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After Earnings

After Earnings

Morning Brew

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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Top 10 After Earnings Episodes

Goodpods has curated a list of the 10 best After Earnings episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to After Earnings for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite After Earnings episode by adding your comments to the episode page.

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 values, the benefits of the co-CEO structure, and the significance of doing good to drive performance.

$DX

00:00 START

02:10 Understanding REITs and Dynex's Role

11:38 Lessons from the 2008 Financial Crisis

15:04 Preparing for Policy Changes

23:48 Capital Raise and Demand

25:47 Impact of Fed Rate Cuts

28:52 Business Philosophy: Do Well and Do Good

32:14 The Co-CEO Dynamic

After Earnings is brought to you by Stakeholder Labs and Morning Brew.

For more go to https://www.afterearnings.com

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This episode was recorded before the 7/31/2024 Federal Open Market Committee.

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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 story

00:06:26 Selecting which sports brands and personalities to partner with

00:10:56 How Celsius was able to capitalize on the “living fit” trend successfully

00:13:02 The process of product development

00:17:00 Growth levers from Pepsi’s $550M investment

00:23:45 Pricing strategy for entering new markets

00:26:10 Stepping in as Celsius’ new CEO

00:33:04 Deepening the relationship with retail investors

After Earnings is brought to you by Stakeholder Labs and Morning Brew.

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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 organizations

00:19:10 How social listening data can shape brand marketing

00:23:43 Balancing quality and speed as a company

00:31:01 The three areas in which AI is helpful to customers

00:34:46 Influencer marketing

00:40:09 Insights from data gathered on Sprout

00:45:00 Societal conversations around social media

_________

After Earnings is brought to you by Stakeholder Labs and Morning Brew.

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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: @AfterEarnings

TikTok: @AfterEarnings

Instagram: @AfterEarnings_

Youtube: @AfterEarnings

Reach Out

Email: [email protected]

Learn more about your ad choices. Visit megaphone.fm/adchoices

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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.

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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.

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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

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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.

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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

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Ann Berry spoke to Matt Skaruppa, CFO of Duolingo, about the earnings and the company’s growing subscriber base, new products, and how that little green owl mascot came to be. Highlights include hitting 100 million monthly active users, innovations in AI integration, and Duolingo's mission to make education universally accessible. Are you heading to Duocon?

$DUOL

00:00 START

01:04 Duolingo's Journey and Growth

02:28 The Importance of Language Learning

04:28 Innovations in AI and User Experience

06:10 Duolingo's Characters and Engagement

07:00 Geographical Reach and User Base

09:00 Earnings and Growth Metrics

14:02 Monetization Strategies and Future Plans

16:20 Duolingo English Test and Strategic Goals

18:46 Upcoming DuoCon Event

After Earnings is brought to you by Stakeholder Labs and Morning Brew.

For more go to https://www.afterearnings.com

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FAQ

How many episodes does After Earnings have?

After Earnings currently has 31 episodes available.

What topics does After Earnings cover?

The podcast is about News, Investing, Business News, Podcasts and Business.

What is the most popular episode on After Earnings?

The episode title 'Sprout Social: Influencer Marketing, Social-First Orgs, and Scaling for Growth with President Ryan Barretto' is the most popular.

What is the average episode length on After Earnings?

The average episode length on After Earnings is 41 minutes.

How often are episodes of After Earnings released?

Episodes of After Earnings are typically released every 7 days.

When was the first episode of After Earnings?

The first episode of After Earnings was released on Mar 12, 2024.

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