After Earnings

Morning Brew

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 Austin Hankwitz and Katie Perry as they bring the conversations that used to only be available to hedge fund managers to the rest of us. read less

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Affirm: BNPL, Competitive Strategies, and Debunking ‘Phantom Debt’ with CFO Michael Linford

Affirm: BNPL, Competitive Strategies, and Debunking ‘Phantom Debt’ with CFO Michael Linford

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

Episodes

Affirm: BNPL, Competitive Strategies, and Debunking ‘Phantom Debt’ with CFO Michael Linford

Affirm: BNPL, Competitive Strategies, and Debunking ‘Phantom Debt’ with CFO Michael Linford

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

ServiceNow: Driving Billions in Revenue While Being a Top Workplace with CFO Gina Mastantuono

ServiceNow: Driving Billions in Revenue While Being a Top Workplace with CFO Gina Mastantuono

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

atai Life Sciences: Psychedelics, Mental Health, and Drug Development with Founder and Chairman Christian Angermayer

atai Life Sciences: Psychedelics, Mental Health, and Drug Development with Founder and Chairman Christian Angermayer

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

Lovesac: From Basement Bean Bags to a $700M Tech-Enabled Furniture Business with CEO Shawn Nelson

Lovesac: From Basement Bean Bags to a $700M Tech-Enabled Furniture Business with CEO Shawn Nelson

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

Kura Sushi USA: Innovating Sushi Dining, Culinary Trends & Robot Waiters with CFO Jeff Uttz

Kura Sushi USA: Innovating Sushi Dining, Culinary Trends & Robot Waiters with CFO Jeff Uttz

In this episode, host Katie Perry sat down with Kura Sushi USA’s Chief Financial Officer Jeff Uttz to explore how Kura Sushi is revolutionizing the sushi experience through partnerships and innovation. From gamifying the dining experience to sourcing sushi globally and Americanizing the menu, Kura is making waves in the industry. The discussion also touches on the growth of sushi in the US, the importance of quality in dining, and the company's plans for expansion. TIMESTAMPS: 00:00:00 Start 00:02:18 Gamifying the sushi experience with Spy Family and Dragon Ball partnerships 00:06:09 The growth of sushi in the US and sushi going mainstream 00:07:41 “Eatertainment”, Kirbi the roboserver, and quality 00:08:53 The Doordash partnership 00:10:52 Opening 10 restaurants in the fiscal year 00:14:51 Explanation of white space 00:16:36 Where does Kura fit in the sushi landscape 00:20:59 Sourcing sushi from all over the world and super freezing for freshness 00:23:53 Americanizing the menu, rolls, and operations 00:25:51 The loyalty program members and the new app gathering data 00:31:02 Being an executive in the restaurant industry and permitting 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

REE Automotive: EV's Commercial Future & Capital Strategies with CEO Daniel Barel

REE Automotive: EV's Commercial Future & Capital Strategies with CEO Daniel Barel

In this episode of the After Earnings podcast, Katie Perry and Austin Hankwitz interview Daniel Barel, co-founder and CEO of REE Automotive, discussing the company's innovative approach to modernizing the commercial vehicle industry. They delve into REE Automotive's focus on building modular commercial EV systems, challenges in transitioning dealers and fleets to electric trucks, and the importance of clear communication with investors. Daniel highlights the company's three-year plan to generate a billion in sales by 2026, emphasizing responsible financial management and transparency in operations. $REE 00:00:00 Start 00:06:41 Nuances between commercial and passenger EVs in the midsize truck industry 00:10:23 Importance of battery technology and charging infrastructure for controlled routes in the commercial EV industry 00:15:17 Challenges and strategies in converting customers to adopt commercial EVs through sales demos 00:19:21 Comparing service requirements for commercial EVs vs. traditional vehicles 00:27:38 Securing working capital amid macroeconomic uncertainty 00:31:21 Demystifying business nuances for investors as the CEO 00:39:02 Daily driver preferences and driving experiences 00:43:23 The distinct role of commercial EVs in last-mile delivery services After Earnings is brought to you by Stakeholder Labs and Morning Brew. Follow Us X: AfterEarnings TikTok: AfterEarnings Instagram: AfterEarnings_ Youtube: @AfterEarnings Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Braze: AI Marketing Advisors & The Craft of Customer Engagement with CEO Bill Magnuson

Braze: AI Marketing Advisors & The Craft of Customer Engagement with CEO Bill Magnuson

Braze CEO Bill Magnuson talked with hosts Austin and Katie about how major companies use their product, being ahead of the AI curve, and the tools clients usually consolidate when they switch to Braze. Bill also shared insights on growing the company and staying profitable, along with his journey from co-founder and CTO to CEO before going public. $BRZE 00:01:21 - The state of marketing 00:06:09 - Why they built the company in 2011 and how the landscape changed 00:10:27 - How big names are using Braze 00:18:05 - Landing an 8 figure customer and “hunting and farming” 00:21:41 - What tools companies consolidate when they move to Braze 00:26:35 - Why costs differs across platforms 00:30:02 - Scaling at Braze and profitability 00:35:23 - Being a startup founder CTO turned public company CEO 00:38:46 - Using AI for the last decade and the rise of GenAI 00:49:59 - Steering clear of political campaigns After Earnings is brought to you by Stakeholder Labs and Morning Brew. Follow Us X: AfterEarnings TikTok: AfterEarnings Instagram: AfterEarnings_ Youtube: @AfterEarnings Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Redwire Space: Lunar Dominance, Microgravity Drugs, and Extraterrestrial Life with CEO Peter Cannito

