After Earnings

Lenovo SVP and President of North America Ryan McCurdy joins After Earnings to break down the company’s record $26.9 billion quarter, with more than a third of revenue now tied to AI. He explains why demand isn’t the constraint anymore, how AI data centers are soaking up memory and pushing laptop prices up as much as 60%, and how Lenovo is navigating tariffs and chip scarcity.

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MercadoLibre CFO Martin de los Santos joins Ann Berry to discuss how his company is growing e-commerce across Latin America. With 30 straight quarters of revenue growth, Martin shares how MercadoLibre focuses on removing the friction of e-commerce and how the company is using fintech to fill the gaps for customers.

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Wealthfront just crossed $100 billion in platform assets, doubling from $50 billion in under three years. CFO Alan Imberman joins Katie Perry to break down the quarter. He explains why Wealthfront is buying back stock below its IPO price, how home lending fits into a high-margin business, and why the company has its sights set on $1T.

Angus Pacala, co-founder and CEO of Ouster ($OUST), joins Austin Hankwitz after a quarter with $55M in revenue, up 56% year over year. They talk about REV8, the first lidar with native color, and the $35M Stereolabs acquisition. He also explains how Ouster is building the sensing layer for physical AI and what puts the company on track for its first profitable year in 2027.

Ann Berry is joined by Jacob Teplin, Managing Director of AAdvantage Business℠ to discuss American Airlines' loyalty program that is designed for growing businesses and the travelers who work for them. They delve into what it took to design the program built to keep two very different customers happy at once, where he sees it heading next and why the program was harder to produce than it immediately appears.