After Earnings (from Morning Brew ☕️)
@AfterEarnings • 2,073 subscribers
The show from @morningbrew and @stakeholderlabs that connects the modern investor with the executives and decision-makers who are shaping the markets.
Videos
On this episode of After Earnings, Ann Berry speaks with Stephanie Guild, CFA, Chief Investment Officer at Robinhood, about how the company is expanding beyond active trading into broader wealth management. Guild explains how Robinhood Strategies works and how it aims to help retail investors build long-term portfolios. She also shares her perspective on tokenized assets along with thoughts on prediction markets, retail investor behavior, international growth, and whether today's market shows signs of a bubble. $HOOD
After Earnings (from Morning Brew ☕️)11,755 Aufrufe • vor 7 Monaten
On this episode of After Earnings, Ann Berry sits down with Mandy Fields, Chief Financial Officer of e.l.f. Cosmetics to unpack how the company balances celebrity-led brands, marketing spend and the business realities of tariffs, pricing and growth. $ELF
After Earnings (from Morning Brew ☕️)10,913 Aufrufe • vor 8 Monaten
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. • Okta's response to the emerging security threats posed by AI and quantum computing. YouTube: Spotify: Apple: $OKTA
After Earnings (from Morning Brew ☕️)13,950 Aufrufe • vor 1 Jahr
On the latest episode of After Earnings, Ann Berry sits down with Amrita Ahuja, the CFO and COO of Block, to break down the company's recent performance and how it's leveraging its multiple brands to drive long-term growth. The conversation explores Block's capital allocation strategy, AI-powered underwriting and how each of its businesses from Cash App and Square to Afterpay aims to expand financial access. $XYZ
After Earnings (from Morning Brew ☕️)11,178 Aufrufe • vor 9 Monaten
On the latest episode of After Earnings, CAVA CEO Brett Schulman joins Ann Berry to discuss how the company is taking on 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 prices down. $CAVA YouTube: Spotify: Apple:
After Earnings (from Morning Brew ☕️)13,330 Aufrufe • vor 1 Jahr
On this episode of After Earnings, Ann Berry sits down with Adobe CFO Dan Durn. 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....but the market is questioning whether $125 million in revenue from AI-powered tools is enough, as Adobe's stock remains down more than 22 percent over the past year. Highlights from the conversation include: • Training models while keeping users IP safe • Competing against cheaper competition • Expanding market reach beyond innovation YouTube: Apple: Spotify:
After Earnings (from Morning Brew ☕️)14,674 Aufrufe • vor 1 Jahr
On the latest episode of After Earnings, we spoke with Lyft CEO David Risher about how the company is reinventing ridesharing for new customer segments, expanding into global markets, and building an AI-powered platform for both riders and drivers. Highlights include: • Why Lyft Silver is designed to meet the needs of older adults • How Lyft Media is becoming a $100 million advertising business • The future of autonomous rides and what we lose without human connection YouTube: Spotify: Apple: $LYFT
After Earnings (from Morning Brew ☕️)12,601 Aufrufe • vor 1 Jahr
.Lyft CEO David Risher says in-ride attention is the next frontier for advertising. With riders spending up to 20 minutes in-app, the company is building a $100 million ad business by targeting them in motion. $LYFT Watch the full episode:
After Earnings (from Morning Brew ☕️)12,513 Aufrufe • vor 1 Jahr
Calling all investors: Has Southeast Asia been on your radar? With a $200 billion digital economy and growing investment from major tech companies, CFO Peter Oey believes the region holds untapped potential for platforms like the super app Grab. $GRAB Watch the full episode:
After Earnings (from Morning Brew ☕️)12,514 Aufrufe • vor 1 Jahr
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