After Earnings
After Earnings
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Affirm: Apple Partnership, Gen Z Appeal, & Investor Questions w/ COO & CFO Michael Linford
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
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Переглядів: 265

Відео

Arm: SoftBank Ownership, Licensing Growth, and Global Reach with CFO Jason Child
Переглядів 1149 годин тому
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 we...
Pfizer: Oncology Breakthroughs, GLP-1, and Strategic M&A Insights with CFO Dave Denton
Переглядів 14116 годин тому
In the latest episode of After Earnings, Pfizer CFO Dave 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 dedica...
Yext CEO Mike Walrath details how AI's novelty will wear off as it integrates further. $YEXT
Переглядів 12День тому
Yext CEO Mike Walrath details how AI's novelty will wear off as it integrates further. $YEXT
Yext CEO Mike Walrath breaks down why having accurate baseline data is important. $YEXT #business
Переглядів 914 днів тому
Yext CEO Mike Walrath breaks down why having accurate baseline data is important. $YEXT #business
Yext: The Inner Workings of the Internet, AI's Impact on Search, & Hype Cycles with CEO Mike Walrath
Переглядів 11214 днів тому
In this episode of After Earnings, Katie talks with Mike Walrath, CEO of Yext, about digital presence management. Mike explains how Yext helps companies keep their online info accurate, which is key for revenue and customer satisfaction. They discuss challenges from AI and the need for reliable data, plus Yext's recent acquisition of Hearsay and AI's growing role in business. 00:00 START 01:28 ...
Upwork CFO Erica Gessert breaks down the biggest changes in investor relations. $UPWK #business
Переглядів 2914 днів тому
Upwork CFO Erica Gessert breaks down the biggest changes in investor relations. $UPWK #business
Applied Digital CEO Wes Cummins details how the data center business is linked to crypto. $APLD
Переглядів 14221 день тому
Applied Digital CEO Wes Cummins details how the data center business is linked to crypto. $APLD
Upwork: Navigating the Intersection of Fractional Work and AI Innovation with CFO Erica Gessert
Переглядів 13321 день тому
Upwork: Navigating the Intersection of Fractional Work and AI Innovation with CFO Erica Gessert
Applied Digital CEO Wes Cummins dives into hyperscalers and what they mean for business. $APLD
Переглядів 12721 день тому
Applied Digital CEO Wes Cummins dives into hyperscalers and what they mean for business. $APLD
Wes Cummins, CEO of Applied Digital, talks about what goes into building a rural data center. $APLD
Переглядів 8521 день тому
Wes Cummins, CEO of Applied Digital, talks about what goes into building a rural data center. $APLD
AI Supercomputing, Rural Development, and Data Centers with Applied Digital CEO Wes Cummins
Переглядів 49421 день тому
AI Supercomputing, Rural Development, and Data Centers with Applied Digital CEO Wes Cummins
CFO Matt Skaruppa discusses how Duolingo is becoming "the one-stop shop for language learning" $DUOL
Переглядів 9Місяць тому
CFO Matt Skaruppa discusses how Duolingo is becoming "the one-stop shop for language learning" $DUOL
CFO Matt Skaruppa discusses how Duolingo landed on that little green owl mascot. $DUOL #business
Переглядів 11Місяць тому
CFO Matt Skaruppa discusses how Duolingo landed on that little green owl mascot. $DUOL #business
Duolingo: Growth, AI Tools, and What's Up With That Owl with CFO Matt Skaruppa
Переглядів 186Місяць тому
Duolingo: Growth, AI Tools, and What's Up With That Owl with CFO Matt Skaruppa
CFO Mark McCaffrey gives the specifics on attach rate at GoDaddy. $GDDY #business #attachrate
Переглядів 10Місяць тому
CFO Mark McCaffrey gives the specifics on attach rate at GoDaddy. $GDDY #business #attachrate
GoDaddy: Beyond Domain Dominance with CFO Mark McCaffrey
Переглядів 141Місяць тому
GoDaddy: Beyond Domain Dominance with CFO Mark McCaffrey
Shopify President Harley Finkelstein details his path to entrepreneurship and starting Shopify $SHOP
Переглядів 16Місяць тому
Shopify President Harley Finkelstein details his path to entrepreneurship and starting Shopify $SHOP
Shopify: Bridging Online and Offline Retail with President Harley Finkelstein
Переглядів 510Місяць тому
Shopify: Bridging Online and Offline Retail with President Harley Finkelstein
Tilray Brands: From Cannabis Pioneer to Beverage Disruptor with CEO Irwin D. Simon
Переглядів 2,8 тис.Місяць тому
Tilray Brands: From Cannabis Pioneer to Beverage Disruptor with CEO Irwin D. Simon
Dynex Capital: REITs, Yield, and the Fed’s Next Move with co-CEO Smriti Popenoe
Переглядів 844Місяць тому
Dynex Capital: REITs, Yield, and the Fed’s Next Move with co-CEO Smriti Popenoe
Winnebago CEO Michael Happe: Why the Classic RV Brand is Making Major Marine Moves
Переглядів 2732 місяці тому
Winnebago CEO Michael Happe: Why the Classic RV Brand is Making Major Marine Moves
e.l.f. Beauty CEO Tarang Amin: How e.l.f. Succeeds Against Celebrity Brands like Fenty and Rhode
Переглядів 4462 місяці тому
e.l.f. Beauty CEO Tarang Amin: How e.l.f. Succeeds Against Celebrity Brands like Fenty and Rhode
Life360: Trolling TikTokers, Privacy vs. Safety, & the Future of Location Sharing w/ CEO Chris Hulls
Переглядів 1782 місяці тому
Life360: Trolling TikTokers, Privacy vs. Safety, & the Future of Location Sharing w/ CEO Chris Hulls
Better.com: One-Day Mortgages, Interest Rate Woes, & How Not to Handle Layoffs with CEO Vishal Garg
Переглядів 5363 місяці тому
Better.com: One-Day Mortgages, Interest Rate Woes, & How Not to Handle Layoffs with CEO Vishal Garg
Cava: Innovating Fast-Casual Dining, Pushing Love Buttons, and IPO Success With CEO Brett Schulman
Переглядів 8613 місяці тому
Cava: Innovating Fast-Casual Dining, Pushing Love Buttons, and IPO Success With CEO Brett Schulman
Visional: Business in Japan, Becoming a Yankees Partner, & Digital Transformation, CEO Swimmy Minami
Переглядів 3693 місяці тому
Visional: Business in Japan, Becoming a Yankees Partner, & Digital Transformation, CEO Swimmy Minami
monday.com: Free Cash Flow, Margin Expansion, and Future Plans with CFO Eliran Glazer
Переглядів 3233 місяці тому
monday.com: Free Cash Flow, Margin Expansion, and Future Plans with CFO Eliran Glazer
Affirm: BNPL, Competitive Strategies, and Debunking ‘Phantom Debt’ with CFO Michael Linford
Переглядів 7574 місяці тому
Affirm: BNPL, Competitive Strategies, and Debunking ‘Phantom Debt’ with CFO Michael Linford
ServiceNow: Driving Billions in Revenue While Being a Top Workplace with CFO Gina Mastantuono
Переглядів 4574 місяці тому
ServiceNow: Driving Billions in Revenue While Being a Top Workplace with CFO Gina Mastantuono

