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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.
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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
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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
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The pet industry is growing fast and could reach a global market size of half a trillion dollars by 2032. This episode looks at why people bought more pets during COVID, the trend of treating pets like family, and key public companies in the pet space, like Zoetis. Zoetis Executive Vice President and CFO Wetteny Joseph shares how the company works in both companion and production animal health. He talks about their top products, research investments, use of AI, and strong financial results. Despite challenges, Zoetis keeps pushing for innovation and profit in animal health.
$ZTS
00:00 START
00:26 The Rise of Zoetis in Animal Health
02:10 Zoetis' Focus on Companion Animals
03:21 Innovations in Pet Care Products
05:06 Challenges and Opportunities in Pet Health
09:06 Zoetis' Livestock Business Insights
14:02 Global Market Trends and R&D Priorities
17:41 The Role of AI in Animal Health
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In this episode of After Earnings, Airbnb’s Chief Business Officer and Former CFO, Dave Stephenson, spoke with Katie and Ann to discuss the company’s unique differentiation strategies, including exclusive listings and a co-host marketplace. He highlights innovative marketing initiatives, a shift from search engine reliance, and the company’s global expansion efforts. Amid regulatory and market challenges, Airbnb celebrates significant growth in rural areas and extended stays, showcasing its value against traditional hotels and marking a milestone of over two billion guest arrivals worldwide.
$ABNB
00:00 START
01:25 Airbnb’s Differentiation Strategy
02:36 Winter Release and Co-Host Marketplace
06:20 Unique Listings and Marketing Strategy
09:52 The Power of Brand Marketing
10:35 Airbnb’s Impact on Major Events
12:14 Navigating Regulatory Challenges
13:48 International Expansion and Market Trends
18:51 Leadership Insights and Future Outlook
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In this episode of After Earnings, Katie Perry and Ann Berry talk with Blake Grayson, CFO of Docusign, about the company's shift from e-signatures to intelligent agreement management. Grayson discusses Docusign's new IAM platform, AI-focused acquisitions like Lexion, and global expansion plans. He also shares insights on financial performance, growth strategies, and how Docusign plans to innovate with its 1.6 million customers. Grayson wraps up by reflecting on his 11 years at Amazon.
$DOCU
00:00 START
01:04 Docusign's Evolution and Vision
02:35 Intelligent Agreement Management Platform
08:10 Go-to-Market Strategy and Competitive Landscape
12:56 Recent Acquisition and AI Integration
20:27 Financial Performance and Market Perception
28:50 Blake Grayson's Career Journey
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In this episode of After Earnings, COO & CFO of Affirm Michael Linford sits down with Katie to reflect on the outstanding Q2 performance for the popular Buy Now, Pay Later company. Linford shares the secret sauce that contributes to Affirm’s rapid growth and areas of opportunities to seize, such as key partnerships with Amazon and Apple. Also, some insight to why Affirm is considered one of the more popular methods of payment for Gen Z and where Affirm fits in the trend of AI.
00:00 - Welcome Affirm COO & CFO Michael Linford
02:00 - Secrets to Affirm’s ‘killer’ Q2 earnings
05:30 - Effects of the Fed’s rate cut on consumer demand
09:10 - Why Gen Z leans on Affirm for their purchases
11:40 - What Affirm does better than its competitors
14:30 - Are there plans to leverage AI?
18:40 - What the Apple partnership brings for Affirm
20:30 - Breaking into the UK market
24:00 - Building a payment network as big as Amex or Visa
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In this episode of After Earnings, Arm CFO Jason Child joined to talk about the company's growth since its IPO, its relationship with SoftBank, and its approach to AI. He shared insights on Arm's engineering culture, key partnerships with tech giants like Google and Microsoft, and how going public has impacted recruitment. Jason also discussed Arm’s strategies in mergers and acquisitions, as well as managing investor relations.
$ADR
00:00 START
01:12 Understanding Arm's Role in the AI Value Chain
02:47 Arm's IPO Journey and Business Model
03:25 Revenue Streams: Licenses and Royalties
06:59 AI and the Semiconductor Market
08:31 Talent Wars and Recruitment Strategies
11:56 Competition and Market Position
13:19 Public Float and Investor Relations
16:38 Managing Expectations and Long-term Vision
18:44 M&A and Future Growth
20:09 Cloud Products and Market Share
23:25 China Revenue and Geopolitical Impact
25:14 Work Culture and Remote Work Policies
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In the latest episode of After Earnings, Pfizer CFO David Denton shares insights into the company’s achievements and future strategies with Ann Berry and Katie Perry. They discuss topics like acquiring Seagen, the use of AI in drug development, and ongoing initiatives in oncology and weight management. Denton addresses shareholder concerns about financial performance, emphasizing Pfizer’s dedication to innovation through significant investments in M&A and R&D. He also highlights the development of an oral GLP-1 receptor for obesity management and efforts to maintain robust dividends.
$PFE
00:00 START
00:55 Pfizer’s Current Position and Achievements
02:23 Strategic Acquisitions and Investments
06:04 AI and Digital Transformation in Drug Development
08:33 New Product Development: Oral Semaglutide
10:37 Challenges and Market Opportunities
15:39 Direct-to-Consumer Strategies and M&A
20:31 Investor Relations and Future Outlook
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