After Earnings

Ann Berry is joined by Gen CEO Vincent Pilette to break down Gen’s business model and growth strategy following its expansion beyond cybersecurity. The conversation covers how brands like Norton, Avast, LifeLock and MoneyLion fit together, how Gen thinks about consumer trust and how financial wellness is being integrated into its core security platform. Pilette also discusses customer adoption, global expansion and how the company evaluates future adjacencies and acquisitions.00:00 – Gen CEO Vincent Pilette joins00:41 – Gen’s four business pillars and operating segments02:26 – Norton’s role in consumer cybersecurity02:57 – Consumer vs. B2B2C growth strategy04:15 – Customer journeys across Norton, LifeLock, and MoneyLion05:07 – Platform integration and challenges with cross-selling06:59 – Subscriber base and membership structure07:58 – Global user scale across paid and free customers08:21 – Financial wellness adoption and growth outlook09:57 – Positioning Gen for consumers and investors12:09 – Trust-based solutions13:33 – Strategic priorities and future expansion areas17:11 – Customer demand for blockchain-based solutions18:16 – Geographic mix and international growth strategyAfter Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: [email protected]$GEN Learn more about your ad choices. Visit megaphone.fm/adchoices

Ann Berry is joined in-studio by CLEAR's CEO Caryn Seidman Becker They review the company’s latest quarter, the rollout of eGates and how the company is preparing for global expansion. Caryn shares what’s driving CLEAR’s growth across travel and enterprise, why healthcare is a major unlock and the ways digital identity is becoming a core layer of modern life. Highlights include: CLEAR's origin story and buyout from bankruptcy plus how the company navigated this fall's government shutdown. 00:00 — Caryn Seidman Becker Joins 00:53 — What’s Powering Clear’s Momentum 01:49 — eGates, CapEx & Free Cash Flow 02:13 — Airport Footprint & Expansion Plans 04:36 — Fixing Wait Times & Member Experience 06:07 — Travel During the Shutdown 07:23 — Signing Documents With Your Face 09:05 — DeepFakes & Identity Security 10:56 — Government Tech & Verification 11:19 — CLEAR in Entertainment & Events 13:21 — Cybersecurity & Holding Less Data 14:16 — Healthcare & “Killing the Clipboard” 18:49 — Global Travelers & Compliance 19:44 — Clear’s Origin Story 23:59 — Stock Price, Buybacks & Free Cash Flow 25:44 — M&A Outlook 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] $YOU Learn more about your ad choices. Visit megaphone.fm/adchoices

Ann Berry is joined in-studio by Nate Baxter, President & COO of ScottsMiracle-Gro. They discuss how the 160-year-old company is modernizing its iconic brands, balancing innovation with sustainability, and sunsetting its cannabis subsidiary. Nate explores shifting consumer demographics, regional growth strategies and the company’s planned packaging refresh.Highlights include:- How Scotts and Miracle-Gro are being reinvented for millennials and Gen Z- Why ScottsMiracle-Gro is exiting the cannabis business- How organic and sustainable lawn-care products are shaping the company’s future00:00 – Nate Baxter Joins01:06 – Pandemic hangover and the reset02:33 – Margin recovery and streamlining03:25 – Brand portfolio and recession resilience04:50 – Millennials, Gen Z & wellness06:51 – “Emerging” consumers, kids and pets09:04 – Organics, biologicals and safety10:44 – Modernizing packaging and brand aesthetic11:59 – E-commerce, website revamp and education13:32 – Exiting cannabis and Hawthorne’s future15:22 – Why tech and AI matter in lawn care17:22 – Weather, forecasting and media allocation18:27 – Seasonality and fall lawn strategy21:51 – Free cash flow, debt paydown & M&A24:05 – What a “transformational” deal could be $SMG Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of After Earnings, Ann sits down with Beth Gaspich, the Chief Financial Officer of NiCE - a decades-old enterprise software company looking to transform itself into an AI-driven customer experience platform.They discuss how NiCE aims to redefine contact centers through automation and conversational AI, NiCE's nearly $1 billion acquisition of Cognigy, and the company’s approach to fraud detection and deepfake prevention. 00:00 — Beth Gaspich joins 02:00 — The history of NiCE 05:00 — AI and automation in contact centers 06:00 — Deepfake detection and data privacy 10:00 — Market perception vs. fundamentals 11:30 — Inside NiCE’s nearly $1 B Cognigy acquisition 13:00 — Balancing profitability and growth 15:20 — Acquisition and capital allocation strategy 18:00 — How NiCE evaluates AI tuck-ins 19:00 — Beth’s career and leadership path 22:00 — How a CFO keeps up with AI 23:40 — The next generation of finance talent$NICE Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of After Earnings, Ann Berry speaks with Steph Guild, Chief Investment Officer at Robinhood, about how the company is expanding beyond active trading into broader wealth management. Guild explains how Robinhood Strategies works and how it aims to help retail investors build long-term portfolios. She also shares her perspective on tokenized assets along with thoughts on prediction markets, retail investor behavior, international growth, and whether today’s market shows signs of a bubble. 00:00 – Steph Guild Joins 00:52 – How Robinhood Keeps Users Active as They Mature 02:02 – Inside “Robinhood Strategies” 03:42 – Lower Minimums and Broader Access 04:06 – Building Portfolios: Balancing ETFs and Single Stocks 07:08 – How Retail Investors Approach Risk and New Assets 10:31 – Mixing Professional Advice with Social Investing 12:42 – Portfolio Positioning in a High-Valuation Market 15:15 – Are We in a Market Bubble? 16:08 – Expanding Internationally 16:52 – Why Tokenized Assets Are Rolling Out in Europe First 18:13 – Tokenization’s Benefits and Early-Stage Limitations 20:50 – How Prediction Markets Can Function as a Hedge 23:04 – Leaving a Legacy Firm for a New Model 25:44 – Taking Career Risks 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] $HOOD The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices