After Earnings

Ann Berry is joined in-studio by CLEAR's CEO Caryn Seidman Becker They review the company’s latest quarter, the rollout of eGates and how the company is preparing for global expansion. Caryn shares what’s driving CLEAR’s growth across travel and enterprise, why healthcare is a major unlock and the ways digital identity is becoming a core layer of modern life. Highlights include: CLEAR's origin story and buyout from bankruptcy plus how the company navigated this fall's government shutdown. 00:00 — Caryn Seidman Becker Joins 00:53 — What’s Powering Clear’s Momentum 01:49 — eGates, CapEx & Free Cash Flow 02:13 — Airport Footprint & Expansion Plans 04:36 — Fixing Wait Times & Member Experience 06:07 — Travel During the Shutdown 07:23 — Signing Documents With Your Face 09:05 — DeepFakes & Identity Security 10:56 — Government Tech & Verification 11:19 — CLEAR in Entertainment & Events 13:21 — Cybersecurity & Holding Less Data 14:16 — Healthcare & “Killing the Clipboard” 18:49 — Global Travelers & Compliance 19:44 — Clear’s Origin Story 23:59 — Stock Price, Buybacks & Free Cash Flow 25:44 — M&A Outlook After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $YOU Learn more about your ad choices. Visit megaphone.fm/adchoices

Ann Berry is joined in-studio by Nate Baxter, President & COO of ScottsMiracle-Gro. They discuss how the 160-year-old company is modernizing its iconic brands, balancing innovation with sustainability, and sunsetting its cannabis subsidiary. Nate explores shifting consumer demographics, regional growth strategies and the company’s planned packaging refresh.Highlights include:- How Scotts and Miracle-Gro are being reinvented for millennials and Gen Z- Why ScottsMiracle-Gro is exiting the cannabis business- How organic and sustainable lawn-care products are shaping the company’s future00:00 – Nate Baxter Joins01:06 – Pandemic hangover and the reset02:33 – Margin recovery and streamlining03:25 – Brand portfolio and recession resilience04:50 – Millennials, Gen Z & wellness06:51 – “Emerging” consumers, kids and pets09:04 – Organics, biologicals and safety10:44 – Modernizing packaging and brand aesthetic11:59 – E-commerce, website revamp and education13:32 – Exiting cannabis and Hawthorne’s future15:22 – Why tech and AI matter in lawn care17:22 – Weather, forecasting and media allocation18:27 – Seasonality and fall lawn strategy21:51 – Free cash flow, debt paydown & M&A24:05 – What a “transformational” deal could be $SMG Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of After Earnings, Ann sits down with Beth Gaspich, the Chief Financial Officer of NiCE - a decades-old enterprise software company looking to transform itself into an AI-driven customer experience platform.They discuss how NiCE aims to redefine contact centers through automation and conversational AI, NiCE's nearly $1 billion acquisition of Cognigy, and the company’s approach to fraud detection and deepfake prevention. 00:00 — Beth Gaspich joins 02:00 — The history of NiCE 05:00 — AI and automation in contact centers 06:00 — Deepfake detection and data privacy 10:00 — Market perception vs. fundamentals 11:30 — Inside NiCE’s nearly $1 B Cognigy acquisition 13:00 — Balancing profitability and growth 15:20 — Acquisition and capital allocation strategy 18:00 — How NiCE evaluates AI tuck-ins 19:00 — Beth’s career and leadership path 22:00 — How a CFO keeps up with AI 23:40 — The next generation of finance talent$NICE Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of After Earnings, Ann Berry speaks with Steph Guild, 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. 00:00 – Steph Guild Joins 00:52 – How Robinhood Keeps Users Active as They Mature 02:02 – Inside “Robinhood Strategies” 03:42 – Lower Minimums and Broader Access 04:06 – Building Portfolios: Balancing ETFs and Single Stocks 07:08 – How Retail Investors Approach Risk and New Assets 10:31 – Mixing Professional Advice with Social Investing 12:42 – Portfolio Positioning in a High-Valuation Market 15:15 – Are We in a Market Bubble? 16:08 – Expanding Internationally 16:52 – Why Tokenized Assets Are Rolling Out in Europe First 18:13 – Tokenization’s Benefits and Early-Stage Limitations 20:50 – How Prediction Markets Can Function as a Hedge 23:04 – Leaving a Legacy Firm for a New Model 25:44 – Taking Career Risks After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $HOOD The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices

Mandy Fields, CFO of e.l.f. Beauty, shares insights on the brand's remarkable growth, spotlighting their marketing strategy that skyrocketed investment to about 25% of net sales. She discusses the successful partnerships with celebrity founders like Hailey Bieber and Alicia Keys, and how e.l.f. navigates the complexities of tariffs and global expansion. Mandy reveals the rationale behind the $1 billion acquisition of rhode and the challenges of managing celebrity-led brands, all while maintaining a diverse consumer base and driving innovation in the beauty industry.

