After Earnings

Institutional investors are invited to private bank conferences where they meet public company CEOs face to face. Most retail investors never get that access. TomorrowX is opening that room with a two-day summit in Austin, Texas.

On this episode of After Earnings, in partnership with TomorrowX, Austin Hankwitz sits down with Ron Biscardi, co-founder and CEO of iConnections and co-host of TomorrowX.

iConnections connects institutional investors with fund managers. TomorrowX brings tech and finance leaders like NVIDIA’s Jensen Huang, Michael Dell, Goldman Sachs’ David Solomon, Blackstone’s Jon Gray and Apollo’s Marc Rowan into one room with retail investors, creators, and institutional investors.

Ron explains how the event came together, why public companies now want to reach independent investors, and why every CEO will be asked how AI can create jobs.

Get 20% off tickets with: AFTEREARNINGS at tomorrowxsummit.com

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Einride (Nasdaq: ENRD) went public in June 2026. It already runs cab less autonomous trucks on public roads in Germany and the US, and it recently ordered 500 Tesla Semis. Host Austin Hankwitz talks with CEO Roozbeh Charli about what autonomous freight looks like in commercial operation today.

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Lenovo SVP and President of North America Ryan McCurdy joins After Earnings to break down the company’s record $26.9 billion quarter, with more than a third of revenue now tied to AI. He explains why demand isn’t the constraint anymore, how AI data centers are soaking up memory and pushing laptop prices up as much as 60%, and how Lenovo is navigating tariffs and chip scarcity. 

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

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

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MercadoLibre CFO Martin de los Santos joins Ann Berry to discuss how his company is growing e-commerce across Latin America. With 30 straight quarters of revenue growth, Martin shares how MercadoLibre focuses on removing the friction of e-commerce and how the company is using fintech to fill the gaps for customers.

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

Wealthfront just crossed $100 billion in platform assets, doubling from $50 billion in under three years. CFO Alan Imberman joins Katie Perry to break down the quarter. He explains why Wealthfront is buying back stock below its IPO price, how home lending fits into a high-margin business, and why the company has its sights set on $1T.

Wealthfront just crossed $100 billion in platform assets, doubling from $50 billion in under three years. CFO Alan Imberman joins Katie Perry to break down the quarter. He explains why Wealthfront is buying back stock below its IPO price, how home lending fits into a high-margin business, and why he sees a path to $1 trillion in assets.

Angus Pacala, co-founder and CEO of Ouster ($OUST), joins Austin Hankwitz after a quarter with $55M in revenue, up 56% year over year. They talk about REV8, the first lidar with native color, and the $35M Stereolabs acquisition. He also explains how Ouster is building the sensing layer for physical AI and what puts the company on track for its first profitable year in 2027.

Ann Berry is joined by Jacob Teplin, Managing Director of AAdvantage Business℠  to discuss American Airlines' loyalty program that is designed for growing businesses and the travelers who work for them. They delve into what it took to design the program built to keep two very different customers happy at once, where he sees it heading next and why the program was harder to produce than it immediately appears.

Curiosity Inc. CEO Clint Stinchcomb joins Ann Berry to lay out his streaming company’s business structure and plan. And why the documentary-heavy platform is pivoting from a subscriber based business to an AI Licensing based business. Ann and Clint discuss what the market looks like for AI licensing and how investors are reacting to the change in strategy. 

0:00 – Intro

1:30 – Curiosity Inc.'s business model: subscription + licensing

4:20 – Who needs AI training data

5:44 – Demand for raw/unedited video

7:23 – Content library examples: Attenborough, nature/wildlife docs

10:17 – What "ethical sourcing" and chain of title mean

14:41 – Subscription vs. licensing revenue mix, investor concerns

19:20 – Independent creators seeking licensing deals

22:10 – Why raw/HDR footage is valuable for training

23:56 – 2026 guidance

25:06 – Team strategy & AI productivity

30:49 – Life as a public company post-SPAC

32:32 – Closing remarks

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

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

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$CURI

Austin Hankwtiz is joined by Peter Colis, co-founder and CEO of Ethos Technologies, to discuss how the company is transforming life insurance with instant online underwriting, why eight of nine life insurtech competitors have been shuttered, pivoted or acquired, and what's driving Ethos's 113% revenue growth.

$LIFE

[00:00] Peter Colis, co-founder and CEO of Ethos, joins

[01:06] What Ethos does

[02:09] What's driving 113% revenue growth

[04:10] The Geico and Progressive parallel

[06:37] Inside the agent business

[09:11] Margin trade-offs: direct vs. third-party

[13:54] Competitive moat and why rivals failed

[17:17] The $100 million share repurchase

[20:38] What investors still don't understand

[26:42] Inside the ten-minute underwriting process

[31:52] Outro and upcoming episodes

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

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

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