Episodes
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Ann Berry is joined by Kevin Rubin, CFO of Zscaler, to discuss how the company's zero trust model protects nearly half of the Fortune 500, what frontier AI models revealed about cybersecurity vulnerabilities and whether the software selloff is missing the bigger picture.
00:00 Kevin Rubin, CFO of Zscaler, Joins01:19 What Zscaler does: zero trust cybersecurity explained02:08 Castle and moat vs. doomsday bunker: the zero trust architecture04:34 Zscaler's customer base05:56 Project Glasswing: partnering with Anthropic on vulnerability research06:35 How frontier AI models find security vulnerabilities at machine speed09:03 Why Zscaler's stock is down 40% despite AI partnerships11:32 Ad break: KeyBank12:17 Using AI internally14:18 International expansion16:46 M&A strategy18:42 Acquisition multiples and the AI premium19:27 How Zscaler evaluates ROI on acquisitions20:45 Earnings results22:50 The war for enterprise sales talent24:36 Capital allocation25:25 Outro and upcoming episodes
After Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.com
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Ann Berry is joined by Alan Ellingson, CFO of DraftKings, to discuss how the company is navigating the rising popularity of prediction markets, its new “Super App” designed to let users seamlessly operate across jurisdictions, and how DraftKings is working to maintain integrity in sports betting.
00:00 Alan Ellingson, CFO of DraftKings, Joins00:38 Q1 earnings highlights: revenue, EBITDA, and profitability01:25 Prediction markets: threat or opportunity?02:53 Cannibalization concern: what the data actually shows03:34 Why sportsbook users aren't switching to prediction markets05:26 Prediction market regulation: CFTC rulemaking and legislative bans06:38 Market integrity: fighting insider trading and gaming the system07:58 The Super App: from seven apps to one unified platform09:33 Super App expansion: lotteries, horse racing, and what's next10:06 Could DraftKings move into stock trading?11:08 Rail Bird acquisition: building a prediction market exchange12:07 Ad break: KeyBank12:38 ESPN, NBC, and Amazon: the content partnership strategy14:19 What exclusive broadcast deals actually do for the bottom line15:06 League partnerships vs. broadcast deals: a disciplined approach16:14 State tax hikes: the regulatory landscape17:21 Black market competition: offshore sportsbooks and the tax disadvantage19:26 Cost-cutting and margin defense20:07 Path to 30% EBITDA margins21:26 Breaking down the balance sheet22:23 Prediction markets as a billion-dollar TAM opportunity22:43 Outro and upcoming episodes
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
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Ann Berry is joined by Gillian Munson, CFO of Duolingo to discuss the company's transformation as it pursues user growth over short-term revenue. They dive into Duolingo’s expansion beyond language learning, growth opportunities across Asia, and how AI is accelerating content production. Gillian also reflects on transitioning from Duolingo’s board to stepping into the CFO role.00:00 Gillian Munson, CFO of Duolingo, Joins01:47 Go big or go home: the strategy shift explained03:32 The cost of not swinging for a billion users04:05 Analyst skepticism addressed05:36 Shots on goal: product, Asia, and performance marketing07:28 Speaking features, AI ingredients, and learning outcomes08:00 Chess, math, and music as new growth vectors10:03 Asian language learners and China's English boom11:34 AI-powered content creation13:51 Where AI costs show up on the P&L14:42 Gross margin compression and investment guidance15:05 2026 guidance: bookings, revenue, and EBITDA targets16:18 The balance sheet: $1B+ cash and buyback strategy18:01 M&A appetite: tuck-ins vs. transformational deals19:34 Why Duolingo is staying software-focused20:43 Gillian's transition from board member to CFOAfter Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: [email protected]$DUOL
