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    Austin Dietz • UBS

    Austin Dietz's questions to C3.ai Inc (AI) leadership

    Austin Dietz's questions to C3.ai Inc (AI) leadership • Q3 2025

    Question

    Austin Dietz of UBS inquired about the drivers behind the outperformance in Professional Services revenue and the significant increase in revenue from demonstration licenses during the quarter.

    Answer

    CFO Hitesh Lath attributed the Professional Services strength to an uptick in revenue from consulting, paid implementation, and training services. CEO Thomas Siebel addressed the demonstration licenses, explaining it was "absolutely imperative" to arm the tens of thousands of new partner salespeople at Microsoft and AWS with demo software to enable them to initiate sales cycles. He noted that under ASC 606, this revenue is recognized upfront.

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    Austin Dietz's questions to Informatica Inc (INFA) leadership

    Austin Dietz's questions to Informatica Inc (INFA) leadership • Q4 2024

    Question

    Austin Dietz from UBS questioned the path back to double-digit growth, given the 2025 total ARR growth guidance of ~3%, and asked for the key drivers behind the forecasted deceleration in cloud ARR growth from 34% in 2024 to 25% in 2025.

    Answer

    CFO Mike McLaughlin stated that while the company is not providing new medium-term guidance, it expects ARR and revenue growth to accelerate in 2026 from the 2025 base. He explained that the 2025 cloud ARR growth deceleration is driven about 50-50 by two factors: embedding the lower renewal rates seen in Q4 and forecasting a higher contribution from modernization deals, which have a dilutive near-term impact on reported ARR due to accounting rules.

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    Austin Dietz's questions to Elastic NV (ESTC) leadership

    Austin Dietz's questions to Elastic NV (ESTC) leadership • Q2 2025

    Question

    Austin Dietz from UBS asked about the expected RPO trajectory in the second half of the year and requested an update on the progress of the go-to-market focus on greenfield, new logo opportunities.

    Answer

    CFO & COO Janesh Moorjani indicated that strong execution in the second half would be reflected across all metrics, including RPO. CEO Ashutosh Kulkarni commented that the greenfield territory initiative is still in its 'early days' as building pipeline for new logos takes longer, but he feels good about the overall pace of pipeline creation returning to historical levels.

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    Austin Dietz's questions to Teradata Corp (TDC) leadership

    Austin Dietz's questions to Teradata Corp (TDC) leadership • Q3 2024

    Question

    Austin Dietz asked for the drivers behind the deceleration in the cloud net expansion rate to 120% in the quarter and inquired about the outlook for this metric in the near to medium term.

    Answer

    CFO Claire Bramley confirmed the deceleration was mainly driven by the healthcare vertical and some of the company's European business. She stated that further deceleration is expected in Q4 due to the mix of migrations versus expansions, and the new 'staged' migration timing will also impact the metric going forward.

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