Transcripts

June 12, 2024

Visional: Business in Japan, Becoming a Yankees Partner, and Digital Transformation with CEO Swimmy Minami

Austin Hankwitz (00:00):Hey everyone, I'm Austin Hankwitz and this is After Earnings. The show from Morning Brew and Stakeholder Labs brings investors up close and personal with the executives behind the world's most interesting public companies. An…

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June 6, 2024

monday.com: Free Cash Flow, Margin Expansion, and Future Plans with CFO Eliran Glazer

Understanding Monday.com's Unique Business Model: Monday.com, co-founded by two product-focused entrepreneurs in 2012, offers a cloud-based work management platform designed for flexibility and ease of use. Unlike many competitors, their pla…

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May 22, 2024

Affirm: BNPL, Competitive Strategies, and Debunking ‘Phantom Debt’ with CFO Michael Linford

Affirm's Mission and Financial Products: Affirm aims to build honest financial products that improve lives by avoiding the pitfalls of traditional revolving credit. Michael Linford emphasized their commitment to aligning their success with th…

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May 15, 2024

ServiceNow: Driving Billions in Revenue While Being a Top Workplace with CFO Gina Mastantuono

ServiceNow's Remarkable Growth and Market Position CFO Gina Mastantuno highlighted ServiceNow's impressive growth trajectory, with the stock price increasing by 2,700% since its IPO in 2012 and reaching a market cap of around $140 billion. Th…

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May 8, 2024

atai Life Sciences: Psychedelics, Mental Health, and Drug Development with Founder and Chairman Christian Angermayer

Company Focus and Innovations: atai Life Sciences is a clinical-stage biotech company engaged in developing pharmaceuticals to address severe mental health issues using psychedelics. Christian highlighted the company's focus on reviving psychedeli…

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May 1, 2024

Lovesac: From Basement Bean Bags to a $700M Tech-Enabled Furniture Business with CEO Shawn Nelson

Innovative Product Design: Shawn detailed LoveSac's unique offerings, such as modular couches that are designed to last a lifetime, beanbags, and stealth tech features like built-in charging stations and surround sound systems. This innovation not…

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April 24, 2024

Kura Sushi USA: Innovating Sushi Dining, Culinary Trends & Robot Waiters

Expansion and Performance of Kura Sushi USA: Kura Sushi has successfully expanded from Japan to the U.S., growing to 60 locations across 17 states. The company reported strong quarterly earnings, marking consecutive quarters of upwardly revised f…

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April 17, 2024

REE Automotive: EV's Commercial Future & Capital Strategies with CEO Daniel Barel

Innovative Business Model: Barel detailed REE Automotive’s unique approach to the EV market, emphasizing their modular, white-labeled EV systems designed for commercial use, particularly in the small to midsize trucking industry. This system…

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April 10, 2024

Braze AI Marketing Advisors & The Craft of Customer Engagement with CEO Bill Magnuson

Austin Hankwitz (00:00):Hey everyone, I'm Austin Hankwitz.  Katie Perry (00:02):And I'm Katie Perry. And this is After Earnings, the show from Morning Brew and Stakeholder Labs that brings investors up close and personal with the executives be…

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April 10, 2024

Redwire Space Lunar Dominance, Microgravity Drugs, and Extraterrestrial Life with CEO Peter Cannito

Katie Perry (00:00):I am Katie Perry.  Austin Hankwitz (00:02):And I'm Austin Hankwitz. And this is After Earnings, the show for Morning Brew in Stakeholder labs that brings investors up close and personal with the executives behind the world'…

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