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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
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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
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In this episode of After Earnings, Ann speaks with Upstart CEO and co-founder Dave Girouard about how the company uses AI to assess creditworthiness. Dave shares insights on the limitations of FICO scores, Upstart’s data points, recent earnings, and growth strategies.
$UPST
00:00 Start
00:25 Limitations of FICO Scores
00:50 New Approaches by Fintech Companies
01:42 Upstart’s Credit Assessment
02:22 AI and Creditworthiness
05:10 Addressing Bias in Credit Access
06:22 Upstart’s Macroeconomic Insights
09:06 Challenges with Buy Now, Pay Later
10:11 Upstart’s Business Model and Partnerships
13:28 Recent Earnings and Market Reactions
25:13 Future Growth and AI in Lending
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The pet industry is growing fast and could reach a global market size of half a trillion dollars by 2032. This episode looks at why people bought more pets during COVID, the trend of treating pets like family, and key public companies in the pet space, like Zoetis. Zoetis Executive Vice President and CFO Wetteny Joseph shares how the company works in both companion and production animal health. He talks about their top products, research investments, use of AI, and strong financial results. Despite challenges, Zoetis keeps pushing for innovation and profit in animal health.
$ZTS
00:00 START
00:26 The Rise of Zoetis in Animal Health
02:10 Zoetis' Focus on Companion Animals
03:21 Innovations in Pet Care Products
05:06 Challenges and Opportunities in Pet Health
09:06 Zoetis' Livestock Business Insights
14:02 Global Market Trends and R&D Priorities
17:41 The Role of AI in Animal Health
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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
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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
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
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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
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
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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
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
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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
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
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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
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
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