A fresh episode has dropped! This week, Ann Berry sat down with Roku CFO Dan Jedda to discuss the company’s content strategy, growth in ad revenue, and new products for small & medium-sized business clients. They also covered: • Will ROKU’s TVs ever be profitable? • The ads in Roku City • Instacart + Tradedesk partnerships $ROKU YouTube: https://lnkd.in/eUQCuhbn Spotify: https://lnkd.in/etwVRaUK Apple: https://lnkd.in/ektsxmUx
After Earnings (from Morning Brew ☕️)
Broadcast Media Production and Distribution
The show that connects the modern investor with the executives and decision-makers who are shaping the markets.
About us
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 from Morning Brew and Stakeholder Labs that connects the modern investor with the executives and decision-makers who are shaping the markets. Join Austin Hankwitz and Katie Perry as they bring the conversations that used to only be available to hedge fund managers to the rest of us.
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afterearnings.com
External link for After Earnings (from Morning Brew ☕️)
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- Broadcast Media Production and Distribution
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Employees at After Earnings (from Morning Brew ☕️)
Updates
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Roku's shoppable Instacart ads use QR codes to deliver more targeted, data-driven results than traditional TV ads. This approach isn’t new, so what sets Roku apart? CFO Dan Jedda explains to Ann Berry. $ROKU Watch the full episode: https://lnkd.in/eVFfaVYw
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A big thank you to our listeners for getting After Earnings onto Amazon Music's "Featured Podcasts" list 👏
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For Roku, most devices are loss-making. Will its TVs ever become profitable? CFO Dan Jedda shares his thoughts. $ROKU Watch the full episode: https://lnkd.in/eUQCuhbn
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Salesforce CEO Marc Benioff has a history of advising presidents on technology. Ann Berry asks whether we'll see him join Elon Musk, Mark Zuckerberg, and other Silicon Valley titans in dialogue with incoming President Trump - or even if we will see Marc in public office one day. Here's what he said to After Earnings. $CRM
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Heathrow Airport is one of the busiest transit hubs in the world - notorious for frustrating travelers with long lines, delays, and poor service reviews. On the latest episode of After Earnings, Salesforce CEO Marc Benioff breaks down for host and recent Heathrow visitor Ann Berry how Agentforce is changing that - in a vivid example of what Marc calls "the Agentic Era." $CRM
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After Earnings (from Morning Brew ☕️) reposted this
2025 will be the year public companies fully embrace the power of direct market communication through new media and social. As we saw in the recent election, long-form video interviews are transforming how leaders connect with audiences. We’re proud to see After Earnings (from Morning Brew ☕️) become a go-to platform for CEOs and CFOs to connect directly with the next generation of investors - retail AND institutional. When we launched the show earlier this year, we couldn’t have imagined the caliber of companies and executives who’ve joined us - see a few of the highlights below! 🎙️ 📈 -Marc Benioff, CEO & Co-founder Salesforce $CRM -Dave Girouard, CEO and Co-founder @ Upstart $UPST -Wetteny Joseph, CFO @ Zoetis $ZTS -Dave Stephenson, Chief Business Officer @ Airbnb $ABNB -Blake Grayson, CFO @ Docusign $DOCU -Michael Linford, COO & CFO @ Affirm $AFRM -Jason Child, CFO @ Arm $ARM -Dave Denton, CFO @ Pfizer $PFE -Michael Walrath, CEO @ Yext $YEXT -Erica Gessert, CFO @ Upwork $UPWK -Wes Cummins, CEO @ Applied Digital (NASDAQ: APLD) $APLD -Matt Skaruppa, CFO @ Duolingo $DUOL -Harley Finkelstein, President @ Shopify $SHOP -Bill Magnuson, CEO & Co-founder @ Braze $BRZE -Peter Cannito, CEO @ Redwire Space $RDW -John Fieldly, CEO @ CELSIUS Holdings, Inc. $CELH -Matt Meeker, CEO & Co-founder @ BARK $BARK -Ryan Barretto, President @ Sprout Social, Inc. $SPT Grateful to the Devin, Bryce, and the rest of the team at Morning Brew Inc. We've built a strong foundation for the show heading into 2025. 🚀
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In his interview with After Earnings, Salesforce CEO Marc Benioff describes the company as a "scaled provider of venture capital", managing "about $5 billion" of investments in startups. Ann Berry asks whether - from his unique vantage point - Marc thinks we're in an AI bubble. Here's what he had to say.
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A fresh episode has dropped! This week, Ann Berry sat down with Salesforce founder & CEO Marc Benioff to discuss Agentforce and AI's new "Agentic Era." They covered: - AI valuations and bubble territory - Salesforce's track record in startup investing - DOGE and tech in the new administration $CRM Watch now: https://lnkd.in/ee-4r9Ev
Salesforce CEO Marc Benioff on the "AI Labor Force," AI Bubble Risks, & Tech in the New Government
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Upstart CEO and co-founder Dave Girouard joined us on After Earnings to discuss how the company operates as a marketplace. Upstart connects borrowers with lenders and credit investors, but does not issue loans itself. Dave explains why not - and how instead Upstart tries to have skin in the game alongside its lending partners. $UPST