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    Bo Yin • Jefferies

    Bo Yin's questions to Snowflake Inc (SNOW) leadership

    Bo Yin's questions to Snowflake Inc (SNOW) leadership • Q1 2026

    Question

    Bo Yin of Jefferies asked about the net impact of features like Cortex Analyst and Cortex Agents on platform usage, considering the balance between generating new queries and optimizing existing ones.

    Answer

    CEO Sridhar Ramaswamy explained that Cortex Analyst often abstracts the user from writing SQL directly, using a semantic model to auto-generate queries. He noted that while concrete metrics aren't available, Copilot-like features are increasing productivity. EVP of Product Christian Kleinerman reiterated the company's goal is to keep customers continuously optimized, viewing features like Cortex and other insight tools as part of that ongoing effort.

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    Bo Yin's questions to Progress Software Corp (PRGS) leadership

    Bo Yin's questions to Progress Software Corp (PRGS) leadership • Q4 2024

    Question

    Bo Yin, on behalf of Brent Thill, asked for a high-level view of the demand environment and customer spending appetite heading into 2025 compared to the prior year. He also inquired about the state of the sales pipeline and top-of-funnel metrics.

    Answer

    CEO Yogesh Gupta characterized the demand environment as similar to the solid demand seen in 2024, stating the company expects sustained demand across its portfolio. He emphasized that the business is highly predictable due to its focus on the vast existing customer base for renewals and expansions, for which the company has strong visibility, rather than relying on a traditional top-of-funnel pipeline for new business.

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    Bo Yin's questions to Progress Software Corp (PRGS) leadership • Q3 2024

    Question

    Bo Yin, on behalf of Brent Thill, asked about Progress's confidence in integrating the significantly larger ShareFile acquisition within its usual timeframe and whether this deal indicates a strategic shift toward larger M&A targets. He also requested commentary on regional performance, noting apparent softness in EMEA.

    Answer

    CEO Yogesh Gupta affirmed confidence in the integration timeline, explaining that complexity is driven by people and processes, not just revenue size. He highlighted the manageable ratio of new to existing employees (1 to 4) as key for a smooth cultural integration and stated the deal doesn't necessarily signal a permanent shift in M&A size strategy. CFO Anthony Folger added that regional performance was generally in line with expectations, with nothing unusual to call out.

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