After Earnings

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

On the latest episode of After Earnings with Ann Berry, Coinbase's Chief Legal Officer Paul Grewal breaks down how evolving U.S. regulation, political uncertainty and global inflation are driving a wave of corporate interest in crypto - especially Bitcoin and stablecoins - as reserve assets. Highlights include: • Why More Corporations Are Buying Bitcoin Over U.S. Treasuries • The Genius Act and What It Means for Crypto Regulation • Is Crypto As Anonymous As You Think? 00:00 - Paul Grewal Joins 01:52 - Corporates Rethinking Crypto on the Balance Sheet 02:28 - Bitcoin Volatility vs Treasury Uncertainty 03:29 - Waning Confidence in Treasuries 04:41 - What's Holding Companies Back From Adopting Crypto? 06:05 - Regulation and Legislation Shaping the Crypto Landscape 07:23 - Why Clarity on Digital Asset Classifications Matters 08:26 - Accounting Challenges and Rule Changes 10:12 - Investors and Common Accounting Frameworks 11:09 - Different Categories of Digital Assets 12:05 - Where Adoption is Happening the Fastest 12:50 - Why Use Stablecoins Over Cash or Bonds? 14:11 - Global Adoption of Stablecoins 14:50 - Security, Trust, and Blockchain Traceability 16:44 - Blockchain: Anonymity vs Traceability 18:10 - Crypto as Inflation Hedge in High-Inflation Countries 19:06 - US Interest in Strategic Digital Asset Reserves 20:05 - Coinbase’s Role in the Corporate Adoption Wave 21:05 - From Retail to Institutional: Coinbase’s Evolution 22:17 - Behind the Scenes: Blue Chips Eyeing Crypto 23:16 - Changing the Coinbase Business Model 24:20 - Will Most of the S&P 500 Adopt Crypto by 2027? 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 $COIN Learn more about your ad choices. Visit megaphone.fm/adchoices

On the latest episode of After Earnings with Ann Berry, VinFast Chief Investment Officer Chien Nguyen and Vice President of Investor Relations Amandae Baey dive into how VinFast plans to accelerate its global growth in the electric vehicle market. Highlights include:• How VinFast is doubling annual vehicle production• Growing the EV market with affordable models• Asian consumers and the shift from 2-wheelers to 4-wheelersAfter 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 $VFS Learn more about your ad choices. Visit megaphone.fm/adchoices

On the latest episode of After Earnings with Ann Berry, Intuit CFO Sandeep Aujla outlines how the company is transforming tax filing, personal finance and small business operations through AI and platform expansion.Highlights include:• Intuit’s new marketing strategy to engage tax-prep customers.• How Intuit is combining human and artificial intelligence to dramatically expand TurboTax Live.• How Intuit is growing QuickBooks by increasing platform adoption among mid-market businesses.00:00 Sandeep Aujla joins01:40 Intuit disrupting the tax category04:47 Blending AI with Human Intelligence on Tax Filing06:41 AI informing Credit Karma08:50 Credit Karma's insight into state of the consumer11:50 Quickbook's move up-market14:19 Scaling platformitization19:16 Rapid fire questionsAfter Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: afterearnings@morningbrew.com$INTU Learn more about your ad choices. Visit megaphone.fm/adchoices

On the latest episode of After Earnings, CAVA CEO Brett Schulman joins Ann Berry to discuss how he is taking on his 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 down prices. 00:00 Brett Schulman Joins01:09 What CAVA does differently02:39 The rise of mediterranean05:44 Flexible restaurant format14:01 Restaurant automation18:51 Avenues for growth21:22 Would CAVA add breakfast?23:00 Most surprising CAVA location 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 $CAVA Learn more about your ad choices. Visit megaphone.fm/adchoices

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. • How Okta is responding to the emerging security threats posed by AI and quantum computing. 00:00 START 01:30 Okta vs. Microsoft on security 04:10 Selling to both developers and IT teams 08:34 The future of identity verification 12:55 Security challenges posed by quantum computing 17:40 Developing standards for AI security 19:31 Okta's strong earnings and the market's response $OKTA 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 OutEmail: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

On the latest episode of After Earnings, we spoke with Lyft CEO David Risher about designing Lyft Silver for older adults who have been left out of the rideshare boom, how the company is turning its app into a $100 million advertising platform, and what it will take to balance a future of autonomous vehicles with the human touch that keeps rides personal.$LYFT 00:00 START01:21 Lyft Silver: Targeting Older Adults06:01 Commute Rides and Price Lock10:26 Expansion through Acquisitions14:22 Lyft Media and In-App Advertising17:25 AI and Autonomous Rides 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 Roblox founder and CEO David Baszucki about why gaming is becoming an always-on digital marketplace, how AI is accelerating the work of Roblox creators, and what it’ll take to grow the platform’s share of global gaming spend from 3% to 10%. 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_/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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