After Earnings

Ann Berry is joined by Ernesto López Mozo, CFO of Ferrovial, to outline the company’s infrastructure assets, from highways to airports, and where it sees the strongest growth opportunities. They unpack the financing behind JFK Terminal 1, why Ferrovial exited Heathrow, and how private equity is impacting the sector. Plus, they discuss the key drivers behind the company’s IPO on the U.S.-based Nasdaq.
00:00 Ferrovial CFO Ernesto López Mozo Joins
00:41 What Ferrovial does
01:30 Inside JFK Terminal One development
02:53 How major infrastructure projects get financed
04:04 Public vs private funding in infrastructure
05:04 Competing with private equity in infrastructure deals
05:36 Target returns and managing construction risk
06:13 Why Ferrovial sold its Heathrow stake
07:07 U.S. infrastructure boom and growth opportunities
08:14 Highways vs airports: where demand is strongest
09:07 The role of AI and data centers in infrastructure
10:20 Why Ferrovial isn’t going big on data centers
11:18 Competition for capital in infrastructure investing
12:03 Geographic focus: U.S. vs global expansion
12:58 Breaking down strong earnings growth
14:24 Capital structure and project-level debt strategy
16:12 Why Ferrovial listed on the Nasdaq
16:53 Impact of joining the Nasdaq-100
17:31 Who’s buying the stock: investor base breakdown
18:26 Attracting more U.S. investors
19:22 The future of transportation: autonomy and eVTOLs
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
For more go to https://www.afterearnings.com
Follow Us
X: https://twitter.com/AfterEarnings
TikTok: https://www.tiktok.com/@AfterEarnings
Instagram: https://www.instagram.com/afterearnings_/
Reach Out
Email: [email protected]
$FER

Ann Berry is joined by Sridhar Ramaswamy, CEO of Snowflake to discuss Project SnowWork, the company’s new platform that brings outcome-driven AI agents into enterprise workflows. They break down why constant innovation is critical as AI drives competition across the software industry. They also discuss Snowflake’s path to GAAP profitability, its M&A strategy, and how volatility is impacting compensation structures.

00:00 Snowflake CEO Sridhar Ramaswamy Joins
00:51 What Snowflake does (data cloud explained)
02:28 Customer base and how companies use Snowflake
04:37 Inside Snowflake’s workforce
06:13 SnowWork and the company’s AI push
08:47 Partnerships with OpenAI, Anthropic, and Google Cloud
11:02 Can AI companies replace traditional software?
13:35 Risks of LLMs learning from customer data
15:02 Snowflake’s M&A strategy and recent deals
16:16 What types of companies Snowflake wants to acquire
17:15 Competition for AI talent and hiring strategy
18:44 Paying founders: cash vs stock
19:36 Where future growth will come from
21:22 Pricing strategy and enterprise negotiations
23:13 Capital allocation: buybacks and acquisitions
25:17 Focus on GAAP profitability
26:18 Stock-based compensation and retaining talent

After Earnings is brought to you by Stakeholder Labs and Morning Brew.
For more go to https://www.afterearnings.com

Follow Us
X: https://twitter.com/AfterEarnings
TikTok: https://www.tiktok.com/@AfterEarnings
Instagram: https://www.instagram.com/afterearnings_/

Reach Out
Email: [email protected]
$SNOW

Ann Berry is joined by Charles Giancarlo, CEO and Chairman of Everpure, to discuss the company’s shift from data storage to data management in the AI era. They break down how companies are preparing their data for AI and the strategy behind Everpure’s rebrand from Pure Storage. They also discuss the rising demand for enterprise data infrastructure, the importance of investing in sales talent, and the supply-chain pressures driving up memory costs.

