Inside the Business

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Want to know how a specific company actually works? Get "Inside the Business" to learn who their customers are, how they make money, what their leadership is prioritizing, and where they're headed next. Each episode is built from real Investor Day transcripts and earnings calls, with direct quotes from named executives, so you're hearing the strategy straight from the people setting it.

Episodes

  1. 4H AGO

    Inside CrowdStrike: Delivering cybersecurity platforms and focusing on protecting the agentic AI workforce

    CrowdStrike provides cloud-delivered endpoint and workload protection, making money through subscriptions to its Falcon platform. Enterprise customers buy Falcon to prevent cyber breaches and seamlessly consolidate their security tools. Leadership is currently prioritizing the transition into the "agentic era," focusing on securing AI applications, data, and non-human identities alongside traditional endpoints. The company's competitive moat stems from its single-agent, single-data backend architecture, which eliminates the need to stitch together fragmented point products. By leveraging its vast threat data and not charging for first-party data ingestion, CrowdStrike accelerates the adoption of emerging initiatives like Falcon Next-Gen SIEM and its Charlotte AI SOC orchestrator, consistently displacing legacy vendors. CEO George Kurtz emphasized standardizing customers on the Falcon platform using the friction-free Falcon Flex licensing model, which has reached $1.35 billion in ending ARR. CFO Burt Podbere noted that replacing legacy SIEMs and securing cloud environments are driving multi-module adoption and fueling overall net new ARR acceleration. All sourced directly from CrowdStrike's own leadership at their 2025 earnings calls and investor conferences.

    32 min

  2. 1D AGO

    Inside Datadog: Unifying Cloud Observability and Building Agents to Fix Code

    Datadog provides a unified cloud observability and security platform, monetizing through a usage-based, land-and-expand model. Customers ranging from Fortune 500s to AI-native startups purchase the platform to manage the immense complexity of cloud migrations and digital transformation. Leadership is actively prioritizing a shift toward "autonomous operations," moving beyond simply observing systems to proactively fixing them using AI agents. The company’s core moat is its single-pane-of-glass architecture, which breaks down silos between development, operations, and security teams to eliminate fragmented tool sprawl. This unified platform advantage enables customers to consolidate dozens of tools, giving them immense buying power and reducing resolution times. Leading products include Infrastructure Monitoring, APM, and Log Management, alongside emerging high-growth initiatives like Cloud SIEM, FlexLogs, and the Model Context Protocol (MCP) server for AI agentic workflows. CEO Olivier Pomel and CTO Alexis Le-Quoc emphasize that Datadog's massive proprietary data repository gives them a unique advantage in training highly accurate, low-cost AI models like their Bits AI SRE Agent. Management is focused on increasing platform stickiness, highlighted by the fact that 18% of their customer base now uses eight or more products. All sourced directly from Datadog's own leadership at their 2026 Investor Day.

    31 min

  3. 4D AGO

    Inside Target: An omnichannel retailer focusing on merchandising authority and AI-driven efficiency

    Target is a multi-category omnichannel retailer serving families through nearly 2,000 physical stores and digital platforms. Revenue flows primarily from merchandise sales across apparel, home, and essentials, supplemented by higher-margin digital businesses like the Target Plus third-party marketplace and its Roundel retail media network. Leadership is currently prioritizing a return to sustainable top-line growth by reclaiming their design-led merchandising authority, elevating the guest shopping experience, and integrating AI technology to improve speed and efficiency. A key initiative is "FUN 101," which injects culturally relevant, trend-forward style into hardlines categories to drive engagement. Operationally, Target is optimizing its unique "stores-as-hubs" model by reconfiguring specific locations to act as dedicated digital fulfillment centers for faster same-day and next-day deliveries. Additionally, the newly formed Enterprise Acceleration Office is deploying Gen AI tools like Target Trend Brain to predict consumer preferences and streamline headquarters processes. You'll learn how the company is navigating significant challenges, including persistent sales softness in discretionary categories like home and apparel, alongside complex margin pressures from global tariffs. Incoming CEO Michael Fiddelke and Chief Commercial Officer Rick Gomez outline growth opportunities by leaning into exclusive brand collaborations, enhanced in-stock reliability, and a step-up in capital investments for store remodels. All sourced directly from Target's own leadership at their 2025 earnings calls.

    28 min

  4. 4D AGO

    Inside PayPal: A global payments network expanding into omnichannel and agentic commerce

    PayPal operates a two-sided digital payments network connecting millions of merchants and consumers globally. The company generates revenue through transaction processing fees, branded checkout, and value-added merchant services like risk and FX,,. Serving everyone from large enterprises to Gen-Z consumers via Venmo, leadership is transforming PayPal from an online payments button into a comprehensive omnichannel commerce platform,. To accelerate growth, strategic priorities center on upgrading merchants to a modernized, frictionless checkout experience paired with biometric authentication,. The company is also heavily prioritizing Buy Now, Pay Later (BNPL) expansion by moving offers upstream in the shopping journey, alongside establishing early leadership in AI-driven agentic commerce,. What You'll Learn. You will hear how executives like Alex Chriss and Jamie Miller are navigating the challenges of untangling a decade of legacy bespoke merchant integrations that have slowed their checkout modernization rollout,. They also unpack the impact of macro pressures on middle- and lower-income consumer discretionary spending, while highlighting significant growth opportunities in monetizing Venmo and scaling in-store debit transactions. All sourced directly from PayPal's own leadership at their 2025 Investor Day.

