After Earnings

Latest Episodes:

How AI Is Reviving the PC: Lenovo’s Record $26.9B Quarter Oct 19, 2026

Show notes

Lenovo SVP and President of North America Ryan McCurdy joins After Earnings to break down the company’s record $26.9 billion quarter, with more than a third of revenue now tied to AI. He explains why demand isn’t the constraint anymore, how AI data centers are soaking up memory and pushing laptop prices up as much as 60%, and how Lenovo is navigating tariffs and chip scarcity.

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MercadoLibre CFO Martin de los Santos on Growing E-Commerce in Latin America Oct 05, 2026

Show notes

MercadoLibre CFO Martin de los Santos joins Ann Berry to discuss how his company is growing e-commerce across Latin America. With 30 straight quarters of revenue growth, Martin shares how MercadoLibre focuses on removing the friction of e-commerce and how the company is using fintech to fill the gaps for customers.

After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com

Wealthfront CFO Alan Imberman on $100B Milestone: Growth, Buybacks & Road to $1T Sep 30, 2026

Show notes

Wealthfront just crossed $100 billion in platform assets, doubling from $50 billion in under three years. CFO Alan Imberman joins Katie Perry to break down the quarter. He explains why Wealthfront is buying back stock below its IPO price, how home lending fits into a high-margin business, and why the company has its sights set on $1T.

Ouster CEO on Lidar, Cameras and the Physical AI Stack Sep 28, 2026

Show notes

Angus Pacala, co-founder and CEO of Ouster ($OUST), joins Austin Hankwitz after a quarter with $55M in revenue, up 56% year over year. They talk about REV8, the first lidar with native color, and the $35M Stereolabs acquisition. He also explains how Ouster is building the sensing layer for physical AI and what puts the company on track for its first profitable year in 2027.

How American Airlines is Building a Loyalty Program for Businesses and Travelers Sep 23, 2026

Show notes

Ann Berry is joined by Jacob Teplin, Managing Director of AAdvantage Business℠ to discuss American Airlines' loyalty program that is designed for growing businesses and the travelers who work for them. They delve into what it took to design the program built to keep two very different customers happy at once, where he sees it heading next and why the program was harder to produce than it immediately appears.

Curiosity Inc. CEO Clint Stinchcomb On the Pivot to AI Licensing Sep 21, 2026

Show notes

Curiosity Inc. CEO Clint Stinchcomb joins Ann Berry to lay out his streaming company’s business structure and plan. And why the documentary-heavy platform is pivoting from a subscriber based business to an AI Licensing based business. Ann and Clint discuss what the market looks like for AI licensing and how investors are reacting to the change in strategy.

0:00 – Intro

1:30 – Curiosity Inc.'s business model: subscription + licensing

4:20 – Who needs AI training data

5:44 – Demand for raw/unedited video

7:23 – Content library examples: Attenborough, nature/wildlife docs

10:17 – What "ethical sourcing" and chain of title mean

14:41 – Subscription vs. licensing revenue mix, investor concerns

19:20 – Independent creators seeking licensing deals

22:10 – Why raw/HDR footage is valuable for training

23:56 – 2026 guidance

25:06 – Team strategy & AI productivity

30:49 – Life as a public company post-SPAC

32:32 – Closing remarks

After Earnings is brought to you by Stakeholder Labs and Morning Brew.

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Reach OutEmail: afterearnings@morningbrew.com

$CURI

Ethos CEO Peter Colis on 113% Growth and Reinventing Life Insurance Sep 15, 2026

Show notes

Austin Hankwtiz is joined by Peter Colis, co-founder and CEO of Ethos Technologies, to discuss how the company is transforming life insurance with instant online underwriting, why eight of nine life insurtech competitors have been shuttered, pivoted or acquired, and what's driving Ethos's 113% revenue growth.

$LIFE

[00:00] Peter Colis, co-founder and CEO of Ethos, joins

[01:06] What Ethos does

[02:09] What's driving 113% revenue growth

[04:10] The Geico and Progressive parallel

[06:37] Inside the agent business

[09:11] Margin trade-offs: direct vs. third-party

[13:54] Competitive moat and why rivals failed

[17:17] The $100 million share repurchase

[20:38] What investors still don't understand

[26:42] Inside the ten-minute underwriting process

[31:52] Outro and upcoming episodes

After Earnings is brought to you by Stakeholder Labs and Morning Brew.

