After Earnings

De: Morning Brew
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  • 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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Economía Finanzas Personales Política y Gobierno
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Episodios
  • Grab and Go: How Super Apps Are Changing the Game

    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

    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
  • A New Pursuit: A Travel-Focused Future with CEO David Barry

    A New Pursuit: A Travel-Focused Future with CEO David Barry
    Mar 23 2025
    On After Earnings, Ann Berry chats with Pursuit CEO David Barry about the booming demand for adventure travel. From the White Lotus Effect to wellness tourism, acquisitions, and wildfires, they cover it all... including how a weak Canadian dollar and national park cuts could shake up the industry. $PRSU 00:00 START 00:51 Media like White Lotus fuels travel trends. 04:02 Recent acquisitions expand Pursuit’s footprint. 08:08 International tourism rebounds post-COVID. 10:25 Exchange rates and tariffs impact travel demand. 12:05 Wildfires hit Jasper, but recovery is strong. 17:32 National park budget cuts raise concerns. 19:44 Rebrand strengthens Pursuit’s identity. 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
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