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Ann Berry is joined by Glenn Fogel, CEO of Booking Holdings, to survey the state of the global travel industry amid geopolitical uncertainty and Glenn’s strategy to creating synergy across multiple brands — including its Connected Trip vision. They unpack the rise of alternative accommodations versus Airbnb, and the role of AI through products like Priceline’s Penny and new startup initiatives. Glenn also shares how he thinks about attracting entrepreneurial talent, navigating M&A and positioning Booking for long‑term growth.After Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: [email protected]$BKNG
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Ann Berry is joined by Ernesto López Mozo, CFO of Ferrovial, to outline the company’s infrastructure assets, from highways to airports, and where it sees the strongest growth opportunities. They unpack the financing behind JFK Terminal 1, why Ferrovial exited Heathrow, and how private equity is impacting the sector. Plus, they discuss the key drivers behind the company’s IPO on the U.S.-based Nasdaq.00:00 Ferrovial CFO Ernesto López Mozo Joins00:41 What Ferrovial does01:30 Inside JFK Terminal One development02:53 How major infrastructure projects get financed04:04 Public vs private funding in infrastructure05:04 Competing with private equity in infrastructure deals05:36 Target returns and managing construction risk06:13 Why Ferrovial sold its Heathrow stake07:07 U.S. infrastructure boom and growth opportunities08:14 Highways vs airports: where demand is strongest09:07 The role of AI and data centers in infrastructure10:20 Why Ferrovial isn’t going big on data centers11:18 Competition for capital in infrastructure investing12:03 Geographic focus: U.S. vs global expansion12:58 Breaking down strong earnings growth14:24 Capital structure and project-level debt strategy16:12 Why Ferrovial listed on the Nasdaq16:53 Impact of joining the Nasdaq-10017:31 Who’s buying the stock: investor base breakdown18:26 Attracting more U.S. investors19:22 The future of transportation: autonomy and eVTOLsAfter Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: [email protected]$FER
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Ann Berry is joined by Sridhar Ramaswamy, CEO of Snowflake to discuss Project SnowWork, the company’s new platform that brings outcome-driven AI agents into enterprise workflows. They break down why constant innovation is critical as AI drives competition across the software industry. They also discuss Snowflake’s path to GAAP profitability, its M&A strategy, and how volatility is impacting compensation structures.
00:00 Snowflake CEO Sridhar Ramaswamy Joins00:51 What Snowflake does (data cloud explained)02:28 Customer base and how companies use Snowflake04:37 Inside Snowflake’s workforce 06:13 SnowWork and the company’s AI push08:47 Partnerships with OpenAI, Anthropic, and Google Cloud11:02 Can AI companies replace traditional software?13:35 Risks of LLMs learning from customer data15:02 Snowflake’s M&A strategy and recent deals16:16 What types of companies Snowflake wants to acquire17:15 Competition for AI talent and hiring strategy18:44 Paying founders: cash vs stock19:36 Where future growth will come from21:22 Pricing strategy and enterprise negotiations23:13 Capital allocation: buybacks and acquisitions25:17 Focus on GAAP profitability26:18 Stock-based compensation and retaining talent
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Ann Berry is joined by Charles Giancarlo, CEO and Chairman of Everpure, to discuss the company’s shift from data storage to data management in the AI era. They break down how companies are preparing their data for AI and the strategy behind Everpure’s rebrand from Pure Storage. They also discuss the rising demand for enterprise data infrastructure, the importance of investing in sales talent, and the supply-chain pressures driving up memory costs.
