast casual rivals with AI, format flexibility and bold flavors.


Highlights include:
• Why Schulman believes Mediterranean is the next major fast casual wave.
• How CAVA tailors store formats and incorporates AI to keep restaurants efficient and reduce food waste.
• How CAVA’s vertical integration and long-term supply chain investments have kept down prices.


00:00 Brett Schulman Joins
01:09 What CAVA does differently
02:39 The rise of mediterranean
05:44 Flexible restaurant format
14:01 Restaurant automation
18:51 Avenues for growth
21:22 Would CAVA add breakfast?
23:00 Most surprising CAVA location


After Earnings is brought to you by Stakeholder Labs and Morning Brew.
For more go to https://www.afterearnings.com

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Email: afterearnings@morningbrew.com

$CAVA

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]]> 1553 Okta CEO on Building a Password-Free Future & Developing Standards for AI Security On the latest episode of After Earnings, we spoke with Okta CEO Todd McKinnon about how his company aims to become the one-stop shop for digital ID across all businesses and applications. Highlights include: • How Okta is working toward a password-free future. • Why - when it comes to security - Okta sees itself as the superior choice versus Microsoft every time. • How Okta is responding to the emerging security threats posed by AI and quantum computing. 00:00 START 01:30 Okta vs. Microsoft on security 04:10 Selling to both developers and IT teams 08:34 The future of identity verification 12:55 Security challenges posed by quantum computing 17:40 Developing standards for AI security 19:31 Okta's strong earnings and the market's response $OKTA After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach OutEmail: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 16 Jun 2025 11:00:00 -0000 full Morning Brew On the latest episode of After Earnings, we spoke with Okta CEO Todd McKinnon about how his company aims to become the one-stop shop for digital ID across all businesses and applications. Highlights include: • How Okta is working toward a password-free future. • Why - when it comes to security - Okta sees itself as the superior choice versus Microsoft every time. • How Okta is responding to the emerging security threats posed by AI and quantum computing. 00:00 START 01:30 Okta vs. Microsoft on security 04:10 Selling to both developers and IT teams 08:34 The future of identity verification 12:55 Security challenges posed by quantum computing 17:40 Developing standards for AI security 19:31 Okta's strong earnings and the market's response $OKTA After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach OutEmail: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices On the latest episode of After Earnings, we spoke with Okta CEO Todd McKinnon about how his company aims to become the one-stop shop for digital ID across all businesses and applications.


Highlights include:

• How Okta is working toward a password-free future.

• Why - when it comes to security - Okta sees itself as the superior choice versus Microsoft every time.

• How Okta is responding to the emerging security threats posed by AI and quantum computing.


00:00 START

01:30 Okta vs. Microsoft on security

04:10 Selling to both developers and IT teams

08:34 The future of identity verification

12:55 Security challenges posed by quantum computing

17:40 Developing standards for AI security

19:31 Okta's strong earnings and the market's response


$OKTA


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]]> 1597 Lyft CEO on Silver Riders, Self-Driving Cars, and the $100M Ad Bet On the latest episode of After Earnings, we spoke with Lyft CEO David Risher about designing Lyft Silver for older adults who have been left out of the rideshare boom, how the company is turning its app into a $100 million advertising platform, and what it will take to balance a future of autonomous vehicles with the human touch that keeps rides personal.$LYFT 00:00 START01:21 Lyft Silver: Targeting Older Adults06:01 Commute Rides and Price Lock10:26 Expansion through Acquisitions14:22 Lyft Media and In-App Advertising17:25 AI and Autonomous Rides After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us: X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 02 Jun 2025 12:08:00 -0000 full Morning Brew On the latest episode of After Earnings, we spoke with Lyft CEO David Risher about designing Lyft Silver for older adults who have been left out of the rideshare boom, how the company is turning its app into a $100 million advertising platform, and what it will take to balance a future of autonomous vehicles with the human touch that keeps rides personal.$LYFT 00:00 START01:21 Lyft Silver: Targeting Older Adults06:01 Commute Rides and Price Lock10:26 Expansion through Acquisitions14:22 Lyft Media and In-App Advertising17:25 AI and Autonomous Rides After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us: X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Learn more about your ad choices. Visit megaphone.fm/adchoices On the latest episode of After Earnings, we spoke with Lyft CEO David Risher about designing Lyft Silver for older adults who have been left out of the rideshare boom, how the company is turning its app into a $100 million advertising platform, and what it will take to balance a future of autonomous vehicles with the human touch that keeps rides personal.
$LYFT

00:00 START
01:21 Lyft Silver: Targeting Older Adults
06:01 Commute Rides and Price Lock
10:26 Expansion through Acquisitions
14:22 Lyft Media and In-App Advertising
17:25 AI and Autonomous Rides



After Earnings is brought to you by Stakeholder Labs and Morning Brew.

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]]> 2002 Roblox CEO on Shopping, Socializing, and Selling in 3D On the latest episode of After Earnings, we spoke with Roblox founder and CEO David Baszucki about why gaming is becoming an always-on digital marketplace, how AI is accelerating the work of Roblox creators, and what it’ll take to grow the platform’s share of global gaming spend from 3% to 10%. After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.comFollow Us: X: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/ Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 19 May 2025 11:00:00 -0000 full Morning Brew On the latest episode of After Earnings, we spoke with Roblox founder and CEO David Baszucki about why gaming is becoming an always-on digital marketplace, how AI is accelerating the work of Roblox creators, and what it’ll take to grow the platform’s share of global gaming spend from 3% to 10%. After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.comFollow Us: X: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/ Learn more about your ad choices. Visit megaphone.fm/adchoices On the latest episode of After Earnings, we spoke with Roblox founder and CEO David Baszucki about why gaming is becoming an always-on digital marketplace, how AI is accelerating the work of Roblox creators, and what it’ll take to grow the platform’s share of global gaming spend from 3% to 10%.










After Earnings is brought to you by Stakeholder Labs and Morning Brew.
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]]> 1493 Tariffs, Toys, and the Kidult Takeover with Hasbro On the latest episode of After Earnings, we spoke with Hasbro CFO and COO Gina Goetter about how the company is navigating tariff pressure, why 60% of toy sales now come from adults, and how Hasbro's billion-dollar Magic: The Gathering franchise is driving growth. $HAS 01:03 Tariff Impact on the Toy Industry 02:42 Hasbro's ""Playing to Win"" Strategy 07:10 The Rise of the Kid-Adult Market 09:58 Entertainment and Licensing Ventures 13:11 Wizards of the Coast and Digital Gaming 16:52 Community Engagement and Brand Fandom 23:12 Rapid Fire Questions and Conclusion After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us: X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 12 May 2025 18:57:00 -0000 full Morning Brew On the latest episode of After Earnings, we spoke with Hasbro CFO and COO Gina Goetter about how the company is navigating tariff pressure, why 60% of toy sales now come from adults, and how Hasbro's billion-dollar Magic: The Gathering franchise is driving growth. $HAS 01:03 Tariff Impact on the Toy Industry 02:42 Hasbro's ""Playing to Win"" Strategy 07:10 The Rise of the Kid-Adult Market 09:58 Entertainment and Licensing Ventures 13:11 Wizards of the Coast and Digital Gaming 16:52 Community Engagement and Brand Fandom 23:12 Rapid Fire Questions and Conclusion After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us: X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Learn more about your ad choices. Visit megaphone.fm/adchoices On the latest episode of After Earnings, we spoke with Hasbro CFO and COO Gina Goetter about how the company is navigating tariff pressure, why 60% of toy sales now come from adults, and how Hasbro's billion-dollar Magic: The Gathering franchise is driving growth. $HAS


01:03 Tariff Impact on the Toy Industry

02:42 Hasbro's ""Playing to Win"" Strategy

07:10 The Rise of the Kid-Adult Market

09:58 Entertainment and Licensing Ventures

13:11 Wizards of the Coast and Digital Gaming

16:52 Community Engagement and Brand Fandom

23:12 Rapid Fire Questions and Conclusion





After Earnings is brought to you by Stakeholder Labs and Morning Brew.


For more go to https://www.afterearnings.com



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]]> 1592 When Will Quantum Computing Be Ready for Prime Time? Inside Rigetti’s Big Bet On the latest episode of After Earnings, we spoke with Rigetti CEO Dr. Subodh Kulkarni about quantum science and its applications today. He talked about how Rigetti tries to compete with the quantum computing R&D budgets of Big Tech players, the company's push towards a 100-qubit processor, and the promise of new breakthroughs. $RGTI 00:00 Comparing quantum computers with the human brain 02:15 Qubits versus bits in quantum computing 04:30 The challenges of scaling quantum hardware 06:45 How Rigetti plans to reach 100+ qubits 09:05 The race against Big Tech in quantum development 11:20 Real-world applications of quantum computing 14:10 Why commercialization still faces hurdles 17:00 Rigetti’s vision for the future of quantum computers After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 28 Apr 2025 11:00:00 -0000 full Morning Brew On the latest episode of After Earnings, we spoke with Rigetti CEO Dr. Subodh Kulkarni about quantum science and its applications today. He talked about how Rigetti tries to compete with the quantum computing R&D budgets of Big Tech players, the company's push towards a 100-qubit processor, and the promise of new breakthroughs. $RGTI 00:00 Comparing quantum computers with the human brain 02:15 Qubits versus bits in quantum computing 04:30 The challenges of scaling quantum hardware 06:45 How Rigetti plans to reach 100+ qubits 09:05 The race against Big Tech in quantum development 11:20 Real-world applications of quantum computing 14:10 Why commercialization still faces hurdles 17:00 Rigetti’s vision for the future of quantum computers After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Learn more about your ad choices. Visit megaphone.fm/adchoices

On the latest episode of After Earnings, we spoke with Rigetti CEO Dr. Subodh Kulkarni about quantum science and its applications today. He talked about how Rigetti tries to compete with the quantum computing R&D budgets of Big Tech players, the company's push towards a 100-qubit processor, and the promise of new breakthroughs. $RGTI


00:00 Comparing quantum computers with the human brain

02:15 Qubits versus bits in quantum computing

04:30 The challenges of scaling quantum hardware

06:45 How Rigetti plans to reach 100+ qubits

09:05 The race against Big Tech in quantum development

11:20 Real-world applications of quantum computing

14:10 Why commercialization still faces hurdles

17:00 Rigetti’s vision for the future of quantum computers


After Earnings is brought to you by Stakeholder Labs and Morning Brew.


For more go to https://www.afterearnings.com



Follow Us


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TikTok: https://www.tiktok.com/@AfterEarnings


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Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1460 Grab and Go: How Super Apps Are Changing the Game On this episode of After Earnings, Ann Berry sits down with Grab CFO Peter Oey. Grab is a leading super app in Southeast Asia, offering everything from ride-hailing to food delivery, grocery services, and digital payments. The company went public via a $40B SPAC in 2021, but its stock has since dropped 64% as it works toward profitability. Still, growth hasn’t slowed; revenue rose 19% in 2024, and its digital bank, GXS, now holds $1.2 billion in deposits. We spoke with Peter about whether super apps can become profitable, and why Southeast Asia is worth watching. $GRAB 00:15 What a super app is and why the U.S. doesn’t have one (yet) 02:35 How 44M users rely on Grab daily for rides, food, and more 05:05 Why Grab spends big on incentives to grow new features 08:20 Grab’s path to sustained profitability and cash flow 09:46 How AI powers voice orders, merchant bots, and driver copilots 13:40 Using data to personalize ads and credit score users 15:15 Grab’s growth playbook: more cities, more services, more users After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 14 Apr 2025 11:00:00 -0000 full Morning Brew On this episode of After Earnings, Ann Berry sits down with Grab CFO Peter Oey. Grab is a leading super app in Southeast Asia, offering everything from ride-hailing to food delivery, grocery services, and digital payments. The company went public via a $40B SPAC in 2021, but its stock has since dropped 64% as it works toward profitability. Still, growth hasn’t slowed; revenue rose 19% in 2024, and its digital bank, GXS, now holds $1.2 billion in deposits. We spoke with Peter about whether super apps can become profitable, and why Southeast Asia is worth watching. $GRAB 00:15 What a super app is and why the U.S. doesn’t have one (yet) 02:35 How 44M users rely on Grab daily for rides, food, and more 05:05 Why Grab spends big on incentives to grow new features 08:20 Grab’s path to sustained profitability and cash flow 09:46 How AI powers voice orders, merchant bots, and driver copilots 13:40 Using data to personalize ads and credit score users 15:15 Grab’s growth playbook: more cities, more services, more users After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices On this episode of After Earnings, Ann Berry sits down with Grab CFO Peter Oey. Grab is a leading super app in Southeast Asia, offering everything from ride-hailing to food delivery, grocery services, and digital payments. The company went public via a $40B SPAC in 2021, but its stock has since dropped 64% as it works toward profitability. Still, growth hasn’t slowed; revenue rose 19% in 2024, and its digital bank, GXS, now holds $1.2 billion in deposits. We spoke with Peter about whether super apps can become profitable, and why Southeast Asia is worth watching.


$GRAB


00:15 What a super app is and why the U.S. doesn’t have one (yet)

02:35 How 44M users rely on Grab daily for rides, food, and more

05:05 Why Grab spends big on incentives to grow new features

08:20 Grab’s path to sustained profitability and cash flow

09:46 How AI powers voice orders, merchant bots, and driver copilots

13:40 Using data to personalize ads and credit score users

15:15 Grab’s growth playbook: more cities, more services, more users



After Earnings is brought to you by Stakeholder Labs and Morning Brew.


For more go to https://www.afterearnings.com



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]]> 1569 How Adobe Will Compete with Free AI Tools and Protect Users' IP with CFO Dan Durn On this episode of After Earnings, Ann Berry sits down with Adobe CFO Dan Durn to unpack the company’s strategy as free generative AI tools flood the market. Adobe is expanding its focus beyond professional creatives to attract everyday users and businesses, with Firefly AI now integrated into its core products, enabling features like text-to-video and automated image enhancements. The company kicked off 2025 with $5.7 billion in Q1 revenue, up 10% from last year, and nearly $2.5 billion in operating cash flow. Still, the market is questioning whether $125 million in revenue from AI-powered tools is enough, as Adobe’s stock remains down more than 22% over the past year. $ADBE 00:00 START 02:32 Adobe's Cloud Services Explained 04:38 Competing in the AI Landscape 08:46 Adobe's Innovation and Market Position 11:11 Customer Trust and IP Protection 13:18 Future Outlook and Market Confidence 16:17 Rapid Fire Questions After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to http://www.afterearnings.com Follow Us X: / afterearnings TikTok: / afterearnings Instagram: / afterearnings_ Episodes Spotify: https://open.spotify.com/show/5I5q3LI... Apple: https://podcasts.apple.com/us/podcast... Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 07 Apr 2025 11:00:00 -0000 full Morning Brew On this episode of After Earnings, Ann Berry sits down with Adobe CFO Dan Durn to unpack the company’s strategy as free generative AI tools flood the market. Adobe is expanding its focus beyond professional creatives to attract everyday users and businesses, with Firefly AI now integrated into its core products, enabling features like text-to-video and automated image enhancements. The company kicked off 2025 with $5.7 billion in Q1 revenue, up 10% from last year, and nearly $2.5 billion in operating cash flow. Still, the market is questioning whether $125 million in revenue from AI-powered tools is enough, as Adobe’s stock remains down more than 22% over the past year. $ADBE 00:00 START 02:32 Adobe's Cloud Services Explained 04:38 Competing in the AI Landscape 08:46 Adobe's Innovation and Market Position 11:11 Customer Trust and IP Protection 13:18 Future Outlook and Market Confidence 16:17 Rapid Fire Questions After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to http://www.afterearnings.com Follow Us X: / afterearnings TikTok: / afterearnings Instagram: / afterearnings_ Episodes Spotify: https://open.spotify.com/show/5I5q3LI... Apple: https://podcasts.apple.com/us/podcast... Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices On this episode of After Earnings, Ann Berry sits down with Adobe CFO Dan Durn to unpack the company’s strategy as free generative AI tools flood the market. Adobe is expanding its focus beyond professional creatives to attract everyday users and businesses, with Firefly AI now integrated into its core products, enabling features like text-to-video and automated image enhancements. The company kicked off 2025 with $5.7 billion in Q1 revenue, up 10% from last year, and nearly $2.5 billion in operating cash flow. Still, the market is questioning whether $125 million in revenue from AI-powered tools is enough, as Adobe’s stock remains down more than 22% over the past year.



$ADBE


00:00 START

02:32 Adobe's Cloud Services Explained

04:38 Competing in the AI Landscape

08:46 Adobe's Innovation and Market Position

11:11 Customer Trust and IP Protection

13:18 Future Outlook and Market Confidence

16:17 Rapid Fire Questions




After Earnings is brought to you by Stakeholder Labs and Morning Brew.


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Follow Us


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Episodes

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]]> 1197 A New Pursuit: A Travel-Focused Future with CEO David Barry On After Earnings, Ann Berry chats with Pursuit CEO David Barry about the booming demand for adventure travel. From the White Lotus Effect to wellness tourism, acquisitions, and wildfires, they cover it all... including how a weak Canadian dollar and national park cuts could shake up the industry. $PRSU 00:00 START 00:51 Media like White Lotus fuels travel trends. 04:02 Recent acquisitions expand Pursuit’s footprint. 08:08 International tourism rebounds post-COVID. 10:25 Exchange rates and tariffs impact travel demand. 12:05 Wildfires hit Jasper, but recovery is strong. 17:32 National park budget cuts raise concerns. 19:44 Rebrand strengthens Pursuit’s identity. After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Sun, 23 Mar 2025 23:00:00 -0000 full Morning Brew On After Earnings, Ann Berry chats with Pursuit CEO David Barry about the booming demand for adventure travel. From the White Lotus Effect to wellness tourism, acquisitions, and wildfires, they cover it all... including how a weak Canadian dollar and national park cuts could shake up the industry. $PRSU 00:00 START 00:51 Media like White Lotus fuels travel trends. 04:02 Recent acquisitions expand Pursuit’s footprint. 08:08 International tourism rebounds post-COVID. 10:25 Exchange rates and tariffs impact travel demand. 12:05 Wildfires hit Jasper, but recovery is strong. 17:32 National park budget cuts raise concerns. 19:44 Rebrand strengthens Pursuit’s identity. After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices On After Earnings, Ann Berry chats with Pursuit CEO David Barry about the booming demand for adventure travel. From the White Lotus Effect to wellness tourism, acquisitions, and wildfires, they cover it all... including how a weak Canadian dollar and national park cuts could shake up the industry.


$PRSU


00:00 START

00:51 Media like White Lotus fuels travel trends.

