Episodes

Ann Berry is joined by Ariel Cohen, Co-Founder and CEO of Navan, to discuss how the company is modernizing business travel, leveraging AI to improve the traveler experience, and pursuing acquisitions to support its global expansion. 00:00 Ariel Cohen, CEO and Co-Founder of Navan, joins 01:25 What Navan does: corporate travel and expense management explained 02:51 Inside the Navan app 05:10 Navan's customer base 06:07 Who Navan sells to 07:52 Legacy travel software 09:03 Why AI companies still ne...

Ann Berry is joined by Khozema Shipchandler, CEO of Twilio, to discuss the company's turnaround strategy, the changing landscape of customer communication and how Twilio is leveraging AI to personalize interactions. 00:00 Khozema Shipchandler, CEO of Twilio, joins 01:06 Taking over as Twilio's CEO 01:50 What Twilio does 03:19 Fighting commoditization with pricing power and the CDP data asset 05:20 Twilio's customer base 07:29 Branded calls and fighting spam 08:04 Building trust in the US teleco...

Ann Berry is joined by Kevin Rubin, CFO of Zscaler, to discuss how the company's zero trust model protects nearly half of the Fortune 500, what frontier AI models revealed about cybersecurity vulnerabilities and whether the software selloff is missing the bigger picture. 00:00 Kevin Rubin, CFO of Zscaler, Joins 01:19 What Zscaler does: zero trust cybersecurity explained 02:08 Castle and moat vs. doomsday bunker: the zero trust architecture 04:34 Zscaler's customer base 05:56 Project Glasswing: ...

Ann Berry is joined by Alan Ellingson, CFO of DraftKings, to discuss how the company is navigating the rising popularity of prediction markets, its new “Super App” designed to let users seamlessly operate across jurisdictions, and how DraftKings is working to maintain integrity in sports betting. 00:00 Alan Ellingson, CFO of DraftKings, Joins 00:38 Q1 earnings highlights: revenue, EBITDA, and profitability 01:25 Prediction markets: threat or opportunity? 02:53 Cannibalization concern: what the ...

Ann Berry is joined by Gillian Munson, CFO of Duolingo to discuss the company's transformation as it pursues user growth over short-term revenue. They dive into Duolingo’s expansion beyond language learning, growth opportunities across Asia, and how AI is accelerating content production. Gillian also reflects on transitioning from Duolingo’s board to stepping into the CFO role. 00:00 Gillian Munson, CFO of Duolingo, Joins 01:47 Go big or go home: the strategy shift explained 03:32 The cost of no...

Ann Berry is joined by Glenn Fogel, CEO of Booking Holdings, to survey the state of the global travel industry amid geopolitical uncertainty and Glenn’s strategy to creating synergy across multiple brands — including its Connected Trip vision. They unpack the rise of alternative accommodations versus Airbnb, and the role of AI through products like Priceline’s Penny and new startup initiatives. Glenn also shares how he thinks about attracting entrepreneurial talent, navigating M&A and positionin...

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...

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 clou...

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:...

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...

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...

Ann Berry is joined by Dynex 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 ...

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 Vi...

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....

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 canna...

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 05:0...

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 ...

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....

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...

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 reskill the global workforce. Highlights include: - Udemy’s shift from one-off course sales to a subscription model - The company’s enterprise push to reskill workforces at scale - The future of its instructor-driven marketplace - How AI can deliver mass personalization in lear...

On the latest episode of After Earnings, Ann Berry sits down with Amrita Ahuja, the CFO and 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 ...

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 - Custom...

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...

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 ...