After Earnings

Einride (Nasdaq: ENRD) went public in June 2026. It already runs cab less autonomous trucks on public roads in Germany and the US, and it recently ordered 500 Tesla Semis. Host Austin Hankwitz talks with CEO Roozbeh Charli about what autonomous freight looks like in commercial operation today.

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Lenovo SVP and President of North America Ryan McCurdy joins After Earnings to break down the company’s record $26.9 billion quarter, with more than a third of revenue now tied to AI. He explains why demand isn’t the constraint anymore, how AI data centers are soaking up memory and pushing laptop prices up as much as 60%, and how Lenovo is navigating tariffs and chip scarcity. 

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MercadoLibre CFO Martin de los Santos joins Ann Berry to discuss how his company is growing e-commerce across Latin America. With 30 straight quarters of revenue growth, Martin shares how MercadoLibre focuses on removing the friction of e-commerce and how the company is using fintech to fill the gaps for customers.

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: [email protected]

Wealthfront just crossed $100 billion in platform assets, doubling from $50 billion in under three years. CFO Alan Imberman joins Katie Perry to break down the quarter. He explains why Wealthfront is buying back stock below its IPO price, how home lending fits into a high-margin business, and why the company has its sights set on $1T.

Angus Pacala, co-founder and CEO of Ouster ($OUST), joins Austin Hankwitz after a quarter with $55M in revenue, up 56% year over year. They talk about REV8, the first lidar with native color, and the $35M Stereolabs acquisition. He also explains how Ouster is building the sensing layer for physical AI and what puts the company on track for its first profitable year in 2027.

Ann Berry is joined by Jacob Teplin, Managing Director of AAdvantage Business℠  to discuss American Airlines' loyalty program that is designed for growing businesses and the travelers who work for them. They delve into what it took to design the program built to keep two very different customers happy at once, where he sees it heading next and why the program was harder to produce than it immediately appears.

Curiosity Inc. CEO Clint Stinchcomb joins Ann Berry to lay out his streaming company’s business structure and plan. And why the documentary-heavy platform is pivoting from a subscriber based business to an AI Licensing based business. Ann and Clint discuss what the market looks like for AI licensing and how investors are reacting to the change in strategy. 

0:00 – Intro

1:30 – Curiosity Inc.'s business model: subscription + licensing

4:20 – Who needs AI training data

5:44 – Demand for raw/unedited video

7:23 – Content library examples: Attenborough, nature/wildlife docs

10:17 – What "ethical sourcing" and chain of ti...

Austin Hankwtiz is joined by Peter Colis, co-founder and CEO of Ethos Technologies, to discuss how the company is transforming life insurance with instant online underwriting, why eight of nine life insurtech competitors have been shuttered, pivoted or acquired, and what's driving Ethos's 113% revenue growth.

$LIFE

[00:00] Peter Colis, co-founder and CEO of Ethos, joins

[01:06] What Ethos does

[02:09] What's driving 113% revenue growth

[04:10] The Geico and Progressive parallel

[06:37] Inside the agent business

[09:11] Margin trade-offs: direct vs. third-party

[13:54] Competitive moat and why rivals failed

[17:17...

Ann Berry is joined by Yanela Frias, CFO of Prudential Financial, to discuss the company’s five-year plan to reshape its business, its exit from emerging markets and where it’s reallocating resources. They also delve into Yanela’s 30-year career at Prudential and why she’s made a point of never staying in the same role for more than three years.
00:00 Yanela Frias, Prudential CFO, joins
01:22 Breaking down Prudential’s business
03:54 Prudential’s new five-year strategy
06:41 Simplifying a 150-year-old company
08:20 How Prudential’s insurance and asset management businesses work together
09:28 Using technology and AI in unde...

Ann Berry is joined by Emily Spurling, Senior Vice President and Global Head of Index at Nasdaq, to unpack the evolution of the Nasdaq-100. They discuss SpaceX’s blockbuster IPO, how companies staying private for longer are changing the makeup of public markets, and why Nasdaq has evolved its rules for index inclusion. Plus, Emily breaks down the ETF revolution and where she’s seeing the next wave of innovation across the economy.
00:00 Emily Spurling, Nasdaq’s Global Head of Index, joins
01:20 Why the Nasdaq-100 isn’t just a tech index
03:13 Walmart and the Nasdaq brand
03:59...

