After Earnings

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Aug 2026

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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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August 13, 202631 min

Match Group CFO Steven Bailey on Tinder's turnaround strategy, IRL events and winning over Gen Z

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 experiential feature08:56 Balancing resources between Tinder and Hinge09:44 Match Group's brand framework11:29 Payer penetration at Tinder vs. Hinge13:56 E&E: centralizing shared infrastructure15:11 Cost savings from the E&E platform16:13 Match Group's acquisition strategy16:57 Inside the Hers and Salams acquisitions18:34 Breaking down the $60 million budget20:45 AI features and user adoption23:07 AI-powered recommendation algorithms24:04 AI's role in monetization26:05 Payer declines vs. MAU trends27:05 Free cash flow and shareholder returns28:17 Outro and upcoming episodes After Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.com Follow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/ Reach OutEmail: afterearnings@morningbrew.com $MTCH

July 27, 202629 min

Navan Co-Founder & CEO on disrupting business travel, scaling globally & why AI companies use Navan

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 customer base06:07 Who Navan sells to07:52 Legacy travel software09:03 Why AI companies still need Navan12:48 Where Navan invests in R&D14:24 Navan Edge: AI travel assistant 16:24 Disrupting the travel industry 17:56 Navan's M&A ambitions18:49 Inside the Brazil acquisition22:04 The blurring line between business and personal travel 24:48 Travel destination trends26:45 Outro and upcoming episodesAfter Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: afterearnings@morningbrew.com$NAVN

July 13, 202630 min

Twilio CEO on the Company's Turnaround Strategy, AI-Powered Customer Communication & the Robocall Problem

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 Twilio's customer base07:29 Branded calls and fighting spam08:04 Building trust in the US telecom network11:21 WhatsApp, Meta, and other emerging messaging channels13:38 New products unveiled at Twilio's customer conference18:24 Personalizing the mortgage-shopping journey24:24 Q1 results 26:31 Capital allocation27:17 Outro and upcoming episodes After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: afterearnings@morningbrew.com $TWLO

June 15, 202628 min

Zscaler CFO on Next-Gen Cybersecurity, How AI Models Expose Vulnerabilities & the Software Selloff

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. doomsday bunker: the zero trust architecture04:34 Zscaler's customer base05:56 Project Glasswing: partnering with Anthropic on vulnerability research06:35 How frontier AI models find security vulnerabilities at machine speed09:03 Why Zscaler's stock is down 40% despite AI partnerships11:32 Ad break: KeyBank12:17 Using AI internally14:18 International expansion16:46 M&A strategy18:42 Acquisition multiples and the AI premium19:27 How Zscaler evaluates ROI on acquisitions20:45 Earnings results22:50 The war for enterprise sales talent24:36 Capital allocation25:25 Outro and upcoming episodes After Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.com Follow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/ Reach OutEmail: afterearnings@morningbrew.com $ZS

June 1, 202625 min

DraftKings CFO on Prediction Markets, the “Super App” & Sports Betting Integrity

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 profitability01:25 Prediction markets: threat or opportunity?02:53 Cannibalization concern: what the data actually shows03:34 Why sportsbook users aren't switching to prediction markets05:26 Prediction market regulation: CFTC rulemaking and legislative bans06:38 Market integrity: fighting insider trading and gaming the system07:58 The Super App: from seven apps to one unified platform09:33 Super App expansion: lotteries, horse racing, and what's next10:06 Could DraftKings move into stock trading?11:08 Rail Bird acquisition: building a prediction market exchange12:07 Ad break: KeyBank12:38 ESPN, NBC, and Amazon: the content partnership strategy14:19 What exclusive broadcast deals actually do for the bottom line15:06 League partnerships vs. broadcast deals: a disciplined approach16:14 State tax hikes: the regulatory landscape17:21 Black market competition: offshore sportsbooks and the tax disadvantage19:26 Cost-cutting and margin defense20:07 Path to 30% EBITDA margins21:26 Breaking down the balance sheet22:23 Prediction markets as a billion-dollar TAM opportunity22:43 Outro and upcoming episodes 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/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $DKNG

May 18, 202626 min

Duolingo CFO on the Going “Big" Strategy, AI Content Growth & Expanding Beyond Languages

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, CFO of Duolingo, Joins01:47 Go big or go home: the strategy shift explained03:32 The cost of not swinging for a billion users04:05 Analyst skepticism addressed05:36 Shots on goal: product, Asia, and performance marketing07:28 Speaking features, AI ingredients, and learning outcomes08:00 Chess, math, and music as new growth vectors10:03 Asian language learners and China's English boom11:34 AI-powered content creation13:51 Where AI costs show up on the P&L14:42 Gross margin compression and investment guidance15:05 2026 guidance: bookings, revenue, and EBITDA targets16:18 The balance sheet: $1B+ cash and buyback strategy18:01 M&A appetite: tuck-ins vs. transformational deals19:34 Why Duolingo is staying software-focused20:43 Gillian's transition from board member to CFOAfter Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: afterearnings@morningbrew.com$DUOL