04:02 Recent acquisitions expand Pursuit’s footprint.

08:08 International tourism rebounds post-COVID.

10:25 Exchange rates and tariffs impact travel demand.

12:05 Wildfires hit Jasper, but recovery is strong.

17:32 National park budget cuts raise concerns.

19:44 Rebrand strengthens Pursuit’s identity.




After Earnings is brought to you by Stakeholder Labs and Morning Brew.


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]]> 1566 Why tastytrade Thinks Retail Investors Can Beat Institutions On this episode of After Earnings, Ann Berry sat down with tastytrade’s Tom Sosnoff to discuss his journey and the changing landscape of retail trading. Retail investors now account for 20-30% of U.S. trading volume, and platforms like tastytrade are evolving to support them. Focused on education and data-driven trading, tastytrade offers live market insights, strategy content, and tools for active investors. Highlights from their conversation included discussions about the future of retail trading, such as 24/5 markets and crypto, and the perks that retail investors enjoy over institutions. https://tastytrade.com/ 00:00 START 02:29 tastytrade’s Current Landscape 06:17 Digital Assets and Bitcoin 10:58 Expanding the Investing Audience 16:57 24-Hour Trading and Retail Investors After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 17 Mar 2025 11:01:00 -0000 full Morning Brew On this episode of After Earnings, Ann Berry sat down with tastytrade’s Tom Sosnoff to discuss his journey and the changing landscape of retail trading. Retail investors now account for 20-30% of U.S. trading volume, and platforms like tastytrade are evolving to support them. Focused on education and data-driven trading, tastytrade offers live market insights, strategy content, and tools for active investors. Highlights from their conversation included discussions about the future of retail trading, such as 24/5 markets and crypto, and the perks that retail investors enjoy over institutions. https://tastytrade.com/ 00:00 START 02:29 tastytrade’s Current Landscape 06:17 Digital Assets and Bitcoin 10:58 Expanding the Investing Audience 16:57 24-Hour Trading and Retail Investors After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices On this episode of After Earnings, Ann Berry sat down with tastytrade’s Tom Sosnoff to discuss his journey and the changing landscape of retail trading. Retail investors now account for 20-30% of U.S. trading volume, and platforms like tastytrade are evolving to support them. Focused on education and data-driven trading, tastytrade offers live market insights, strategy content, and tools for active investors. Highlights from their conversation included discussions about the future of retail trading, such as 24/5 markets and crypto, and the perks that retail investors enjoy over institutions.


https://tastytrade.com/


00:00 START

02:29 tastytrade’s Current Landscape

06:17 Digital Assets and Bitcoin

10:58 Expanding the Investing Audience

16:57 24-Hour Trading and Retail Investors




After Earnings is brought to you by Stakeholder Labs and Morning Brew.


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]]> 1874 Cutting the Cord: AT&T’s Push Beyond Landlines and Legacy Tech with CFO Pascal Desroches On the latest After Earnings, AT&T CFO Pascal Desroches joins Ann Berry to unpack the company’s strategy, investments, and competitive landscape. They dive into AT&T’s $22 billion fiber push, its plan to connect 80% of U.S. homes by 2030, and how it’s streamlining operations to focus on core telecom services. $T 00:00 START 00:45 Core Business Lines: Mobile and Fiber Services 01:34 Recent Earnings and Performance 02:05 Enterprise Services and Challenges 05:40 Spectrum Acquisitions and Satellite Communications 09:15 Investments in Fiber and Wireless 16:55 Political and Regulatory Impacts After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 03 Mar 2025 12:00:00 -0000 full Morning Brew On the latest After Earnings, AT&T CFO Pascal Desroches joins Ann Berry to unpack the company’s strategy, investments, and competitive landscape. They dive into AT&T’s $22 billion fiber push, its plan to connect 80% of U.S. homes by 2030, and how it’s streamlining operations to focus on core telecom services. $T 00:00 START 00:45 Core Business Lines: Mobile and Fiber Services 01:34 Recent Earnings and Performance 02:05 Enterprise Services and Challenges 05:40 Spectrum Acquisitions and Satellite Communications 09:15 Investments in Fiber and Wireless 16:55 Political and Regulatory Impacts After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices On the latest After Earnings, AT&T CFO Pascal Desroches joins Ann Berry to unpack the company’s strategy, investments, and competitive landscape. They dive into AT&T’s $22 billion fiber push, its plan to connect 80% of U.S. homes by 2030, and how it’s streamlining operations to focus on core telecom services. $T


00:00 START

00:45 Core Business Lines: Mobile and Fiber Services

01:34 Recent Earnings and Performance

02:05 Enterprise Services and Challenges

05:40 Spectrum Acquisitions and Satellite Communications

09:15 Investments in Fiber and Wireless

16:55 Political and Regulatory Impacts




After Earnings is brought to you by Stakeholder Labs and Morning Brew.


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]]> 1602 Beyond the Burrito: Chipotle’s Next Chapter in Growth and Technology with CFO Adam Rymer Chipotle's ($CMG) stock is up 70% in two years, making it the third-largest U.S. restaurant chain by market value, nearing $80 billion. In 2024, revenue rose 14.6% to $11.3 billion, with slightly improved operating margins. However, investors expected a stronger 2025 outlook than the company's projected low-to-mid single-digit growth in same-store sales. CFO Adam Rymer spoke with Ann Berry about Chipotle's success, highlighting its Cultivate Next Fund venture arm, Chipotlanes for mobile order pickups, and the brand’s reputation for generous portions. $CMG 00:00 START 02:13 The Rise of “Chipotlanes” 06:47 Portion Sizes and Value Proposition 08:39 Impact of Mobile Ordering 11:01 Seasonal Trends and International Expansion 14:31 Ownership Model 17:42 Rapid Fire Questions After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 24 Feb 2025 12:00:00 -0000 full Morning Brew Chipotle's ($CMG) stock is up 70% in two years, making it the third-largest U.S. restaurant chain by market value, nearing $80 billion. In 2024, revenue rose 14.6% to $11.3 billion, with slightly improved operating margins. However, investors expected a stronger 2025 outlook than the company's projected low-to-mid single-digit growth in same-store sales. CFO Adam Rymer spoke with Ann Berry about Chipotle's success, highlighting its Cultivate Next Fund venture arm, Chipotlanes for mobile order pickups, and the brand’s reputation for generous portions. $CMG 00:00 START 02:13 The Rise of “Chipotlanes” 06:47 Portion Sizes and Value Proposition 08:39 Impact of Mobile Ordering 11:01 Seasonal Trends and International Expansion 14:31 Ownership Model 17:42 Rapid Fire Questions After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Chipotle's ($CMG) stock is up 70% in two years, making it the third-largest U.S. restaurant chain by market value, nearing $80 billion. In 2024, revenue rose 14.6% to $11.3 billion, with slightly improved operating margins. However, investors expected a stronger 2025 outlook than the company's projected low-to-mid single-digit growth in same-store sales. CFO Adam Rymer spoke with Ann Berry about Chipotle's success, highlighting its Cultivate Next Fund venture arm, Chipotlanes for mobile order pickups, and the brand’s reputation for generous portions. $CMG



00:00 START

02:13 The Rise of “Chipotlanes”

06:47 Portion Sizes and Value Proposition

08:39 Impact of Mobile Ordering

11:01 Seasonal Trends and International Expansion

14:31 Ownership Model

17:42 Rapid Fire Questions



After Earnings is brought to you by Stakeholder Labs and Morning Brew.


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]]> 1404 Synopsys: Unpacking Silicon & Systems in the Age of AI With the CHIPS Act, rocketship growth in AI and a long trend of automation, companies like Synopsys ($SNPS) are getting unprecedented investor attention. On the latest episode of After Earnings, CFO Shelagh Glaser joined Ann Berry to discuss: • Source of record revenue growth to $6B in 2024 • The $35B acquisition of $ANSS + partnerships with $NVDA, $AMZN, and $TSM • Executing on AI-driven growth in 2025 $SNPS After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more, go to https://www.afterearnings.com. Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 10 Feb 2025 20:00:00 -0000 full Morning Brew With the CHIPS Act, rocketship growth in AI and a long trend of automation, companies like Synopsys ($SNPS) are getting unprecedented investor attention. On the latest episode of After Earnings, CFO Shelagh Glaser joined Ann Berry to discuss: • Source of record revenue growth to $6B in 2024 • The $35B acquisition of $ANSS + partnerships with $NVDA, $AMZN, and $TSM • Executing on AI-driven growth in 2025 $SNPS After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more, go to https://www.afterearnings.com. Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices With the CHIPS Act, rocketship growth in AI and a long trend of automation, companies like Synopsys ($SNPS) are getting unprecedented investor attention. On the latest episode of After Earnings, CFO Shelagh Glaser joined Ann Berry to discuss:

• Source of record revenue growth to $6B in 2024

• The $35B acquisition of $ANSS + partnerships with $NVDA, $AMZN, and $TSM

• Executing on AI-driven growth in 2025


$SNPS


After Earnings is brought to you by Stakeholder Labs and Morning Brew.


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]]> 1639 Royal Caribbean CFO Naftali Holtz on wooing millennials, bigger cruise ships, and the future of land vacations The cruise industry is booming, with 37 million passengers expected this year. Royal Caribbean Group, one of the world's largest cruise operators, with 66 ships visiting ~1,000 destinations, saw its stock surge after reporting strong 2024 earnings growth and record new bookings. Ann Berry spoke with CFO Naftali Holtz to break down why - and to address public perception of the sector's impact on the environment. $RCL 00:00 START 01:24 Appeal to Younger Generations 03:16 Environmental and Sustainability Efforts 07:30 Expansion into River Cruises 09:46 Loyalty Programs and Digital Innovations 15:09 Private Destinations and Land-Based Ventures 17:59 Financial Strategy and Future Outlook After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more, go to https://www.afterearnings.com. Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 03 Feb 2025 13:09:00 -0000 full Morning Brew The cruise industry is booming, with 37 million passengers expected this year. Royal Caribbean Group, one of the world's largest cruise operators, with 66 ships visiting ~1,000 destinations, saw its stock surge after reporting strong 2024 earnings growth and record new bookings. Ann Berry spoke with CFO Naftali Holtz to break down why - and to address public perception of the sector's impact on the environment. $RCL 00:00 START 01:24 Appeal to Younger Generations 03:16 Environmental and Sustainability Efforts 07:30 Expansion into River Cruises 09:46 Loyalty Programs and Digital Innovations 15:09 Private Destinations and Land-Based Ventures 17:59 Financial Strategy and Future Outlook After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more, go to https://www.afterearnings.com. Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices The cruise industry is booming, with 37 million passengers expected this year. Royal Caribbean Group, one of the world's largest cruise operators, with 66 ships visiting ~1,000 destinations, saw its stock surge after reporting strong 2024 earnings growth and record new bookings. Ann Berry spoke with CFO Naftali Holtz to break down why - and to address public perception of the sector's impact on the environment.


$RCL


00:00 START

01:24 Appeal to Younger Generations

03:16 Environmental and Sustainability Efforts

07:30 Expansion into River Cruises

09:46 Loyalty Programs and Digital Innovations

15:09 Private Destinations and Land-Based Ventures

17:59 Financial Strategy and Future Outlook


After Earnings is brought to you by Stakeholder Labs and Morning Brew.



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]]> 1561 Plant-based Food: Hype or the Future? The food industry has seen a surge in plant-based and lab-grown alternatives, with Beyond Meat going public in 2019 and Oatly following in 2021. Pat Brown founded Impossible Foods in 2011. Despite the recent challenges faced by Beyond Meat and Oatly, Pat remains committed to his mission, now focusing on tackling climate change and reducing carbon emissions. 00:00 START 00:24 The Rise and Challenges of Impossible Foods 04:53 The Wild Hope Mission Impossible Documentary 07:15 Debates on the Healthiness of Meat Replacement Burger Patties 10:11 Lab-Grown Meat: Hype or Hope? 14:45 Affordability of Meat Alternatives 19:35 Will New US Public Policies Support Farmers in Transitioning to Sustainable Cattle Farming? After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more, go to https://www.afterearnings.com. Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 27 Jan 2025 12:00:00 -0000 full Morning Brew The food industry has seen a surge in plant-based and lab-grown alternatives, with Beyond Meat going public in 2019 and Oatly following in 2021. Pat Brown founded Impossible Foods in 2011. Despite the recent challenges faced by Beyond Meat and Oatly, Pat remains committed to his mission, now focusing on tackling climate change and reducing carbon emissions. 00:00 START 00:24 The Rise and Challenges of Impossible Foods 04:53 The Wild Hope Mission Impossible Documentary 07:15 Debates on the Healthiness of Meat Replacement Burger Patties 10:11 Lab-Grown Meat: Hype or Hope? 14:45 Affordability of Meat Alternatives 19:35 Will New US Public Policies Support Farmers in Transitioning to Sustainable Cattle Farming? After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more, go to https://www.afterearnings.com. Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices The food industry has seen a surge in plant-based and lab-grown alternatives, with Beyond Meat going public in 2019 and Oatly following in 2021. Pat Brown founded Impossible Foods in 2011. Despite the recent challenges faced by Beyond Meat and Oatly, Pat remains committed to his mission, now focusing on tackling climate change and reducing carbon emissions.


00:00 START

00:24 The Rise and Challenges of Impossible Foods

04:53 The Wild Hope Mission Impossible Documentary

07:15 Debates on the Healthiness of Meat Replacement Burger Patties

10:11 Lab-Grown Meat: Hype or Hope?

14:45 Affordability of Meat Alternatives

19:35 Will New US Public Policies Support Farmers in Transitioning to Sustainable Cattle Farming?


After Earnings is brought to you by Stakeholder Labs and Morning Brew.



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]]> 1456 Flip Phones Are Back?! Plus, Navigating Changing Administrations with Lenovo On this episode of After Earnings, Ann Berry chats with Ryan McCurdy, President of North America at Lenovo. Ryan, who joined Lenovo in September 2023 after over 20 years at Intel, discusses how the company's new marketing partnerships with FIFA, F1, and celebrity endorsements, including Paris Hilton, have boosted brand awareness. He also shares his insights on the PC replacement cycle, Lenovo's strategies for growth, and more. $LNVGY 00:00 START 04:46 Brand Awareness and Technology Showcases 08:28 Smartphone Market Growth and AI Features 13:13 AI Integration in Sales and Marketing 16:48 Infrastructure Solutions and AI Partnerships 21:02 IT Services After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more, go to https://www.afterearnings.com. Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 13 Jan 2025 12:00:00 -0000 full Morning Brew On this episode of After Earnings, Ann Berry chats with Ryan McCurdy, President of North America at Lenovo. Ryan, who joined Lenovo in September 2023 after over 20 years at Intel, discusses how the company's new marketing partnerships with FIFA, F1, and celebrity endorsements, including Paris Hilton, have boosted brand awareness. He also shares his insights on the PC replacement cycle, Lenovo's strategies for growth, and more. $LNVGY 00:00 START 04:46 Brand Awareness and Technology Showcases 08:28 Smartphone Market Growth and AI Features 13:13 AI Integration in Sales and Marketing 16:48 Infrastructure Solutions and AI Partnerships 21:02 IT Services After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more, go to https://www.afterearnings.com. Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices On this episode of After Earnings, Ann Berry chats with Ryan McCurdy, President of North America at Lenovo. Ryan, who joined Lenovo in September 2023 after over 20 years at Intel, discusses how the company's new marketing partnerships with FIFA, F1, and celebrity endorsements, including Paris Hilton, have boosted brand awareness. He also shares his insights on the PC replacement cycle, Lenovo's strategies for growth, and more.


$LNVGY


00:00 START

04:46 Brand Awareness and Technology Showcases

08:28 Smartphone Market Growth and AI Features

13:13 AI Integration in Sales and Marketing

16:48 Infrastructure Solutions and AI Partnerships

21:02 IT Services


After Earnings is brought to you by Stakeholder Labs and Morning Brew.


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]]> 1525 How Lemonade Uses AI to Compete in the MASSIVE Insurance Market Lemonade, founded in 2015, has harnessed AI to revolutionize insurance products and operations. CEO Daniel Schreiber joins host Ann Berry to share his vision for growing the business 10x. They dive into AI’s role in expanding into auto insurance, the use of “synthetic agents” to drive cash flow with General Catalyst, and the psychology behind insurance fraud. $LMND 00:27 Lemonade’s Business Model and Growth 00:51 Financial Performance and Market Challenges 02:18 Deep Dive into Auto Insurance 04:20 AI and Telematics in Car Insurance 07:29 AI in Customer Acquisition and Retention 11:33 Synthetic Agents and Financial Strategy 24:16 Philanthropy and Social Impact After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 30 Dec 2024 12:00:00 -0000 full Morning Brew Lemonade, founded in 2015, has harnessed AI to revolutionize insurance products and operations. CEO Daniel Schreiber joins host Ann Berry to share his vision for growing the business 10x. They dive into AI’s role in expanding into auto insurance, the use of “synthetic agents” to drive cash flow with General Catalyst, and the psychology behind insurance fraud. $LMND 00:27 Lemonade’s Business Model and Growth 00:51 Financial Performance and Market Challenges 02:18 Deep Dive into Auto Insurance 04:20 AI and Telematics in Car Insurance 07:29 AI in Customer Acquisition and Retention 11:33 Synthetic Agents and Financial Strategy 24:16 Philanthropy and Social Impact After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Lemonade, founded in 2015, has harnessed AI to revolutionize insurance products and operations. CEO Daniel Schreiber joins host Ann Berry to share his vision for growing the business 10x. They dive into AI’s role in expanding into auto insurance, the use of “synthetic agents” to drive cash flow with General Catalyst, and the psychology behind insurance fraud.


$LMND


00:27 Lemonade’s Business Model and Growth

00:51 Financial Performance and Market Challenges

02:18 Deep Dive into Auto Insurance

04:20 AI and Telematics in Car Insurance

07:29 AI in Customer Acquisition and Retention

11:33 Synthetic Agents and Financial Strategy

24:16 Philanthropy and Social Impact


After Earnings is brought to you by Stakeholder Labs and Morning Brew.


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]]> 1935 How Roku Empowers Small Businesses in the Streaming Era This week, Ann sits down with Roku CFO Dan Jedda to discuss the company’s content strategy, growth in ad revenue, and new products designed for small and medium-sized business clients. The episode explores whether TVs will ever be profitable for Roku, the role of ads in Roku City, and how partnerships with Instacart and Trade Desk are shaping the company’s future. $ROKU 00:00 START 00:33 Roku’s Revenue Streams 02:02 Roku’s Advertising Strategy 05:17 Financial Performance and Future Growth 10:30 Ad Partnerships and Innovations 14:12 Targeting SMB 18:54 Roku’s Competitive Advantage and Moat After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com. Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 16 Dec 2024 12:00:00 -0000 full Morning Brew This week, Ann sits down with Roku CFO Dan Jedda to discuss the company’s content strategy, growth in ad revenue, and new products designed for small and medium-sized business clients. The episode explores whether TVs will ever be profitable for Roku, the role of ads in Roku City, and how partnerships with Instacart and Trade Desk are shaping the company’s future. $ROKU 00:00 START 00:33 Roku’s Revenue Streams 02:02 Roku’s Advertising Strategy 05:17 Financial Performance and Future Growth 10:30 Ad Partnerships and Innovations 14:12 Targeting SMB 18:54 Roku’s Competitive Advantage and Moat After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com. Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices This week, Ann sits down with Roku CFO Dan Jedda to discuss the company’s content strategy, growth in ad revenue, and new products designed for small and medium-sized business clients. The episode explores whether TVs will ever be profitable for Roku, the role of ads in Roku City, and how partnerships with Instacart and Trade Desk are shaping the company’s future.


$ROKU


00:00 START

00:33 Roku’s Revenue Streams

02:02 Roku’s Advertising Strategy

05:17 Financial Performance and Future Growth

10:30 Ad Partnerships and Innovations

14:12 Targeting SMB

18:54 Roku’s Competitive Advantage and Moat


After Earnings is brought to you by Stakeholder Labs and Morning Brew.


For more go to https://www.afterearnings.com.


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]]> 1518 Salesforce CEO Marc Benioff on the "AI Labor Force," AI Bubble Risks, & Tech in the New Government In this episode, Salesforce founder and CEO Marc Benioff sits down with Ann Berry to discuss the company's growing Agentforce product, valuations in the AI sector today and Salesforce's track record in start up investing. Ann also asks Marc if we will see him working with Elon Musk on DOGE, and whether Twitter / X is an asset he wished he'd bought. $CRM 0:00 START 01:54 The Impact of AgentForce 03:04 AI Bubble and Market Valuations 06:00 AgentForce in Action: Heathrow Airport 07:51 AgentForce vs. Microsoft's CoPilot 09:17 Balancing Human and Digital Workforce 11:47 Government Applications of AgentForce 13:01 Mark Benioff on Public Service and Politics 19:44 Salesforce's Acquisition Strategy 22:37 RTO and Leadership 24:08 Succession Planning at Salesforce 26:43 AI Startups and Industry Leaders After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com. Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 09 Dec 2024 12:00:00 -0000 full Morning Brew In this episode, Salesforce founder and CEO Marc Benioff sits down with Ann Berry to discuss the company's growing Agentforce product, valuations in the AI sector today and Salesforce's track record in start up investing. Ann also asks Marc if we will see him working with Elon Musk on DOGE, and whether Twitter / X is an asset he wished he'd bought. $CRM 0:00 START 01:54 The Impact of AgentForce 03:04 AI Bubble and Market Valuations 06:00 AgentForce in Action: Heathrow Airport 07:51 AgentForce vs. Microsoft's CoPilot 09:17 Balancing Human and Digital Workforce 11:47 Government Applications of AgentForce 13:01 Mark Benioff on Public Service and Politics 19:44 Salesforce's Acquisition Strategy 22:37 RTO and Leadership 24:08 Succession Planning at Salesforce 26:43 AI Startups and Industry Leaders After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com. Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode, Salesforce founder and CEO Marc Benioff sits down with Ann Berry to discuss the company's growing Agentforce product, valuations in the AI sector today and Salesforce's track record in start up investing. Ann also asks Marc if we will see him working with Elon Musk on DOGE, and whether Twitter / X is an asset he wished he'd bought.


$CRM


0:00 START

01:54 The Impact of AgentForce

03:04 AI Bubble and Market Valuations

06:00 AgentForce in Action: Heathrow Airport

07:51 AgentForce vs. Microsoft's CoPilot

09:17 Balancing Human and Digital Workforce

11:47 Government Applications of AgentForce

13:01 Mark Benioff on Public Service and Politics

19:44 Salesforce's Acquisition Strategy

22:37 RTO and Leadership

24:08 Succession Planning at Salesforce

26:43 AI Startups and Industry Leaders


After Earnings is brought to you by Stakeholder Labs and Morning Brew.


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]]> 1920 How AI Could Impact Your Credit Score with Upstart CEO Dave Girouard In this episode of After Earnings, Ann speaks with Upstart CEO and co-founder Dave Girouard about how the company uses AI to assess creditworthiness. Dave shares insights on the limitations of FICO scores, Upstart’s data points, recent earnings, and growth strategies. $UPST 00:00 Start 00:25 Limitations of FICO Scores 00:50 New Approaches by Fintech Companies 01:42 Upstart’s Credit Assessment 02:22 AI and Creditworthiness 05:10 Addressing Bias in Credit Access 06:22 Upstart’s Macroeconomic Insights 09:06 Challenges with Buy Now, Pay Later 10:11 Upstart’s Business Model and Partnerships 13:28 Recent Earnings and Market Reactions 25:13 Future Growth and AI in Lending After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 25 Nov 2024 19:21:00 -0000 full Morning Brew In this episode of After Earnings, Ann speaks with Upstart CEO and co-founder Dave Girouard about how the company uses AI to assess creditworthiness. Dave shares insights on the limitations of FICO scores, Upstart’s data points, recent earnings, and growth strategies. $UPST 00:00 Start 00:25 Limitations of FICO Scores 00:50 New Approaches by Fintech Companies 01:42 Upstart’s Credit Assessment 02:22 AI and Creditworthiness 05:10 Addressing Bias in Credit Access 06:22 Upstart’s Macroeconomic Insights 09:06 Challenges with Buy Now, Pay Later 10:11 Upstart’s Business Model and Partnerships 13:28 Recent Earnings and Market Reactions 25:13 Future Growth and AI in Lending After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of After Earnings, Ann speaks with Upstart CEO and co-founder Dave Girouard about how the company uses AI to assess creditworthiness. Dave shares insights on the limitations of FICO scores, Upstart’s data points, recent earnings, and growth strategies.

$UPST

00:00 Start

00:25 Limitations of FICO Scores

00:50 New Approaches by Fintech Companies

01:42 Upstart’s Credit Assessment

02:22 AI and Creditworthiness

05:10 Addressing Bias in Credit Access

06:22 Upstart’s Macroeconomic Insights

09:06 Challenges with Buy Now, Pay Later

10:11 Upstart’s Business Model and Partnerships

13:28 Recent Earnings and Market Reactions

25:13 Future Growth and AI in Lending



After Earnings is brought to you by Stakeholder Labs and Morning Brew.


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]]> 1847 Zoetis: The Major Player in the $500B Pet Market You May Not Have Heard Of The pet industry is growing fast and could reach a global market size of half a trillion dollars by 2032. This episode looks at why people bought more pets during COVID, the trend of treating pets like family, and key public companies in the pet space, like Zoetis. Zoetis Executive Vice President and CFO Wetteny Joseph shares how the company works in both companion and production animal health. He talks about their top products, research investments, use of AI, and strong financial results. Despite challenges, Zoetis keeps pushing for innovation and profit in animal health. $ZTS 00:00 START  00:26 The Rise of Zoetis in Animal Health 02:10 Zoetis' Focus on Companion Animals 03:21 Innovations in Pet Care Products 05:06 Challenges and Opportunities in Pet Health 09:06 Zoetis' Livestock Business Insights 14:02 Global Market Trends and R&D Priorities 17:41 The Role of AI in Animal Health After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 12 Nov 2024 12:00:00 -0000 full Morning Brew The pet industry is growing fast and could reach a global market size of half a trillion dollars by 2032. This episode looks at why people bought more pets during COVID, the trend of treating pets like family, and key public companies in the pet space, like Zoetis. Zoetis Executive Vice President and CFO Wetteny Joseph shares how the company works in both companion and production animal health. He talks about their top products, research investments, use of AI, and strong financial results. Despite challenges, Zoetis keeps pushing for innovation and profit in animal health. $ZTS 00:00 START  00:26 The Rise of Zoetis in Animal Health 02:10 Zoetis' Focus on Companion Animals 03:21 Innovations in Pet Care Products 05:06 Challenges and Opportunities in Pet Health 09:06 Zoetis' Livestock Business Insights 14:02 Global Market Trends and R&D Priorities 17:41 The Role of AI in Animal Health After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices The pet industry is growing fast and could reach a global market size of half a trillion dollars by 2032. This episode looks at why people bought more pets during COVID, the trend of treating pets like family, and key public companies in the pet space, like Zoetis. Zoetis Executive Vice President and CFO Wetteny Joseph shares how the company works in both companion and production animal health. He talks about their top products, research investments, use of AI, and strong financial results. Despite challenges, Zoetis keeps pushing for innovation and profit in animal health.


$ZTS


00:00 START 

00:26 The Rise of Zoetis in Animal Health

02:10 Zoetis' Focus on Companion Animals

03:21 Innovations in Pet Care Products

05:06 Challenges and Opportunities in Pet Health

09:06 Zoetis' Livestock Business Insights

14:02 Global Market Trends and R&D Priorities

17:41 The Role of AI in Animal Health




After Earnings is brought to you by Stakeholder Labs and Morning Brew. 


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]]> 1478 Airbnb: New Host Features, Unique listings, and International plans with CBO Dave Stephenson In this episode of After Earnings, Airbnb’s Chief Business Officer and Former CFO, Dave Stephenson, spoke with Katie and Ann to discuss the company’s unique differentiation strategies, including exclusive listings and a co-host marketplace. He highlights innovative marketing initiatives, a shift from search engine reliance, and the company’s global expansion efforts. Amid regulatory and market challenges, Airbnb celebrates significant growth in rural areas and extended stays, showcasing its value against traditional hotels and marking a milestone of over two billion guest arrivals worldwide. $ABNB 00:00 START 01:25 Airbnb’s Differentiation Strategy 02:36 Winter Release and Co-Host Marketplace 06:20 Unique Listings and Marketing Strategy 09:52 The Power of Brand Marketing 10:35 Airbnb’s Impact on Major Events 12:14 Navigating Regulatory Challenges 13:48 International Expansion and Market Trends 18:51 Leadership Insights and Future Outlook After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 21 Oct 2024 16:10:37 -0000 full Morning Brew In this episode of After Earnings, Airbnb’s Chief Business Officer and Former CFO, Dave Stephenson, spoke with Katie and Ann to discuss the company’s unique differentiation strategies, including exclusive listings and a co-host marketplace. He highlights innovative marketing initiatives, a shift from search engine reliance, and the company’s global expansion efforts. Amid regulatory and market challenges, Airbnb celebrates significant growth in rural areas and extended stays, showcasing its value against traditional hotels and marking a milestone of over two billion guest arrivals worldwide. $ABNB 00:00 START 01:25 Airbnb’s Differentiation Strategy 02:36 Winter Release and Co-Host Marketplace 06:20 Unique Listings and Marketing Strategy 09:52 The Power of Brand Marketing 10:35 Airbnb’s Impact on Major Events 12:14 Navigating Regulatory Challenges 13:48 International Expansion and Market Trends 18:51 Leadership Insights and Future Outlook After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of After Earnings, Airbnb’s Chief Business Officer and Former CFO, Dave Stephenson, spoke with Katie and Ann to discuss the company’s unique differentiation strategies, including exclusive listings and a co-host marketplace. He highlights innovative marketing initiatives, a shift from search engine reliance, and the company’s global expansion efforts. Amid regulatory and market challenges, Airbnb celebrates significant growth in rural areas and extended stays, showcasing its value against traditional hotels and marking a milestone of over two billion guest arrivals worldwide.


$ABNB


00:00 START

01:25 Airbnb’s Differentiation Strategy

02:36 Winter Release and Co-Host Marketplace

06:20 Unique Listings and Marketing Strategy

09:52 The Power of Brand Marketing

10:35 Airbnb’s Impact on Major Events

12:14 Navigating Regulatory Challenges

13:48 International Expansion and Market Trends

18:51 Leadership Insights and Future Outlook


After Earnings is brought to you by Stakeholder Labs and Morning Brew.


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]]> 1482 Docusign: 1 Billion Users and Why CFO Blake Grayson Is Banking on Agreement Automation In this episode of After Earnings, Katie Perry and Ann Berry talk with Blake Grayson, CFO of Docusign, about the company's shift from e-signatures to intelligent agreement management. Grayson discusses Docusign's new IAM platform, AI-focused acquisitions like Lexion, and global expansion plans. He also shares insights on financial performance, growth strategies, and how Docusign plans to innovate with its 1.6 million customers. Grayson wraps up by reflecting on his 11 years at Amazon. $DOCU 00:00 START 01:04 Docusign's Evolution and Vision 02:35 Intelligent Agreement Management Platform 08:10 Go-to-Market Strategy and Competitive Landscape 12:56 Recent Acquisition and AI Integration 20:27 Financial Performance and Market Perception 28:50 Blake Grayson's Career Journey After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com. Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 14 Oct 2024 11:00:00 -0000 full Morning Brew In this episode of After Earnings, Katie Perry and Ann Berry talk with Blake Grayson, CFO of Docusign, about the company's shift from e-signatures to intelligent agreement management. Grayson discusses Docusign's new IAM platform, AI-focused acquisitions like Lexion, and global expansion plans. He also shares insights on financial performance, growth strategies, and how Docusign plans to innovate with its 1.6 million customers. Grayson wraps up by reflecting on his 11 years at Amazon. $DOCU 00:00 START 01:04 Docusign's Evolution and Vision 02:35 Intelligent Agreement Management Platform 08:10 Go-to-Market Strategy and Competitive Landscape 12:56 Recent Acquisition and AI Integration 20:27 Financial Performance and Market Perception 28:50 Blake Grayson's Career Journey After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com. Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of After Earnings, Katie Perry and Ann Berry talk with Blake Grayson, CFO of Docusign, about the company's shift from e-signatures to intelligent agreement management. Grayson discusses Docusign's new IAM platform, AI-focused acquisitions like Lexion, and global expansion plans. He also shares insights on financial performance, growth strategies, and how Docusign plans to innovate with its 1.6 million customers. Grayson wraps up by reflecting on his 11 years at Amazon.


$DOCU


00:00 START

01:04 Docusign's Evolution and Vision

02:35 Intelligent Agreement Management Platform

08:10 Go-to-Market Strategy and Competitive Landscape

12:56 Recent Acquisition and AI Integration

20:27 Financial Performance and Market Perception

28:50 Blake Grayson's Career Journey


After Earnings is brought to you by Stakeholder Labs and Morning Brew.

For more go to https://www.afterearnings.com.


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]]> 1999 Affirm: Apple Partnership, Gen Z Appeal, & Investor Questions w/ COO & CFO Michael Linford In this episode of After Earnings, COO & CFO of Affirm Michael Linford sits down with Katie to reflect on the outstanding Q2 performance for the popular Buy Now, Pay Later company. Linford shares the secret sauce that contributes to Affirm’s rapid growth and areas of opportunities to seize, such as key partnerships with Amazon and Apple. Also, some insight to why Affirm is considered one of the more popular methods of payment for Gen Z and where Affirm fits in the trend of AI. 00:00 - Welcome Affirm COO & CFO Michael Linford 02:00 - Secrets to Affirm’s ‘killer’ Q2 earnings 05:30 - Effects of the Fed’s rate cut on consumer demand 09:10 - Why Gen Z leans on Affirm for their purchases 11:40 - What Affirm does better than its competitors 14:30 - Are there plans to leverage AI? 18:40 - What the Apple partnership brings for Affirm 20:30 - Breaking into the UK market 24:00 - Building a payment network as big as Amex or Visa After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 30 Sep 2024 14:00:00 -0000 full Morning Brew In this episode of After Earnings, COO & CFO of Affirm Michael Linford sits down with Katie to reflect on the outstanding Q2 performance for the popular Buy Now, Pay Later company. Linford shares the secret sauce that contributes to Affirm’s rapid growth and areas of opportunities to seize, such as key partnerships with Amazon and Apple. Also, some insight to why Affirm is considered one of the more popular methods of payment for Gen Z and where Affirm fits in the trend of AI. 00:00 - Welcome Affirm COO & CFO Michael Linford 02:00 - Secrets to Affirm’s ‘killer’ Q2 earnings 05:30 - Effects of the Fed’s rate cut on consumer demand 09:10 - Why Gen Z leans on Affirm for their purchases 11:40 - What Affirm does better than its competitors 14:30 - Are there plans to leverage AI? 18:40 - What the Apple partnership brings for Affirm 20:30 - Breaking into the UK market 24:00 - Building a payment network as big as Amex or Visa After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of After Earnings, COO & CFO of Affirm Michael Linford sits down with Katie to reflect on the outstanding Q2 performance for the popular Buy Now, Pay Later company. Linford shares the secret sauce that contributes to Affirm’s rapid growth and areas of opportunities to seize, such as key partnerships with Amazon and Apple. Also, some insight to why Affirm is considered one of the more popular methods of payment for Gen Z and where Affirm fits in the trend of AI.


00:00 - Welcome Affirm COO & CFO Michael Linford

02:00 - Secrets to Affirm’s ‘killer’ Q2 earnings

05:30 - Effects of the Fed’s rate cut on consumer demand

09:10 - Why Gen Z leans on Affirm for their purchases

11:40 - What Affirm does better than its competitors

14:30 - Are there plans to leverage AI?

18:40 - What the Apple partnership brings for Affirm

20:30 - Breaking into the UK market

24:00 - Building a payment network as big as Amex or Visa

After Earnings is brought to you by Stakeholder Labs and Morning Brew. 


