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    Billy Fitzsimmons • Jefferies

    Billy Fitzsimmons's questions to Open Text Corp (OTEX) leadership

    Billy Fitzsimmons's questions to Open Text Corp (OTEX) leadership • Q4 2025

    Question

    Billy Fitzsimmons, on behalf of Samad Samana at Jefferies, requested a deeper analysis of the new cloud disclosures, asking which business units are growing due to on-premise to cloud migrations versus new product demand, and which areas require more focus.

    Answer

    CEO Mark J. Barrenechea provided a breakdown of cloud revenue performance, noting that Content, OSM, and DevOps each grew over 10%, while Business Network was constant and Cybersecurity declined by 4%. He stated that Cybersecurity is expected to return to growth in fiscal 2026, driven by the Microsoft partnership and new product offerings, without specifically separating migration-driven growth from new demand.

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    Billy Fitzsimmons's questions to Alarm.com Holdings Inc (ALRM) leadership

    Billy Fitzsimmons's questions to Alarm.com Holdings Inc (ALRM) leadership • Q2 2025

    Question

    Billy Fitzsimmons of Jefferies, on behalf of Samad Samana, asked about the assumptions and considerations embedded in the second-half guidance, particularly regarding the macroeconomic environment, deal volume, and renewals.

    Answer

    CEO Steve Trundle responded that the company is not modeling a significant change in the macro environment for the second half of the year. He highlighted that security is a 'must-have' service, which provides resilience against economic volatility. While the weak new home sales market is a factor they monitor, the overall outlook from their service provider partners remains stable and consistent with the first half of the year.

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    Billy Fitzsimmons's questions to RingCentral Inc (RNG) leadership

    Billy Fitzsimmons's questions to RingCentral Inc (RNG) leadership • Q2 2025

    Question

    Billy Fitzsimmons of Jefferies, on for Samad Samana, asked about the internal changes driving the reduction in stock-based compensation (SBC) and the rationale for maintaining the full-year revenue guide despite a Q2 beat.

    Answer

    CFO Vaibhav Agarwal explained that reducing SBC is a key priority, achieved through disciplined new grants which are lower than expiring older grants. He stated the SBC as a percentage of revenue is expected to trend down towards the new grant level of ~6%. Regarding guidance, Agarwal noted the unchanged full-year revenue forecast reflects a consistent, prudent approach, despite strong underlying business fundamentals and double-digit growth in the SMB and GSP segments.

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    Billy Fitzsimmons's questions to Five9 Inc (FIVN) leadership

    Billy Fitzsimmons's questions to Five9 Inc (FIVN) leadership • Q2 2025

    Question

    Billy Fitzsimmons, on for Samad Samana at Jefferies, asked about vertical-specific strengths or weaknesses, which industries are adopting AI fastest, and the reasons for the decline in the commercial business.

    Answer

    CFO Bryan Lee noted no significant shifts in vertical performance. President Andy Dignan identified financial services, healthcare, and retail as the fastest AI adopters due to better data readiness. CEO Mike Burkland explained the commercial business decline is by design, as it's not a strategic focus, and noted some customers 'graduate' to the enterprise segment, which reclassifies their revenue.

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    Billy Fitzsimmons's questions to Five9 Inc (FIVN) leadership • Q3 2024

    Question

    Billy Fitzsimmons of Jefferies asked for an update on the large deals that were cited as stalled last quarter due to constrained CIO budgets and how they progressed in Q3.

    Answer

    Executive Barry Zwarenstein confirmed that Q3 performance was strong despite a couple of medium-large deals pushing into Q4. He provided the positive update that those two specific deals that pushed from Q3 had already closed in October. He also emphasized the consistent execution on mid-sized 'dolphin' deals, which are the 'bread and butter' of their business.

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    Billy Fitzsimmons's questions to Verint Systems Inc (VRNT) leadership

    Billy Fitzsimmons's questions to Verint Systems Inc (VRNT) leadership • Q1 2026

    Question

    Billy Fitzsimmons of Jefferies, on for Samad Samana, asked about Verint's differentiation against large software players and startups in the AI space and requested a detailed explanation of the new AI ARR metric, including whether it captures overages.

    Answer

    CEO Dan Bodner outlined three key differentiators: deep partnerships with leading brands that drive innovation, a comprehensive platform approach that orchestrates both bots and humans, and an open AI architecture that future-proofs customer investments. CFO Grant Highlander clarified that the AI ARR metric represents the annualized run-rate value of all solutions with AI functionality and includes both fixed contract amounts and any usage-based overages incurred during the quarter.

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    Billy Fitzsimmons's questions to Twilio Inc (TWLO) leadership

    Billy Fitzsimmons's questions to Twilio Inc (TWLO) leadership • Q3 2024

    Question

    Billy Fitzsimmons, on for Samad Samana, asked about the performance of Twilio Flex, the integration of AI solutions, and the company's pricing and differentiation strategy in the increasingly competitive contact center market.

    Answer

    CEO Khozema Shipchandler positioned Twilio's key differentiator not as a single product like Flex, but as its ability to drive outcomes by combining communications with contextual data. He argued that generic AI agents are limited without customer data, which he believes clients will not share with large LLMs. Twilio's advantage lies in using Segment data to power personalized AI interactions across any channel, positioning it well against competitors.

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