00:00 Everpure CEO Charles Giancarlo Joins
00:45 What EverPure actually does (data storage explained)
04:43 Customer base: enterprise vs mid-market
05:29 Shift from storage hardware to data software
05:59 Preparing enterprise data for AI use
08:29 Growth metrics and 2026 outlook
10:03 Why the company rebranded to Everpure
11:34 R&D investment and product focus areas
14:28 Rising sales and marketing spend
16:47 Hiring and competition for sales talent
18:39 Competitive landscape and positioning vs hyperscalers
20:30 Memory costs and supply chain challenges
22:27 Where semiconductor supply comes from
24:07 Stock performance and investor messaging
24:39 Long-term strategy vs short-term stock moves
26:27 Capital allocation: buybacks and acquisitions
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Ann Berry is joined by Zeta Global Co-founder & CEO David Steinberg to discuss how the company is using AI to transform digital marketing. Steinberg explains how Zeta’s platform helps enterprises acquire, retain and monetize customers, why the company invested in AI years before the recent boom and how it built its consumer data cloud. They also discuss the “software apocalypse” narrative weighing on SaaS stocks, Zeta’s push into connected TV advertising and how its new AI assistant Athena could further automate marketing decisions.
00:00 Zeta Global CEO David Steinberg Joins01:00 What Zeta’s Marketing Platform Actually Does03:14 Why Zeta Pivoted to AI in 201707:30 Building a Massive Consumer Data Cloud08:34 How Zeta Uses Data to Target and Acquire Customers10:02 The “Software Apocalypse” and Tech Stock Selloff10:44 Zeta’s Growth: Revenue, Cash Flow, and Scale12:06 Connected TV Advertising and Data Targeting13:45 Why AI Won’t Replace Enterprise Software17:46 Introducing Athena: Zeta’s AI Marketing Copilot19:02 Automating Marketing Strategy with AI21:06 The Path to $2.3B in Revenue22:14 Pricing Power and Return on Ad Spend26:03 M&A Strategy and Growth Through Acquisitions
After Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.com
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Ann Berry is joined by Coursera CEO Greg Hart, to discuss where online education is headed, Coursera's position within a rapidly changing skills economy and what the company’s combination with Udemy means for learners, enterprises and creators. They explore how Coursera is using generative AI inside its products, along with the company’s broader approach to scale, monetization and long-term growth.
00:00 Coursera CEO Greg Hart Joins01:12 Coursera’s Position in the Global Education Market02:56 The Coursera–Udemy Combination Explained05:15 Consumer vs. Enterprise Revenue Mix06:31 Course Creation Speed & Academic vs. Creator Models09:54 Partnerships with OpenAI, Google, and Microsoft12:00 Monetization Strategy15:30 M&A Strategy and Sector Consolidation17:58 Stock Performance and Investor Sentiment21:15 Generative AI in Learning and Course Creation24:46 AI Policies and Human Instructors26:45 Coursera as a Public Benefit Corporation (B Corp)30:30 AI Inside the Company and Workforce Impact
After Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.com
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Ann Berry is joined by Dynex Capital Co-CEO Smriti Popenoe, who explains how mortgage REITs operate and how Dynex invests in agency mortgage-backed securities. Popenoe walks through the mechanics of leverage, interest-rate sensitivity and how those factors affect returns and dividends. They also discuss the Fed’s role in shaping financing costs, the function of Fannie Mae and Freddie Mac in the housing finance system and proposed limits on institutional ownership of residential real estate.
