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.
Mon, April 28, 2025
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, April 14, 2025
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, April 07, 2025
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
Sun, March 23, 2025
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
Mon, March 17, 2025
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, March 03, 2025
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. $T 00:00 START 00:45 Core Business Lines: Mobile and Fiber Services 01:34 Recent Earnings and Performance 02:05 Enterprise Services and Challenges 05:40 Spectrum Acquisitions and Satellite Communications 09:15 Investments in Fiber and Wireless 16:55 Political and Regulatory Impacts After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Mon, February 24, 2025
Chipotle's ($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. $CMG 00:00 START 02:13 The Rise of “Chipotlanes” 06:47 Portion Sizes and Value Proposition 08:39 Impact of Mobile Ordering 11:01 Seasonal Trends and International Expansion 14:31 Ownership Model 17:42 Rapid Fire Questions After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Mon, February 10, 2025
With the CHIPS Act, rocketship growth in AI and a long trend of automation, companies like Synopsys ($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, February 03, 2025
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, January 27, 2025
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, January 13, 2025
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, December 30, 2024
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, December 16, 2024
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, December 09, 2024
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, November 25, 2024
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
Tue, November 12, 2024
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
Mon, October 21, 2024
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, October 14, 2024
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, September 30, 2024
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
Thu, September 26, 2024
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
Mon, September 23, 2024
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, September 16, 2024
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, September 09, 2024
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
Tue, September 03, 2024
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
Mon, August 26, 2024
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, August 19, 2024
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
Wed, August 14, 2024
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, August 07, 2024
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
Thu, August 01, 2024
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, July 25, 2024
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
Wed, July 17, 2024
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, July 10, 2024
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, June 26, 2024
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, June 19, 2024
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, June 12, 2024
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
Thu, June 06, 2024
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
Wed, May 22, 2024
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, May 15, 2024
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, May 08, 2024
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, May 01, 2024
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, April 24, 2024
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, April 17, 2024
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, April 03, 2024
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, March 27, 2024
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, March 20, 2024
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, March 13, 2024
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, March 13, 2024
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
Tue, March 12, 2024
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
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