After Earnings

Latest Episodes:

Dynex Capital: REITs, Yield, and the Fed’s Next Move with co-CEO Smriti Popenoe Aug 01, 2024

Show notes

Katie Perry spoke with Smriti Popenoe, co-CEO, President, and Chief Investment Officer of Dynex Capital, about the company’s success, including surpassing a billion dollars in equity value and maintaining a dividend yield of over 12.5%. Smriti explained the basics of REITs, differentiated between equity and mortgage REITs, and highlighted Dynex's unique position. She also covered potential Fed rate cuts and the importance of yield in portfolios. Additionally, Smriti shared insights on leadership values, the benefits of the co-CEO structure, and the significance of doing good to drive performance.

$DX

00:00 START

02:10 Understanding REITs and Dynex's Role

11:38 Lessons from the 2008 Financial Crisis

15:04 Preparing for Policy Changes

23:48 Capital Raise and Demand

25:47 Impact of Fed Rate Cuts

28:52 Business Philosophy: Do Well and Do Good

32:14 The Co-CEO Dynamic

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This episode was recorded before the 7/31/2024 Federal Open Market Committee.

Winnebago CEO Michael Happe: Why the Classic RV Brand is Making Major Marine Moves Jul 25, 2024

Show notes

Austin Hankwitz and Katie Perry sit down with Mike Happe, CEO of Winnebago Industries, to discuss the company's evolution from iconic RV manufacturer to a diversified outdoor recreation leader. Mike shares anecdotes about his cross-country trips during COVID, the development of electric boats, and the company's strategic focus on premium innovation. The conversation delves into Winnebago's market share, recent acquisitions like Lithionics Battery, and the impact of macroeconomic trends. Mike's leadership philosophy and commitment to outdoor experiences round out an insightful episode.

$WGO

00:00 START

01:03 Winnebago's Transformation and Diversification

06:44 The North Star and Target Customer Shift

10:51 Impact of COVID-19 on Outdoor Recreation

15:30 Electrification and Lithium Battery Acquisition

20:13 Economic Challenges and Dealer Relationships

27:29 Dealer's Perspective and Company Revenue Breakdown

28:14 Earnings Call Insights and Resilience Metrics

31:35 Brand Recognition and Market Strategy

34:47 Revenue Portfolio and Future Targets

40:17 Leadership and Entrepreneurial Recognition

44:22 Personal Connection to the Outdoors

47:02 Final Thoughts and Team Acknowledgment

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

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e.l.f. Beauty CEO Tarang Amin: How e.l.f. Succeeds Against Celebrity Brands like Fenty and Rhode Jul 17, 2024

Show notes

Austin Hankwitz and Katie Perry spoke with e.l.f. Cosmetics CEO Tarang Amin about the company's impressive stock performance and innovative marketing strategies. They dive into e.l.f.'s history, expansion into skincare, and commitment to affordability and quality. The episode highlights the company's diversity initiatives, inclusive culture, and strategic use of data, concluding with Tarang sharing his entrepreneurial roots and core business lessons. (P.S. You will learn all about Austin's skincare routine.)

$ELF

00:00 START

01:07 The Rise of e.l.f. Cosmetics

03:47 Balancing Quality and Affordability

05:17 Influencer and Community Engagement

09:18 Innovative Marketing Strategies

18:35 Retail Expansion and Future Growth

20:16 Proactive SKU Management

21:06 Notorium Acquisition and Expansion

23:18 Skincare Routines and Product Recommendations

25:54 Leveraging Data for Business Strategy

28:40 Board Diversity and Corporate Values

35:41 Entrepreneurial Lessons from Immigrant Roots

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Life360: Trolling TikTokers, Privacy vs. Safety, and the Future of Location Sharing with CEO Chris Hulls Jul 10, 2024

Show notes

Katie Perry and Austin Hankwitz interview Chris Hulls, CEO of Life360, an app for family location tracking. Chris discusses the company's strategies, including a successful TikTok campaign with 7 billion views, and their monetization approach, where only 13% of users are paid subscribers. He emphasizes Life360's core values, security measures, and plans for expanding services to seniors. Chris shares insights on his leadership style, influenced by his military background, and how he turned a teen-led campaign against the app into a successful engagement strategy. The episode concludes with plans to extend Life360's services to aging parents, showing the app's broad future potential.

