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A New Pursuit: A Travel-Focused Future with CEO David Barry
On After Earnings, Ann Berry chats with Pursuit CEO David Barry about the booming demand for adventure travel. From the White Lotus Effect to wellness tourism, acquisitions, and wildfires, they cover it all... including how a weak Canadian dollar and national park cuts could shake up the industry. $PRSU 00:00 START 00:51 Media like White Lotus fuels travel trends. 04:02 Recent acquisitions expand Pursuit’s footprint. 08:08 International tourism rebounds post-COVID. 10:25 Exchange rates and tariffs impact travel demand. 12:05 Wildfires hit Jasper, but recovery is strong. 17:32 National park budget cuts raise concerns. 19:44 Rebrand strengthens Pursuit’s identity. 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: [email protected] Learn more about your ad choices. Visit megaphone.fm/adchoices
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Why tastytrade Thinks Retail Investors Can Beat Institutions
On this episode of After Earnings, Ann Berry sat down with tastytrade’s Tom Sosnoff to discuss his journey and the changing landscape of retail trading. Retail investors now account for 20-30% of U.S. trading volume, and platforms like tastytrade are evolving to support them. Focused on education and data-driven trading, tastytrade offers live market insights, strategy content, and tools for active investors. Highlights from their conversation included discussions about the future of retail trading, such as 24/5 markets and crypto, and the perks that retail investors enjoy over institutions. https://tastytrade.com/ 00:00 START 02:29 tastytrade’s Current Landscape 06:17 Digital Assets and Bitcoin 10:58 Expanding the Investing Audience 16:57 24-Hour Trading and Retail Investors 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: [email protected] Learn more about your ad choices. Visit megaphone.fm/adchoices
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Cutting the Cord: AT&T’s Push Beyond Landlines and Legacy Tech with CFO Pascal Desroches
On the latest After Earnings, AT&T CFO Pascal Desroches joins Ann Berry to unpack the company’s strategy, investments, and competitive landscape. They dive into AT&T’s $22 billion fiber push, its plan to connect 80% of U.S. homes by 2030, and how it’s streamlining operations to focus on core telecom services. $T 00:00 START 00:45 Core Business Lines: Mobile and Fiber Services 01:34 Recent Earnings and Performance 02:05 Enterprise Services and Challenges 05:40 Spectrum Acquisitions and Satellite Communications 09:15 Investments in Fiber and Wireless 16:55 Political and Regulatory Impacts After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: [email protected] Learn more about your ad choices. Visit megaphone.fm/adchoices
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Beyond the Burrito: Chipotle’s Next Chapter in Growth and Technology with CFO Adam Rymer
Chipotle's ($CMG) stock is up 70% in two years, making it the third-largest U.S. restaurant chain by market value, nearing $80 billion. In 2024, revenue rose 14.6% to $11.3 billion, with slightly improved operating margins. However, investors expected a stronger 2025 outlook than the company's projected low-to-mid single-digit growth in same-store sales. CFO Adam Rymer spoke with Ann Berry about Chipotle's success, highlighting its Cultivate Next Fund venture arm, Chipotlanes for mobile order pickups, and the brand’s reputation for generous portions. $CMG 00:00 START 02:13 The Rise of “Chipotlanes” 06:47 Portion Sizes and Value Proposition 08:39 Impact of Mobile Ordering 11:01 Seasonal Trends and International Expansion 14:31 Ownership Model 17:42 Rapid Fire Questions After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: [email protected] Learn more about your ad choices. Visit megaphone.fm/adchoices
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Synopsys: Unpacking Silicon & Systems in the Age of AI
With the CHIPS Act, rocketship growth in AI and a long trend of automation, companies like Synopsys ($SNPS) are getting unprecedented investor attention. On the latest episode of After Earnings, CFO Shelagh Glaser joined Ann Berry to discuss: • Source of record revenue growth to $6B in 2024 • The $35B acquisition of $ANSS + partnerships with $NVDA, $AMZN, and $TSM • Executing on AI-driven growth in 2025 $SNPS 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: [email protected] Learn more about your ad choices. Visit megaphone.fm/adchoices
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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.