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    Arti Vula • JPMorgan Chase & Co.

    Arti Vula's questions to UiPath Inc (PATH) leadership

    Arti Vula's questions to UiPath Inc (PATH) leadership • Q4 2025

    Question

    Arti Vula, on for Mark Murphy, asked whether market uncertainty would deter investment in new technologies like AI or spur it as a means for efficiency, and if these pressures were felt differently across geographies.

    Answer

    CEO Daniel Dines asserted that the uncertainty affects all investments but that customer interest in Agentic AI remains strong due to its potential. COO & CFO Ashim Gupta added that while CFOs are tightening budgets, activity around Agentic proofs-of-concept is high. Gupta noted the macroeconomic pressure is global, though perhaps more pronounced in Canada.

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    Arti Vula's questions to DoubleVerify Holdings Inc (DV) leadership

    Arti Vula's questions to DoubleVerify Holdings Inc (DV) leadership • Q4 2024

    Question

    Arti Vula, on for Mark Murphy, inquired about any macro demand factors beyond the post-election ad spend lull and asked about the lead products in recent wins like Home Depot and Dollar General.

    Answer

    An executive confirmed the post-election ad spend environment worsened in November and December but sees a more stable outlook for 2025. CEO Mark Zagorski described the large wins as classic 'land and expand' deals, often starting with measurement and upselling to activation solutions. He highlighted Scibids (Sybase) as an increasingly important hook due to its clear ROI, which enhances customer stickiness.

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    Arti Vula's questions to DoubleVerify Holdings Inc (DV) leadership • Q3 2024

    Question

    Arti Vula, on for Mark Murphy, asked for more color on the uncertainty surrounding the post-election rebound in traditional ad spending and why that effect might persist.

    Answer

    CFO Nicola Allais explained that the uncertainty is not about if brand dollars will return, but about the speed at which they will flow back into the ad ecosystem during a busy Q4. CEO Mark Zagorski added that the unprecedented level of digital political ad spend crowded out many brands, and it remains to be seen how quickly they will decide it is 'safe to get back in the water' and resume their campaigns.

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    Arti Vula's questions to SEMrush Holdings Inc (SEMR) leadership

    Arti Vula's questions to SEMrush Holdings Inc (SEMR) leadership • Q4 2024

    Question

    Arti Vula of JPMorgan Chase & Co. inquired about the potential impact of AI technologies like DeepSeek on Semrush's product roadmap and costs, and also asked for an update on the macroeconomic environment and its effect on different customer segments.

    Answer

    CEO Oleg Shchegolev addressed the AI question, stating that the democratization of AI technology is an expected and positive trend that makes freemium models more viable. CFO Brian Mulroy commented on the macro environment, noting no significant changes and confirming continued strength in business and agency cohorts alongside persistent softness at the lower end of the market.

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    Arti Vula's questions to DocuSign Inc (DOCU) leadership

    Arti Vula's questions to DocuSign Inc (DOCU) leadership • Q2 2025

    Question

    Arti Vula, on for Mark Murphy at JPMorgan Chase & Co., asked for specifics on which customer segments and international regions are being prioritized for the IAM rollout. She also requested help in sizing the headcount contribution from the Lexion acquisition and understanding where new hiring is being focused.

    Answer

    CEO Allan Thygesen outlined the IAM rollout plan, stating it will expand from the commercial segment to include a self-service option for small businesses and departmental rollouts for large enterprises by year-end. Geographically, it will expand to the U.K., Germany, and France. CFO Blake Grayson noted that the Lexion acquisition was a 'fair chunk' of the quarterly headcount increase, with the remainder focused on growth initiatives in R&D and PLG. He stressed a mindful approach to hiring, balancing cost and location.

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