After Earnings

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.

Curiosity Inc. CEO Clint Stinchcomb joins Ann Berry to lay out his streaming company’s business structure and plan. And why the documentary-heavy platform is pivoting from a subscriber based business to an AI Licensing based business. Ann and Clint discuss what the market looks like for AI licensing and how investors are reacting to the change in strategy.

0:00 – Intro

1:30 – Curiosity Inc.'s business model: subscription + licensing

4:20 – Who needs AI training data

5:44 – Demand for raw/unedited video

7:23 – Content library examples: Attenborough, nature/wildlife docs

10:17 – What "ethical sourcing" and chain of title mean

14:41 – Subscription vs. licensing revenue mix, investor concerns

19:20 – Independent creators seeking licensing deals

22:10 – Why raw/HDR footage is valuable for training

23:56 – 2026 guidance

25:06 – Team strategy & AI productivity

30:49 – Life as a public company post-SPAC

32:32 – Closing remarks

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$CURI

Austin Hankwtiz is joined by Peter Colis, co-founder and CEO of Ethos Technologies, to discuss how the company is transforming life insurance with instant online underwriting, why eight of nine life insurtech competitors have been shuttered, pivoted or acquired, and what's driving Ethos's 113% revenue growth.

$LIFE

[00:00] Peter Colis, co-founder and CEO of Ethos, joins

[01:06] What Ethos does

[02:09] What's driving 113% revenue growth

[04:10] The Geico and Progressive parallel

[06:37] Inside the agent business

[09:11] Margin trade-offs: direct vs. third-party

[13:54] Competitive moat and why rivals failed

[17:17] The $100 million share repurchase

[20:38] What investors still don't understand

[26:42] Inside the ten-minute underwriting process

[31:52] Outro and upcoming episodes

After Earnings is brought to you by Stakeholder Labs and Morning Brew.

For more go to https://www.afterearnings.com

Ethos Technologies, Peter Colis, life insurance, insurtech, After Earnings, IPO, fintech, term life insurance, underwriting, insurance technology, revenue growth, public markets, investing, financial services, agent distribution

Ann Berry is joined by Yanela Frias, CFO of Prudential Financial, to discuss the company’s five-year plan to reshape its business, its exit from emerging markets and where it’s reallocating resources. They also delve into Yanela’s 30-year career at Prudential and why she’s made a point of never staying in the same role for more than three years.00:00 Yanela Frias, Prudential CFO, joins01:22 Breaking down Prudential’s business03:54 Prudential’s new five-year strategy06:41 Simplifying a 150-year-old company08:20 How Prudential’s insurance and asset management businesses work together09:28 Using technology and AI in underwriting11:54 Capital-intensive vs. capital-light businesses13:06 Prudential’s role in private credit14:37 Exiting emerging markets16:16 Understanding the opportunity in Japan19:33 How higher interest rates impact Prudential21:06 PGIM, equity markets and diversification22:48 Prudential’s capital allocation strategy24:18 Yanela’s nearly 30-year career at Prudential26:20 OutroAfter 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: afterearnings@morningbrew.com$PRU

Ann Berry is joined by Emily Spurling, Senior Vice President and Global Head of Index at Nasdaq, to unpack the evolution of the Nasdaq-100. They discuss SpaceX’s blockbuster IPO, how companies staying private for longer are changing the makeup of public markets, and why Nasdaq has evolved its rules for index inclusion. Plus, Emily breaks down the ETF revolution and where she’s seeing the next wave of innovation across the economy.00:00 Emily Spurling, Nasdaq’s Global Head of Index, joins01:20 Why the Nasdaq-100 isn’t just a tech index03:13 Walmart and the Nasdaq brand03:59 Why financial companies aren’t included04:51 SpaceX’s Nasdaq debut05:43 Companies staying private longer and the fast-entry process09:09 Concentration in the Nasdaq-10010:54 Could SK Hynix join the index?11:59 Nasdaq-100 inclusion criteria12:39 How ETFs expanded access to the Nasdaq-10014:35 How Nasdaq works with ETF partners15:37 What could reshape the Nasdaq-100 next17:01 Where innovation is emerging beyond tech17:44 OutroAfter 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: afterearnings@morningbrew.com