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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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
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$VFS

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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 insight into state of the consumer
11:50 Quickbook's move up-market
14:19 Scaling platformitization
19:16 Rapid fire questions
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$INTU

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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 restaurant format
14:01 Restaurant automation
18:51 Avenues for growth
21:22 Would CAVA add breakfast?
23:00 Most surprising CAVA location

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$CAVA

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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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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 START
01:21 Lyft Silver: Targeting Older Adults
06:01 Commute Rides and Price Lock
10:26 Expansion through Acquisitions
14:22 Lyft Media and In-App Advertising
17:25 AI and Autonomous Rides

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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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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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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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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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