After Earnings

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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.

-2 J

Beyond the Burrito: Chipotle’s Next Chapter in Growth and Technology with CFO Adam Rymer

Chipotle's ($CMG) stock is up 70% in two years, making it the third-largest U.S. restaurant chain by market value, nearing $80 billion. In 2024, revenue rose 14.6% to $11.3 billion, with slightly improved operating margins. However, investors expected a stronger 2025 outlook than the company's projected low-to-mid single-digit growth in same-store sales. CFO Adam Rymer spoke with Ann Berry about Chipotle's success, highlighting its Cultivate Next Fund venture arm, Chipotlanes for mobile order pickups, and the brand’s reputation for generous portions. $CMG 00:00 START 02:13 The Rise of “Chipotlanes” 06:47 Portion Sizes and Value Proposition 08:39 Impact of Mobile Ordering 11:01 Seasonal Trends and International Expansion 14:31 Ownership Model 17:42 Rapid Fire Questions 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

23 min
10 FÉVR.

Synopsys: Unpacking Silicon & Systems in the Age of AI

With the CHIPS Act, rocketship growth in AI and a long trend of automation, companies like Synopsys ($SNPS) are getting unprecedented investor attention. On the latest episode of After Earnings, CFO Shelagh Glaser joined Ann Berry to discuss: • Source of record revenue growth to $6B in 2024 • The $35B acquisition of $ANSS + partnerships with $NVDA, $AMZN, and $TSM • Executing on AI-driven growth in 2025 $SNPS 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
3 FÉVR.

Royal Caribbean CFO Naftali Holtz on wooing millennials, bigger cruise ships, and the future of land vacations

The cruise industry is booming, with 37 million passengers expected this year. Royal Caribbean Group, one of the world's largest cruise operators, with 66 ships visiting ~1,000 destinations, saw its stock surge after reporting strong 2024 earnings growth and record new bookings. Ann Berry spoke with CFO Naftali Holtz to break down why - and to address public perception of the sector's impact on the environment. $RCL 00:00 START 01:24 Appeal to Younger Generations 03:16 Environmental and Sustainability Efforts 07:30 Expansion into River Cruises 09:46 Loyalty Programs and Digital Innovations 15:09 Private Destinations and Land-Based Ventures 17:59 Financial Strategy 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

26 min
27 JANV.

Plant-based Food: Hype or the Future?

The food industry has seen a surge in plant-based and lab-grown alternatives, with Beyond Meat going public in 2019 and Oatly following in 2021. Pat Brown founded Impossible Foods in 2011. Despite the recent challenges faced by Beyond Meat and Oatly, Pat remains committed to his mission, now focusing on tackling climate change and reducing carbon emissions. 00:00 START 00:24 The Rise and Challenges of Impossible Foods 04:53 The Wild Hope Mission Impossible Documentary 07:15 Debates on the Healthiness of Meat Replacement Burger Patties 10:11 Lab-Grown Meat: Hype or Hope? 14:45 Affordability of Meat Alternatives 19:35 Will New US Public Policies Support Farmers in Transitioning to Sustainable Cattle Farming? 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

24 min
13 JANV.

Flip Phones Are Back?! Plus, Navigating Changing Administrations with Lenovo

On this episode of After Earnings, Ann Berry chats with Ryan McCurdy, President of North America at Lenovo. Ryan, who joined Lenovo in September 2023 after over 20 years at Intel, discusses how the company's new marketing partnerships with FIFA, F1, and celebrity endorsements, including Paris Hilton, have boosted brand awareness. He also shares his insights on the PC replacement cycle, Lenovo's strategies for growth, and more. $LNVGY 00:00 START 04:46 Brand Awareness and Technology Showcases 08:28 Smartphone Market Growth and AI Features 13:13 AI Integration in Sales and Marketing 16:48 Infrastructure Solutions and AI Partnerships 21:02 IT Services 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
30/12/2024

How Lemonade Uses AI to Compete in the MASSIVE Insurance Market

Lemonade, founded in 2015, has harnessed AI to revolutionize insurance products and operations. CEO Daniel Schreiber joins host Ann Berry to share his vision for growing the business 10x. They dive into AI’s role in expanding into auto insurance, the use of “synthetic agents” to drive cash flow with General Catalyst, and the psychology behind insurance fraud. $LMND 00:27 Lemonade’s Business Model and Growth 00:51 Financial Performance and Market Challenges 02:18 Deep Dive into Auto Insurance 04:20 AI and Telematics in Car Insurance 07:29 AI in Customer Acquisition and Retention 11:33 Synthetic Agents and Financial Strategy 24:16 Philanthropy and Social Impact 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
16/12/2024

How Roku Empowers Small Businesses in the Streaming Era

This week, Ann sits down with Roku CFO Dan Jedda to discuss the company’s content strategy, growth in ad revenue, and new products designed for small and medium-sized business clients. The episode explores whether TVs will ever be profitable for Roku, the role of ads in Roku City, and how partnerships with Instacart and Trade Desk are shaping the company’s future. $ROKU 00:00 START 00:33 Roku’s Revenue Streams 02:02 Roku’s Advertising Strategy 05:17 Financial Performance and Future Growth 10:30 Ad Partnerships and Innovations 14:12 Targeting SMB 18:54 Roku’s Competitive Advantage and Moat 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
09/12/2024

Salesforce CEO Marc Benioff on the "AI Labor Force," AI Bubble Risks, & Tech in the New Government

In this episode, Salesforce founder and CEO Marc Benioff sits down with Ann Berry to discuss the company's growing Agentforce product, valuations in the AI sector today and Salesforce's track record in start up investing. Ann also asks Marc if we will see him working with Elon Musk on DOGE, and whether Twitter / X is an asset he wished he'd bought. $CRM 0:00 START 01:54 The Impact of AgentForce 03:04 AI Bubble and Market Valuations 06:00 AgentForce in Action: Heathrow Airport 07:51 AgentForce vs. Microsoft's CoPilot 09:17 Balancing Human and Digital Workforce 11:47 Government Applications of AgentForce 13:01 Mark Benioff on Public Service and Politics 19:44 Salesforce's Acquisition Strategy 22:37 RTO and Leadership 24:08 Succession Planning at Salesforce 26:43 AI Startups and Industry Leaders 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

Tout afficher (42)

4,6

sur 5

17 notes

Interesting guests and incredible insight

08/08/2024

Cyqlinq

A must for every founder to listen to
Ad timing

25/11/2024

Nickname 152683752

When the ads are slammed in and cut off a host it’s clear that the podcast isn’t produced with care. And I have to carry the thread through the ad. Great content but details are ruining it. I’ll be back when you fix the ad placements, thanks!

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.