00:00 Everpure CEO Charles Giancarlo Joins

00:45 What EverPure actually does (data storage explained)

04:43 Customer base: enterprise vs mid-market

05:29 Shift from storage hardware to data software

05:59 Preparing enterprise data for AI use

08:29 Growth metrics and 2026 outlook

10:03 Why the company rebranded to Everpure

11:34 R&D investment and product focus areas

14:28 Rising sales and marketing spend

16:47 Hiring and competition for sales talent

18:39 Competitive landscape and positioning vs hyperscalers

20:30 Memory costs and supply chain challenges

22:27 Where semiconductor supply comes from

24:07 Stock performance and investor messaging

24:39 Long-term strategy vs short-term stock moves

26:27 Capital allocation: buybacks and acquisitions

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

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

Follow Us

X: https://twitter.com/AfterEarnings

TikTok: https://www.tiktok.com/@AfterEarnings

Instagram: https://www.instagram.com/afterearnings_/

Reach Out

Email: [email protected]

$PSTG

Ann Berry is joined by Zeta Global Co-founder & CEO David Steinberg to discuss how the company is using AI to transform digital marketing. Steinberg explains how Zeta’s platform helps enterprises acquire, retain and monetize customers, why the company invested in AI years before the recent boom and how it built its consumer data cloud. They also discuss the “software apocalypse” narrative weighing on SaaS stocks, Zeta’s push into connected TV advertising and how its new AI assistant Athena could further automate marketing decisions.

00:00 Zeta Global CEO David Steinberg Joins
01:00 What Zeta’s Marketing Platform Actually Does
03:14 Why Zeta Pivoted to AI in 2017
07:30 Building a Massive Consumer Data Cloud
08:34 How Zeta Uses Data to Target and Acquire Customers
10:02 The “Software Apocalypse” and Tech Stock Selloff
10:44 Zeta’s Growth: Revenue, Cash Flow, and Scale
12:06 Connected TV Advertising and Data Targeting
13:45 Why AI Won’t Replace Enterprise Software
17:46 Introducing Athena: Zeta’s AI Marketing Copilot
19:02 Automating Marketing Strategy with AI
21:06 The Path to $2.3B in Revenue
22:14 Pricing Power and Return on Ad Spend
26:03 M&A Strategy and Growth Through Acquisitions

After Earnings is brought to you by Stakeholder Labs and Morning Brew.
For more go to https://www.afterearnings.com

Follow Us
X: https://twitter.com/AfterEarnings
TikTok: https://www.tiktok.com/@AfterEarnings
Instagram: https://www.instagram.com/afterearnings_/

Reach Out
Email: [email protected]

$ZETA

Ann Berry is joined by Coursera CEO Greg Hart, to discuss where online education is headed, Coursera's position within a rapidly changing skills economy and what the company’s combination with Udemy means for learners, enterprises and creators. They explore how Coursera is using generative AI inside its products, along with the company’s broader approach to scale, monetization and long-term growth.

00:00 Coursera CEO Greg Hart Joins
01:12 Coursera’s Position in the Global Education Market
02:56 The Coursera–Udemy Combination Explained
05:15 Consumer vs. Enterprise Revenue Mix
06:31 Course Creation Speed & Academic vs. Creator Models
09:54 Partnerships with OpenAI, Google, and Microsoft
12:00 Monetization Strategy
15:30 M&A Strategy and Sector Consolidation
17:58 Stock Performance and Investor Sentiment
21:15 Generative AI in Learning and Course Creation
24:46 AI Policies and Human Instructors
26:45 Coursera as a Public Benefit Corporation (B Corp)
30:30 AI Inside the Company and Workforce Impact

After Earnings is brought to you by Stakeholder Labs and Morning Brew.
For more go to https://www.afterearnings.com

Follow Us
X: https://twitter.com/AfterEarnings
TikTok: https://www.tiktok.com/@AfterEarnings
Instagram: https://www.instagram.com/afterearnings_/

Reach Out
Email: [email protected]
$COUR

Ann Berry is joined by Dynex Capital Co-CEO Smriti Popenoe, who explains how mortgage REITs operate and how Dynex invests in agency mortgage-backed securities. Popenoe walks through the mechanics of leverage, interest-rate sensitivity and how those factors affect returns and dividends. They also discuss the Fed’s role in shaping financing costs, the function of Fannie Mae and Freddie Mac in the housing finance system and proposed limits on institutional ownership of residential real estate.

