After Earnings

On the latest episode of After Earnings, CAVA CEO Brett Schulman joins Ann Berry to discuss how he is taking on his fast casual rivals with AI, format flexibility and bold flavors.

Highlights include:
• Why Schulman believes Mediterranean is the next major fast casual wave.
• How CAVA tailors store formats and incorporates AI to keep restaurants efficient and reduce food waste.
• How CAVA’s vertical integration and long-term supply chain investments have kept down prices.

00:00 Brett Schulman Joins
01:09 What CAVA does differently
02:39 The rise of mediterranean
05:44 Flexible restaurant format
14:01 Restaurant automation
18:51 Avenues for growth
21:22 Would CAVA add breakfast?
23:00 Most surprising CAVA location

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$CAVA

On the latest episode of After Earnings, we spoke with Okta CEO Todd McKinnon about how his company aims to become the one-stop shop for digital ID across all businesses and applications.

Highlights include:

• How Okta is working toward a password-free future.

• Why - when it comes to security - Okta sees itself as the superior choice versus Microsoft every time.

• How Okta is responding to the emerging security threats posed by AI and quantum computing.

00:00 START

01:30 Okta vs. Microsoft on security

04:10 Selling to both developers and IT teams

08:34 The future of identity verification

12:55 Security challenges posed by quantum computing

17:40 Developing standards for AI security

19:31 Okta's strong earnings and the market's response

$OKTA

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On the latest episode of After Earnings, we spoke with Lyft CEO David Risher about designing Lyft Silver for older adults who have been left out of the rideshare boom, how the company is turning its app into a $100 million advertising platform, and what it will take to balance a future of autonomous vehicles with the human touch that keeps rides personal.
$LYFT

00:00 START
01:21 Lyft Silver: Targeting Older Adults
06:01 Commute Rides and Price Lock
10:26 Expansion through Acquisitions
14:22 Lyft Media and In-App Advertising
17:25 AI and Autonomous Rides

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On the latest episode of After Earnings, we spoke with Roblox founder and CEO David Baszucki about why gaming is becoming an always-on digital marketplace, how AI is accelerating the work of Roblox creators, and what it’ll take to grow the platform’s share of global gaming spend from 3% to 10%.

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On the latest episode of After Earnings, we spoke with Hasbro CFO and COO Gina Goetter about how the company is navigating tariff pressure, why 60% of toy sales now come from adults, and how Hasbro's billion-dollar Magic: The Gathering franchise is driving growth. $HAS

01:03 Tariff Impact on the Toy Industry

02:42 Hasbro's ""Playing to Win"" Strategy

07:10 The Rise of the Kid-Adult Market

09:58 Entertainment and Licensing Ventures

13:11 Wizards of the Coast and Digital Gaming

16:52 Community Engagement and Brand Fandom

23:12 Rapid Fire Questions and Conclusion

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On the latest episode of After Earnings, we spoke with Rigetti CEO Dr. Subodh Kulkarni about quantum science and its applications today. He talked about how Rigetti tries to compete with the quantum computing R&D budgets of Big Tech players, the company's push towards a 100-qubit processor, and the promise of new breakthroughs. $RGTI

00:00 Comparing quantum computers with the human brain

02:15 Qubits versus bits in quantum computing

04:30 The challenges of scaling quantum hardware

06:45 How Rigetti plans to reach 100+ qubits

09:05 The race against Big Tech in quantum development

11:20 Real-world applications of quantum computing

14:10 Why commercialization still faces hurdles

17:00 Rigetti’s vision for the future of quantum computers

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On this episode of After Earnings, Ann Berry sits down with Grab CFO Peter Oey. Grab is a leading super app in Southeast Asia, offering everything from ride-hailing to food delivery, grocery services, and digital payments. The company went public via a $40B SPAC in 2021, but its stock has since dropped 64% as it works toward profitability. Still, growth hasn’t slowed; revenue rose 19% in 2024, and its digital bank, GXS, now holds $1.2 billion in deposits. We spoke with Peter about whether super apps can become profitable, and why Southeast Asia is worth watching.

$GRAB

00:15 What a super app is and why the U.S. doesn’t have one (yet)

02:35 How 44M users rely on Grab daily for rides, food, and more

05:05 Why Grab spends big on incentives to grow new features

08:20 Grab’s path to sustained profitability and cash flow

09:46 How AI powers voice orders, merchant bots, and driver copilots

13:40 Using data to personalize ads and credit score users

15:15 Grab’s growth playbook: more cities, more services, more users

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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.

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

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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

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

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