After Earnings

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

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 START00:24 The Rise and Challenges of Impossible Foods04:53 The Wild Hope Mission Impossible Documentary07:15 Debates on the Healthiness of Meat Replacement Burger Patties10:11 Lab-Grown Meat: Hype or Hope?14:45 Affordability of Meat Alternatives19:35 Will New US Public Policies Support Farmers in Transitioning to Sustainable Cattle Farming?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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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. $LNVGY00:00 START 04:46 Brand Awareness and Technology Showcases08:28 Smartphone Market Growth and AI Features13:13 AI Integration in Sales and Marketing16:48 Infrastructure Solutions and AI Partnerships21:02 IT Services 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Daniel Schreiber, CEO of Lemonade, an AI-driven insurance company, shares insights on transforming the insurance landscape since its launch in 2015. He reveals Lemonade's ambitious plan to grow tenfold and discusses their innovative move into auto insurance using AI and telematics. Schreiber explains how synthetic agents enhance financial strategies and customer relationships. The conversation also delves into the psychology behind insurance fraud and the company's commitment to social impact, showcasing Lemonade's unique approach to reshaping the industry.

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.$ROKU00:00 START00:33 Roku’s Revenue Streams02:02 Roku’s Advertising Strategy05:17 Financial Performance and Future Growth10:30 Ad Partnerships and Innovations14:12 Targeting SMB18:54 Roku’s Competitive Advantage and MoatAfter 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

Marc Benioff, Co-founder and CEO of Salesforce, dives into the transformative potential of Agentforce, their cutting-edge AI labor platform. He discusses the risks of the current AI bubble and its implications for market valuations. Benioff also compares Agentforce with Microsoft's CoPilot and highlights its innovative applications at Heathrow Airport. Additionally, he shares insights on balancing digital and human workforces and touches on Salesforce's strategic approach to acquisitions and leadership succession in the evolving tech landscape.