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 Q1 revenue, up 10% from last year, and nearly $2.5 billion in operating cash flow. Still, the market is questioning whether $125 million in revenue from AI-powered tools is enough, as Adobe’s stock remains down more than 22% over the past year.

$ADBE

00:00 START

02:32 Adobe's Cloud Services Explained

04:38 Competing in the AI Landscape

08:46 Adobe's Innovation and Market Position

11:11 Customer Trust and IP Protection

13:18 Future Outlook and Market Confidence

16:17 Rapid Fire Questions

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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 International tourism rebounds post-COVID.

10:25 Exchange rates and tariffs impact travel demand.

12:05 Wildfires hit Jasper, but recovery is strong.

17:32 National park budget cuts raise concerns.

19:44 Rebrand strengthens Pursuit’s identity.

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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 conversation included discussions about the future of retail trading, such as 24/5 markets and crypto, and the perks that retail investors enjoy over institutions.

https://tastytrade.com/

00:00 START

02:29 tastytrade’s Current Landscape

06:17 Digital Assets and Bitcoin

10:58 Expanding the Investing Audience

16:57 24-Hour Trading and Retail Investors

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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 Services and Challenges

05:40 Spectrum Acquisitions and Satellite Communications

09:15 Investments in Fiber and Wireless

16:55 Political and Regulatory Impacts

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Chipotle's ($CMG) stock is up 70% in two years, making it the third-largest U.S. restaurant chain by market value, nearing $80 billion. In 2024, revenue rose 14.6% to $11.3 billion, with slightly improved operating margins. However, investors expected a stronger 2025 outlook than the company's projected low-to-mid single-digit growth in same-store sales. CFO Adam Rymer spoke with Ann Berry about Chipotle's success, highlighting its Cultivate Next Fund venture arm, Chipotlanes for mobile order pickups, and the brand’s reputation for generous portions. $CMG

00:00 START

02:13 The Rise of “Chipotlanes”

06:47 Portion Sizes and Value Proposition

08:39 Impact of Mobile Ordering

11:01 Seasonal Trends and International Expansion

14:31 Ownership Model

17:42 Rapid Fire Questions

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With the CHIPS Act, rocketship growth in AI and a long trend of automation, companies like Synopsys ($SNPS) are getting unprecedented investor attention. On the latest episode of After Earnings, CFO Shelagh Glaser joined Ann Berry to discuss:

• Source of record revenue growth to $6B in 2024

• The $35B acquisition of $ANSS + partnerships with $NVDA, $AMZN, and $TSM

• Executing on AI-driven growth in 2025

$SNPS

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The cruise industry is booming, with 37 million passengers expected this year. Royal Caribbean Group, one of the world's largest cruise operators, with 66 ships visiting ~1,000 destinations, saw its stock surge after reporting strong 2024 earnings growth and record new bookings. Ann Berry spoke with CFO Naftali Holtz to break down why - and to address public perception of the sector's impact on the environment.

$RCL

00:00 START

01:24 Appeal to Younger Generations

03:16 Environmental and Sustainability Efforts

07:30 Expansion into River Cruises

09:46 Loyalty Programs and Digital Innovations

15:09 Private Destinations and Land-Based Ventures

17:59 Financial Strategy and Future Outlook

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The food industry has seen a surge in plant-based and lab-grown alternatives, with Beyond Meat going public in 2019 and Oatly following in 2021. Pat Brown founded Impossible Foods in 2011. Despite the recent challenges faced by Beyond Meat and Oatly, Pat remains committed to his mission, now focusing on tackling climate change and reducing carbon emissions.

00:00 START

00:24 The Rise and Challenges of Impossible Foods

04:53 The Wild Hope Mission Impossible Documentary

07:15 Debates on the Healthiness of Meat Replacement Burger Patties

10:11 Lab-Grown Meat: Hype or Hope?

14:45 Affordability of Meat Alternatives

19:35 Will New US Public Policies Support Farmers in Transitioning to Sustainable Cattle Farming?

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On this episode of After Earnings, Ann Berry chats with Ryan McCurdy, President of North America at Lenovo. Ryan, who joined Lenovo in September 2023 after over 20 years at Intel, discusses how the company's new marketing partnerships with FIFA, F1, and celebrity endorsements, including Paris Hilton, have boosted brand awareness. He also shares his insights on the PC replacement cycle, Lenovo's strategies for growth, and more.

$LNVGY

00:00 START

04:46 Brand Awareness and Technology Showcases

08:28 Smartphone Market Growth and AI Features

13:13 AI Integration in Sales and Marketing

16:48 Infrastructure Solutions and AI Partnerships

21:02 IT Services

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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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