After Earnings

Latest Episodes:

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

Show notes

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

Show notes

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

Show notes

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

Show notes

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

Show notes

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

Show notes

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

Show notes

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

Show notes

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

Show notes

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

Show notes

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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