After Earnings

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Lyft CEO on Silver Riders, Self-Driving Cars, and the $100M Ad Bet Jun 02, 2025

On the latest episode of After Earnings, we spoke with Lyft CEO David Risher about designing Lyft Silver for older adults who have been left out of the rideshare boom, how the company is turning its app into a $100 million advertising platform, and what it will take to balance a future of autonomous vehicles with the human touch that keeps rides personal.
$LYFT

00:00 START
01:21 Lyft Silver: Targeting Older Adults
06:01 Commute Rides and Price Lock
10:26 Expansion through Acquisitions
14:22 Lyft Media and In-App Advertising
17:25 AI and Autonomous Rides

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Roblox CEO on Shopping, Socializing, and Selling in 3D May 19, 2025

On the latest episode of After Earnings, we spoke with Roblox founder and CEO David Baszucki about why gaming is becoming an always-on digital marketplace, how AI is accelerating the work of Roblox creators, and what it’ll take to grow the platform’s share of global gaming spend from 3% to 10%.

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Tariffs, Toys, and the Kidult Takeover with Hasbro May 12, 2025

On the latest episode of After Earnings, we spoke with Hasbro CFO and COO Gina Goetter about how the company is navigating tariff pressure, why 60% of toy sales now come from adults, and how Hasbro's billion-dollar Magic: The Gathering franchise is driving growth. $HAS

01:03 Tariff Impact on the Toy Industry

02:42 Hasbro's ""Playing to Win"" Strategy

07:10 The Rise of the Kid-Adult Market

09:58 Entertainment and Licensing Ventures

13:11 Wizards of the Coast and Digital Gaming

16:52 Community Engagement and Brand Fandom

23:12 Rapid Fire Questions and Conclusion

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When Will Quantum Computing Be Ready for Prime Time? Inside Rigetti’s Big Bet Apr 28, 2025

On the latest episode of After Earnings, we spoke with Rigetti CEO Dr. Subodh Kulkarni about quantum science and its applications today. He talked about how Rigetti tries to compete with the quantum computing R&D budgets of Big Tech players, the company's push towards a 100-qubit processor, and the promise of new breakthroughs. $RGTI

00:00 Comparing quantum computers with the human brain

02:15 Qubits versus bits in quantum computing

04:30 The challenges of scaling quantum hardware

06:45 How Rigetti plans to reach 100+ qubits

09:05 The race against Big Tech in quantum development

11:20 Real-world applications of quantum computing

14:10 Why commercialization still faces hurdles

17:00 Rigetti’s vision for the future of quantum computers

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Grab and Go: How Super Apps Are Changing the Game Apr 14, 2025

On this episode of After Earnings, Ann Berry sits down with Grab CFO Peter Oey. Grab is a leading super app in Southeast Asia, offering everything from ride-hailing to food delivery, grocery services, and digital payments. The company went public via a $40B SPAC in 2021, but its stock has since dropped 64% as it works toward profitability. Still, growth hasn’t slowed; revenue rose 19% in 2024, and its digital bank, GXS, now holds $1.2 billion in deposits. We spoke with Peter about whether super apps can become profitable, and why Southeast Asia is worth watching.

$GRAB

00:15 What a super app is and why the U.S. doesn’t have one (yet)

02:35 How 44M users rely on Grab daily for rides, food, and more

05:05 Why Grab spends big on incentives to grow new features

08:20 Grab’s path to sustained profitability and cash flow

09:46 How AI powers voice orders, merchant bots, and driver copilots

13:40 Using data to personalize ads and credit score users

15:15 Grab’s growth playbook: more cities, more services, more users

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How Adobe Will Compete with Free AI Tools and Protect Users' IP with CFO Dan Durn Apr 07, 2025

On this episode of After Earnings, Ann Berry sits down with Adobe CFO Dan Durn to unpack the company’s strategy as free generative AI tools flood the market. Adobe is expanding its focus beyond professional creatives to attract everyday users and businesses, with Firefly AI now integrated into its core products, enabling features like text-to-video and automated image enhancements. The company kicked off 2025 with $5.7 billion in Q1 revenue, up 10% from last year, and nearly $2.5 billion in operating cash flow. Still, the market is questioning whether $125 million in revenue from AI-powered tools is enough, as Adobe’s stock remains down more than 22% over the past year.

$ADBE

00:00 START

02:32 Adobe's Cloud Services Explained

04:38 Competing in the AI Landscape

08:46 Adobe's Innovation and Market Position

11:11 Customer Trust and IP Protection

13:18 Future Outlook and Market Confidence

16:17 Rapid Fire Questions

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Episodes

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A New Pursuit: A Travel-Focused Future with CEO David Barry Mar 23, 2025

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 weak Canadian dollar and national park cuts could shake up the industry.

$PRSU

00:00 START

00:51 Media like White Lotus fuels travel trends.

04:02 Recent acquisitions expand Pursuit’s footprint.

08:08 International tourism rebounds post-COVID.

10:25 Exchange rates and tariffs impact travel demand.

12:05 Wildfires hit Jasper, but recovery is strong.

17:32 National park budget cuts raise concerns.

19:44 Rebrand strengthens Pursuit’s identity.

