After Earnings

Wealthfront just crossed $100 billion in platform assets, doubling from $50 billion in under three years. CFO Alan Imberman joins Katie Perry to break down the quarter. He explains why Wealthfront is buying back stock below its IPO price, how home lending fits into a high-margin business, and why the company has its sights set on $1T.

Angus Pacala, co-founder and CEO of Ouster ($OUST), joins Austin Hankwitz after a quarter with $55M in revenue, up 56% year over year. They talk about REV8, the first lidar with native color, and the $35M Stereolabs acquisition. He also explains how Ouster is building the sensing layer for physical AI and what puts the company on track for its first profitable year in 2027.

Ann Berry is joined by Jacob Teplin, Managing Director of AAdvantage Business℠  to discuss American Airlines' loyalty program that is designed for growing businesses and the travelers who work for them. They delve into what it took to design the program built to keep two very different customers happy at once, where he sees it heading next and why the program was harder to produce than it imm...

Curiosity Inc. CEO Clint Stinchcomb joins Ann Berry to lay out his streaming company’s business structure and plan. And why the documentary-heavy platform is pivoting from a subscriber based business to an AI Licensing based business. Ann and Clint discuss what the market looks like for AI licensing and how investors are reacting to the change in strategy.  0:00 – Intro 1:30 – Curiosity Inc.'...

Austin Hankwtiz is joined by Peter Colis, co-founder and CEO of Ethos Technologies, to discuss how the company is transforming life insurance with instant online underwriting, why eight of nine life insurtech competitors have been shuttered, pivoted or acquired, and what's driving Ethos's 113% revenue growth. $LIFE [00:00] Peter Colis, co-founder and CEO of Ethos, joins [01:06] What Ethos does [02...

Ann Berry is joined by Yanela Frias, CFO of Prudential Financial, to discuss the company’s five-year plan to reshape its business, its exit from emerging markets and where it’s reallocating resources. They also delve into Yanela’s 30-year career at Prudential and why she’s made a point of never staying in the same role for more than three years.00:00 Yanela Frias, Prudential CFO, joins01:22 Breaki...

Ann Berry is joined by Emily Spurling, Senior Vice President and Global Head of Index at Nasdaq, to unpack the evolution of the Nasdaq-100. They discuss SpaceX’s blockbuster IPO, how companies staying private for longer are changing the makeup of public markets, and why Nasdaq has evolved its rules for index inclusion. Plus, Emily breaks down the ETF revolution and where she’s seeing the next wave...

Ann Berry is joined by Taylor Lauber, CEO of Shift4, to discuss how the company grew from processing payments for small businesses to powering transactions across restaurants, hotels and stadiums. They also delve into Shift4’s approach to AI, its acquisition strategy and why investors have grown more skeptical of the payments sector. 00:00 Taylor Lauber, CEO of Shift4, joins01:16 Shift4's origin s...

Ann Berry is joined by Steven Bailey, CFO of Match Group, to unpack Tinder’s turnaround strategy, its push to win back Gen Z, Match's expansion into in-person events and why the company is prioritizing the user experience over short-term monetization. 00:00 Steven Bailey, CFO of Match Group, joins01:14 Tinder's rebrand explained02:05 Cost of rebranding Tinder04:02 Tinder Events: the new experienti...

Ann Berry is joined by Ariel Cohen, Co-Founder and CEO of Navan, to discuss how the company is modernizing business travel, leveraging AI to improve the traveler experience, and pursuing acquisitions to support its global expansion.00:00 Ariel Cohen, CEO and Co-Founder of Navan, joins01:25 What Navan does: corporate travel and expense management explained02:51 Inside the Navan app05:10 Navan's cus...

Ann Berry is joined by Khozema Shipchandler, CEO of Twilio, to discuss the company's turnaround strategy, the changing landscape of customer communication and how Twilio is leveraging AI to personalize interactions. 00:00 Khozema Shipchandler, CEO of Twilio, joins01:06 Taking over as Twilio's CEO01:50 What Twilio does03:19 Fighting commoditization with pricing power and the CDP data asset05:20 Twi...

Ann Berry is joined by Kevin Rubin, CFO of Zscaler, to discuss how the company's zero trust model protects nearly half of the Fortune 500, what frontier AI models revealed about cybersecurity vulnerabilities and whether the software selloff is missing the bigger picture. 00:00 Kevin Rubin, CFO of Zscaler, Joins01:19 What Zscaler does: zero trust cybersecurity explained02:08 Castle and moat vs. doo...

Ann Berry is joined by Alan Ellingson, CFO of DraftKings, to discuss how the company is navigating the rising popularity of prediction markets, its new “Super App” designed to let users seamlessly operate across jurisdictions, and how DraftKings is working to maintain integrity in sports betting. 00:00 Alan Ellingson, CFO of DraftKings, Joins00:38 Q1 earnings highlights: revenue, EBITDA, and profi...

Ann Berry is joined by Gillian Munson, CFO of Duolingo to discuss the company's transformation as it pursues user growth over short-term revenue. They dive into Duolingo’s expansion beyond language learning, growth opportunities across Asia, and how AI is accelerating content production. Gillian also reflects on transitioning from Duolingo’s board to stepping into the CFO role.00:00 Gillian Munson...

Ann Berry is joined by Glenn Fogel, CEO of Booking Holdings, to survey the state of the global travel industry amid geopolitical uncertainty and Glenn’s strategy to creating synergy across multiple brands — including its Connected Trip vision. They unpack the rise of alternative accommodations versus Airbnb, and the role of AI through products like Priceline’s Penny and new startup initiatives. Gl...

Ann Berry is joined by Ernesto López Mozo, CFO of Ferrovial, to outline the company’s infrastructure assets, from highways to airports, and where it sees the strongest growth opportunities. They unpack the financing behind JFK Terminal 1, why Ferrovial exited Heathrow, and how private equity is impacting the sector. Plus, they discuss the key drivers behind the company’s IPO on the U.S.-based Nasd...

Ann Berry is joined by Sridhar Ramaswamy, CEO of Snowflake to discuss Project SnowWork, the company’s new platform that brings outcome-driven AI agents into enterprise workflows. They break down why constant innovation is critical as AI drives competition across the software industry. They also discuss Snowflake’s path to GAAP profitability, its M&A strategy, and how volatility is impacting compen...

Ann Berry is joined by Charles Giancarlo, CEO and Chairman of Everpure, to discuss the company’s shift from data storage to data management in the AI era. They break down how companies are preparing their data for AI and the strategy behind Everpure’s rebrand from Pure Storage. They also discuss the rising demand for enterprise data infrastructure, the importance of investing in sales talent, and...

Ann Berry is joined by Zeta Global Co-founder & CEO David Steinberg to discuss how the company is using AI to transform digital marketing. Steinberg explains how Zeta’s platform helps enterprises acquire, retain and monetize customers, why the company invested in AI years before the recent boom and how it built its consumer data cloud. They also discuss the “software apocalypse” narrative weighing...

Ann Berry is joined by Coursera CEO Greg Hart, to discuss where online education is headed, Coursera's position within a rapidly changing skills economy and what the company’s combination with Udemy means for learners, enterprises and creators. They explore how Coursera is using generative AI inside its products, along with the company’s broader approach to scale, monetization and long-term growth...

Ann Berry is joined by Dynex Capital Co-CEO Smriti Popenoe, who explains how mortgage REITs operate and how Dynex invests in agency mortgage-backed securities. Popenoe walks through the mechanics of leverage, interest-rate sensitivity and how those factors affect returns and dividends. They also discuss the Fed’s role in shaping financing costs, the function of Fannie Mae and Freddie Mac in the ho...

Ann Berry is joined by Gen CEO Vincent Pilette to break down Gen’s business model and growth strategy following its expansion beyond cybersecurity. The conversation covers how brands like Norton, Avast, LifeLock and MoneyLion fit together, how Gen thinks about consumer trust and how financial wellness is being integrated into its core security platform. Pilette also discusses customer adoption, gl...

Ann Berry is joined in-studio by CLEAR's CEO Caryn Seidman Becker They review the company’s latest quarter, the rollout of eGates and how the company is preparing for global expansion. Caryn shares what’s driving CLEAR’s growth across travel and enterprise, why healthcare is a major unlock and the ways digital identity is becoming a core layer of modern life. Highlights include: CLEAR's origin sto...

Ann Berry is joined in-studio by Nate Baxter, President & COO of ScottsMiracle-Gro. They discuss how the 160-year-old company is modernizing its iconic brands, balancing innovation with sustainability, and sunsetting its cannabis subsidiary. Nate explores shifting consumer demographics, regional growth strategies and the company’s planned packaging refresh. Highlights include:- How Scotts and Mira...

On this episode of After Earnings, Ann sits down with Beth Gaspich, the Chief Financial Officer of NiCE - a decades-old enterprise software company looking to transform itself into an AI-driven customer experience platform. They discuss how NiCE aims to redefine contact centers through automation and conversational AI, NiCE's nearly $1 billion acquisition of Cognigy, and the company’s approach to...