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 environ...
Aug 19, 2024•45 min
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. $SHOP 00:...
Aug 14, 2024•41 min
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. $TLRY 00:00 START 04:...
Aug 07, 2024•50 min
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...
Aug 01, 2024•47 min
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 l...
Jul 25, 2024•53 min
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 skinc...
Jul 17, 2024•43 min
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 tee...
Jul 10, 2024•49 min
In this episode, hosts Katie Perry and Austin Hankwitz interview Vishal Garg, the CEO of Better.com. The conversation delves into how Better.com is revolutionizing the mortgage industry by leveraging technology to streamline processes and reduce costs. Vishal emphasizes the company's mission to make homeownership accessible to a broader audience while focusing strongly on customer experience. The discussion also covers the challenges faced in a volatile market, their approach to regulatory compl...
Jun 26, 2024•44 min
In this episode of After Earnings, the hosts sit down with Brett Schulman, co-founder and CEO of the fast-growing restaurant chain Cava. They discuss Cava's journey from its founding to going public, emphasizing the strategic preparations and robust growth leading to its successful IPO. Brett shares insights on the company's focus on digital transformation, leveraging data, and maintaining strong in-store and digital customer experiences. Additionally, the conversation highlights Cava's commitme...
Jun 19, 2024•47 min
On this episode of After Earnings hosts Austin Hankwitz and Katie Perry explore Visional CEO and founder Swimmy Minami’s journey and the rise of his company. They discuss Visional's use of AI in HR, its recent IPO on the Tokyo Stock Exchange, and the differences between the Japanese and U.S. job markets. Swimmy also talks about Visional's plans for cybersecurity and other growth areas, his recent accolade from EY as World Entrepreneur of the Year, and his involvement with the Yankees. EY World E...
Jun 12, 2024•37 min
In this episode of 'After Earnings', Katie Perry and Austin Hankwitz interview Eliran Glazer, CFO of monday.com. Founded in 2012, monday.com helps businesses create no-code workflow tools and went public in 2021. Eliran discusses balancing user types, AI integration, sustainable growth, managing headcount, their Super Bowl ad, and future cash flow plans. The conversation also covers IPO preparation, investor relations, and long-term growth strategies. $MNDY 00:00 START 00:54 Understanding Monday...
Jun 06, 2024•51 min
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 comp...
May 22, 2024•1 hr 4 min
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...
May 15, 2024•39 min
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 ...
May 08, 2024•49 min
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 pla...
May 01, 2024•40 min
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:...
Apr 24, 2024•37 min
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...
Apr 17, 2024•47 min
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...
Apr 03, 2024•51 min
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 sp...
Mar 27, 2024•55 min
Hosts Katie Perry and Austin Hankwitz sat with Celsius CEO John Fieldly in the latest episode of After Earnings. Together, they discussed Celsius's success in building a strong brand identity, expanding market share, and leveraging data analytics to connect with consumers and drive company growth. John emphasized the impact of PepsiCo's $550M investment, product innovation, and aligning with influencers and brands like Jake Paul and Inter Miami. $CELH 00:00:00 START 00:03:11 Celsius’ growth stor...
Mar 20, 2024•39 min
On this episode of After Earnings, hosts Katie Perry and Austin Hankwitz sit down with Matt Meeker, co-founder and CEO of BARK. Matt shares insights on marketing and brand management, as well as maintaining momentum, managing employee morale, and product expansion. BARK is expanding its consumables business and bringing the same fun, humor and storytelling that made BarkBox famous to the dog treats category with the launch of its first full collection of dog treats called The Snack Pack. Timesta...
Mar 13, 2024•49 min
In this episode of After Earnings, hosts Katie Perry and Austin Hankwitz sit down with Ryan Barretto, President of Sprout Social.. They discuss the company's growth strategy, data analysis, and the evolving role of social media in business. The conversation delves into Sprout Social's focus on sophisticated customers and how social listening aids decision-making. Timestamps 00:00:00 Start 00:04:17 How Sprout Social’s strategy shifted as a company in 2023 00:13:33 Companies becoming social-first ...
Mar 13, 2024•52 min
The stock market has changed. Once dominated by a few huge players, a new wave of engaged retail investors has 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 Austin Hankwitz and Katie Perry as they bring the conversations that used to be available only to hedge fund managers to the rest of us. After Earnings is brought to you by Stakeholder Labs and Morning Brew. Follow Us X: @AfterE...
Mar 12, 2024•1 min
