After Earnings

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

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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

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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

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Katie Perry spoke with Smriti Popenoe, co-CEO, President, and Chief Investment Officer of Dynex Capital, about the company’s success, including surpassing a billion dollars in equity value and maintaining a dividend yield of over 12.5%. Smriti explained the basics of REITs, differentiated between equity and mortgage REITs, and highlighted Dynex's unique position. She also covered potential Fed rate cuts and the importance of yield in portfolios. Additionally, Smriti shared insights on leadership values, the benefits of the co-CEO structure, and the significance of doing good to drive performance.

$DX

00:00 START

02:10 Understanding REITs and Dynex's Role

11:38 Lessons from the 2008 Financial Crisis

15:04 Preparing for Policy Changes

23:48 Capital Raise and Demand

25:47 Impact of Fed Rate Cuts

28:52 Business Philosophy: Do Well and Do Good

32:14 The Co-CEO Dynamic

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This episode was recorded before the 7/31/2024 Federal Open Market Committee. 

Austin Hankwitz and Katie Perry sit down with Mike Happe, CEO of Winnebago Industries, to discuss the company's evolution from iconic RV manufacturer to a diversified outdoor recreation leader. Mike shares anecdotes about his cross-country trips during COVID, the development of electric boats, and the company's strategic focus on premium innovation. The conversation delves into Winnebago's market share, recent acquisitions like Lithionics Battery, and the impact of macroeconomic trends. Mike's leadership philosophy and commitment to outdoor experiences round out an insightful episode.

$WGO

00:00 START 

01:03 Winnebago's Transformation and Diversification

06:44 The North Star and Target Customer Shift

10:51 Impact of COVID-19 on Outdoor Recreation

15:30 Electrification and Lithium Battery Acquisition

20:13 Economic Challenges and Dealer Relationships

27:29 Dealer's Perspective and Company Revenue Breakdown

28:14 Earnings Call Insights and Resilience Metrics

31:35 Brand Recognition and Market Strategy

34:47 Revenue Portfolio and Future Targets

40:17 Leadership and Entrepreneurial Recognition

44:22 Personal Connection to the Outdoors

47:02 Final Thoughts and Team Acknowledgment

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Austin Hankwitz and Katie Perry spoke with e.l.f. Cosmetics CEO Tarang Amin about the company's impressive stock performance and innovative marketing strategies. They dive into e.l.f.'s history, expansion into skincare, and commitment to affordability and quality. The episode highlights the company's diversity initiatives, inclusive culture, and strategic use of data, concluding with Tarang sharing his entrepreneurial roots and core business lessons. (P.S. You will learn all about Austin's skincare routine.)

$ELF

00:00 START

01:07 The Rise of e.l.f. Cosmetics

03:47 Balancing Quality and Affordability

05:17 Influencer and Community Engagement

09:18 Innovative Marketing Strategies

18:35 Retail Expansion and Future Growth

20:16 Proactive SKU Management

21:06 Notorium Acquisition and Expansion

23:18 Skincare Routines and Product Recommendations

25:54 Leveraging Data for Business Strategy

28:40 Board Diversity and Corporate Values

35:41 Entrepreneurial Lessons from Immigrant Roots

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Katie Perry and Austin Hankwitz interview Chris Hulls, CEO of Life360, an app for family location tracking. Chris discusses the company's strategies, including a successful TikTok campaign with 7 billion views, and their monetization approach, where only 13% of users are paid subscribers. He emphasizes Life360's core values, security measures, and plans for expanding services to seniors. Chris shares insights on his leadership style, influenced by his military background, and how he turned a teen-led campaign against the app into a successful engagement strategy. The episode concludes with plans to extend Life360's services to aging parents, showing the app's broad future potential.

$LIF 

00:00 START

01:20 Meet Chris Hulls, CEO of Life360

02:33 The Origin of Life360

05:13 Life360's IPO Journey

10:31 Data Privacy and Security at Life360

14:43 Monetization and User Data

21:50 Future Plans and User Benefits

23:41 Free vs. Paid Services

24:10 Family Safety Features

24:49 Expanding User Base

26:56 Senior Care Solutions

31:15 Leadership and Core Values

33:17 TikTok and Teen Engagement

39:23 Military Influence on Leadership

42:02 Final Thoughts and Reflections

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In this episode, hosts Katie Perry and Austin Hankwitz interview Vishal Garg, the CEO of Better.com. The conversation delves into how Better.com is revolutionizing the mortgage industry by leveraging technology to streamline processes and reduce costs. Vishal emphasizes the company's mission to make homeownership accessible to a broader audience while focusing strongly on customer experience. The discussion also covers the challenges faced in a volatile market, their approach to regulatory compliance, and the company's future direction.

$BETR

00:00 START

02:24 Value Proposition Overview - Vishal explains how Better.com offers a more efficient mortgage process.

06:45 Innovative Tech Integration - Discussion on the technological advancements Better.com uses to improve services.

10:05 Mission and Vision for Inclusivity - Highlighting the company's goals to broaden homeownership access.

15:35 Resilience and Market Strategy - Insights into Better.com’s strategies for handling market fluctuations.

20:55 Focus on Customer Experience - Emphasizing the company's commitment to customer satisfaction.

25:14 Future Growth Plans - Vishal outlines what's next for Better.com regarding expansion and innovation.

30:45 Navigating Regulatory Challenges - Addressing how Better.com manages compliance with evolving regulations.

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

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In this episode of After Earnings, the hosts sit down with Brett Schulman, co-founder and CEO of the fast-growing restaurant chain Cava. They discuss Cava's journey from its founding to going public, emphasizing the strategic preparations and robust growth leading to its successful IPO. Brett shares insights on the company's focus on digital transformation, leveraging data, and maintaining strong in-store and digital customer experiences. Additionally, the conversation highlights Cava's commitment to employee development and the impact of its Mediterranean-inspired food on the American dining landscape.

$CAVA

00:00 START

01:15 Interview with Brett Schulman, cofounder and CEO of CAVA

02:25 The Love Button for Employees

03:22 The Origins and Growth of Cava

05:15 Retail Strategy and Digital Transformation

08:55 Navigating the IPO Process

14:12 Maintaining Growth and Profitability

23:45 Employee Engagement and Stock Rewards

25:50 New Menu Items and Market Expansion

30:31 Data-Driven Decisions and Future Plans

40:54 Conclusion and Reflections

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

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On this episode of After Earnings hosts Austin Hankwitz and Katie Perry explore Visional CEO and founder Swimmy Minami’s journey and the rise of his company. They discuss Visional's use of AI in HR, its recent IPO on the Tokyo Stock Exchange, and the differences between the Japanese and U.S. job markets. Swimmy also talks about Visional's plans for cybersecurity and other growth areas, his recent accolade from EY as World Entrepreneur of the Year, and his involvement with the Yankees.

EY World Entrepreneur of the Year 2024: https://www.ey.com/en_gl/weoy/class-of-2024

TSE:4194

00:00 START

00:12 Meet Swimmy Minami: Tech Entrepreneur and Yankees Owner

01:06 Visional: The Japanese LinkedIn

02:23 AI and Human Capital Management

09:08 Listing on the Tokyo Stock Exchange

11:24 Retail Investing in Japan vs. the U.S.

12:47 Revenue Growth and Market Trends

19:27 Future Innovations and Cybersecurity

23:00 EY World Entrepreneur of the Year

27:46 Swimmy's Role with the New York Yankees

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

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