The stock market has changed. Once dominated by a few huge players, a new wave of engaged retail investors have more influence than ever. After Earnings is the show that connects the modern investor with the executives and decision-makers who are shaping the markets. Join us as we bring the conversations that used to only be available to hedge fund managers to the rest of us.
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Upwork: Navigating the Intersection of Fractional Work and AI Innovation with CFO Erica Gessert
Monday, September 9, 2024 • Duration 31:34
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
Tuesday, September 3, 2024 • Duration 34:50
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
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Better: One-Day Mortgages, Interest Rate Woes, and How Not to Handle a Layoff with CEO Vishal Garg
Wednesday, June 26, 2024 • Duration 44:21
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.
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Cava: Innovating Fast-Casual Dining, Pushing Love Buttons, and IPO Success With CEO Brett Schulman
Wednesday, June 19, 2024 • Duration 47:22
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
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Visional: Business in Japan, Becoming a Yankees Partner, and Digital Transformation with CEO Swimmy Minami
Wednesday, June 12, 2024 • Duration 36:50
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
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monday.com: Free Cash Flow, Margin Expansion, and Future Plans with CFO Eliran Glazer
Thursday, June 6, 2024 • Duration 50:53
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
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Affirm: BNPL, Competitive Strategies, and Debunking ‘Phantom Debt’ with CFO Michael Linford
Wednesday, May 22, 2024 • Duration 01:03:59
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
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ServiceNow: Driving Billions in Revenue While Being a Top Workplace with CFO Gina Mastantuono
Wednesday, May 15, 2024 • Duration 38:38
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
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atai Life Sciences: Psychedelics, Mental Health, and Drug Development with Founder and Chairman Christian Angermayer
Wednesday, May 8, 2024 • Duration 48:57
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
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Lovesac: From Basement Bean Bags to a $700M Tech-Enabled Furniture Business with CEO Shawn Nelson
Wednesday, May 1, 2024 • Duration 39:56
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
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