May 4, 202632 min

Booking Holdings CEO on Travel, Brand Distinction and Connected Trips

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. Glenn also shares how he thinks about attracting entrepreneurial talent, navigating M&A and positioning Booking for long‑term growth.After Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: afterearnings@morningbrew.com$BKNG

April 20, 202623 min

Ferrovial CFO on Building JFK Terminal 1, its Heathrow Exit, and the Growth Opportunity in Highways

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 Nasdaq.00:00 Ferrovial CFO Ernesto López Mozo Joins00:41 What Ferrovial does01:30 Inside JFK Terminal One development02:53 How major infrastructure projects get financed04:04 Public vs private funding in infrastructure05:04 Competing with private equity in infrastructure deals05:36 Target returns and managing construction risk06:13 Why Ferrovial sold its Heathrow stake07:07 U.S. infrastructure boom and growth opportunities08:14 Highways vs airports: where demand is strongest09:07 The role of AI and data centers in infrastructure10:20 Why Ferrovial isn’t going big on data centers11:18 Competition for capital in infrastructure investing12:03 Geographic focus: U.S. vs global expansion12:58 Breaking down strong earnings growth14:24 Capital structure and project-level debt strategy16:12 Why Ferrovial listed on the Nasdaq16:53 Impact of joining the Nasdaq-10017:31 Who’s buying the stock: investor base breakdown18:26 Attracting more U.S. investors19:22 The future of transportation: autonomy and eVTOLsAfter Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: afterearnings@morningbrew.com$FER

April 6, 202630 min

Snowflake CEO on AI Risk, Product Innovation and Winning Enterprise Customers

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 compensation structures. 00:00 Snowflake CEO Sridhar Ramaswamy Joins00:51 What Snowflake does (data cloud explained)02:28 Customer base and how companies use Snowflake04:37 Inside Snowflake’s workforce 06:13 SnowWork and the company’s AI push08:47 Partnerships with OpenAI, Anthropic, and Google Cloud11:02 Can AI companies replace traditional software?13:35 Risks of LLMs learning from customer data15:02 Snowflake’s M&A strategy and recent deals16:16 What types of companies Snowflake wants to acquire17:15 Competition for AI talent and hiring strategy18:44 Paying founders: cash vs stock19:36 Where future growth will come from21:22 Pricing strategy and enterprise negotiations23:13 Capital allocation: buybacks and acquisitions25:17 Focus on GAAP profitability26:18 Stock-based compensation and retaining talent After Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.com Follow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/ Reach OutEmail: afterearnings@morningbrew.com$SNOW

March 23, 202630 min

Everpure CEO on Preparing Data for AI, The Company Rebrand and Investing in Sales Talent

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 the supply-chain pressures driving up memory costs. 00:00 Everpure CEO Charles Giancarlo Joins 00:45 What EverPure actually does (data storage explained) 04:43 Customer base: enterprise vs mid-market 05:29 Shift from storage hardware to data software 05:59 Preparing enterprise data for AI use 08:29 Growth metrics and 2026 outlook 10:03 Why the company rebranded to Everpure 11:34 R&D investment and product focus areas 14:28 Rising sales and marketing spend 16:47 Hiring and competition for sales talent 18:39 Competitive landscape and positioning vs hyperscalers 20:30 Memory costs and supply chain challenges 22:27 Where semiconductor supply comes from 24:07 Stock performance and investor messaging 24:39 Long-term strategy vs short-term stock moves 26:27 Capital allocation: buybacks and acquisitions 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 $PSTG

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After Earnings

About the show

Listen to episodes

Match Group CFO Steven Bailey on Tinder's turnaround strategy, IRL events and winning over Gen Z

Navan Co-Founder & CEO on disrupting business travel, scaling globally & why AI companies use Navan

Twilio CEO on the Company's Turnaround Strategy, AI-Powered Customer Communication & the Robocall Problem

Zscaler CFO on Next-Gen Cybersecurity, How AI Models Expose Vulnerabilities & the Software Selloff

DraftKings CFO on Prediction Markets, the “Super App” & Sports Betting Integrity

Duolingo CFO on the Going “Big" Strategy, AI Content Growth & Expanding Beyond Languages

Booking Holdings CEO on Travel, Brand Distinction and Connected Trips

Ferrovial CFO on Building JFK Terminal 1, its Heathrow Exit, and the Growth Opportunity in Highways

Snowflake CEO on AI Risk, Product Innovation and Winning Enterprise Customers

Everpure CEO on Preparing Data for AI, The Company Rebrand and Investing in Sales Talent

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