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Why tastytrade Thinks Retail Investors Can Beat Institutions Mar 17, 2025

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 platforms like tastytrade are evolving to support them. Focused on education and data-driven trading, tastytrade offers live market insights, strategy content, and tools for active investors. Highlights from their conversation included discussions about the future of retail trading, such as 24/5 markets and crypto, and the perks that retail investors enjoy over institutions.

https://tastytrade.com/

00:00 START

02:29 tastytrade’s Current Landscape

06:17 Digital Assets and Bitcoin

10:58 Expanding the Investing Audience

16:57 24-Hour Trading and Retail Investors

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Cutting the Cord: AT&T’s Push Beyond Landlines and Legacy Tech with CFO Pascal Desroches Mar 03, 2025

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. homes by 2030, and how it’s streamlining operations to focus on core telecom services. $T

00:00 START

00:45 Core Business Lines: Mobile and Fiber Services

01:34 Recent Earnings and Performance

02:05 Enterprise Services and Challenges

05:40 Spectrum Acquisitions and Satellite Communications

09:15 Investments in Fiber and Wireless

16:55 Political and Regulatory Impacts

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Beyond the Burrito: Chipotle’s Next Chapter in Growth and Technology with CFO Adam Rymer Feb 24, 2025

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. However, investors expected a stronger 2025 outlook than the company's projected low-to-mid single-digit growth in same-store sales. CFO Adam Rymer spoke with Ann Berry about Chipotle's success, highlighting its Cultivate Next Fund venture arm, Chipotlanes for mobile order pickups, and the brand’s reputation for generous portions. $CMG

00:00 START

02:13 The Rise of “Chipotlanes”

06:47 Portion Sizes and Value Proposition

08:39 Impact of Mobile Ordering

11:01 Seasonal Trends and International Expansion

14:31 Ownership Model

17:42 Rapid Fire Questions

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Synopsys: Unpacking Silicon & Systems in the Age of AI Feb 10, 2025

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 Berry to discuss:

• Source of record revenue growth to $6B in 2024

• The $35B acquisition of $ANSS + partnerships with $NVDA, $AMZN, and $TSM

• Executing on AI-driven growth in 2025

$SNPS

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Royal Caribbean CFO Naftali Holtz on wooing millennials, bigger cruise ships, and the future of land vacations Feb 03, 2025

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 reporting strong 2024 earnings growth and record new bookings. Ann Berry spoke with CFO Naftali Holtz to break down why - and to address public perception of the sector's impact on the environment.

$RCL

00:00 START

01:24 Appeal to Younger Generations

03:16 Environmental and Sustainability Efforts

07:30 Expansion into River Cruises

09:46 Loyalty Programs and Digital Innovations

15:09 Private Destinations and Land-Based Ventures

17:59 Financial Strategy and Future Outlook

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Plant-based Food: Hype or the Future? Jan 27, 2025

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 by Beyond Meat and Oatly, Pat remains committed to his mission, now focusing on tackling climate change and reducing carbon emissions.

00:00 START

00:24 The Rise and Challenges of Impossible Foods

04:53 The Wild Hope Mission Impossible Documentary

07:15 Debates on the Healthiness of Meat Replacement Burger Patties

10:11 Lab-Grown Meat: Hype or Hope?

14:45 Affordability of Meat Alternatives

19:35 Will New US Public Policies Support Farmers in Transitioning to Sustainable Cattle Farming?

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Flip Phones Are Back?! Plus, Navigating Changing Administrations with Lenovo Jan 13, 2025

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 partnerships with FIFA, F1, and celebrity endorsements, including Paris Hilton, have boosted brand awareness. He also shares his insights on the PC replacement cycle, Lenovo's strategies for growth, and more.

$LNVGY

00:00 START

04:46 Brand Awareness and Technology Showcases

08:28 Smartphone Market Growth and AI Features

13:13 AI Integration in Sales and Marketing

16:48 Infrastructure Solutions and AI Partnerships

21:02 IT Services

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How Lemonade Uses AI to Compete in the MASSIVE Insurance Market Dec 30, 2024

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 into auto insurance, the use of “synthetic agents” to drive cash flow with General Catalyst, and the psychology behind insurance fraud.

$LMND

00:27 Lemonade’s Business Model and Growth

00:51 Financial Performance and Market Challenges

02:18 Deep Dive into Auto Insurance

04:20 AI and Telematics in Car Insurance

07:29 AI in Customer Acquisition and Retention

11:33 Synthetic Agents and Financial Strategy

24:16 Philanthropy and Social Impact

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How Roku Empowers Small Businesses in the Streaming Era Dec 16, 2024

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 ever be profitable for Roku, the role of ads in Roku City, and how partnerships with Instacart and Trade Desk are shaping the company’s future.

$ROKU

00:00 START

00:33 Roku’s Revenue Streams

02:02 Roku’s Advertising Strategy

05:17 Financial Performance and Future Growth

10:30 Ad Partnerships and Innovations

14:12 Targeting SMB

18:54 Roku’s Competitive Advantage and Moat

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Salesforce CEO Marc Benioff on the "AI Labor Force," AI Bubble Risks, & Tech in the New Government Dec 09, 2024

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 also asks Marc if we will see him working with Elon Musk on DOGE, and whether Twitter / X is an asset he wished he'd bought.