    14 min

  5. 4D AGO

    Inside NIKE: Creates athletic footwear and apparel and is focusing on a new sport offense

    NIKE designs and sells athletic footwear, apparel, and equipment across its NIKE, Jordan, and Converse brands. Revenue flows through global wholesale partnerships and direct-to-consumer digital and physical retail channels. Their customers range from professional athletes to everyday consumers. Leadership is currently prioritizing a shift away from classic lifestyle shoes, steering the business back toward performance sports. The company's core strategic initiative is the "Sport Offense," which serves as an accelerator for their "Win Now" turnaround strategy. Leadership's key goals are returning to double-digit profit margins, expanding the wholesale business, and delivering a continuous flow of new innovations. They are executing this by completely restructuring the organization to align cross-functional teams directly by sport, rather than demographic categories. What You'll Learn. We explore the structural marketplace challenges NIKE faces in Greater China and the profitability pressures from U.S. tariffs and aggressive inventory clearance. You'll also discover where they see immediate growth opportunities, specifically in North American wholesale, running, and global football. This episode features direct insights from President and CEO Elliott Hill and CFO Matt Friend. All sourced directly from NIKE's own leadership at their 2025 Annual Shareholder Meeting and earnings calls

    29 min

  6. 5D AGO

    Inside Netflix: Streaming giant expanding via advertising, live events, and Warner Bros. acquisition

    Netflix is the world's leading subscription streaming service, monetizing through global memberships and a rapidly scaling advertising business. Leadership is currently focused on integrating the pending Warner Bros. Discovery acquisition to deepen their IP library while simultaneously expanding into live events, video podcasts, and gaming to drive subscriber retention. By leveraging a direct-to-consumer model, they are shifting from a purely on-demand video service to a broader entertainment ecosystem,. The company’s primary strategic priority is closing the $82.7 billion acquisition of Warner Bros., including HBO and its film studios, to accelerate their content flywheel. Concurrently, executives are executing a "crawl, walk, run" strategy to double advertising revenue by 2026 through their proprietary ad-tech stack. They are also aiming to increase engagement via new formats, such as broadcasting the NFL on Christmas Day and launching cloud-based games playable on TVs,,. You’ll learn how Co-CEOs Ted Sarandos and Greg Peters plan to navigate regulatory approval for the merger and their strategy to close the ARM gap between ad-supported and standard tiers. Leadership also discusses the challenges of "eventizing" live streaming globally and the untapped potential of local language content like K-Pop Demon Hunters to drive cultural conversation,,. All sourced directly from Netflix's own leadership at their 2025 earnings calls, strategic conferences, and M&A announcement.

    30 min

  7. 5D AGO

    Inside Adobe: Creative software leader building the 'one-stop shop' for AI models

    Adobe is a digital media and marketing software giant serving creators, business professionals, and enterprise marketers through a subscription-based model now layered with consumption-based "generative credits". Leadership is steering the company beyond standalone tools into full "Content Supply Chain" automation, positioning Adobe as the aggregation layer where users access both proprietary Firefly models and third-party models from partners like Google and OpenAI. The company's strategy prioritizes becoming a "one-stop shop" for AI by abstracting model complexity and integrating "agentic interfaces" into flagship products like Acrobat and Express. They are aggressively pushing GenStudio to help brands build a "brand brain," linking creative production directly to marketing activation to automate personalization at scale. You'll learn how leadership views the "seat explosion" debate and why they believe automation via Firefly Foundry will drive enterprise spend rather than cannibalize seats. Shantanu Narayen (CEO) and David Wadhwani (President, Digital Media) explain the economics of "generative credits" and why owning the customer workflow matters more than owning the underlying model. All sourced directly from Adobe's own leadership at their 2025 Adobe MAX Investor Session and Q4 Earnings Call.

    36 min
  • 7 Episodes

About

Want to know how a specific company actually works? Get "Inside the Business" to learn who their customers are, how they make money, what their leadership is prioritizing, and where they're headed next. Each episode is built from real Investor Day transcripts and earnings calls, with direct quotes from named executives, so you're hearing the strategy straight from the people setting it.

Information

  • Creator
    EarningsBeat.ai
  • Years Active
    2K
  • Episodes
    7
  • Rating
    Clean
  • Copyright
    © EarningsBeat.ai
  • Show Website
    Inside the Business