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    Anne Samuel • JPMorgan Chase & Co.

    Anne Samuel's questions to Healthequity Inc (HQY) leadership

    Anne Samuel's questions to Healthequity Inc (HQY) leadership • Q1 2026

    Question

    Anne Samuel from JPMorgan Chase & Co. requested an update on the company's progress in encouraging members to download the mobile app and how this initiative ties into the broader strategy for enhancing security and reducing fraud expenses.

    Answer

    President and CEO Scott Cutler explained that driving mobile app adoption is a top priority for security. He stated that by the fall, any member accessing the platform will be required to authenticate through a passwordless, passkey method via the mobile app. This is expected to secure the platform's perimeter and improve the member experience, with the ultimate goal being secure access rather than just download numbers.

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    Anne Samuel's questions to Phreesia Inc (PHR) leadership

    Anne Samuel's questions to Phreesia Inc (PHR) leadership • Q1 2026

    Question

    Anne Samuel inquired about the performance of Phreesia's Network Solutions business, asking about the nature of customer conversations and any potential decision-making hesitancy in the current macroeconomic environment.

    Answer

    CFO Balaji Gandhi attributed the segment's resilient growth to the strength of Phreesia's team and its product-led strategy. He emphasized that developing valuable products and having a capable team to deliver them are the core drivers, stating there was nothing new to report regarding macro-related challenges.

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    Anne Samuel's questions to Waystar Holding Corp (WAY) leadership

    Anne Samuel's questions to Waystar Holding Corp (WAY) leadership • Q1 2025

    Question

    Anne Samuel noted that Waystar reached its leverage target ahead of schedule and asked for the company's current thinking on its M&A strategy and approach to portfolio expansion.

    Answer

    CEO Matt Hawkins expressed pride in meeting the commitment to delever, attributing it to the business model's strong margins and cash flow. Regarding M&A, he reaffirmed Waystar's disciplined approach, seeking companies with technology, people, and clients that fit strategically. He emphasized their history of integrating acquisitions onto the single Waystar platform to benefit all clients. Hawkins confirmed that the corporate development team is actively evaluating a robust pipeline of opportunities.

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    Anne Samuel's questions to Evolent Health Inc (EVH) leadership

    Anne Samuel's questions to Evolent Health Inc (EVH) leadership • Q4 2024

    Question

    Anne Samuel inquired about the 2025 new partnership pipeline and the company's appetite for adding more Performance Suite contracts following the challenges in 2024.

    Answer

    CEO Seth Blackley described the sales pipeline as 'very good,' noting that market dislocation has created a strong sales environment. He stated that the new, evolved Performance Suite model, which shares more upside with clients while protecting Evolent's downside, is proving to be sellable and meets market demands. The company has a good mix of Performance Suite and fee-based deals in the pipeline.

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    Anne Samuel's questions to Doximity Inc (DOCS) leadership

    Anne Samuel's questions to Doximity Inc (DOCS) leadership • Q3 2025

    Question

    Anne Samuel inquired if penetrating the monetization white space requires incremental investment and asked for an update on the health of the provider (health system) business.

    Answer

    CEO Jeff Tangney stated that the company can pursue the large opportunity in workflow products with its existing team and relationships. He also clarified that the 122% NRR for top clients represents 22% growth. CFO Anna Bryson added that the health system business is performing slightly better than expected but pharma remains the fastest-growing segment due to ongoing macro uncertainty in healthcare.

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    Anne Samuel's questions to Veeva Systems Inc (VEEV) leadership

    Anne Samuel's questions to Veeva Systems Inc (VEEV) leadership • Q3 2025

    Question

    Anne Samuel asked for more detail on why Veeva's safety solutions are approaching a 'tipping point' and the unmet needs they address. She also questioned whether the current macro environment should be considered the 'new normal'.

    Answer

    CEO Peter Gassner explained the 'tipping point' feeling comes from deep customer conversations, aging legacy systems, and Veeva's maturing cloud suite. Customers are seeking modernization and advanced automation. He also agreed the current level of macro uncertainty is now the 'new normal' that customers have settled into.

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    Anne Samuel's questions to Omnicell Inc (OMCL) leadership

    Anne Samuel's questions to Omnicell Inc (OMCL) leadership • Q3 2024

    Question

    Anna Kruszenski, on behalf of Anne Samuel, asked for an expansion on hospital market stabilization, key headwinds and tailwinds for 2025, and the expected timing for XT Amplify bookings to convert to revenue.

    Answer

    CEO Randall Lipps noted that health systems are re-engaging in long-term, strategic C-suite level conversations. He identified improving hospital financials and consolidation as tailwinds for 2025, with macro factors as potential headwinds. Executive Kathleen Nemeth added that the XT upgrade cycle is well advanced from a bookings perspective. Regarding Amplify, Lipps stated that ongoing innovation will drive adoption and that the focus is on the broader platform uplift, not a single revenue event.

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