After Earnings

Latest Episodes:

Affirm: Apple Partnership, Gen Z Appeal, & Investor Questions w/ COO & CFO Michael Linford Sep 30, 2024

Show notes

In this episode of After Earnings, COO & CFO of Affirm Michael Linford sits down with Katie to reflect on the outstanding Q2 performance for the popular Buy Now, Pay Later company. Linford shares the secret sauce that contributes to Affirm’s rapid growth and areas of opportunities to seize, such as key partnerships with Amazon and Apple. Also, some insight to why Affirm is considered one of the more popular methods of payment for Gen Z and where Affirm fits in the trend of AI.

00:00 - Welcome Affirm COO & CFO Michael Linford

02:00 - Secrets to Affirm’s ‘killer’ Q2 earnings

05:30 - Effects of the Fed’s rate cut on consumer demand

09:10 - Why Gen Z leans on Affirm for their purchases

11:40 - What Affirm does better than its competitors

14:30 - Are there plans to leverage AI?

18:40 - What the Apple partnership brings for Affirm

20:30 - Breaking into the UK market

24:00 - Building a payment network as big as Amex or Visa

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Arm: SoftBank Ownership, Licensing Growth, and Global Reach with CFO Jason Child Sep 26, 2024

Show notes

In this episode of After Earnings, Arm CFO Jason Child joined to talk about the company's growth since its IPO, its relationship with SoftBank, and its approach to AI. He shared insights on Arm's engineering culture, key partnerships with tech giants like Google and Microsoft, and how going public has impacted recruitment. Jason also discussed Arm’s strategies in mergers and acquisitions, as well as managing investor relations.

$ADR

00:00 START

01:12 Understanding Arm's Role in the AI Value Chain

02:47 Arm's IPO Journey and Business Model

03:25 Revenue Streams: Licenses and Royalties

06:59 AI and the Semiconductor Market

08:31 Talent Wars and Recruitment Strategies

11:56 Competition and Market Position

13:19 Public Float and Investor Relations

16:38 Managing Expectations and Long-term Vision

18:44 M&A and Future Growth

20:09 Cloud Products and Market Share

23:25 China Revenue and Geopolitical Impact

25:14 Work Culture and Remote Work Policies

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

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Pfizer: Oncology Breakthroughs, GLP-1 Weight Management and Strategic M&A Insights with CFO David Denton Sep 23, 2024

Show notes

In the latest episode of After Earnings, Pfizer CFO David Denton shares insights into the company’s achievements and future strategies with Ann Berry and Katie Perry. They discuss topics like acquiring Seagen, the use of AI in drug development, and ongoing initiatives in oncology and weight management. Denton addresses shareholder concerns about financial performance, emphasizing Pfizer’s dedication to innovation through significant investments in M&A and R&D. He also highlights the development of an oral GLP-1 receptor for obesity management and efforts to maintain robust dividends.

$PFE

00:00 START

00:55 Pfizer’s Current Position and Achievements

02:23 Strategic Acquisitions and Investments

06:04 AI and Digital Transformation in Drug Development

08:33 New Product Development: Oral Semaglutide

10:37 Challenges and Market Opportunities

15:39 Direct-to-Consumer Strategies and M&A

20:31 Investor Relations and Future Outlook

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Yext: The Inner Workings of the Internet, AI's Impact on Search, & Hype Cycles with CEO Mike Walrath Sep 16, 2024

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In this episode of After Earnings, Katie talks with Mike Walrath, CEO of Yext, about digital presence management. Mike explains how Yext helps companies keep their online info accurate, which is key for revenue and customer satisfaction. They discuss challenges from AI and the need for reliable data, plus Yext's recent acquisition of Hearsay and AI's growing role in business.

00:00 START

01:28 The Importance of Accurate Digital Data

03:30 AI's Impact on Search and Data Accuracy

06:56 Klarna's Bold Move and SaaS Industry Insights

09:05 Balancing Innovation and Customer Needs

11:01 Yext's Recent Earnings and Future Focus

17:30 The Evolution of Digital Advertising

21:34 Reflections on Education and Career Paths

$YEXT

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Upwork: Navigating the Intersection of Fractional Work and AI Innovation with CFO Erica Gessert Sep 09, 2024

Show notes

Katie Perry sat down with Upwork CFO Erica Gessert to discuss trends shaping the freelance marketplace. With 38% of the U.S. workforce participating in freelance work, Upwork is positioned at the intersection of rising fractional workforces and AI advancements. They brokedown the benefits for enterprises, the growth of AI-enabled freelance jobs, and Upwork's strategic initiatives, including partnerships with OpenAI.