00:00 Dynex Capital Co-CEO Smriti Popenoe Joins
01:03 What Dynex Capital Does and How a Mortgage REIT Works
02:26 How Mortgages Are Sourced Through Fannie Mae and Freddie Mac
03:44 Government Guarantees, Credit Risk and Mortgage Securities
04:25 Could Fannie Mae and Freddie Mac Go Public? Potential Impacts
06:21 Due Diligence and Mortgage Selection at Dynex
06:41 Specified Pools and Managing Prepayment Risk
08:38 Mortgage Yields, Dividends, and Interest Rate Sensitivity
10:49 Leverage Strategy and Risk Management at Dynex
13:55 Competition in the Agency Mortgage REIT Market
15:53 Dynex’s Growth Strategy and Focus on Housing Finance
19:29 Institutional Ownership of Housing and Proposed Regulations
22:01 Portfolio Duration and Weighted Average Life of Mortgages
23:19 Why Dynex Uses a Co-CEO Structure
26:45 Decision-Making, Accountability, and Leadership Structure
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Ann Berry is joined by Gen CEO Vincent Pilette to break down Gen’s business model and growth strategy following its expansion beyond cybersecurity. The conversation covers how brands like Norton, Avast, LifeLock and MoneyLion fit together, how Gen thinks about consumer trust and how financial wellness is being integrated into its core security platform. Pilette also discusses customer adoption, global expansion and how the company evaluates future adjacencies and acquisitions.00:00 – Gen CEO Vincent Pilette joins00:41 – Gen’s four business pillars and operating segments02:26 – Norton’s role in consumer cybersecurity02:57 – Consumer vs. B2B2C growth strategy04:15 – Customer journeys across Norton, LifeLock, and MoneyLion05:07 – Platform integration and challenges with cross-selling06:59 – Subscriber base and membership structure07:58 – Global user scale across paid and free customers08:21 – Financial wellness adoption and growth outlook09:57 – Positioning Gen for consumers and investors12:09 – Trust-based solutions13:33 – Strategic priorities and future expansion areas17:11 – Customer demand for blockchain-based solutions18:16 – Geographic mix and international growth strategyAfter Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: [email protected]$GEN
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Ann Berry is joined in-studio by CLEAR's CEO Caryn Seidman Becker They review the company’s latest quarter, the rollout of eGates and how the company is preparing for global expansion. Caryn shares what’s driving CLEAR’s growth across travel and enterprise, why healthcare is a major unlock and the ways digital identity is becoming a core layer of modern life.
Highlights include: CLEAR's origin story and buyout from bankruptcy plus how the company navigated this fall's government shutdown.
00:00 — Caryn Seidman Becker Joins
00:53 — What’s Powering Clear’s Momentum
01:49 — eGates, CapEx & Free Cash Flow
02:13 — Airport Footprint & Expansion Plans
04:36 — Fixing Wait Times & Member Experience
06:07 — Travel During the Shutdown
07:23 — Signing Documents With Your Face
09:05 — DeepFakes & Identity Security
10:56 — Government Tech & Verification
11:19 — CLEAR in Entertainment & Events
13:21 — Cybersecurity & Holding Less Data
14:16 — Healthcare & “Killing the Clipboard”
18:49 — Global Travelers & Compliance
19:44 — Clear’s Origin Story
23:59 — Stock Price, Buybacks & Free Cash Flow
25:44 — M&A Outlook
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Ann Berry is joined in-studio by Nate Baxter, President & COO of ScottsMiracle-Gro. They discuss how the 160-year-old company is modernizing its iconic brands, balancing innovation with sustainability, and sunsetting its cannabis subsidiary. Nate explores shifting consumer demographics, regional growth strategies and the company’s planned packaging refresh.Highlights include:- How Scotts and Miracle-Gro are being reinvented for millennials and Gen Z- Why ScottsMiracle-Gro is exiting the cannabis business- How organic and sustainable lawn-care products are shaping the company’s future00:00 – Nate Baxter Joins01:06 – Pandemic hangover and the reset02:33 – Margin recovery and streamlining03:25 – Brand portfolio and recession resilience04:50 – Millennials, Gen Z & wellness06:51 – “Emerging” consumers, kids and pets09:04 – Organics, biologicals and safety10:44 – Modernizing packaging and brand aesthetic11:59 – E-commerce, website revamp and education13:32 – Exiting cannabis and Hawthorne’s future15:22 – Why tech and AI matter in lawn care17:22 – Weather, forecasting and media allocation18:27 – Seasonality and fall lawn strategy21:51 – Free cash flow, debt paydown & M&A24:05 – What a “transformational” deal could be
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On this episode of After Earnings, Ann sits down with Beth Gaspich, the Chief Financial Officer of NiCE - a decades-old enterprise software company looking to transform itself into an AI-driven customer experience platform.They discuss how NiCE aims to redefine contact centers through automation and conversational AI, NiCE's nearly $1 billion acquisition of Cognigy, and the company’s approach to fraud detection and deepfake prevention. 00:00 — Beth Gaspich joins 02:00 — The history of NiCE 05:00 — AI and automation in contact centers 06:00 — Deepfake detection and data privacy 10:00 — Market perception vs. fundamentals 11:30 — Inside NiCE’s nearly $1 B Cognigy acquisition 13:00 — Balancing profitability and growth 15:20 — Acquisition and capital allocation strategy 18:00 — How NiCE evaluates AI tuck-ins 19:00 — Beth’s career and leadership path 22:00 — How a CFO keeps up with AI 23:40 — The next generation of finance talent$NICE
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On this episode of After Earnings, Ann Berry speaks with Steph Guild, Chief Investment Officer at Robinhood, about how the company is expanding beyond active trading into broader wealth management. Guild explains how Robinhood Strategies works and how it aims to help retail investors build long-term portfolios. She also shares her perspective on tokenized assets along with thoughts on prediction markets, retail investor behavior, international growth, and whether today’s market shows signs of a bubble.
