After Earnings

Morning Brew Podcasts
  • 0.0 (0)
  • Investing
  • Updated weekly

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. 2 hr ago

    DraftKings CFO on Prediction Markets, the “Super App” & Sports Betting Integrity

    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, Joins00:38 Q1 earnings highlights: revenue, EBITDA, and profitability01:25 Prediction markets: threat or opportunity?02:53 Cannibalization concern: what the data actually shows03:34 Why sportsbook users aren't switching to prediction markets05:26 Prediction market regulation: CFTC rulemaking and legislative bans06:38 Market integrity: fighting insider trading and gaming the system07:58 The Super App: from seven apps to one unified platform09:33 Super App expansion: lotteries, horse racing, and what's next10:06 Could DraftKings move into stock trading?11:08 Rail Bird acquisition: building a prediction market exchange12:07 Ad break: KeyBank12:38 ESPN, NBC, and Amazon: the content partnership strategy14:19 What exclusive broadcast deals actually do for the bottom line15:06 League partnerships vs. broadcast deals: a disciplined approach16:14 State tax hikes: the regulatory landscape17:21 Black market competition: offshore sportsbooks and the tax disadvantage19:26 Cost-cutting and margin defense20:07 Path to 30% EBITDA margins21:26 Breaking down the balance sheet22:23 Prediction markets as a billion-dollar TAM opportunity22:43 Outro and upcoming episodes 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/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $DKNG Learn more about your ad choices. Visit megaphone.fm/adchoices

    26 min

  2. 18 May

    Duolingo CFO on the Going “Big" Strategy, AI Content Growth & Expanding Beyond Languages

    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, Joins01:47 Go big or go home: the strategy shift explained03:32 The cost of not swinging for a billion users04:05 Analyst skepticism addressed05:36 Shots on goal: product, Asia, and performance marketing07:28 Speaking features, AI ingredients, and learning outcomes08:00 Chess, math, and music as new growth vectors10:03 Asian language learners and China's English boom11:34 AI-powered content creation13:51 Where AI costs show up on the P&L14:42 Gross margin compression and investment guidance15:05 2026 guidance: bookings, revenue, and EBITDA targets16:18 The balance sheet: $1B+ cash and buyback strategy18:01 M&A appetite: tuck-ins vs. transformational deals19:34 Why Duolingo is staying software-focused20:43 Gillian's transition from board member to CFOAfter Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: afterearnings@morningbrew.com$DUOL Learn more about your ad choices. Visit megaphone.fm/adchoices

    26 min

  3. 4 May

    Booking Holdings CEO on Travel, Brand Distinction and Connected Trips

    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 positioning Booking for long‑term growth.After Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: afterearnings@morningbrew.com$BKNG Learn more about your ad choices. Visit megaphone.fm/adchoices

    32 min

  4. 20 Apr

    Ferrovial CFO on Building JFK Terminal 1, its Heathrow Exit, and the Growth Opportunity in Highways

    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 Joins00:41 What Ferrovial does01:30 Inside JFK Terminal One development02:53 How major infrastructure projects get financed04:04 Public vs private funding in infrastructure05:04 Competing with private equity in infrastructure deals05:36 Target returns and managing construction risk06:13 Why Ferrovial sold its Heathrow stake07:07 U.S. infrastructure boom and growth opportunities08:14 Highways vs airports: where demand is strongest09:07 The role of AI and data centers in infrastructure10:20 Why Ferrovial isn’t going big on data centers11:18 Competition for capital in infrastructure investing12:03 Geographic focus: U.S. vs global expansion12:58 Breaking down strong earnings growth14:24 Capital structure and project-level debt strategy16:12 Why Ferrovial listed on the Nasdaq16:53 Impact of joining the Nasdaq-10017:31 Who’s buying the stock: investor base breakdown18:26 Attracting more U.S. investors19:22 The future of transportation: autonomy and eVTOLsAfter Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: afterearnings@morningbrew.com$FER Learn more about your ad choices. Visit megaphone.fm/adchoices

