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    Analyst from Baird • Robert W. Baird & Co.

    Analyst from Baird's questions to Ventas Inc (VTR) leadership

    Analyst from Baird's questions to Ventas Inc (VTR) leadership • Q1 2025

    Question

    An analyst from Baird asked if independent living occupancy growth would continue to outpace assisted living through 2025 and if there was a notable difference in acquisition competition for the two product types.

    Answer

    EVP & Chief Investment Officer J. Hutchens noted that while independent living historically has higher occupancy, both IL and AL have shown strong growth and are benefiting from portfolio initiatives. On acquisitions, he stated that Ventas primarily focuses on campuses offering a combination of services and that competition is strong for the highest-quality assets, where Ventas's operator relationships and financial strength provide an advantage.

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    Analyst from Baird's questions to Tenable Holdings Inc (TENB) leadership

    Analyst from Baird's questions to Tenable Holdings Inc (TENB) leadership • Q1 2025

    Question

    An analyst from Baird inquired about the pricing environment, asking if Tenable is observing aggressive discounting in the market and if there have been any changes to its own pricing strategy.

    Answer

    Co-CEO Stephen Vintz stated that the company has seen no significant changes in pricing and has not modified its own pricing strategies. He noted that margins remain extremely stable and that the company's approach to pricing is expected to remain consistent.

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