After Earnings

On the latest episode of After Earnings, we spoke with Hasbro CFO and COO Gina Goetter about how the company is navigating tariff pressure, why 60% of toy sales now come from adults, and how Hasbro's billion-dollar Magic: The Gathering franchise is driving growth. $HAS 01:03 Tariff Impact on the Toy Industry 02:42 Hasbro's ""Playing to Win"" Strategy 07:10 The Rise of the Kid-Adult Market 09:58 Entertainment and Licensing Ventures 13:11 Wizards of the Coast and Digital Gaming 16:52 Community Engagement and Brand Fandom 23:12 Rapid Fire Questions and Conclusion 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_/ Learn more about your ad choices. Visit megaphone.fm/adchoices

On the latest episode of After Earnings, we spoke with Rigetti CEO Dr. Subodh Kulkarni about quantum science and its applications today. He talked about how Rigetti tries to compete with the quantum computing R&D budgets of Big Tech players, the company's push towards a 100-qubit processor, and the promise of new breakthroughs. $RGTI 00:00 Comparing quantum computers with the human brain 02:15 Qubits versus bits in quantum computing 04:30 The challenges of scaling quantum hardware 06:45 How Rigetti plans to reach 100+ qubits 09:05 The race against Big Tech in quantum development 11:20 Real-world applications of quantum computing 14:10 Why commercialization still faces hurdles 17:00 Rigetti’s vision for the future of quantum computers 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_/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Peter Oey, CFO of Grab, shares insights on the transformative power of super apps in Southeast Asia, where they combine ride-hailing, food delivery, and payments into one platform. He discusses the shift in user engagement, highlighting how 44 million daily users benefit from Grab's diverse services. Oey explores the company's path to profitability amidst a challenging stock market and explains how AI and user data are driving growth and personalizing experiences. Grab's expansion strategies into new cities are also a key focus, addressing the needs of the underbanked.

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 Explained04:38 Competing in the AI Landscape08:46 Adobe's Innovation and Market Position11:11 Customer Trust and IP Protection13:18 Future Outlook and Market Confidence16:17 Rapid Fire Questions After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to http://www.afterearnings.comFollow Us X: / afterearnings TikTok: / afterearnings Instagram: / afterearnings_ Episodes Spotify: https://open.spotify.com/show/5I5q3LI...Apple: https://podcasts.apple.com/us/podcast...Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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.$PRSU00:00 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.After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.comFollow Us X: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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 START02:29 tastytrade’s Current Landscape06:17 Digital Assets and Bitcoin10:58 Expanding the Investing Audience16:57 24-Hour Trading and Retail InvestorsAfter Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.comFollow Us X: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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. $T00:00 START00:45 Core Business Lines: Mobile and Fiber Services01:34 Recent Earnings and Performance02:05 Enterprise Services and Challenges05:40 Spectrum Acquisitions and Satellite Communications09:15 Investments in Fiber and Wireless16:55 Political and Regulatory ImpactsAfter Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.comFollow Us X: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Adam Rymer, CFO of Chipotle Mexican Grill, as he shares insights from a company experiencing remarkable growth. Discover how Chipotle's stock surged 70% in two years and the innovative role of ‘Chipotlanes’ in boosting customer experience. Rymer discusses the impact of mobile ordering on sales and the brand’s commitment to generous portions. He also highlights strategic expansions and partnerships, including investments in a Mediterranean concept while focusing on quality and employee advancement.

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 $TSM• Executing on AI-driven growth in 2025$SNPSAfter 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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. $RCL00:00 START 01:24 Appeal to Younger Generations03:16 Environmental and Sustainability Efforts07:30 Expansion into River Cruises09:46 Loyalty Programs and Digital Innovations15:09 Private Destinations and Land-Based Ventures17:59 Financial Strategy and Future OutlookAfter 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 Learn more about your ad choices. Visit megaphone.fm/adchoices