- Видео 168
- Просмотров 83 840
After Earnings
США
Добавлен 29 ноя 2023
The stock market has changed. Once dominated by a few huge players, a new wave of engaged retail investors have more influence 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.
Synopsys: Unpacking Silicon & Systems in the Age of AI
With the CHIPS Act, rocketship growth in AI and a long trend of automation, companies like Synopsys ($SNPS) are getting unprecedented investor attention. On the latest episode of After Earnings, CFO Shelagh Glaser joined Ann Berry to discuss:
• Source of record revenue growth to $6B in 2024
• The $35B acquisition of $ANSS + partnerships with $NVDA, $AMZN, and $TSM
• Executing on AI-driven growth in 2025
$SNPS
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• Source of record revenue growth to $6B in 2024
• The $35B acquisition of $ANSS + partnerships with $NVDA, $AMZN, and $TSM
• Executing on AI-driven growth in 2025
$SNPS
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
For more, go to www.afterearnings.com.
Follow Us
X: AfterEarnings
TikTok: www.tiktok.com/@AfterEarnings
Instagram: afterearnings_
Reach Out
Email: afterearnings@morningbrew.com
Просмотров: 3
Видео
Royal Caribbean CFO Naftali Holtz on wooing millennials, bigger ships & the future of land vacations
Просмотров 12016 часов назад
The cruise industry is booming, with 37 million passengers expected this year. Royal Caribbean Group, one of the world’s largest cruise operators, with 66 ships visiting ~1,000 destinations, saw its stock surge after reporting strong 2024 earnings growth and record new bookings. Ann Berry spoke with CFO Naftali Holtz to break down why - and to address public perception of the sector’s impact on...
Plant-based Food: Hype or the Future?
Просмотров 9914 дней назад
The food industry has seen a surge in plant-based and lab-grown alternatives, with Beyond Meat going public in 2019 and Oatly following in 2021. Pat Brown founded Impossible Foods in 2011. Despite the recent challenges faced by Beyond Meat and Oatly, Pat remains committed to his mission, now focusing on tackling climate change and reducing carbon emissions. 00:00 START 00:24 The Rise and Challe...
Flip Phones Are Back?! Plus, Navigating Changing Administrations with Lenovo
Просмотров 26428 дней назад
On this episode of After Earnings, Ann Berry chats with Ryan McCurdy, President of North America at Lenovo. Ryan, who joined Lenovo in September 2023 after over 20 years at Intel, discusses how the company's new marketing partnerships with FIFA, F1, and celebrity endorsements, including Paris Hilton, have boosted brand awareness. He also shares his insights on the PC replacement cycle, Lenovo's...
How Lemonade Uses AI to Compete in the MASSIVE Insurance Market
Просмотров 2 тыс.Месяц назад
How Lemonade Uses AI to Compete in the MASSIVE Insurance Market
How Roku Empowers Small Businesses in the Streaming Era
Просмотров 389Месяц назад
How Roku Empowers Small Businesses in the Streaming Era
Salesforce CEO Marc Benioff on the "AI Labor Force," AI Bubble Risks, & Tech in the New Government
Просмотров 2,7 тыс.2 месяца назад
Salesforce CEO Marc Benioff on the "AI Labor Force," AI Bubble Risks, & Tech in the New Government
How AI Could Impact Your Credit Score with Upstart CEO Dave Girouard
Просмотров 1,2 тыс.2 месяца назад
How AI Could Impact Your Credit Score with Upstart CEO Dave Girouard
Zoetis: The Major Player in the $500B Pet Market You May Not Have Heard Of
Просмотров 2902 месяца назад
Zoetis: The Major Player in the $500B Pet Market You May Not Have Heard Of
Airbnb: New Host Features, Unique listings, and International plans with CBO Dave Stephenson
Просмотров 2553 месяца назад
Airbnb: New Host Features, Unique listings, and International plans with CBO Dave Stephenson
Docusign: 1 Billion Users and Why CFO Blake Grayson Is Banking on Agreement Automation
Просмотров 5953 месяца назад
Docusign: 1 Billion Users and Why CFO Blake Grayson Is Banking on Agreement Automation