For more go to https://www.afterearnings.com



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]]> 1767 Arm: SoftBank Ownership, Licensing Growth, and Global Reach with CFO Jason Child In this episode of After Earnings, Arm CFO Jason Child joined to talk about the company's growth since its IPO, its relationship with SoftBank, and its approach to AI. He shared insights on Arm's engineering culture, key partnerships with tech giants like Google and Microsoft, and how going public has impacted recruitment. Jason also discussed Arm’s strategies in mergers and acquisitions, as well as managing investor relations. $ADR 00:00 START  01:12 Understanding Arm's Role in the AI Value Chain 02:47 Arm's IPO Journey and Business Model 03:25 Revenue Streams: Licenses and Royalties 06:59 AI and the Semiconductor Market 08:31 Talent Wars and Recruitment Strategies 11:56 Competition and Market Position 13:19 Public Float and Investor Relations 16:38 Managing Expectations and Long-term Vision 18:44 M&A and Future Growth 20:09 Cloud Products and Market Share 23:25 China Revenue and Geopolitical Impact 25:14 Work Culture and Remote Work Policies   After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 26 Sep 2024 11:00:00 -0000 full Morning Brew In this episode of After Earnings, Arm CFO Jason Child joined to talk about the company's growth since its IPO, its relationship with SoftBank, and its approach to AI. He shared insights on Arm's engineering culture, key partnerships with tech giants like Google and Microsoft, and how going public has impacted recruitment. Jason also discussed Arm’s strategies in mergers and acquisitions, as well as managing investor relations. $ADR 00:00 START  01:12 Understanding Arm's Role in the AI Value Chain 02:47 Arm's IPO Journey and Business Model 03:25 Revenue Streams: Licenses and Royalties 06:59 AI and the Semiconductor Market 08:31 Talent Wars and Recruitment Strategies 11:56 Competition and Market Position 13:19 Public Float and Investor Relations 16:38 Managing Expectations and Long-term Vision 18:44 M&A and Future Growth 20:09 Cloud Products and Market Share 23:25 China Revenue and Geopolitical Impact 25:14 Work Culture and Remote Work Policies   After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of After Earnings, Arm CFO Jason Child joined to talk about the company's growth since its IPO, its relationship with SoftBank, and its approach to AI. He shared insights on Arm's engineering culture, key partnerships with tech giants like Google and Microsoft, and how going public has impacted recruitment. Jason also discussed Arm’s strategies in mergers and acquisitions, as well as managing investor relations.


$ADR


00:00 START 

01:12 Understanding Arm's Role in the AI Value Chain

02:47 Arm's IPO Journey and Business Model

03:25 Revenue Streams: Licenses and Royalties

06:59 AI and the Semiconductor Market

08:31 Talent Wars and Recruitment Strategies

11:56 Competition and Market Position

13:19 Public Float and Investor Relations

16:38 Managing Expectations and Long-term Vision

18:44 M&A and Future Growth

20:09 Cloud Products and Market Share

23:25 China Revenue and Geopolitical Impact

25:14 Work Culture and Remote Work Policies

 


After Earnings is brought to you by Stakeholder Labs and Morning Brew. 


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]]> 1831 Pfizer: Oncology Breakthroughs, GLP-1 Weight Management and Strategic M&A Insights with CFO David Denton In the latest episode of After Earnings, Pfizer CFO David Denton shares insights into the company’s achievements and future strategies with Ann Berry and Katie Perry. They discuss topics like acquiring Seagen, the use of AI in drug development, and ongoing initiatives in oncology and weight management. Denton addresses shareholder concerns about financial performance, emphasizing Pfizer’s dedication to innovation through significant investments in M&A and R&D. He also highlights the development of an oral GLP-1 receptor for obesity management and efforts to maintain robust dividends. $PFE 00:00 START 00:55 Pfizer’s Current Position and Achievements 02:23 Strategic Acquisitions and Investments 06:04 AI and Digital Transformation in Drug Development 08:33 New Product Development: Oral Semaglutide 10:37 Challenges and Market Opportunities 15:39 Direct-to-Consumer Strategies and M&A 20:31 Investor Relations and Future Outlook After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings   TikTok: https://www.tiktok.com/@AfterEarnings   Instagram: https://www.instagram.com/afterearnings_ /  Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 23 Sep 2024 11:00:00 -0000 full Morning Brew In the latest episode of After Earnings, Pfizer CFO David Denton shares insights into the company’s achievements and future strategies with Ann Berry and Katie Perry. They discuss topics like acquiring Seagen, the use of AI in drug development, and ongoing initiatives in oncology and weight management. Denton addresses shareholder concerns about financial performance, emphasizing Pfizer’s dedication to innovation through significant investments in M&A and R&D. He also highlights the development of an oral GLP-1 receptor for obesity management and efforts to maintain robust dividends. $PFE 00:00 START 00:55 Pfizer’s Current Position and Achievements 02:23 Strategic Acquisitions and Investments 06:04 AI and Digital Transformation in Drug Development 08:33 New Product Development: Oral Semaglutide 10:37 Challenges and Market Opportunities 15:39 Direct-to-Consumer Strategies and M&A 20:31 Investor Relations and Future Outlook After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings   TikTok: https://www.tiktok.com/@AfterEarnings   Instagram: https://www.instagram.com/afterearnings_ /  Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices In the latest episode of After Earnings, Pfizer CFO David Denton shares insights into the company’s achievements and future strategies with Ann Berry and Katie Perry. They discuss topics like acquiring Seagen, the use of AI in drug development, and ongoing initiatives in oncology and weight management. Denton addresses shareholder concerns about financial performance, emphasizing Pfizer’s dedication to innovation through significant investments in M&A and R&D. He also highlights the development of an oral GLP-1 receptor for obesity management and efforts to maintain robust dividends.


$PFE


00:00 START

00:55 Pfizer’s Current Position and Achievements

02:23 Strategic Acquisitions and Investments

06:04 AI and Digital Transformation in Drug Development

08:33 New Product Development: Oral Semaglutide

10:37 Challenges and Market Opportunities

15:39 Direct-to-Consumer Strategies and M&A

20:31 Investor Relations and Future Outlook


After Earnings is brought to you by Stakeholder Labs and Morning Brew.


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]]> 1623 Yext: The Inner Workings of the Internet, AI's Impact on Search, & Hype Cycles with CEO Mike Walrath In this episode of After Earnings, Katie talks with Mike Walrath, CEO of Yext, about digital presence management. Mike explains how Yext helps companies keep their online info accurate, which is key for revenue and customer satisfaction. They discuss challenges from AI and the need for reliable data, plus Yext's recent acquisition of Hearsay and AI's growing role in business. 00:00 START  01:28 The Importance of Accurate Digital Data 03:30 AI's Impact on Search and Data Accuracy 06:56 Klarna's Bold Move and SaaS Industry Insights 09:05 Balancing Innovation and Customer Needs 11:01 Yext's Recent Earnings and Future Focus 17:30 The Evolution of Digital Advertising 21:34 Reflections on Education and Career Paths $YEXT After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings   TikTok: https://www.tiktok.com/@AfterEarnings   Instagram: https://www.instagram.com/afterearnings_ /  Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 16 Sep 2024 11:00:00 -0000 full Morning Brew In this episode of After Earnings, Katie talks with Mike Walrath, CEO of Yext, about digital presence management. Mike explains how Yext helps companies keep their online info accurate, which is key for revenue and customer satisfaction. They discuss challenges from AI and the need for reliable data, plus Yext's recent acquisition of Hearsay and AI's growing role in business. 00:00 START  01:28 The Importance of Accurate Digital Data 03:30 AI's Impact on Search and Data Accuracy 06:56 Klarna's Bold Move and SaaS Industry Insights 09:05 Balancing Innovation and Customer Needs 11:01 Yext's Recent Earnings and Future Focus 17:30 The Evolution of Digital Advertising 21:34 Reflections on Education and Career Paths $YEXT After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings   TikTok: https://www.tiktok.com/@AfterEarnings   Instagram: https://www.instagram.com/afterearnings_ /  Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of After Earnings, Katie talks with Mike Walrath, CEO of Yext, about digital presence management. Mike explains how Yext helps companies keep their online info accurate, which is key for revenue and customer satisfaction. They discuss challenges from AI and the need for reliable data, plus Yext's recent acquisition of Hearsay and AI's growing role in business.


00:00 START 

01:28 The Importance of Accurate Digital Data

03:30 AI's Impact on Search and Data Accuracy

06:56 Klarna's Bold Move and SaaS Industry Insights

09:05 Balancing Innovation and Customer Needs

11:01 Yext's Recent Earnings and Future Focus

17:30 The Evolution of Digital Advertising

21:34 Reflections on Education and Career Paths


$YEXT


After Earnings is brought to you by Stakeholder Labs and Morning Brew.


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Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1735 Upwork: Navigating the Intersection of Fractional Work and AI Innovation with CFO Erica Gessert Katie Perry sat down with Upwork CFO Erica Gessert to discuss trends shaping the freelance marketplace. With 38% of the U.S. workforce participating in freelance work, Upwork is positioned at the intersection of rising fractional workforces and AI advancements. They brokedown the benefits for enterprises, the growth of AI-enabled freelance jobs, and Upwork's strategic initiatives, including partnerships with OpenAI. $UPWK 00:00 START 00:41 The Rise of Fractional Work and AI 04:37 Benefits of Freelance Platforms for Businesses 10:58 Upwork's Financial Performance and Market Perception 12:41 AI's Role in Upwork's Future 17:14 Partnerships and R&D at Upwork 27:28 NFL Talk After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 09 Sep 2024 11:00:00 -0000 full Morning Brew Katie Perry sat down with Upwork CFO Erica Gessert to discuss trends shaping the freelance marketplace. With 38% of the U.S. workforce participating in freelance work, Upwork is positioned at the intersection of rising fractional workforces and AI advancements. They brokedown the benefits for enterprises, the growth of AI-enabled freelance jobs, and Upwork's strategic initiatives, including partnerships with OpenAI. $UPWK 00:00 START 00:41 The Rise of Fractional Work and AI 04:37 Benefits of Freelance Platforms for Businesses 10:58 Upwork's Financial Performance and Market Perception 12:41 AI's Role in Upwork's Future 17:14 Partnerships and R&D at Upwork 27:28 NFL Talk After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Katie Perry sat down with Upwork CFO Erica Gessert to discuss trends shaping the freelance marketplace. With 38% of the U.S. workforce participating in freelance work, Upwork is positioned at the intersection of rising fractional workforces and AI advancements. They brokedown the benefits for enterprises, the growth of AI-enabled freelance jobs, and Upwork's strategic initiatives, including partnerships with OpenAI.


$UPWK


00:00 START

00:41 The Rise of Fractional Work and AI

04:37 Benefits of Freelance Platforms for Businesses

10:58 Upwork's Financial Performance and Market Perception

12:41 AI's Role in Upwork's Future

17:14 Partnerships and R&D at Upwork

27:28 NFL Talk


After Earnings is brought to you by Stakeholder Labs and Morning Brew.


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]]> 1894 AI Supercomputing, Rural Development, and Data Centers with Applied Digital CEO Wes Cummins On this episode of After Earnings, Katie Perry and Ann Berry chat with Wes Cummins, CEO of Applied Digital, about NVIDIA's latest earnings and how it's shaking up the tech world. They dive into what Applied Digital is doing with AI, the challenges of building data centers in rural areas like North Dakota, and the impact on local communities. They also talk about the future of AI supercomputing and what’s next for the company. $APLD 00:00 START  02:44 Applied Digital's Data Centers 05:46 NVIDIA's New Chips and Impact 07:22 Financial Performance and Challenges 09:16 Customer Base and Market Strategy 17:53 Future Growth and Expansion Plans 26:55 Revitalizing Rural America After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 03 Sep 2024 11:00:00 -0000 AI Supercomputing, Rural Development, and Data Centers with Applied Digital CEO Wes Cummins full Morning Brew On this episode of After Earnings, Katie Perry and Ann Berry chat with Wes Cummins, CEO of Applied Digital, about NVIDIA's latest earnings and how it's shaking up the tech world. They dive into what Applied Digital is doing with AI, the challenges of building data centers in rural areas like North Dakota, and the impact on local communities. They also talk about the future of AI supercomputing and what’s next for the company. $APLD 00:00 START  02:44 Applied Digital's Data Centers 05:46 NVIDIA's New Chips and Impact 07:22 Financial Performance and Challenges 09:16 Customer Base and Market Strategy 17:53 Future Growth and Expansion Plans 26:55 Revitalizing Rural America After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices On this episode of After Earnings, Katie Perry and Ann Berry chat with Wes Cummins, CEO of Applied Digital, about NVIDIA's latest earnings and how it's shaking up the tech world. They dive into what Applied Digital is doing with AI, the challenges of building data centers in rural areas like North Dakota, and the impact on local communities. They also talk about the future of AI supercomputing and what’s next for the company.

$APLD


00:00 START 

02:44 Applied Digital's Data Centers

05:46 NVIDIA's New Chips and Impact

07:22 Financial Performance and Challenges

09:16 Customer Base and Market Strategy

17:53 Future Growth and Expansion Plans

26:55 Revitalizing Rural America


After Earnings is brought to you by Stakeholder Labs and Morning Brew. 


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]]> 2090 Duolingo: Growth, AI Tools, and What's Up With That Owl with CFO Matt Skaruppa Ann Berry spoke to Matt Skaruppa, CFO of Duolingo, about the earnings and the company’s growing subscriber base, new products, and how that little green owl mascot came to be. Highlights include hitting 100 million monthly active users, innovations in AI integration, and Duolingo's mission to make education universally accessible. Are you heading to Duocon?  $DUOL 00:00 START  01:04 Duolingo's Journey and Growth 02:28 The Importance of Language Learning 04:28 Innovations in AI and User Experience 06:10 Duolingo's Characters and Engagement 07:00 Geographical Reach and User Base 09:00 Earnings and Growth Metrics 14:02 Monetization Strategies and Future Plans 16:20 Duolingo English Test and Strategic Goals 18:46 Upcoming DuoCon Event   After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 26 Aug 2024 11:00:00 -0000 full Morning Brew Ann Berry spoke to Matt Skaruppa, CFO of Duolingo, about the earnings and the company’s growing subscriber base, new products, and how that little green owl mascot came to be. Highlights include hitting 100 million monthly active users, innovations in AI integration, and Duolingo's mission to make education universally accessible. Are you heading to Duocon?  $DUOL 00:00 START  01:04 Duolingo's Journey and Growth 02:28 The Importance of Language Learning 04:28 Innovations in AI and User Experience 06:10 Duolingo's Characters and Engagement 07:00 Geographical Reach and User Base 09:00 Earnings and Growth Metrics 14:02 Monetization Strategies and Future Plans 16:20 Duolingo English Test and Strategic Goals 18:46 Upcoming DuoCon Event   After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Ann Berry spoke to Matt Skaruppa, CFO of Duolingo, about the earnings and the company’s growing subscriber base, new products, and how that little green owl mascot came to be. Highlights include hitting 100 million monthly active users, innovations in AI integration, and Duolingo's mission to make education universally accessible. Are you heading to Duocon? 


$DUOL


00:00 START 

01:04 Duolingo's Journey and Growth

02:28 The Importance of Language Learning

04:28 Innovations in AI and User Experience

06:10 Duolingo's Characters and Engagement

07:00 Geographical Reach and User Base

09:00 Earnings and Growth Metrics

14:02 Monetization Strategies and Future Plans

16:20 Duolingo English Test and Strategic Goals

18:46 Upcoming DuoCon Event

 

After Earnings is brought to you by Stakeholder Labs and Morning Brew. 


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]]> 1421 GoDaddy: Beyond Domain Dominance with CFO Mark McCaffrey Katie Perry spoke with Mark McCaffrey, CFO of GoDaddy, about the company's recent Q2 earnings report and future plans. Highlights include the company's transformation from a domain-centric business to a one-stop-shop for entrepreneurs, the impact of their AI product Airo, and the importance of free cash flow as a North Star. Mark also shares valuable career and leadership advice, emphasizing the importance of self-awareness, vulnerability, and proactive mentorship in a remote/hybrid work environment. $GDDY 00:00 START  01:21 GoDaddy's Mission and Evolution 05:28 AI and the Airo Product 15:05 Q2 Earnings Breakdown 18:49 The Importance of Attach Rate 24:15 Maximizing Free Cash Flow 27:59 Leadership and Mentorship Insights After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 19 Aug 2024 11:00:00 -0000 full Morning Brew Katie Perry spoke with Mark McCaffrey, CFO of GoDaddy, about the company's recent Q2 earnings report and future plans. Highlights include the company's transformation from a domain-centric business to a one-stop-shop for entrepreneurs, the impact of their AI product Airo, and the importance of free cash flow as a North Star. Mark also shares valuable career and leadership advice, emphasizing the importance of self-awareness, vulnerability, and proactive mentorship in a remote/hybrid work environment. $GDDY 00:00 START  01:21 GoDaddy's Mission and Evolution 05:28 AI and the Airo Product 15:05 Q2 Earnings Breakdown 18:49 The Importance of Attach Rate 24:15 Maximizing Free Cash Flow 27:59 Leadership and Mentorship Insights After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Katie Perry spoke with Mark McCaffrey, CFO of GoDaddy, about the company's recent Q2 earnings report and future plans. Highlights include the company's transformation from a domain-centric business to a one-stop-shop for entrepreneurs, the impact of their AI product Airo, and the importance of free cash flow as a North Star. Mark also shares valuable career and leadership advice, emphasizing the importance of self-awareness, vulnerability, and proactive mentorship in a remote/hybrid work environment.


$GDDY


00:00 START 

01:21 GoDaddy's Mission and Evolution

05:28 AI and the Airo Product

15:05 Q2 Earnings Breakdown

18:49 The Importance of Attach Rate

24:15 Maximizing Free Cash Flow

27:59 Leadership and Mentorship Insights


After Earnings is brought to you by Stakeholder Labs and Morning Brew. 

For more go to https://www.afterearnings.com


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]]> 2680 Shopify: Bridging Online and Offline Retail with President Harley Finkelstein Katie Perry spoke with Harley Finkelstein, president of Shopify, about the company's recent growth and future plans following a strong Q2 earnings report. Highlights include Shopify's expansion to support large enterprises, 25% revenue growth, and strong international growth, especially in Europe. Harley also mentions the shift to integrated online and offline retail, the importance of executive personal branding, and partnerships with Amazon and Affirm to enhance merchant experiences.  $SHOP 00:00 START  01:52 Shopify's Evolution and Growth 03:42 Empowering Entrepreneurs and Large Enterprises 06:02 The Future of Retail and Commerce 08:53 Shopify's Partner Ecosystem 12:22 Acquisitions and Technical Founders 20:27 Earnings Highlights and Financial Performance 24:14 International Expansion and Market Trends 31:56 Executive Personal Branding and Social Media After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 14 Aug 2024 11:00:00 -0000 full Morning Brew Katie Perry spoke with Harley Finkelstein, president of Shopify, about the company's recent growth and future plans following a strong Q2 earnings report. Highlights include Shopify's expansion to support large enterprises, 25% revenue growth, and strong international growth, especially in Europe. Harley also mentions the shift to integrated online and offline retail, the importance of executive personal branding, and partnerships with Amazon and Affirm to enhance merchant experiences.  $SHOP 00:00 START  01:52 Shopify's Evolution and Growth 03:42 Empowering Entrepreneurs and Large Enterprises 06:02 The Future of Retail and Commerce 08:53 Shopify's Partner Ecosystem 12:22 Acquisitions and Technical Founders 20:27 Earnings Highlights and Financial Performance 24:14 International Expansion and Market Trends 31:56 Executive Personal Branding and Social Media After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Katie Perry spoke with Harley Finkelstein, president of Shopify, about the company's recent growth and future plans following a strong Q2 earnings report. Highlights include Shopify's expansion to support large enterprises, 25% revenue growth, and strong international growth, especially in Europe. Harley also mentions the shift to integrated online and offline retail, the importance of executive personal branding, and partnerships with Amazon and Affirm to enhance merchant experiences. 


$SHOP


00:00 START 

01:52 Shopify's Evolution and Growth

03:42 Empowering Entrepreneurs and Large Enterprises

06:02 The Future of Retail and Commerce

08:53 Shopify's Partner Ecosystem

12:22 Acquisitions and Technical Founders

20:27 Earnings Highlights and Financial Performance

24:14 International Expansion and Market Trends

31:56 Executive Personal Branding and Social Media



After Earnings is brought to you by Stakeholder Labs and Morning Brew. 

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Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2477 Tilray Brands: From Cannabis Pioneer to Beverage Disruptor with CEO Irwin D. Simon Austin Hankwitz and Katie Perry sit down with Tilray Brands CEO, Irwin Simon, to discuss the company's evolution from a cannabis-centric business to a diversified portfolio of beverages and spirits. They explore Tilray's strategic acquisitions, its performance amidst regulatory challenges, and future growth plans. Simon provides insights into the company’s brand development, the pivotal shifts taken since 2018, and the strategy behind navigating the complex cannabis market. $TLRY 00:00 START 04:11 Challenges and Strategic Shifts 06:43 Expansion into Beverage and Spirits 13:46 Stock Performance and Market Perception 20:11 Regulatory Hurdles and Future Opportunities 24:25 Geographical Strategy and Market Focus 25:31 Expanding Beverage Business in the US 26:48 International Market Opportunities 27:45 Earnings and Revenue Growth 28:48 Acquisition Strategy and Brand Growth 33:17 Path to Profitability 42:07 Company Culture and Future Plans After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 07 Aug 2024 11:00:00 -0000 full Morning Brew Austin Hankwitz and Katie Perry sit down with Tilray Brands CEO, Irwin Simon, to discuss the company's evolution from a cannabis-centric business to a diversified portfolio of beverages and spirits. They explore Tilray's strategic acquisitions, its performance amidst regulatory challenges, and future growth plans. Simon provides insights into the company’s brand development, the pivotal shifts taken since 2018, and the strategy behind navigating the complex cannabis market. $TLRY 00:00 START 04:11 Challenges and Strategic Shifts 06:43 Expansion into Beverage and Spirits 13:46 Stock Performance and Market Perception 20:11 Regulatory Hurdles and Future Opportunities 24:25 Geographical Strategy and Market Focus 25:31 Expanding Beverage Business in the US 26:48 International Market Opportunities 27:45 Earnings and Revenue Growth 28:48 Acquisition Strategy and Brand Growth 33:17 Path to Profitability 42:07 Company Culture and Future Plans After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Austin Hankwitz and Katie Perry sit down with Tilray Brands CEO, Irwin Simon, to discuss the company's evolution from a cannabis-centric business to a diversified portfolio of beverages and spirits. They explore Tilray's strategic acquisitions, its performance amidst regulatory challenges, and future growth plans. Simon provides insights into the company’s brand development, the pivotal shifts taken since 2018, and the strategy behind navigating the complex cannabis market.


$TLRY


00:00 START

04:11 Challenges and Strategic Shifts

06:43 Expansion into Beverage and Spirits

13:46 Stock Performance and Market Perception

20:11 Regulatory Hurdles and Future Opportunities

24:25 Geographical Strategy and Market Focus

25:31 Expanding Beverage Business in the US

26:48 International Market Opportunities

27:45 Earnings and Revenue Growth

28:48 Acquisition Strategy and Brand Growth

33:17 Path to Profitability

42:07 Company Culture and Future Plans


After Earnings is brought to you by Stakeholder Labs and Morning Brew. 

For more go to https://www.afterearnings.com


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]]> 3028 Dynex Capital: REITs, Yield, and the Fed’s Next Move with co-CEO Smriti Popenoe Katie Perry spoke with Smriti Popenoe, co-CEO, President, and Chief Investment Officer of Dynex Capital, about the company’s success, including surpassing a billion dollars in equity value and maintaining a dividend yield of over 12.5%. Smriti explained the basics of REITs, differentiated between equity and mortgage REITs, and highlighted Dynex's unique position. She also covered potential Fed rate cuts and the importance of yield in portfolios. Additionally, Smriti shared insights on leadership values, the benefits of the co-CEO structure, and the significance of doing good to drive performance. $DX 00:00 START 02:10 Understanding REITs and Dynex's Role 11:38 Lessons from the 2008 Financial Crisis 15:04 Preparing for Policy Changes 23:48 Capital Raise and Demand 25:47 Impact of Fed Rate Cuts 28:52 Business Philosophy: Do Well and Do Good 32:14 The Co-CEO Dynamic After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com This episode was recorded before the 7/31/2024 Federal Open Market Committee.  Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 01 Aug 2024 11:00:00 -0000 full Morning Brew Katie Perry spoke with Smriti Popenoe, co-CEO, President, and Chief Investment Officer of Dynex Capital, about the company’s success, including surpassing a billion dollars in equity value and maintaining a dividend yield of over 12.5%. Smriti explained the basics of REITs, differentiated between equity and mortgage REITs, and highlighted Dynex's unique position. She also covered potential Fed rate cuts and the importance of yield in portfolios. Additionally, Smriti shared insights on leadership values, the benefits of the co-CEO structure, and the significance of doing good to drive performance. $DX 00:00 START 02:10 Understanding REITs and Dynex's Role 11:38 Lessons from the 2008 Financial Crisis 15:04 Preparing for Policy Changes 23:48 Capital Raise and Demand 25:47 Impact of Fed Rate Cuts 28:52 Business Philosophy: Do Well and Do Good 32:14 The Co-CEO Dynamic After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com This episode was recorded before the 7/31/2024 Federal Open Market Committee.  Learn more about your ad choices. Visit megaphone.fm/adchoices Katie Perry spoke with Smriti Popenoe, co-CEO, President, and Chief Investment Officer of Dynex Capital, about the company’s success, including surpassing a billion dollars in equity value and maintaining a dividend yield of over 12.5%. Smriti explained the basics of REITs, differentiated between equity and mortgage REITs, and highlighted Dynex's unique position. She also covered potential Fed rate cuts and the importance of yield in portfolios. Additionally, Smriti shared insights on leadership values, the benefits of the co-CEO structure, and the significance of doing good to drive performance.


$DX


00:00 START

02:10 Understanding REITs and Dynex's Role

11:38 Lessons from the 2008 Financial Crisis

15:04 Preparing for Policy Changes

23:48 Capital Raise and Demand

25:47 Impact of Fed Rate Cuts

28:52 Business Philosophy: Do Well and Do Good

32:14 The Co-CEO Dynamic



After Earnings is brought to you by Stakeholder Labs and Morning Brew. 

For more go to https://www.afterearnings.com



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Email: afterearnings@morningbrew.com


This episode was recorded before the 7/31/2024 Federal Open Market Committee. 

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2814 Winnebago CEO Michael Happe: Why the Classic RV Brand is Making Major Marine Moves Austin Hankwitz and Katie Perry sit down with Mike Happe, CEO of Winnebago Industries, to discuss the company's evolution from iconic RV manufacturer to a diversified outdoor recreation leader. Mike shares anecdotes about his cross-country trips during COVID, the development of electric boats, and the company's strategic focus on premium innovation. The conversation delves into Winnebago's market share, recent acquisitions like Lithionics Battery, and the impact of macroeconomic trends. Mike's leadership philosophy and commitment to outdoor experiences round out an insightful episode. $WGO 00:00 START  01:03 Winnebago's Transformation and Diversification 06:44 The North Star and Target Customer Shift 10:51 Impact of COVID-19 on Outdoor Recreation 15:30 Electrification and Lithium Battery Acquisition 20:13 Economic Challenges and Dealer Relationships 27:29 Dealer's Perspective and Company Revenue Breakdown 28:14 Earnings Call Insights and Resilience Metrics 31:35 Brand Recognition and Market Strategy 34:47 Revenue Portfolio and Future Targets 40:17 Leadership and Entrepreneurial Recognition 44:22 Personal Connection to the Outdoors 47:02 Final Thoughts and Team Acknowledgment After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 25 Jul 2024 10:00:00 -0000 Winnebago CEO Michael Happe: Why the Classic RV Brand is Making Major Marine Moves full Morning Brew Winnebago CEO Michael Happe Austin Hankwitz and Katie Perry sit down with Mike Happe, CEO of Winnebago Industries, to discuss the company's evolution from iconic RV manufacturer to a diversified outdoor recreation leader. Mike shares anecdotes about his cross-country trips during COVID, the development of electric boats, and the company's strategic focus on premium innovation. The conversation delves into Winnebago's market share, recent acquisitions like Lithionics Battery, and the impact of macroeconomic trends. Mike's leadership philosophy and commitment to outdoor experiences round out an insightful episode. $WGO 00:00 START  01:03 Winnebago's Transformation and Diversification 06:44 The North Star and Target Customer Shift 10:51 Impact of COVID-19 on Outdoor Recreation 15:30 Electrification and Lithium Battery Acquisition 20:13 Economic Challenges and Dealer Relationships 27:29 Dealer's Perspective and Company Revenue Breakdown 28:14 Earnings Call Insights and Resilience Metrics 31:35 Brand Recognition and Market Strategy 34:47 Revenue Portfolio and Future Targets 40:17 Leadership and Entrepreneurial Recognition 44:22 Personal Connection to the Outdoors 47:02 Final Thoughts and Team Acknowledgment After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Austin Hankwitz and Katie Perry sit down with Mike Happe, CEO of Winnebago Industries, to discuss the company's evolution from iconic RV manufacturer to a diversified outdoor recreation leader. Mike shares anecdotes about his cross-country trips during COVID, the development of electric boats, and the company's strategic focus on premium innovation. The conversation delves into Winnebago's market share, recent acquisitions like Lithionics Battery, and the impact of macroeconomic trends. Mike's leadership philosophy and commitment to outdoor experiences round out an insightful episode.

$WGO

00:00 START 

01:03 Winnebago's Transformation and Diversification

06:44 The North Star and Target Customer Shift

10:51 Impact of COVID-19 on Outdoor Recreation

15:30 Electrification and Lithium Battery Acquisition

20:13 Economic Challenges and Dealer Relationships

27:29 Dealer's Perspective and Company Revenue Breakdown

28:14 Earnings Call Insights and Resilience Metrics

31:35 Brand Recognition and Market Strategy

34:47 Revenue Portfolio and Future Targets

40:17 Leadership and Entrepreneurial Recognition

44:22 Personal Connection to the Outdoors

47:02 Final Thoughts and Team Acknowledgment



After Earnings is brought to you by Stakeholder Labs and Morning Brew. 

For more go to https://www.afterearnings.com



Follow Us 

X: https://twitter.com/AfterEarnings

TikTok: https://www.tiktok.com/@AfterEarnings

Instagram: https://www.instagram.com/afterearnings_/



Reach Out 

Email: afterearnings@morningbrew.com

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 3197 e.l.f. Beauty CEO Tarang Amin: How e.l.f. Succeeds Against Celebrity Brands like Fenty and Rhode Austin Hankwitz and Katie Perry spoke with e.l.f. Cosmetics CEO Tarang Amin about the company's impressive stock performance and innovative marketing strategies. They dive into e.l.f.'s history, expansion into skincare, and commitment to affordability and quality. The episode highlights the company's diversity initiatives, inclusive culture, and strategic use of data, concluding with Tarang sharing his entrepreneurial roots and core business lessons. (P.S. You will learn all about Austin's skincare routine.) $ELF 00:00 START 01:07 The Rise of e.l.f. Cosmetics 03:47 Balancing Quality and Affordability 05:17 Influencer and Community Engagement 09:18 Innovative Marketing Strategies 18:35 Retail Expansion and Future Growth 20:16 Proactive SKU Management 21:06 Notorium Acquisition and Expansion 23:18 Skincare Routines and Product Recommendations 25:54 Leveraging Data for Business Strategy 28:40 Board Diversity and Corporate Values 35:41 Entrepreneurial Lessons from Immigrant Roots After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnin... Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 17 Jul 2024 11:00:00 -0000 full Morning Brew Austin Hankwitz and Katie Perry spoke with e.l.f. Cosmetics CEO Tarang Amin about the company's impressive stock performance and innovative marketing strategies. They dive into e.l.f.'s history, expansion into skincare, and commitment to affordability and quality. The episode highlights the company's diversity initiatives, inclusive culture, and strategic use of data, concluding with Tarang sharing his entrepreneurial roots and core business lessons. (P.S. You will learn all about Austin's skincare routine.) $ELF 00:00 START 01:07 The Rise of e.l.f. Cosmetics 03:47 Balancing Quality and Affordability 05:17 Influencer and Community Engagement 09:18 Innovative Marketing Strategies 18:35 Retail Expansion and Future Growth 20:16 Proactive SKU Management 21:06 Notorium Acquisition and Expansion 23:18 Skincare Routines and Product Recommendations 25:54 Leveraging Data for Business Strategy 28:40 Board Diversity and Corporate Values 35:41 Entrepreneurial Lessons from Immigrant Roots After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnin... Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Austin Hankwitz and Katie Perry spoke with e.l.f. Cosmetics CEO Tarang Amin about the company's impressive stock performance and innovative marketing strategies. They dive into e.l.f.'s history, expansion into skincare, and commitment to affordability and quality. The episode highlights the company's diversity initiatives, inclusive culture, and strategic use of data, concluding with Tarang sharing his entrepreneurial roots and core business lessons. (P.S. You will learn all about Austin's skincare routine.)


$ELF


00:00 START

01:07 The Rise of e.l.f. Cosmetics

03:47 Balancing Quality and Affordability

05:17 Influencer and Community Engagement

09:18 Innovative Marketing Strategies

18:35 Retail Expansion and Future Growth

20:16 Proactive SKU Management

21:06 Notorium Acquisition and Expansion

23:18 Skincare Routines and Product Recommendations

25:54 Leveraging Data for Business Strategy

28:40 Board Diversity and Corporate Values

35:41 Entrepreneurial Lessons from Immigrant Roots


After Earnings is brought to you by Stakeholder Labs and Morning Brew. 

For more go to https://www.afterearnings.com


Follow Us 

X: https://twitter.com/AfterEarnings

TikTok: https://www.tiktok.com/@AfterEarnings

Instagram: https://www.instagram.com/afterearnin...


Reach Out 

Email: afterearnings@morningbrew.com

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2573 Life360: Trolling TikTokers, Privacy vs. Safety, and the Future of Location Sharing with CEO Chris Hulls Katie Perry and Austin Hankwitz interview Chris Hulls, CEO of Life360, an app for family location tracking. Chris discusses the company's strategies, including a successful TikTok campaign with 7 billion views, and their monetization approach, where only 13% of users are paid subscribers. He emphasizes Life360's core values, security measures, and plans for expanding services to seniors. Chris shares insights on his leadership style, influenced by his military background, and how he turned a teen-led campaign against the app into a successful engagement strategy. The episode concludes with plans to extend Life360's services to aging parents, showing the app's broad future potential. $LIF  00:00 START 01:20 Meet Chris Hulls, CEO of Life360 02:33 The Origin of Life360 05:13 Life360's IPO Journey 10:31 Data Privacy and Security at Life360 14:43 Monetization and User Data 21:50 Future Plans and User Benefits 23:41 Free vs. Paid Services 24:10 Family Safety Features 24:49 Expanding User Base 26:56 Senior Care Solutions 31:15 Leadership and Core Values 33:17 TikTok and Teen Engagement 39:23 Military Influence on Leadership 42:02 Final Thoughts and Reflections After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnin... Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 10 Jul 2024 11:40:30 -0000 Life360: Trolling TikTokers, Privacy vs. Safety, and the Future of Location Sharing with CEO Chris Hulls full Morning Brew Katie Perry and Austin Hankwitz interview Chris Hulls, CEO of Life360, an app for family location tracking. Chris discusses the company's strategies, including a successful TikTok campaign with 7 billion views, and their monetization approach, where only 13% of users are paid subscribers. He emphasizes Life360's core values, security measures, and plans for expanding services to seniors. Chris shares insights on his leadership style, influenced by his military background, and how he turned a teen-led campaign against the app into a successful engagement strategy. The episode concludes with plans to extend Life360's services to aging parents, showing the app's broad future potential. $LIF  00:00 START 01:20 Meet Chris Hulls, CEO of Life360 02:33 The Origin of Life360 05:13 Life360's IPO Journey 10:31 Data Privacy and Security at Life360 14:43 Monetization and User Data 21:50 Future Plans and User Benefits 23:41 Free vs. Paid Services 24:10 Family Safety Features 24:49 Expanding User Base 26:56 Senior Care Solutions 31:15 Leadership and Core Values 33:17 TikTok and Teen Engagement 39:23 Military Influence on Leadership 42:02 Final Thoughts and Reflections After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnin... Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Katie Perry and Austin Hankwitz interview Chris Hulls, CEO of Life360, an app for family location tracking. Chris discusses the company's strategies, including a successful TikTok campaign with 7 billion views, and their monetization approach, where only 13% of users are paid subscribers. He emphasizes Life360's core values, security measures, and plans for expanding services to seniors. Chris shares insights on his leadership style, influenced by his military background, and how he turned a teen-led campaign against the app into a successful engagement strategy. The episode concludes with plans to extend Life360's services to aging parents, showing the app's broad future potential.



$LIF 

00:00 START

01:20 Meet Chris Hulls, CEO of Life360

02:33 The Origin of Life360

05:13 Life360's IPO Journey

10:31 Data Privacy and Security at Life360

14:43 Monetization and User Data

21:50 Future Plans and User Benefits

23:41 Free vs. Paid Services

24:10 Family Safety Features

24:49 Expanding User Base

26:56 Senior Care Solutions

31:15 Leadership and Core Values

33:17 TikTok and Teen Engagement

39:23 Military Influence on Leadership

42:02 Final Thoughts and Reflections


After Earnings is brought to you by Stakeholder Labs and Morning Brew. 

For more go to https://www.afterearnings.com



Follow Us 

X: https://twitter.com/AfterEarnings

TikTok: https://www.tiktok.com/@AfterEarnings

Instagram: https://www.instagram.com/afterearnin...



