Episodes

  • Tariffs, Toys, and the Kidult Takeover with Hasbro

    Tariffs, Toys, and the Kidult Takeover with Hasbro
    May 12 2025
    On the latest episode of After Earnings, we spoke with Hasbro CFO and COO Gina Goetter about how the company is navigating tariff pressure, why 60% of toy sales now come from adults, and how Hasbro's billion-dollar Magic: The Gathering franchise is driving growth. $HAS 01:03 Tariff Impact on the Toy Industry 02:42 Hasbro's ""Playing to Win"" Strategy 07:10 The Rise of the Kid-Adult Market 09:58 Entertainment and Licensing Ventures 13:11 Wizards of the Coast and Digital Gaming 16:52 Community Engagement and Brand Fandom 23:12 Rapid Fire Questions and Conclusion 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_/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    27 mins
  • When Will Quantum Computing Be Ready for Prime Time? Inside Rigetti’s Big Bet

    When Will Quantum Computing Be Ready for Prime Time? Inside Rigetti’s Big Bet
    Apr 28 2025
    On the latest episode of After Earnings, we spoke with Rigetti CEO Dr. Subodh Kulkarni about quantum science and its applications today. He talked about how Rigetti tries to compete with the quantum computing R&D budgets of Big Tech players, the company's push towards a 100-qubit processor, and the promise of new breakthroughs. $RGTI 00:00 Comparing quantum computers with the human brain 02:15 Qubits versus bits in quantum computing 04:30 The challenges of scaling quantum hardware 06:45 How Rigetti plans to reach 100+ qubits 09:05 The race against Big Tech in quantum development 11:20 Real-world applications of quantum computing 14:10 Why commercialization still faces hurdles 17:00 Rigetti’s vision for the future of quantum computers 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_/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    24 mins
  • Grab and Go: How Super Apps Are Changing the Game

    Grab and Go: How Super Apps Are Changing the Game
    Apr 14 2025
    On this episode of After Earnings, Ann Berry sits down with Grab CFO Peter Oey. Grab is a leading super app in Southeast Asia, offering everything from ride-hailing to food delivery, grocery services, and digital payments. The company went public via a $40B SPAC in 2021, but its stock has since dropped 64% as it works toward profitability. Still, growth hasn’t slowed; revenue rose 19% in 2024, and its digital bank, GXS, now holds $1.2 billion in deposits. We spoke with Peter about whether super apps can become profitable, and why Southeast Asia is worth watching. $GRAB 00:15 What a super app is and why the U.S. doesn’t have one (yet) 02:35 How 44M users rely on Grab daily for rides, food, and more 05:05 Why Grab spends big on incentives to grow new features 08:20 Grab’s path to sustained profitability and cash flow 09:46 How AI powers voice orders, merchant bots, and driver copilots 13:40 Using data to personalize ads and credit score users 15:15 Grab’s growth playbook: more cities, more services, more users 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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    26 mins
  • How Adobe Will Compete with Free AI Tools and Protect Users' IP with CFO Dan Durn

    How Adobe Will Compete with Free AI Tools and Protect Users' IP with CFO Dan Durn
    Apr 7 2025
    On this episode of After Earnings, Ann Berry sits down with Adobe CFO Dan Durn to unpack the company’s strategy as free generative AI tools flood the market. Adobe is expanding its focus beyond professional creatives to attract everyday users and businesses, with Firefly AI now integrated into its core products, enabling features like text-to-video and automated image enhancements. The company kicked off 2025 with $5.7 billion in Q1 revenue, up 10% from last year, and nearly $2.5 billion in operating cash flow. Still, the market is questioning whether $125 million in revenue from AI-powered tools is enough, as Adobe’s stock remains down more than 22% over the past year. $ADBE 00:00 START 02:32 Adobe's Cloud Services Explained 04:38 Competing in the AI Landscape 08:46 Adobe's Innovation and Market Position 11:11 Customer Trust and IP Protection 13:18 Future Outlook and Market Confidence 16:17 Rapid Fire Questions After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to http://www.afterearnings.com Follow Us X: / afterearnings TikTok: / afterearnings Instagram: / afterearnings_ Episodes Spotify: https://open.spotify.com/show/5I5q3LI... Apple: https://podcasts.apple.com/us/podcast... Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    20 mins
  • A New Pursuit: A Travel-Focused Future with CEO David Barry

