After Earnings

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.

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.$UPST00:00 Start00:25 Limitations of FICO Scores00:50 New Approaches by Fintech Companies01:42 Upstart’s Credit Assessment02:22 AI and Creditworthiness05:10 Addressing Bias in Credit Access06:22 Upstart’s Macroeconomic Insights09:06 Challenges with Buy Now, Pay Later10:11 Upstart’s Business Model and Partnerships13:28 Recent Earnings and Market Reactions25:13 Future Growth and AI in LendingAfter 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 Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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.$ZTS00:00 START 00:26 The Rise of Zoetis in Animal Health02:10 Zoetis' Focus on Companion Animals03:21 Innovations in Pet Care Products05:06 Challenges and Opportunities in Pet Health09:06 Zoetis' Livestock Business Insights14:02 Global Market Trends and R&D Priorities17:41 The Role of AI in Animal HealthAfter 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

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.$ABNB00:00 START01:25 Airbnb’s Differentiation Strategy02:36 Winter Release and Co-Host Marketplace06:20 Unique Listings and Marketing Strategy09:52 The Power of Brand Marketing10:35 Airbnb’s Impact on Major Events12:14 Navigating Regulatory Challenges13:48 International Expansion and Market Trends18:51 Leadership Insights and Future OutlookAfter 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 Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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.$DOCU00:00 START01:04 Docusign's Evolution and Vision02:35 Intelligent Agreement Management Platform08:10 Go-to-Market Strategy and Competitive Landscape12:56 Recent Acquisition and AI Integration20:27 Financial Performance and Market Perception28:50 Blake Grayson's Career JourneyAfter 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

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 Linford02:00 - Secrets to Affirm’s ‘killer’ Q2 earnings05:30 - Effects of the Fed’s rate cut on consumer demand09:10 - Why Gen Z leans on Affirm for their purchases11:40 - What Affirm does better than its competitors14:30 - Are there plans to leverage AI?18:40 - What the Apple partnership brings for Affirm20:30 - Breaking into the UK market24:00 - Building a payment network as big as Amex or VisaAfter 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