After Earnings

On the latest After Earnings, AT&T CFO Pascal Desroches joins Ann Berry to unpack the company’s strategy, investments, and competitive landscape. They dive into AT&T’s $22 billion fiber push, its plan to connect 80% of U.S. homes by 2030, and how it’s streamlining operations to focus on core telecom services. $T

00:00 START

00:45 Core Business Lines: Mobile and Fiber Services

01:34 Recent Earnings and Performance

02:05 Enterprise Services and Challenges

05:40 Spectrum Acquisitions and Satellite Communications

09:15 Investments in Fiber and Wireless

16:55 Political and Regulatory Impacts

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Chipotle's ($CMG) stock is up 70% in two years, making it the third-largest U.S. restaurant chain by market value, nearing $80 billion. In 2024, revenue rose 14.6% to $11.3 billion, with slightly improved operating margins. However, investors expected a stronger 2025 outlook than the company's projected low-to-mid single-digit growth in same-store sales. CFO Adam Rymer spoke with Ann Berry about Chipotle's success, highlighting its Cultivate Next Fund venture arm, Chipotlanes for mobile order pickups, and the brand’s reputation for generous portions. $CMG

00:00 START

02:13 The Rise of “Chipotlanes”

06:47 Portion Sizes and Value Proposition

08:39 Impact of Mobile Ordering

11:01 Seasonal Trends and International Expansion

14:31 Ownership Model

17:42 Rapid Fire Questions

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With the CHIPS Act, rocketship growth in AI and a long trend of automation, companies like Synopsys ($SNPS) are getting unprecedented investor attention. On the latest episode of After Earnings, CFO Shelagh Glaser joined Ann Berry to discuss:

• Source of record revenue growth to $6B in 2024

• The $35B acquisition of $ANSS + partnerships with $NVDA, $AMZN, and $TSM

• Executing on AI-driven growth in 2025

$SNPS

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The cruise industry is booming, with 37 million passengers expected this year. Royal Caribbean Group, one of the world's largest cruise operators, with 66 ships visiting ~1,000 destinations, saw its stock surge after reporting strong 2024 earnings growth and record new bookings. Ann Berry spoke with CFO Naftali Holtz to break down why - and to address public perception of the sector's impact on the environment.

$RCL

00:00 START

01:24 Appeal to Younger Generations

03:16 Environmental and Sustainability Efforts

07:30 Expansion into River Cruises

09:46 Loyalty Programs and Digital Innovations

15:09 Private Destinations and Land-Based Ventures

17:59 Financial Strategy and Future Outlook

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The food industry has seen a surge in plant-based and lab-grown alternatives, with Beyond Meat going public in 2019 and Oatly following in 2021. Pat Brown founded Impossible Foods in 2011. Despite the recent challenges faced by Beyond Meat and Oatly, Pat remains committed to his mission, now focusing on tackling climate change and reducing carbon emissions.

00:00 START

00:24 The Rise and Challenges of Impossible Foods

04:53 The Wild Hope Mission Impossible Documentary

07:15 Debates on the Healthiness of Meat Replacement Burger Patties

10:11 Lab-Grown Meat: Hype or Hope?

14:45 Affordability of Meat Alternatives

19:35 Will New US Public Policies Support Farmers in Transitioning to Sustainable Cattle Farming?

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On this episode of After Earnings, Ann Berry chats with Ryan McCurdy, President of North America at Lenovo. Ryan, who joined Lenovo in September 2023 after over 20 years at Intel, discusses how the company's new marketing partnerships with FIFA, F1, and celebrity endorsements, including Paris Hilton, have boosted brand awareness. He also shares his insights on the PC replacement cycle, Lenovo's strategies for growth, and more.

$LNVGY

00:00 START

04:46 Brand Awareness and Technology Showcases

08:28 Smartphone Market Growth and AI Features

13:13 AI Integration in Sales and Marketing

16:48 Infrastructure Solutions and AI Partnerships

21:02 IT Services

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Lemonade, founded in 2015, has harnessed AI to revolutionize insurance products and operations. CEO Daniel Schreiber joins host Ann Berry to share his vision for growing the business 10x. They dive into AI’s role in expanding into auto insurance, the use of “synthetic agents” to drive cash flow with General Catalyst, and the psychology behind insurance fraud.

$LMND

00:27 Lemonade’s Business Model and Growth

00:51 Financial Performance and Market Challenges

02:18 Deep Dive into Auto Insurance

04:20 AI and Telematics in Car Insurance

07:29 AI in Customer Acquisition and Retention

11:33 Synthetic Agents and Financial Strategy

24:16 Philanthropy and Social Impact

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This week, Ann sits down with Roku CFO Dan Jedda to discuss the company’s content strategy, growth in ad revenue, and new products designed for small and medium-sized business clients. The episode explores whether TVs will ever be profitable for Roku, the role of ads in Roku City, and how partnerships with Instacart and Trade Desk are shaping the company’s future.

$ROKU

00:00 START

00:33 Roku’s Revenue Streams

02:02 Roku’s Advertising Strategy

05:17 Financial Performance and Future Growth

10:30 Ad Partnerships and Innovations

14:12 Targeting SMB

18:54 Roku’s Competitive Advantage and Moat

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In this episode, Salesforce founder and CEO Marc Benioff sits down with Ann Berry to discuss the company's growing Agentforce product, valuations in the AI sector today and Salesforce's track record in start up investing. Ann also asks Marc if we will see him working with Elon Musk on DOGE, and whether Twitter / X is an asset he wished he'd bought.

$CRM

0:00 START

01:54 The Impact of AgentForce

03:04 AI Bubble and Market Valuations

06:00 AgentForce in Action: Heathrow Airport

07:51 AgentForce vs. Microsoft's CoPilot

09:17 Balancing Human and Digital Workforce

11:47 Government Applications of AgentForce

13:01 Mark Benioff on Public Service and Politics

19:44 Salesforce's Acquisition Strategy

22:37 RTO and Leadership

24:08 Succession Planning at Salesforce

26:43 AI Startups and Industry Leaders

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In this episode of After Earnings, Ann speaks with Upstart CEO and co-founder Dave Girouard about how the company uses AI to assess creditworthiness. Dave shares insights on the limitations of FICO scores, Upstart’s data points, recent earnings, and growth strategies.

$UPST

00:00 Start

00:25 Limitations of FICO Scores

00:50 New Approaches by Fintech Companies

01:42 Upstart’s Credit Assessment

02:22 AI and Creditworthiness

05:10 Addressing Bias in Credit Access

06:22 Upstart’s Macroeconomic Insights

09:06 Challenges with Buy Now, Pay Later

10:11 Upstart’s Business Model and Partnerships

13:28 Recent Earnings and Market Reactions

25:13 Future Growth and AI in Lending

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

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