Lemonade, founded in 2015, has harnessed AI to revolutionize insurance products and operations. CEO Daniel Schreiber joins host Ann Berry to share his vision for growing the business 10x. They dive into AI’s role in expanding into auto insurance, the use of “synthetic agents” to drive cash flow with General Catalyst, and the psychology behind insurance fraud.

$LMND

00:27 Lemonade’s Business Model and Growth

00:51 Financial Performance and Market Challenges

02:18 Deep Dive into Auto Insurance

04:20 AI and Telematics in Car Insurance

07:29 AI in Customer Acquisition and Retention

11:33 Synthetic Agents and Financial Strategy

24:16 Philanthropy and Social Impact

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This week, Ann sits down with Roku CFO Dan Jedda to discuss the company’s content strategy, growth in ad revenue, and new products designed for small and medium-sized business clients. The episode explores whether TVs will ever be profitable for Roku, the role of ads in Roku City, and how partnerships with Instacart and Trade Desk are shaping the company’s future.

$ROKU

00:00 START

00:33 Roku’s Revenue Streams

02:02 Roku’s Advertising Strategy

05:17 Financial Performance and Future Growth

10:30 Ad Partnerships and Innovations

14:12 Targeting SMB

18:54 Roku’s Competitive Advantage and Moat

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In this episode, Salesforce founder and CEO Marc Benioff sits down with Ann Berry to discuss the company's growing Agentforce product, valuations in the AI sector today and Salesforce's track record in start up investing. Ann also asks Marc if we will see him working with Elon Musk on DOGE, and whether Twitter / X is an asset he wished he'd bought.

$CRM

0:00 START

01:54 The Impact of AgentForce

03:04 AI Bubble and Market Valuations

06:00 AgentForce in Action: Heathrow Airport

07:51 AgentForce vs. Microsoft's CoPilot

09:17 Balancing Human and Digital Workforce

11:47 Government Applications of AgentForce

13:01 Mark Benioff on Public Service and Politics

19:44 Salesforce's Acquisition Strategy

22:37 RTO and Leadership

24:08 Succession Planning at Salesforce

26:43 AI Startups and Industry Leaders

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In this episode of After Earnings, Ann speaks with Upstart CEO and co-founder Dave Girouard about how the company uses AI to assess creditworthiness. Dave shares insights on the limitations of FICO scores, Upstart’s data points, recent earnings, and growth strategies.

$UPST

00:00 Start

00:25 Limitations of FICO Scores

00:50 New Approaches by Fintech Companies

01:42 Upstart’s Credit Assessment

02:22 AI and Creditworthiness

05:10 Addressing Bias in Credit Access

06:22 Upstart’s Macroeconomic Insights

09:06 Challenges with Buy Now, Pay Later

10:11 Upstart’s Business Model and Partnerships

13:28 Recent Earnings and Market Reactions

25:13 Future Growth and AI in Lending

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The pet industry is growing fast and could reach a global market size of half a trillion dollars by 2032. This episode looks at why people bought more pets during COVID, the trend of treating pets like family, and key public companies in the pet space, like Zoetis. Zoetis Executive Vice President and CFO Wetteny Joseph shares how the company works in both companion and production animal health. He talks about their top products, research investments, use of AI, and strong financial results. Despite challenges, Zoetis keeps pushing for innovation and profit in animal health.

$ZTS

00:00 START 

00:26 The Rise of Zoetis in Animal Health

02:10 Zoetis' Focus on Companion Animals

03:21 Innovations in Pet Care Products

05:06 Challenges and Opportunities in Pet Health

09:06 Zoetis' Livestock Business Insights

14:02 Global Market Trends and R&D Priorities

17:41 The Role of AI in Animal Health

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In this episode of After Earnings, Airbnb’s Chief Business Officer and Former CFO, Dave Stephenson, spoke with Katie and Ann to discuss the company’s unique differentiation strategies, including exclusive listings and a co-host marketplace. He highlights innovative marketing initiatives, a shift from search engine reliance, and the company’s global expansion efforts. Amid regulatory and market challenges, Airbnb celebrates significant growth in rural areas and extended stays, showcasing its value against traditional hotels and marking a milestone of over two billion guest arrivals worldwide.