$LIF

00:00 START

01:20 Meet Chris Hulls, CEO of Life360

02:33 The Origin of Life360

05:13 Life360's IPO Journey

10:31 Data Privacy and Security at Life360

14:43 Monetization and User Data

21:50 Future Plans and User Benefits

23:41 Free vs. Paid Services

24:10 Family Safety Features

24:49 Expanding User Base

26:56 Senior Care Solutions

31:15 Leadership and Core Values

33:17 TikTok and Teen Engagement

39:23 Military Influence on Leadership

42:02 Final Thoughts and Reflections

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

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Better: One-Day Mortgages, Interest Rate Woes, and How Not to Handle a Layoff with CEO Vishal Garg Jun 26, 2024

Show notes

In this episode, hosts Katie Perry and Austin Hankwitz interview Vishal Garg, the CEO of Better.com. The conversation delves into how Better.com is revolutionizing the mortgage industry by leveraging technology to streamline processes and reduce costs. Vishal emphasizes the company's mission to make homeownership accessible to a broader audience while focusing strongly on customer experience. The discussion also covers the challenges faced in a volatile market, their approach to regulatory compliance, and the company's future direction.

$BETR

00:00 START

02:24 Value Proposition Overview - Vishal explains how Better.com offers a more efficient mortgage process.

06:45 Innovative Tech Integration - Discussion on the technological advancements Better.com uses to improve services.

10:05 Mission and Vision for Inclusivity - Highlighting the company's goals to broaden homeownership access.

15:35 Resilience and Market Strategy - Insights into Better.com’s strategies for handling market fluctuations.

20:55 Focus on Customer Experience - Emphasizing the company's commitment to customer satisfaction.

25:14 Future Growth Plans - Vishal outlines what's next for Better.com regarding expansion and innovation.

30:45 Navigating Regulatory Challenges - Addressing how Better.com manages compliance with evolving regulations.

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

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Cava: Innovating Fast-Casual Dining, Pushing Love Buttons, and IPO Success With CEO Brett Schulman Jun 19, 2024

Show notes

In this episode of After Earnings, the hosts sit down with Brett Schulman, co-founder and CEO of the fast-growing restaurant chain Cava. They discuss Cava's journey from its founding to going public, emphasizing the strategic preparations and robust growth leading to its successful IPO. Brett shares insights on the company's focus on digital transformation, leveraging data, and maintaining strong in-store and digital customer experiences. Additionally, the conversation highlights Cava's commitment to employee development and the impact of its Mediterranean-inspired food on the American dining landscape.

$CAVA

00:00 START

01:15 Interview with Brett Schulman, cofounder and CEO of CAVA

02:25 The Love Button for Employees

03:22 The Origins and Growth of Cava

05:15 Retail Strategy and Digital Transformation

08:55 Navigating the IPO Process

14:12 Maintaining Growth and Profitability

23:45 Employee Engagement and Stock Rewards

25:50 New Menu Items and Market Expansion

30:31 Data-Driven Decisions and Future Plans

40:54 Conclusion and Reflections

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

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Visional: Business in Japan, Becoming a Yankees Partner, and Digital Transformation with CEO Swimmy Minami Jun 12, 2024

Show notes

On this episode of After Earnings hosts Austin Hankwitz and Katie Perry explore Visional CEO and founder Swimmy Minami’s journey and the rise of his company. They discuss Visional's use of AI in HR, its recent IPO on the Tokyo Stock Exchange, and the differences between the Japanese and U.S. job markets. Swimmy also talks about Visional's plans for cybersecurity and other growth areas, his recent accolade from EY as World Entrepreneur of the Year, and his involvement with the Yankees.

EY World Entrepreneur of the Year 2024: https://www.ey.com/en_gl/weoy/class-of-2024

TSE:4194

00:00 START

00:12 Meet Swimmy Minami: Tech Entrepreneur and Yankees Owner

01:06 Visional: The Japanese LinkedIn

02:23 AI and Human Capital Management

09:08 Listing on the Tokyo Stock Exchange

11:24 Retail Investing in Japan vs. the U.S.