Ann Berry is joined by Taylor Lauber, CEO of Shift4, to discuss how the company grew from processing payments for small businesses to powering transactions across restaurants, hotels and stadiums. They also delve into Shift4’s approach to AI, its acquisition strategy and why investors have grown more skeptical of the payments sector.

00:00 Taylor Lauber, CEO of Shift4, joins
01:16 Shift4's origin story
03:49 Building the restaurant technology suite
06:19 Shift4's verticals
07:29 Revenue split
08:58 Competing with Toast and other point-of-sale players
12:33 Tax-free shopping and Middle East travel disruption
15:18 Global Blue ac...

Ann Berry is joined by Steven Bailey, CFO of Match Group, to unpack Tinder’s turnaround strategy, its push to win back Gen Z, Match's expansion into in-person events and why the company is prioritizing the user experience over short-term monetization.

00:00 Steven Bailey, CFO of Match Group, joins
01:14 Tinder's rebrand explained
02:05 Cost of rebranding Tinder
04:02 Tinder Events: the new experiential feature
08:56 Balancing resources between Tinder and Hinge
09:44 Match Group's brand framework
11:29 Payer penetration at Tinder vs. Hinge
13:56 E&E: centralizing shared infrastructure
15:11 Cost savings from the E&E pl...

Ann Berry is joined by Ariel Cohen, Co-Founder and CEO of Navan, to discuss how the company is modernizing business travel, leveraging AI to improve the traveler experience, and pursuing acquisitions to support its global expansion.
00:00 Ariel Cohen, CEO and Co-Founder of Navan, joins
01:25 What Navan does: corporate travel and expense management explained
02:51 Inside the Navan app
05:10 Navan's customer base
06:07 Who Navan sells to
07:52 Legacy travel software
09:03 Why AI companies still need Navan
12:48 Where Navan invests in R&D
14:24 Navan Edge: AI travel assistant
16:24 Disrupting the travel industry
17:56...

Ann Berry is joined by Khozema Shipchandler, CEO of Twilio, to discuss the company's turnaround strategy, the changing landscape of customer communication and how Twilio is leveraging AI to personalize interactions.

00:00 Khozema Shipchandler, CEO of Twilio, joins
01:06 Taking over as Twilio's CEO
01:50 What Twilio does
03:19 Fighting commoditization with pricing power and the CDP data asset
05:20 Twilio's customer base
07:29 Branded calls and fighting spam
08:04 Building trust in the US telecom network
11:21 WhatsApp, Meta, and other emerging messaging channels
13:38 New products unveiled at Twilio's customer conference
18:24 Personalizing the mortgage-shopping...

Ann Berry is joined by Kevin Rubin, CFO of Zscaler, to discuss how the company's zero trust model protects nearly half of the Fortune 500, what frontier AI models revealed about cybersecurity vulnerabilities and whether the software selloff is missing the bigger picture.

00:00 Kevin Rubin, CFO of Zscaler, Joins
01:19 What Zscaler does: zero trust cybersecurity explained
02:08 Castle and moat vs. doomsday bunker: the zero trust architecture
04:34 Zscaler's customer base
05:56 Project Glasswing: partnering with Anthropic on vulnerability research
06:35 How frontier AI models find security vulnerabilities at machine speed
09:03 Why Zscaler's stock is...

Ann Berry is joined by Alan Ellingson, CFO of DraftKings, to discuss how the company is navigating the rising popularity of prediction markets, its new “Super App” designed to let users seamlessly operate across jurisdictions, and how DraftKings is working to maintain integrity in sports betting.

00:00 Alan Ellingson, CFO of DraftKings, Joins
00:38 Q1 earnings highlights: revenue, EBITDA, and profitability
01:25 Prediction markets: threat or opportunity?
02:53 Cannibalization concern: what the data actually shows
03:34 Why sportsbook users aren't switching to prediction markets
05:26 Prediction market regulation: CFTC rulemaking and legislative bans
06:38 Market integrity: fighting insi...

Ann Berry is joined by Gillian Munson, CFO of Duolingo to discuss the company's transformation as it pursues user growth over short-term revenue. They dive into Duolingo’s expansion beyond language learning, growth opportunities across Asia, and how AI is accelerating content production. Gillian also reflects on transitioning from Duolingo’s board to stepping into the CFO role.
00:00 Gillian Munson, CFO of Duolingo, Joins
01:47 Go big or go home: the strategy shift explained
03:32 The cost of not swinging for a billion users
04:05 Analyst skepticism addressed
05:36 Shots on goal: product, Asia, and performance marketing
07:28 Spea...