Reach Out 

Email: afterearnings@morningbrew.com

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2936 Better: One-Day Mortgages, Interest Rate Woes, and How Not to Handle a Layoff with CEO Vishal Garg In this episode, hosts Katie Perry and Austin Hankwitz interview Vishal Garg, the CEO of Better.com. The conversation delves into how Better.com is revolutionizing the mortgage industry by leveraging technology to streamline processes and reduce costs. Vishal emphasizes the company's mission to make homeownership accessible to a broader audience while focusing strongly on customer experience. The discussion also covers the challenges faced in a volatile market, their approach to regulatory compliance, and the company's future direction. $BETR 00:00 START 02:24 Value Proposition Overview - Vishal explains how Better.com offers a more efficient mortgage process. 06:45 Innovative Tech Integration - Discussion on the technological advancements Better.com uses to improve services. 10:05 Mission and Vision for Inclusivity - Highlighting the company's goals to broaden homeownership access. 15:35 Resilience and Market Strategy - Insights into Better.com’s strategies for handling market fluctuations. 20:55 Focus on Customer Experience - Emphasizing the company's commitment to customer satisfaction. 25:14 Future Growth Plans - Vishal outlines what's next for Better.com regarding expansion and innovation. 30:45 Navigating Regulatory Challenges - Addressing how Better.com manages compliance with evolving regulations. After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 26 Jun 2024 11:00:00 -0000 full Morning Brew In this episode, hosts Katie Perry and Austin Hankwitz interview Vishal Garg, the CEO of Better.com. The conversation delves into how Better.com is revolutionizing the mortgage industry by leveraging technology to streamline processes and reduce costs. Vishal emphasizes the company's mission to make homeownership accessible to a broader audience while focusing strongly on customer experience. The discussion also covers the challenges faced in a volatile market, their approach to regulatory compliance, and the company's future direction. $BETR 00:00 START 02:24 Value Proposition Overview - Vishal explains how Better.com offers a more efficient mortgage process. 06:45 Innovative Tech Integration - Discussion on the technological advancements Better.com uses to improve services. 10:05 Mission and Vision for Inclusivity - Highlighting the company's goals to broaden homeownership access. 15:35 Resilience and Market Strategy - Insights into Better.com’s strategies for handling market fluctuations. 20:55 Focus on Customer Experience - Emphasizing the company's commitment to customer satisfaction. 25:14 Future Growth Plans - Vishal outlines what's next for Better.com regarding expansion and innovation. 30:45 Navigating Regulatory Challenges - Addressing how Better.com manages compliance with evolving regulations. After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode, hosts Katie Perry and Austin Hankwitz interview Vishal Garg, the CEO of Better.com. The conversation delves into how Better.com is revolutionizing the mortgage industry by leveraging technology to streamline processes and reduce costs. Vishal emphasizes the company's mission to make homeownership accessible to a broader audience while focusing strongly on customer experience. The discussion also covers the challenges faced in a volatile market, their approach to regulatory compliance, and the company's future direction.


$BETR

00:00 START

02:24 Value Proposition Overview - Vishal explains how Better.com offers a more efficient mortgage process.

06:45 Innovative Tech Integration - Discussion on the technological advancements Better.com uses to improve services.

10:05 Mission and Vision for Inclusivity - Highlighting the company's goals to broaden homeownership access.

15:35 Resilience and Market Strategy - Insights into Better.com’s strategies for handling market fluctuations.

20:55 Focus on Customer Experience - Emphasizing the company's commitment to customer satisfaction.

25:14 Future Growth Plans - Vishal outlines what's next for Better.com regarding expansion and innovation.

30:45 Navigating Regulatory Challenges - Addressing how Better.com manages compliance with evolving regulations.

After Earnings is brought to you by Stakeholder Labs and Morning Brew. 

For more go to https://www.afterearnings.com

Follow Us

X: https://twitter.com/AfterEarnings

TikTok: https://www.tiktok.com/@AfterEarnings

Instagram: https://www.instagram.com/afterearnings_/

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2661 Cava: Innovating Fast-Casual Dining, Pushing Love Buttons, and IPO Success With CEO Brett Schulman In this episode of After Earnings, the hosts sit down with Brett Schulman, co-founder and CEO of the fast-growing restaurant chain Cava. They discuss Cava's journey from its founding to going public, emphasizing the strategic preparations and robust growth leading to its successful IPO. Brett shares insights on the company's focus on digital transformation, leveraging data, and maintaining strong in-store and digital customer experiences. Additionally, the conversation highlights Cava's commitment to employee development and the impact of its Mediterranean-inspired food on the American dining landscape. $CAVA 00:00 START 01:15 Interview with Brett Schulman, cofounder and CEO of CAVA 02:25 The Love Button for Employees 03:22 The Origins and Growth of Cava 05:15 Retail Strategy and Digital Transformation 08:55 Navigating the IPO Process 14:12 Maintaining Growth and Profitability 23:45 Employee Engagement and Stock Rewards 25:50 New Menu Items and Market Expansion 30:31 Data-Driven Decisions and Future Plans 40:54 Conclusion and Reflections After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 19 Jun 2024 11:00:00 -0000 full Morning Brew In this episode of After Earnings, the hosts sit down with Brett Schulman, co-founder and CEO of the fast-growing restaurant chain Cava. They discuss Cava's journey from its founding to going public, emphasizing the strategic preparations and robust growth leading to its successful IPO. Brett shares insights on the company's focus on digital transformation, leveraging data, and maintaining strong in-store and digital customer experiences. Additionally, the conversation highlights Cava's commitment to employee development and the impact of its Mediterranean-inspired food on the American dining landscape. $CAVA 00:00 START 01:15 Interview with Brett Schulman, cofounder and CEO of CAVA 02:25 The Love Button for Employees 03:22 The Origins and Growth of Cava 05:15 Retail Strategy and Digital Transformation 08:55 Navigating the IPO Process 14:12 Maintaining Growth and Profitability 23:45 Employee Engagement and Stock Rewards 25:50 New Menu Items and Market Expansion 30:31 Data-Driven Decisions and Future Plans 40:54 Conclusion and Reflections After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of After Earnings, the hosts sit down with Brett Schulman, co-founder and CEO of the fast-growing restaurant chain Cava. They discuss Cava's journey from its founding to going public, emphasizing the strategic preparations and robust growth leading to its successful IPO. Brett shares insights on the company's focus on digital transformation, leveraging data, and maintaining strong in-store and digital customer experiences. Additionally, the conversation highlights Cava's commitment to employee development and the impact of its Mediterranean-inspired food on the American dining landscape.


$CAVA


00:00 START

01:15 Interview with Brett Schulman, cofounder and CEO of CAVA

02:25 The Love Button for Employees

03:22 The Origins and Growth of Cava

05:15 Retail Strategy and Digital Transformation

08:55 Navigating the IPO Process

14:12 Maintaining Growth and Profitability

23:45 Employee Engagement and Stock Rewards

25:50 New Menu Items and Market Expansion

30:31 Data-Driven Decisions and Future Plans

40:54 Conclusion and Reflections


After Earnings is brought to you by Stakeholder Labs and Morning Brew. 


For more go to https://www.afterearnings.com


Follow Us 

X: https://twitter.com/AfterEarnings

TikTok: https://www.tiktok.com/@AfterEarnings

Instagram: https://www.instagram.com/afterearnings_/


Reach Out 

Email: afterearnings@morningbrew.com

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2842 Visional: Business in Japan, Becoming a Yankees Partner, and Digital Transformation with CEO Swimmy Minami On this episode of After Earnings hosts Austin Hankwitz and Katie Perry explore Visional CEO and founder Swimmy Minami’s journey and the rise of his company. They discuss Visional's use of AI in HR, its recent IPO on the Tokyo Stock Exchange, and the differences between the Japanese and U.S. job markets. Swimmy also talks about Visional's plans for cybersecurity and other growth areas, his recent accolade from EY as World Entrepreneur of the Year, and his involvement with the Yankees. EY World Entrepreneur of the Year 2024: https://www.ey.com/en_gl/weoy/class-of-2024 TSE:4194 00:00 START 00:12 Meet Swimmy Minami: Tech Entrepreneur and Yankees Owner 01:06 Visional: The Japanese LinkedIn 02:23 AI and Human Capital Management 09:08 Listing on the Tokyo Stock Exchange 11:24 Retail Investing in Japan vs. the U.S. 12:47 Revenue Growth and Market Trends 19:27 Future Innovations and Cybersecurity 23:00 EY World Entrepreneur of the Year 27:46 Swimmy's Role with the New York Yankees After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 12 Jun 2024 11:00:00 -0000 Visional: Business in Japan, Becoming a Yankees Partner, and Digital Transformation with CEO Swimmy Minami full Morning Brew On this episode of After Earnings hosts Austin Hankwitz and Katie Perry explore Visional CEO and founder Swimmy Minami’s journey and the rise of his company. They discuss Visional's use of AI in HR, its recent IPO on the Tokyo Stock Exchange, and the differences between the Japanese and U.S. job markets. Swimmy also talks about Visional's plans for cybersecurity and other growth areas, his recent accolade from EY as World Entrepreneur of the Year, and his involvement with the Yankees. EY World Entrepreneur of the Year 2024: https://www.ey.com/en_gl/weoy/class-of-2024 TSE:4194 00:00 START 00:12 Meet Swimmy Minami: Tech Entrepreneur and Yankees Owner 01:06 Visional: The Japanese LinkedIn 02:23 AI and Human Capital Management 09:08 Listing on the Tokyo Stock Exchange 11:24 Retail Investing in Japan vs. the U.S. 12:47 Revenue Growth and Market Trends 19:27 Future Innovations and Cybersecurity 23:00 EY World Entrepreneur of the Year 27:46 Swimmy's Role with the New York Yankees After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices On this episode of After Earnings hosts Austin Hankwitz and Katie Perry explore Visional CEO and founder Swimmy Minami’s journey and the rise of his company. They discuss Visional's use of AI in HR, its recent IPO on the Tokyo Stock Exchange, and the differences between the Japanese and U.S. job markets. Swimmy also talks about Visional's plans for cybersecurity and other growth areas, his recent accolade from EY as World Entrepreneur of the Year, and his involvement with the Yankees.


EY World Entrepreneur of the Year 2024: https://www.ey.com/en_gl/weoy/class-of-2024


TSE:4194


00:00 START

00:12 Meet Swimmy Minami: Tech Entrepreneur and Yankees Owner

01:06 Visional: The Japanese LinkedIn

02:23 AI and Human Capital Management

09:08 Listing on the Tokyo Stock Exchange

11:24 Retail Investing in Japan vs. the U.S.

12:47 Revenue Growth and Market Trends

19:27 Future Innovations and Cybersecurity

23:00 EY World Entrepreneur of the Year

27:46 Swimmy's Role with the New York Yankees


After Earnings is brought to you by Stakeholder Labs and Morning Brew. 


For more go to https://www.afterearnings.com



Follow Us 

X: https://twitter.com/AfterEarnings

TikTok: https://www.tiktok.com/@AfterEarnings

Instagram: https://www.instagram.com/afterearnings_/



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Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2210 monday.com: Free Cash Flow, Margin Expansion, and Future Plans with CFO Eliran Glazer In this episode of 'After Earnings', Katie Perry and Austin Hankwitz interview Eliran Glazer, CFO of monday.com. Founded in 2012, monday.com helps businesses create no-code workflow tools and went public in 2021. Eliran discusses balancing user types, AI integration, sustainable growth, managing headcount, their Super Bowl ad, and future cash flow plans. The conversation also covers IPO preparation, investor relations, and long-term growth strategies. $MNDY 00:00 START 00:54 Understanding Monday.com's Unique Business Model 01:51 The Story Behind Monday.com 04:03 Monday.com's Diverse Customer Base 08:21 AI Integration in Monday.com 11:53 Growth Strategies and Financial Discipline 20:14 Super Bowl Ad Experiment 22:06 Earnings Results and Future Plans 25:37 Exploring the Seed-Based Business Model 26:35 Future Pricing Models and AI Integration 27:33 Free Cash Flow and Margin Expansion 30:30 Investment Strategies and Market Expansion 31:46 Acquisition Plans and Complementary Technologies 35:23 Preparing for IPO and Financial Systems Overhaul 40:09 Transitioning to a Public Company 44:43 Final Thoughts and Reflections After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 06 Jun 2024 11:00:00 -0000 monday.com: Journey from Inception, IPO Preparation, to Future Growth, with CFO Eliran Glazer full Morning Brew In this episode of 'After Earnings', Katie Perry and Austin Hankwitz interview Eliran Glazer, CFO of monday.com. Founded in 2012, monday.com helps businesses create no-code workflow tools and went public in 2021. Eliran discusses balancing user types, AI integration, sustainable growth, managing headcount, their Super Bowl ad, and future cash flow plans. The conversation also covers IPO preparation, investor relations, and long-term growth strategies. $MNDY 00:00 START 00:54 Understanding Monday.com's Unique Business Model 01:51 The Story Behind Monday.com 04:03 Monday.com's Diverse Customer Base 08:21 AI Integration in Monday.com 11:53 Growth Strategies and Financial Discipline 20:14 Super Bowl Ad Experiment 22:06 Earnings Results and Future Plans 25:37 Exploring the Seed-Based Business Model 26:35 Future Pricing Models and AI Integration 27:33 Free Cash Flow and Margin Expansion 30:30 Investment Strategies and Market Expansion 31:46 Acquisition Plans and Complementary Technologies 35:23 Preparing for IPO and Financial Systems Overhaul 40:09 Transitioning to a Public Company 44:43 Final Thoughts and Reflections After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of 'After Earnings', Katie Perry and Austin Hankwitz interview Eliran Glazer, CFO of monday.com. Founded in 2012, monday.com helps businesses create no-code workflow tools and went public in 2021. Eliran discusses balancing user types, AI integration, sustainable growth, managing headcount, their Super Bowl ad, and future cash flow plans. The conversation also covers IPO preparation, investor relations, and long-term growth strategies.


$MNDY


00:00 START

00:54 Understanding Monday.com's Unique Business Model

01:51 The Story Behind Monday.com

04:03 Monday.com's Diverse Customer Base

08:21 AI Integration in Monday.com

11:53 Growth Strategies and Financial Discipline

20:14 Super Bowl Ad Experiment

22:06 Earnings Results and Future Plans

25:37 Exploring the Seed-Based Business Model

26:35 Future Pricing Models and AI Integration

27:33 Free Cash Flow and Margin Expansion

30:30 Investment Strategies and Market Expansion

31:46 Acquisition Plans and Complementary Technologies

35:23 Preparing for IPO and Financial Systems Overhaul

40:09 Transitioning to a Public Company

44:43 Final Thoughts and Reflections




After Earnings is brought to you by Stakeholder Labs and Morning Brew. 

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]]> 3053 Affirm: BNPL, Competitive Strategies, and Debunking ‘Phantom Debt’ with CFO Michael Linford In this episode of After Earnings, Austin Hankwitz speaks with Affirm CFO Michael Linford, exploring the company's innovative financial products, focusing on the Buy Now Pay Later space, and its commitment to consumer financial health. The discussion highlights Affirm's strategic partnerships, revenue streams, and response to competitive challenges, as well as its approach to leveraging AI for customer service enhancement. Linford also shares his personal journey to Affirm, underscoring the company's passion for offering transparent, flexible financial solutions that align with consumer success. $AFRM 00:00 Welcome to After Earnings: Unveiling Affirm's Financial Innovations 01:00 Breaking Down Affirm's Mission and Business Model 01:37 Affirm's Approach to Consumer Credit and Financial Health 04:32 The Affirm Card: A New Era of Financial Flexibility 06:01 Decoding Affirm's Revenue Streams and Financial Health 11:35 Earnings Highlights: Affirm's Remarkable Quarter 18:58 The Affirm and Shopify Partnership: A Deep Dive 25:12 Addressing the Bloomberg Article on BNPL Debts 31:22 Debunking Myths Around Delinquencies and Credit Behavior 32:33 The Power of Controlled Spending with Affirm 35:44 Affirm's Approach to Credit Reporting and Future Plans 38:23 Navigating the High Interest Rate Environment 43:32 Leveraging AI for Customer Service and Business Efficiency 50:09 Competitive Landscape and Consumer-Centric Strategy 55:24 Personal Journey to Affirm and Career Reflections 59:59 Key Takeaways and Closing Thoughts After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 22 May 2024 11:00:00 -0000 Affirm: BNPL, Competitive Strategies, and Debunking ‘Phantom Debt’ with CFO Michael Linford full Morning Brew In this episode of After Earnings, Austin Hankwitz speaks with Affirm CFO Michael Linford, exploring the company's innovative financial products, focusing on the Buy Now Pay Later space, and its commitment to consumer financial health. The discussion highlights Affirm's strategic partnerships, revenue streams, and response to competitive challenges, as well as its approach to leveraging AI for customer service enhancement. Linford also shares his personal journey to Affirm, underscoring the company's passion for offering transparent, flexible financial solutions that align with consumer success. $AFRM 00:00 Welcome to After Earnings: Unveiling Affirm's Financial Innovations 01:00 Breaking Down Affirm's Mission and Business Model 01:37 Affirm's Approach to Consumer Credit and Financial Health 04:32 The Affirm Card: A New Era of Financial Flexibility 06:01 Decoding Affirm's Revenue Streams and Financial Health 11:35 Earnings Highlights: Affirm's Remarkable Quarter 18:58 The Affirm and Shopify Partnership: A Deep Dive 25:12 Addressing the Bloomberg Article on BNPL Debts 31:22 Debunking Myths Around Delinquencies and Credit Behavior 32:33 The Power of Controlled Spending with Affirm 35:44 Affirm's Approach to Credit Reporting and Future Plans 38:23 Navigating the High Interest Rate Environment 43:32 Leveraging AI for Customer Service and Business Efficiency 50:09 Competitive Landscape and Consumer-Centric Strategy 55:24 Personal Journey to Affirm and Career Reflections 59:59 Key Takeaways and Closing Thoughts After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of After Earnings, Austin Hankwitz speaks with Affirm CFO Michael Linford, exploring the company's innovative financial products, focusing on the Buy Now Pay Later space, and its commitment to consumer financial health. The discussion highlights Affirm's strategic partnerships, revenue streams, and response to competitive challenges, as well as its approach to leveraging AI for customer service enhancement. Linford also shares his personal journey to Affirm, underscoring the company's passion for offering transparent, flexible financial solutions that align with consumer success.


