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  • In this episode of After Earnings, Airbnb’s Chief Business Officer and Former CFO, Dave Stephenson, spoke with Katie and Ann to discuss the company’s unique differentiation strategies, including exclusive listings and a co-host marketplace. He highlights innovative marketing initiatives, a shift from search engine reliance, and the company’s global expansion efforts. Amid regulatory and market challenges, Airbnb celebrates significant growth in rural areas and extended stays, showcasing its value against traditional hotels and marking a milestone of over two billion guest arrivals worldwide.

    $ABNB

    00:00 START
    01:25 Airbnb’s Differentiation Strategy
    02:36 Winter Release and Co-Host Marketplace
    06:20 Unique Listings and Marketing Strategy
    09:52 The Power of Brand Marketing
    10:35 Airbnb’s Impact on Major Events
    12:14 Navigating Regulatory Challenges
    13:48 International Expansion and Market Trends
    18:51 Leadership Insights and Future Outlook

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

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  • In this episode of After Earnings, Katie Perry and Ann Berry talk with Blake Grayson, CFO of Docusign, about the company's shift from e-signatures to intelligent agreement management. Grayson discusses Docusign's new IAM platform, AI-focused acquisitions like Lexion, and global expansion plans. He also shares insights on financial performance, growth strategies, and how Docusign plans to innovate with its 1.6 million customers. Grayson wraps up by reflecting on his 11 years at Amazon.

    $DOCU

    00:00 START
    01:04 Docusign's Evolution and Vision
    02:35 Intelligent Agreement Management Platform
    08:10 Go-to-Market Strategy and Competitive Landscape
    12:56 Recent Acquisition and AI Integration
    20:27 Financial Performance and Market Perception
    28:50 Blake Grayson's Career Journey

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  • In this episode of After Earnings, COO & CFO of Affirm Michael Linford sits down with Katie to reflect on the outstanding Q2 performance for the popular Buy Now, Pay Later company. Linford shares the secret sauce that contributes to Affirm’s rapid growth and areas of opportunities to seize, such as key partnerships with Amazon and Apple. Also, some insight to why Affirm is considered one of the more popular methods of payment for Gen Z and where Affirm fits in the trend of AI.

    00:00 - Welcome Affirm COO & CFO Michael Linford
    02:00 - Secrets to Affirm’s ‘killer’ Q2 earnings
    05:30 - Effects of the Fed’s rate cut on consumer demand
    09:10 - Why Gen Z leans on Affirm for their purchases
    11:40 - What Affirm does better than its competitors
    14:30 - Are there plans to leverage AI?
    18:40 - What the Apple partnership brings for Affirm
    20:30 - Breaking into the UK market
    24:00 - Building a payment network as big as Amex or Visa
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  • In this episode of After Earnings, Arm CFO Jason Child joined to talk about the company's growth since its IPO, its relationship with SoftBank, and its approach to AI. He shared insights on Arm's engineering culture, key partnerships with tech giants like Google and Microsoft, and how going public has impacted recruitment. Jason also discussed Arm’s strategies in mergers and acquisitions, as well as managing investor relations.

    $ADR

    00:00 START 
    01:12 Understanding Arm's Role in the AI Value Chain
    02:47 Arm's IPO Journey and Business Model
    03:25 Revenue Streams: Licenses and Royalties
    06:59 AI and the Semiconductor Market
    08:31 Talent Wars and Recruitment Strategies
    11:56 Competition and Market Position
    13:19 Public Float and Investor Relations
    16:38 Managing Expectations and Long-term Vision
    18:44 M&A and Future Growth
    20:09 Cloud Products and Market Share
    23:25 China Revenue and Geopolitical Impact
    25:14 Work Culture and Remote Work Policies
     

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  • In the latest episode of After Earnings, Pfizer CFO David Denton shares insights into the company’s achievements and future strategies with Ann Berry and Katie Perry. They discuss topics like acquiring Seagen, the use of AI in drug development, and ongoing initiatives in oncology and weight management. Denton addresses shareholder concerns about financial performance, emphasizing Pfizer’s dedication to innovation through significant investments in M&A and R&D. He also highlights the development of an oral GLP-1 receptor for obesity management and efforts to maintain robust dividends.

    $PFE

    00:00 START
    00:55 Pfizer’s Current Position and Achievements
    02:23 Strategic Acquisitions and Investments
    06:04 AI and Digital Transformation in Drug Development
    08:33 New Product Development: Oral Semaglutide
    10:37 Challenges and Market Opportunities
    15:39 Direct-to-Consumer Strategies and M&A
    20:31 Investor Relations and Future Outlook

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  • 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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