After Earnings

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

Austin Hankwitz and Katie Perry sit down with Mike Happe, CEO of Winnebago Industries, to discuss the company's evolution from iconic RV manufacturer to a diversified outdoor recreation leader. Mike shares anecdotes about his cross-country trips during COVID, the development of electric boats, and the company's strategic focus on premium innovation. The conversation delves into Winnebago's market share, recent acquisitions like Lithionics Battery, and the impact of macroeconomic trends. Mike's leadership philosophy and commitment to outdoor experiences round out an insightful episode.$WGO00:00 START 01:03 Winnebago's Transformation and Diversification06:44 The North Star and Target Customer Shift10:51 Impact of COVID-19 on Outdoor Recreation15:30 Electrification and Lithium Battery Acquisition20:13 Economic Challenges and Dealer Relationships27:29 Dealer's Perspective and Company Revenue Breakdown28:14 Earnings Call Insights and Resilience Metrics31:35 Brand Recognition and Market Strategy34:47 Revenue Portfolio and Future Targets40:17 Leadership and Entrepreneurial Recognition44:22 Personal Connection to the Outdoors47:02 Final Thoughts and Team AcknowledgmentAfter 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 spoke with e.l.f. Cosmetics CEO Tarang Amin about the company's impressive stock performance and innovative marketing strategies. They dive into e.l.f.'s history, expansion into skincare, and commitment to affordability and quality. The episode highlights the company's diversity initiatives, inclusive culture, and strategic use of data, concluding with Tarang sharing his entrepreneurial roots and core business lessons. (P.S. You will learn all about Austin's skincare routine.)$ELF00:00 START01:07 The Rise of e.l.f. Cosmetics03:47 Balancing Quality and Affordability05:17 Influencer and Community Engagement09:18 Innovative Marketing Strategies18:35 Retail Expansion and Future Growth20:16 Proactive SKU Management21:06 Notorium Acquisition and Expansion23:18 Skincare Routines and Product Recommendations25:54 Leveraging Data for Business Strategy28:40 Board Diversity and Corporate Values35:41 Entrepreneurial Lessons from Immigrant RootsAfter 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/afterearnin...Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Katie Perry and Austin Hankwitz interview Chris Hulls, CEO of Life360, an app for family location tracking. Chris discusses the company's strategies, including a successful TikTok campaign with 7 billion views, and their monetization approach, where only 13% of users are paid subscribers. He emphasizes Life360's core values, security measures, and plans for expanding services to seniors. Chris shares insights on his leadership style, influenced by his military background, and how he turned a teen-led campaign against the app into a successful engagement strategy. The episode concludes with plans to extend Life360's services to aging parents, showing the app's broad future potential.$LIF 00:00 START01:20 Meet Chris Hulls, CEO of Life36002:33 The Origin of Life36005:13 Life360's IPO Journey10:31 Data Privacy and Security at Life36014:43 Monetization and User Data21:50 Future Plans and User Benefits23:41 Free vs. Paid Services24:10 Family Safety Features24:49 Expanding User Base26:56 Senior Care Solutions31:15 Leadership and Core Values33:17 TikTok and Teen Engagement39:23 Military Influence on Leadership42:02 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/afterearnin...Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices