After Earnings

Latest Episodes:

Match Group CFO Steven Bailey on Tinder's turnaround strategy, IRL events and winning over Gen Z Aug 13, 2026

Show notes

Ann Berry is joined by Steven Bailey, CFO of Match Group, to unpack Tinder’s turnaround strategy, its push to win back Gen Z, Match's expansion into in-person events and why the company is prioritizing the user experience over short-term monetization.

00:00 Steven Bailey, CFO of Match Group, joins
01:14 Tinder's rebrand explained
02:05 Cost of rebranding Tinder
04:02 Tinder Events: the new experiential feature
08:56 Balancing resources between Tinder and Hinge
09:44 Match Group's brand framework
11:29 Payer penetration at Tinder vs. Hinge
13:56 E&E: centralizing shared infrastructure
15:11 Cost savings from the E&E platform
16:13 Match Group's acquisition strategy
16:57 Inside the Hers and Salams acquisitions
18:34 Breaking down the $60 million budget
20:45 AI features and user adoption
23:07 AI-powered recommendation algorithms
24:04 AI's role in monetization
26:05 Payer declines vs. MAU trends
27:05 Free cash flow and shareholder returns
28:17 Outro and upcoming episodes

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$MTCH

Navan Co-Founder & CEO on disrupting business travel, scaling globally & why AI companies use Navan Jul 27, 2026

Show notes

Ann Berry is joined by Ariel Cohen, Co-Founder and CEO of Navan, to discuss how the company is modernizing business travel, leveraging AI to improve the traveler experience, and pursuing acquisitions to support its global expansion.
00:00 Ariel Cohen, CEO and Co-Founder of Navan, joins
01:25 What Navan does: corporate travel and expense management explained
02:51 Inside the Navan app
05:10 Navan's customer base
06:07 Who Navan sells to
07:52 Legacy travel software
09:03 Why AI companies still need Navan
12:48 Where Navan invests in R&D
14:24 Navan Edge: AI travel assistant
16:24 Disrupting the travel industry
17:56 Navan's M&A ambitions
18:49 Inside the Brazil acquisition
22:04 The blurring line between business and personal travel
24:48 Travel destination trends
26:45 Outro and upcoming episodes
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$NAVN

Twilio CEO on the Company's Turnaround Strategy, AI-Powered Customer Communication & the Robocall Problem Jul 13, 2026

Show notes

Ann Berry is joined by Khozema Shipchandler, CEO of Twilio, to discuss the company's turnaround strategy, the changing landscape of customer communication and how Twilio is leveraging AI to personalize interactions.

00:00 Khozema Shipchandler, CEO of Twilio, joins
01:06 Taking over as Twilio's CEO
01:50 What Twilio does
03:19 Fighting commoditization with pricing power and the CDP data asset
05:20 Twilio's customer base
07:29 Branded calls and fighting spam
08:04 Building trust in the US telecom network
11:21 WhatsApp, Meta, and other emerging messaging channels
13:38 New products unveiled at Twilio's customer conference
18:24 Personalizing the mortgage-shopping journey
24:24 Q1 results
26:31 Capital allocation
27:17 Outro and upcoming episodes

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$TWLO

Zscaler CFO on Next-Gen Cybersecurity, How AI Models Expose Vulnerabilities & the Software Selloff Jun 15, 2026

Show notes

Ann Berry is joined by Kevin Rubin, CFO of Zscaler, to discuss how the company's zero trust model protects nearly half of the Fortune 500, what frontier AI models revealed about cybersecurity vulnerabilities and whether the software selloff is missing the bigger picture.

