After Earnings

Latest Episodes:

Udemy CEO Hugo Sarrazin on AI-Powered Learning, Subscriptions & the Future of Online Education Oct 06, 2025

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On the latest episode of After Earnings, Ann Berry sits down with Udemy CEO Hugo Sarrazin to discuss the company’s pivot from a traditional online course marketplace to an AI-powered platform designed to re-skill the global workforce.

Highlights include:

- Udemy’s shift from one-off course sales to a subscription model

- The company’s enterprise push to re-skill workforces at scale

- The future of its instructor-driven marketplace

- How AI can deliver mass personalization in learning

00:00 – Hugo Sarrazin Joins

01:12 – Why the online learning industry is under pressure

02:42 – Udemy’s consumer vs. enterprise business explained

05:56 – How AI enables personalization in learning

08:00 – Marketplace model vs. proprietary content

11:58 – Transition to subscriptions and monetization challenges

15:02 – Is Udemy becoming a digital media company?

16:48 – Enterprise clients and “just-in-time” learning

20:27 – Selling to CTOs, HR, and business leaders

23:33 – Reskilling 92 million workers in the AI era

25:39 – ROI pressure vs. growth opportunity

27:11 – Margins, cash flow, and product investment

29:03 – Hugo Sarrazin’s career journey: McKinsey to CEO

33:40 – Will AI replace consulting?

37:55 – The future of Udemy

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$UDMY

Block CFO & COO Amrita Ahuja on Cash App, Afterpay, and the Future of Fintech Sep 22, 2025

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On the latest episode of After Earnings, Ann Berry sits down with Amrita Ahuja, the CFO & COO of Block, to break down the company’s recent performance and how it's leveraging its multiple brands to drive long-term growth. The conversation explores Block’s capital allocation strategy, AI-powered underwriting and how each of its businesses from Cash App and Square to Afterpay aims to expand financial access.

00:00 – Amrita Ahuja joins

00:15 – What Ties Block’s Brands Together?

03:06 – How Block Allocates Capital Across Business Units

05:23 – Is Rule of 40 Outdated?

06:34 – How Cash App Grows Market Share

09:14 – Competing with PayPal and Venmo

10:32 – Why Teens Are the Future of Cash App

12:05 – How Cash App Customers Graduate Across Products

14:02 – Integrating Afterpay Into Cash App

15:24 – AI, BNPL, and Personalized Lending

18:22 – Will Block Offer Mortgages or Auto Loans?

19:56 – Block’s M&A Strategy

21:08 – Bitcoin Mining with Proto Rig

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$XYZ

ZoomInfo Founder and CEO Henry Schuck on AI, Sales Strategy & the Story Behind Ticker Symbol GTM Sep 08, 2025

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On the latest episode of After Earnings, Ann Berry sits down with Henry Schuck the Founder and CEO of ZoomInfo to break down the company’s recent earnings, including revenue growth and profitability. They discuss ZoomInfo’s efforts to leverage AI for product development, customer acquisition strategies, and how the company is navigating increased competition and market challenges in the sales intelligence space.

00:00 - Henry Schuck Joins
01:15 - Securing the GTM Ticker Symbol
02:43 - Customer Segmentation and Target Markets
04:18 - Product Application for a Cleaning Services Business
09:14 - Launch and Growth of Copilot
13:12 - Earnings and Market Reaction
16:37 - Enterprise Use of ZoomInfo for AI Integration
17:09 - Supporting AI Implementation
18:41 - Leveraging Proprietary Data Assets
19:35 - Internal AI Adoption and Efficiency Gains
22:49 - Founding Story and Early Growth
25:55 - Competitive Landscape and Entry Barriers
26:41 - Data Network as a Long-Term Differentiator

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$GTM

Axon and AI: Drones, Bodycams and the Future of Policing Aug 25, 2025

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On the latest episode of After Earnings with Ann Berry, Axon’s COO and CFO Brittany Bagley discusses how the company is navigating its push into AI-powered policing tools, including body cam video automation and drone-based first response, while weighing the ethical and privacy concerns that come with expansion in the enterprise and retail markets.

Highlights include:

• How Drones and Small Robots are Reshaping Frontline Policing

• Integrating AI Into Bodycams to Draft Police Reports

• Balancing CFO and COO Roles at Axon

00:00 - Brittany Bagley Joins

01:38 - Software Driving Axon’s Growth

02:27 - Hardware vs. Software: Future Revenue Mix

03:12 - How Axon’s AI Works on Existing Devices

04:15 - Real-World AI Use: First Draft Police Reports

06:04 - Language Translation on Bodycams

06:34 - Where Axon Stands on Facial Recognition

08:14 - Privacy vs. Efficiency: The Consumer Tradeoff

09:47 - Robotics & Drones in Modern Policing

11:58 - Acquisitions Strategy: Drone & Sensor Innovation

13:54 - Expanding into Enterprise Markets

17:02 - Public Safety Funding Trends in the U.S.

