エピソード

  • Prudential CFO Yanela Frias on reshaping the business, exiting certain markets and reallocating resources

    Prudential CFO Yanela Frias on reshaping the business, exiting certain markets and reallocating resources
    2026/09/07
    Ann Berry is joined by Yanela Frias, CFO of Prudential Financial, to discuss the company’s five-year plan to reshape its business, its exit from emerging markets and where it’s reallocating resources. They also delve into Yanela’s 30-year career at Prudential and why she’s made a point of never staying in the same role for more than three years.00:00 Yanela Frias, Prudential CFO, joins01:22 Breaking down Prudential’s business03:54 Prudential’s new five-year strategy06:41 Simplifying a 150-year-old company08:20 How Prudential’s insurance and asset management businesses work together09:28 Using technology and AI in underwriting11:54 Capital-intensive vs. capital-light businesses13:06 Prudential’s role in private credit14:37 Exiting emerging markets16:16 Understanding the opportunity in Japan19:33 How higher interest rates impact Prudential21:06 PGIM, equity markets and diversification22:48 Prudential’s capital allocation strategy24:18 Yanela’s nearly 30-year career at Prudential26:20 OutroAfter Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: afterearnings@morningbrew.com$PRU
    続きを読む 一部表示
    30 分
  • Nasdaq’s Emily Spurling on SpaceX, the ETF Revolution & how the Nasdaq-100 has evolved

    Nasdaq’s Emily Spurling on SpaceX, the ETF Revolution & how the Nasdaq-100 has evolved
    2026/08/27
    Ann Berry is joined by Emily Spurling, Senior Vice President and Global Head of Index at Nasdaq, to unpack the evolution of the Nasdaq-100. They discuss SpaceX’s blockbuster IPO, how companies staying private for longer are changing the makeup of public markets, and why Nasdaq has evolved its rules for index inclusion. Plus, Emily breaks down the ETF revolution and where she’s seeing the next wave of innovation across the economy.00:00 Emily Spurling, Nasdaq’s Global Head of Index, joins01:20 Why the Nasdaq-100 isn’t just a tech index03:13 Walmart and the Nasdaq brand03:59 Why financial companies aren’t included04:51 SpaceX’s Nasdaq debut05:43 Companies staying private longer and the fast-entry process09:09 Concentration in the Nasdaq-10010:54 Could SK Hynix join the index?11:59 Nasdaq-100 inclusion criteria12:39 How ETFs expanded access to the Nasdaq-10014:35 How Nasdaq works with ETF partners15:37 What could reshape the Nasdaq-100 next17:01 Where innovation is emerging beyond tech17:44 OutroAfter Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: afterearnings@morningbrew.com
    続きを読む 一部表示
    18 分
  • Shift4 CEO Taylor Lauber on Its AI Data Advantage, Global Expansion & Luxury Spending

    Shift4 CEO Taylor Lauber on Its AI Data Advantage, Global Expansion & Luxury Spending
    2026/08/24
    Ann Berry is joined by Taylor Lauber, CEO of Shift4, to discuss how the company grew from processing payments for small businesses to powering transactions across restaurants, hotels and stadiums. They also delve into Shift4’s approach to AI, its acquisition strategy and why investors have grown more skeptical of the payments sector. 00:00 Taylor Lauber, CEO of Shift4, joins01:16 Shift4's origin story03:49 Building the restaurant technology suite06:19 Shift4's verticals07:29 Revenue split08:58 Competing with Toast and other point-of-sale players12:33 Tax-free shopping and Middle East travel disruption15:18 Global Blue acquisition and international expansion17:29 Shift4's AI investment strategy20:54 The "Jack and Coke problem" and proprietary data23:53 Discussing Shift4's stock28:24 Outro and upcoming episodes 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 $FOUR
    続きを読む 一部表示
    32 分
  • Match Group CFO Steven Bailey on Tinder's turnaround strategy, IRL events and winning over Gen Z

    Match Group CFO Steven Bailey on Tinder's turnaround strategy, IRL events and winning over Gen Z
    2026/08/13
    Ann Berry is joined by Steven Bailey, CFO of Match Group, to unpack Tinder’s turnaround strategy, its push to win back Gen Z, Match's expansion into in-person events and why the company is prioritizing the user experience over short-term monetization. 00:00 Steven Bailey, CFO of Match Group, joins01:14 Tinder's rebrand explained02:05 Cost of rebranding Tinder04:02 Tinder Events: the new experiential feature08:56 Balancing resources between Tinder and Hinge09:44 Match Group's brand framework11:29 Payer penetration at Tinder vs. Hinge13:56 E&E: centralizing shared infrastructure15:11 Cost savings from the E&E platform16:13 Match Group's acquisition strategy16:57 Inside the Hers and Salams acquisitions18:34 Breaking down the $60 million budget20:45 AI features and user adoption23:07 AI-powered recommendation algorithms24:04 AI's role in monetization26:05 Payer declines vs. MAU trends27:05 Free cash flow and shareholder returns28:17 Outro and upcoming episodes 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 $MTCH
    続きを読む 一部表示
    31 分
  • Navan Co-Founder & CEO on disrupting business travel, scaling globally & why AI companies use Navan