$CRM

0:00 START

01:54 The Impact of AgentForce

03:04 AI Bubble and Market Valuations

06:00 AgentForce in Action: Heathrow Airport

07:51 AgentForce vs. Microsoft's CoPilot

09:17 Balancing Human and Digital Workforce

11:47 Government Applications of AgentForce

13:01 Mark Benioff on Public Service and Politics

19:44 Salesforce's Acquisition Strategy

22:37 RTO and Leadership

24:08 Succession Planning at Salesforce

26:43 AI Startups and Industry Leaders

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How AI Could Impact Your Credit Score with Upstart CEO Dave Girouard Nov 25, 2024

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 points, recent earnings, and growth strategies.

$UPST

00:00 Start

00:25 Limitations of FICO Scores

00:50 New Approaches by Fintech Companies

01:42 Upstart’s Credit Assessment

02:22 AI and Creditworthiness

05:10 Addressing Bias in Credit Access

06:22 Upstart’s Macroeconomic Insights

09:06 Challenges with Buy Now, Pay Later

10:11 Upstart’s Business Model and Partnerships

13:28 Recent Earnings and Market Reactions

25:13 Future Growth and AI in Lending

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Zoetis: The Major Player in the $500B Pet Market You May Not Have Heard Of Nov 12, 2024

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 public companies in the pet space, like Zoetis. Zoetis Executive Vice President and CFO Wetteny Joseph shares how the company works in both companion and production animal health. He talks about their top products, research investments, use of AI, and strong financial results. Despite challenges, Zoetis keeps pushing for innovation and profit in animal health.

$ZTS

00:00 START

00:26 The Rise of Zoetis in Animal Health

02:10 Zoetis' Focus on Companion Animals

03:21 Innovations in Pet Care Products

05:06 Challenges and Opportunities in Pet Health

09:06 Zoetis' Livestock Business Insights

14:02 Global Market Trends and R&D Priorities

17:41 The Role of AI in Animal Health

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Airbnb: New Host Features, Unique listings, and International plans with CBO Dave Stephenson Oct 21, 2024

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-host marketplace. He highlights innovative marketing initiatives, a shift from search engine reliance, and the company’s global expansion efforts. Amid regulatory and market challenges, Airbnb celebrates significant growth in rural areas and extended stays, showcasing its value against traditional hotels and marking a milestone of over two billion guest arrivals worldwide.

$ABNB

00:00 START

01:25 Airbnb’s Differentiation Strategy

02:36 Winter Release and Co-Host Marketplace

06:20 Unique Listings and Marketing Strategy

09:52 The Power of Brand Marketing

10:35 Airbnb’s Impact on Major Events

12:14 Navigating Regulatory Challenges

13:48 International Expansion and Market Trends

18:51 Leadership Insights and Future Outlook

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Docusign: 1 Billion Users and Why CFO Blake Grayson Is Banking on Agreement Automation Oct 14, 2024

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 platform, AI-focused acquisitions like Lexion, and global expansion plans. He also shares insights on financial performance, growth strategies, and how Docusign plans to innovate with its 1.6 million customers. Grayson wraps up by reflecting on his 11 years at Amazon.

$DOCU

00:00 START

01:04 Docusign's Evolution and Vision

02:35 Intelligent Agreement Management Platform

08:10 Go-to-Market Strategy and Competitive Landscape

12:56 Recent Acquisition and AI Integration

20:27 Financial Performance and Market Perception

28:50 Blake Grayson's Career Journey

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Affirm: Apple Partnership, Gen Z Appeal, & Investor Questions w/ COO & CFO Michael Linford Sep 30, 2024

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 contributes to Affirm’s rapid growth and areas of opportunities to seize, such as key partnerships with Amazon and Apple. Also, some insight to why Affirm is considered one of the more popular methods of payment for Gen Z and where Affirm fits in the trend of AI.

00:00 - Welcome Affirm COO & CFO Michael Linford

02:00 - Secrets to Affirm’s ‘killer’ Q2 earnings

05:30 - Effects of the Fed’s rate cut on consumer demand

09:10 - Why Gen Z leans on Affirm for their purchases

11:40 - What Affirm does better than its competitors

14:30 - Are there plans to leverage AI?

18:40 - What the Apple partnership brings for Affirm

20:30 - Breaking into the UK market

24:00 - Building a payment network as big as Amex or Visa

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Arm: SoftBank Ownership, Licensing Growth, and Global Reach with CFO Jason Child Sep 26, 2024

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 partnerships with tech giants like Google and Microsoft, and how going public has impacted recruitment. Jason also discussed Arm’s strategies in mergers and acquisitions, as well as managing investor relations.

$ADR

00:00 START

01:12 Understanding Arm's Role in the AI Value Chain

02:47 Arm's IPO Journey and Business Model

03:25 Revenue Streams: Licenses and Royalties

06:59 AI and the Semiconductor Market

08:31 Talent Wars and Recruitment Strategies

11:56 Competition and Market Position

13:19 Public Float and Investor Relations

16:38 Managing Expectations and Long-term Vision

18:44 M&A and Future Growth

20:09 Cloud Products and Market Share

23:25 China Revenue and Geopolitical Impact

25:14 Work Culture and Remote Work Policies

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Pfizer: Oncology Breakthroughs, GLP-1 Weight Management and Strategic M&A Insights with CFO David Denton Sep 23, 2024

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 in drug development, and ongoing initiatives in oncology and weight management. Denton addresses shareholder concerns about financial performance, emphasizing Pfizer’s dedication to innovation through significant investments in M&A and R&D. He also highlights the development of an oral GLP-1 receptor for obesity management and efforts to maintain robust dividends.

$PFE

00:00 START

00:55 Pfizer’s Current Position and Achievements

02:23 Strategic Acquisitions and Investments

06:04 AI and Digital Transformation in Drug Development

08:33 New Product Development: Oral Semaglutide

10:37 Challenges and Market Opportunities

15:39 Direct-to-Consumer Strategies and M&A

20:31 Investor Relations and Future Outlook

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Yext: The Inner Workings of the Internet, AI's Impact on Search, & Hype Cycles with CEO Mike Walrath Sep 16, 2024

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 satisfaction. They discuss challenges from AI and the need for reliable data, plus Yext's recent acquisition of Hearsay and AI's growing role in business.

00:00 START

01:28 The Importance of Accurate Digital Data

03:30 AI's Impact on Search and Data Accuracy

06:56 Klarna's Bold Move and SaaS Industry Insights

09:05 Balancing Innovation and Customer Needs

11:01 Yext's Recent Earnings and Future Focus

17:30 The Evolution of Digital Advertising

21:34 Reflections on Education and Career Paths

$YEXT

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Upwork: Navigating the Intersection of Fractional Work and AI Innovation with CFO Erica Gessert Sep 09, 2024

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 fractional workforces and AI advancements. They brokedown the benefits for enterprises, the growth of AI-enabled freelance jobs, and Upwork's strategic initiatives, including partnerships with OpenAI.

$UPWK

00:00 START

00:41 The Rise of Fractional Work and AI

04:37 Benefits of Freelance Platforms for Businesses

10:58 Upwork's Financial Performance and Market Perception

12:41 AI's Role in Upwork's Future

17:14 Partnerships and R&D at Upwork

27:28 NFL Talk

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AI Supercomputing, Rural Development, and Data Centers with Applied Digital CEO Wes Cummins Sep 03, 2024

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 with AI, the challenges of building data centers in rural areas like North Dakota, and the impact on local communities. They also talk about the future of AI supercomputing and what’s next for the company.

$APLD

00:00 START

02:44 Applied Digital's Data Centers

05:46 NVIDIA's New Chips and Impact

07:22 Financial Performance and Challenges

09:16 Customer Base and Market Strategy

17:53 Future Growth and Expansion Plans

26:55 Revitalizing Rural America

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Duolingo: Growth, AI Tools, and What's Up With That Owl with CFO Matt Skaruppa Aug 26, 2024

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 active users, innovations in AI integration, and Duolingo's mission to make education universally accessible. Are you heading to Duocon?

$DUOL

00:00 START

01:04 Duolingo's Journey and Growth

02:28 The Importance of Language Learning

04:28 Innovations in AI and User Experience

06:10 Duolingo's Characters and Engagement

07:00 Geographical Reach and User Base

09:00 Earnings and Growth Metrics

14:02 Monetization Strategies and Future Plans

16:20 Duolingo English Test and Strategic Goals

18:46 Upcoming DuoCon Event

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GoDaddy: Beyond Domain Dominance with CFO Mark McCaffrey Aug 19, 2024

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 entrepreneurs, the impact of their AI product Airo, and the importance of free cash flow as a North Star. Mark also shares valuable career and leadership advice, emphasizing the importance of self-awareness, vulnerability, and proactive mentorship in a remote/hybrid work environment.

$GDDY

00:00 START

01:21 GoDaddy's Mission and Evolution

05:28 AI and the Airo Product

15:05 Q2 Earnings Breakdown

18:49 The Importance of Attach Rate

24:15 Maximizing Free Cash Flow

27:59 Leadership and Mentorship Insights

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Shopify: Bridging Online and Offline Retail with President Harley Finkelstein Aug 14, 2024

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, 25% revenue growth, and strong international growth, especially in Europe. Harley also mentions the shift to integrated online and offline retail, the importance of executive personal branding, and partnerships with Amazon and Affirm to enhance merchant experiences.

$SHOP

00:00 START

01:52 Shopify's Evolution and Growth

03:42 Empowering Entrepreneurs and Large Enterprises

06:02 The Future of Retail and Commerce

08:53 Shopify's Partner Ecosystem

12:22 Acquisitions and Technical Founders

20:27 Earnings Highlights and Financial Performance

24:14 International Expansion and Market Trends

31:56 Executive Personal Branding and Social Media

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Tilray Brands: From Cannabis Pioneer to Beverage Disruptor with CEO Irwin D. Simon Aug 07, 2024

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 strategic acquisitions, its performance amidst regulatory challenges, and future growth plans. Simon provides insights into the company’s brand development, the pivotal shifts taken since 2018, and the strategy behind navigating the complex cannabis market.

$TLRY

00:00 START

04:11 Challenges and Strategic Shifts

06:43 Expansion into Beverage and Spirits

13:46 Stock Performance and Market Perception

20:11 Regulatory Hurdles and Future Opportunities

24:25 Geographical Strategy and Market Focus

25:31 Expanding Beverage Business in the US

26:48 International Market Opportunities

27:45 Earnings and Revenue Growth

28:48 Acquisition Strategy and Brand Growth

33:17 Path to Profitability

42:07 Company Culture and Future Plans

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Dynex Capital: REITs, Yield, and the Fed’s Next Move with co-CEO Smriti Popenoe Aug 01, 2024

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 over 12.5%. Smriti explained the basics of REITs, differentiated between equity and mortgage REITs, and highlighted Dynex's unique position. She also covered potential Fed rate cuts and the importance of yield in portfolios. Additionally, Smriti shared insights on leadership values, the benefits of the co-CEO structure, and the significance of doing good to drive performance.