    A New Pursuit: A Travel-Focused Future with CEO David Barry
    Mar 23 2025
    On After Earnings, Ann Berry chats with Pursuit CEO David Barry about the booming demand for adventure travel. From the White Lotus Effect to wellness tourism, acquisitions, and wildfires, they cover it all... including how a weak Canadian dollar and national park cuts could shake up the industry. $PRSU 00:00 START 00:51 Media like White Lotus fuels travel trends. 04:02 Recent acquisitions expand Pursuit’s footprint. 08:08 International tourism rebounds post-COVID. 10:25 Exchange rates and tariffs impact travel demand. 12:05 Wildfires hit Jasper, but recovery is strong. 17:32 National park budget cuts raise concerns. 19:44 Rebrand strengthens Pursuit’s identity. 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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    26 mins
  • Why tastytrade Thinks Retail Investors Can Beat Institutions

    Why tastytrade Thinks Retail Investors Can Beat Institutions
    Mar 17 2025
    On this episode of After Earnings, Ann Berry sat down with tastytrade’s Tom Sosnoff to discuss his journey and the changing landscape of retail trading. Retail investors now account for 20-30% of U.S. trading volume, and platforms like tastytrade are evolving to support them. Focused on education and data-driven trading, tastytrade offers live market insights, strategy content, and tools for active investors. Highlights from their conversation included discussions about the future of retail trading, such as 24/5 markets and crypto, and the perks that retail investors enjoy over institutions. https://tastytrade.com/ 00:00 START 02:29 tastytrade’s Current Landscape 06:17 Digital Assets and Bitcoin 10:58 Expanding the Investing Audience 16:57 24-Hour Trading and Retail Investors 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
  • Cutting the Cord: AT&T’s Push Beyond Landlines and Legacy Tech with CFO Pascal Desroches

    Cutting the Cord: AT&T’s Push Beyond Landlines and Legacy Tech with CFO Pascal Desroches
    Mar 3 2025
    On the latest After Earnings, AT&T CFO Pascal Desroches joins Ann Berry to unpack the company’s strategy, investments, and competitive landscape. They dive into AT&T’s $22 billion fiber push, its plan to connect 80% of U.S. homes by 2030, and how it’s streamlining operations to focus on core telecom services. $T 00:00 START 00:45 Core Business Lines: Mobile and Fiber Services 01:34 Recent Earnings and Performance 02:05 Enterprise Services and Challenges 05:40 Spectrum Acquisitions and Satellite Communications 09:15 Investments in Fiber and Wireless 16:55 Political and Regulatory Impacts 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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    27 mins
  • Beyond the Burrito: Chipotle’s Next Chapter in Growth and Technology with CFO Adam Rymer

    Beyond the Burrito: Chipotle’s Next Chapter in Growth and Technology with CFO Adam Rymer
    Feb 24 2025
    Chipotle's ($CMG) stock is up 70% in two years, making it the third-largest U.S. restaurant chain by market value, nearing $80 billion. In 2024, revenue rose 14.6% to $11.3 billion, with slightly improved operating margins. However, investors expected a stronger 2025 outlook than the company's projected low-to-mid single-digit growth in same-store sales. CFO Adam Rymer spoke with Ann Berry about Chipotle's success, highlighting its Cultivate Next Fund venture arm, Chipotlanes for mobile order pickups, and the brand’s reputation for generous portions. $CMG 00:00 START 02:13 The Rise of “Chipotlanes” 06:47 Portion Sizes and Value Proposition 08:39 Impact of Mobile Ordering 11:01 Seasonal Trends and International Expansion 14:31 Ownership Model 17:42 Rapid Fire Questions 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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    23 mins