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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Coinbase's Paul Grewal on Crypto's Next Frontier: Regulation & Corporate Adoption
Monday, August 11, 2025 • Duration 27:03
On the latest episode of After Earnings with Ann Berry, Coinbase's Chief Legal Officer Paul Grewal breaks down how evolving U.S. regulation, political uncertainty and global inflation are driving a wave of corporate interest in crypto - especially Bitcoin and stablecoins - as reserve assets.
Highlights include:
• Why More Corporations Are Buying Bitcoin Over U.S. Treasuries
• The Genius Act and What It Means for Crypto Regulation
• Is Crypto As Anonymous As You Think?
00:00 - Paul Grewal Joins
01:52 - Corporates Rethinking Crypto on the Balance Sheet
02:28 - Bitcoin Volatility vs Treasury Uncertainty
03:29 - Waning Confidence in Treasuries
04:41 - What's Holding Companies Back From Adopting Crypto?
06:05 - Regulation and Legislation Shaping the Crypto Landscape
07:23 - Why Clarity on Digital Asset Classifications Matters
08:26 - Accounting Challenges and Rule Changes
10:12 - Investors and Common Accounting Frameworks
11:09 - Different Categories of Digital Assets
12:05 - Where Adoption is Happening the Fastest
12:50 - Why Use Stablecoins Over Cash or Bonds?
14:11 - Global Adoption of Stablecoins
14:50 - Security, Trust, and Blockchain Traceability
16:44 - Blockchain: Anonymity vs Traceability
18:10 - Crypto as Inflation Hedge in High-Inflation Countries
19:06 - US Interest in Strategic Digital Asset Reserves
20:05 - Coinbase’s Role in the Corporate Adoption Wave
21:05 - From Retail to Institutional: Coinbase’s Evolution
22:17 - Behind the Scenes: Blue Chips Eyeing Crypto
23:16 - Changing the Coinbase Business Model
24:20 - Will Most of the S&P 500 Adopt Crypto by 2027?
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$COIN
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VinFast CIO and VP of IR on Ramping Up: Affordable EVs, New Factories and Emerging Market Focus
On the latest episode of After Earnings with Ann Berry, VinFast Chief Investment Officer Chien Nguyen and Vice President of Investor Relations Amandae Baey dive into how VinFast plans to accelerate its global growth in the electric vehicle market.
Highlights include:• How VinFast is doubling annual vehicle production• Growing the EV market with affordable models• Asian consumers and the shift from 2-wheelers to 4-wheelersAfter Earnings is brought to you by Stakeholder Labs and Morning Brew.
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$VFS
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TurboTax to Credit Karma: How Intuit’s AI Bet Is Paying Off
Monday, July 14, 2025 • Duration 23:10
On the latest episode of After Earnings with Ann Berry, Intuit CFO Sandeep Aujla outlines how the company is transforming tax filing, personal finance and small business operations through AI and platform expansion.Highlights include:• Intuit’s new marketing strategy to engage tax-prep customers.• How Intuit is combining human and artificial intelligence to dramatically expand TurboTax Live.• How Intuit is growing QuickBooks by increasing platform adoption among mid-market businesses.00:00 Sandeep Aujla joins01:40 Intuit disrupting the tax category04:47 Blending AI with Human Intelligence on Tax Filing06:41 AI informing Credit Karma08:50 Credit Karma's insight into state of the consumer11:50 Quickbook's move up-market14:19 Scaling platformitization19:16 Rapid fire questionsAfter Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: afterearnings@morningbrew.com$INTU
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CAVA CEO on Winning Customers, Vertical Integration, and Riding the Mediterranean Wave
Monday, June 30, 2025 • Duration 25:53
On the latest episode of After Earnings, CAVA CEO Brett Schulman joins Ann Berry to discuss how he is taking on his fast casual rivals with AI, format flexibility and bold flavors.
Highlights include:• Why Schulman believes Mediterranean is the next major fast casual wave.• How CAVA tailors store formats and incorporates AI to keep restaurants efficient and reduce food waste.• How CAVA’s vertical integration and long-term supply chain investments have kept down prices.
00:00 Brett Schulman Joins01:09 What CAVA does differently02:39 The rise of mediterranean05:44 Flexible restaurant format14:01 Restaurant automation18:51 Avenues for growth21:22 Would CAVA add breakfast?23:00 Most surprising CAVA location
After Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.com
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$CAVA
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Okta CEO on Building a Password-Free Future & Developing Standards for AI Security
Monday, June 16, 2025 • Duration 26:37
On the latest episode of After Earnings, we spoke with Okta CEO Todd McKinnon about how his company aims to become the one-stop shop for digital ID across all businesses and applications.
