After Earnings

De: Morning Brew
  • Resumen

  • 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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Episodios
  • When Will Quantum Computing Be Ready for Prime Time? Inside Rigetti’s Big Bet
    Apr 28 2025
    On the latest episode of After Earnings, we spoke with Rigetti CEO Dr. Subodh Kulkarni about quantum science and its applications today. He talked about how Rigetti tries to compete with the quantum computing R&D budgets of Big Tech players, the company's push towards a 100-qubit processor, and the promise of new breakthroughs. $RGTI 00:00 Comparing quantum computers with the human brain 02:15 Qubits versus bits in quantum computing 04:30 The challenges of scaling quantum hardware 06:45 How Rigetti plans to reach 100+ qubits 09:05 The race against Big Tech in quantum development 11:20 Real-world applications of quantum computing 14:10 Why commercialization still faces hurdles 17:00 Rigetti’s vision for the future of quantum computers 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_/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    24 m
  • Grab and Go: How Super Apps Are Changing the Game
    Apr 14 2025
    On this episode of After Earnings, Ann Berry sits down with Grab CFO Peter Oey. Grab is a leading super app in Southeast Asia, offering everything from ride-hailing to food delivery, grocery services, and digital payments. The company went public via a $40B SPAC in 2021, but its stock has since dropped 64% as it works toward profitability. Still, growth hasn’t slowed; revenue rose 19% in 2024, and its digital bank, GXS, now holds $1.2 billion in deposits. We spoke with Peter about whether super apps can become profitable, and why Southeast Asia is worth watching. $GRAB 00:15 What a super app is and why the U.S. doesn’t have one (yet) 02:35 How 44M users rely on Grab daily for rides, food, and more 05:05 Why Grab spends big on incentives to grow new features 08:20 Grab’s path to sustained profitability and cash flow 09:46 How AI powers voice orders, merchant bots, and driver copilots 13:40 Using data to personalize ads and credit score users 15:15 Grab’s growth playbook: more cities, more services, more users 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    26 m
  • How Adobe Will Compete with Free AI Tools and Protect Users' IP with CFO Dan Durn
    Apr 7 2025
    On this episode of After Earnings, Ann Berry sits down with Adobe CFO Dan Durn to unpack the company’s strategy as free generative AI tools flood the market. Adobe is expanding its focus beyond professional creatives to attract everyday users and businesses, with Firefly AI now integrated into its core products, enabling features like text-to-video and automated image enhancements. The company kicked off 2025 with $5.7 billion in Q1 revenue, up 10% from last year, and nearly $2.5 billion in operating cash flow. Still, the market is questioning whether $125 million in revenue from AI-powered tools is enough, as Adobe’s stock remains down more than 22% over the past year. $ADBE 00:00 START 02:32 Adobe's Cloud Services Explained 04:38 Competing in the AI Landscape 08:46 Adobe's Innovation and Market Position 11:11 Customer Trust and IP Protection 13:18 Future Outlook and Market Confidence 16:17 Rapid Fire Questions After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to http://www.afterearnings.com Follow Us X: / afterearnings TikTok: / afterearnings Instagram: / afterearnings_ Episodes Spotify: https://open.spotify.com/show/5I5q3LI... Apple: https://podcasts.apple.com/us/podcast... Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    20 m
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