$DX

00:00 START

02:10 Understanding REITs and Dynex's Role

11:38 Lessons from the 2008 Financial Crisis

15:04 Preparing for Policy Changes

23:48 Capital Raise and Demand

25:47 Impact of Fed Rate Cuts

28:52 Business Philosophy: Do Well and Do Good

32:14 The Co-CEO Dynamic

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This episode was recorded before the 7/31/2024 Federal Open Market Committee.

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Winnebago CEO Michael Happe: Why the Classic RV Brand is Making Major Marine Moves Jul 25, 2024

Austin Hankwitz and Katie Perry sit down with Mike Happe, CEO of Winnebago Industries, to discuss the company's evolution from iconic RV manufacturer to a diversified outdoor recreation leader. Mike shares anecdotes about his cross-country trips during COVID, the development of electric boats, and the company's strategic focus on premium innovation. The conversation delves into Winnebago's market share, recent acquisitions like Lithionics Battery, and the impact of macroeconomic trends. Mike's leadership philosophy and commitment to outdoor experiences round out an insightful episode.

$WGO

00:00 START

01:03 Winnebago's Transformation and Diversification

06:44 The North Star and Target Customer Shift

10:51 Impact of COVID-19 on Outdoor Recreation

15:30 Electrification and Lithium Battery Acquisition

20:13 Economic Challenges and Dealer Relationships

27:29 Dealer's Perspective and Company Revenue Breakdown

28:14 Earnings Call Insights and Resilience Metrics

31:35 Brand Recognition and Market Strategy

34:47 Revenue Portfolio and Future Targets

40:17 Leadership and Entrepreneurial Recognition

44:22 Personal Connection to the Outdoors

47:02 Final Thoughts and Team Acknowledgment

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e.l.f. Beauty CEO Tarang Amin: How e.l.f. Succeeds Against Celebrity Brands like Fenty and Rhode Jul 17, 2024

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 commitment to affordability and quality. The episode highlights the company's diversity initiatives, inclusive culture, and strategic use of data, concluding with Tarang sharing his entrepreneurial roots and core business lessons. (P.S. You will learn all about Austin's skincare routine.)

$ELF

00:00 START

01:07 The Rise of e.l.f. Cosmetics

03:47 Balancing Quality and Affordability

05:17 Influencer and Community Engagement

09:18 Innovative Marketing Strategies

18:35 Retail Expansion and Future Growth

20:16 Proactive SKU Management

21:06 Notorium Acquisition and Expansion

23:18 Skincare Routines and Product Recommendations

25:54 Leveraging Data for Business Strategy

28:40 Board Diversity and Corporate Values

35:41 Entrepreneurial Lessons from Immigrant Roots

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Life360: Trolling TikTokers, Privacy vs. Safety, and the Future of Location Sharing with CEO Chris Hulls Jul 10, 2024

Katie Perry and Austin Hankwitz interview Chris Hulls, CEO of Life360, an app for family location tracking. Chris discusses the company's strategies, including a successful TikTok campaign with 7 billion views, and their monetization approach, where only 13% of users are paid subscribers. He emphasizes Life360's core values, security measures, and plans for expanding services to seniors. Chris shares insights on his leadership style, influenced by his military background, and how he turned a teen-led campaign against the app into a successful engagement strategy. The episode concludes with plans to extend Life360's services to aging parents, showing the app's broad future potential.

$LIF

00:00 START

01:20 Meet Chris Hulls, CEO of Life360

02:33 The Origin of Life360

05:13 Life360's IPO Journey

10:31 Data Privacy and Security at Life360

14:43 Monetization and User Data

21:50 Future Plans and User Benefits

23:41 Free vs. Paid Services

24:10 Family Safety Features

24:49 Expanding User Base

26:56 Senior Care Solutions

31:15 Leadership and Core Values

33:17 TikTok and Teen Engagement

39:23 Military Influence on Leadership

42:02 Final Thoughts and Reflections

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Better: One-Day Mortgages, Interest Rate Woes, and How Not to Handle a Layoff with CEO Vishal Garg Jun 26, 2024

In this episode, hosts Katie Perry and Austin Hankwitz interview Vishal Garg, the CEO of Better.com. The conversation delves into how Better.com is revolutionizing the mortgage industry by leveraging technology to streamline processes and reduce costs. Vishal emphasizes the company's mission to make homeownership accessible to a broader audience while focusing strongly on customer experience. The discussion also covers the challenges faced in a volatile market, their approach to regulatory compliance, and the company's future direction.

$BETR

00:00 START

02:24 Value Proposition Overview - Vishal explains how Better.com offers a more efficient mortgage process.

06:45 Innovative Tech Integration - Discussion on the technological advancements Better.com uses to improve services.

10:05 Mission and Vision for Inclusivity - Highlighting the company's goals to broaden homeownership access.

15:35 Resilience and Market Strategy - Insights into Better.com’s strategies for handling market fluctuations.

20:55 Focus on Customer Experience - Emphasizing the company's commitment to customer satisfaction.

25:14 Future Growth Plans - Vishal outlines what's next for Better.com regarding expansion and innovation.

30:45 Navigating Regulatory Challenges - Addressing how Better.com manages compliance with evolving regulations.

