After Earnings

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Oct 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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60 recent

October 5, 202636 min

MercadoLibre CFO Martin de los Santos on Growing E-Commerce in Latin America

MercadoLibre CFO Martin de los Santos joins Ann Berry to discuss how his company is growing e-commerce across Latin America. With 30 straight quarters of revenue growth, Martin shares how MercadoLibre focuses on removing the friction of e-commerce and how the company is using fintech to fill the gaps for customers. 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

September 30, 202631 min

Wealthfront CFO Alan Imberman on $100B Milestone: Growth, Buybacks & Road to $1T

Wealthfront just crossed $100 billion in platform assets, doubling from $50 billion in under three years. CFO Alan Imberman joins Katie Perry to break down the quarter. He explains why Wealthfront is buying back stock below its IPO price, how home lending fits into a high-margin business, and why the company has its sights set on $1T.

September 28, 202627 min

Ouster CEO on Lidar, Cameras and the Physical AI Stack

Angus Pacala, co-founder and CEO of Ouster ($OUST), joins Austin Hankwitz after a quarter with $55M in revenue, up 56% year over year. They talk about REV8, the first lidar with native color, and the $35M Stereolabs acquisition. He also explains how Ouster is building the sensing layer for physical AI and what puts the company on track for its first profitable year in 2027.

September 23, 202623 min

How American Airlines is Building a Loyalty Program for Businesses and Travelers

Ann Berry is joined by Jacob Teplin, Managing Director of AAdvantage Business℠  to discuss American Airlines' loyalty program that is designed for growing businesses and the travelers who work for them. They delve into what it took to design the program built to keep two very different customers happy at once, where he sees it heading next and why the program was harder to produce than it immediately appears.

September 21, 202635 min

Curiosity Inc. CEO Clint Stinchcomb On the Pivot to AI Licensing

Curiosity Inc. CEO Clint Stinchcomb joins Ann Berry to lay out his streaming company’s business structure and plan. And why the documentary-heavy platform is pivoting from a subscriber based business to an AI Licensing based business. Ann and Clint discuss what the market looks like for AI licensing and how investors are reacting to the change in strategy.  0:00 – Intro 1:30 – Curiosity Inc.'s business model: subscription + licensing 4:20 – Who needs AI training data 5:44 – Demand for raw/unedited video 7:23 – Content library examples: Attenborough, nature/wildlife docs 10:17 – What "ethical sourcing" and chain of title mean 14:41 – Subscription vs. licensing revenue mix, investor concerns 19:20 – Independent creators seeking licensing deals 22:10 – Why raw/HDR footage is valuable for training 23:56 – 2026 guidance 25:06 – Team strategy & AI productivity 30:49 – Life as a public company post-SPAC 32:32 – Closing remarks 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 OutEmail: afterearnings@morningbrew.com $CURI

September 15, 202632 min

Ethos CEO Peter Colis on 113% Growth and Reinventing Life Insurance

Austin Hankwtiz is joined by Peter Colis, co-founder and CEO of Ethos Technologies, to discuss how the company is transforming life insurance with instant online underwriting, why eight of nine life insurtech competitors have been shuttered, pivoted or acquired, and what's driving Ethos's 113% revenue growth. $LIFE [00:00] Peter Colis, co-founder and CEO of Ethos, joins [01:06] What Ethos does [02:09] What's driving 113% revenue growth [04:10] The Geico and Progressive parallel [06:37] Inside the agent business [09:11] Margin trade-offs: direct vs. third-party [13:54] Competitive moat and why rivals failed [17:17] The $100 million share repurchase [20:38] What investors still don't understand [26:42] Inside the ten-minute underwriting process [31:52] Outro and upcoming episodes After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Ethos Technologies, Peter Colis, life insurance, insurtech, After Earnings, IPO, fintech, term life insurance, underwriting, insurance technology, revenue growth, public markets, investing, financial services, agent distribution

September 7, 202630 min

Prudential CFO Yanela Frias on reshaping the business, exiting certain markets and reallocating resources

Ann Berry is joined by Yanela Frias, CFO of Prudential Financial, to discuss the company’s five-year plan to reshape its business, its exit from emerging markets and where it’s reallocating resources. They also delve into Yanela’s 30-year career at Prudential and why she’s made a point of never staying in the same role for more than three years.00:00 Yanela Frias, Prudential CFO, joins01:22 Breaking down Prudential’s business03:54 Prudential’s new five-year strategy06:41 Simplifying a 150-year-old company08:20 How Prudential’s insurance and asset management businesses work together09:28 Using technology and AI in underwriting11:54 Capital-intensive vs. capital-light businesses13:06 Prudential’s role in private credit14:37 Exiting emerging markets16:16 Understanding the opportunity in Japan19:33 How higher interest rates impact Prudential21:06 PGIM, equity markets and diversification22:48 Prudential’s capital allocation strategy24:18 Yanela’s nearly 30-year career at Prudential26:20 OutroAfter 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$PRU

August 27, 202618 min

Nasdaq’s Emily Spurling on SpaceX, the ETF Revolution & how the Nasdaq-100 has evolved

Ann Berry is joined by Emily Spurling, Senior Vice President and Global Head of Index at Nasdaq, to unpack the evolution of the Nasdaq-100. They discuss SpaceX’s blockbuster IPO, how companies staying private for longer are changing the makeup of public markets, and why Nasdaq has evolved its rules for index inclusion. Plus, Emily breaks down the ETF revolution and where she’s seeing the next wave of innovation across the economy.00:00 Emily Spurling, Nasdaq’s Global Head of Index, joins01:20 Why the Nasdaq-100 isn’t just a tech index03:13 Walmart and the Nasdaq brand03:59 Why financial companies aren’t included04:51 SpaceX’s Nasdaq debut05:43 Companies staying private longer and the fast-entry process09:09 Concentration in the Nasdaq-10010:54 Could SK Hynix join the index?11:59 Nasdaq-100 inclusion criteria12:39 How ETFs expanded access to the Nasdaq-10014:35 How Nasdaq works with ETF partners15:37 What could reshape the Nasdaq-100 next17:01 Where innovation is emerging beyond tech17:44 OutroAfter 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

August 24, 202632 min

Shift4 CEO Taylor Lauber on Its AI Data Advantage, Global Expansion & Luxury Spending

Ann Berry is joined by Taylor Lauber, CEO of Shift4, to discuss how the company grew from processing payments for small businesses to powering transactions across restaurants, hotels and stadiums. They also delve into Shift4’s approach to AI, its acquisition strategy and why investors have grown more skeptical of the payments sector. 00:00 Taylor Lauber, CEO of Shift4, joins01:16 Shift4's origin story03:49 Building the restaurant technology suite06:19 Shift4's verticals07:29 Revenue split08:58 Competing with Toast and other point-of-sale players12:33 Tax-free shopping and Middle East travel disruption15:18 Global Blue acquisition and international expansion17:29 Shift4's AI investment strategy20:54 The "Jack and Coke problem" and proprietary data23:53 Discussing Shift4's stock28:24 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 $FOUR

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