Transcripts

Sept. 9, 2024

Upwork: Navigating the Intersection of Fractional Work and AI Innovation with CFO Erica Gessert

Katie Perry (00:00):38% of the US workforce that's 64 million Americans performed freelance work in 2023. Were you one of those fractional workers? The pandemic accelerated the desire for companies to hire more flexible alternative workforces and fo…

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Sept. 3, 2024

AI Supercomputing, Rural Development, and Data Centers with Applied Digital CEO Wes Cummins

Ann Berry (00:00):I'm Ann Berry.  Katie Perry (00:01):I'm Katie Perry. And this is after earnings.  Ann Berry (00:04):And it's a big one, Katie. Huge. It is the day after Nvidia earnings.  Katie Perry (00:08):Super Bowl. Super …

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Aug. 26, 2024

Duolingo: Growth, AI Tools, and What's Up With That Owl with CFO Matt Skaruppa

Ann Berry (00:00):Hello everyone. I am Ann Berry and welcome back to After Earnings. Katie is out today, but will be joining us again next week. Today we spoke to Matthew Skaruppa Chief Financial Officer of Duolingo, the world's most downloaded educ…

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Aug. 19, 2024

GoDaddy: Beyond Domain Dominance with CFO Mark McCaffrey

Katie Perry (00:00):A bull run in this market for a web hosting service. That was one of the tweets I spotted after this company reported. Its Q2 earnings. The thing is, the reason for their runup is because this company is not just a web hosting se…

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Aug. 14, 2024

Shopify: Bridging Online and Offline Retail with President Harley Finkelstein

Katie Perry (00:00):When you hear the word e-commerce or even commerce, there's probably one company that comes to mind and that is Shopify founded in 2006, went public in 2015, amazing growth for this company, and they've actually expanded from emp…

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Aug. 7, 2024

Tilray Brands: From Cannabis Pioneer to Beverage Disruptor with CEO Irwin D. Simon

Katie Perry (00:00):Wow, Austin, that was one of those examples of you think, but you actually have no idea sitting down with the CEO of what we thought was a cannabis stock, a weed stock, and got a really different story.  Austin Hankwitz (00…

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Aug. 1, 2024

Dynex Capital: REITs, Yield, and the Fed’s Next Move with co-CEO Smriti Popenoe

Katie Perry (00:00):You might not know this company's name, but you're about to know their game. Today we are talking to Dynex Capital. They're a mortgage REIT company with a current dividend yield of more than 12.5%. They also just surpassed a bill…

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July 25, 2024

Winnebago CEO Michael Happe: Why the Classic RV Brand is Making Major Marine Moves

Austin Hankwitz (00:00):Katie, when I heard that we were going to sit down with the CEO of Winnebago, I did not think we're going to hear Covid stories about him driving across the country and one of his rigs and sleeping in parking lots visiting on…

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July 17, 2024

e.l.f. Beauty CEO Tarang Amin: How e.l.f. Succeeds Against Celebrity Brands like Fenty and Rhode

Austin Hankwitz (00:00):I'm Austin Hankwitz, and this is After Earnings, the show that brings you face-to-face with the executives behind the world's most interesting public companies.  Katie Perry (00:09):And I'm Katie Perry. I'm wearing Elf …

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July 10, 2024

Life360: Trolling TikTokers, Privacy vs. Safety, and the Future of Location Sharing with CEO Chris Hulls

Katie Perry (00:00):I'm Katie Perry and this is After Earnings, a show that brings you face-to-face with the executives behind the world's most interesting public companies.  Austin Hankwitz (00:07):And I'm Austin Hankwitz . And today we chatt…

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June 26, 2024

Better.com: Mortgage Innovation, Market Strategy, and Future Growth with CEO Vishal Garg

Katie Perry (00:00):I'm Katie Perry, and this is After Earnings, the show that brings you face to face with the executives behind the world's most interesting public companies.  Austin Hankwitz (00:07):And I'm Austin Hankwitz. And today we cau…

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June 19, 2024

Cava: Innovating Fast-Casual Dining, Pushing Love Buttons, and IPO Success With CEO Brett Schulman

Katie Perry (00:00):I'm Katie Perry, and this is After Earnings, the show that brings you up close and personal with the executives behind the companies you care about.  Austin Hankwitz (00:07):And I'm Austin Hankwitz, and today we're catching…

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June 12, 2024

Visional: Business in Japan, Becoming a Yankees Partner, and Digital Transformation with CEO Swimmy Minami

Austin Hankwitz (00:00):Hey everyone, I'm Austin Hankwitz and this is After Earnings. The show from Morning Brew and Stakeholder Labs brings investors up close and personal with the executives behind the world's most interesting public companies. An…

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June 6, 2024

monday.com: Free Cash Flow, Margin Expansion, and Future Plans with CFO Eliran Glazer

Understanding Monday.com's Unique Business Model: Monday.com, co-founded by two product-focused entrepreneurs in 2012, offers a cloud-based work management platform designed for flexibility and ease of use. Unlike many competitors, their pla…

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May 22, 2024

Affirm: BNPL, Competitive Strategies, and Debunking ‘Phantom Debt’ with CFO Michael Linford

Affirm's Mission and Financial Products: Affirm aims to build honest financial products that improve lives by avoiding the pitfalls of traditional revolving credit. Michael Linford emphasized their commitment to aligning their success with th…

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May 15, 2024

ServiceNow: Driving Billions in Revenue While Being a Top Workplace with CFO Gina Mastantuono

ServiceNow's Remarkable Growth and Market Position CFO Gina Mastantuno highlighted ServiceNow's impressive growth trajectory, with the stock price increasing by 2,700% since its IPO in 2012 and reaching a market cap of around $140 billion. Th…

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May 8, 2024

atai Life Sciences: Psychedelics, Mental Health, and Drug Development with Founder and Chairman Christian Angermayer

Company Focus and Innovations: atai Life Sciences is a clinical-stage biotech company engaged in developing pharmaceuticals to address severe mental health issues using psychedelics. Christian highlighted the company's focus on reviving psychedeli…

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May 1, 2024

Lovesac: From Basement Bean Bags to a $700M Tech-Enabled Furniture Business with CEO Shawn Nelson

Innovative Product Design: Shawn detailed LoveSac's unique offerings, such as modular couches that are designed to last a lifetime, beanbags, and stealth tech features like built-in charging stations and surround sound systems. This innovation not…

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April 24, 2024

Kura Sushi USA: Innovating Sushi Dining, Culinary Trends & Robot Waiters

Expansion and Performance of Kura Sushi USA: Kura Sushi has successfully expanded from Japan to the U.S., growing to 60 locations across 17 states. The company reported strong quarterly earnings, marking consecutive quarters of upwardly revised f…

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April 17, 2024

REE Automotive: EV's Commercial Future & Capital Strategies with CEO Daniel Barel

Innovative Business Model: Barel detailed REE Automotive’s unique approach to the EV market, emphasizing their modular, white-labeled EV systems designed for commercial use, particularly in the small to midsize trucking industry. This system…

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April 10, 2024

Braze AI Marketing Advisors & The Craft of Customer Engagement with CEO Bill Magnuson

Austin Hankwitz (00:00):Hey everyone, I'm Austin Hankwitz.  Katie Perry (00:02):And I'm Katie Perry. And this is After Earnings, the show from Morning Brew and Stakeholder Labs that brings investors up close and personal with the executives be…

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April 10, 2024

Redwire Space Lunar Dominance, Microgravity Drugs, and Extraterrestrial Life with CEO Peter Cannito

Katie Perry (00:00):I am Katie Perry.  Austin Hankwitz (00:02):And I'm Austin Hankwitz. And this is After Earnings, the show for Morning Brew in Stakeholder labs that brings investors up close and personal with the executives behind the world'…

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April 10, 2024

Celsius Holdings Building a Billion $$ Brand & the 3-Horse Energy Drink Race with CEO John Fieldly

Katie Perry (00:00):I'm Katie Perry.  Austin Hankwitz (00:01):And I'm Austin Hankwitz. And this is After Earnings, the show from Morning Brew and Stakeholder Labs that brings investors up close and personal with the executives behind the world…

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April 10, 2024

Sprout Social: Influencer Marketing & Scaling for Growth with President Ryan Barretto

Katie Perry (00:00):I'm Katie Perry.  Austin Hankwitz (00:01):And I'm Austin Hankwitz. And this is After Earnings, the show from Morning Brew and Stakeholder Labs that brings investors up close and personal with the executives behind the world…

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