After Earnings

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After Earnings

The stock market has changed. Once dominated by a few huge players, a new wave of engaged retail investors have more influence than ever. After Earnings is the show that connects the modern investor with the executives and decision-makers who are shaping the markets. Join us as we bring the conversations that used to only be available to hedge fund managers to the rest of us.

  1. HACE 5 DÍAS

    How Roku Empowers Small Businesses in the Streaming Era

    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 10:30 Ad Partnerships and Innovations 14:12 Targeting SMB 18:54 Roku’s Competitive Advantage and Moat 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/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

    25 min

  2. 9 DIC

    Salesforce CEO Marc Benioff on the "AI Labor Force," AI Bubble Risks, & Tech in the New Government

    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 AgentForce vs. Microsoft's CoPilot 09:17 Balancing Human and Digital Workforce 11:47 Government Applications of AgentForce 13:01 Mark Benioff on Public Service and Politics 19:44 Salesforce's Acquisition Strategy 22:37 RTO and Leadership 24:08 Succession Planning at Salesforce 26:43 AI Startups and Industry Leaders 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/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

    32 min

  3. 25 NOV

    How AI Could Impact Your Credit Score with Upstart CEO Dave Girouard

    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 Macroeconomic Insights 09:06 Challenges with Buy Now, Pay Later 10:11 Upstart’s Business Model and Partnerships 13:28 Recent Earnings and Market Reactions 25:13 Future Growth and AI in Lending 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/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

    31 min

  4. 12 NOV

    Zoetis: The Major Player in the $500B Pet Market You May Not Have Heard Of

    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. Despite challenges, Zoetis keeps pushing for innovation and profit in animal health. $ZTS 00:00 START  00:26 The Rise of Zoetis in Animal Health 02:10 Zoetis' Focus on Companion Animals 03:21 Innovations in Pet Care Products 05:06 Challenges and Opportunities in Pet Health 09:06 Zoetis' Livestock Business Insights 14:02 Global Market Trends and R&D Priorities 17:41 The Role of AI in Animal Health 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/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

    25 min

  5. 21 OCT

    Airbnb: New Host Features, Unique listings, and International plans with CBO Dave Stephenson

    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 value against traditional hotels and marking a milestone of over two billion guest arrivals worldwide. $ABNB 00:00 START 01:25 Airbnb’s Differentiation Strategy 02:36 Winter Release and Co-Host Marketplace 06:20 Unique Listings and Marketing Strategy 09:52 The Power of Brand Marketing 10:35 Airbnb’s Impact on Major Events 12:14 Navigating Regulatory Challenges 13:48 International Expansion and Market Trends 18:51 Leadership Insights and Future Outlook 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/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

    25 min

  6. 14 OCT

    Docusign: 1 Billion Users and Why CFO Blake Grayson Is Banking on Agreement Automation

    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 00:00 START 01:04 Docusign's Evolution and Vision 02:35 Intelligent Agreement Management Platform 08:10 Go-to-Market Strategy and Competitive Landscape 12:56 Recent Acquisition and AI Integration 20:27 Financial Performance and Market Perception 28:50 Blake Grayson's Career Journey 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/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

    33 min

  7. 30 SEPT

    Affirm: Apple Partnership, Gen Z Appeal, & Investor Questions w/ COO & CFO Michael Linford

    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 Affirm COO & CFO Michael Linford 02:00 - Secrets to Affirm’s ‘killer’ Q2 earnings 05:30 - Effects of the Fed’s rate cut on consumer demand 09:10 - Why Gen Z leans on Affirm for their purchases 11:40 - What Affirm does better than its competitors 14:30 - Are there plans to leverage AI? 18:40 - What the Apple partnership brings for Affirm 20:30 - Breaking into the UK market 24:00 - Building a payment network as big as Amex or Visa 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/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

    29 min

  8. 26 SEPT

    Arm: SoftBank Ownership, Licensing Growth, and Global Reach with CFO Jason Child

    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 Chain 02:47 Arm's IPO Journey and Business Model 03:25 Revenue Streams: Licenses and Royalties 06:59 AI and the Semiconductor Market 08:31 Talent Wars and Recruitment Strategies 11:56 Competition and Market Position 13:19 Public Float and Investor Relations 16:38 Managing Expectations and Long-term Vision 18:44 M&A and Future Growth 20:09 Cloud Products and Market Share 23:25 China Revenue and Geopolitical Impact 25:14 Work Culture and Remote Work Policies   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/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

    31 min
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The stock market has changed. Once dominated by a few huge players, a new wave of engaged retail investors have more influence than ever. After Earnings is the show that connects the modern investor with the executives and decision-makers who are shaping the markets. Join us as we bring the conversations that used to only be available to hedge fund managers to the rest of us.

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