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By Morning Brew
5
1111 ratings
The podcast currently has 30 episodes available.
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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In this episode of After Earnings, Katie talks with Mike Walrath, CEO of Yext, about digital presence management. Mike explains how Yext helps companies keep their online info accurate, which is key for revenue and customer satisfaction. They discuss challenges from AI and the need for reliable data, plus Yext's recent acquisition of Hearsay and AI's growing role in business.
00:00 START
01:28 The Importance of Accurate Digital Data
03:30 AI's Impact on Search and Data Accuracy
06:56 Klarna's Bold Move and SaaS Industry Insights
09:05 Balancing Innovation and Customer Needs
11:01 Yext's Recent Earnings and Future Focus
17:30 The Evolution of Digital Advertising
21:34 Reflections on Education and Career Paths
$YEXT
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Katie Perry sat down with Upwork CFO Erica Gessert to discuss trends shaping the freelance marketplace. With 38% of the U.S. workforce participating in freelance work, Upwork is positioned at the intersection of rising fractional workforces and AI advancements. They brokedown the benefits for enterprises, the growth of AI-enabled freelance jobs, and Upwork's strategic initiatives, including partnerships with OpenAI.
$UPWK
00:00 START
00:41 The Rise of Fractional Work and AI
04:37 Benefits of Freelance Platforms for Businesses
10:58 Upwork's Financial Performance and Market Perception
12:41 AI's Role in Upwork's Future
17:14 Partnerships and R&D at Upwork
27:28 NFL Talk
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
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On this episode of After Earnings, Katie Perry and Ann Berry chat with Wes Cummins, CEO of Applied Digital, about NVIDIA's latest earnings and how it's shaking up the tech world. They dive into what Applied Digital is doing with AI, the challenges of building data centers in rural areas like North Dakota, and the impact on local communities. They also talk about the future of AI supercomputing and what’s next for the company.
$APLD
00:00 START
02:44 Applied Digital's Data Centers
05:46 NVIDIA's New Chips and Impact
07:22 Financial Performance and Challenges
09:16 Customer Base and Market Strategy
17:53 Future Growth and Expansion Plans
26:55 Revitalizing Rural America
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Ann Berry spoke to Matt Skaruppa, CFO of Duolingo, about the earnings and the company’s growing subscriber base, new products, and how that little green owl mascot came to be. Highlights include hitting 100 million monthly active users, innovations in AI integration, and Duolingo's mission to make education universally accessible. Are you heading to Duocon?
$DUOL
00:00 START
01:04 Duolingo's Journey and Growth
02:28 The Importance of Language Learning
04:28 Innovations in AI and User Experience
06:10 Duolingo's Characters and Engagement
07:00 Geographical Reach and User Base
09:00 Earnings and Growth Metrics
14:02 Monetization Strategies and Future Plans
16:20 Duolingo English Test and Strategic Goals
18:46 Upcoming DuoCon Event
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
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Katie Perry spoke with Mark McCaffrey, CFO of GoDaddy, about the company's recent Q2 earnings report and future plans. Highlights include the company's transformation from a domain-centric business to a one-stop-shop for entrepreneurs, the impact of their AI product Airo, and the importance of free cash flow as a North Star. Mark also shares valuable career and leadership advice, emphasizing the importance of self-awareness, vulnerability, and proactive mentorship in a remote/hybrid work environment.
$GDDY
00:00 START
01:21 GoDaddy's Mission and Evolution
05:28 AI and the Airo Product
15:05 Q2 Earnings Breakdown
18:49 The Importance of Attach Rate
24:15 Maximizing Free Cash Flow
27:59 Leadership and Mentorship Insights
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
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Katie Perry spoke with Harley Finkelstein, president of Shopify, about the company's recent growth and future plans following a strong Q2 earnings report. Highlights include Shopify's expansion to support large enterprises, 25% revenue growth, and strong international growth, especially in Europe. Harley also mentions the shift to integrated online and offline retail, the importance of executive personal branding, and partnerships with Amazon and Affirm to enhance merchant experiences.
$SHOP
00:00 START
01:52 Shopify's Evolution and Growth
03:42 Empowering Entrepreneurs and Large Enterprises
06:02 The Future of Retail and Commerce
08:53 Shopify's Partner Ecosystem
12:22 Acquisitions and Technical Founders
20:27 Earnings Highlights and Financial Performance
24:14 International Expansion and Market Trends
31:56 Executive Personal Branding and Social Media
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
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Austin Hankwitz and Katie Perry sit down with Tilray Brands CEO, Irwin Simon, to discuss the company's evolution from a cannabis-centric business to a diversified portfolio of beverages and spirits. They explore Tilray's strategic acquisitions, its performance amidst regulatory challenges, and future growth plans. Simon provides insights into the company’s brand development, the pivotal shifts taken since 2018, and the strategy behind navigating the complex cannabis market.
$TLRY
00:00 START
04:11 Challenges and Strategic Shifts
06:43 Expansion into Beverage and Spirits
13:46 Stock Performance and Market Perception
20:11 Regulatory Hurdles and Future Opportunities
24:25 Geographical Strategy and Market Focus
25:31 Expanding Beverage Business in the US
26:48 International Market Opportunities
27:45 Earnings and Revenue Growth
28:48 Acquisition Strategy and Brand Growth
33:17 Path to Profitability
42:07 Company Culture and Future Plans
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
For more go to https://www.afterearnings.com
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