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    Ashley Kim • Citigroup

    Ashley Kim's questions to Similarweb Ltd (SMWB) leadership

    Ashley Kim's questions to Similarweb Ltd (SMWB) leadership • Q4 2024

    Question

    Ashley Kim requested more color on the 15 seven-figure customer contracts signed in Q4, specifically whether they were new customers or expansions and if any were AI-related.

    Answer

    CEO Or Offer clarified that the record 15 seven-figure deals were primarily expansions from existing customers, reflecting a growing readiness to invest more with the company. He connected this success to the increasing trust in Similarweb's data, also evidenced by nearly 50% of ARR now being under multi-year contracts, and the company's focus on deploying senior account managers to drive expansion. He did not specify how many deals were AI-related.

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    Ashley Kim's questions to Braze Inc (BRZE) leadership

    Ashley Kim's questions to Braze Inc (BRZE) leadership • Q2 2025

    Question

    Ashley Kim, on for Tyler Radke, asked about drivers for the gross margin improvement beyond personnel and tech stack efficiencies, and whether that level of improvement is sustainable.

    Answer

    CFO Isabelle Winkles explained that Q2 gross margin overachieved internal expectations, partly recovering from a Q1 low related to premium message volume concentration. She stated that while the underlying efficiencies are sustainable, the significant sequential improvement from Q1 to Q2 should not be expected to continue at the same rate.

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