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 and streamlining
03:25 – Brand portfolio and recession resilience
04:50 – Millennials, Gen Z & wellness
06:51 – “Emerging” consumers, kids and pets
09:04 – Organics, biologicals and safety
10:44 – Modernizing packaging and brand aesthetic
11:59 – E-commerce, website revamp and education
13:32 – Exiting cannabis and Hawthorne’s future
15:22 – Why tech and AI matter in lawn care
17:22 – Weather, forecasting and media allocation
18:27 – Seasonality and fall lawn strategy
21:51 – Free cash flow, debt paydown & M&A
24:05 – What a “transformational” deal could be

$SMG

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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 acquisition
13:00 — Balancing profitability and growth
15:20 — Acquisition and capital allocation strategy
18:00 — How NiCE evaluates AI tuck-ins
19:00 — Beth’s career and leadership path
22:00 — How a CFO keeps up with AI
23:40 — The next generation of finance talent
$NICE

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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 – Lower Minimums and Broader Access

04:06 – Building Portfolios: Balancing ETFs and Single Stocks

07:08 – How Retail Investors Approach Risk and New Assets

10:31 – Mixing Professional Advice with Social Investing

12:42 – Portfolio Positioning in a High-Valuation Market

15:15 – Are We in a Market Bubble?

16:08 – Expanding Internationally

16:52 – Why Tokenized Assets Are Rolling Out in Europe First

18:13 – Tokenization’s Benefits and Early-Stage Limitations

20:50 – How Prediction Markets Can Function as a Hedge

23:04 – Leaving a Legacy Firm for a New Model

25:44 – Taking Career Risks

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

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$HOOD

The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships

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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-Pillar Growth Strategy

09:20 – Skincare Expansion: rhode, Naturium and e.l.f. Skin

11:00 – Targeting Different Consumers Across the Portfolio

13:00 – How e.l.f. Beauty Approaches Global Expansion

15:10 – rhode’s Retail Debut at Sephora

17:00 – What’s Behind the $1 Billion rhode Deal

19:00 – Managing the Risks of Celebrity Brands

21:00 – Tariffs, China Exposure and Supply Chain Shifts

23:00 – How Shoppers Responded to the $1 Price Increase

24:15 – Investing in Growth: Cash, Technology and M&A

25:45 – Why e.l.f. Beauty Withheld Full-Year Guidance

28:00 – The Future of Beauty Retail Partnerships

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

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$ELF

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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 of Scale and Market Insight

08:15 – What’s Working in Private Equity Right Now

09:26 – From Thematic to Manager-Driven Investing

11:08 – Is Private Credit in a Bubble?

12:51 – Inside the Secondary Market Surge

16:33 – Managing a Public Company Focused on Private Assets

18:30 – The Case for Less Frequent Earnings Reporting

20:28 – Democratizing Private Markets for Retail Investors

23:54 – Expanding Retail Access

26:18 – The Trillions in Retail Opportunity

30:55 – Looking Ahead: Tokenization & the Retailization of Private Markets

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

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$HLNE

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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

01:12 – Why the online learning industry is under pressure

02:42 – Udemy’s consumer vs. enterprise business explained

05:56 – How AI enables personalization in learning

08:00 – Marketplace model vs. proprietary content

11:58 – Transition to subscriptions and monetization challenges

15:02 – Is Udemy becoming a digital media company?

16:48 – Enterprise clients and “just-in-time” learning

20:27 – Selling to CTOs, HR, and business leaders

23:33 – Reskilling 92 million workers in the AI era

25:39 – ROI pressure vs. growth opportunity

27:11 – Margins, cash flow, and product investment

29:03 – Hugo Sarrazin’s career journey: McKinsey to CEO

33:40 – Will AI replace consulting?

37:55 – The future of Udemy

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

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$UDMY

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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 Grows Market Share

09:14 – Competing with PayPal and Venmo

10:32 – Why Teens Are the Future of Cash App

12:05 – How Cash App Customers Graduate Across Products

14:02 – Integrating Afterpay Into Cash App

15:24 – AI, BNPL, and Personalized Lending

18:22 – Will Block Offer Mortgages or Auto Loans?

19:56 – Block’s M&A Strategy

21:08 – Bitcoin Mining with Proto Rig

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

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$XYZ

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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 Copilot
13:12 - Earnings and Market Reaction
16:37 - Enterprise Use of ZoomInfo for AI Integration
17:09 - Supporting AI Implementation
18:41 - Leveraging Proprietary Data Assets
19:35 - Internal AI Adoption and Efficiency Gains
22:49 - Founding Story and Early Growth
25:55 - Competitive Landscape and Entry Barriers
26:41 - Data Network as a Long-Term Differentiator

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

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

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$GTM

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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 Joins

01:38 - Software Driving Axon’s Growth

02:27 - Hardware vs. Software: Future Revenue Mix

03:12 - How Axon’s AI Works on Existing Devices

04:15 - Real-World AI Use: First Draft Police Reports

06:04 - Language Translation on Bodycams

06:34 - Where Axon Stands on Facial Recognition

08:14 - Privacy vs. Efficiency: The Consumer Tradeoff

09:47 - Robotics & Drones in Modern Policing

11:58 - Acquisitions Strategy: Drone & Sensor Innovation

13:54 - Expanding into Enterprise Markets

17:02 - Public Safety Funding Trends in the U.S.

20:42 - Balancing CFO and COO Roles at Axon

21:53 - How Axon Will Spend $1.75B in Capital

23:00 - Brittany Bagley’s Career

$AXON

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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?

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

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$COIN

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