After Earnings

Latest Episodes:

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

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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

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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

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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

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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

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

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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

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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

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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

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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

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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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