Recent Episodes
Feb. 10, 2025
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…
Feb. 3, 2025
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 report…
Jan. 27, 2025
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…
Jan. 13, 2025
Flip Phones Are Back?! Plus Balancing Security Concerns 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 pa…
Dec. 30, 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 expandin…
Dec. 16, 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 e…
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Recent Blog Posts
Feb. 3, 2025
Royal Caribbean CFO Naftali Holtz on wooing millennials, bigger cruis…
Ann Berry (00:00):The cruise industry. If one sector has been boyed by post covid revenge travel, it's this one. The number of global cruise passengers is expected by trade association CLIA to reach 37 million this year. That's 25% more …
Jan. 27, 2025
Plant-based Food: Hype or the Future?
Ann Berry (00:00):Lab grown meat plant-based alternatives. The past decade has felt like a cascade of companies have tried to disrupt food and especially all things cow with Beyond Meat. IPOing in 2019, followed by Oatley in 2021. This all …
Jan. 13, 2025
Flip Phones Are Back?! Plus, Navigating Changing Administrations with…
Ann Berry (00:00):Welcome back to After Earnings. I'm your host Ann Barry, and today we had the pleasure of talking to Lenovo's Ryan McCurdy, president of North America. The North American market accounts for about a quarter of Lenovo's, roughly …