Redwire Space: Lunar Dominance, Microgravity Drugs, and Extraterrestrial Life with CEO Peter Cannito

In this episode of After Earnings, hosts Katie Perry and Austin Hankwitz sit with Peter Cannito, CEO of Redwire, to talk about their strategic positioning and potential impact on the space industry. Peter breaks down the company's role in driving growth and innovation through partnerships like Eli Lilly for microgravity drug research, as well as the bidding process, security clearances, and the importance of space exploration. $RDW TIMESTAMPS: 00:00:00 START 00:03:02 Where Redwire lies in the space value chain 00:06:06 Redwire’s Q4 national security revenue 00:10:23 On space race and moon dominance 00:15:01 The outlook for drug development in space 00:24:52 Drivers for profitable growth rate 00:31:17 The dynamics of space industry revenues 00:35:09 The bidding process 00:48:08 Aliens: Are they real or not real? After Earnings is brought to you by Stakeholder Labs and Morning Brew. Follow Us X: AfterEarnings TikTok: AfterEarnings Instagram: AfterEarnings_ Youtube: @AfterEarnings Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Celsius Holdings: Building a Billion $$ Brand & the 3-Horse Energy Drink Race with CEO John Fieldly

Hosts Katie Perry and Austin Hankwitz sat with Celsius CEO John Fieldly in the latest episode of After Earnings. Together, they discussed Celsius's success in building a strong brand identity, expanding market share, and leveraging data analytics to connect with consumers and drive company growth. John emphasized the impact of PepsiCo's $550M investment, product innovation, and aligning with influencers and brands like Jake Paul and Inter Miami. $CELH 00:00:00 START 00:03:11 Celsius’ growth story 00:06:26 Selecting which sports brands and personalities to partner with 00:10:56 How Celsius was able to capitalize on the “living fit” trend successfully 00:13:02 The process of product development 00:17:00 Growth levers from Pepsi’s $550M investment 00:23:45 Pricing strategy for entering new markets 00:26:10 Stepping in as Celsius’ new CEO 00:33:04 Deepening the relationship with retail investors After Earnings is brought to you by Stakeholder Labs and Morning Brew. Follow Us X: AfterEarnings TikTok: AfterEarnings Instagram: AfterEarnings_ Youtube: @AfterEarnings Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Sprout Social: Influencer Marketing, Social-First Orgs, and Scaling for Growth with President Ryan Barretto

Sprout Social: Influencer Marketing, Social-First Orgs, and Scaling for Growth with President Ryan Barretto

In this episode of After Earnings, hosts Katie Perry and Austin Hankwitz sit down with Ryan Barretto, President of Sprout Social.. They discuss the company's growth strategy, data analysis, and the evolving role of social media in business. The conversation delves into Sprout Social's focus on sophisticated customers and how social listening aids decision-making. Timestamps 00:00:00 Start 00:04:17 How Sprout Social’s strategy shifted as a company in 2023 00:13:33 Companies becoming social-first organizations 00:19:10 How social listening data can shape brand marketing 00:23:43 Balancing quality and speed as a company 00:31:01 The three areas in which AI is helpful to customers 00:34:46 Influencer marketing 00:40:09 Insights from data gathered on Sprout 00:45:00 Societal conversations around social media _________ After Earnings is brought to you by Stakeholder Labs and Morning Brew. Follow Us X: AfterEarnings TikTok: AfterEarnings Instagram: AfterEarnings_ Youtube: @AfterEarnings Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Bark: Cereal for Dogs, AI Applications, and Sustaining Momentum with CEO Matt Meeker

Bark: Cereal for Dogs, AI Applications, and Sustaining Momentum with CEO Matt Meeker

On this episode of After Earnings, hosts Katie Perry and Austin Hankwitz sit down with Matt Meeker, co-founder and CEO of BARK. Matt shares insights on marketing and brand management, as well as maintaining momentum, managing employee morale, and product expansion. BARK is expanding its consumables business and bringing the same fun, humor and storytelling that made BarkBox famous to the dog treats category with the launch of its first full collection of dog treats called The Snack Pack. Timestamps 00:00:00 Start 00:06:23 Coming up with engaging and fun product flavor names 00:14:29 Preparing the company for what is to turn into future demand 00:19:29 Making customer-centric decisions 00:26:08 AI applications at Bark 00:31:51 General approaches to retail partnerships 00:36:44 The transition from Meetup.com to Bark 00:40:44 Building and sustaining momentum within the company 00:43:30 How to keep employees’ energy despite rollercoaster rides in the business ________ After Earnings is brought to you by Stakeholder Labs and Morning Brew. Follow Us X: AfterEarnings TikTok: AfterEarnings Instagram: AfterEarnings_ Youtube: @AfterEarnings Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Introducing After Earnings with Austin Hankwitz & Katie Perry

Introducing After Earnings with Austin Hankwitz & Katie Perry

The stock market has changed. Once dominated by a few huge players, a new wave of engaged retail investors has 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 Austin Hankwitz and Katie Perry as they bring the conversations that used to be available only to hedge fund managers to the rest of us. After Earnings is brought to you by Stakeholder Labs and Morning Brew. Follow Us X: @AfterEarnings TikTok: @AfterEarnings Instagram: @AfterEarnings_ Youtube: @AfterEarnings Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices