Recent Episodes
A New Pursuit: A Travel-Focused Future with CEO David Barry
On After Earnings, Ann Berry chats with Pursuit CEO David Barry about the booming demand for adventure travel. From the White Lotus Effect to wellness tourism, acquisitions, and wildfires, they cover it all... including how a...
Why tastytrade Thinks Retail Investors Can Beat Institutions
On this episode of After Earnings, Ann Berry sat down with tastytrade’s Tom Sosnoff to discuss his journey and the changing landscape of retail trading. Retail investors now account for 20-30% of U.S. trading volume, and plat...
Cutting the Cord: AT&T’s Push Beyond Landlines and Legacy Tech with C…
On the latest After Earnings, AT&T CFO Pascal Desroches joins Ann Berry to unpack the company’s strategy, investments, and competitive landscape. They dive into AT&T’s $22 billion fiber push, its plan to connect 80% of U.S. h...
Beyond the Burrito: Chipotle’s Next Chapter in Growth and Technology …
Chipotle's ($CMG) stock is up 70% in two years, making it the third-largest U.S. restaurant chain by market value, nearing $80 billion. In 2024, revenue rose 14.6% to $11.3 billion, with slightly improved operating margins. H...
Synopsys: Unpacking Silicon & Systems in the Age of AI
With the CHIPS Act, rocketship growth in AI and a long trend of automation, companies like Synopsys ($SNPS) are getting unprecedented investor attention. On the latest episode of After Earnings, CFO Shelagh Glaser joined Ann ...
Royal Caribbean CFO Naftali Holtz on wooing millennials, bigger cruis…
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 reporti...
Recent Blog Posts
A New Pursuit: A Travel-Focused Future with CEO David Barry
Ann Berry (00:00):The great outdoors. One of the biggest trends in travel, whether it's glamping or Gen Z, interest in RV road trips, adventure and immersive experience-based vacations are on the rise. That's where companies like pursuit, attraction…
Why tastytrade Thinks Retail Investors Can Beat Institutions
Ann Berry (00:00):According to recent JP Morgan analysis, retail investors are playing an increasingly significant role in the stock market accounting for between 20 and 30% of total US trading volume. And as market participants evolve, platforms ar…
Cutting the Cord: AT&T’s Push Beyond Landlines and Legacy Tech with C…
Ann Berry (00:00):Data relentless demands for it isn't going anywhere. With the average consumer now owning more than three devices and US data center power demand projected to grow at a 15% annual rate until 2030, the infrastructure to deliver all …