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    Brian Potter

    Director and Equity Research Analyst at Citigroup

    Brian Potter is a Director and Equity Research Analyst at Citigroup, specializing in the coverage of the industrials and transportation sectors, including companies such as FedEx, United Parcel Service, and XPO Logistics. Known for his in-depth analysis and actionable recommendations, Potter has achieved consistently high success rates in his stock picks, maintaining a success rate of approximately 60% and above-average returns according to industry platforms. He began his career in finance over a decade ago, previously holding roles at other leading investment banks before joining Citigroup in 2017 as part of their equity research team. Brian holds multiple FINRA securities licenses, including Series 7, 63, 86, and 87, underscoring his professional credentials in the financial industry.

    Brian Potter's questions to AMDOCS (DOX) leadership

    Brian Potter's questions to AMDOCS (DOX) leadership • Q4 2024

    Question

    Brian Potter of Citigroup asked for more detail on the business lines being phased out, the mechanics of the process, and whether selling them was considered. He also inquired about other potential portfolio optimizations and if the M&A strategy has changed, given that some phased-out activities were related to past acquisitions.

    Answer

    CEO Shuky Sheffer explained the phase-out targets low-margin, non-strategic on-premise activities. CFO Tamar Rapaport-Dagim added that selling these businesses was not a viable option and that while portfolio optimization is ongoing, nothing else is imminent. She clarified the M&A strategy is unchanged, noting the relevant acquisition was from 2018 and that recent M&A has been successful.

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