After Earnings

By: Morning Brew
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  • Summary

  • 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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Episodes
  • Affirm: Apple Partnership, Gen Z Appeal, & Investor Questions w/ COO & CFO Michael Linford

    Affirm: Apple Partnership, Gen Z Appeal, & Investor Questions w/ COO & CFO Michael Linford
    Sep 30 2024
    In this episode of After Earnings, COO & CFO of Affirm Michael Linford sits down with Katie to reflect on the outstanding Q2 performance for the popular Buy Now, Pay Later company. Linford shares the secret sauce that contributes to Affirm’s rapid growth and areas of opportunities to seize, such as key partnerships with Amazon and Apple. Also, some insight to why Affirm is considered one of the more popular methods of payment for Gen Z and where Affirm fits in the trend of AI. 00:00 - Welcome Affirm COO & CFO Michael Linford 02:00 - Secrets to Affirm’s ‘killer’ Q2 earnings 05:30 - Effects of the Fed’s rate cut on consumer demand 09:10 - Why Gen Z leans on Affirm for their purchases 11:40 - What Affirm does better than its competitors 14:30 - Are there plans to leverage AI? 18:40 - What the Apple partnership brings for Affirm 20:30 - Breaking into the UK market 24:00 - Building a payment network as big as Amex or Visa 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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    27 mins
  • Arm: SoftBank Ownership, Licensing Growth, and Global Reach with CFO Jason Child

    Arm: SoftBank Ownership, Licensing Growth, and Global Reach with CFO Jason Child
    Sep 26 2024
    In this episode of After Earnings, Arm CFO Jason Child joined to talk about the company's growth since its IPO, its relationship with SoftBank, and its approach to AI. He shared insights on Arm's engineering culture, key partnerships with tech giants like Google and Microsoft, and how going public has impacted recruitment. Jason also discussed Arm’s strategies in mergers and acquisitions, as well as managing investor relations. $ADR 00:00 START 01:12 Understanding Arm's Role in the AI Value Chain 02:47 Arm's IPO Journey and Business Model 03:25 Revenue Streams: Licenses and Royalties 06:59 AI and the Semiconductor Market 08:31 Talent Wars and Recruitment Strategies 11:56 Competition and Market Position 13:19 Public Float and Investor Relations 16:38 Managing Expectations and Long-term Vision 18:44 M&A and Future Growth 20:09 Cloud Products and Market Share 23:25 China Revenue and Geopolitical Impact 25:14 Work Culture and Remote Work Policies 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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    31 mins
  • Pfizer: Oncology Breakthroughs, GLP-1 Weight Management and Strategic M&A Insights with CFO David Denton

    Pfizer: Oncology Breakthroughs, GLP-1 Weight Management and Strategic M&A Insights with CFO David Denton
    Sep 23 2024
    In the latest episode of After Earnings, Pfizer CFO David Denton shares insights into the company’s achievements and future strategies with Ann Berry and Katie Perry. They discuss topics like acquiring Seagen, the use of AI in drug development, and ongoing initiatives in oncology and weight management. Denton addresses shareholder concerns about financial performance, emphasizing Pfizer’s dedication to innovation through significant investments in M&A and R&D. He also highlights the development of an oral GLP-1 receptor for obesity management and efforts to maintain robust dividends. $PFE 00:00 START 00:55 Pfizer’s Current Position and Achievements 02:23 Strategic Acquisitions and Investments 06:04 AI and Digital Transformation in Drug Development 08:33 New Product Development: Oral Semaglutide 10:37 Challenges and Market Opportunities 15:39 Direct-to-Consumer Strategies and M&A 20:31 Investor Relations and Future Outlook 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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    27 mins
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