For more go to https://www.afterearnings.com

Ethos Technologies, Peter Colis, life insurance, insurtech, After Earnings, IPO, fintech, term life insurance, underwriting, insurance technology, revenue growth, public markets, investing, financial services, agent distribution

Prudential CFO Yanela Frias on reshaping the business, exiting certain markets and reallocating resources Sep 07, 2026

Show notes

Ann Berry is joined by Yanela Frias, CFO of Prudential Financial, to discuss the company’s five-year plan to reshape its business, its exit from emerging markets and where it’s reallocating resources. They also delve into Yanela’s 30-year career at Prudential and why she’s made a point of never staying in the same role for more than three years.
00:00 Yanela Frias, Prudential CFO, joins
01:22 Breaking down Prudential’s business
03:54 Prudential’s new five-year strategy
06:41 Simplifying a 150-year-old company
08:20 How Prudential’s insurance and asset management businesses work together
09:28 Using technology and AI in underwriting
11:54 Capital-intensive vs. capital-light businesses
13:06 Prudential’s role in private credit
14:37 Exiting emerging markets
16:16 Understanding the opportunity in Japan
19:33 How higher interest rates impact Prudential
21:06 PGIM, equity markets and diversification
22:48 Prudential’s capital allocation strategy
24:18 Yanela’s nearly 30-year career at Prudential
26:20 Outro
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
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$PRU

Nasdaq’s Emily Spurling on SpaceX, the ETF Revolution & how the Nasdaq-100 has evolved Aug 27, 2026

Show notes

Ann Berry is joined by Emily Spurling, Senior Vice President and Global Head of Index at Nasdaq, to unpack the evolution of the Nasdaq-100. They discuss SpaceX’s blockbuster IPO, how companies staying private for longer are changing the makeup of public markets, and why Nasdaq has evolved its rules for index inclusion. Plus, Emily breaks down the ETF revolution and where she’s seeing the next wave of innovation across the economy.
00:00 Emily Spurling, Nasdaq’s Global Head of Index, joins
01:20 Why the Nasdaq-100 isn’t just a tech index
03:13 Walmart and the Nasdaq brand
03:59 Why financial companies aren’t included
04:51 SpaceX’s Nasdaq debut
05:43 Companies staying private longer and the fast-entry process
09:09 Concentration in the Nasdaq-100
10:54 Could SK Hynix join the index?
11:59 Nasdaq-100 inclusion criteria
12:39 How ETFs expanded access to the Nasdaq-100
14:35 How Nasdaq works with ETF partners
15:37 What could reshape the Nasdaq-100 next
17:01 Where innovation is emerging beyond tech
17:44 Outro
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
For more go to https://www.afterearnings.com
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Shift4 CEO Taylor Lauber on Its AI Data Advantage, Global Expansion & Luxury Spending Aug 24, 2026

Show notes

Ann Berry is joined by Taylor Lauber, CEO of Shift4, to discuss how the company grew from processing payments for small businesses to powering transactions across restaurants, hotels and stadiums. They also delve into Shift4’s approach to AI, its acquisition strategy and why investors have grown more skeptical of the payments sector.

00:00 Taylor Lauber, CEO of Shift4, joins
01:16 Shift4's origin story
03:49 Building the restaurant technology suite
06:19 Shift4's verticals
07:29 Revenue split
08:58 Competing with Toast and other point-of-sale players
12:33 Tax-free shopping and Middle East travel disruption
15:18 Global Blue acquisition and international expansion
17:29 Shift4's AI investment strategy
20:54 The "Jack and Coke problem" and proprietary data
23:53 Discussing Shift4's stock
28:24 Outro and upcoming episodes

After Earnings is brought to you by Stakeholder Labs and Morning Brew.

For more go to https://www.afterearnings.com

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Reach Out
Email: afterearnings@morningbrew.com

$FOUR

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