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    Andrew DeGasperi • BNP Paribas

    Andrew DeGasperi's questions to Datadog Inc (DDOG) leadership

    Andrew DeGasperi's questions to Datadog Inc (DDOG) leadership • Q2 2025

    Question

    Andrew Degasperi of BNP Paribas asked if sales productivity gains were broad-based geographically and whether increased sales capacity would accelerate product attach rates.

    Answer

    CFO David Obstler noted that investment intensity and growth rates are higher internationally in less-developed markets. CEO Olivier Pomel explained that sales incentives are balanced to ensure reps also focus on landing new logos, not just upselling, so attach rates may not directly accelerate with headcount.

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    Andrew DeGasperi's questions to Vertex Inc (VERX) leadership

    Andrew DeGasperi's questions to Vertex Inc (VERX) leadership • Q2 2025

    Question

    Andrew Degasperi of BNP Paribas sought confirmation that the expected margin leverage in the second half of next year remains on track and asked for an expansion on the "compliance confusion" in Brazil and its impact.

    Answer

    President and CEO David DeStefano clarified that while not providing 2026 guidance, the company will not pull back on strategic investments like e-invoicing. He explained the Brazil issue stems from a confusing, decade-long transition to a new VAT system, which slowed deals and impacted NRR by about half a point, but represents a long-term opportunity due to the increased complexity.

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    Andrew DeGasperi's questions to Vertex Inc (VERX) leadership • Q1 2025

    Question

    Andrew DeGasperi asked if changing supply chains are an actual driver for current customer decisions and requested a view on Vertex's end-market exposure, particularly in marketplaces.

    Answer

    CEO David DeStefano clarified that while supply chain shifts are part of active conversations, they are not yet an immediate driver of performance but rather position Vertex as a 'future-ready' solution. He emphasized that indirect tax is a horizontal solution with no concerning revenue concentration in any single vertical, as it applies across all industries.

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    Andrew DeGasperi's questions to Workiva Inc (WK) leadership

    Andrew DeGasperi's questions to Workiva Inc (WK) leadership • Q2 2025

    Question

    Andrew Degasperi asked for more context on a large bank win driven by a Federal Reserve mandate and whether this represents a broader near-term driver. He also questioned if the operating margin outperformance was due to changes in sales and marketing investment assumptions for the second half of the year.

    Answer

    CEO Julie Iskow explained that financial services regulations have long been a driver and Workiva is deepening its focus on this vertical, including banks, investment firms, and insurance, with expanding use cases. CFO Jill Klindt clarified that there were no large-scale changes to sales and marketing investment. Instead, the margin improvement stems from ongoing reallocation of resources, operational efficiencies like the hunter-farmer model, and a disciplined focus on achieving the 2027 margin targets.

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    Andrew DeGasperi's questions to Workiva Inc (WK) leadership • Q1 2025

    Question

    Andrew DeGasperi inquired about the market opportunity for the new Fund Reporting solution and asked for clarification on the net retention rate (NRR) headwinds and the rationale for lowering the free cash flow target.

    Answer

    CEO Julie Iskow described the Fund Reporting market as a large opportunity, citing over 12,000 public funds globally. CFO Jill Klindt explained that FX and the Leap Year impacted NRR by about 1.5 points. She added that the free cash flow margin target was lowered to reflect potential impacts from the cautious buying environment on bookings for the rest of the year.

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    Andrew DeGasperi's questions to Zscaler Inc (ZS) leadership

    Andrew DeGasperi's questions to Zscaler Inc (ZS) leadership • Q3 2025

    Question

    Andrew Degasperi of BNP Paribas asked about the federal business, referencing checks that suggested Zscaler could see strong growth in this sector and questioning if the company was seeing similar positive trends.

    Answer

    CEO Jay Chaudhry reported that the federal business performed in line with expectations and noted that the government's focus on cost-cutting can be an advantage for Zscaler. CFO Remo Canessa clarified that their Q4 guidance does not assume a significant contribution from the federal sector, as these large contracts have long sales cycles, even though Zscaler is well-positioned within federal agencies.

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    Andrew DeGasperi's questions to Veeva Systems Inc (VEEV) leadership

    Andrew DeGasperi's questions to Veeva Systems Inc (VEEV) leadership • Q1 2026

    Question

    Andrew Degasperi of BNP Paribas inquired about the horizontal CRM product, asking if the core team investments have been made and whether M&A is a possibility for this new venture.

    Answer

    CEO Peter Gassner confirmed the core team for horizontal CRM is in place and will be expanded incrementally. Regarding M&A, he stated that Veeva keeps a wide aperture, most likely looking for synergistic opportunities in horizontal applications outside of life sciences, similar to the successful Crossix acquisition model.

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    Andrew DeGasperi's questions to Veeva Systems Inc (VEEV) leadership • Q4 2025

    Question

    Andrew DeGasperi asked if the recent inflection in clinical trial starts was a factor in Veeva's confidence for its R&D growth guidance.

    Answer

    EVP, Strategy Paul Shawah stated that their confidence in clinical performance is not related to trial start volumes. He explained that most of Veeva's clinical business, especially in the enterprise segment, is based on enterprise license agreements that are not directly impacted by fluctuations in clinical trial volumes.

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    Andrew DeGasperi's questions to Veeva Systems Inc (VEEV) leadership • Q3 2025

    Question

    Andrew DeGasperi asked if Vault CRM migrations will improve gross margin over the next two years by reducing Salesforce royalties. He also asked for clarification on which products are focused on direct-to-consumer (DTC) advertising.

    Answer

    CFO Brian Van Wagener explained that while there will be a gradual gross margin improvement, it will be spread out over a long period until 2030 due to the lengthy migration timelines. CEO Peter Gassner confirmed Crossix is the primary product involved with DTC advertising measurement but noted that overall commercial strength is broad-based across multiple products.

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    Andrew DeGasperi's questions to OneStream Inc (OS) leadership

    Andrew DeGasperi's questions to OneStream Inc (OS) leadership • Q1 2025

    Question

    Andrew DeGasperi of BNP Paribas asked if OneStream would benefit from the recent federal executive order on modernizing financial accounting systems and what the potential timeline for that impact would be.

    Answer

    CFO Bill Koefoed, while not commenting on the specific order, reiterated that OneStream is well-positioned to benefit from any government initiatives focused on modernization, efficiency, and security. He highlighted their value proposition in replacing legacy applications and their FedRAMP High certification as key advantages.

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    Andrew DeGasperi's questions to Samsara Inc (IOT) leadership

    Andrew DeGasperi's questions to Samsara Inc (IOT) leadership • Q4 2025

    Question

    Andrew DeGasperi questioned Samsara's exposure to cross-border traffic amid geopolitical tensions and asked if the extra-week adjustment for revenue should also be applied to billings.

    Answer

    Chief Executive Officer Sanjit Biswas stated that the majority of their customers' operations are domestic, such as food and beverage distribution or construction within their own countries. Chief Financial Officer Dominic Phillips advised focusing on the revenue and constant currency-adjusted ARR metrics, reiterating that the impact of the extra week on bookings is much less clear than on revenue.

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