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. 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

  2. 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

  3. 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

  4. 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

  5. 23 SEPT

    Pfizer: Oncology Breakthroughs, GLP-1 Weight Management and Strategic M&A Insights with CFO David Denton

    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 of an oral GLP-1 receptor for obesity management and efforts to maintain robust dividends. $PFE 00:00 START 00:55 Pfizer’s Current Position and Achievements 02:23 Strategic Acquisitions and Investments 06:04 AI and Digital Transformation in Drug Development 08:33 New Product Development: Oral Semaglutide 10:37 Challenges and Market Opportunities 15:39 Direct-to-Consumer Strategies and M&A 20:31 Investor Relations 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

    27 min

  6. 16 SEPT

    Yext: The Inner Workings of the Internet, AI's Impact on Search, & Hype Cycles with CEO Mike Walrath

    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's Bold Move and SaaS Industry Insights 09:05 Balancing Innovation and Customer Needs 11:01 Yext's Recent Earnings and Future Focus 17:30 The Evolution of Digital Advertising 21:34 Reflections on Education and Career Paths $YEXT 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

  7. 9 SEPT

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

    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 Freelance Platforms for Businesses 10:58 Upwork's Financial Performance and Market Perception 12:41 AI's Role in Upwork's Future 17:14 Partnerships and R&D at Upwork 27:28 NFL Talk 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

  8. 3 SEPT

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

    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. $APLD 00:00 START  02:44 Applied Digital's Data Centers 05:46 NVIDIA's New Chips and Impact 07:22 Financial Performance and Challenges 09:16 Customer Base and Market Strategy 17:53 Future Growth and Expansion Plans 26:55 Revitalizing Rural America 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

    35 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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