After Earnings – Détails, épisodes et analyse

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 After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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.  For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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 25:29 Leadership and Culture: The Pillars of ServiceNow's Success 33:40 Wrapping Up: Reflections and Looking Ahead After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, hosts Katie Perry and Austin Hankwitz explore atai Life Sciences with Founder and Chairman Christian Angermayer, covering its mission and the rise of mental health issues. Together, they discuss the current state of psychedelic regulation, atai’s drug development phases, how retail investors should approach Atai post-product launch, and the company’s go-to-market strategy. $ATAI 00:00:00 START 00:01:20 What is atai Life Sciences? 00:08:55 The prevailing theory on the rapid rise of mental health issues 00:15:50 Regulatory bodies’ openness to collaborating with atai 00:17:58 The current state of the regulation process for psychedelics 00:19:17 Phases of drug development and where atai currently is 00:24:00 How retail investors should be thinking about atai once the products go live 00:27:10 atai’s go-to-market strategy 00:32:09 Current world leader who should have the psychedelic experience 00:35:28 What retail investors should be looking at in atai’s earnings 00:40:13 Longevity and anti-aging effects of psychedelics After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the After Earnings podcast, host Katie Perry sat down with LoveSac CEO Shawn David Nelson to discuss LoveSac's success as a modular couch company whose products are designed to adapt and grow with users. They emphasize LoveSac's unique approach in researching target demographics and operating like a consumer packaged goods brand. They also break down the company’s partnerships with Best Buy, online sales strategies, upcoming innovations, lessons from store openings, future plans for LoveSac, and more. TIMESTAMPS  00:00 Start 01:05 The story of LoveSac 03:06 The power of reputation and a product that grows with you 04:56 The modular couch and a product designed for life 07:31 What separates Lovesac: research, understanding, and operating like a CPG brand 09:14 The target demographics 13:12 Highlighting earnings success and what’s changed 15:02 How the name for LoveSac came about 20:08 Taking on online sales and going through cycles 22:36 Partnerships with Best Buy and the sell tech behind it 25:49 New innovations coming down the line 31:04 His book: Let Me Save You 25 Years 33:05 How a big lesson learned to opening their own store 34:57 What’s next for LoveSac $LOVE  After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices