After Earnings

In this episode of 'After Earnings', Katie Perry and Austin Hankwitz interview Eliran Glazer, CFO of monday.com. Founded in 2012, monday.com helps businesses create no-code workflow tools and went public in 2021. Eliran discusses balancing user types, AI integration, sustainable growth, managing headcount, their Super Bowl ad, and future cash flow plans. The conversation also covers IPO preparation, investor relations, and long-term growth strategies.

$MNDY

00:00 START

00:54 Understanding Monday.com's Unique Business Model

01:51 The Story Behind Monday.com

04:03 Monday.com's Diverse Customer Base

08:21 AI Integration in Monday.com

11:53 Growth Strategies and Financial Discipline

20:14 Super Bowl Ad Experiment

22:06 Earnings Results and Future Plans

25:37 Exploring the Seed-Based Business Model

26:35 Future Pricing Models and AI Integration

27:33 Free Cash Flow and Margin Expansion

30:30 Investment Strategies and Market Expansion

31:46 Acquisition Plans and Complementary Technologies

35:23 Preparing for IPO and Financial Systems Overhaul

40:09 Transitioning to a Public Company

44:43 Final Thoughts and Reflections

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In this episode of After Earnings, Austin Hankwitz speaks with Affirm CFO Michael Linford, exploring the company's innovative financial products, focusing on the Buy Now Pay Later space, and its commitment to consumer financial health. The discussion highlights Affirm's strategic partnerships, revenue streams, and response to competitive challenges, as well as its approach to leveraging AI for customer service enhancement. Linford also shares his personal journey to Affirm, underscoring the company's passion for offering transparent, flexible financial solutions that align with consumer success.

$AFRM

00:00 Welcome to After Earnings: Unveiling Affirm's Financial Innovations

01:00 Breaking Down Affirm's Mission and Business Model

01:37 Affirm's Approach to Consumer Credit and Financial Health

04:32 The Affirm Card: A New Era of Financial Flexibility

06:01 Decoding Affirm's Revenue Streams and Financial Health

11:35 Earnings Highlights: Affirm's Remarkable Quarter

18:58 The Affirm and Shopify Partnership: A Deep Dive

25:12 Addressing the Bloomberg Article on BNPL Debts

31:22 Debunking Myths Around Delinquencies and Credit Behavior

32:33 The Power of Controlled Spending with Affirm

35:44 Affirm's Approach to Credit Reporting and Future Plans

38:23 Navigating the High Interest Rate Environment

43:32 Leveraging AI for Customer Service and Business Efficiency

50:09 Competitive Landscape and Consumer-Centric Strategy

55:24 Personal Journey to Affirm and Career Reflections

59:59 Key Takeaways and Closing Thoughts

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In this episode of After Earnings, Katie Perry and Austin Hankwitz sit down with ServiceNow CFO Gina Mastantuono. ServiceNow, a cloud-based workflow automation platform, enables enterprise organizations to improve operational efficiencies by streamlining and automating routine work tasks. Together, they discuss the company's impressive Q1 earnings, advancements in GenAI technology, and the importance of workplace cultural transparency that led them to being ranked #3 by Glassdoor as "Best Places to Work in 2024".

$NOW

TIMESTAMPS

00:00 START 

00:07 Spotlight on ServiceNow: A Deep Dive with CFO Gina Mastantuno

00:39 ServiceNow's Impressive Journey and Q1 Earnings Insights

00:49 Exploring ServiceNow's Culture and Massive Interest in Employment

02:22 The Evolution and Impact of ServiceNow's Platform

05:38 ServiceNow's Strategic Expansion and Customer-Centric Approach

07:42 Generative AI at ServiceNow: Early Adoption and Future Prospects

13:07 Earnings Highlights and the Future of Gen AI

18:23 Investor Day Preview and ServiceNow's Growth Strategy

21:33 Navigating the Competitive Landscape and Partner Ecosystem

25:29 Leadership and Culture: The Pillars of ServiceNow's Success

33:40 Wrapping Up: Reflections and Looking Ahead

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In this episode, hosts Katie Perry and Austin Hankwitz explore atai Life Sciences with Founder and Chairman Christian Angermayer, covering its mission and the rise of mental health issues. Together, they discuss the current state of psychedelic regulation, atai’s drug development phases, how retail investors should approach Atai post-product launch, and the company’s go-to-market strategy.

$ATAI

00:00:00 START

00:01:20 What is atai Life Sciences?

00:08:55 The prevailing theory on the rapid rise of mental health issues

00:15:50 Regulatory bodies’ openness to collaborating with atai

00:17:58 The current state of the regulation process for psychedelics

00:19:17 Phases of drug development and where atai currently is

00:24:00 How retail investors should be thinking about atai once the products go live

00:27:10 atai’s go-to-market strategy

00:32:09 Current world leader who should have the psychedelic experience

00:35:28 What retail investors should be looking at in atai’s earnings

00:40:13 Longevity and anti-aging effects of psychedelics

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In this episode of the After Earnings podcast, host Katie Perry sat down with LoveSac CEO Shawn David Nelson to discuss LoveSac's success as a modular couch company whose products are designed to adapt and grow with users. They emphasize LoveSac's unique approach in researching target demographics and operating like a consumer packaged goods brand. They also break down the company’s partnerships with Best Buy, online sales strategies, upcoming innovations, lessons from store openings, future plans for LoveSac, and more.

TIMESTAMPS 

00:00 Start

01:05 The story of LoveSac

03:06 The power of reputation and a product that grows with you

04:56 The modular couch and a product designed for life

07:31 What separates Lovesac: research, understanding, and operating like a CPG brand

09:14 The target demographics

13:12 Highlighting earnings success and what’s changed

15:02 How the name for LoveSac came about

20:08 Taking on online sales and going through cycles

22:36 Partnerships with Best Buy and the sell tech behind it

25:49 New innovations coming down the line

31:04 His book: Let Me Save You 25 Years

33:05 How a big lesson learned to opening their own store

34:57 What’s next for LoveSac

$LOVE 

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In this episode, host Katie Perry sat down with Kura Sushi USA’s Chief Financial Officer Jeff Uttz to explore how Kura Sushi is revolutionizing the sushi experience through partnerships and innovation. From gamifying the dining experience to sourcing sushi globally and Americanizing the menu, Kura is making waves in the industry. The discussion also touches on the growth of sushi in the US, the importance of quality in dining, and the company's plans for expansion. 

TIMESTAMPS:

00:00:00 Start

00:02:18 Gamifying the sushi experience with Spy Family and Dragon Ball partnerships

00:06:09 The growth of sushi in the US and sushi going mainstream

00:07:41 “Eatertainment”, Kirbi the roboserver, and quality

00:08:53 The Doordash partnership

00:10:52 Opening 10 restaurants in the fiscal year

00:14:51 Explanation of white space

00:16:36 Where does Kura fit in the sushi landscape

00:20:59 Sourcing sushi from all over the world and super freezing for freshness

00:23:53 Americanizing the menu, rolls, and operations

00:25:51 The loyalty program members and the new app gathering data

00:31:02 Being an executive in the restaurant industry and permitting

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In this episode of the After Earnings podcast, Katie Perry and Austin Hankwitz interview Daniel Barel, co-founder and CEO of REE Automotive, discussing the company's innovative approach to modernizing the commercial vehicle industry. They delve into REE Automotive's focus on building modular commercial EV systems, challenges in transitioning dealers and fleets to electric trucks, and the importance of clear communication with investors. Daniel highlights the company's three-year plan to generate a billion in sales by 2026, emphasizing responsible financial management and transparency in operations.

$REE

00:00:00 Start

00:06:41 Nuances between commercial and passenger EVs in the midsize truck industry

00:10:23 Importance of battery technology and charging infrastructure for controlled routes in the commercial EV industry

00:15:17 Challenges and strategies in converting customers to adopt commercial EVs through sales demos

00:19:21 Comparing service requirements for commercial EVs vs. traditional vehicles

00:27:38 Securing working capital amid macroeconomic uncertainty

00:31:21 Demystifying business nuances for investors as the CEO

00:39:02 Daily driver preferences and driving experiences

00:43:23 The distinct role of commercial EVs in last-mile delivery services

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Braze CEO Bill Magnuson talked with hosts Austin and Katie about how major companies use their product, being ahead of the AI curve, and the tools clients usually consolidate when they switch to Braze. Bill also shared insights on growing the company and staying profitable, along with his journey from co-founder and CTO to CEO before going public.

$BRZE

00:01:21 - The state of marketing 

00:06:09 - Why they built the company in 2011 and how the landscape changed 

00:10:27 - How big names are using Braze 

00:18:05 - Landing an 8 figure customer and “hunting and farming” 

00:21:41 - What tools companies consolidate when they move to Braze  

00:26:35 - Why costs differs across platforms 

00:30:02 - Scaling at Braze and profitability 

00:35:23 - Being a startup founder CTO turned public company CEO 

00:38:46 - Using AI for the last decade and the rise of GenAI 

00:49:59 - Steering clear of political campaigns

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In this episode of After Earnings, hosts Katie Perry and Austin Hankwitz sit with Peter Cannito, CEO of Redwire, to talk about their strategic positioning and potential impact on the space industry. Peter breaks down the company's role in driving growth and innovation through partnerships like Eli Lilly for microgravity drug research, as well as the bidding process, security clearances, and the importance of space exploration.

$RDW 

TIMESTAMPS:

00:00:00 START

00:03:02 Where Redwire lies in the space value chain

00:06:06 Redwire’s Q4 national security revenue

00:10:23 On space race and moon dominance

00:15:01 The outlook for drug development in space

00:24:52 Drivers for profitable growth rate

00:31:17 The dynamics of space industry revenues

00:35:09 The bidding process

00:48:08 Aliens: Are they real or not real?

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Hosts Katie Perry and Austin Hankwitz sat with Celsius CEO John Fieldly in the latest episode of After Earnings. Together, they discussed Celsius's success in building a strong brand identity, expanding market share, and leveraging data analytics to connect with consumers and drive company growth. John emphasized the impact of PepsiCo's $550M investment, product innovation, and aligning with influencers and brands like Jake Paul and Inter Miami.

$CELH

00:00:00 START

00:03:11 Celsius’ growth story

00:06:26 Selecting which sports brands and personalities to partner with

00:10:56 How Celsius was able to capitalize on the “living fit” trend successfully

00:13:02 The process of product development 

00:17:00 Growth levers from Pepsi’s $550M investment

00:23:45 Pricing strategy for entering new markets

00:26:10 Stepping in as Celsius’ new CEO

00:33:04 Deepening the relationship with retail investors

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