After Earnings Morning Brew Podcasts

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

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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. 
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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.

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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 

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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. 
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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

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