00:00 Dynex Capital Co-CEO Smriti Popenoe Joins

01:03 What Dynex Capital Does and How a Mortgage REIT Works

02:26 How Mortgages Are Sourced Through Fannie Mae and Freddie Mac

03:44 Government Guarantees, Credit Risk and Mortgage Securities

04:25 Could Fannie Mae and Freddie Mac Go Public? Potential Impacts

06:21 Due Diligence and Mortgage Selection at Dynex

06:41 Specified Pools and Managing Prepayment Risk

08:38 Mortgage Yields, Dividends, and Interest Rate Sensitivity

10:49 Leverage Strategy and Risk Management at Dynex

13:55 Competition in the Agency Mortgage REIT Market

15:53 Dynex’s Growth Strategy and Focus on Housing Finance

19:29 Institutional Ownership of Housing and Proposed Regulations

22:01 Portfolio Duration and Weighted Average Life of Mortgages

23:19 Why Dynex Uses a Co-CEO Structure

26:45 Decision-Making, Accountability, and Leadership Structure

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

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

Follow Us

X: https://twitter.com/AfterEarnings

TikTok: https://www.tiktok.com/@AfterEarnings

Instagram: https://www.instagram.com/afterearnings_/

Reach Out

Email: [email protected]

$DX

Ann Berry is joined by Gen CEO Vincent Pilette to break down Gen’s business model and growth strategy following its expansion beyond cybersecurity. The conversation covers how brands like Norton, Avast, LifeLock and MoneyLion fit together, how Gen thinks about consumer trust and how financial wellness is being integrated into its core security platform. Pilette also discusses customer adoption, global expansion and how the company evaluates future adjacencies and acquisitions.
00:00 – Gen CEO Vincent Pilette joins
00:41 – Gen’s four business pillars and operating segments
02:26 – Norton’s role in consumer cybersecurity
02:57 – Consumer vs. B2B2C growth strategy
04:15 – Customer journeys across Norton, LifeLock, and MoneyLion
05:07 – Platform integration and challenges with cross-selling
06:59 – Subscriber base and membership structure
07:58 – Global user scale across paid and free customers
08:21 – Financial wellness adoption and growth outlook
09:57 – Positioning Gen for consumers and investors
12:09 – Trust-based solutions
13:33 – Strategic priorities and future expansion areas
17:11 – Customer demand for blockchain-based solutions
18:16 – Geographic mix and international growth strategy
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
For more go to https://www.afterearnings.com
Follow Us
X: https://twitter.com/AfterEarnings
TikTok: https://www.tiktok.com/@AfterEarnings
Instagram: https://www.instagram.com/afterearnings_/
Reach Out
Email: [email protected]
$GEN

Ann Berry is joined in-studio by CLEAR's CEO Caryn Seidman Becker They review the company’s latest quarter, the rollout of eGates and how the company is preparing for global expansion. Caryn shares what’s driving CLEAR’s growth across travel and enterprise, why healthcare is a major unlock and the ways digital identity is becoming a core layer of modern life.

Highlights include: CLEAR's origin story and buyout from bankruptcy plus how the company navigated this fall's government shutdown.

00:00 — Caryn Seidman Becker Joins

00:53 — What’s Powering Clear’s Momentum

01:49 — eGates, CapEx & Free Cash Flow

02:13 — Airport Footprint & Expansion Plans

04:36 — Fixing Wait Times & Member Experience

06:07 — Travel During the Shutdown

07:23 — Signing Documents With Your Face

09:05 — DeepFakes & Identity Security

10:56 — Government Tech & Verification

11:19 — CLEAR in Entertainment & Events

13:21 — Cybersecurity & Holding Less Data

14:16 — Healthcare & “Killing the Clipboard”

18:49 — Global Travelers & Compliance

19:44 — Clear’s Origin Story

23:59 — Stock Price, Buybacks & Free Cash Flow

25:44 — M&A Outlook

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

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

Follow Us

X: https://twitter.com/AfterEarnings

TikTok: https://www.tiktok.com/@AfterEarnings

Instagram: https://www.instagram.com/afterearnings_/

Reach Out

Email: [email protected]

$YOU

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

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