12 episodes

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 Austin Hankwitz and Katie Perry as they bring the conversations that used to only be available to hedge fund managers to the rest of us.

After Earnings Morning Brew Podcasts

    • Business
    • 5.0 • 10 Ratings

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 Austin Hankwitz and Katie Perry as they bring the conversations that used to only be available to hedge fund managers to the rest of us.

    Affirm: BNPL, Competitive Strategies, and Debunking ‘Phantom Debt’ with CFO Michael Linford

    Affirm: BNPL, Competitive Strategies, and Debunking ‘Phantom Debt’ with CFO Michael Linford

    In this episode of After Earnings, Austin Hankwitz speaks with Affirm CFO Michael Linford, exploring the company's innovative financial products, focusing on the Buy Now Pay Later space, and its commitment to consumer financial health. The discussion highlights Affirm's strategic partnerships, revenue streams, and response to competitive challenges, as well as its approach to leveraging AI for customer service enhancement. Linford also shares his personal journey to Affirm, underscoring the company's passion for offering transparent, flexible financial solutions that align with consumer success.

    $AFRM

    00:00 Welcome to After Earnings: Unveiling Affirm's Financial Innovations
    01:00 Breaking Down Affirm's Mission and Business Model
    01:37 Affirm's Approach to Consumer Credit and Financial Health
    04:32 The Affirm Card: A New Era of Financial Flexibility
    06:01 Decoding Affirm's Revenue Streams and Financial Health
    11:35 Earnings Highlights: Affirm's Remarkable Quarter
    18:58 The Affirm and Shopify Partnership: A Deep Dive
    25:12 Addressing the Bloomberg Article on BNPL Debts
    31:22 Debunking Myths Around Delinquencies and Credit Behavior
    32:33 The Power of Controlled Spending with Affirm
    35:44 Affirm's Approach to Credit Reporting and Future Plans
    38:23 Navigating the High Interest Rate Environment
    43:32 Leveraging AI for Customer Service and Business Efficiency
    50:09 Competitive Landscape and Consumer-Centric Strategy
    55:24 Personal Journey to Affirm and Career Reflections
    59:59 Key Takeaways and Closing Thoughts

    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

    • 1 hr 3 min
    ServiceNow: How to Drive Billions in Quarterly Revenue and Still be a Glassdoor Best Place to Work with CFO Gina Mastantuono

    ServiceNow: How to Drive Billions in Quarterly Revenue and Still be a Glassdoor Best Place to Work with CFO Gina Mastantuono

    In this episode of After Earnings, Katie Perry and Austin Hankwitz sit down with ServiceNow CFO Gina Mastantuono. ServiceNow, a cloud-based workflow automation platform, enables enterprise organizations to improve operational efficiencies by streamlining and automating routine work tasks. Together, they discuss the company's impressive Q1 earnings, advancements in GenAI technology, and the importance of workplace cultural transparency that led them to being ranked #3 by Glassdoor as "Best Places to Work in 2024".

    $NOW

    TIMESTAMPS
    00:00 START 
    00:07 Spotlight on ServiceNow: A Deep Dive with CFO Gina Mastantuno
    00:39 ServiceNow's Impressive Journey and Q1 Earnings Insights
    00:49 Exploring ServiceNow's Culture and Massive Interest in Employment
    02:22 The Evolution and Impact of ServiceNow's Platform
    05:38 ServiceNow's Strategic Expansion and Customer-Centric Approach
    07:42 Generative AI at ServiceNow: Early Adoption and Future Prospects
    13:07 Earnings Highlights and the Future of Gen AI
    18:23 Investor Day Preview and ServiceNow's Growth Strategy
    21:33 Navigating the Competitive Landscape and Partner Ecosystem
    25:29 Leadership and Culture: The Pillars of ServiceNow's Success
    33:40 Wrapping Up: Reflections and Looking Ahead

    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

    • 38 min
    atai Life Sciences: Psychedelics, Mental Health, and Drug Development with Founder and Chairman Christian Angermayer

    atai Life Sciences: Psychedelics, Mental Health, and Drug Development with Founder and Chairman Christian Angermayer

    In this episode, hosts Katie Perry and Austin Hankwitz explore atai Life Sciences with Founder and Chairman Christian Angermayer, covering its mission and the rise of mental health issues. Together, they discuss the current state of psychedelic regulation, atai’s drug development phases, how retail investors should approach Atai post-product launch, and the company’s go-to-market strategy.
    $ATAI

    00:00:00 START
    00:01:20 What is atai Life Sciences?
    00:08:55 The prevailing theory on the rapid rise of mental health issues
    00:15:50 Regulatory bodies’ openness to collaborating with atai
    00:17:58 The current state of the regulation process for psychedelics
    00:19:17 Phases of drug development and where atai currently is
    00:24:00 How retail investors should be thinking about atai once the products go live
    00:27:10 atai’s go-to-market strategy
    00:32:09 Current world leader who should have the psychedelic experience
    00:35:28 What retail investors should be looking at in atai’s earnings
    00:40:13 Longevity and anti-aging effects of psychedelics
    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

    • 48 min
    Lovesac: From Basement Bean Bags to a $700M Tech-Enabled Furniture Business with CEO Shawn Nelson

    Lovesac: From Basement Bean Bags to a $700M Tech-Enabled Furniture Business with CEO Shawn Nelson

    In this episode of the After Earnings podcast, host Katie Perry sat down with LoveSac CEO Shawn David Nelson to discuss LoveSac's success as a modular couch company whose products are designed to adapt and grow with users. They emphasize LoveSac's unique approach in researching target demographics and operating like a consumer packaged goods brand. They also break down the company’s partnerships with Best Buy, online sales strategies, upcoming innovations, lessons from store openings, future plans for LoveSac, and more.


