Episodi

  • In this episode of After Earnings, Katie talks with Mike Walrath, CEO of Yext, about digital presence management. Mike explains how Yext helps companies keep their online info accurate, which is key for revenue and customer satisfaction. They discuss challenges from AI and the need for reliable data, plus Yext's recent acquisition of Hearsay and AI's growing role in business.

    00:00 START 
    01:28 The Importance of Accurate Digital Data
    03:30 AI's Impact on Search and Data Accuracy
    06:56 Klarna's Bold Move and SaaS Industry Insights
    09:05 Balancing Innovation and Customer Needs
    11:01 Yext's Recent Earnings and Future Focus
    17:30 The Evolution of Digital Advertising
    21:34 Reflections on Education and Career Paths

    $YEXT

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  • Katie Perry sat down with Upwork CFO Erica Gessert to discuss trends shaping the freelance marketplace. With 38% of the U.S. workforce participating in freelance work, Upwork is positioned at the intersection of rising fractional workforces and AI advancements. They brokedown the benefits for enterprises, the growth of AI-enabled freelance jobs, and Upwork's strategic initiatives, including partnerships with OpenAI.

    $UPWK

    00:00 START
    00:41 The Rise of Fractional Work and AI
    04:37 Benefits of Freelance Platforms for Businesses
    10:58 Upwork's Financial Performance and Market Perception
    12:41 AI's Role in Upwork's Future
    17:14 Partnerships and R&D at Upwork
    27:28 NFL Talk

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  • On this episode of After Earnings, Katie Perry and Ann Berry chat with Wes Cummins, CEO of Applied Digital, about NVIDIA's latest earnings and how it's shaking up the tech world. They dive into what Applied Digital is doing with AI, the challenges of building data centers in rural areas like North Dakota, and the impact on local communities. They also talk about the future of AI supercomputing and what’s next for the company.
    $APLD

    00:00 START 
    02:44 Applied Digital's Data Centers
    05:46 NVIDIA's New Chips and Impact
    07:22 Financial Performance and Challenges
    09:16 Customer Base and Market Strategy
    17:53 Future Growth and Expansion Plans
    26:55 Revitalizing Rural America

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  • Ann Berry spoke to Matt Skaruppa, CFO of Duolingo, about the earnings and the company’s growing subscriber base, new products, and how that little green owl mascot came to be. Highlights include hitting 100 million monthly active users, innovations in AI integration, and Duolingo's mission to make education universally accessible. Are you heading to Duocon? 

    $DUOL

    00:00 START 
    01:04 Duolingo's Journey and Growth
    02:28 The Importance of Language Learning
    04:28 Innovations in AI and User Experience
    06:10 Duolingo's Characters and Engagement
    07:00 Geographical Reach and User Base
    09:00 Earnings and Growth Metrics
    14:02 Monetization Strategies and Future Plans
    16:20 Duolingo English Test and Strategic Goals
    18:46 Upcoming DuoCon Event
     
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  • Katie Perry spoke with Mark McCaffrey, CFO of GoDaddy, about the company's recent Q2 earnings report and future plans. Highlights include the company's transformation from a domain-centric business to a one-stop-shop for entrepreneurs, the impact of their AI product Airo, and the importance of free cash flow as a North Star. Mark also shares valuable career and leadership advice, emphasizing the importance of self-awareness, vulnerability, and proactive mentorship in a remote/hybrid work environment.

    $GDDY

    00:00 START 
    01:21 GoDaddy's Mission and Evolution
    05:28 AI and the Airo Product
    15:05 Q2 Earnings Breakdown
    18:49 The Importance of Attach Rate
    24:15 Maximizing Free Cash Flow
    27:59 Leadership and Mentorship Insights

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  • Katie Perry spoke with Harley Finkelstein, president of Shopify, about the company's recent growth and future plans following a strong Q2 earnings report. Highlights include Shopify's expansion to support large enterprises, 25% revenue growth, and strong international growth, especially in Europe. Harley also mentions the shift to integrated online and offline retail, the importance of executive personal branding, and partnerships with Amazon and Affirm to enhance merchant experiences. 

    $SHOP

    00:00 START 
    01:52 Shopify's Evolution and Growth
    03:42 Empowering Entrepreneurs and Large Enterprises
    06:02 The Future of Retail and Commerce
    08:53 Shopify's Partner Ecosystem
    12:22 Acquisitions and Technical Founders
    20:27 Earnings Highlights and Financial Performance
    24:14 International Expansion and Market Trends
    31:56 Executive Personal Branding and Social Media


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  • Austin Hankwitz and Katie Perry sit down with Tilray Brands CEO, Irwin Simon, to discuss the company's evolution from a cannabis-centric business to a diversified portfolio of beverages and spirits. They explore Tilray's strategic acquisitions, its performance amidst regulatory challenges, and future growth plans. Simon provides insights into the company’s brand development, the pivotal shifts taken since 2018, and the strategy behind navigating the complex cannabis market.