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Cava: Innovating Fast-Casual Dining, Pushing Love Buttons, and IPO Success With CEO Brett Schulman Jun 19, 2024

In this episode of After Earnings, the hosts sit down with Brett Schulman, co-founder and CEO of the fast-growing restaurant chain Cava. They discuss Cava's journey from its founding to going public, emphasizing the strategic preparations and robust growth leading to its successful IPO. Brett shares insights on the company's focus on digital transformation, leveraging data, and maintaining strong in-store and digital customer experiences. Additionally, the conversation highlights Cava's commitment to employee development and the impact of its Mediterranean-inspired food on the American dining landscape.

$CAVA

00:00 START

01:15 Interview with Brett Schulman, cofounder and CEO of CAVA

02:25 The Love Button for Employees

03:22 The Origins and Growth of Cava

05:15 Retail Strategy and Digital Transformation

08:55 Navigating the IPO Process

14:12 Maintaining Growth and Profitability

23:45 Employee Engagement and Stock Rewards

25:50 New Menu Items and Market Expansion

30:31 Data-Driven Decisions and Future Plans

40:54 Conclusion and Reflections

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Visional: Business in Japan, Becoming a Yankees Partner, and Digital Transformation with CEO Swimmy Minami Jun 12, 2024

On this episode of After Earnings hosts Austin Hankwitz and Katie Perry explore Visional CEO and founder Swimmy Minami’s journey and the rise of his company. They discuss Visional's use of AI in HR, its recent IPO on the Tokyo Stock Exchange, and the differences between the Japanese and U.S. job markets. Swimmy also talks about Visional's plans for cybersecurity and other growth areas, his recent accolade from EY as World Entrepreneur of the Year, and his involvement with the Yankees.

EY World Entrepreneur of the Year 2024: https://www.ey.com/en_gl/weoy/class-of-2024

TSE:4194

00:00 START

00:12 Meet Swimmy Minami: Tech Entrepreneur and Yankees Owner

01:06 Visional: The Japanese LinkedIn

02:23 AI and Human Capital Management

09:08 Listing on the Tokyo Stock Exchange

11:24 Retail Investing in Japan vs. the U.S.

12:47 Revenue Growth and Market Trends

19:27 Future Innovations and Cybersecurity

23:00 EY World Entrepreneur of the Year

27:46 Swimmy's Role with the New York Yankees

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monday.com: Free Cash Flow, Margin Expansion, and Future Plans with CFO Eliran Glazer Jun 06, 2024

In this episode of 'After Earnings', Katie Perry and Austin Hankwitz interview Eliran Glazer, CFO of monday.com. Founded in 2012, monday.com helps businesses create no-code workflow tools and went public in 2021. Eliran discusses balancing user types, AI integration, sustainable growth, managing headcount, their Super Bowl ad, and future cash flow plans. The conversation also covers IPO preparation, investor relations, and long-term growth strategies.

$MNDY

00:00 START

00:54 Understanding Monday.com's Unique Business Model

01:51 The Story Behind Monday.com

04:03 Monday.com's Diverse Customer Base

08:21 AI Integration in Monday.com

11:53 Growth Strategies and Financial Discipline

20:14 Super Bowl Ad Experiment

22:06 Earnings Results and Future Plans

25:37 Exploring the Seed-Based Business Model

26:35 Future Pricing Models and AI Integration

27:33 Free Cash Flow and Margin Expansion

30:30 Investment Strategies and Market Expansion

31:46 Acquisition Plans and Complementary Technologies

35:23 Preparing for IPO and Financial Systems Overhaul

40:09 Transitioning to a Public Company

44:43 Final Thoughts and Reflections

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Affirm: BNPL, Competitive Strategies, and Debunking ‘Phantom Debt’ with CFO Michael Linford May 22, 2024

In this episode of After Earnings, Austin Hankwitz speaks with Affirm CFO Michael Linford, exploring the company's innovative financial products, focusing on the Buy Now Pay Later space, and its commitment to consumer financial health. The discussion highlights Affirm's strategic partnerships, revenue streams, and response to competitive challenges, as well as its approach to leveraging AI for customer service enhancement. Linford also shares his personal journey to Affirm, underscoring the company's passion for offering transparent, flexible financial solutions that align with consumer success.

$AFRM

00:00 Welcome to After Earnings: Unveiling Affirm's Financial Innovations

01:00 Breaking Down Affirm's Mission and Business Model

01:37 Affirm's Approach to Consumer Credit and Financial Health

04:32 The Affirm Card: A New Era of Financial Flexibility

06:01 Decoding Affirm's Revenue Streams and Financial Health

11:35 Earnings Highlights: Affirm's Remarkable Quarter

18:58 The Affirm and Shopify Partnership: A Deep Dive

25:12 Addressing the Bloomberg Article on BNPL Debts

31:22 Debunking Myths Around Delinquencies and Credit Behavior

32:33 The Power of Controlled Spending with Affirm

35:44 Affirm's Approach to Credit Reporting and Future Plans

38:23 Navigating the High Interest Rate Environment

43:32 Leveraging AI for Customer Service and Business Efficiency

50:09 Competitive Landscape and Consumer-Centric Strategy

55:24 Personal Journey to Affirm and Career Reflections

59:59 Key Takeaways and Closing Thoughts

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ServiceNow: Driving Billions in Revenue While Being a Top Workplace with CFO Gina Mastantuono May 15, 2024

In this episode of After Earnings, Katie Perry and Austin Hankwitz sit down with ServiceNow CFO Gina Mastantuono. ServiceNow, a cloud-based workflow automation platform, enables enterprise organizations to improve operational efficiencies by streamlining and automating routine work tasks. Together, they discuss the company's impressive Q1 earnings, advancements in GenAI technology, and the importance of workplace cultural transparency that led them to being ranked #3 by Glassdoor as "Best Places to Work in 2024".