20:42 - Balancing CFO and COO Roles at Axon

21:53 - How Axon Will Spend $1.75B in Capital

23:00 - Brittany Bagley’s Career

$AXON

Coinbase's Paul Grewal on Crypto's Next Frontier: Regulation & Corporate Adoption Aug 11, 2025

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On the latest episode of After Earnings with Ann Berry, Coinbase's Chief Legal Officer Paul Grewal breaks down how evolving U.S. regulation, political uncertainty and global inflation are driving a wave of corporate interest in crypto - especially Bitcoin and stablecoins - as reserve assets.

Highlights include:

• Why More Corporations Are Buying Bitcoin Over U.S. Treasuries

• The Genius Act and What It Means for Crypto Regulation

• Is Crypto As Anonymous As You Think?

00:00 - Paul Grewal Joins

01:52 - Corporates Rethinking Crypto on the Balance Sheet

02:28 - Bitcoin Volatility vs Treasury Uncertainty

03:29 - Waning Confidence in Treasuries

04:41 - What's Holding Companies Back From Adopting Crypto?

06:05 - Regulation and Legislation Shaping the Crypto Landscape

07:23 - Why Clarity on Digital Asset Classifications Matters

08:26 - Accounting Challenges and Rule Changes

10:12 - Investors and Common Accounting Frameworks

11:09 - Different Categories of Digital Assets

12:05 - Where Adoption is Happening the Fastest

12:50 - Why Use Stablecoins Over Cash or Bonds?

14:11 - Global Adoption of Stablecoins

14:50 - Security, Trust, and Blockchain Traceability

16:44 - Blockchain: Anonymity vs Traceability

18:10 - Crypto as Inflation Hedge in High-Inflation Countries

19:06 - US Interest in Strategic Digital Asset Reserves

20:05 - Coinbase’s Role in the Corporate Adoption Wave

21:05 - From Retail to Institutional: Coinbase’s Evolution

22:17 - Behind the Scenes: Blue Chips Eyeing Crypto

23:16 - Changing the Coinbase Business Model

24:20 - Will Most of the S&P 500 Adopt Crypto by 2027?

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$COIN

VinFast CIO and VP of IR on Ramping Up: Affordable EVs, New Factories and Emerging Market Focus Jul 28, 2025

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On the latest episode of After Earnings with Ann Berry, VinFast Chief Investment Officer Chien Nguyen and Vice President of Investor Relations Amandae Baey dive into how VinFast plans to accelerate its global growth in the electric vehicle market.

Highlights include:
• How VinFast is doubling annual vehicle production
• Growing the EV market with affordable models
• Asian consumers and the shift from 2-wheelers to 4-wheelers
After Earnings is brought to you by Stakeholder Labs and Morning Brew.

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$VFS

TurboTax to Credit Karma: How Intuit’s AI Bet Is Paying Off Jul 14, 2025

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On the latest episode of After Earnings with Ann Berry, Intuit CFO Sandeep Aujla outlines how the company is transforming tax filing, personal finance and small business operations through AI and platform expansion.
Highlights include:
• Intuit’s new marketing strategy to engage tax-prep customers.
• How Intuit is combining human and artificial intelligence to dramatically expand TurboTax Live.
• How Intuit is growing QuickBooks by increasing platform adoption among mid-market businesses.
00:00 Sandeep Aujla joins
01:40 Intuit disrupting the tax category
04:47 Blending AI with Human Intelligence on Tax Filing
06:41 AI informing Credit Karma
08:50 Credit Karma's insight into state of the consumer
11:50 Quickbook's move up-market
14:19 Scaling platformitization
19:16 Rapid fire questions
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
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$INTU

CAVA CEO on Winning Customers, Vertical Integration, and Riding the Mediterranean Wave Jun 30, 2025

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On the latest episode of After Earnings, CAVA CEO Brett Schulman joins Ann Berry to discuss how he is taking on his fast casual rivals with AI, format flexibility and bold flavors.

Highlights include:
• Why Schulman believes Mediterranean is the next major fast casual wave.
• How CAVA tailors store formats and incorporates AI to keep restaurants efficient and reduce food waste.
• How CAVA’s vertical integration and long-term supply chain investments have kept down prices.

00:00 Brett Schulman Joins
01:09 What CAVA does differently
02:39 The rise of mediterranean
05:44 Flexible restaurant format
14:01 Restaurant automation
18:51 Avenues for growth
21:22 Would CAVA add breakfast?
23:00 Most surprising CAVA location

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

Okta CEO on Building a Password-Free Future & Developing Standards for AI Security Jun 16, 2025

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On the latest episode of After Earnings, we spoke with Okta CEO Todd McKinnon about how his company aims to become the one-stop shop for digital ID across all businesses and applications.

Highlights include:

• How Okta is working toward a password-free future.

• Why - when it comes to security - Okta sees itself as the superior choice versus Microsoft every time.

• How Okta is responding to the emerging security threats posed by AI and quantum computing.

00:00 START

01:30 Okta vs. Microsoft on security

04:10 Selling to both developers and IT teams

08:34 The future of identity verification

12:55 Security challenges posed by quantum computing

17:40 Developing standards for AI security

19:31 Okta's strong earnings and the market's response

$OKTA

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

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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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