Sign in

    Austin Cole • Citizens JMP Securities, LLC

    Austin Cole's questions to ZI leadership

    Austin Cole's questions to ZI leadership • Q2 2025

    Question

    Austin Cole, on for Pat Walravens at Citizens JMP, asked about the competitive threat from emerging 'AI SDR' companies and how they compare to ZoomInfo's Copilot.

    Answer

    CEO Henry Schuck dismissed AI SDRs as a 'flash in the pan,' citing low productivity and regulatory hurdles that cause many pilots to fail. He contrasted this with ZoomInfo's Copilot, which serves a broader range of users beyond SDRs—including AEs and CSMs—for deeper strategic work, offering greater expansion potential.

    Ask Fintool Equity Research AI

    Austin Cole's questions to Zoominfo Technologies Inc (GTM) leadership

    Austin Cole's questions to Zoominfo Technologies Inc (GTM) leadership • Q2 2025

    Question

    Austin Cole, on behalf of Pat Walravens at Citizens JMP, asked about the competitive threat from emerging 'AI SDR' tools and how they compare to ZoomInfo's Copilot offering.

    Answer

    CEO Henry Schuck positioned AI SDRs as a 'flash in the pan' with limited productivity and regulatory issues. He contrasted this with ZoomInfo's Copilot, which he described as a more robust tool used by a wider range of go-to-market professionals (AEs, AMs, CSMs) for strategic tasks beyond simple outbound prospecting.

    Ask Fintool Equity Research AI

    Austin Cole's questions to Paylocity Holding Corp (PCTY) leadership

    Austin Cole's questions to Paylocity Holding Corp (PCTY) leadership • Q3 2025

    Question

    Austin Cole, on for Pat Walravens, asked about the single most important priority for Paylocity to get right as it looks ahead to fiscal '26.

    Answer

    President and CEO Toby Williams identified the key priority as continuing the company's strong go-to-market and operational execution, while amplifying that success by leaning more heavily into product momentum from both its AI initiatives and the integrated Airbase offering.

    Ask Fintool Equity Research AI

    Austin Cole's questions to Paylocity Holding Corp (PCTY) leadership • Q2 2025

    Question

    Austin Cole, on for Pat Walravens of Citizens JMP, asked for a high-level perspective on the recent Paychex-Paycor merger, including the strategic rationale and its potential impact on the market.

    Answer

    Executive Chairman Steven Beauchamp speculated the deal is driven by industry consolidation, potential cost synergies, and Paycor's upmarket focus relative to Paychex. He emphasized that Paylocity will continue its innovation-focused strategy and is well-positioned to benefit from any market disruption, having competed successfully against both entities in the past.

    Ask Fintool Equity Research AI

    Austin Cole's questions to DocuSign Inc (DOCU) leadership

    Austin Cole's questions to DocuSign Inc (DOCU) leadership • Q4 2025

    Question

    Austin Cole, on behalf of Pat Walravens at Citizens JMP, asked about the drivers behind the strong uptick in customers with over $300,000 in ACV and inquired about any potential competitive opportunity arising from Dropbox reportedly de-emphasizing its e-signature business.

    Answer

    CFO Blake Grayson attributed the large customer growth primarily to the core business, driven by higher usage and expansion with the installed base, particularly in North America. CEO Allan Thygesen commented that the competitive environment in eSign is 'pretty stable' and that he doesn't focus on individual competitors, expressing confidence in DocuSign's market-leading position.

    Ask Fintool Equity Research AI

    Austin Cole's questions to DocuSign Inc (DOCU) leadership • Q3 2025

    Question

    Austin Cole, on for Patrick Walravens, asked about the specific use cases being seen with Docusign Navigator and what customer engagement signals give the company confidence in targeting larger customers with the IAM platform.

    Answer

    CEO Allan Thygesen explained that AI-powered data extraction is a natural and high-value use case. He gave the example of Navigator automatically extracting renewal dates and notice periods from agreements to create alerts and automated workflows for sales or procurement teams. He noted the value proposition is universally understood, which gives him confidence, but acknowledged the company is taking a measured approach by starting with departmental rollouts in the enterprise.

    Ask Fintool Equity Research AI

    Austin Cole's questions to Pegasystems Inc (PEGA) leadership

    Austin Cole's questions to Pegasystems Inc (PEGA) leadership • Q4 2024

    Question

    Austin Cole, on for Patrick Walravens, asked about the monetization strategy for the new Pega Agent Experience (AgentX) and inquired about the background of the U.K. Armed Forces recruiting deal.

    Answer

    CEO Alan Trefler stated that AgentX is baked into the existing Infinity pricing model, which is based on work volume, not per-seat licenses, making it well-suited for an AI-driven world. Regarding the U.K. deal, he explained Pega won a highly competitive, 18-month formal process to become the core technology for a consolidated recruiting platform for the Army and strategic command, building on existing success with the Navy and Air Force.

    Ask Fintool Equity Research AI

    Austin Cole's questions to Braze Inc (BRZE) leadership

    Austin Cole's questions to Braze Inc (BRZE) leadership • Q3 2025

    Question

    Austin Cole asked for the fundamental reasons behind the pressure on net dollar retention and whether it was driven more by pricing or shrinking marketing budgets.

    Answer

    CFO Isabelle Winkles reiterated that the pressure on net dollar retention stems from two main dynamics: customers making smaller initial upsells that are closer to their known needs, and continued contract rightsizing (partial churn) from some customers at renewal. She did not attribute the pressure to a single factor like pricing or overall budget cuts.

    Ask Fintool Equity Research AI

    Austin Cole's questions to Alkami Technology Inc (ALKT) leadership

    Austin Cole's questions to Alkami Technology Inc (ALKT) leadership • Q3 2024

    Question

    Austin Cole, on behalf of Patrick Walravens, asked about the impact of the current interest rate environment, including recent cuts and rising yields, on Alkami's business and client attitudes.

    Answer

    CEO Alex Shootman stated that the overall demand for digital banking remains consistent regardless of interest rate fluctuations, as it represents a long-term market transformation. He clarified that the primary impact is on the mix of add-on products clients purchase, shifting between deposit-gathering tools in high-rate environments and loan-generation products in low-rate environments. He noted Alkami is well-positioned with products for either scenario.

    Ask Fintool Equity Research AI

    Austin Cole's questions to Sprinklr Inc (CXM) leadership

    Austin Cole's questions to Sprinklr Inc (CXM) leadership • Q2 2025

    Question

    Austin Cole, on for Pat Walravens of Citizens JMP, asked for more detail on the company's implementation challenges, specifically whether they are creating friction for CCaaS adoption and how they will be resolved.

    Answer

    Founder and Co-CEO Ragy Thomas explained that CCaaS implementation is a 'new muscle' for Sprinklr, involving complex global rollouts and migrations from legacy systems. He stated the company is actively developing this muscle by building internal expertise, creating playbooks, and enabling regional partners. For core products, the focus is on blueprinting implementations by industry to ensure customers achieve value commensurate with the premium platform.

    Ask Fintool Equity Research AI