After Earnings

Written by: Morning Brew
  • Summary

  • The stock market has changed. Once dominated by a few huge players, a new wave of engaged retail investors have more influence than ever. After Earnings is the show that connects the modern investor with the executives and decision-makers who are shaping the markets. Join us as we bring the conversations that used to only be available to hedge fund managers to the rest of us.
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Episodes
  • How Roku Empowers Small Businesses in the Streaming Era
    Dec 16 2024
    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. $ROKU 00:00 START 00:33 Roku’s Revenue Streams 02:02 Roku’s Advertising Strategy 05:17 Financial Performance and Future Growth 10:30 Ad Partnerships and Innovations 14:12 Targeting SMB 18:54 Roku’s Competitive Advantage and Moat After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com. Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 mins
  • Salesforce CEO Marc Benioff on the "AI Labor Force," AI Bubble Risks, & Tech in the New Government
    Dec 9 2024
    In this episode, Salesforce founder and CEO Marc Benioff sits down with Ann Berry to discuss the company's growing Agentforce product, valuations in the AI sector today and Salesforce's track record in start up investing. Ann also asks Marc if we will see him working with Elon Musk on DOGE, and whether Twitter / X is an asset he wished he'd bought. $CRM 0:00 START 01:54 The Impact of AgentForce 03:04 AI Bubble and Market Valuations 06:00 AgentForce in Action: Heathrow Airport 07:51 AgentForce vs. Microsoft's CoPilot 09:17 Balancing Human and Digital Workforce 11:47 Government Applications of AgentForce 13:01 Mark Benioff on Public Service and Politics 19:44 Salesforce's Acquisition Strategy 22:37 RTO and Leadership 24:08 Succession Planning at Salesforce 26:43 AI Startups and Industry Leaders After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com. Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    32 mins
  • How AI Could Impact Your Credit Score with Upstart CEO Dave Girouard
    Nov 25 2024
    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. $UPST 00:00 Start 00:25 Limitations of FICO Scores 00:50 New Approaches by Fintech Companies 01:42 Upstart’s Credit Assessment 02:22 AI and Creditworthiness 05:10 Addressing Bias in Credit Access 06:22 Upstart’s Macroeconomic Insights 09:06 Challenges with Buy Now, Pay Later 10:11 Upstart’s Business Model and Partnerships 13:28 Recent Earnings and Market Reactions 25:13 Future Growth and AI in Lending After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    31 mins

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