    $TLRY

    00:00 START
    04:11 Challenges and Strategic Shifts
    06:43 Expansion into Beverage and Spirits
    13:46 Stock Performance and Market Perception
    20:11 Regulatory Hurdles and Future Opportunities
    24:25 Geographical Strategy and Market Focus
    25:31 Expanding Beverage Business in the US
    26:48 International Market Opportunities
    27:45 Earnings and Revenue Growth
    28:48 Acquisition Strategy and Brand Growth
    33:17 Path to Profitability
    42:07 Company Culture and Future Plans

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  • Katie Perry spoke with Smriti Popenoe, co-CEO, President, and Chief Investment Officer of Dynex Capital, about the company’s success, including surpassing a billion dollars in equity value and maintaining a dividend yield of over 12.5%. Smriti explained the basics of REITs, differentiated between equity and mortgage REITs, and highlighted Dynex's unique position. She also covered potential Fed rate cuts and the importance of yield in portfolios. Additionally, Smriti shared insights on leadership values, the benefits of the co-CEO structure, and the significance of doing good to drive performance.

    $DX

    00:00 START
    02:10 Understanding REITs and Dynex's Role
    11:38 Lessons from the 2008 Financial Crisis
    15:04 Preparing for Policy Changes
    23:48 Capital Raise and Demand
    25:47 Impact of Fed Rate Cuts
    28:52 Business Philosophy: Do Well and Do Good
    32:14 The Co-CEO Dynamic


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    This episode was recorded before the 7/31/2024 Federal Open Market Committee. 
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  • Austin Hankwitz and Katie Perry sit down with Mike Happe, CEO of Winnebago Industries, to discuss the company's evolution from iconic RV manufacturer to a diversified outdoor recreation leader. Mike shares anecdotes about his cross-country trips during COVID, the development of electric boats, and the company's strategic focus on premium innovation. The conversation delves into Winnebago's market share, recent acquisitions like Lithionics Battery, and the impact of macroeconomic trends. Mike's leadership philosophy and commitment to outdoor experiences round out an insightful episode.
    $WGO
    00:00 START 
    01:03 Winnebago's Transformation and Diversification
    06:44 The North Star and Target Customer Shift
    10:51 Impact of COVID-19 on Outdoor Recreation
    15:30 Electrification and Lithium Battery Acquisition
    20:13 Economic Challenges and Dealer Relationships
    27:29 Dealer's Perspective and Company Revenue Breakdown
    28:14 Earnings Call Insights and Resilience Metrics
    31:35 Brand Recognition and Market Strategy
    34:47 Revenue Portfolio and Future Targets
    40:17 Leadership and Entrepreneurial Recognition
    44:22 Personal Connection to the Outdoors
    47:02 Final Thoughts and Team Acknowledgment


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  • Austin Hankwitz and Katie Perry spoke with e.l.f. Cosmetics CEO Tarang Amin about the company's impressive stock performance and innovative marketing strategies. They dive into e.l.f.'s history, expansion into skincare, and commitment to affordability and quality. The episode highlights the company's diversity initiatives, inclusive culture, and strategic use of data, concluding with Tarang sharing his entrepreneurial roots and core business lessons. (P.S. You will learn all about Austin's skincare routine.)

    $ELF

    00:00 START
    01:07 The Rise of e.l.f. Cosmetics
    03:47 Balancing Quality and Affordability
    05:17 Influencer and Community Engagement
    09:18 Innovative Marketing Strategies
    18:35 Retail Expansion and Future Growth
    20:16 Proactive SKU Management
    21:06 Notorium Acquisition and Expansion
    23:18 Skincare Routines and Product Recommendations
    25:54 Leveraging Data for Business Strategy
    28:40 Board Diversity and Corporate Values
    35:41 Entrepreneurial Lessons from Immigrant Roots

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  • Katie Perry and Austin Hankwitz interview Chris Hulls, CEO of Life360, an app for family location tracking. Chris discusses the company's strategies, including a successful TikTok campaign with 7 billion views, and their monetization approach, where only 13% of users are paid subscribers. He emphasizes Life360's core values, security measures, and plans for expanding services to seniors. Chris shares insights on his leadership style, influenced by his military background, and how he turned a teen-led campaign against the app into a successful engagement strategy. The episode concludes with plans to extend Life360's services to aging parents, showing the app's broad future potential.


    $LIF 
    00:00 START
    01:20 Meet Chris Hulls, CEO of Life360
    02:33 The Origin of Life360
    05:13 Life360's IPO Journey
    10:31 Data Privacy and Security at Life360
    14:43 Monetization and User Data
    21:50 Future Plans and User Benefits
    23:41 Free vs. Paid Services
    24:10 Family Safety Features
    24:49 Expanding User Base
    26:56 Senior Care Solutions
    31:15 Leadership and Core Values
    33:17 TikTok and Teen Engagement
    39:23 Military Influence on Leadership
    42:02 Final Thoughts and Reflections

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  • In this episode, hosts Katie Perry and Austin Hankwitz interview Vishal Garg, the CEO of Better.com. The conversation delves into how Better.com is revolutionizing the mortgage industry by leveraging technology to streamline processes and reduce costs. Vishal emphasizes the company's mission to make homeownership accessible to a broader audience while focusing strongly on customer experience. The discussion also covers the challenges faced in a volatile market, their approach to regulatory compliance, and the company's future direction.

    $BETR
    00:00 START
    02:24 Value Proposition Overview - Vishal explains how Better.com offers a more efficient mortgage process.
    06:45 Innovative Tech Integration - Discussion on the technological advancements Better.com uses to improve services.
    10:05 Mission and Vision for Inclusivity - Highlighting the company's goals to broaden homeownership access.
    15:35 Resilience and Market Strategy - Insights into Better.com’s strategies for handling market fluctuations.
    20:55 Focus on Customer Experience - Emphasizing the company's commitment to customer satisfaction.
    25:14 Future Growth Plans - Vishal outlines what's next for Better.com regarding expansion and innovation.
    30:45 Navigating Regulatory Challenges - Addressing how Better.com manages compliance with evolving regulations.

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  • In this episode of After Earnings, the hosts sit down with Brett Schulman, co-founder and CEO of the fast-growing restaurant chain Cava. They discuss Cava's journey from its founding to going public, emphasizing the strategic preparations and robust growth leading to its successful IPO. Brett shares insights on the company's focus on digital transformation, leveraging data, and maintaining strong in-store and digital customer experiences. Additionally, the conversation highlights Cava's commitment to employee development and the impact of its Mediterranean-inspired food on the American dining landscape.

    $CAVA

    00:00 START
    01:15 Interview with Brett Schulman, cofounder and CEO of CAVA
    02:25 The Love Button for Employees
    03:22 The Origins and Growth of Cava
    05:15 Retail Strategy and Digital Transformation
    08:55 Navigating the IPO Process
    14:12 Maintaining Growth and Profitability
    23:45 Employee Engagement and Stock Rewards
    25:50 New Menu Items and Market Expansion
    30:31 Data-Driven Decisions and Future Plans
    40:54 Conclusion and Reflections

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  • On this episode of After Earnings hosts Austin Hankwitz and Katie Perry explore Visional CEO and founder Swimmy Minami’s journey and the rise of his company. They discuss Visional's use of AI in HR, its recent IPO on the Tokyo Stock Exchange, and the differences between the Japanese and U.S. job markets. Swimmy also talks about Visional's plans for cybersecurity and other growth areas, his recent accolade from EY as World Entrepreneur of the Year, and his involvement with the Yankees.

    EY World Entrepreneur of the Year 2024: https://www.ey.com/en_gl/weoy/class-of-2024

    TSE:4194

    00:00 START
    00:12 Meet Swimmy Minami: Tech Entrepreneur and Yankees Owner
    01:06 Visional: The Japanese LinkedIn
    02:23 AI and Human Capital Management
    09:08 Listing on the Tokyo Stock Exchange
    11:24 Retail Investing in Japan vs. the U.S.
    12:47 Revenue Growth and Market Trends
    19:27 Future Innovations and Cybersecurity
    23:00 EY World Entrepreneur of the Year
    27:46 Swimmy's Role with the New York Yankees

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  • In this episode of 'After Earnings', Katie Perry and Austin Hankwitz interview Eliran Glazer, CFO of monday.com. Founded in 2012, monday.com helps businesses create no-code workflow tools and went public in 2021. Eliran discusses balancing user types, AI integration, sustainable growth, managing headcount, their Super Bowl ad, and future cash flow plans. The conversation also covers IPO preparation, investor relations, and long-term growth strategies.

    $MNDY

    00:00 START
    00:54 Understanding Monday.com's Unique Business Model
    01:51 The Story Behind Monday.com
    04:03 Monday.com's Diverse Customer Base
    08:21 AI Integration in Monday.com
    11:53 Growth Strategies and Financial Discipline
    20:14 Super Bowl Ad Experiment
    22:06 Earnings Results and Future Plans
    25:37 Exploring the Seed-Based Business Model
    26:35 Future Pricing Models and AI Integration
    27:33 Free Cash Flow and Margin Expansion
    30:30 Investment Strategies and Market Expansion
    31:46 Acquisition Plans and Complementary Technologies
    35:23 Preparing for IPO and Financial Systems Overhaul
    40:09 Transitioning to a Public Company
    44:43 Final Thoughts and Reflections



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  • 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

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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
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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

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