$NOW

TIMESTAMPS

00:00 START

00:07 Spotlight on ServiceNow: A Deep Dive with CFO Gina Mastantuno

00:39 ServiceNow's Impressive Journey and Q1 Earnings Insights

00:49 Exploring ServiceNow's Culture and Massive Interest in Employment

02:22 The Evolution and Impact of ServiceNow's Platform

05:38 ServiceNow's Strategic Expansion and Customer-Centric Approach

07:42 Generative AI at ServiceNow: Early Adoption and Future Prospects

13:07 Earnings Highlights and the Future of Gen AI

18:23 Investor Day Preview and ServiceNow's Growth Strategy

21:33 Navigating the Competitive Landscape and Partner Ecosystem

25:29 Leadership and Culture: The Pillars of ServiceNow's Success

33:40 Wrapping Up: Reflections and Looking Ahead

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atai Life Sciences: Psychedelics, Mental Health, and Drug Development with Founder and Chairman Christian Angermayer May 08, 2024

In this episode, hosts Katie Perry and Austin Hankwitz explore atai Life Sciences with Founder and Chairman Christian Angermayer, covering its mission and the rise of mental health issues. Together, they discuss the current state of psychedelic regulation, atai’s drug development phases, how retail investors should approach Atai post-product launch, and the company’s go-to-market strategy.

$ATAI

00:00:00 START

00:01:20 What is atai Life Sciences?

00:08:55 The prevailing theory on the rapid rise of mental health issues

00:15:50 Regulatory bodies’ openness to collaborating with atai

00:17:58 The current state of the regulation process for psychedelics

00:19:17 Phases of drug development and where atai currently is

00:24:00 How retail investors should be thinking about atai once the products go live

00:27:10 atai’s go-to-market strategy

00:32:09 Current world leader who should have the psychedelic experience

00:35:28 What retail investors should be looking at in atai’s earnings

00:40:13 Longevity and anti-aging effects of psychedelics

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Lovesac: From Basement Bean Bags to a $700M Tech-Enabled Furniture Business with CEO Shawn Nelson May 01, 2024

In this episode of the After Earnings podcast, host Katie Perry sat down with LoveSac CEO Shawn David Nelson to discuss LoveSac's success as a modular couch company whose products are designed to adapt and grow with users. They emphasize LoveSac's unique approach in researching target demographics and operating like a consumer packaged goods brand. They also break down the company’s partnerships with Best Buy, online sales strategies, upcoming innovations, lessons from store openings, future plans for LoveSac, and more.

TIMESTAMPS

00:00 Start

01:05 The story of LoveSac

03:06 The power of reputation and a product that grows with you

04:56 The modular couch and a product designed for life

07:31 What separates Lovesac: research, understanding, and operating like a CPG brand

09:14 The target demographics

13:12 Highlighting earnings success and what’s changed

15:02 How the name for LoveSac came about

20:08 Taking on online sales and going through cycles

22:36 Partnerships with Best Buy and the sell tech behind it

25:49 New innovations coming down the line

31:04 His book: Let Me Save You 25 Years

33:05 How a big lesson learned to opening their own store

34:57 What’s next for LoveSac

$LOVE

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Kura Sushi USA: Innovating Sushi Dining, Culinary Trends & Robot Waiters with CFO Jeff Uttz Apr 24, 2024

In this episode, host Katie Perry sat down with Kura Sushi USA’s Chief Financial Officer Jeff Uttz to explore how Kura Sushi is revolutionizing the sushi experience through partnerships and innovation. From gamifying the dining experience to sourcing sushi globally and Americanizing the menu, Kura is making waves in the industry. The discussion also touches on the growth of sushi in the US, the importance of quality in dining, and the company's plans for expansion.

TIMESTAMPS:

00:00:00 Start

00:02:18 Gamifying the sushi experience with Spy Family and Dragon Ball partnerships

00:06:09 The growth of sushi in the US and sushi going mainstream

00:07:41 “Eatertainment”, Kirbi the roboserver, and quality

00:08:53 The Doordash partnership

00:10:52 Opening 10 restaurants in the fiscal year

00:14:51 Explanation of white space

00:16:36 Where does Kura fit in the sushi landscape

00:20:59 Sourcing sushi from all over the world and super freezing for freshness

00:23:53 Americanizing the menu, rolls, and operations

00:25:51 The loyalty program members and the new app gathering data

00:31:02 Being an executive in the restaurant industry and permitting

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REE Automotive: EV's Commercial Future & Capital Strategies with CEO Daniel Barel Apr 17, 2024

In this episode of the After Earnings podcast, Katie Perry and Austin Hankwitz interview Daniel Barel, co-founder and CEO of REE Automotive, discussing the company's innovative approach to modernizing the commercial vehicle industry. They delve into REE Automotive's focus on building modular commercial EV systems, challenges in transitioning dealers and fleets to electric trucks, and the importance of clear communication with investors. Daniel highlights the company's three-year plan to generate a billion in sales by 2026, emphasizing responsible financial management and transparency in operations.

