Transcripts

March 24, 2025

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…

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March 17, 2025

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…

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March 3, 2025

Cutting the Cord: AT&T’s Push Beyond Landlines and Legacy Tech with CFO Pascal Desroches

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 …

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Feb. 24, 2025

Beyond the Burrito: Chipotle’s Next Chapter in Growth and Technology with CFO Adam Rymer

Ann Berry (00:00):Welcome back to After Earnings. I'm your host Ann Berry, and today we spoke to Adam Ryer, Chief Financial Officer of Chipotle with its share price up 70% over the past two years. Chipotle is the third biggest restaurant group in th…

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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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