After Earnings

On this episode of After Earnings hosts Austin Hankwitz and Katie Perry explore Visional CEO and founder Swimmy Minami’s journey and the rise of his company. They discuss Visional's use of AI in HR, its recent IPO on the Tokyo Stock Exchange, and the differences between the Japanese and U.S. job markets. Swimmy also talks about Visional's plans for cybersecurity and other growth areas, his recent accolade from EY as World Entrepreneur of the Year, and his involvement with the Yankees.EY World Entrepreneur of the Year 2024: https://www.ey.com/en_gl/weoy/class-of-2024TSE:419400:00 START00:12 Meet Swimmy Minami: Tech Entrepreneur and Yankees Owner01:06 Visional: The Japanese LinkedIn02:23 AI and Human Capital Management09:08 Listing on the Tokyo Stock Exchange11:24 Retail Investing in Japan vs. the U.S.12:47 Revenue Growth and Market Trends19:27 Future Innovations and Cybersecurity23:00 EY World Entrepreneur of the Year27:46 Swimmy's Role with the New York YankeesAfter 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', Katie Perry and Austin Hankwitz interview Eliran Glazer, CFO of monday.com. Founded in 2012, monday.com helps businesses create no-code workflow tools and went public in 2021. Eliran discusses balancing user types, AI integration, sustainable growth, managing headcount, their Super Bowl ad, and future cash flow plans. The conversation also covers IPO preparation, investor relations, and long-term growth strategies.$MNDY00:00 START00:54 Understanding Monday.com's Unique Business Model01:51 The Story Behind Monday.com04:03 Monday.com's Diverse Customer Base08:21 AI Integration in Monday.com11:53 Growth Strategies and Financial Discipline20:14 Super Bowl Ad Experiment22:06 Earnings Results and Future Plans25:37 Exploring the Seed-Based Business Model26:35 Future Pricing Models and AI Integration27:33 Free Cash Flow and Margin Expansion30:30 Investment Strategies and Market Expansion31:46 Acquisition Plans and Complementary Technologies35:23 Preparing for IPO and Financial Systems Overhaul40:09 Transitioning to a Public Company44:43 Final Thoughts and ReflectionsAfter 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, Austin Hankwitz speaks with Affirm CFO Michael Linford, exploring the company's innovative financial products, focusing on the Buy Now Pay Later space, and its commitment to consumer financial health. The discussion highlights Affirm's strategic partnerships, revenue streams, and response to competitive challenges, as well as its approach to leveraging AI for customer service enhancement. Linford also shares his personal journey to Affirm, underscoring the company's passion for offering transparent, flexible financial solutions that align with consumer success.$AFRM00:00 Welcome to After Earnings: Unveiling Affirm's Financial Innovations01:00 Breaking Down Affirm's Mission and Business Model01:37 Affirm's Approach to Consumer Credit and Financial Health04:32 The Affirm Card: A New Era of Financial Flexibility06:01 Decoding Affirm's Revenue Streams and Financial Health11:35 Earnings Highlights: Affirm's Remarkable Quarter18:58 The Affirm and Shopify Partnership: A Deep Dive25:12 Addressing the Bloomberg Article on BNPL Debts31:22 Debunking Myths Around Delinquencies and Credit Behavior32:33 The Power of Controlled Spending with Affirm35:44 Affirm's Approach to Credit Reporting and Future Plans38:23 Navigating the High Interest Rate Environment43:32 Leveraging AI for Customer Service and Business Efficiency50:09 Competitive Landscape and Consumer-Centric Strategy55:24 Personal Journey to Affirm and Career Reflections59:59 Key Takeaways and Closing ThoughtsAfter 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, Katie Perry and Austin Hankwitz sit down with ServiceNow CFO Gina Mastantuono. ServiceNow, a cloud-based workflow automation platform, enables enterprise organizations to improve operational efficiencies by streamlining and automating routine work tasks. Together, they discuss the company's impressive Q1 earnings, advancements in GenAI technology, and the importance of workplace cultural transparency that led them to being ranked #3 by Glassdoor as "Best Places to Work in 2024".$NOWTIMESTAMPS00:00 START 00:07 Spotlight on ServiceNow: A Deep Dive with CFO Gina Mastantuno00:39 ServiceNow's Impressive Journey and Q1 Earnings Insights00:49 Exploring ServiceNow's Culture and Massive Interest in Employment02:22 The Evolution and Impact of ServiceNow's Platform05:38 ServiceNow's Strategic Expansion and Customer-Centric Approach07:42 Generative AI at ServiceNow: Early Adoption and Future Prospects13:07 Earnings Highlights and the Future of Gen AI18:23 Investor Day Preview and ServiceNow's Growth Strategy21:33 Navigating the Competitive Landscape and Partner Ecosystem25:29 Leadership and Culture: The Pillars of ServiceNow's Success33:40 Wrapping Up: Reflections and Looking AheadAfter 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, hosts Katie Perry and Austin Hankwitz explore atai Life Sciences with Founder and Chairman Christian Angermayer, covering its mission and the rise of mental health issues. Together, they discuss the current state of psychedelic regulation, atai’s drug development phases, how retail investors should approach Atai post-product launch, and the company’s go-to-market strategy.$ATAI00:00:00 START00:01:20 What is atai Life Sciences?00:08:55 The prevailing theory on the rapid rise of mental health issues00:15:50 Regulatory bodies’ openness to collaborating with atai00:17:58 The current state of the regulation process for psychedelics00:19:17 Phases of drug development and where atai currently is00:24:00 How retail investors should be thinking about atai once the products go live00:27:10 atai’s go-to-market strategy00:32:09 Current world leader who should have the psychedelic experience00:35:28 What retail investors should be looking at in atai’s earnings00:40:13 Longevity and anti-aging effects of psychedelicsAfter 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

In this episode of the After Earnings podcast, host Katie Perry sat down with LoveSac CEO Shawn David Nelson to discuss LoveSac's success as a modular couch company whose products are designed to adapt and grow with users. They emphasize LoveSac's unique approach in researching target demographics and operating like a consumer packaged goods brand. They also break down the company’s partnerships with Best Buy, online sales strategies, upcoming innovations, lessons from store openings, future plans for LoveSac, and more.TIMESTAMPS 00:00 Start01:05 The story of LoveSac03:06 The power of reputation and a product that grows with you04:56 The modular couch and a product designed for life07:31 What separates Lovesac: research, understanding, and operating like a CPG brand09:14 The target demographics13:12 Highlighting earnings success and what’s changed15:02 How the name for LoveSac came about20:08 Taking on online sales and going through cycles22:36 Partnerships with Best Buy and the sell tech behind it25:49 New innovations coming down the line31:04 His book: Let Me Save You 25 Years33:05 How a big lesson learned to opening their own store34:57 What’s next for LoveSac$LOVE 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 this episode, host Katie Perry sat down with Kura Sushi USA’s Chief Financial Officer Jeff Uttz to explore how Kura Sushi is revolutionizing the sushi experience through partnerships and innovation. From gamifying the dining experience to sourcing sushi globally and Americanizing the menu, Kura is making waves in the industry. The discussion also touches on the growth of sushi in the US, the importance of quality in dining, and the company's plans for expansion. TIMESTAMPS:00:00:00 Start00:02:18 Gamifying the sushi experience with Spy Family and Dragon Ball partnerships00:06:09 The growth of sushi in the US and sushi going mainstream00:07:41 “Eatertainment”, Kirbi the roboserver, and quality00:08:53 The Doordash partnership00:10:52 Opening 10 restaurants in the fiscal year00:14:51 Explanation of white space00:16:36 Where does Kura fit in the sushi landscape00:20:59 Sourcing sushi from all over the world and super freezing for freshness00:23:53 Americanizing the menu, rolls, and operations00:25:51 The loyalty program members and the new app gathering data00:31:02 Being an executive in the restaurant industry and permittingAfter 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 the After Earnings podcast, Katie Perry and Austin Hankwitz interview Daniel Barel, co-founder and CEO of REE Automotive, discussing the company's innovative approach to modernizing the commercial vehicle industry. They delve into REE Automotive's focus on building modular commercial EV systems, challenges in transitioning dealers and fleets to electric trucks, and the importance of clear communication with investors. Daniel highlights the company's three-year plan to generate a billion in sales by 2026, emphasizing responsible financial management and transparency in operations.$REE00:00:00 Start00:06:41 Nuances between commercial and passenger EVs in the midsize truck industry00:10:23 Importance of battery technology and charging infrastructure for controlled routes in the commercial EV industry00:15:17 Challenges and strategies in converting customers to adopt commercial EVs through sales demos00:19:21 Comparing service requirements for commercial EVs vs. traditional vehicles00:27:38 Securing working capital amid macroeconomic uncertainty00:31:21 Demystifying business nuances for investors as the CEO00:39:02 Daily driver preferences and driving experiences00:43:23 The distinct role of commercial EVs in last-mile delivery servicesAfter Earnings is brought to you by Stakeholder Labs and Morning Brew. Follow Us X: AfterEarningsTikTok: AfterEarnings Instagram: AfterEarnings_Youtube: @AfterEarnings Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Braze CEO Bill Magnuson talked with hosts Austin and Katie about how major companies use their product, being ahead of the AI curve, and the tools clients usually consolidate when they switch to Braze. Bill also shared insights on growing the company and staying profitable, along with his journey from co-founder and CTO to CEO before going public.$BRZE00:01:21 - The state of marketing 00:06:09 - Why they built the company in 2011 and how the landscape changed 00:10:27 - How big names are using Braze 00:18:05 - Landing an 8 figure customer and “hunting and farming” 00:21:41 - What tools companies consolidate when they move to Braze  00:26:35 - Why costs differs across platforms 00:30:02 - Scaling at Braze and profitability 00:35:23 - Being a startup founder CTO turned public company CEO 00:38:46 - Using AI for the last decade and the rise of GenAI 00:49:59 - Steering clear of political campaignsAfter Earnings is brought to you by Stakeholder Labs and Morning Brew. Follow Us X: AfterEarningsTikTok: AfterEarnings Instagram: AfterEarnings_Youtube: @AfterEarnings Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Peter Cannito, CEO of Redwire, a leading space infrastructure firm, as he sheds light on the revolutionary role his company plays in space exploration. He discusses partnerships like the one with Eli Lilly for microgravity drug research, which could transform medicine. The conversation also touches on the competitive space race for lunar dominance, the complexities of government contracts, and even the tantalizing question of extraterrestrial life. Prepare for a journey through innovation and the mysteries of the cosmos!