After Earnings
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.
Episodes
October 27, 2025 • 28 mins
On this episode of After Earnings, Ann Berry sits down with Mandy Fields, Chief Financial Officer of e.l.f. Beauty to unpack how the company balances celebrity-led brands, marketing spend and the business realities of tariffs, pricing and growth.
00:00 – Mandy Fields Joins
00:48 – How Marketing Spend Is Driving e.l.f. Beauty’s Growth
02:00 – Working With Celebrity Founders: Hailey Bieber and Alicia Keys
04:00 – Building a Pla...
Mark as Played
October 20, 2025 • 34 mins
On this episode of After Earnings, Ann Berry sits down with Hamilton Lane Co-CEO Erik Hirsch for an in-depth conversation about the future of private markets. They discuss how Hamilton Lane is opening private capital to retail investors, why fund manager selection matters more than thematic bets in today’s environment and how the firm navigates being a publicly traded company.
00:00 – Erik Hirsch Joins
00:38 – AUM vs AUA: How ...
Mark as Played
October 6, 2025 • 29 mins
On the latest episode of After Earnings, Ann Berry sits down with Udemy CEO Hugo Sarrazin to discuss the company’s pivot from a traditional online course marketplace to an AI-powered platform designed to re-skill the global workforce.
Highlights include:
- Udemy’s shift from one-off course sales to a subscription model
- The company’s enterprise push to re-skill workforces at scale
- The future of its instructor-driven marke...
Mark as Played
September 22, 2025 • 28 mins
On the latest episode of After Earnings, Ann Berry sits down with Amrita Ahuja, the CFO & COO of Block, to break down the company’s recent performance and how it's leveraging its multiple brands to drive long-term growth. The conversation explores Block’s capital allocation strategy, AI-powered underwriting and how each of its businesses from Cash App and Square to Afterpay aims to expand financial access.
00:00 – Amrita Ahuja ...
Mark as Played
September 8, 2025 • 29 mins
On the latest episode of After Earnings, Ann Berry sits down with Henry Schuck the Founder and CEO of ZoomInfo to break down the company’s recent earnings, including revenue growth and profitability. They discuss ZoomInfo’s efforts to leverage AI for product development, customer acquisition strategies, and how the company is navigating increased competition and market challenges in the sales intelligence space.
00:00 - Henry Schu...
Mark as Played
August 25, 2025 • 29 mins
On the latest episode of After Earnings with Ann Berry, Axon’s COO and CFO Brittany Bagley discusses how the company is navigating its push into AI-powered policing tools, including body cam video automation and drone-based first response, while weighing the ethical and privacy concerns that come with expansion in the enterprise and retail markets.
Highlights include:
• How Drones and Small Robots are Reshaping Frontline Polici...
Mark as Played
August 11, 2025 • 27 mins
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 Regula...
Mark as Played
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 E...
Mark as Played
July 14, 2025 • 23 mins
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 inc...
Mark as Played
June 30, 2025 • 25 mins
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 suppl...
Mark as Played
June 16, 2025 • 26 mins
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 pos...
Mark as Played
June 2, 2025 • 33 mins
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
...
Mark as Played
May 19, 2025 • 24 mins
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%.
After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.comFollow...
Mark as Played
May 12, 2025 • 26 mins
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 Ven...
Mark as Played
April 28, 2025 • 24 mins
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 comp...
Mark as Played
April 14, 2025 • 26 mins
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 $...
Mark as Played
April 7, 2025 • 19 mins
On this episode of After Earnings, Ann Berry sits down with Adobe CFO Dan Durn to unpack the company’s strategy as free generative AI tools flood the market. Adobe is expanding its focus beyond professional creatives to attract everyday users and businesses, with Firefly AI now integrated into its core products, enabling features like text-to-video and automated image enhancements. The company kicked off 2025 with $5.7 billion in Q...
Mark as Played
March 23, 2025 • 26 mins
On After Earnings, Ann Berry chats with Pursuit CEO David Barry about the booming demand for adventure travel. From the White Lotus Effect to wellness tourism, acquisitions, and wildfires, they cover it all... including how a weak Canadian dollar and national park cuts could shake up the industry.
$PRSU
00:00 START
00:51 Media like White Lotus fuels travel trends.
04:02 Recent acquisitions expand Pursuit’s footprint.
08:08 Inter...
Mark as Played
March 17, 2025 • 31 mins
On this episode of After Earnings, Ann Berry sat down with tastytrade’s Tom Sosnoff to discuss his journey and the changing landscape of retail trading. Retail investors now account for 20-30% of U.S. trading volume, and platforms like tastytrade are evolving to support them. Focused on education and data-driven trading, tastytrade offers live market insights, strategy content, and tools for active investors. Highlights from their...
Mark as Played
March 3, 2025 • 26 mins
On the latest After Earnings, AT&T CFO Pascal Desroches joins Ann Berry to unpack the company’s strategy, investments, and competitive landscape. They dive into AT&T’s $22 billion fiber push, its plan to connect 80% of U.S. homes by 2030, and how it’s streamlining operations to focus on core telecom services. $T
00:00 START
00:45 Core Business Lines: Mobile and Fiber Services
01:34 Recent Earnings and Performance
02:05 Enterprise ...
Mark as Played
Popular Podcasts
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!
The Herd with Colin Cowherd is a thought-provoking, opinionated, and topic-driven journey through the top sports stories of the day.
The official podcast of comedian Joe Rogan.