After Earnings

Jaksot

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  Ethos CEO Peter Colis on 113% Growth and Reinventing Life Insurance 15.09.2026 32min

  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
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  Prudential CFO Yanela Frias on reshaping the business, exiting certain markets and reallocating resources 07.09.2026 30min

  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: [email protected]$PRU
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  Nasdaq’s Emily Spurling on SpaceX, the ETF Revolution & how the Nasdaq-100 has evolved 27.08.2026 18min

  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: [email protected]
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  Shift4 CEO Taylor Lauber on Its AI Data Advantage, Global Expansion & Luxury Spending 24.08.2026 32min

  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: [email protected] $FOUR
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  Match Group CFO Steven Bailey on Tinder's turnaround strategy, IRL events and winning over Gen Z 13.08.2026 31min

  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: [email protected] $MTCH
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  Navan Co-Founder & CEO on disrupting business travel, scaling globally & why AI companies use Navan 27.07.2026 29min

  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: [email protected]$NAVN
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  Twilio CEO on the Company's Turnaround Strategy, AI-Powered Customer Communication & the Robocall Problem 13.07.2026 30min

  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: [email protected] $TWLO
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  Zscaler CFO on Next-Gen Cybersecurity, How AI Models Expose Vulnerabilities & the Software Selloff 15.06.2026 28min

  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: [email protected] $ZS
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  DraftKings CFO on Prediction Markets, the “Super App” & Sports Betting Integrity 01.06.2026 25min

  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: [email protected] $DKNG
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  Duolingo CFO on the Going “Big" Strategy, AI Content Growth & Expanding Beyond Languages 18.05.2026 26min

  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: $1B+ cash and buyback strategy18:01 M&A appetite: tuck-ins vs. transformational deals19:34 Why Duolingo is staying software-focused20:43 Gillian's transition from board member to CFOAfter Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: [email protected]$DUOL
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  Booking Holdings CEO on Travel, Brand Distinction and Connected Trips 04.05.2026 32min

  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: [email protected]$BKNG
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  Ferrovial CFO on Building JFK Terminal 1, its Heathrow Exit, and the Growth Opportunity in Highways 20.04.2026 23min

  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: [email protected]$FER
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  Snowflake CEO on AI Risk, Product Innovation and Winning Enterprise Customers 06.04.2026 30min

  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: [email protected]$SNOW
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  Everpure CEO on Preparing Data for AI, The Company Rebrand and Investing in Sales Talent 23.03.2026 30min

  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: [email protected] $PSTG
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  Zeta Global CEO David Steinberg on AI Marketing, Connected TV Advertising and Zeta’s Path to $2B+ Revenue 09.03.2026 34min

  Ann Berry is joined by Zeta Global Co-founder & CEO David Steinberg to discuss how the company is using AI to transform digital marketing. Steinberg explains how Zeta’s platform helps enterprises acquire, retain and monetize customers, why the company invested in AI years before the recent boom and how it built its consumer data cloud. They also discuss the “software apocalypse” narrative weighing on SaaS stocks, Zeta’s push into connected TV advertising and how its new AI assistant Athena could further automate marketing decisions. 00:00 Zeta Global CEO David Steinberg Joins01:00 What Zeta’s Marketing Platform Actually Does03:14 Why Zeta Pivoted to AI in 201707:30 Building a Massive Consumer Data Cloud08:34 How Zeta Uses Data to Target and Acquire Customers10:02 The “Software Apocalypse” and Tech Stock Selloff10:44 Zeta’s Growth: Revenue, Cash Flow, and Scale12:06 Connected TV Advertising and Data Targeting13:45 Why AI Won’t Replace Enterprise Software17:46 Introducing Athena: Zeta’s AI Marketing Copilot19:02 Automating Marketing Strategy with AI21:06 The Path to $2.3B in Revenue22:14 Pricing Power and Return on Ad Spend26:03 M&A Strategy and Growth Through Acquisitions 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: [email protected] $ZETA
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  Coursera CEO Greg Hart on the Udemy Deal, the Skills Economy and the Future of Online Education 23.02.2026 35min

  Ann Berry is joined by Coursera CEO Greg Hart, to discuss where online education is headed, Coursera's position within a rapidly changing skills economy and what the company’s combination with Udemy means for learners, enterprises and creators. They explore how Coursera is using generative AI inside its products, along with the company’s broader approach to scale, monetization and long-term growth. 00:00 Coursera CEO Greg Hart Joins01:12 Coursera’s Position in the Global Education Market02:56 The Coursera–Udemy Combination Explained05:15 Consumer vs. Enterprise Revenue Mix06:31 Course Creation Speed & Academic vs. Creator Models09:54 Partnerships with OpenAI, Google, and Microsoft12:00 Monetization Strategy15:30 M&A Strategy and Sector Consolidation17:58 Stock Performance and Investor Sentiment21:15 Generative AI in Learning and Course Creation24:46 AI Policies and Human Instructors26:45 Coursera as a Public Benefit Corporation (B Corp)30:30 AI Inside the Company and Workforce Impact 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: [email protected]$COUR
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  Dynex Capital Co-CEO Smriti Popenoe on Mortgage REITs, the Fed and Risk Management in Housing Finance 09.02.2026 31min

  Ann Berry is joined by Dynex Capital Co-CEO Smriti Popenoe, who explains how mortgage REITs operate and how Dynex invests in agency mortgage-backed securities. Popenoe walks through the mechanics of leverage, interest-rate sensitivity and how those factors affect returns and dividends. They also discuss the Fed’s role in shaping financing costs, the function of Fannie Mae and Freddie Mac in the housing finance system and proposed limits on institutional ownership of residential real estate. 00:00 Dynex Capital Co-CEO Smriti Popenoe Joins 01:03 What Dynex Capital Does and How a Mortgage REIT Works 02:26 How Mortgages Are Sourced Through Fannie Mae and Freddie Mac 03:44 Government Guarantees, Credit Risk and Mortgage Securities 04:25 Could Fannie Mae and Freddie Mac Go Public? Potential Impacts 06:21 Due Diligence and Mortgage Selection at Dynex 06:41 Specified Pools and Managing Prepayment Risk 08:38 Mortgage Yields, Dividends, and Interest Rate Sensitivity 10:49 Leverage Strategy and Risk Management at Dynex 13:55 Competition in the Agency Mortgage REIT Market 15:53 Dynex’s Growth Strategy and Focus on Housing Finance 19:29 Institutional Ownership of Housing and Proposed Regulations 22:01 Portfolio Duration and Weighted Average Life of Mortgages 23:19 Why Dynex Uses a Co-CEO Structure 26:45 Decision-Making, Accountability, and Leadership Structure 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: [email protected] $DX
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  Gen CEO Vincent Pilette on Norton, Security and Financial Wellness 12.01.2026 22min

  Ann Berry is joined by Gen CEO Vincent Pilette to break down Gen’s business model and growth strategy following its expansion beyond cybersecurity. The conversation covers how brands like Norton, Avast, LifeLock and MoneyLion fit together, how Gen thinks about consumer trust and how financial wellness is being integrated into its core security platform. Pilette also discusses customer adoption, global expansion and how the company evaluates future adjacencies and acquisitions.00:00 – Gen CEO Vincent Pilette joins00:41 – Gen’s four business pillars and operating segments02:26 – Norton’s role in consumer cybersecurity02:57 – Consumer vs. B2B2C growth strategy04:15 – Customer journeys across Norton, LifeLock, and MoneyLion05:07 – Platform integration and challenges with cross-selling06:59 – Subscriber base and membership structure07:58 – Global user scale across paid and free customers08:21 – Financial wellness adoption and growth outlook09:57 – Positioning Gen for consumers and investors12:09 – Trust-based solutions13:33 – Strategic priorities and future expansion areas17:11 – Customer demand for blockchain-based solutions18:16 – Geographic mix and international growth strategyAfter 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: [email protected]$GEN
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  CLEAR's CEO Caryn Seidman Becker on Frictionless Travel, Biometrics & International Expansion 15.12.2025 28min

  Ann Berry is joined in-studio by CLEAR's CEO Caryn Seidman Becker They review the company’s latest quarter, the rollout of eGates and how the company is preparing for global expansion. Caryn shares what’s driving CLEAR’s growth across travel and enterprise, why healthcare is a major unlock and the ways digital identity is becoming a core layer of modern life. Highlights include: CLEAR's origin story and buyout from bankruptcy plus how the company navigated this fall's government shutdown. 00:00 — Caryn Seidman Becker Joins 00:53 — What’s Powering Clear’s Momentum 01:49 — eGates, CapEx & Free Cash Flow 02:13 — Airport Footprint & Expansion Plans 04:36 — Fixing Wait Times & Member Experience 06:07 — Travel During the Shutdown 07:23 — Signing Documents With Your Face 09:05 — DeepFakes & Identity Security 10:56 — Government Tech & Verification 11:19 — CLEAR in Entertainment & Events 13:21 — Cybersecurity & Holding Less Data 14:16 — Healthcare & “Killing the Clipboard” 18:49 — Global Travelers & Compliance 19:44 — Clear’s Origin Story 23:59 — Stock Price, Buybacks & Free Cash Flow 25:44 — M&A Outlook 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: [email protected] $YOU
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  ScottsMiracle-Gro's President & COO Nate Baxter on Modernizing the 160-Year-Old Lawn and Garden Business 01.12.2025 27min

  Ann Berry is joined in-studio by Nate Baxter, President & COO of ScottsMiracle-Gro. They discuss how the 160-year-old company is modernizing its iconic brands, balancing innovation with sustainability, and sunsetting its cannabis subsidiary. Nate explores shifting consumer demographics, regional growth strategies and the company’s planned packaging refresh.Highlights include:- How Scotts and Miracle-Gro are being reinvented for millennials and Gen Z- Why ScottsMiracle-Gro is exiting the cannabis business- How organic and sustainable lawn-care products are shaping the company’s future00:00 – Nate Baxter Joins01:06 – Pandemic hangover and the reset02:33 – Margin recovery and streamlining03:25 – Brand portfolio and recession resilience04:50 – Millennials, Gen Z & wellness06:51 – “Emerging” consumers, kids and pets09:04 – Organics, biologicals and safety10:44 – Modernizing packaging and brand aesthetic11:59 – E-commerce, website revamp and education13:32 – Exiting cannabis and Hawthorne’s future15:22 – Why tech and AI matter in lawn care17:22 – Weather, forecasting and media allocation18:27 – Seasonality and fall lawn strategy21:51 – Free cash flow, debt paydown & M&A24:05 – What a “transformational” deal could be $SMG