$ABNB

00:00 START

01:25 Airbnb’s Differentiation Strategy

02:36 Winter Release and Co-Host Marketplace

06:20 Unique Listings and Marketing Strategy

09:52 The Power of Brand Marketing

10:35 Airbnb’s Impact on Major Events

12:14 Navigating Regulatory Challenges

13:48 International Expansion and Market Trends

18:51 Leadership Insights and Future Outlook

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In this episode of After Earnings, Katie Perry and Ann Berry talk with Blake Grayson, CFO of Docusign, about the company's shift from e-signatures to intelligent agreement management. Grayson discusses Docusign's new IAM platform, AI-focused acquisitions like Lexion, and global expansion plans. He also shares insights on financial performance, growth strategies, and how Docusign plans to innovate with its 1.6 million customers. Grayson wraps up by reflecting on his 11 years at Amazon.

$DOCU

00:00 START

01:04 Docusign's Evolution and Vision

02:35 Intelligent Agreement Management Platform

08:10 Go-to-Market Strategy and Competitive Landscape

12:56 Recent Acquisition and AI Integration

20:27 Financial Performance and Market Perception

28:50 Blake Grayson's Career Journey

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In this episode of After Earnings, COO & CFO of Affirm Michael Linford sits down with Katie to reflect on the outstanding Q2 performance for the popular Buy Now, Pay Later company. Linford shares the secret sauce that contributes to Affirm’s rapid growth and areas of opportunities to seize, such as key partnerships with Amazon and Apple. Also, some insight to why Affirm is considered one of the more popular methods of payment for Gen Z and where Affirm fits in the trend of AI.

00:00 - Welcome Affirm COO & CFO Michael Linford

02:00 - Secrets to Affirm’s ‘killer’ Q2 earnings

05:30 - Effects of the Fed’s rate cut on consumer demand

09:10 - Why Gen Z leans on Affirm for their purchases

11:40 - What Affirm does better than its competitors

14:30 - Are there plans to leverage AI?

18:40 - What the Apple partnership brings for Affirm

20:30 - Breaking into the UK market

24:00 - Building a payment network as big as Amex or Visa

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In this episode of After Earnings, Arm CFO Jason Child joined to talk about the company's growth since its IPO, its relationship with SoftBank, and its approach to AI. He shared insights on Arm's engineering culture, key partnerships with tech giants like Google and Microsoft, and how going public has impacted recruitment. Jason also discussed Arm’s strategies in mergers and acquisitions, as well as managing investor relations.

$ADR

00:00 START 

01:12 Understanding Arm's Role in the AI Value Chain

02:47 Arm's IPO Journey and Business Model

03:25 Revenue Streams: Licenses and Royalties

06:59 AI and the Semiconductor Market

08:31 Talent Wars and Recruitment Strategies

11:56 Competition and Market Position

13:19 Public Float and Investor Relations

16:38 Managing Expectations and Long-term Vision

18:44 M&A and Future Growth

20:09 Cloud Products and Market Share

23:25 China Revenue and Geopolitical Impact

25:14 Work Culture and Remote Work Policies

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In the latest episode of After Earnings, Pfizer CFO David Denton shares insights into the company’s achievements and future strategies with Ann Berry and Katie Perry. They discuss topics like acquiring Seagen, the use of AI in drug development, and ongoing initiatives in oncology and weight management. Denton addresses shareholder concerns about financial performance, emphasizing Pfizer’s dedication to innovation through significant investments in M&A and R&D. He also highlights the development of an oral GLP-1 receptor for obesity management and efforts to maintain robust dividends.

$PFE

00:00 START

00:55 Pfizer’s Current Position and Achievements

02:23 Strategic Acquisitions and Investments

06:04 AI and Digital Transformation in Drug Development

08:33 New Product Development: Oral Semaglutide

10:37 Challenges and Market Opportunities

15:39 Direct-to-Consumer Strategies and M&A

20:31 Investor Relations and Future Outlook

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