Episodes

  • Affirm: BNPL, Competitive Strategies, and Debunking ‘Phantom Debt’ with CFO Michael Linford

    Affirm: BNPL, Competitive Strategies, and Debunking ‘Phantom Debt’ with CFO Michael Linford
    May 22 2024
    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. $AFRM 00:00 Welcome to After Earnings: Unveiling Affirm's Financial Innovations 01:00 Breaking Down Affirm's Mission and Business Model 01:37 Affirm's Approach to Consumer Credit and Financial Health 04:32 The Affirm Card: A New Era of Financial Flexibility 06:01 Decoding Affirm's Revenue Streams and Financial Health 11:35 Earnings Highlights: Affirm's Remarkable Quarter 18:58 The Affirm and Shopify Partnership: A Deep Dive 25:12 Addressing the Bloomberg Article on BNPL Debts 31:22 Debunking Myths Around Delinquencies and Credit Behavior 32:33 The Power of Controlled Spending with Affirm 35:44 Affirm's Approach to Credit Reporting and Future Plans 38:23 Navigating the High Interest Rate Environment 43:32 Leveraging AI for Customer Service and Business Efficiency 50:09 Competitive Landscape and Consumer-Centric Strategy 55:24 Personal Journey to Affirm and Career Reflections 59:59 Key Takeaways and Closing Thoughts 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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    1 hr and 4 mins
  • ServiceNow: Driving Billions in Revenue While Being a Top Workplace with CFO Gina Mastantuono

    ServiceNow: Driving Billions in Revenue While Being a Top Workplace with CFO Gina Mastantuono
    May 15 2024
    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". $NOW TIMESTAMPS 00:00 START 00:07 Spotlight on ServiceNow: A Deep Dive with CFO Gina Mastantuno 00:39 ServiceNow's Impressive Journey and Q1 Earnings Insights 00:49 Exploring ServiceNow's Culture and Massive Interest in Employment 02:22 The Evolution and Impact of ServiceNow's Platform 05:38 ServiceNow's Strategic Expansion and Customer-Centric Approach 07:42 Generative AI at ServiceNow: Early Adoption and Future Prospects 13:07 Earnings Highlights and the Future of Gen AI 18:23 Investor Day Preview and ServiceNow's Growth Strategy 21:33 Navigating the Competitive Landscape and Partner Ecosystem 25:29 Leadership and Culture: The Pillars of ServiceNow's Success 33:40 Wrapping Up: Reflections and Looking Ahead 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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    39 mins
  • atai Life Sciences: Psychedelics, Mental Health, and Drug Development with Founder and Chairman Christian Angermayer

    atai Life Sciences: Psychedelics, Mental Health, and Drug Development with Founder and Chairman Christian Angermayer
    May 8 2024
    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. $ATAI 00:00:00 START 00:01:20 What is atai Life Sciences? 00:08:55 The prevailing theory on the rapid rise of mental health issues 00:15:50 Regulatory bodies’ openness to collaborating with atai 00:17:58 The current state of the regulation process for psychedelics 00:19:17 Phases of drug development and where atai currently is 00:24:00 How retail investors should be thinking about atai once the products go live 00:27:10 atai’s go-to-market strategy 00:32:09 Current world leader who should have the psychedelic experience 00:35:28 What retail investors should be looking at in atai’s earnings 00:40:13 Longevity and anti-aging effects of psychedelics 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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    49 mins
  • Lovesac: From Basement Bean Bags to a $700M Tech-Enabled Furniture Business with CEO Shawn Nelson

    Lovesac: From Basement Bean Bags to a $700M Tech-Enabled Furniture Business with CEO Shawn Nelson
    May 1 2024
    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 Start 01:05 The story of LoveSac 03:06 The power of reputation and a product that grows with you 04:56 The modular couch and a product designed for life 07:31 What separates Lovesac: research, understanding, and operating like a CPG brand 09:14 The target demographics 13:12 Highlighting earnings success and what’s changed 15:02 How the name for LoveSac came about 20:08 Taking on online sales and going through cycles 22:36 Partnerships with Best Buy and the sell tech behind it 25:49 New innovations coming down the line 31:04 His book: Let Me Save You 25 Years 33:05 How a big lesson learned to opening their own store 34:57 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.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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    40 mins
  • Kura Sushi USA: Innovating Sushi Dining, Culinary Trends & Robot Waiters with CFO Jeff Uttz

    Kura Sushi USA: Innovating Sushi Dining, Culinary Trends & Robot Waiters with CFO Jeff Uttz
    Apr 24 2024
    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 Start 00:02:18 Gamifying the sushi experience with Spy Family and Dragon Ball partnerships 00:06:09 The growth of sushi in the US and sushi going mainstream 00:07:41 “Eatertainment”, Kirbi the roboserver, and quality 00:08:53 The Doordash partnership 00:10:52 Opening 10 restaurants in the fiscal year 00:14:51 Explanation of white space 00:16:36 Where does Kura fit in the sushi landscape 00:20:59 Sourcing sushi from all over the world and super freezing for freshness 00:23:53 Americanizing the menu, rolls, and operations 00:25:51 The loyalty program members and the new app gathering data 00:31:02 Being an executive in the restaurant industry and permitting 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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    37 mins
  • REE Automotive: EV's Commercial Future & Capital Strategies with CEO Daniel Barel

    REE Automotive: EV's Commercial Future & Capital Strategies with CEO Daniel Barel
    Apr 17 2024
    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. $REE 00:00:00 Start 00:06:41 Nuances between commercial and passenger EVs in the midsize truck industry 00:10:23 Importance of battery technology and charging infrastructure for controlled routes in the commercial EV industry 00:15:17 Challenges and strategies in converting customers to adopt commercial EVs through sales demos 00:19:21 Comparing service requirements for commercial EVs vs. traditional vehicles 00:27:38 Securing working capital amid macroeconomic uncertainty 00:31:21 Demystifying business nuances for investors as the CEO 00:39:02 Daily driver preferences and driving experiences 00:43:23 The distinct role of commercial EVs in last-mile delivery services After Earnings is brought to you by Stakeholder Labs and Morning Brew. Follow Us X: AfterEarnings TikTok: AfterEarnings Instagram: AfterEarnings_ Youtube: @AfterEarnings Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    47 mins
  • Braze: AI Marketing Advisors & The Craft of Customer Engagement with CEO Bill Magnuson

    Braze: AI Marketing Advisors & The Craft of Customer Engagement with CEO Bill Magnuson
    Apr 3 2024
    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. $BRZE 00:01:21 - 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 campaigns After Earnings is brought to you by Stakeholder Labs and Morning Brew. Follow Us X: AfterEarnings TikTok: AfterEarnings Instagram: AfterEarnings_ Youtube: @AfterEarnings Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    51 mins
  • Redwire Space: Lunar Dominance, Microgravity Drugs, and Extraterrestrial Life with CEO Peter Cannito

    Redwire Space: Lunar Dominance, Microgravity Drugs, and Extraterrestrial Life with CEO Peter Cannito
    Mar 27 2024
    In this episode of After Earnings, hosts Katie Perry and Austin Hankwitz sit with Peter Cannito, CEO of Redwire, to talk about their strategic positioning and potential impact on the space industry. Peter breaks down the company's role in driving growth and innovation through partnerships like Eli Lilly for microgravity drug research, as well as the bidding process, security clearances, and the importance of space exploration. $RDW TIMESTAMPS: 00:00:00 START 00:03:02 Where Redwire lies in the space value chain 00:06:06 Redwire’s Q4 national security revenue 00:10:23 On space race and moon dominance 00:15:01 The outlook for drug development in space 00:24:52 Drivers for profitable growth rate 00:31:17 The dynamics of space industry revenues 00:35:09 The bidding process 00:48:08 Aliens: Are they real or not real? After Earnings is brought to you by Stakeholder Labs and Morning Brew. Follow Us X: AfterEarnings TikTok: AfterEarnings Instagram: AfterEarnings_ Youtube: @AfterEarnings Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    55 mins