Brett Schulman (00:00): We think Mediterranean is the next large scale cultural cuisine category. As the US consumer looks beyond the mature categories of Asian, Italian, Mexican Ann Berry (00:09): Foot traffic is slowing down across much o…
Todd McKinnon (00:00): Getting all of security from one vendor is dangerous. Clearly getting everything across infrastructure and collaboration and devices from one vendor like Microsoft is dangerous. Ann Berry (00:10): If you're still thin…
David Risher (00:00):I want to serve riders and drivers better than they've ever been served before. And I want to connect people with the places they love, the people they love, the things they love to do. I think as our world gets more tech…
David Baszucki (00:00): We're not really trying to replace humans, we're trying to accelerate humans just like digital photography did a while back. AI is going to do this for a lot of Roblox creators. Ann Berry (00:11): Gaming isn't about …
Ann Berry (00:00):60% of your toy sales you reported are now to adults. Gina Goetter (00:03):Mainly it's the collectors. It's this trend of collectibility that is fueling a lot of our businesses. Ann Berry (00:11):The toy and game indu…
Dr. Subodh Kulkarni (00:00):Nature has given us a perfect quantum computer. It's the human brain. What we are trying to do is come close to it with an actual machine. Ann Berry (00:07):Quantum computing is a new way of processing information …
Peter Oey (00:00): What we are able to see through this particular AI initiative is that merchant are actually earning more on that platform and they're spending more also on our platform through advertising. Actually 24% advertising spend higher i…
Ann Berry (00:00):How is Adobe going to compete with the free versions of generative AI tools? It feels as though the market's saying you might be doing it the right way, but the right way is maybe not fast enough or good enough. Dan Durn (00:08):S…
Ann Berry (00:00):The great outdoors. One of the biggest trends in travel, whether it's glamping or Gen Z, interest in RV road trips, adventure and immersive experience-based vacations are on the rise. That's where companies like pursuit, attraction…
Ann Berry (00:00):According to recent JP Morgan analysis, retail investors are playing an increasingly significant role in the stock market accounting for between 20 and 30% of total US trading volume. And as market participants evolve, platforms ar…
Ann Berry (00:00):Data relentless demands for it isn't going anywhere. With the average consumer now owning more than three devices and US data center power demand projected to grow at a 15% annual rate until 2030, the infrastructure to deliver all …
Ann Berry (00:00):Welcome back to After Earnings. I'm your host Ann Berry, and today we spoke to Adam Ryer, Chief Financial Officer of Chipotle with its share price up 70% over the past two years. Chipotle is the third biggest restaurant group in th…
Ann Berry (00:00):The cruise industry. If one sector has been boyed by post covid revenge travel, it's this one. The number of global cruise passengers is expected by trade association CLIA to reach 37 million this year. That's 25% more than in 2019…
Ann Berry (00:00):Lab grown meat plant-based alternatives. The past decade has felt like a cascade of companies have tried to disrupt food and especially all things cow with Beyond Meat. IPOing in 2019, followed by Oatley in 2021. This all came top …
Ann Berry (00:00):Welcome back to After Earnings. I'm your host Ann Barry, and today we had the pleasure of talking to Lenovo's Ryan McCurdy, president of North America. The North American market accounts for about a quarter of Lenovo's, roughly $60…
Ann Berry (00:00):I moved apartment recently and one of the first things I did was look for home insurance. So many online search results took me to brokers wanting appointments to discuss my needs, but a few providers were savvy enough to clock. I …
Ann Berry (00:00):According to Forbes, more than 80% of US households have at least one streaming subscription service up for about half in 2015. Now, the streaming wars are intensifying with giants like Amazon, apple, and Google vying for viewer at…
Ann Berry (00:00):Welcome back to After Earnings. I'm your host, Anne Barry, and today we have the pleasure of talking to Marc Benioff, co-founder and CEO of Salesforce. Salesforce just reported strong earnings off the back of the launch of Agent Fo…
Ann Berry (00:00):Anyone who's tried to get an auto loan or a mortgage or any kind of personal loan has seen, they have a FICO score. This measures individual credit worthiness. A basic FICO score ranges from 300 to 850 with a higher score tending t…
Ann Berry (00:00):The pet industry has grown consistently for a decade and may reach a global market size of half a trillion dollars by 2032 as a result. So why is that? Well, a couple of things going on. First of all, companion purchases, meaning b…
Ann Berry (00:00): Hello Everyone. Welcome back to After Earnings. I'm your co-host Ann Barry. Katie Perry (00:4): And I'm Katie Perry. We've got a great show coming up for you today. We have the Chief Business Officer for Airbnb, Dave Stevenson …
Ann Berry (00:00):I'm Ann Berry. Katie Perry (00:03):I'm Katie Perry, and this is After Earnings, a show that brings you up close and personal with the executives behind the world's most interesting public companies. We've got a great one for …
Katie Perry (00:00):I'm Katie Perry, and this is After Earnings the show brought to you by Morning Brew and Stakeholder Labs. We talked to the public company executives that you want to hear from today. We have a buy now pay later, that's BNPL jugge…
Katie Perry (00:00):Chances are today's show is very relevant to you. We've got a company whose designs touch some 70% of the global population. Anne. Ann Berry (00:08):That's right. Our guest today is Jason Child, CFO of Arm, which sits at t…