After Earnings Podcast Por Morning Brew arte de portada

After Earnings

After Earnings

De: Morning Brew
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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. Economía Finanzas Personales Política y Gobierno
Episodios
  • Udemy CEO Hugo Sarrazin on AI-Powered Learning, Subscriptions & the Future of Online Education

    Udemy CEO Hugo Sarrazin on AI-Powered Learning, Subscriptions & the Future of Online Education
    Oct 6 2025
    On the latest episode of After Earnings, Ann Berry sits down with Udemy CEO Hugo Sarrazin to discuss the company’s pivot from a traditional online course marketplace to an AI-powered platform designed to re-skill the global workforce. Highlights include: - Udemy’s shift from one-off course sales to a subscription model - The company’s enterprise push to re-skill workforces at scale - The future of its instructor-driven marketplace - How AI can deliver mass personalization in learning 00:00 – Hugo Sarrazin Joins 01:12 – Why the online learning industry is under pressure 02:42 – Udemy’s consumer vs. enterprise business explained 05:56 – How AI enables personalization in learning 08:00 – Marketplace model vs. proprietary content 11:58 – Transition to subscriptions and monetization challenges 15:02 – Is Udemy becoming a digital media company? 16:48 – Enterprise clients and “just-in-time” learning 20:27 – Selling to CTOs, HR, and business leaders 23:33 – Reskilling 92 million workers in the AI era 25:39 – ROI pressure vs. growth opportunity 27:11 – Margins, cash flow, and product investment 29:03 – Hugo Sarrazin’s career journey: McKinsey to CEO 33:40 – Will AI replace consulting? 37:55 – The future of Udemy 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 $UDMY Learn more about your ad choices. Visit megaphone.fm/adchoices
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    29 m
  • Block CFO & COO Amrita Ahuja on Cash App, Afterpay, and the Future of Fintech

    Block CFO & COO Amrita Ahuja on Cash App, Afterpay, and the Future of Fintech
    Sep 22 2025
    On the latest episode of After Earnings, Ann Berry sits down with Amrita Ahuja, the CFO & COO of Block, to break down the company’s recent performance and how it's leveraging its multiple brands to drive long-term growth. The conversation explores Block’s capital allocation strategy, AI-powered underwriting and how each of its businesses from Cash App and Square to Afterpay aims to expand financial access. 00:00 – Amrita Ahuja joins 00:15 – What Ties Block’s Brands Together? 03:06 – How Block Allocates Capital Across Business Units 05:23 – Is Rule of 40 Outdated? 06:34 – How Cash App Grows Market Share 09:14 – Competing with PayPal and Venmo 10:32 – Why Teens Are the Future of Cash App 12:05 – How Cash App Customers Graduate Across Products 14:02 – Integrating Afterpay Into Cash App 15:24 – AI, BNPL, and Personalized Lending 18:22 – Will Block Offer Mortgages or Auto Loans? 19:56 – Block’s M&A Strategy 21:08 – Bitcoin Mining with Proto Rig 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 $XYZ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    29 m
  • ZoomInfo Founder and CEO Henry Schuck on AI, Sales Strategy & the Story Behind Ticker Symbol GTM

    ZoomInfo Founder and CEO Henry Schuck on AI, Sales Strategy & the Story Behind Ticker Symbol GTM
    Sep 8 2025
    On the latest episode of After Earnings, Ann Berry sits down with Henry Schuck the Founder and CEO of ZoomInfo to break down the company’s recent earnings, including revenue growth and profitability. They discuss ZoomInfo’s efforts to leverage AI for product development, customer acquisition strategies, and how the company is navigating increased competition and market challenges in the sales intelligence space. 00:00 - Henry Schuck Joins01:15 - Securing the GTM Ticker Symbol 02:43 - Customer Segmentation and Target Markets 04:18 - Product Application for a Cleaning Services Business 09:14 - Launch and Growth of Copilot 13:12 - Earnings and Market Reaction16:37 - Enterprise Use of ZoomInfo for AI Integration 17:09 - Supporting AI Implementation 18:41 - Leveraging Proprietary Data Assets 19:35 - Internal AI Adoption and Efficiency Gains 22:49 - Founding Story and Early Growth 25:55 - Competitive Landscape and Entry Barriers 26:41 - Data Network as a Long-Term Differentiator 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: afterearnings@morningbrew.com $GTM Learn more about your ad choices. Visit megaphone.fm/adchoices
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    30 m
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