00:00 Kevin Rubin, CFO of Zscaler, Joins
01:19 What Zscaler does: zero trust cybersecurity explained
02:08 Castle and moat vs. doomsday bunker: the zero trust architecture
04:34 Zscaler's customer base
05:56 Project Glasswing: partnering with Anthropic on vulnerability research
06:35 How frontier AI models find security vulnerabilities at machine speed
09:03 Why Zscaler's stock is down 40% despite AI partnerships
11:32 Ad break: KeyBank
12:17 Using AI internally
14:18 International expansion
16:46 M&A strategy
18:42 Acquisition multiples and the AI premium
19:27 How Zscaler evaluates ROI on acquisitions
20:45 Earnings results
22:50 The war for enterprise sales talent
24:36 Capital allocation
25:25 Outro and upcoming episodes

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$ZS

DraftKings CFO on Prediction Markets, the “Super App” & Sports Betting Integrity Jun 01, 2026

Show notes

Ann Berry is joined by Alan Ellingson, CFO of DraftKings, to discuss how the company is navigating the rising popularity of prediction markets, its new “Super App” designed to let users seamlessly operate across jurisdictions, and how DraftKings is working to maintain integrity in sports betting.

00:00 Alan Ellingson, CFO of DraftKings, Joins
00:38 Q1 earnings highlights: revenue, EBITDA, and profitability
01:25 Prediction markets: threat or opportunity?
02:53 Cannibalization concern: what the data actually shows
03:34 Why sportsbook users aren't switching to prediction markets
05:26 Prediction market regulation: CFTC rulemaking and legislative bans
06:38 Market integrity: fighting insider trading and gaming the system
07:58 The Super App: from seven apps to one unified platform
09:33 Super App expansion: lotteries, horse racing, and what's next
10:06 Could DraftKings move into stock trading?
11:08 Rail Bird acquisition: building a prediction market exchange
12:07 Ad break: KeyBank
12:38 ESPN, NBC, and Amazon: the content partnership strategy
14:19 What exclusive broadcast deals actually do for the bottom line
15:06 League partnerships vs. broadcast deals: a disciplined approach
16:14 State tax hikes: the regulatory landscape
17:21 Black market competition: offshore sportsbooks and the tax disadvantage
19:26 Cost-cutting and margin defense
20:07 Path to 30% EBITDA margins
21:26 Breaking down the balance sheet
22:23 Prediction markets as a billion-dollar TAM opportunity
22:43 Outro and upcoming episodes

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$DKNG

Duolingo CFO on the Going “Big" Strategy, AI Content Growth & Expanding Beyond Languages May 18, 2026

Show notes

Ann Berry is joined by Gillian Munson, CFO of Duolingo to discuss the company's transformation as it pursues user growth over short-term revenue. They dive into Duolingo’s expansion beyond language learning, growth opportunities across Asia, and how AI is accelerating content production. Gillian also reflects on transitioning from Duolingo’s board to stepping into the CFO role.
00:00 Gillian Munson, CFO of Duolingo, Joins
01:47 Go big or go home: the strategy shift explained
03:32 The cost of not swinging for a billion users
04:05 Analyst skepticism addressed
05:36 Shots on goal: product, Asia, and performance marketing
07:28 Speaking features, AI ingredients, and learning outcomes
08:00 Chess, math, and music as new growth vectors
10:03 Asian language learners and China's English boom
11:34 AI-powered content creation
13:51 Where AI costs show up on the P&L
14:42 Gross margin compression and investment guidance
15:05 2026 guidance: bookings, revenue, and EBITDA targets
16:18 The balance sheet: $1B+ cash and buyback strategy
18:01 M&A appetite: tuck-ins vs. transformational deals
19:34 Why Duolingo is staying software-focused
20:43 Gillian's transition from board member to CFO
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$DUOL

Booking Holdings CEO on Travel, Brand Distinction and Connected Trips May 04, 2026

Show notes

Ann Berry is joined by Glenn Fogel, CEO of Booking Holdings, to survey the state of the global travel industry amid geopolitical uncertainty and Glenn’s strategy to creating synergy across multiple brands — including its Connected Trip vision. They unpack the rise of alternative accommodations versus Airbnb, and the role of AI through products like Priceline’s Penny and new startup initiatives. Glenn also shares how he thinks about attracting entrepreneurial talent, navigating M&A and positioning Booking for long‑term growth.
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$BKNG