On this episode of After Earnings, Ann Berry sits down with Hamilton Lane Co-CEO Erik Hirsch for an in-depth conversation about the future of private markets. They discuss how Hamilton Lane is opening private capital to retail investors, why fund manager selection matters more than thematic bets in today’s environment and how the firm navigates being a publicly traded company. 00:00 – Erik Hirsch Joins 00:38 – AUM vs AUA: How Hamilton Lane Makes Money 02:25 – From Consultant to Asset Manager: Hamilton Lane’s Evolution 03:58 – The Co-Investment Model Explained 06:42 – The Strategic Edge of Scale and Market Insight 08:15 – What’s Working in Private Equity Right Now 09:26 – From Thematic to Manager-Driven Investing 11:08 – Is Private Credit in a Bubble? 12:51 – Inside the Secondary Market Surge 16:33 – Managing a Public Company Focused on Private Assets 18:30 – The Case for Less Frequent Earnings Reporting 20:28 – Democratizing Private Markets for Retail Investors 23:54 – Expanding Retail Access 26:18 – The Trillions in Retail Opportunity 30:55 – Looking Ahead: Tokenization & the Retailization of Private Markets After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $HLNE Learn more about your ad choices. Visit megaphone.fm/adchoices

On the latest episode of After Earnings, Ann Berry sits down with Udemy CEO Hugo Sarrazin to discuss the company’s pivot from a traditional online course marketplace to an AI-powered platform designed to re-skill the global workforce. Highlights include: - Udemy’s shift from one-off course sales to a subscription model - The company’s enterprise push to re-skill workforces at scale - The future of its instructor-driven marketplace - How AI can deliver mass personalization in learning 00:00 – Hugo Sarrazin Joins 01:12 – Why the online learning industry is under pressure 02:42 – Udemy’s consumer vs. enterprise business explained 05:56 – How AI enables personalization in learning 08:00 – Marketplace model vs. proprietary content 11:58 – Transition to subscriptions and monetization challenges 15:02 – Is Udemy becoming a digital media company? 16:48 – Enterprise clients and “just-in-time” learning 20:27 – Selling to CTOs, HR, and business leaders 23:33 – Reskilling 92 million workers in the AI era 25:39 – ROI pressure vs. growth opportunity 27:11 – Margins, cash flow, and product investment 29:03 – Hugo Sarrazin’s career journey: McKinsey to CEO 33:40 – Will AI replace consulting? 37:55 – The future of Udemy After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $UDMY Learn more about your ad choices. Visit megaphone.fm/adchoices

On the latest episode of After Earnings, Ann Berry sits down with Amrita Ahuja, the CFO & 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. 00:00 – Amrita Ahuja joins 00:15 – What Ties Block’s Brands Together? 03:06 – How Block Allocates Capital Across Business Units 05:23 – Is Rule of 40 Outdated? 06:34 – How Cash App Grows Market Share 09:14 – Competing with PayPal and Venmo 10:32 – Why Teens Are the Future of Cash App 12:05 – How Cash App Customers Graduate Across Products 14:02 – Integrating Afterpay Into Cash App 15:24 – AI, BNPL, and Personalized Lending 18:22 – Will Block Offer Mortgages or Auto Loans? 19:56 – Block’s M&A Strategy 21:08 – Bitcoin Mining with Proto Rig After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $XYZ Learn more about your ad choices. Visit megaphone.fm/adchoices

On the latest episode of After Earnings, Ann Berry sits down with Henry Schuck the Founder and CEO of ZoomInfo to break down the company’s recent earnings, including revenue growth and profitability. They discuss ZoomInfo’s efforts to leverage AI for product development, customer acquisition strategies, and how the company is navigating increased competition and market challenges in the sales intelligence space. 00:00 - Henry Schuck Joins01:15 - Securing the GTM Ticker Symbol 02:43 - Customer Segmentation and Target Markets 04:18 - Product Application for a Cleaning Services Business 09:14 - Launch and Growth of Copilot 13:12 - Earnings and Market Reaction16:37 - Enterprise Use of ZoomInfo for AI Integration 17:09 - Supporting AI Implementation 18:41 - Leveraging Proprietary Data Assets 19:35 - Internal AI Adoption and Efficiency Gains 22:49 - Founding Story and Early Growth 25:55 - Competitive Landscape and Entry Barriers 26:41 - Data Network as a Long-Term Differentiator After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: afterearnings@morningbrew.com $GTM Learn more about your ad choices. Visit megaphone.fm/adchoices

On the latest episode of After Earnings with Ann Berry, Axon’s COO and CFO Brittany Bagley discusses how the company is navigating its push into AI-powered policing tools, including body cam video automation and drone-based first response, while weighing the ethical and privacy concerns that come with expansion in the enterprise and retail markets. Highlights include: • How Drones and Small Robots are Reshaping Frontline Policing • Integrating AI Into Bodycams to Draft Police Reports • Balancing CFO and COO Roles at Axon 00:00 - Brittany Bagley Joins 01:38 - Software Driving Axon’s Growth 02:27 - Hardware vs. Software: Future Revenue Mix 03:12 - How Axon’s AI Works on Existing Devices 04:15 - Real-World AI Use: First Draft Police Reports 06:04 - Language Translation on Bodycams 06:34 - Where Axon Stands on Facial Recognition 08:14 - Privacy vs. Efficiency: The Consumer Tradeoff 09:47 - Robotics & Drones in Modern Policing 11:58 - Acquisitions Strategy: Drone & Sensor Innovation 13:54 - Expanding into Enterprise Markets 17:02 - Public Safety Funding Trends in the U.S. 20:42 - Balancing CFO and COO Roles at Axon 21:53 - How Axon Will Spend $1.75B in Capital 23:00 - Brittany Bagley’s Career $AXON Learn more about your ad choices. Visit megaphone.fm/adchoices