$UPWK

00:00 START

00:41 The Rise of Fractional Work and AI

04:37 Benefits of Freelance Platforms for Businesses

10:58 Upwork's Financial Performance and Market Perception

12:41 AI's Role in Upwork's Future

17:14 Partnerships and R&D at Upwork

27:28 NFL Talk

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AI Supercomputing, Rural Development, and Data Centers with Applied Digital CEO Wes Cummins Sep 03, 2024

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On this episode of After Earnings, Katie Perry and Ann Berry chat with Wes Cummins, CEO of Applied Digital, about NVIDIA's latest earnings and how it's shaking up the tech world. They dive into what Applied Digital is doing with AI, the challenges of building data centers in rural areas like North Dakota, and the impact on local communities. They also talk about the future of AI supercomputing and what’s next for the company.

$APLD

00:00 START

02:44 Applied Digital's Data Centers

05:46 NVIDIA's New Chips and Impact

07:22 Financial Performance and Challenges

09:16 Customer Base and Market Strategy

17:53 Future Growth and Expansion Plans

26:55 Revitalizing Rural America

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

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Duolingo: Growth, AI Tools, and What's Up With That Owl with CFO Matt Skaruppa Aug 26, 2024

Show notes

Ann Berry spoke to Matt Skaruppa, CFO of Duolingo, about the earnings and the company’s growing subscriber base, new products, and how that little green owl mascot came to be. Highlights include hitting 100 million monthly active users, innovations in AI integration, and Duolingo's mission to make education universally accessible. Are you heading to Duocon?

$DUOL

00:00 START

01:04 Duolingo's Journey and Growth

02:28 The Importance of Language Learning

04:28 Innovations in AI and User Experience

06:10 Duolingo's Characters and Engagement

07:00 Geographical Reach and User Base

09:00 Earnings and Growth Metrics

14:02 Monetization Strategies and Future Plans

16:20 Duolingo English Test and Strategic Goals

18:46 Upcoming DuoCon Event

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

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GoDaddy: Beyond Domain Dominance with CFO Mark McCaffrey Aug 19, 2024

Show notes

Katie Perry spoke with Mark McCaffrey, CFO of GoDaddy, about the company's recent Q2 earnings report and future plans. Highlights include the company's transformation from a domain-centric business to a one-stop-shop for entrepreneurs, the impact of their AI product Airo, and the importance of free cash flow as a North Star. Mark also shares valuable career and leadership advice, emphasizing the importance of self-awareness, vulnerability, and proactive mentorship in a remote/hybrid work environment.

$GDDY

00:00 START

01:21 GoDaddy's Mission and Evolution

05:28 AI and the Airo Product

15:05 Q2 Earnings Breakdown

18:49 The Importance of Attach Rate

24:15 Maximizing Free Cash Flow

27:59 Leadership and Mentorship Insights

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

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Shopify: Bridging Online and Offline Retail with President Harley Finkelstein Aug 14, 2024

Show notes

Katie Perry spoke with Harley Finkelstein, president of Shopify, about the company's recent growth and future plans following a strong Q2 earnings report. Highlights include Shopify's expansion to support large enterprises, 25% revenue growth, and strong international growth, especially in Europe. Harley also mentions the shift to integrated online and offline retail, the importance of executive personal branding, and partnerships with Amazon and Affirm to enhance merchant experiences.

$SHOP

00:00 START

01:52 Shopify's Evolution and Growth

03:42 Empowering Entrepreneurs and Large Enterprises

06:02 The Future of Retail and Commerce

08:53 Shopify's Partner Ecosystem

12:22 Acquisitions and Technical Founders

20:27 Earnings Highlights and Financial Performance

24:14 International Expansion and Market Trends

31:56 Executive Personal Branding and Social Media

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

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Tilray Brands: From Cannabis Pioneer to Beverage Disruptor with CEO Irwin D. Simon Aug 07, 2024

Show notes

Austin Hankwitz and Katie Perry sit down with Tilray Brands CEO, Irwin Simon, to discuss the company's evolution from a cannabis-centric business to a diversified portfolio of beverages and spirits. They explore Tilray's strategic acquisitions, its performance amidst regulatory challenges, and future growth plans. Simon provides insights into the company’s brand development, the pivotal shifts taken since 2018, and the strategy behind navigating the complex cannabis market.

$TLRY

00:00 START

04:11 Challenges and Strategic Shifts

06:43 Expansion into Beverage and Spirits

13:46 Stock Performance and Market Perception

20:11 Regulatory Hurdles and Future Opportunities

24:25 Geographical Strategy and Market Focus

25:31 Expanding Beverage Business in the US

26:48 International Market Opportunities

27:45 Earnings and Revenue Growth

28:48 Acquisition Strategy and Brand Growth

33:17 Path to Profitability