    Navan Co-Founder & CEO on disrupting business travel, scaling globally & why AI companies use Navan
    2026/07/27
    Ann Berry is joined by Ariel Cohen, Co-Founder and CEO of Navan, to discuss how the company is modernizing business travel, leveraging AI to improve the traveler experience, and pursuing acquisitions to support its global expansion.00:00 Ariel Cohen, CEO and Co-Founder of Navan, joins01:25 What Navan does: corporate travel and expense management explained02:51 Inside the Navan app05:10 Navan's customer base06:07 Who Navan sells to07:52 Legacy travel software09:03 Why AI companies still need Navan12:48 Where Navan invests in R&D14:24 Navan Edge: AI travel assistant 16:24 Disrupting the travel industry 17:56 Navan's M&A ambitions18:49 Inside the Brazil acquisition22:04 The blurring line between business and personal travel 24:48 Travel destination trends26:45 Outro and upcoming episodesAfter Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: afterearnings@morningbrew.com$NAVN
    続きを読む 一部表示
    30 分
  • Twilio CEO on the Company's Turnaround Strategy, AI-Powered Customer Communication & the Robocall Problem

    Twilio CEO on the Company's Turnaround Strategy, AI-Powered Customer Communication & the Robocall Problem
    2026/07/13
    Ann Berry is joined by Khozema Shipchandler, CEO of Twilio, to discuss the company's turnaround strategy, the changing landscape of customer communication and how Twilio is leveraging AI to personalize interactions. 00:00 Khozema Shipchandler, CEO of Twilio, joins01:06 Taking over as Twilio's CEO01:50 What Twilio does03:19 Fighting commoditization with pricing power and the CDP data asset05:20 Twilio's customer base07:29 Branded calls and fighting spam08:04 Building trust in the US telecom network11:21 WhatsApp, Meta, and other emerging messaging channels13:38 New products unveiled at Twilio's customer conference18:24 Personalizing the mortgage-shopping journey24:24 Q1 results 26:31 Capital allocation27:17 Outro and upcoming episodes 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 $TWLO
    続きを読む 一部表示
    30 分
  • Zscaler CFO on Next-Gen Cybersecurity, How AI Models Expose Vulnerabilities & the Software Selloff

    Zscaler CFO on Next-Gen Cybersecurity, How AI Models Expose Vulnerabilities & the Software Selloff
    2026/06/15
    Ann Berry is joined by Kevin Rubin, CFO of Zscaler, to discuss how the company's zero trust model protects nearly half of the Fortune 500, what frontier AI models revealed about cybersecurity vulnerabilities and whether the software selloff is missing the bigger picture. 00:00 Kevin Rubin, CFO of Zscaler, Joins01:19 What Zscaler does: zero trust cybersecurity explained02:08 Castle and moat vs. doomsday bunker: the zero trust architecture04:34 Zscaler's customer base05:56 Project Glasswing: partnering with Anthropic on vulnerability research06:35 How frontier AI models find security vulnerabilities at machine speed09:03 Why Zscaler's stock is down 40% despite AI partnerships11:32 Ad break: KeyBank12:17 Using AI internally14:18 International expansion16:46 M&A strategy18:42 Acquisition multiples and the AI premium19:27 How Zscaler evaluates ROI on acquisitions20:45 Earnings results22:50 The war for enterprise sales talent24:36 Capital allocation25:25 Outro and upcoming episodes 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 $ZS
    続きを読む 一部表示
    28 分
  • DraftKings CFO on Prediction Markets, the “Super App” & Sports Betting Integrity

    DraftKings CFO on Prediction Markets, the “Super App” & Sports Betting Integrity
    2026/06/01
    Ann Berry is joined by Alan Ellingson, CFO of DraftKings, to discuss how the company is navigating the rising popularity of prediction markets, its new “Super App” designed to let users seamlessly operate across jurisdictions, and how DraftKings is working to maintain integrity in sports betting. 00:00 Alan Ellingson, CFO of DraftKings, Joins00:38 Q1 earnings highlights: revenue, EBITDA, and profitability01:25 Prediction markets: threat or opportunity?02:53 Cannibalization concern: what the data actually shows03:34 Why sportsbook users aren't switching to prediction markets05:26 Prediction market regulation: CFTC rulemaking and legislative bans06:38 Market integrity: fighting insider trading and gaming the system07:58 The Super App: from seven apps to one unified platform09:33 Super App expansion: lotteries, horse racing, and what's next10:06 Could DraftKings move into stock trading?11:08 Rail Bird acquisition: building a prediction market exchange12:07 Ad break: KeyBank12:38 ESPN, NBC, and Amazon: the content partnership strategy14:19 What exclusive broadcast deals actually do for the bottom line15:06 League partnerships vs. broadcast deals: a disciplined approach16:14 State tax hikes: the regulatory landscape17:21 Black market competition: offshore sportsbooks and the tax disadvantage19:26 Cost-cutting and margin defense20:07 Path to 30% EBITDA margins21:26 Breaking down the balance sheet22:23 Prediction markets as a billion-dollar TAM opportunity22:43 Outro and upcoming episodes 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/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $DKNG
    続きを読む 一部表示
    26 分