    24 min

  5. 6 Apr

    Snowflake CEO on AI Risk, Product Innovation and Winning Enterprise Customers

    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 Joins00:51 What Snowflake does (data cloud explained)02:28 Customer base and how companies use Snowflake04:37 Inside Snowflake’s workforce 06:13 SnowWork and the company’s AI push08:47 Partnerships with OpenAI, Anthropic, and Google Cloud11:02 Can AI companies replace traditional software?13:35 Risks of LLMs learning from customer data15:02 Snowflake’s M&A strategy and recent deals16:16 What types of companies Snowflake wants to acquire17:15 Competition for AI talent and hiring strategy18:44 Paying founders: cash vs stock19:36 Where future growth will come from21:22 Pricing strategy and enterprise negotiations23:13 Capital allocation: buybacks and acquisitions25:17 Focus on GAAP profitability26:18 Stock-based compensation and retaining talent After Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.com Follow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/ Reach OutEmail: afterearnings@morningbrew.com$SNOW Learn more about your ad choices. Visit megaphone.fm/adchoices

    31 min

  6. 23 Mar

    Everpure CEO on Preparing Data for AI, The Company Rebrand and Investing in Sales Talent

    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 00:45 What EverPure actually does (data storage explained) 04:43 Customer base: enterprise vs mid-market 05:29 Shift from storage hardware to data software 05:59 Preparing enterprise data for AI use 08:29 Growth metrics and 2026 outlook 10:03 Why the company rebranded to Everpure 11:34 R&D investment and product focus areas 14:28 Rising sales and marketing spend 16:47 Hiring and competition for sales talent 18:39 Competitive landscape and positioning vs hyperscalers 20:30 Memory costs and supply chain challenges 22:27 Where semiconductor supply comes from 24:07 Stock performance and investor messaging 24:39 Long-term strategy vs short-term stock moves 26:27 Capital allocation: buybacks and acquisitions 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 $PSTG Learn more about your ad choices. Visit megaphone.fm/adchoices

    30 min

  7. 9 Mar

    Zeta Global CEO David Steinberg on AI Marketing, Connected TV Advertising and Zeta’s Path to $2B+ Revenue

    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 further automate marketing decisions. 00:00 Zeta Global CEO David Steinberg Joins01:00 What Zeta’s Marketing Platform Actually Does03:14 Why Zeta Pivoted to AI in 201707:30 Building a Massive Consumer Data Cloud08:34 How Zeta Uses Data to Target and Acquire Customers10:02 The “Software Apocalypse” and Tech Stock Selloff10:44 Zeta’s Growth: Revenue, Cash Flow, and Scale12:06 Connected TV Advertising and Data Targeting13:45 Why AI Won’t Replace Enterprise Software17:46 Introducing Athena: Zeta’s AI Marketing Copilot19:02 Automating Marketing Strategy with AI21:06 The Path to $2.3B in Revenue22:14 Pricing Power and Return on Ad Spend26:03 M&A Strategy and Growth Through Acquisitions After Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.com Follow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/ Reach OutEmail: afterearnings@morningbrew.com $ZETA Learn more about your ad choices. Visit megaphone.fm/adchoices

    34 min

  8. 23 Feb

    Coursera CEO Greg Hart on the Udemy Deal, the Skills Economy and the Future of Online Education

    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 Joins01:12 Coursera’s Position in the Global Education Market02:56 The Coursera–Udemy Combination Explained05:15 Consumer vs. Enterprise Revenue Mix06:31 Course Creation Speed & Academic vs. Creator Models09:54 Partnerships with OpenAI, Google, and Microsoft12:00 Monetization Strategy15:30 M&A Strategy and Sector Consolidation17:58 Stock Performance and Investor Sentiment21:15 Generative AI in Learning and Course Creation24:46 AI Policies and Human Instructors26:45 Coursera as a Public Benefit Corporation (B Corp)30:30 AI Inside the Company and Workforce Impact After Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.com Follow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/ Reach OutEmail: afterearnings@morningbrew.com$COUR Learn more about your ad choices. Visit megaphone.fm/adchoices

    36 min
See All (76)

About

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.

Information

More From Morning Brew Podcasts

You Might Also Like