Transcripts

Feb. 3, 2025

Royal Caribbean CFO Naftali Holtz on wooing millennials, bigger cruise ships, and the future of land vacations

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 than in 2019…

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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 came top …

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Jan. 13, 2025

Flip Phones Are Back?! Plus, Navigating Changing Administrations with Lenovo

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 $60…

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Dec. 30, 2024

How Lemonade Uses AI to Compete in the MASSIVE Insurance Market

Ann Berry (00:00):I moved apartment recently and one of the first things I did was look for home insurance. So many online search results took me to brokers wanting appointments to discuss my needs, but a few providers were savvy enough to clock. I …

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Dec. 17, 2024

How Roku Empowers Small Businesses in the Streaming Era

Ann Berry (00:00):According to Forbes, more than 80% of US households have at least one streaming subscription service up for about half in 2015. Now, the streaming wars are intensifying with giants like Amazon, apple, and Google vying for viewer at…

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Dec. 9, 2024

Salesforce CEO Marc Benioff on the "AI Labor Force," AI Bubble Risks, & Tech in the New Government

Ann Berry (00:00):Welcome back to After Earnings. I'm your host, Anne Barry, and today we have the pleasure of talking to Marc Benioff, co-founder and CEO of Salesforce. Salesforce just reported strong earnings off the back of the launch of Agent Fo…

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Nov. 25, 2024

How AI Could Impact Your Credit Score with Upstart CEO Dave Girouard

Ann Berry (00:00):Anyone who's tried to get an auto loan or a mortgage or any kind of personal loan has seen, they have a FICO score. This measures individual credit worthiness. A basic FICO score ranges from 300 to 850 with a higher score tending t…

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Nov. 12, 2024

Zoetis: The Major Player in the $500B Pet Market You May Not Have Heard Of

Ann Berry (00:00):The pet industry has grown consistently for a decade and may reach a global market size of half a trillion dollars by 2032 as a result. So why is that? Well, a couple of things going on. First of all, companion purchases, meaning b…

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Oct. 22, 2024

Airbnb: New Host Features, Unique listings, and International plans with CBO Dave Stephenson

Ann Berry (00:00): Hello Everyone. Welcome back to After Earnings. I'm your co-host Ann Barry. Katie Perry (00:4): And I'm Katie Perry. We've got a great show coming up for you today. We have the Chief Business Officer for Airbnb, Dave Stevenson …

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Oct. 14, 2024

Docusign: 1 Billion Users and Why CFO Blake Grayson is Banking On Agreement Automation

Ann Berry (00:00):I'm Ann  Berry. Katie Perry (00:03):I'm Katie Perry, and this is After Earnings, a show that brings you up close and personal with the executives behind the world's most interesting public companies. We've got a great one for …

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