Episodes

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 trad...

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 Satel...

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 pi...

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, ...

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 Sust...

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 He...

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 ...

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...

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 ...

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 AgentFo...

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 Macroeconom...

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. Desp...

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 valu...

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...

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 A...

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 C...

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 ...

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'...

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...

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. 00:00 START 02:44 Applied Digital's Data Centers 05:46 NVIDIA's New...

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 Experi...

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 environ...

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. 00:00 ST...

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:...