    TIMESTAMPS 
    00:00 Start
    01:05 The story of LoveSac
    03:06 The power of reputation and a product that grows with you
    04:56 The modular couch and a product designed for life
    07:31 What separates Lovesac: research, understanding, and operating like a CPG brand
    09:14 The target demographics
    13:12 Highlighting earnings success and what’s changed
    15:02 How the name for LoveSac came about
    20:08 Taking on online sales and going through cycles
    22:36 Partnerships with Best Buy and the sell tech behind it
    25:49 New innovations coming down the line
    31:04 His book: Let Me Save You 25 Years
    33:05 How a big lesson learned to opening their own store
    34:57 What’s next for LoveSac

    $LOVE 

    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

    • 39 min
    Kura Sushi USA: Innovating Sushi Dining, Culinary Trends & Robot Waiters with CFO Jeff Uttz

    Kura Sushi USA: Innovating Sushi Dining, Culinary Trends & Robot Waiters with CFO Jeff Uttz

    In this episode, host Katie Perry sat down with Kura Sushi USA’s Chief Financial Officer Jeff Uttz to explore how Kura Sushi is revolutionizing the sushi experience through partnerships and innovation. From gamifying the dining experience to sourcing sushi globally and Americanizing the menu, Kura is making waves in the industry. The discussion also touches on the growth of sushi in the US, the importance of quality in dining, and the company's plans for expansion. 

    TIMESTAMPS:
    00:00:00 Start
    00:02:18 Gamifying the sushi experience with Spy Family and Dragon Ball partnerships
    00:06:09 The growth of sushi in the US and sushi going mainstream
    00:07:41 “Eatertainment”, Kirbi the roboserver, and quality
    00:08:53 The Doordash partnership
    00:10:52 Opening 10 restaurants in the fiscal year
    00:14:51 Explanation of white space
    00:16:36 Where does Kura fit in the sushi landscape
    00:20:59 Sourcing sushi from all over the world and super freezing for freshness
    00:23:53 Americanizing the menu, rolls, and operations
    00:25:51 The loyalty program members and the new app gathering data
    00:31:02 Being an executive in the restaurant industry and permitting

    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

    • 37 min
    REE Automotive: EV's Commercial Future & Capital Strategies with CEO Daniel Barel

    REE Automotive: EV's Commercial Future & Capital Strategies with CEO Daniel Barel

    In this episode of the After Earnings podcast, Katie Perry and Austin Hankwitz interview Daniel Barel, co-founder and CEO of REE Automotive, discussing the company's innovative approach to modernizing the commercial vehicle industry. They delve into REE Automotive's focus on building modular commercial EV systems, challenges in transitioning dealers and fleets to electric trucks, and the importance of clear communication with investors. Daniel highlights the company's three-year plan to generate a billion in sales by 2026, emphasizing responsible financial management and transparency in operations.

    $REE

    00:00:00 Start
    00:06:41 Nuances between commercial and passenger EVs in the midsize truck industry
    00:10:23 Importance of battery technology and charging infrastructure for controlled routes in the commercial EV industry
    00:15:17 Challenges and strategies in converting customers to adopt commercial EVs through sales demos
    00:19:21 Comparing service requirements for commercial EVs vs. traditional vehicles
    00:27:38 Securing working capital amid macroeconomic uncertainty
    00:31:21 Demystifying business nuances for investors as the CEO
    00:39:02 Daily driver preferences and driving experiences
    00:43:23 The distinct role of commercial EVs in last-mile delivery services

    After Earnings is brought to you by Stakeholder Labs and Morning Brew. 

    Follow Us 
    X: AfterEarnings
    TikTok: AfterEarnings 
    Instagram: AfterEarnings_
    Youtube: @AfterEarnings 

    Reach Out
    Email: afterearnings@morningbrew.com
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 47 min

Customer Reviews

5.0 out of 5
10 Ratings

10 Ratings

Top Podcasts In Business

Prof G Markets
Vox Media Podcast Network
Money Rehab with Nicole Lapin
Money News Network
REAL AF with Andy Frisella
Andy Frisella #100to0
The Ramsey Show
Ramsey Network
The Money Mondays
Dan Fleyshman
Young and Profiting with Hala Taha
Hala Taha | YAP Media Network

You Might Also Like

Morning Brew Daily
Morning Brew
Per My Last Email
Morning Brew
Founder's Journal
Morning Brew
Wall Street Breakfast
Seeking Alpha
Barron's Streetwise
Barron's
Onward, a Fundrise Production
Fundrise