Episodes

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 ...

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 Br...

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 ...

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 ...

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. Microsof...

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 14:2...

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.com Follow Us: X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@Aft...

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 Communi...

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 ...

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 ...

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 oper...

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...