After Earnings

Wealthfront just crossed $100 billion in platform assets, doubling from $50 billion in under three years. CFO Alan Imberman joins Katie Perry to break down the quarter. He explains why Wealthfront is buying back stock below its IPO price, how home lending fits into a high-margin business, and why the company has its sights set on $1T.

Angus Pacala, co-founder and CEO of Ouster ($OUST), joins Austin Hankwitz after a quarter with $55M in revenue, up 56% year over year. They talk about REV8, the first lidar with native color, and the $35M Stereolabs acquisition. He also explains how Ouster is building the sensing layer for physical AI and what puts the company on track for its first profitable year in 2027.

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 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 OutEmail: [email protected] $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