$REE

00:00:00 Start

00:06:41 Nuances between commercial and passenger EVs in the midsize truck industry

00:10:23 Importance of battery technology and charging infrastructure for controlled routes in the commercial EV industry

00:15:17 Challenges and strategies in converting customers to adopt commercial EVs through sales demos

00:19:21 Comparing service requirements for commercial EVs vs. traditional vehicles

00:27:38 Securing working capital amid macroeconomic uncertainty

00:31:21 Demystifying business nuances for investors as the CEO

00:39:02 Daily driver preferences and driving experiences

00:43:23 The distinct role of commercial EVs in last-mile delivery services

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Braze: AI Marketing Advisors & The Craft of Customer Engagement with CEO Bill Magnuson Apr 03, 2024

Braze CEO Bill Magnuson talked with hosts Austin and Katie about how major companies use their product, being ahead of the AI curve, and the tools clients usually consolidate when they switch to Braze. Bill also shared insights on growing the company and staying profitable, along with his journey from co-founder and CTO to CEO before going public.

$BRZE

00:01:21 - The state of marketing

00:06:09 - Why they built the company in 2011 and how the landscape changed

00:10:27 - How big names are using Braze

00:18:05 - Landing an 8 figure customer and “hunting and farming”

00:21:41 - What tools companies consolidate when they move to Braze

00:26:35 - Why costs differs across platforms

00:30:02 - Scaling at Braze and profitability

00:35:23 - Being a startup founder CTO turned public company CEO

00:38:46 - Using AI for the last decade and the rise of GenAI

00:49:59 - Steering clear of political campaigns

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Redwire Space: Lunar Dominance, Microgravity Drugs, and Extraterrestrial Life with CEO Peter Cannito Mar 27, 2024

In this episode of After Earnings, hosts Katie Perry and Austin Hankwitz sit with Peter Cannito, CEO of Redwire, to talk about their strategic positioning and potential impact on the space industry. Peter breaks down the company's role in driving growth and innovation through partnerships like Eli Lilly for microgravity drug research, as well as the bidding process, security clearances, and the importance of space exploration.

$RDW

TIMESTAMPS:

00:00:00 START

00:03:02 Where Redwire lies in the space value chain

00:06:06 Redwire’s Q4 national security revenue

00:10:23 On space race and moon dominance

00:15:01 The outlook for drug development in space

00:24:52 Drivers for profitable growth rate

00:31:17 The dynamics of space industry revenues

00:35:09 The bidding process

00:48:08 Aliens: Are they real or not real?

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Celsius Holdings: Building a Billion $$ Brand & the 3-Horse Energy Drink Race with CEO John Fieldly Mar 20, 2024

Hosts Katie Perry and Austin Hankwitz sat with Celsius CEO John Fieldly in the latest episode of After Earnings. Together, they discussed Celsius's success in building a strong brand identity, expanding market share, and leveraging data analytics to connect with consumers and drive company growth. John emphasized the impact of PepsiCo's $550M investment, product innovation, and aligning with influencers and brands like Jake Paul and Inter Miami.

$CELH

00:00:00 START

00:03:11 Celsius’ growth story

00:06:26 Selecting which sports brands and personalities to partner with

00:10:56 How Celsius was able to capitalize on the “living fit” trend successfully

00:13:02 The process of product development

00:17:00 Growth levers from Pepsi’s $550M investment

00:23:45 Pricing strategy for entering new markets

00:26:10 Stepping in as Celsius’ new CEO

00:33:04 Deepening the relationship with retail investors

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Sprout Social: Influencer Marketing, Social-First Orgs, and Scaling for Growth with President Ryan Barretto Mar 13, 2024

In this episode of After Earnings, hosts Katie Perry and Austin Hankwitz sit down with Ryan Barretto, President of Sprout Social.. They discuss the company's growth strategy, data analysis, and the evolving role of social media in business. The conversation delves into Sprout Social's focus on sophisticated customers and how social listening aids decision-making.

Timestamps

00:00:00 Start

00:04:17 How Sprout Social’s strategy shifted as a company in 2023

00:13:33 Companies becoming social-first organizations

00:19:10 How social listening data can shape brand marketing

00:23:43 Balancing quality and speed as a company

00:31:01 The three areas in which AI is helpful to customers

00:34:46 Influencer marketing

00:40:09 Insights from data gathered on Sprout

00:45:00 Societal conversations around social media

_________

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Bark: Cereal for Dogs, AI Applications, and Sustaining Momentum with CEO Matt Meeker Mar 13, 2024

On this episode of After Earnings, hosts Katie Perry and Austin Hankwitz sit down with Matt Meeker, co-founder and CEO of BARK. Matt shares insights on marketing and brand management, as well as maintaining momentum, managing employee morale, and product expansion. BARK is expanding its consumables business and bringing the same fun, humor and storytelling that made BarkBox famous to the dog treats category with the launch of its first full collection of dog treats called The Snack Pack.

Timestamps

00:00:00 Start

00:06:23 Coming up with engaging and fun product flavor names

00:14:29 Preparing the company for what is to turn into future demand

00:19:29 Making customer-centric decisions

00:26:08 AI applications at Bark

00:31:51 General approaches to retail partnerships

00:36:44 The transition from Meetup.com to Bark

00:40:44 Building and sustaining momentum within the company

00:43:30 How to keep employees’ energy despite rollercoaster rides in the business

________

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