Episodes
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...
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 ...
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 par...
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 expanding...
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 ev...
Salesforce CEO Marc Benioff on the "AI Labor Force," AI Bubble Risks,…
In this episode, Salesforce founder and CEO Marc Benioff sits down with Ann Berry to discuss the company's growing Agentforce product, valuations in the AI sector today and Salesforce's track record in start up investing. Ann...
How AI Could Impact Your Credit Score with Upstart CEO Dave Girouard
In this episode of After Earnings, Ann speaks with Upstart CEO and co-founder Dave Girouard about how the company uses AI to assess creditworthiness. Dave shares insights on the limitations of FICO scores, Upstart’s data poin...
Zoetis: The Major Player in the $500B Pet Market You May Not Have Hea…
The pet industry is growing fast and could reach a global market size of half a trillion dollars by 2032. This episode looks at why people bought more pets during COVID, the trend of treating pets like family, and key …
Airbnb: New Host Features, Unique listings, and International plans w…
In this episode of After Earnings, Airbnb’s Chief Business Officer and Former CFO, Dave Stephenson, spoke with Katie and Ann to discuss the company’s unique differentiation strategies, including exclusive listings and a co-ho...
Docusign: 1 Billion Users and Why CFO Blake Grayson Is Banking on Agr…
In this episode of After Earnings, Katie Perry and Ann Berry talk with Blake Grayson, CFO of Docusign, about the company's shift from e-signatures to intelligent agreement management. Grayson discusses Docusign's new IAM plat...
Affirm: Apple Partnership, Gen Z Appeal, & Investor Questions w/ COO …
In this episode of After Earnings, COO & CFO of Affirm Michael Linford sits down with Katie to reflect on the outstanding Q2 performance for the popular Buy Now, Pay Later company. Linford shares the secret sauce that contrib...
Arm: SoftBank Ownership, Licensing Growth, and Global Reach with CFO …
In this episode of After Earnings, Arm CFO Jason Child joined to talk about the company's growth since its IPO, its relationship with SoftBank, and its approach to AI. He shared insights on Arm's engineering culture, key part...
Pfizer: Oncology Breakthroughs, GLP-1 Weight Management and Strategic…
In the latest episode of After Earnings, Pfizer CFO David Denton shares insights into the company’s achievements and future strategies with Ann Berry and Katie Perry. They discuss topics like acquiring Seagen, the use of AI i...
Yext: The Inner Workings of the Internet, AI's Impact on Search, & Hy…
In this episode of After Earnings, Katie talks with Mike Walrath, CEO of Yext, about digital presence management. Mike explains how Yext helps companies keep their online info accurate, which is key for revenue and customer s...
Upwork: Navigating the Intersection of Fractional Work and AI Innovat…
Katie Perry sat down with Upwork CFO Erica Gessert to discuss trends shaping the freelance marketplace. With 38% of the U.S. workforce participating in freelance work, Upwork is positioned at the intersection of rising fracti...
AI Supercomputing, Rural Development, and Data Centers with Applied D…
On this episode of After Earnings, Katie Perry and Ann Berry chat with Wes Cummins, CEO of Applied Digital, about NVIDIA's latest earnings and how it's shaking up the tech world. They dive into what Applied Digital is doing w...
Duolingo: Growth, AI Tools, and What's Up With That Owl with CFO Matt…
Ann Berry spoke to Matt Skaruppa, CFO of Duolingo, about the earnings and the company’s growing subscriber base, new products, and how that little green owl mascot came to be. Highlights include hitting 100 million monthly ac...
GoDaddy: Beyond Domain Dominance with CFO Mark McCaffrey
Katie Perry spoke with Mark McCaffrey, CFO of GoDaddy, about the company's recent Q2 earnings report and future plans. Highlights include the company's transformation from a domain-centric business to a one-stop-shop for entr...
Shopify: Bridging Online and Offline Retail with President Harley Fin…
Katie Perry spoke with Harley Finkelstein, president of Shopify, about the company's recent growth and future plans following a strong Q2 earnings report. Highlights include Shopify's expansion to support large enterprises, 2...
Tilray Brands: From Cannabis Pioneer to Beverage Disruptor with CEO I…
Austin Hankwitz and Katie Perry sit down with Tilray Brands CEO, Irwin Simon, to discuss the company's evolution from a cannabis-centric business to a diversified portfolio of beverages and spirits. They explore Tilray's stra...
Dynex Capital: REITs, Yield, and the Fed’s Next Move with co-CEO Smri…
Katie Perry spoke with Smriti Popenoe, co-CEO, President, and Chief Investment Officer of Dynex Capital, about the company’s success, including surpassing a billion dollars in equity value and maintaining a dividend yield of ...
Winnebago CEO Michael Happe: Why the Classic RV Brand is Making Major…
Winnebago CEO Michael Happe
How e.l.f Beauty Succeeds Against Celebrity Brands like Fenty and Rho…
Austin Hankwitz and Katie Perry spoke with e.l.f. Cosmetics CEO Tarang Amin about the company's impressive stock performance and innovative marketing strategies. They dive into e.l.f.'s history, expansion into skincare, and c...