$AFRM


00:00 Welcome to After Earnings: Unveiling Affirm's Financial Innovations

01:00 Breaking Down Affirm's Mission and Business Model

01:37 Affirm's Approach to Consumer Credit and Financial Health

04:32 The Affirm Card: A New Era of Financial Flexibility

06:01 Decoding Affirm's Revenue Streams and Financial Health

11:35 Earnings Highlights: Affirm's Remarkable Quarter

18:58 The Affirm and Shopify Partnership: A Deep Dive

25:12 Addressing the Bloomberg Article on BNPL Debts

31:22 Debunking Myths Around Delinquencies and Credit Behavior

32:33 The Power of Controlled Spending with Affirm

35:44 Affirm's Approach to Credit Reporting and Future Plans

38:23 Navigating the High Interest Rate Environment

43:32 Leveraging AI for Customer Service and Business Efficiency

50:09 Competitive Landscape and Consumer-Centric Strategy

55:24 Personal Journey to Affirm and Career Reflections

59:59 Key Takeaways and Closing Thoughts


After Earnings is brought to you by Stakeholder Labs and Morning Brew. 

For more go to https://www.afterearnings.com



Follow Us 

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Email: afterearnings@morningbrew.com

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 3839 ServiceNow: Driving Billions in Revenue While Being a Top Workplace with CFO Gina Mastantuono In this episode of After Earnings, Katie Perry and Austin Hankwitz sit down with ServiceNow CFO Gina Mastantuono. ServiceNow, a cloud-based workflow automation platform, enables enterprise organizations to improve operational efficiencies by streamlining and automating routine work tasks. Together, they discuss the company's impressive Q1 earnings, advancements in GenAI technology, and the importance of workplace cultural transparency that led them to being ranked #3 by Glassdoor as "Best Places to Work in 2024". $NOW TIMESTAMPS 00:00 START  00:07 Spotlight on ServiceNow: A Deep Dive with CFO Gina Mastantuno 00:39 ServiceNow's Impressive Journey and Q1 Earnings Insights 00:49 Exploring ServiceNow's Culture and Massive Interest in Employment 02:22 The Evolution and Impact of ServiceNow's Platform 05:38 ServiceNow's Strategic Expansion and Customer-Centric Approach 07:42 Generative AI at ServiceNow: Early Adoption and Future Prospects 13:07 Earnings Highlights and the Future of Gen AI 18:23 Investor Day Preview and ServiceNow's Growth Strategy 21:33 Navigating the Competitive Landscape and Partner Ecosystem 25:29 Leadership and Culture: The Pillars of ServiceNow's Success 33:40 Wrapping Up: Reflections and Looking Ahead After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 15 May 2024 11:00:00 -0000 ServiceNow: How to Drive Billions in Quarterly Revenue and Still be a Glassdoor Best Place to Work with CFO Gina Mastantuono full Morning Brew In this episode of After Earnings, Katie Perry and Austin Hankwitz sit down with ServiceNow CFO Gina Mastantuono. ServiceNow, a cloud-based workflow automation platform, enables enterprise organizations to improve operational efficiencies by streamlining and automating routine work tasks. Together, they discuss the company's impressive Q1 earnings, advancements in GenAI technology, and the importance of workplace cultural transparency that led them to being ranked #3 by Glassdoor as "Best Places to Work in 2024". $NOW TIMESTAMPS 00:00 START  00:07 Spotlight on ServiceNow: A Deep Dive with CFO Gina Mastantuno 00:39 ServiceNow's Impressive Journey and Q1 Earnings Insights 00:49 Exploring ServiceNow's Culture and Massive Interest in Employment 02:22 The Evolution and Impact of ServiceNow's Platform 05:38 ServiceNow's Strategic Expansion and Customer-Centric Approach 07:42 Generative AI at ServiceNow: Early Adoption and Future Prospects 13:07 Earnings Highlights and the Future of Gen AI 18:23 Investor Day Preview and ServiceNow's Growth Strategy 21:33 Navigating the Competitive Landscape and Partner Ecosystem 25:29 Leadership and Culture: The Pillars of ServiceNow's Success 33:40 Wrapping Up: Reflections and Looking Ahead After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of After Earnings, Katie Perry and Austin Hankwitz sit down with ServiceNow CFO Gina Mastantuono. ServiceNow, a cloud-based workflow automation platform, enables enterprise organizations to improve operational efficiencies by streamlining and automating routine work tasks. Together, they discuss the company's impressive Q1 earnings, advancements in GenAI technology, and the importance of workplace cultural transparency that led them to being ranked #3 by Glassdoor as "Best Places to Work in 2024".


$NOW


TIMESTAMPS

00:00 START 

00:07 Spotlight on ServiceNow: A Deep Dive with CFO Gina Mastantuno

00:39 ServiceNow's Impressive Journey and Q1 Earnings Insights

00:49 Exploring ServiceNow's Culture and Massive Interest in Employment

02:22 The Evolution and Impact of ServiceNow's Platform

05:38 ServiceNow's Strategic Expansion and Customer-Centric Approach

07:42 Generative AI at ServiceNow: Early Adoption and Future Prospects

13:07 Earnings Highlights and the Future of Gen AI

18:23 Investor Day Preview and ServiceNow's Growth Strategy

21:33 Navigating the Competitive Landscape and Partner Ecosystem

25:29 Leadership and Culture: The Pillars of ServiceNow's Success

33:40 Wrapping Up: Reflections and Looking Ahead


After Earnings is brought to you by Stakeholder Labs and Morning Brew. 

For more go to https://www.afterearnings.com


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Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2318 atai Life Sciences: Psychedelics, Mental Health, and Drug Development with Founder and Chairman Christian Angermayer In this episode, hosts Katie Perry and Austin Hankwitz explore atai Life Sciences with Founder and Chairman Christian Angermayer, covering its mission and the rise of mental health issues. Together, they discuss the current state of psychedelic regulation, atai’s drug development phases, how retail investors should approach Atai post-product launch, and the company’s go-to-market strategy. $ATAI 00:00:00 START 00:01:20 What is atai Life Sciences? 00:08:55 The prevailing theory on the rapid rise of mental health issues 00:15:50 Regulatory bodies’ openness to collaborating with atai 00:17:58 The current state of the regulation process for psychedelics 00:19:17 Phases of drug development and where atai currently is 00:24:00 How retail investors should be thinking about atai once the products go live 00:27:10 atai’s go-to-market strategy 00:32:09 Current world leader who should have the psychedelic experience 00:35:28 What retail investors should be looking at in atai’s earnings 00:40:13 Longevity and anti-aging effects of psychedelics After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 08 May 2024 11:00:00 -0000 atai Life Sciences: Psychedelics, Mental Health, and Drug Development with Founder and Chairman Christian Angermayer full Morning Brew In this episode, hosts Katie Perry and Austin Hankwitz explore atai Life Sciences with Founder and Chairman Christian Angermayer, covering its mission and the rise of mental health issues. Together, they discuss the current state of psychedelic regulation, atai’s drug development phases, how retail investors should approach Atai post-product launch, and the company’s go-to-market strategy. $ATAI 00:00:00 START 00:01:20 What is atai Life Sciences? 00:08:55 The prevailing theory on the rapid rise of mental health issues 00:15:50 Regulatory bodies’ openness to collaborating with atai 00:17:58 The current state of the regulation process for psychedelics 00:19:17 Phases of drug development and where atai currently is 00:24:00 How retail investors should be thinking about atai once the products go live 00:27:10 atai’s go-to-market strategy 00:32:09 Current world leader who should have the psychedelic experience 00:35:28 What retail investors should be looking at in atai’s earnings 00:40:13 Longevity and anti-aging effects of psychedelics After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode, hosts Katie Perry and Austin Hankwitz explore atai Life Sciences with Founder and Chairman Christian Angermayer, covering its mission and the rise of mental health issues. Together, they discuss the current state of psychedelic regulation, atai’s drug development phases, how retail investors should approach Atai post-product launch, and the company’s go-to-market strategy.

$ATAI


00:00:00 START

00:01:20 What is atai Life Sciences?

00:08:55 The prevailing theory on the rapid rise of mental health issues

00:15:50 Regulatory bodies’ openness to collaborating with atai

00:17:58 The current state of the regulation process for psychedelics

00:19:17 Phases of drug development and where atai currently is

00:24:00 How retail investors should be thinking about atai once the products go live

00:27:10 atai’s go-to-market strategy

00:32:09 Current world leader who should have the psychedelic experience

00:35:28 What retail investors should be looking at in atai’s earnings

00:40:13 Longevity and anti-aging effects of psychedelics

After Earnings is brought to you by Stakeholder Labs and Morning Brew.


For more go to https://www.afterearnings.com

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Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2937 Lovesac: From Basement Bean Bags to a $700M Tech-Enabled Furniture Business with CEO Shawn Nelson In this episode of the After Earnings podcast, host Katie Perry sat down with LoveSac CEO Shawn David Nelson to discuss LoveSac's success as a modular couch company whose products are designed to adapt and grow with users. They emphasize LoveSac's unique approach in researching target demographics and operating like a consumer packaged goods brand. They also break down the company’s partnerships with Best Buy, online sales strategies, upcoming innovations, lessons from store openings, future plans for LoveSac, and more. TIMESTAMPS  00:00 Start 01:05 The story of LoveSac 03:06 The power of reputation and a product that grows with you 04:56 The modular couch and a product designed for life 07:31 What separates Lovesac: research, understanding, and operating like a CPG brand 09:14 The target demographics 13:12 Highlighting earnings success and what’s changed 15:02 How the name for LoveSac came about 20:08 Taking on online sales and going through cycles 22:36 Partnerships with Best Buy and the sell tech behind it 25:49 New innovations coming down the line 31:04 His book: Let Me Save You 25 Years 33:05 How a big lesson learned to opening their own store 34:57 What’s next for LoveSac $LOVE  After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 01 May 2024 11:00:00 -0000 Lovesac: From Basement Bean Bags to a $700M Tech-Enabled Furniture Business with CEO Shawn Nelson full Morning Brew Lovesac CEO In this episode of the After Earnings podcast, host Katie Perry sat down with LoveSac CEO Shawn David Nelson to discuss LoveSac's success as a modular couch company whose products are designed to adapt and grow with users. They emphasize LoveSac's unique approach in researching target demographics and operating like a consumer packaged goods brand. They also break down the company’s partnerships with Best Buy, online sales strategies, upcoming innovations, lessons from store openings, future plans for LoveSac, and more. TIMESTAMPS  00:00 Start 01:05 The story of LoveSac 03:06 The power of reputation and a product that grows with you 04:56 The modular couch and a product designed for life 07:31 What separates Lovesac: research, understanding, and operating like a CPG brand 09:14 The target demographics 13:12 Highlighting earnings success and what’s changed 15:02 How the name for LoveSac came about 20:08 Taking on online sales and going through cycles 22:36 Partnerships with Best Buy and the sell tech behind it 25:49 New innovations coming down the line 31:04 His book: Let Me Save You 25 Years 33:05 How a big lesson learned to opening their own store 34:57 What’s next for LoveSac $LOVE  After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of the After Earnings podcast, host Katie Perry sat down with LoveSac CEO Shawn David Nelson to discuss LoveSac's success as a modular couch company whose products are designed to adapt and grow with users. They emphasize LoveSac's unique approach in researching target demographics and operating like a consumer packaged goods brand. They also break down the company’s partnerships with Best Buy, online sales strategies, upcoming innovations, lessons from store openings, future plans for LoveSac, and more.



TIMESTAMPS 

00:00 Start

01:05 The story of LoveSac

03:06 The power of reputation and a product that grows with you

04:56 The modular couch and a product designed for life

07:31 What separates Lovesac: research, understanding, and operating like a CPG brand

09:14 The target demographics

13:12 Highlighting earnings success and what’s changed

15:02 How the name for LoveSac came about

20:08 Taking on online sales and going through cycles

22:36 Partnerships with Best Buy and the sell tech behind it

25:49 New innovations coming down the line

31:04 His book: Let Me Save You 25 Years

33:05 How a big lesson learned to opening their own store

34:57 What’s next for LoveSac


$LOVE 


After Earnings is brought to you by Stakeholder Labs and Morning Brew. 

For more go to https://www.afterearnings.com


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Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2396 Kura Sushi USA: Innovating Sushi Dining, Culinary Trends & Robot Waiters with CFO Jeff Uttz In this episode, host Katie Perry sat down with Kura Sushi USA’s Chief Financial Officer Jeff Uttz to explore how Kura Sushi is revolutionizing the sushi experience through partnerships and innovation. From gamifying the dining experience to sourcing sushi globally and Americanizing the menu, Kura is making waves in the industry. The discussion also touches on the growth of sushi in the US, the importance of quality in dining, and the company's plans for expansion.  TIMESTAMPS: 00:00:00 Start 00:02:18 Gamifying the sushi experience with Spy Family and Dragon Ball partnerships 00:06:09 The growth of sushi in the US and sushi going mainstream 00:07:41 “Eatertainment”, Kirbi the roboserver, and quality 00:08:53 The Doordash partnership 00:10:52 Opening 10 restaurants in the fiscal year 00:14:51 Explanation of white space 00:16:36 Where does Kura fit in the sushi landscape 00:20:59 Sourcing sushi from all over the world and super freezing for freshness 00:23:53 Americanizing the menu, rolls, and operations 00:25:51 The loyalty program members and the new app gathering data 00:31:02 Being an executive in the restaurant industry and permitting After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 24 Apr 2024 11:00:00 -0000 Kura Sushi USA: Innovating Sushi Dining, Culinary Trends & Robot Waiters with CFO Jeff Uttz full Morning Brew Kura Sushi USA CFO Interview In this episode, host Katie Perry sat down with Kura Sushi USA’s Chief Financial Officer Jeff Uttz to explore how Kura Sushi is revolutionizing the sushi experience through partnerships and innovation. From gamifying the dining experience to sourcing sushi globally and Americanizing the menu, Kura is making waves in the industry. The discussion also touches on the growth of sushi in the US, the importance of quality in dining, and the company's plans for expansion.  TIMESTAMPS: 00:00:00 Start 00:02:18 Gamifying the sushi experience with Spy Family and Dragon Ball partnerships 00:06:09 The growth of sushi in the US and sushi going mainstream 00:07:41 “Eatertainment”, Kirbi the roboserver, and quality 00:08:53 The Doordash partnership 00:10:52 Opening 10 restaurants in the fiscal year 00:14:51 Explanation of white space 00:16:36 Where does Kura fit in the sushi landscape 00:20:59 Sourcing sushi from all over the world and super freezing for freshness 00:23:53 Americanizing the menu, rolls, and operations 00:25:51 The loyalty program members and the new app gathering data 00:31:02 Being an executive in the restaurant industry and permitting After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode, host Katie Perry sat down with Kura Sushi USA’s Chief Financial Officer Jeff Uttz to explore how Kura Sushi is revolutionizing the sushi experience through partnerships and innovation. From gamifying the dining experience to sourcing sushi globally and Americanizing the menu, Kura is making waves in the industry. The discussion also touches on the growth of sushi in the US, the importance of quality in dining, and the company's plans for expansion. 


TIMESTAMPS:

00:00:00 Start

00:02:18 Gamifying the sushi experience with Spy Family and Dragon Ball partnerships

00:06:09 The growth of sushi in the US and sushi going mainstream

00:07:41 “Eatertainment”, Kirbi the roboserver, and quality

00:08:53 The Doordash partnership

00:10:52 Opening 10 restaurants in the fiscal year

00:14:51 Explanation of white space

00:16:36 Where does Kura fit in the sushi landscape

00:20:59 Sourcing sushi from all over the world and super freezing for freshness

00:23:53 Americanizing the menu, rolls, and operations

00:25:51 The loyalty program members and the new app gathering data

00:31:02 Being an executive in the restaurant industry and permitting


After Earnings is brought to you by Stakeholder Labs and Morning Brew. 

For more go to https://www.afterearnings.com


Follow Us 

X: https://twitter.com/AfterEarnings

TikTok: https://www.tiktok.com/@AfterEarnings

Instagram: https://www.instagram.com/afterearnings_/


Reach Out 

Email: afterearnings@morningbrew.com

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2238 REE Automotive: EV's Commercial Future & Capital Strategies with CEO Daniel Barel In this episode of the After Earnings podcast, Katie Perry and Austin Hankwitz interview Daniel Barel, co-founder and CEO of REE Automotive, discussing the company's innovative approach to modernizing the commercial vehicle industry. They delve into REE Automotive's focus on building modular commercial EV systems, challenges in transitioning dealers and fleets to electric trucks, and the importance of clear communication with investors. Daniel highlights the company's three-year plan to generate a billion in sales by 2026, emphasizing responsible financial management and transparency in operations. $REE 00:00:00 Start 00:06:41 Nuances between commercial and passenger EVs in the midsize truck industry 00:10:23 Importance of battery technology and charging infrastructure for controlled routes in the commercial EV industry 00:15:17 Challenges and strategies in converting customers to adopt commercial EVs through sales demos 00:19:21 Comparing service requirements for commercial EVs vs. traditional vehicles 00:27:38 Securing working capital amid macroeconomic uncertainty 00:31:21 Demystifying business nuances for investors as the CEO 00:39:02 Daily driver preferences and driving experiences 00:43:23 The distinct role of commercial EVs in last-mile delivery services After Earnings is brought to you by Stakeholder Labs and Morning Brew.  Follow Us  X: AfterEarnings TikTok: AfterEarnings  Instagram: AfterEarnings_ Youtube: @AfterEarnings  Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 17 Apr 2024 11:30:00 -0000 REE Automotive: EV's Commercial Future & Capital Strategies with CEO Daniel Barel full Morning Brew REE Automotive CEO In this episode of the After Earnings podcast, Katie Perry and Austin Hankwitz interview Daniel Barel, co-founder and CEO of REE Automotive, discussing the company's innovative approach to modernizing the commercial vehicle industry. They delve into REE Automotive's focus on building modular commercial EV systems, challenges in transitioning dealers and fleets to electric trucks, and the importance of clear communication with investors. Daniel highlights the company's three-year plan to generate a billion in sales by 2026, emphasizing responsible financial management and transparency in operations. $REE 00:00:00 Start 00:06:41 Nuances between commercial and passenger EVs in the midsize truck industry 00:10:23 Importance of battery technology and charging infrastructure for controlled routes in the commercial EV industry 00:15:17 Challenges and strategies in converting customers to adopt commercial EVs through sales demos 00:19:21 Comparing service requirements for commercial EVs vs. traditional vehicles 00:27:38 Securing working capital amid macroeconomic uncertainty 00:31:21 Demystifying business nuances for investors as the CEO 00:39:02 Daily driver preferences and driving experiences 00:43:23 The distinct role of commercial EVs in last-mile delivery services After Earnings is brought to you by Stakeholder Labs and Morning Brew.  Follow Us  X: AfterEarnings TikTok: AfterEarnings  Instagram: AfterEarnings_ Youtube: @AfterEarnings  Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of the After Earnings podcast, Katie Perry and Austin Hankwitz interview Daniel Barel, co-founder and CEO of REE Automotive, discussing the company's innovative approach to modernizing the commercial vehicle industry. They delve into REE Automotive's focus on building modular commercial EV systems, challenges in transitioning dealers and fleets to electric trucks, and the importance of clear communication with investors. Daniel highlights the company's three-year plan to generate a billion in sales by 2026, emphasizing responsible financial management and transparency in operations.