КОМЕНТАРІ

  • @luisnin3780
    @luisnin3780 18 годин тому

    Affirm will be a great firm for many many years and this company will continue to acquire market share from credit cards, banks and other smaller BNPL players….with this, the stock price will continue to increase at a speed many in Wall Street underestimated…..and in the end will benefit greatly the long term investors…..

  • @TheMrSlyxx
    @TheMrSlyxx 2 дні тому

    I've been looking for an interview like this for days. APLD is a new favorite of mine. Can't wait to see what they do.

  • @64018
    @64018 6 днів тому

    This is a great interview! New subscriber here

  • @cheesedoesgaming6088
    @cheesedoesgaming6088 7 днів тому

    A company that profited off dying people during the pandemic then it now causes cardiovascular problems in previously healthy people 😅

  • @theotherside52
    @theotherside52 12 днів тому

    Bullish great interview

  • @fuggit4638
    @fuggit4638 14 днів тому

    What happened to Kylie Cosmetics?

  • @drbob512
    @drbob512 23 дні тому

    Great interview, ladies and After Earnings! Wes said they are on the 1 yard lane close to LOI turning into a contract?! Execution risk vs. Reward for multi-bagger? Interesting speculation; go big or go broke!

  • @flipro23
    @flipro23 26 днів тому

    Great questions!

  • @tshiamosello5158
    @tshiamosello5158 29 днів тому

    This was highly informative & inspirational.

  • @patrickstroh8
    @patrickstroh8 29 днів тому

    Great questions and topics, really solid interview asking about the right topics we want to hear. Thank You!

  • @derekcosgrove6594
    @derekcosgrove6594 Місяць тому

    Is that English English or America's version.

  • @JagjitSingh-pf3ji
    @JagjitSingh-pf3ji Місяць тому

    Great to hear harley… continue DJ’ing😊!! Shareholder for decades

  • @imasikumbumwae9202
    @imasikumbumwae9202 Місяць тому

    Thank you Israel. Looking forward to REE running the auto world

  • @lyleclayton8311
    @lyleclayton8311 Місяць тому

    I didn't have time tonignt to watch this interview. But I hope he discussed how he is going to correct what is going on in Forest City.

  • @Quijs2Investing
    @Quijs2Investing Місяць тому

    Always love hearing Harley’s passion. Great insightful interview 👏🏼

  • @SumonHasan-s
    @SumonHasan-s Місяць тому

    You are making amazing video content. I just watched the video and your video quality is appreciable. I am so impressed by your content, I was analyzing your channel and noticed that You are struggling with video views and video ranking. May I share some tips on how you can achieve your goals?

  • @Hustlerclub203
    @Hustlerclub203 Місяць тому

    Tilray will make its investors rich!!

  • @mihai981
    @mihai981 Місяць тому

    Best CEO in the industry 💹

  • @jamlocys1235
    @jamlocys1235 Місяць тому

    Tilray will be a Global power house in the future!! IMO 🤙🔥🔥

  • @vietcongpornsurfers
    @vietcongpornsurfers Місяць тому

    Katy Perry?!!

  • @emjr83
    @emjr83 Місяць тому

    As an investor for more than 10 years my suggestion to CEO Irwin is stop 🛑 buying others companies now is the time to grown SP value $ for TLRY investors 🌎☝️🤝🌱✍️✅

  • @davidhur5923
    @davidhur5923 Місяць тому

    did you check on SNDL?

  • @hemanthkumar-tn7nv
    @hemanthkumar-tn7nv Місяць тому

    This man dilutes shares every quarter by 50million Outstanding shares went from 225million in 2021 to 850 million now

    • @texasowl5356
      @texasowl5356 Місяць тому

      Umm… how else do you expect him to raise capital?

    • @josephfrancioso7389
      @josephfrancioso7389 Місяць тому

      It’s a great way to raise capital

    • @Lobedno7
      @Lobedno7 Місяць тому

      What a fool. Tilray Brands Global. Irwin is building an empire and the end of prohibition is inevitable and near

  • @hemanthkumar-tn7nv
    @hemanthkumar-tn7nv Місяць тому

    You talk same shit in every interview Don’t trust this guy . He will dilute you for his bonus

    • @texasowl5356
      @texasowl5356 Місяць тому

      lol his bonus has missed more than a few times. Read the 10k. It’s very clear why they are diluting. It’s the only way they can raise capital to stay afloat and grow.

    • @jamlocys1235
      @jamlocys1235 Місяць тому

      Someone is bitter because they lost money and want to blame it on someone! 😂 Way to go! Start by blaming yourself 🤙

  • @hemanthkumar-tn7nv
    @hemanthkumar-tn7nv Місяць тому

    This guy is a scam , he dilutes every day all day

    • @texasowl5356
      @texasowl5356 Місяць тому

      Raising capital is a scam? lol

    • @DiFinni
      @DiFinni Місяць тому

      He's built other businesses, so he knows something. They should be fine, this will take more years like every other pot stock. Lots to happen, decriminalize, legal and all.

  • @gavinharris4170
    @gavinharris4170 Місяць тому

    Wanna know the numbers on how many of your employees got sick

  • @isabellaereshki
    @isabellaereshki Місяць тому

    probably none. no one really got sick at all at the factory i worked security for, like 3 employees had to quarantine for a few weeks as a precaution during the 2 years the covid restrictions were active, no one from the security staff got sick at all. surprised rv maker was able to re-open though, its not an essential business, the factory i was at was considered essenttial and kept open but we had to carry papers with us saying we were allowed to work in case the police pulled us over for being out when everyone was supposed to be staying home and there were often curfews.

  • @Trumpisafatweirdo
    @Trumpisafatweirdo Місяць тому

    "safely reopened" how many of your employees got COVID?

  • @danacevedo4650
    @danacevedo4650 2 місяці тому

    Kura Sushi is the BEST!

