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Alexander Zukin

Managing Director and Senior Analyst at Wolfe Research

Alex Zukin is a Managing Director and Senior Analyst at Wolfe Research, specializing in software equity research with a particular emphasis on enterprise and cloud software companies. He covers high-profile technology names including Salesforce (CRM), Microsoft (MSFT), and Workday (WDAY), with a performance track record featuring a 61% success rate and an average return of 18.5% per recommendation as ranked by TipRanks. Zukin has over a decade of investment research experience, beginning his analyst career before joining Wolfe Research, where he quickly advanced to his current senior role. Holding Series 7, 63, and 86/87 securities licenses, Zukin is recognized as a top-ranked analyst by multiple platforms for his insight and successful stock calls.

Alexander Zukin's questions to Via Transportation (VIA) leadership

Question · Q3 2025

Alexander Zukin asked about the Waymo partnership as a 'seminal moment,' inquiring about its potential marketing and pipeline opportunities, revenue uplift from autonomous contracts, and how it helps fulfill Via's vision. He also asked about the competitive displacement in Mobile, Alabama, and what triggers customers to transition from legacy operators to Via.

Answer

Daniel Ramot, Co-Founder and CEO, agreed that autonomous vehicles (AVs) present a significant, albeit nascent, opportunity. He noted high demand from the public transit sector, limited primarily by AV availability, with some customers eager to adopt AV technology even beyond immediate budget considerations. Clara Fain, CFO, confirmed that the Mobile, Alabama expansion involved displacing a legacy player. She explained that while displacing large, established competitors is a process, demand for such large contracts is at an all-time high. Successful takeovers, which demonstrate impressive turnarounds in transit systems, create a 'halo effect' and strong referenceability, leading to Via's strongest pipeline for these opportunities.

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Question · Q3 2025

Alexander Zukin asked Daniel Ramot about the Waymo partnership, viewing it as a seminal moment, and inquired about its potential marketing and pipeline opportunities, awareness generation, and revenue uplift as more autonomous contracts roll out. He also asked Clara Fain about the Mobile, Alabama upsell, which appeared to be a competitive displacement, and what triggers customers to transition from legacy operators to Via's platform.

Answer

Daniel Ramot, Co-Founder and CEO, agreed on the significant opportunity in autonomous vehicles, noting high demand from the public transit sector, limited primarily by AV availability. He observed that customers are often willing to launch AV services faster than human-driven ones. Clara Fain, CFO, confirmed the Mobile, Alabama expansion involved displacing a legacy player in what she described as the 'last pen and paper industry.' She highlighted that strong demand for large contracts, coupled with impressive results from Via's takeovers (turning around declining transit systems), creates a 'halo effect' and a strong pipeline for competitive displacements.

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