$REE


00:00:00 Start

00:06:41 Nuances between commercial and passenger EVs in the midsize truck industry

00:10:23 Importance of battery technology and charging infrastructure for controlled routes in the commercial EV industry

00:15:17 Challenges and strategies in converting customers to adopt commercial EVs through sales demos

00:19:21 Comparing service requirements for commercial EVs vs. traditional vehicles

00:27:38 Securing working capital amid macroeconomic uncertainty

00:31:21 Demystifying business nuances for investors as the CEO

00:39:02 Daily driver preferences and driving experiences

00:43:23 The distinct role of commercial EVs in last-mile delivery services


After Earnings is brought to you by Stakeholder Labs and Morning Brew. 


Follow Us 

X: AfterEarnings

TikTok: AfterEarnings 

Instagram: AfterEarnings_

Youtube: @AfterEarnings 


Reach Out

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]]> 2837 Braze: AI Marketing Advisors & The Craft of Customer Engagement with CEO Bill Magnuson Braze CEO Bill Magnuson talked with hosts Austin and Katie about how major companies use their product, being ahead of the AI curve, and the tools clients usually consolidate when they switch to Braze. Bill also shared insights on growing the company and staying profitable, along with his journey from co-founder and CTO to CEO before going public. $BRZE 00:01:21 - The state of marketing  00:06:09 - Why they built the company in 2011 and how the landscape changed  00:10:27 - How big names are using Braze  00:18:05 - Landing an 8 figure customer and “hunting and farming”  00:21:41 - What tools companies consolidate when they move to Braze   00:26:35 - Why costs differs across platforms  00:30:02 - Scaling at Braze and profitability  00:35:23 - Being a startup founder CTO turned public company CEO  00:38:46 - Using AI for the last decade and the rise of GenAI  00:49:59 - Steering clear of political campaigns After Earnings is brought to you by Stakeholder Labs and Morning Brew.  Follow Us  X: AfterEarnings TikTok: AfterEarnings  Instagram: AfterEarnings_ Youtube: @AfterEarnings  Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 03 Apr 2024 11:00:00 -0000 Braze: AI Marketing Advisors & The Craft of Customer Engagement with CEO Bill Magnuson full Morning Brew Braze CEO Braze CEO Bill Magnuson talked with hosts Austin and Katie about how major companies use their product, being ahead of the AI curve, and the tools clients usually consolidate when they switch to Braze. Bill also shared insights on growing the company and staying profitable, along with his journey from co-founder and CTO to CEO before going public. $BRZE 00:01:21 - The state of marketing  00:06:09 - Why they built the company in 2011 and how the landscape changed  00:10:27 - How big names are using Braze  00:18:05 - Landing an 8 figure customer and “hunting and farming”  00:21:41 - What tools companies consolidate when they move to Braze   00:26:35 - Why costs differs across platforms  00:30:02 - Scaling at Braze and profitability  00:35:23 - Being a startup founder CTO turned public company CEO  00:38:46 - Using AI for the last decade and the rise of GenAI  00:49:59 - Steering clear of political campaigns After Earnings is brought to you by Stakeholder Labs and Morning Brew.  Follow Us  X: AfterEarnings TikTok: AfterEarnings  Instagram: AfterEarnings_ Youtube: @AfterEarnings  Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Braze CEO Bill Magnuson talked with hosts Austin and Katie about how major companies use their product, being ahead of the AI curve, and the tools clients usually consolidate when they switch to Braze. Bill also shared insights on growing the company and staying profitable, along with his journey from co-founder and CTO to CEO before going public.


$BRZE


00:01:21 - The state of marketing 

00:06:09 - Why they built the company in 2011 and how the landscape changed 

00:10:27 - How big names are using Braze 

00:18:05 - Landing an 8 figure customer and “hunting and farming” 

00:21:41 - What tools companies consolidate when they move to Braze  

00:26:35 - Why costs differs across platforms 

00:30:02 - Scaling at Braze and profitability 

00:35:23 - Being a startup founder CTO turned public company CEO 

00:38:46 - Using AI for the last decade and the rise of GenAI 

00:49:59 - Steering clear of political campaigns



After Earnings is brought to you by Stakeholder Labs and Morning Brew. 


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]]> 3089 Redwire Space: Lunar Dominance, Microgravity Drugs, and Extraterrestrial Life with CEO Peter Cannito In this episode of After Earnings, hosts Katie Perry and Austin Hankwitz sit with Peter Cannito, CEO of Redwire, to talk about their strategic positioning and potential impact on the space industry. Peter breaks down the company's role in driving growth and innovation through partnerships like Eli Lilly for microgravity drug research, as well as the bidding process, security clearances, and the importance of space exploration. $RDW  TIMESTAMPS: 00:00:00 START 00:03:02 Where Redwire lies in the space value chain 00:06:06 Redwire’s Q4 national security revenue 00:10:23 On space race and moon dominance 00:15:01 The outlook for drug development in space 00:24:52 Drivers for profitable growth rate 00:31:17 The dynamics of space industry revenues 00:35:09 The bidding process 00:48:08 Aliens: Are they real or not real? After Earnings is brought to you by Stakeholder Labs and Morning Brew.  Follow Us  X: AfterEarnings TikTok: AfterEarnings  Instagram: AfterEarnings_ Youtube: @AfterEarnings  Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 27 Mar 2024 11:00:00 -0000 Redwire Space: Lunar Dominance, Microgravity Drugs, and Extraterrestrial Life with CEO Peter Cannito full Morning Brew Redwire Space CEO In this episode of After Earnings, hosts Katie Perry and Austin Hankwitz sit with Peter Cannito, CEO of Redwire, to talk about their strategic positioning and potential impact on the space industry. Peter breaks down the company's role in driving growth and innovation through partnerships like Eli Lilly for microgravity drug research, as well as the bidding process, security clearances, and the importance of space exploration. $RDW  TIMESTAMPS: 00:00:00 START 00:03:02 Where Redwire lies in the space value chain 00:06:06 Redwire’s Q4 national security revenue 00:10:23 On space race and moon dominance 00:15:01 The outlook for drug development in space 00:24:52 Drivers for profitable growth rate 00:31:17 The dynamics of space industry revenues 00:35:09 The bidding process 00:48:08 Aliens: Are they real or not real? After Earnings is brought to you by Stakeholder Labs and Morning Brew.  Follow Us  X: AfterEarnings TikTok: AfterEarnings  Instagram: AfterEarnings_ Youtube: @AfterEarnings  Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of After Earnings, hosts Katie Perry and Austin Hankwitz sit with Peter Cannito, CEO of Redwire, to talk about their strategic positioning and potential impact on the space industry. Peter breaks down the company's role in driving growth and innovation through partnerships like Eli Lilly for microgravity drug research, as well as the bidding process, security clearances, and the importance of space exploration.

$RDW 

TIMESTAMPS:

00:00:00 START

00:03:02 Where Redwire lies in the space value chain

00:06:06 Redwire’s Q4 national security revenue

00:10:23 On space race and moon dominance

00:15:01 The outlook for drug development in space

00:24:52 Drivers for profitable growth rate

00:31:17 The dynamics of space industry revenues

00:35:09 The bidding process

00:48:08 Aliens: Are they real or not real?


After Earnings is brought to you by Stakeholder Labs and Morning Brew. 


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]]> 3302 Celsius Holdings: Building a Billion $$ Brand & the 3-Horse Energy Drink Race with CEO John Fieldly Hosts Katie Perry and Austin Hankwitz sat with Celsius CEO John Fieldly in the latest episode of After Earnings. Together, they discussed Celsius's success in building a strong brand identity, expanding market share, and leveraging data analytics to connect with consumers and drive company growth. John emphasized the impact of PepsiCo's $550M investment, product innovation, and aligning with influencers and brands like Jake Paul and Inter Miami. $CELH 00:00:00 START 00:03:11 Celsius’ growth story 00:06:26 Selecting which sports brands and personalities to partner with 00:10:56 How Celsius was able to capitalize on the “living fit” trend successfully 00:13:02 The process of product development  00:17:00 Growth levers from Pepsi’s $550M investment 00:23:45 Pricing strategy for entering new markets 00:26:10 Stepping in as Celsius’ new CEO 00:33:04 Deepening the relationship with retail investors After Earnings is brought to you by Stakeholder Labs and Morning Brew.  Follow Us  X: AfterEarnings TikTok: AfterEarnings  Instagram: AfterEarnings_ Youtube: @AfterEarnings  Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 20 Mar 2024 10:45:00 -0000 Celsius Holdings: Building a Billion $$ Brand & the 3-Horse Energy Drink Race with CEO John Fieldly full Morning Brew Celsius Holdings CEO Hosts Katie Perry and Austin Hankwitz sat with Celsius CEO John Fieldly in the latest episode of After Earnings. Together, they discussed Celsius's success in building a strong brand identity, expanding market share, and leveraging data analytics to connect with consumers and drive company growth. John emphasized the impact of PepsiCo's $550M investment, product innovation, and aligning with influencers and brands like Jake Paul and Inter Miami. $CELH 00:00:00 START 00:03:11 Celsius’ growth story 00:06:26 Selecting which sports brands and personalities to partner with 00:10:56 How Celsius was able to capitalize on the “living fit” trend successfully 00:13:02 The process of product development  00:17:00 Growth levers from Pepsi’s $550M investment 00:23:45 Pricing strategy for entering new markets 00:26:10 Stepping in as Celsius’ new CEO 00:33:04 Deepening the relationship with retail investors After Earnings is brought to you by Stakeholder Labs and Morning Brew.  Follow Us  X: AfterEarnings TikTok: AfterEarnings  Instagram: AfterEarnings_ Youtube: @AfterEarnings  Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Hosts Katie Perry and Austin Hankwitz sat with Celsius CEO John Fieldly in the latest episode of After Earnings. Together, they discussed Celsius's success in building a strong brand identity, expanding market share, and leveraging data analytics to connect with consumers and drive company growth. John emphasized the impact of PepsiCo's $550M investment, product innovation, and aligning with influencers and brands like Jake Paul and Inter Miami.


$CELH

00:00:00 START

00:03:11 Celsius’ growth story

00:06:26 Selecting which sports brands and personalities to partner with

00:10:56 How Celsius was able to capitalize on the “living fit” trend successfully

00:13:02 The process of product development 

00:17:00 Growth levers from Pepsi’s $550M investment

00:23:45 Pricing strategy for entering new markets

00:26:10 Stepping in as Celsius’ new CEO

00:33:04 Deepening the relationship with retail investors


After Earnings is brought to you by Stakeholder Labs and Morning Brew. 


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]]> 2341 Bark: Cereal for Dogs, AI Applications, and Sustaining Momentum with CEO Matt Meeker On this episode of After Earnings, hosts Katie Perry and Austin Hankwitz sit down with Matt Meeker, co-founder and CEO of BARK. Matt shares insights on marketing and brand management, as well as maintaining momentum, managing employee morale, and product expansion. BARK is expanding its consumables business and bringing the same fun, humor and storytelling that made BarkBox famous to the dog treats category with the launch of its first full collection of dog treats called The Snack Pack. Timestamps 00:00:00 Start  00:06:23 Coming up with engaging and fun product flavor names 00:14:29 Preparing the company for what is to turn into future demand 00:19:29 Making customer-centric decisions 00:26:08 AI applications at Bark 00:31:51 General approaches to retail partnerships 00:36:44 The transition from Meetup.com to Bark 00:40:44 Building and sustaining momentum within the company 00:43:30 How to keep employees’ energy despite rollercoaster rides in the business ________ After Earnings is brought to you by Stakeholder Labs and Morning Brew.  Follow Us  X: AfterEarnings TikTok: AfterEarnings  Instagram: AfterEarnings_ Youtube: @AfterEarnings  Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 13 Mar 2024 12:00:00 -0000 Bark: Cereal for Dogs, AI Applications, and Sustaining Momentum with CEO Matt Meeker full Morning Brew Bark CEO On this episode of After Earnings, hosts Katie Perry and Austin Hankwitz sit down with Matt Meeker, co-founder and CEO of BARK. Matt shares insights on marketing and brand management, as well as maintaining momentum, managing employee morale, and product expansion. BARK is expanding its consumables business and bringing the same fun, humor and storytelling that made BarkBox famous to the dog treats category with the launch of its first full collection of dog treats called The Snack Pack. Timestamps 00:00:00 Start  00:06:23 Coming up with engaging and fun product flavor names 00:14:29 Preparing the company for what is to turn into future demand 00:19:29 Making customer-centric decisions 00:26:08 AI applications at Bark 00:31:51 General approaches to retail partnerships 00:36:44 The transition from Meetup.com to Bark 00:40:44 Building and sustaining momentum within the company 00:43:30 How to keep employees’ energy despite rollercoaster rides in the business ________ After Earnings is brought to you by Stakeholder Labs and Morning Brew.  Follow Us  X: AfterEarnings TikTok: AfterEarnings  Instagram: AfterEarnings_ Youtube: @AfterEarnings  Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices On this episode of After Earnings, hosts Katie Perry and Austin Hankwitz sit down with Matt Meeker, co-founder and CEO of BARK. Matt shares insights on marketing and brand management, as well as maintaining momentum, managing employee morale, and product expansion. BARK is expanding its consumables business and bringing the same fun, humor and storytelling that made BarkBox famous to the dog treats category with the launch of its first full collection of dog treats called The Snack Pack.


Timestamps

00:00:00 Start 

00:06:23 Coming up with engaging and fun product flavor names

00:14:29 Preparing the company for what is to turn into future demand

00:19:29 Making customer-centric decisions

00:26:08 AI applications at Bark

00:31:51 General approaches to retail partnerships

00:36:44 The transition from Meetup.com to Bark

00:40:44 Building and sustaining momentum within the company

00:43:30 How to keep employees’ energy despite rollercoaster rides in the business


________


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]]> 2950 Sprout Social: Influencer Marketing, Social-First Orgs, and Scaling for Growth with President Ryan Barretto In this episode of After Earnings, hosts Katie Perry and Austin Hankwitz sit down with Ryan Barretto, President of Sprout Social.. They discuss the company's growth strategy, data analysis, and the evolving role of social media in business. The conversation delves into Sprout Social's focus on sophisticated customers and how social listening aids decision-making.   Timestamps 00:00:00 Start  00:04:17 How Sprout Social’s strategy shifted as a company in 2023 00:13:33 Companies becoming social-first organizations 00:19:10 How social listening data can shape brand marketing 00:23:43 Balancing quality and speed as a company 00:31:01 The three areas in which AI is helpful to customers 00:34:46 Influencer marketing 00:40:09 Insights from data gathered on Sprout 00:45:00 Societal conversations around social media _________ After Earnings is brought to you by Stakeholder Labs and Morning Brew.  Follow Us X: AfterEarnings TikTok: AfterEarnings  Instagram: AfterEarnings_ Youtube: @AfterEarnings  Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 13 Mar 2024 12:00:00 -0000 Sprout Social: Influencer Marketing, Social-First Orgs, and Scaling for Growth with President Ryan Barretto full Morning Brew Sprout Social President In this episode of After Earnings, hosts Katie Perry and Austin Hankwitz sit down with Ryan Barretto, President of Sprout Social.. They discuss the company's growth strategy, data analysis, and the evolving role of social media in business. The conversation delves into Sprout Social's focus on sophisticated customers and how social listening aids decision-making.   Timestamps 00:00:00 Start  00:04:17 How Sprout Social’s strategy shifted as a company in 2023 00:13:33 Companies becoming social-first organizations 00:19:10 How social listening data can shape brand marketing 00:23:43 Balancing quality and speed as a company 00:31:01 The three areas in which AI is helpful to customers 00:34:46 Influencer marketing 00:40:09 Insights from data gathered on Sprout 00:45:00 Societal conversations around social media _________ After Earnings is brought to you by Stakeholder Labs and Morning Brew.  Follow Us X: AfterEarnings TikTok: AfterEarnings  Instagram: AfterEarnings_ Youtube: @AfterEarnings  Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of After Earnings, hosts Katie Perry and Austin Hankwitz sit down with Ryan Barretto, President of Sprout Social.. They discuss the company's growth strategy, data analysis, and the evolving role of social media in business. The conversation delves into Sprout Social's focus on sophisticated customers and how social listening aids decision-making.

 

Timestamps

00:00:00 Start 

00:04:17 How Sprout Social’s strategy shifted as a company in 2023

00:13:33 Companies becoming social-first organizations

00:19:10 How social listening data can shape brand marketing

00:23:43 Balancing quality and speed as a company

00:31:01 The three areas in which AI is helpful to customers

00:34:46 Influencer marketing

00:40:09 Insights from data gathered on Sprout

00:45:00 Societal conversations around social media


_________


After Earnings is brought to you by Stakeholder Labs and Morning Brew. 


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]]> 3098 Introducing After Earnings with Austin Hankwitz & Katie Perry The stock market has changed. Once dominated by a few huge players, a new wave of engaged retail investors has more influence than ever. After Earnings is the show that connects the modern investor with the executives and decision-makers who are shaping the markets. Join Austin Hankwitz and Katie Perry as they bring the conversations that used to be available only to hedge fund managers to the rest of us. After Earnings is brought to you by Stakeholder Labs and Morning Brew.  Follow Us  X: @AfterEarnings TikTok: @AfterEarnings  Instagram: @AfterEarnings_ Youtube: @AfterEarnings  Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 12 Mar 2024 13:30:00 -0000 Introducing After Earnings with Austin Hankwitz & Katie Perry full Morning Brew After Earnings Trailer The stock market has changed. Once dominated by a few huge players, a new wave of engaged retail investors has more influence than ever. After Earnings is the show that connects the modern investor with the executives and decision-makers who are shaping the markets. Join Austin Hankwitz and Katie Perry as they bring the conversations that used to be available only to hedge fund managers to the rest of us. After Earnings is brought to you by Stakeholder Labs and Morning Brew.  Follow Us  X: @AfterEarnings TikTok: @AfterEarnings  Instagram: @AfterEarnings_ Youtube: @AfterEarnings  Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices The stock market has changed. Once dominated by a few huge players, a new wave of engaged retail investors has more influence than ever. After Earnings is the show that connects the modern investor with the executives and decision-makers who are shaping the markets. Join Austin Hankwitz and Katie Perry as they bring the conversations that used to be available only to hedge fund managers to the rest of us.


After Earnings is brought to you by Stakeholder Labs and Morning Brew. 


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]]> 63