  • @Sean-wb4ic
    @Sean-wb4ic 2 місяці тому

    Good to see that he's there for the right reasons.

  • @klaed123
    @klaed123 2 місяці тому

    Love this interview. When was it filmed with Tarang? Thanks!

  • @danacevedo4650
    @danacevedo4650 2 місяці тому

    Kura Sushi is the BEST! Soo much FUN! 🍣

  • @lorenzop7507
    @lorenzop7507 2 місяці тому

    Great interview! I'm buying more

  • @AnneMalloy-uv4mm
    @AnneMalloy-uv4mm 3 місяці тому

    "Make all dogs happy"? What a loon. Ridiculous mission. Way too much fuss over dogs; they're just domesticated wolves. Pets. Matt Meeker practically worships these animals. Crazy.

    • @Sean-wb4ic
      @Sean-wb4ic 2 місяці тому

      It’s literally his job and mission.

  • @fashionman998899
    @fashionman998899 3 місяці тому

    This is a high quality interview. Thank you!

  • @r.zornes6722
    @r.zornes6722 3 місяці тому

    Great show. Very much appreciated.

  • @cheesedoesgaming6088
    @cheesedoesgaming6088 3 місяці тому

    Cava is worse off than it was before the “rebranding” they seriously removed a lot of favorites off the menu especially the regular lamb just to have it only as meatballs

  • @samarsyal3811
    @samarsyal3811 3 місяці тому

    Great insights. The vision is clear. The strategy to get there makes perfect sense. Hoping 1000 stores by 2031 includes Canada. Easy 100B by 2040 if they meet their revenue, margin & ops growth targets.

  • @danielzuzevich4161
    @danielzuzevich4161 3 місяці тому

    This came at a perfect time. Look forward to listening.

  • @Everything-Entertainment825
    @Everything-Entertainment825 3 місяці тому

    Your videos have great content, but I noticed that the SEO could be improved. Optimizing your titles, tags, and descriptions can help increase views, subscribers, and rankings. Keep up the good work!"

  • @RoTelnCheese
    @RoTelnCheese 3 місяці тому

    Great channel. Subbed

  • @bustersbestbets8770
    @bustersbestbets8770 4 місяці тому

    Let me see if I understand. You want to buy something. You don't have the money. Here's how to buy it anyway. This is not rocket science. This is the path to personal financial ruin. The wise consumer earns the money. THEN buys the item. Amazingly, once you've worked to get the money to buy the thing, you realize you don't want it anymore. And THEN, the wise consumer doesn't owe the cost of the item plus the "transparent" interest. That's better. Before you commit to pay for something without the money to pay for it, please, be stronger than the juicy advert before your eyes. Breathe deep, hold the impulse in check. Read Dave Ramsey's "Complete Money Makeover", or track down his podcast. Your future happiness, and that of your family depends on it. Blessings.

  • @glory2glory679
    @glory2glory679 4 місяці тому

    I am so excited for Atai and the work they are doing. I have 270 shares at 2.07. Kinda high since it's sitting at 1.70 or something but I'm hooollldiing and buying more. These people are going to save lives

    • @sambowen2073
      @sambowen2073 4 місяці тому

      Buy more it will bring your price average down 😂 this company will be amazing when they get FDA approval

  • @Kel-mp4ob
    @Kel-mp4ob 4 місяці тому

    “if you can’t buy it twice, don’t buy it once”

  • @sambowen2073
    @sambowen2073 4 місяці тому

    I started 2 months ago heavily down but soon as they hit that break through towards end of the summer we could see big changes coming into Christmas and then 2025 is here and put it this way I reckon the sky is the limit !!

  • @williefaison3200
    @williefaison3200 4 місяці тому

    I ❤ $REE! Great interview! 👍

  • @aidendavid6763
    @aidendavid6763 4 місяці тому

    i think they built it on your front teeth

  • @sambowen2073
    @sambowen2073 4 місяці тому

    Have you invested in this stock ?

    • @danieluva2848
      @danieluva2848 4 місяці тому

      Very close to doing so. I can only imagine the potential. It’s something I am passionate too. So glad to see this!

  • @williefaison3200
    @williefaison3200 4 місяці тому

    I❤$REE!

  • @sirus312
    @sirus312 4 місяці тому

    What an amazing run in the stock and company, but this is a slick marketing campaign with and ADDICTIVE substance caffeine. A lot of it, this could be VERY dangerous to consume regularly. Not to mention the destroyed sleep etc. But that is what the consumer wants, for now