After Earnings

In this episode of After Earnings, Arm CFO Jason Child joined to talk about the company's growth since its IPO, its relationship with SoftBank, and its approach to AI. He shared insights on Arm's engineering culture, key partnerships with tech giants like Google and Microsoft, and how going public has impacted recruitment. Jason also discussed Arm’s strategies in mergers and acquisitions, as well as managing investor relations.$ADR00:00 START 01:12 Understanding Arm's Role in the AI Value Chain02:47 Arm's IPO Journey and Business Model03:25 Revenue Streams: Licenses and Royalties06:59 AI and the Semiconductor Market08:31 Talent Wars and Recruitment Strategies11:56 Competition and Market Position13:19 Public Float and Investor Relations16:38 Managing Expectations and Long-term Vision18:44 M&A and Future Growth20:09 Cloud Products and Market Share23:25 China Revenue and Geopolitical Impact25:14 Work Culture and Remote Work Policies 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

In the latest episode of After Earnings, Pfizer CFO David Denton shares insights into the company’s achievements and future strategies with Ann Berry and Katie Perry. They discuss topics like acquiring Seagen, the use of AI in drug development, and ongoing initiatives in oncology and weight management. Denton addresses shareholder concerns about financial performance, emphasizing Pfizer’s dedication to innovation through significant investments in M&A and R&D. He also highlights the development of an oral GLP-1 receptor for obesity management and efforts to maintain robust dividends.$PFE00:00 START00:55 Pfizer’s Current Position and Achievements02:23 Strategic Acquisitions and Investments06:04 AI and Digital Transformation in Drug Development08:33 New Product Development: Oral Semaglutide10:37 Challenges and Market Opportunities15:39 Direct-to-Consumer Strategies and M&A20:31 Investor Relations 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/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

In this episode of After Earnings, Katie talks with Mike Walrath, CEO of Yext, about digital presence management. Mike explains how Yext helps companies keep their online info accurate, which is key for revenue and customer satisfaction. They discuss challenges from AI and the need for reliable data, plus Yext's recent acquisition of Hearsay and AI's growing role in business.00:00 START 01:28 The Importance of Accurate Digital Data03:30 AI's Impact on Search and Data Accuracy06:56 Klarna's Bold Move and SaaS Industry Insights09:05 Balancing Innovation and Customer Needs11:01 Yext's Recent Earnings and Future Focus17:30 The Evolution of Digital Advertising21:34 Reflections on Education and Career Paths$YEXTAfter Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: 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

Katie Perry sat down with Upwork CFO Erica Gessert to discuss trends shaping the freelance marketplace. With 38% of the U.S. workforce participating in freelance work, Upwork is positioned at the intersection of rising fractional workforces and AI advancements. They brokedown the benefits for enterprises, the growth of AI-enabled freelance jobs, and Upwork's strategic initiatives, including partnerships with OpenAI.$UPWK00:00 START00:41 The Rise of Fractional Work and AI04:37 Benefits of Freelance Platforms for Businesses10:58 Upwork's Financial Performance and Market Perception12:41 AI's Role in Upwork's Future17:14 Partnerships and R&D at Upwork27:28 NFL TalkAfter 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of After Earnings, Katie Perry and Ann Berry chat with Wes Cummins, CEO of Applied Digital, about NVIDIA's latest earnings and how it's shaking up the tech world. They dive into what Applied Digital is doing with AI, the challenges of building data centers in rural areas like North Dakota, and the impact on local communities. They also talk about the future of AI supercomputing and what’s next for the company.$APLD00:00 START 02:44 Applied Digital's Data Centers05:46 NVIDIA's New Chips and Impact07:22 Financial Performance and Challenges09:16 Customer Base and Market Strategy17:53 Future Growth and Expansion Plans26:55 Revitalizing Rural AmericaAfter 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

Matt Skaruppa, Chief Financial Officer of Duolingo, dives into the company's impressive growth, revealing they've hit 100 million monthly users. He discusses innovations in AI that are transforming language learning and the exciting expansion into music and math. The duo highlights the quirky mascot's role in engagement and details strategies for monetization, including family subscriptions. Additionally, they touch on the increasing global popularity of the Duolingo English Test and the upcoming Duocon event.

Katie Perry spoke with Mark McCaffrey, CFO of GoDaddy, about the company's recent Q2 earnings report and future plans. Highlights include the company's transformation from a domain-centric business to a one-stop-shop for entrepreneurs, the impact of their AI product Airo, and the importance of free cash flow as a North Star. Mark also shares valuable career and leadership advice, emphasizing the importance of self-awareness, vulnerability, and proactive mentorship in a remote/hybrid work environment.$GDDY00:00 START 01:21 GoDaddy's Mission and Evolution05:28 AI and the Airo Product15:05 Q2 Earnings Breakdown18:49 The Importance of Attach Rate24:15 Maximizing Free Cash Flow27:59 Leadership and Mentorship InsightsAfter 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

Katie Perry spoke with Harley Finkelstein, president of Shopify, about the company's recent growth and future plans following a strong Q2 earnings report. Highlights include Shopify's expansion to support large enterprises, 25% revenue growth, and strong international growth, especially in Europe. Harley also mentions the shift to integrated online and offline retail, the importance of executive personal branding, and partnerships with Amazon and Affirm to enhance merchant experiences. $SHOP00:00 START 01:52 Shopify's Evolution and Growth03:42 Empowering Entrepreneurs and Large Enterprises06:02 The Future of Retail and Commerce08:53 Shopify's Partner Ecosystem12:22 Acquisitions and Technical Founders20:27 Earnings Highlights and Financial Performance24:14 International Expansion and Market Trends31:56 Executive Personal Branding and Social MediaAfter 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

Austin Hankwitz and Katie Perry sit down with Tilray Brands CEO, Irwin Simon, to discuss the company's evolution from a cannabis-centric business to a diversified portfolio of beverages and spirits. They explore Tilray's strategic acquisitions, its performance amidst regulatory challenges, and future growth plans. Simon provides insights into the company’s brand development, the pivotal shifts taken since 2018, and the strategy behind navigating the complex cannabis market.$TLRY00:00 START04:11 Challenges and Strategic Shifts06:43 Expansion into Beverage and Spirits13:46 Stock Performance and Market Perception20:11 Regulatory Hurdles and Future Opportunities24:25 Geographical Strategy and Market Focus25:31 Expanding Beverage Business in the US26:48 International Market Opportunities27:45 Earnings and Revenue Growth28:48 Acquisition Strategy and Brand Growth33:17 Path to Profitability42:07 Company Culture and Future PlansAfter 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

Katie Perry spoke with Smriti Popenoe, co-CEO, President, and Chief Investment Officer of Dynex Capital, about the company’s success, including surpassing a billion dollars in equity value and maintaining a dividend yield of over 12.5%. Smriti explained the basics of REITs, differentiated between equity and mortgage REITs, and highlighted Dynex's unique position. She also covered potential Fed rate cuts and the importance of yield in portfolios. Additionally, Smriti shared insights on leadership values, the benefits of the co-CEO structure, and the significance of doing good to drive performance.$DX00:00 START02:10 Understanding REITs and Dynex's Role11:38 Lessons from the 2008 Financial Crisis15:04 Preparing for Policy Changes23:48 Capital Raise and Demand25:47 Impact of Fed Rate Cuts28:52 Business Philosophy: Do Well and Do Good32:14 The Co-CEO DynamicAfter 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.comThis episode was recorded before the 7/31/2024 Federal Open Market Committee.  Learn more about your ad choices. Visit megaphone.fm/adchoices