After Earnings (from Morning Brew ☕️)

With the CHIPS Act, rocketship growth in AI and a long trend of automation, companies like Synopsys Inc ($SNPS) are getting unprecedented investor attention. On the latest episode of After Earnings, CFO Shelagh Glaser joined Ann Berry to discuss:  • Source of record revenue growth to $6B in 2024  • The $35B acquisition of $ANSS and partnerships with $NVDA, $AMZN, and $TSM  • Executing on AI-driven growth in 2025 $SNPS YouTube: https://lnkd.in/gjWJk63d   Spotify: https://lnkd.in/gnW6fJsv   Apple: https://lnkd.in/gNfSNASH  

AI has infused new capabilities into chip design and verification. How much of that innovation contributed to Synopsys Inc's record revenue and 15% y/y growth? $SNPS Watch the full video: https://lnkd.in/gjWJk63d

Royal Caribbean Group CFO Naftali Holtz breaks down for host Ann Berry how technology is used on cruise ships to enhance the vacation experience - and margins. $RCL Watch the full episode: https://lnkd.in/eHPv6Es7

🦉 💚 Rest in peace to the one and only Duolingo Owl. Gone but never forgotten, especially by those who know the fear of a missed streak. Previously, we had Matt Skaruppa, CFO of Duolingo, on After Earnings to talk about the origins of the beloved (and slightly menacing) mascot, as well as Duolingo’s incredible growth. https://lnkd.in/gmewF6Dt

The CHIPS Act has the potential to impact the growth of companies like Intel and the US manufacturing industry in the near term. Synopsys Inc CFO Shelagh Glaser has seen the push for supply chain resilience shape semiconductor manufacturing strategies globally. $SNPS Watch the full episode: https://lnkd.in/gjWJk63d

The cruise industry has a mixed reputation when it comes to sustainability. Royal Caribbean Group CFO Naftali Holtz breaks down how it's trying to change that. $RCL Watch the full episode: https://lnkd.in/eHPv6Es7 

When the Impossible Burger launched at Burger King in 2019, it seemed like the moment plant-based "meat" would go mainstream. Impossible Foods founder Pat Brown breaks down for host Ann Berry what it meant for him.

Demand for travel has soared post-COVID and new trends have emerged - including more millennial interest in cruises and greater uptake of river experiences. Host Ann Berry breaks down why we wanted to discuss the industry with Royal Caribbean Group CFO Naftali Holtz. $RCL YouTube: https://lnkd.in/eHPv6Es7  Spotify: https://lnkd.in/er3wP5a5  Apple: https://lnkd.in/evpTMdET

The cruise industry is booming, with 37 million passengers expected this year. Royal Caribbean Group, one of the world's largest cruise operators, with 66 ships visiting ~1,000 destinations, saw its stock surge after reporting strong 2024 earnings growth and record new bookings. CFO Naftali Holtz spoke After Earnings host Ann Berry to break down why - and to address public perception of the sector's impact on the environment. They covered:  • Millennial cruisers and demand for new vacation types  • Launching river cruises at the Celebrity Cruises brand  • Diversifying into land-based experiences $RCL YouTube: https://lnkd.in/eHPv6Es7  Spotify: https://lnkd.in/er3wP5a5  Apple: https://lnkd.in/evpTMdET

What would you ask leaders from DraftKings Inc. ($DKNG), Udemy ($UDMY), and Chipotle Mexican Grill ($CMG) ?🎙️📈 Now’s your chance to shape the conversation on After Earnings! Submit your questions here: https://lnkd.in/eXzZ3JAC