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 ...
Flip Phones Are Back?! Plus, Navigating Changing Administrations with Lenovo
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 strategies for growth, and more.
$LNVGY
00:00 START
04:46 Brand Awareness and Technology Showcases
08:28 Smartphone Market Growth and AI Features
13:13 AI Integration in Sales and Marketing
16:48 Infrastructure Solutions and AI Partnerships
21:02 IT Services
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25:24
How Lemonade Uses AI to Compete in the MASSIVE Insurance Market
Lemonade, founded in 2015, has harnessed AI to revolutionize insurance products and operations. CEO Daniel Schreiber joins host Ann Berry to share his vision for growing the business 10x. They dive into AI’s role in expanding into auto insurance, the use of “synthetic agents” to drive cash flow with General Catalyst, and the psychology behind insurance fraud.
$LMND
00:27 Lemonade’s Business Model and Growth
00:51 Financial Performance and Market Challenges
02:18 Deep Dive into Auto Insurance
04:20 AI and Telematics in Car Insurance
07:29 AI in Customer Acquisition and Retention
11:33 Synthetic Agents and Financial Strategy
24:16 Philanthropy and Social Impact
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32:15
How Roku Empowers Small Businesses in the Streaming Era
This week, Ann sits down with Roku CFO Dan Jedda to discuss the company’s content strategy, growth in ad revenue, and new products designed for small and medium-sized business clients. The episode explores whether TVs will ever be profitable for Roku, the role of ads in Roku City, and how partnerships with Instacart and Trade Desk are shaping the company’s future.
$ROKU
00:00 START
00:33 Roku’s Revenue Streams
02:02 Roku’s Advertising Strategy
05:17 Financial Performance and Future Growth
10:30 Ad Partnerships and Innovations
14:12 Targeting SMB
18:54 Roku’s Competitive Advantage and Moat
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25:18
Salesforce CEO Marc Benioff on the "AI Labor Force," AI Bubble Risks, & Tech in the New Government
In this episode, Salesforce founder and CEO Marc Benioff sits down with Ann Berry to discuss the company's growing Agentforce product, valuations in the AI sector today and Salesforce's track record in start up investing. Ann also asks Marc if we will see him working with Elon Musk on DOGE, and whether Twitter / X is an asset he wished he'd bought.
$CRM
0:00 START
01:54 The Impact of AgentForce
03:04 AI Bubble and Market Valuations
06:00 AgentForce in Action: Heathrow Airport
07:51 AgentForce vs. Microsoft's CoPilot
09:17 Balancing Human and Digital Workforce
11:47 Government Applications of AgentForce
13:01 Mark Benioff on Public Service and Politics
19:44 Salesforce's Acquisition Strategy
22:37 RTO and Leadership
24:08 Succession Planning at Salesforce
26:43 AI Startups and Industry Leaders
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32:00
How AI Could Impact Your Credit Score with Upstart CEO Dave Girouard
In this episode of After Earnings, Ann speaks with Upstart CEO and co-founder Dave Girouard about how the company uses AI to assess creditworthiness. Dave shares insights on the limitations of FICO scores, Upstart’s data points, recent earnings, and growth strategies.
$UPST
00:00 Start
00:25 Limitations of FICO Scores
00:50 New Approaches by Fintech Companies
01:42 Upstart’s Credit Assessment
02:22 AI and Creditworthiness
05:10 Addressing Bias in Credit Access
06:22 Upstart’s Macroeconomic Insights
09:06 Challenges with Buy Now, Pay Later
10:11 Upstart’s Business Model and Partnerships
13:28 Recent Earnings and Market Reactions
25:13 Future Growth and AI in Lending
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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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