Ferrovial CFO on Building JFK Terminal 1, its Heathrow Exit, and the Growth Opportunity in Highways Apr 20, 2026

Show notes

Ann Berry is joined by Ernesto López Mozo, CFO of Ferrovial, to outline the company’s infrastructure assets, from highways to airports, and where it sees the strongest growth opportunities. They unpack the financing behind JFK Terminal 1, why Ferrovial exited Heathrow, and how private equity is impacting the sector. Plus, they discuss the key drivers behind the company’s IPO on the U.S.-based Nasdaq.
00:00 Ferrovial CFO Ernesto López Mozo Joins
00:41 What Ferrovial does
01:30 Inside JFK Terminal One development
02:53 How major infrastructure projects get financed
04:04 Public vs private funding in infrastructure
05:04 Competing with private equity in infrastructure deals
05:36 Target returns and managing construction risk
06:13 Why Ferrovial sold its Heathrow stake
07:07 U.S. infrastructure boom and growth opportunities
08:14 Highways vs airports: where demand is strongest
09:07 The role of AI and data centers in infrastructure
10:20 Why Ferrovial isn’t going big on data centers
11:18 Competition for capital in infrastructure investing
12:03 Geographic focus: U.S. vs global expansion
12:58 Breaking down strong earnings growth
14:24 Capital structure and project-level debt strategy
16:12 Why Ferrovial listed on the Nasdaq
16:53 Impact of joining the Nasdaq-100
17:31 Who’s buying the stock: investor base breakdown
18:26 Attracting more U.S. investors
19:22 The future of transportation: autonomy and eVTOLs
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$FER

Snowflake CEO on AI Risk, Product Innovation and Winning Enterprise Customers Apr 06, 2026

Show notes

Ann Berry is joined by Sridhar Ramaswamy, CEO of Snowflake to discuss Project SnowWork, the company’s new platform that brings outcome-driven AI agents into enterprise workflows. They break down why constant innovation is critical as AI drives competition across the software industry. They also discuss Snowflake’s path to GAAP profitability, its M&A strategy, and how volatility is impacting compensation structures.

00:00 Snowflake CEO Sridhar Ramaswamy Joins
00:51 What Snowflake does (data cloud explained)
02:28 Customer base and how companies use Snowflake
04:37 Inside Snowflake’s workforce
06:13 SnowWork and the company’s AI push
08:47 Partnerships with OpenAI, Anthropic, and Google Cloud
11:02 Can AI companies replace traditional software?
13:35 Risks of LLMs learning from customer data
15:02 Snowflake’s M&A strategy and recent deals
16:16 What types of companies Snowflake wants to acquire
17:15 Competition for AI talent and hiring strategy
18:44 Paying founders: cash vs stock
19:36 Where future growth will come from
21:22 Pricing strategy and enterprise negotiations
23:13 Capital allocation: buybacks and acquisitions
25:17 Focus on GAAP profitability
26:18 Stock-based compensation and retaining talent

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$SNOW

Everpure CEO on Preparing Data for AI, The Company Rebrand and Investing in Sales Talent Mar 23, 2026

Show notes

Ann Berry is joined by Charles Giancarlo, CEO and Chairman of Everpure, to discuss the company’s shift from data storage to data management in the AI era. They break down how companies are preparing their data for AI and the strategy behind Everpure’s rebrand from Pure Storage. They also discuss the rising demand for enterprise data infrastructure, the importance of investing in sales talent, and the supply-chain pressures driving up memory costs.

00:00 Everpure CEO Charles Giancarlo Joins

00:45 What EverPure actually does (data storage explained)

04:43 Customer base: enterprise vs mid-market

05:29 Shift from storage hardware to data software

05:59 Preparing enterprise data for AI use

08:29 Growth metrics and 2026 outlook

10:03 Why the company rebranded to Everpure

11:34 R&D investment and product focus areas

14:28 Rising sales and marketing spend

16:47 Hiring and competition for sales talent

18:39 Competitive landscape and positioning vs hyperscalers

20:30 Memory costs and supply chain challenges