12:47 Revenue Growth and Market Trends

19:27 Future Innovations and Cybersecurity

23:00 EY World Entrepreneur of the Year

27:46 Swimmy's Role with the New York Yankees

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

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monday.com: Free Cash Flow, Margin Expansion, and Future Plans with CFO Eliran Glazer Jun 06, 2024

Show notes

In this episode of 'After Earnings', Katie Perry and Austin Hankwitz interview Eliran Glazer, CFO of monday.com. Founded in 2012, monday.com helps businesses create no-code workflow tools and went public in 2021. Eliran discusses balancing user types, AI integration, sustainable growth, managing headcount, their Super Bowl ad, and future cash flow plans. The conversation also covers IPO preparation, investor relations, and long-term growth strategies.

$MNDY

00:00 START

00:54 Understanding Monday.com's Unique Business Model

01:51 The Story Behind Monday.com

04:03 Monday.com's Diverse Customer Base

08:21 AI Integration in Monday.com

11:53 Growth Strategies and Financial Discipline

20:14 Super Bowl Ad Experiment

22:06 Earnings Results and Future Plans

25:37 Exploring the Seed-Based Business Model

26:35 Future Pricing Models and AI Integration

27:33 Free Cash Flow and Margin Expansion

30:30 Investment Strategies and Market Expansion

31:46 Acquisition Plans and Complementary Technologies

35:23 Preparing for IPO and Financial Systems Overhaul

40:09 Transitioning to a Public Company

44:43 Final Thoughts and Reflections

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

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Affirm: BNPL, Competitive Strategies, and Debunking ‘Phantom Debt’ with CFO Michael Linford May 22, 2024

Show notes

In this episode of After Earnings, Austin Hankwitz speaks with Affirm CFO Michael Linford, exploring the company's innovative financial products, focusing on the Buy Now Pay Later space, and its commitment to consumer financial health. The discussion highlights Affirm's strategic partnerships, revenue streams, and response to competitive challenges, as well as its approach to leveraging AI for customer service enhancement. Linford also shares his personal journey to Affirm, underscoring the company's passion for offering transparent, flexible financial solutions that align with consumer success.

$AFRM

00:00 Welcome to After Earnings: Unveiling Affirm's Financial Innovations

01:00 Breaking Down Affirm's Mission and Business Model

01:37 Affirm's Approach to Consumer Credit and Financial Health

04:32 The Affirm Card: A New Era of Financial Flexibility

06:01 Decoding Affirm's Revenue Streams and Financial Health

11:35 Earnings Highlights: Affirm's Remarkable Quarter

18:58 The Affirm and Shopify Partnership: A Deep Dive

25:12 Addressing the Bloomberg Article on BNPL Debts

31:22 Debunking Myths Around Delinquencies and Credit Behavior

32:33 The Power of Controlled Spending with Affirm

35:44 Affirm's Approach to Credit Reporting and Future Plans

38:23 Navigating the High Interest Rate Environment

43:32 Leveraging AI for Customer Service and Business Efficiency

50:09 Competitive Landscape and Consumer-Centric Strategy

55:24 Personal Journey to Affirm and Career Reflections

59:59 Key Takeaways and Closing Thoughts

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

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ServiceNow: Driving Billions in Revenue While Being a Top Workplace with CFO Gina Mastantuono May 15, 2024

Show notes

In this episode of After Earnings, Katie Perry and Austin Hankwitz sit down with ServiceNow CFO Gina Mastantuono. ServiceNow, a cloud-based workflow automation platform, enables enterprise organizations to improve operational efficiencies by streamlining and automating routine work tasks. Together, they discuss the company's impressive Q1 earnings, advancements in GenAI technology, and the importance of workplace cultural transparency that led them to being ranked #3 by Glassdoor as "Best Places to Work in 2024".

$NOW

TIMESTAMPS

00:00 START

00:07 Spotlight on ServiceNow: A Deep Dive with CFO Gina Mastantuno

00:39 ServiceNow's Impressive Journey and Q1 Earnings Insights

00:49 Exploring ServiceNow's Culture and Massive Interest in Employment

02:22 The Evolution and Impact of ServiceNow's Platform

05:38 ServiceNow's Strategic Expansion and Customer-Centric Approach

07:42 Generative AI at ServiceNow: Early Adoption and Future Prospects

13:07 Earnings Highlights and the Future of Gen AI

18:23 Investor Day Preview and ServiceNow's Growth Strategy

21:33 Navigating the Competitive Landscape and Partner Ecosystem