Sign in

    Anna Kruszenski • Barclays

    Anna Kruszenski's questions to Certara Inc (CERT) leadership

    Anna Kruszenski's questions to Certara Inc (CERT) leadership • Q2 2025

    Question

    Anna Kruszenski of Barclays, on for Luke Surgut, inquired about the distinct demand drivers for software versus services bookings and requested more detail on the behavioral differences between Tier 1 and Tier 2/3 customers, particularly regarding the software slowdown in Tier 1.

    Answer

    CEO William Feehery explained that software demand is driven by its role as essential R&D infrastructure and new product innovation, while services demand has rebounded due to high interest in QSP. CFO John Gallagher added that the Tier 1 software softness was due to the timing of renewals, which are expected to normalize in the second half, and highlighted strong performance in Tier 3.

    Ask Fintool Equity Research AI

    Anna Kruszenski's questions to Charles River Laboratories International Inc (CRL) leadership

    Anna Kruszenski's questions to Charles River Laboratories International Inc (CRL) leadership • Q2 2025

    Question

    Anna Kruszenski of Barclays, on for Luke Sergott, inquired about the sales cycle timing in the DSA segment, from RFP to revenue conversion, and asked if this process has seen any recent changes or improvements.

    Answer

    CEO James Foster responded that while the fundamental sales cycle has not changed, recent structural improvements to the sales and marketing organizations have made the process more client-centric and efficient. He emphasized that speed is critical for clients, and Charles River is continuously working to accelerate the process through digitization and better sales force integration, which he believes has enhanced the cycle over the past year.

    Ask Fintool Equity Research AI