Ann Berry is joined by Glenn Fogel, CEO of Booking Holdings, to survey the state of the global travel industry amid geopolitical uncertainty and Glenn’s strategy to creating synergy across multiple brands — including its Connected Trip vision. They unpack the rise of alternative accommodations versus Airbnb, and the role of AI through products like Priceline’s Penny and new startup initiatives. Glenn also shares how he thinks about attracting entrepreneurial talent, navigating M&A and positioning Booking for long‑term growth.
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Ann Berry is joined by Ernesto López Mozo, CFO of Ferrovial, to outline the company’s infrastructure assets, from highways to airports, and where it sees the strongest growth opportunities. They unpack the financing behind JFK Terminal 1, why Ferrovial exited Heathrow, and how private equity is impacting the sector. Plus, they discuss the key drivers behind the company’s IPO on the U.S.-based Nasdaq.
00:00 Ferrovial CFO Ernesto López Mozo Joins
00:41 What Ferrovial does
01:30 Inside JFK Terminal One development
02:53 How major infrastructure projects get financed
04:04 Public vs private funding in infrastructure
05...

Ann Berry is joined by Sridhar Ramaswamy, CEO of Snowflake to discuss Project SnowWork, the company’s new platform that brings outcome-driven AI agents into enterprise workflows. They break down why constant innovation is critical as AI drives competition across the software industry. They also discuss Snowflake’s path to GAAP profitability, its M&A strategy, and how volatility is impacting compensation structures.

00:00 Snowflake CEO Sridhar Ramaswamy Joins
00:51 What Snowflake does (data cloud explained)
02:28 Customer base and how companies use Snowflake
04:37 Inside Snowflake’s workforce
06:13 SnowWork and the company’s AI push
08:47...

Ann Berry is joined by Charles Giancarlo, CEO and Chairman of Everpure, to discuss the company’s shift from data storage to data management in the AI era. They break down how companies are preparing their data for AI and the strategy behind Everpure’s rebrand from Pure Storage. They also discuss the rising demand for enterprise data infrastructure, the importance of investing in sales talent, and the supply-chain pressures driving up memory costs.

00:00 Everpure CEO Charles Giancarlo Joins

00:45 What EverPure actually does (data storage explained)

04:43 Customer base: enterprise vs mid...

Ann Berry is joined by Zeta Global Co-founder & CEO David Steinberg to discuss how the company is using AI to transform digital marketing. Steinberg explains how Zeta’s platform helps enterprises acquire, retain and monetize customers, why the company invested in AI years before the recent boom and how it built its consumer data cloud. They also discuss the “software apocalypse” narrative weighing on SaaS stocks, Zeta’s push into connected TV advertising and how its new AI assistant Athena could further automate marketing decisions.

00:00 Zeta Global CEO David Steinberg Joins
01:00 What Zeta’s Marketing Platform A...

Ann Berry is joined by Coursera CEO Greg Hart, to discuss where online education is headed, Coursera's position within a rapidly changing skills economy and what the company’s combination with Udemy means for learners, enterprises and creators. They explore how Coursera is using generative AI inside its products, along with the company’s broader approach to scale, monetization and long-term growth.

00:00 Coursera CEO Greg Hart Joins
01:12 Coursera’s Position in the Global Education Market
02:56 The Coursera–Udemy Combination Explained
05:15 Consumer vs. Enterprise Revenue Mix
06:31 Course Creation Speed & Academic vs. Creator Models
09:54...

Ann Berry is joined by Dynex Capital Co-CEO Smriti Popenoe, who explains how mortgage REITs operate and how Dynex invests in agency mortgage-backed securities. Popenoe walks through the mechanics of leverage, interest-rate sensitivity and how those factors affect returns and dividends. They also discuss the Fed’s role in shaping financing costs, the function of Fannie Mae and Freddie Mac in the housing finance system and proposed limits on institutional ownership of residential real estate.

00:00 Dynex Capital Co-CEO Smriti Popenoe Joins

01:03 What Dynex Capital Does and How a Mortgage REIT Works

...

Ann Berry is joined by Gen CEO Vincent Pilette to break down Gen’s business model and growth strategy following its expansion beyond cybersecurity. The conversation covers how brands like Norton, Avast, LifeLock and MoneyLion fit together, how Gen thinks about consumer trust and how financial wellness is being integrated into its core security platform. Pilette also discusses customer adoption, global expansion and how the company evaluates future adjacencies and acquisitions.
00:00 – Gen CEO Vincent Pilette joins
00:41 – Gen’s four business pillars and operating segments
02:26 – Norton’s role in consumer cybersecurity
02:57 – Consumer vs. B2B2C growth strateg...

Ann Berry is joined in-studio by CLEAR's CEO Caryn Seidman Becker They review the company’s latest quarter, the rollout of eGates and how the company is preparing for global expansion. Caryn shares what’s driving CLEAR’s growth across travel and enterprise, why healthcare is a major unlock and the ways digital identity is becoming a core layer of modern life.

Highlights include: CLEAR's origin story and buyout from bankruptcy plus how the company navigated this fall's government shutdown.

00:00 — Caryn Seidman Becker Joins

00:53 — What’s Powering Clear’s Mome...

Ann Berry is joined in-studio by Nate Baxter, President & COO of ScottsMiracle-Gro. They discuss how the 160-year-old company is modernizing its iconic brands, balancing innovation with sustainability, and sunsetting its cannabis subsidiary. Nate explores shifting consumer demographics, regional growth strategies and the company’s planned packaging refresh.
Highlights include:
- How Scotts and Miracle-Gro are being reinvented for millennials and Gen Z
- Why ScottsMiracle-Gro is exiting the cannabis business
- How organic and sustainable lawn-care products are shaping the company’s future
00:00 – Nate Baxter Joins
01:06 – Pandemic hangover and the reset
02:33 – Margin recovery a...

On this episode of After Earnings, Ann sits down with Beth Gaspich, the Chief Financial Officer of NiCE - a decades-old enterprise software company looking to transform itself into an AI-driven customer experience platform.
They discuss how NiCE aims to redefine contact centers through automation and conversational AI, NiCE's nearly $1 billion acquisition of Cognigy, and the company’s approach to fraud detection and deepfake prevention.
00:00 — Beth Gaspich joins
02:00 — The history of NiCE
05:00 — AI and automation in contact centers
06:00 — Deepfake detection and data privacy
10:00 — Market perception vs. fundamentals
11:30 — Inside NiCE’s nearly $1 B Cognigy acquisit...

On this episode of After Earnings, Ann Berry speaks with Steph Guild, Chief Investment Officer at Robinhood, about how the company is expanding beyond active trading into broader wealth management. Guild explains how Robinhood Strategies works and how it aims to help retail investors build long-term portfolios. She also shares her perspective on tokenized assets along with thoughts on prediction markets, retail investor behavior, international growth, and whether today’s market shows signs of a bubble.

00:00 – Steph Guild Joins

00:52 – How Robinhood Keeps Users Active as They Mature

02:02 – Inside “Robinhood Strategies”

03:42...

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 Platform for Female-Led Beauty Brands

06:15 – Where e.l.f. Beauty Sees the Strongest Marketing Returns

07:30 – Inside e.l.f. Beauty’s Three...

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 Hamilton Lane Makes Money

02:25 – From Consultant to Asset Manager: Hamilton Lane’s Evolution

03:58 – The Co-Investment Model Explained

06:42 – The Strategic Edge...

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 marketplace

- How AI can deliver mass personalization in learning

00:00 – Hugo Sarrazin Joins

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 joins

00:15 – What Ties Block’s Brands Together?

03:06 – How Block Allocates Capital Across Business Units

05:23 – Is Rule of 40 Outdated?

06:34 – How Cash App Gro...

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 Schuck Joins
01:15 - Securing the GTM Ticker Symbol
02:43 - Customer Segmentation and Target Markets
04:18 - Product Application for a Cleaning Services Business
09:14 - Launch and Growth of Copi...

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 Policing

• Integrating AI Into Bodycams to Draft Police Reports

• Balancing CFO and COO Roles at Axon

00:00 - Brittany Bagley J...

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 Rethin...

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

For more go to https://www.afterearnings.com

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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 joins
01:40 Intuit disrupting the tax category
04:47 Blending AI with Human Intelligence on Tax Filing
06:41 AI informing Credit Karma
08:50 Credit Karma's...

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 Joins
01:09 What CAVA does differently
02:39 The rise of mediterranean
05:44 Flexible restaura...

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 securi...