00:00 – Steph Guild Joins
00:52 – How Robinhood Keeps Users Active as They Mature
02:02 – Inside “Robinhood Strategies”
03:42 – Lower Minimums and Broader Access
04:06 – Building Portfolios: Balancing ETFs and Single Stocks
07:08 – How Retail Investors Approach Risk and New Assets
10:31 – Mixing Professional Advice with Social Investing
12:42 – Portfolio Positioning in a High-Valuation Market
15:15 – Are We in a Market Bubble?
16:08 – Expanding Internationally
16:52 – Why Tokenized Assets Are Rolling Out in Europe First
18:13 – Tokenization’s Benefits and Early-Stage Limitations
20:50 – How Prediction Markets Can Function as a Hedge
23:04 – Leaving a Legacy Firm for a New Model
25:44 – Taking Career Risks
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The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships
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On this episode of After Earnings, Ann Berry sits down with Mandy Fields, Chief Financial Officer of e.l.f. Beauty to unpack how the company balances celebrity-led brands, marketing spend and the business realities of tariffs, pricing and growth.
00:00 – Mandy Fields Joins
00:48 – How Marketing Spend Is Driving e.l.f. Beauty’s Growth
02:00 – Working With Celebrity Founders: Hailey Bieber and Alicia Keys
04:00 – Building a Platform for Female-Led Beauty Brands
06:15 – Where e.l.f. Beauty Sees the Strongest Marketing Returns
07:30 – Inside e.l.f. Beauty’s Three-Pillar Growth Strategy
09:20 – Skincare Expansion: rhode, Naturium and e.l.f. Skin
11:00 – Targeting Different Consumers Across the Portfolio
13:00 – How e.l.f. Beauty Approaches Global Expansion
15:10 – rhode’s Retail Debut at Sephora
17:00 – What’s Behind the $1 Billion rhode Deal
19:00 – Managing the Risks of Celebrity Brands
21:00 – Tariffs, China Exposure and Supply Chain Shifts
23:00 – How Shoppers Responded to the $1 Price Increase
24:15 – Investing in Growth: Cash, Technology and M&A
25:45 – Why e.l.f. Beauty Withheld Full-Year Guidance
28:00 – The Future of Beauty Retail Partnerships
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
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On this episode of After Earnings, Ann Berry sits down with Hamilton Lane Co-CEO Erik Hirsch for an in-depth conversation about the future of private markets. They discuss how Hamilton Lane is opening private capital to retail investors, why fund manager selection matters more than thematic bets in today’s environment and how the firm navigates being a publicly traded company.