Highlights include:
• How Okta is working toward a password-free future.
• Why - when it comes to security - Okta sees itself as the superior choice versus Microsoft every time.
• How Okta is responding to the emerging security threats posed by AI and quantum computing.
00:00 START
01:30 Okta vs. Microsoft on security
04:10 Selling to both developers and IT teams
08:34 The future of identity verification
12:55 Security challenges posed by quantum computing
17:40 Developing standards for AI security
19:31 Okta's strong earnings and the market's response
$OKTA
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Lyft CEO on Silver Riders, Self-Driving Cars, and the $100M Ad Bet
Monday, June 2, 2025 • Duration 33:22
On the latest episode of After Earnings, we spoke with Lyft CEO David Risher about designing Lyft Silver for older adults who have been left out of the rideshare boom, how the company is turning its app into a $100 million advertising platform, and what it will take to balance a future of autonomous vehicles with the human touch that keeps rides personal.$LYFT
00:00 START01:21 Lyft Silver: Targeting Older Adults06:01 Commute Rides and Price Lock10:26 Expansion through Acquisitions14:22 Lyft Media and In-App Advertising17:25 AI and Autonomous Rides
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Roblox CEO on Shopping, Socializing, and Selling in 3D
Monday, May 19, 2025 • Duration 24:53
On the latest episode of After Earnings, we spoke with Roblox founder and CEO David Baszucki about why gaming is becoming an always-on digital marketplace, how AI is accelerating the work of Roblox creators, and what it’ll take to grow the platform’s share of global gaming spend from 3% to 10%.
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Tariffs, Toys, and the Kidult Takeover with Hasbro
Monday, May 12, 2025 • Duration 26:32
On the latest episode of After Earnings, we spoke with Hasbro CFO and COO Gina Goetter about how the company is navigating tariff pressure, why 60% of toy sales now come from adults, and how Hasbro's billion-dollar Magic: The Gathering franchise is driving growth. $HAS
01:03 Tariff Impact on the Toy Industry
02:42 Hasbro's ""Playing to Win"" Strategy
07:10 The Rise of the Kid-Adult Market
09:58 Entertainment and Licensing Ventures
13:11 Wizards of the Coast and Digital Gaming
16:52 Community Engagement and Brand Fandom
23:12 Rapid Fire Questions and Conclusion
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When Will Quantum Computing Be Ready for Prime Time? Inside Rigetti’s Big Bet
Monday, April 28, 2025 • Duration 24:20
On the latest episode of After Earnings, we spoke with Rigetti CEO Dr. Subodh Kulkarni about quantum science and its applications today. He talked about how Rigetti tries to compete with the quantum computing R&D budgets of Big Tech players, the company's push towards a 100-qubit processor, and the promise of new breakthroughs. $RGTI
00:00 Comparing quantum computers with the human brain
02:15 Qubits versus bits in quantum computing
04:30 The challenges of scaling quantum hardware
06:45 How Rigetti plans to reach 100+ qubits
09:05 The race against Big Tech in quantum development
11:20 Real-world applications of quantum computing
14:10 Why commercialization still faces hurdles
17:00 Rigetti’s vision for the future of quantum computers
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Grab and Go: How Super Apps Are Changing the Game
Monday, April 14, 2025 • Duration 26:09
On this episode of After Earnings, Ann Berry sits down with Grab CFO Peter Oey. Grab is a leading super app in Southeast Asia, offering everything from ride-hailing to food delivery, grocery services, and digital payments. The company went public via a $40B SPAC in 2021, but its stock has since dropped 64% as it works toward profitability. Still, growth hasn’t slowed; revenue rose 19% in 2024, and its digital bank, GXS, now holds $1.2 billion in deposits. We spoke with Peter about whether super apps can become profitable, and why Southeast Asia is worth watching.
$GRAB
00:15 What a super app is and why the U.S. doesn’t have one (yet)
02:35 How 44M users rely on Grab daily for rides, food, and more
05:05 Why Grab spends big on incentives to grow new features
08:20 Grab’s path to sustained profitability and cash flow
09:46 How AI powers voice orders, merchant bots, and driver copilots
13:40 Using data to personalize ads and credit score users
15:15 Grab’s growth playbook: more cities, more services, more users
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