Affirm: Apple Partnership, Gen Z Appeal, & Investor Questions w/ COO & CFO Michael Linford
Просмотров 7 тыс.4 месяца назад
Affirm: Apple Partnership, Gen Z Appeal, & Investor Questions w/ COO & CFO Michael Linford
Arm: SoftBank Ownership, Licensing Growth, and Global Reach with CFO Jason Child
Просмотров 1,2 тыс.4 месяца назад
Arm: SoftBank Ownership, Licensing Growth, and Global Reach with CFO Jason Child
Pfizer: Oncology Breakthroughs, GLP-1, and Strategic M&A Insights with CFO Dave Denton
Просмотров 3774 месяца назад
Pfizer: Oncology Breakthroughs, GLP-1, and Strategic M&A Insights with CFO Dave Denton
Yext: The Inner Workings of the Internet, AI's Impact on Search, & Hype Cycles with CEO Mike Walrath
Просмотров 1524 месяца назад
Yext: The Inner Workings of the Internet, AI's Impact on Search, & Hype Cycles with CEO Mike Walrath
Upwork: Navigating the Intersection of Fractional Work and AI Innovation with CFO Erica Gessert
Просмотров 1615 месяцев назад
Upwork: Navigating the Intersection of Fractional Work and AI Innovation with CFO Erica Gessert
AI Supercomputing, Rural Development, and Data Centers with Applied Digital CEO Wes Cummins
Просмотров 1,7 тыс.5 месяцев назад
AI Supercomputing, Rural Development, and Data Centers with Applied Digital CEO Wes Cummins
Duolingo: Growth, AI Tools, and What's Up With That Owl with CFO Matt Skaruppa
Просмотров 2545 месяцев назад
Duolingo: Growth, AI Tools, and What's Up With That Owl with CFO Matt Skaruppa
GoDaddy: Beyond Domain Dominance with CFO Mark McCaffrey
Просмотров 1705 месяцев назад
GoDaddy: Beyond Domain Dominance with CFO Mark McCaffrey
Shopify: Bridging Online and Offline Retail with President Harley Finkelstein
Просмотров 6985 месяцев назад
Shopify: Bridging Online and Offline Retail with President Harley Finkelstein
Tilray Brands: From Cannabis Pioneer to Beverage Disruptor with CEO Irwin D. Simon
Просмотров 3,2 тыс.6 месяцев назад
Tilray Brands: From Cannabis Pioneer to Beverage Disruptor with CEO Irwin D. Simon
Dynex Capital: REITs, Yield, and the Fed’s Next Move with co-CEO Smriti Popenoe
Просмотров 1 тыс.6 месяцев назад
Dynex Capital: REITs, Yield, and the Fed’s Next Move with co-CEO Smriti Popenoe
Winnebago CEO Michael Happe: Why the Classic RV Brand is Making Major Marine Moves
Просмотров 3176 месяцев назад
Winnebago CEO Michael Happe: Why the Classic RV Brand is Making Major Marine Moves
e.l.f. Beauty CEO Tarang Amin: How e.l.f. Succeeds Against Celebrity Brands like Fenty and Rhode
Просмотров 7516 месяцев назад
e.l.f. Beauty CEO Tarang Amin: How e.l.f. Succeeds Against Celebrity Brands like Fenty and Rhode
Life360: Trolling TikTokers, Privacy vs. Safety, & the Future of Location Sharing w/ CEO Chris Hulls
Просмотров 2797 месяцев назад
Life360: Trolling TikTokers, Privacy vs. Safety, & the Future of Location Sharing w/ CEO Chris Hulls
Better.com: One-Day Mortgages, Interest Rate Woes, & How Not to Handle Layoffs with CEO Vishal Garg
Просмотров 5747 месяцев назад
Better.com: One-Day Mortgages, Interest Rate Woes, & How Not to Handle Layoffs with CEO Vishal Garg
Cava: Innovating Fast-Casual Dining, Pushing Love Buttons, and IPO Success With CEO Brett Schulman
Просмотров 9607 месяцев назад
Cava: Innovating Fast-Casual Dining, Pushing Love Buttons, and IPO Success With CEO Brett Schulman
Visional: Business in Japan, Becoming a Yankees Partner, & Digital Transformation, CEO Swimmy Minami
Просмотров 4357 месяцев назад
Visional: Business in Japan, Becoming a Yankees Partner, & Digital Transformation, CEO Swimmy Minami
monday.com: Free Cash Flow, Margin Expansion, and Future Plans with CFO Eliran Glazer
Просмотров 3728 месяцев назад
monday.com: Free Cash Flow, Margin Expansion, and Future Plans with CFO Eliran Glazer
Affirm: BNPL, Competitive Strategies, and Debunking ‘Phantom Debt’ with CFO Michael Linford
Просмотров 7888 месяцев назад
Affirm: BNPL, Competitive Strategies, and Debunking ‘Phantom Debt’ with CFO Michael Linford