00:00 – Erik Hirsch Joins
00:38 – AUM vs AUA: How Hamilton Lane Makes Money
02:25 – From Consultant to Asset Manager: Hamilton Lane’s Evolution
03:58 – The Co-Investment Model Explained
06:42 – The Strategic Edge of Scale and Market Insight
08:15 – What’s Working in Private Equity Right Now
09:26 – From Thematic to Manager-Driven Investing
11:08 – Is Private Credit in a Bubble?
12:51 – Inside the Secondary Market Surge
16:33 – Managing a Public Company Focused on Private Assets
18:30 – The Case for Less Frequent Earnings Reporting
20:28 – Democratizing Private Markets for Retail Investors
23:54 – Expanding Retail Access
26:18 – The Trillions in Retail Opportunity
30:55 – Looking Ahead: Tokenization & the Retailization of Private Markets
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On the latest episode of After Earnings, Ann Berry sits down with Udemy CEO Hugo Sarrazin to discuss the company’s pivot from a traditional online course marketplace to an AI-powered platform designed to re-skill the global workforce.
Highlights include:
- Udemy’s shift from one-off course sales to a subscription model
- The company’s enterprise push to re-skill workforces at scale
- The future of its instructor-driven marketplace
- How AI can deliver mass personalization in learning
00:00 – Hugo Sarrazin Joins
01:12 – Why the online learning industry is under pressure
02:42 – Udemy’s consumer vs. enterprise business explained
05:56 – How AI enables personalization in learning
08:00 – Marketplace model vs. proprietary content
11:58 – Transition to subscriptions and monetization challenges
15:02 – Is Udemy becoming a digital media company?
16:48 – Enterprise clients and “just-in-time” learning
20:27 – Selling to CTOs, HR, and business leaders
23:33 – Reskilling 92 million workers in the AI era
25:39 – ROI pressure vs. growth opportunity
27:11 – Margins, cash flow, and product investment
29:03 – Hugo Sarrazin’s career journey: McKinsey to CEO
33:40 – Will AI replace consulting?
37:55 – The future of Udemy
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
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On the latest episode of After Earnings, Ann Berry sits down with Amrita Ahuja, the CFO & COO of Block, to break down the company’s recent performance and how it's leveraging its multiple brands to drive long-term growth. The conversation explores Block’s capital allocation strategy, AI-powered underwriting and how each of its businesses from Cash App and Square to Afterpay aims to expand financial access.
00:00 – Amrita Ahuja joins
00:15 – What Ties Block’s Brands Together?
03:06 – How Block Allocates Capital Across Business Units
05:23 – Is Rule of 40 Outdated?
06:34 – How Cash App Grows Market Share
09:14 – Competing with PayPal and Venmo
10:32 – Why Teens Are the Future of Cash App
12:05 – How Cash App Customers Graduate Across Products
14:02 – Integrating Afterpay Into Cash App
15:24 – AI, BNPL, and Personalized Lending
18:22 – Will Block Offer Mortgages or Auto Loans?
19:56 – Block’s M&A Strategy
21:08 – Bitcoin Mining with Proto Rig
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
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On the latest episode of After Earnings, Ann Berry sits down with Henry Schuck the Founder and CEO of ZoomInfo to break down the company’s recent earnings, including revenue growth and profitability. They discuss ZoomInfo’s efforts to leverage AI for product development, customer acquisition strategies, and how the company is navigating increased competition and market challenges in the sales intelligence space.
00:00 - Henry Schuck Joins01:15 - Securing the GTM Ticker Symbol 02:43 - Customer Segmentation and Target Markets 04:18 - Product Application for a Cleaning Services Business 09:14 - Launch and Growth of Copilot 13:12 - Earnings and Market Reaction16:37 - Enterprise Use of ZoomInfo for AI Integration 17:09 - Supporting AI Implementation 18:41 - Leveraging Proprietary Data Assets 19:35 - Internal AI Adoption and Efficiency Gains 22:49 - Founding Story and Early Growth 25:55 - Competitive Landscape and Entry Barriers 26:41 - Data Network as a Long-Term Differentiator
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
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