After Earnings (from Morning Brew ☕️)

The show from @morningbrew and @stakeholderlabs that connects the modern investor with the executives and decision-makers who are shaping the markets.

[After Earnings (from Morning Brew ☕️) @AfterEarnings]

.@AnnBerry_NYC 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.

$ZS

[After Earnings (from Morning Brew ☕️) @AfterEarnings]

.@zscaler CFO Kevin Rubin on why the 'SaaSpocalypse' is overblown and how it ignores that large enterprises aren't just buying software features, they're also buying accountability.

$ZS

Watch the full episode here: https://t.co/XICnpenYUd

[After Earnings (from Morning Brew ☕️) @AfterEarnings]

.@DraftKings CFO Alan Ellingson on why higher taxes on the sports betting industry could push more users toward illegal operators.

$DKNG

Watch the full episode here: https://t.co/D6vvccSSCq

[After Earnings (from Morning Brew ☕️) @AfterEarnings]

.@DraftKings CFO Alan Ellingson explains why the company doesn’t see prediction markets as a major threat to its core sports betting business.

$DKNG

Watch the full episode here: https://t.co/D6vvccSSCq

[After Earnings (from Morning Brew ☕️) @AfterEarnings]

.@AnnBerry_NYC 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.

$DKNG

[After Earnings (from Morning Brew ☕️) @AfterEarnings]

.@duolingo CFO Gillian Munson (@gillym) on how AI is tripling content production and where those costs are hitting the bottom line.

$DUOL

Watch the full episode here: https://t.co/xJTqhU5sEI

[After Earnings (from Morning Brew ☕️) @AfterEarnings]

.@duolingo CFO Gillian Munson (@gillym) on why the company is prioritizing user growth over short-term monetization and why management decided to “go big.”

$DUOL

Watch the full episode: https://t.co/xJTqhU5sEI

[After Earnings (from Morning Brew ☕️) @AfterEarnings]

.@AnnBerry_NYC is joined by Gillian Munson (@gillym), CFO of @duolingo to discuss the company's transformation as it pursues user growth over short-term revenue.

They dive into Duolingo's expansion beyond language learning, growth opportunities across Asia, and how AI is accelerating content production. Gillian also reflects on transitioning from Duolingo's board to stepping into the CFO role.

$DUOL

[After Earnings (from Morning Brew ☕️) @AfterEarnings]

.@BookingHoldings built a massive Airbnb competitor. Its alternative accommodations segment is ~75% the size of Airbnb… While making up just 38% of its own business. CEO Glenn Fogel explains.

$BKNG

Watch the full episode here: https://t.co/zWcDPiqirD

[After Earnings (from Morning Brew ☕️) @AfterEarnings]

.@ferrovial CFO Ernesto López Mozo on how autonomous vehicles are reshaping travel and driving infrastructure demand.

$FER

Watch the full episode: https://t.co/IQYLKRHvyw

[After Earnings (from Morning Brew ☕️) @AfterEarnings]

.@BookingHoldings' CEO Glenn Fogel speaks on AI fears, market overreactions, and why you can't "vibe" your way into building a $150B company.

$BKNG

Watch the full episode here: https://t.co/zWcDPiqirD

[After Earnings (from Morning Brew ☕️) @AfterEarnings]

.@AnnBerry_NYC is joined by Glenn Fogel, CEO of @BookingHoldings, to survey the state of the global travel industry amid geopolitical uncertainty, Glenn's strategy to creating synergy across multiple brands — including its Connected Trip vision.

They unpack the rise of alternative accommodations versus Airbnb, and the role of AI through products like Priceline’s Penny and new startup initiatives.

Glenn also shares how he thinks about attracting entrepreneurial talent, navigating M&A and positioning Booking for long‑term growth.

$BKNG

[After Earnings (from Morning Brew ☕️) @AfterEarnings]

.@ferrovial CFO Ernesto López Mozo explains how the new JFK Terminal 1 is being financed and who’s ultimately paying for the project.

$FER

Watch the full episode: https://t.co/IQYLKRHvyw

[After Earnings (from Morning Brew ☕️) @AfterEarnings]

.@AnnBerry_NYC is joined by Ernesto López Mozo, CFO of Ferrovial, to outline the company’s infrastructure assets, from highways to airports, and where it sees the strongest growth opportunities.

They unpack the financing behind JFK Terminal 1, why Ferrovial exited Heathrow, and how private equity is impacting the sector. Plus, they discuss the key drivers behind the company’s IPO on the U.S.-based Nasdaq.

$FER

[After Earnings (from Morning Brew ☕️) @AfterEarnings]

.@Snowflake CEO @RamaswmySridhar discusses whether volatile stock prices could push Silicon Valley to rethink its stock-based compensation model.

$SNOW

Watch the full episode: https://t.co/8Mji7ZbcDT

[After Earnings (from Morning Brew ☕️) @AfterEarnings]

.@Snowflake CEO @RamaswmySridhar explores AI and data risk - that the biggest threat isn’t leakage, it’s competitors going directly to customers, making speed and innovation critical.

$SNOW

Watch the full episode: https://t.co/8Mji7ZbcDT

[After Earnings (from Morning Brew ☕️) @AfterEarnings]

.@AnnBerry_NYC is joined by @RamaswmySridhar, CEO of @Snowflake to discuss Project SnowWork, the company’s new platform that brings outcome-driven AI agents into enterprise workflows.

They break down why constant innovation is critical as AI drives competition across the software industry. They also discuss Snowflake’s path to GAAP profitability, its M&A strategy and how volatility is impacting compensation structures.

$SNOW

[After Earnings (from Morning Brew ☕️) @AfterEarnings]

.@PureStorage CEO and Chairman Charles Giancarlo explains why the company’s sales and marketing spend has increased as it expands its customer base and helps users integrate complex data infrastructure.

$PSTG

Watch the full episode: https://t.co/nEfMw2GpEg

[After Earnings (from Morning Brew ☕️) @AfterEarnings]

.@PureStorage CEO and Chairman Charles Giancarlo breaks down why preparing enterprise data for AI is one of the biggest hurdles companies face today and how organizing and adding context is pivotal to unlocking AI insights.

$PSTG

Watch the full episode: https://t.co/nEfMw2GpEg

[After Earnings (from Morning Brew ☕️) @AfterEarnings]

@AnnBerry_NYC is joined by Charles Giancarlo, CEO and Chairman of @PureStorage, to discuss the company's shift from data storage to data management in the AI era.

They break down how companies are preparing their data for AI and the strategy behind Everpure’s rebrand from Pure Storage.

They also discuss the rising demand for enterprise data infrastructure, the importance of investing in sales talent, and the supply-chain pressures driving up memory costs.

$PSTG