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    Alex Lavigne

    Research Analyst at The Benchmark Company, LLC

    Alex Lavigne is an Equity Research Associate at The Benchmark Company, LLC, specializing in equity research analysis across technology and digital media companies. He contributes to coverage of firms including LiveRamp Holdings, participating in earnings calls and producing financial analysis to support investment research. Alex began his career as a Financial Analyst at Ayco, a Goldman Sachs Company, and held subsequent roles at Paradigm Capital Management and Rosenblatt Securities before joining The Benchmark Company in April 2022. He holds a Bachelor of Science in Financial Information and Analysis from Clarkson University, and maintains professional credentials consistent with industry research responsibilities, though specific FINRA licensing is not publicly disclosed.

    Alex Lavigne's questions to GoDaddy (GDDY) leadership

    Alex Lavigne's questions to GoDaddy (GDDY) leadership • Q2 2025

    Question

    Alex Lavigne asked about the contribution of the Marketing Suite and Arrow Plus to the sequential ARPU growth and inquired about the potential for agentic AI to drive an upmarket push for GoDaddy.

    Answer

    CEO Aman Bhutani and CFO Mark McCaffrey clarified that Marketing Suite and Arrow Plus are still new and small contributors to ARPU. McCaffrey attributed the ARPU growth to the core Arrow experience driving higher conversion, attach, and order sizes. Bhutani added that over the next 12 months, agentic AI will enable GoDaddy to integrate partner solutions much faster, enhancing its overall platform capabilities.

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    Alex Lavigne's questions to Getty Images Holdings (GETY) leadership

    Alex Lavigne's questions to Getty Images Holdings (GETY) leadership • Q3 2024

    Question

    Alex Lavigne, on behalf of Mark, asked for an update on the adoption of Getty's Generative AI tools and the potential for revenue scaling in 2025, as well as the current demand for data licensing opportunities.

    Answer

    Craig Peters, Chief Executive Officer, explained that Generative AI adoption is still in the early, single-digit percentages but is additive, attracting new customers, and expected to be a more material contributor in 2025. He noted specific activations, like the one with Sony Pictures for its 'Venom' movie, are interesting but less recurring. On data licensing, Peters stated that Getty has engaged in a few small deals with existing partners but remains highly selective, passing on opportunities that do not align with the long-term interests of the company and its content creators.

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    Alex Lavigne's questions to LiveRamp Holdings (RAMP) leadership

    Alex Lavigne's questions to LiveRamp Holdings (RAMP) leadership • Q2 2025

    Question

    Alex Lavigne asked for an update on the marketplace pipeline progression related to Oracle's ad business shutdown and requested a quantification of Habu's revenue and ARR contribution.

    Answer

    CFO Lauren Dillard stated they expect a modest positive impact in Q3 from the Oracle shutdown but are being cautious with guidance until a trend emerges. Regarding Habu, she confirmed they are on track for the $18 million synergized revenue target for the year, but noted it's now difficult to isolate its specific contribution as it's fully integrated.

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