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    Caden Dahl • Piper Sandler & Co.

    Caden Dahl's questions to SoundHound AI Inc (SOUN) leadership

    Caden Dahl's questions to SoundHound AI Inc (SOUN) leadership • Q2 2025

    Question

    Caden Dahl, on for James Fish, asked about the status of signing larger QSR opportunities and inquired about the current penetration of drive-through solutions within SoundHound's restaurant business.

    Answer

    CFO Nitesh Sharan stated that while SoundHound works with 7 of the top 20 QSRs, there is significant room to scale within existing partners and win new ones, highlighting their agility and unique Voice Commerce offering as differentiators. He clarified that of the 14,000 active locations, the majority are phone-ordering, while drive-through is growing fast but has more hardware requirements, which they are addressing with partners and innovative, smaller-footprint solutions.

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    Caden Dahl's questions to Digi International Inc (DGII) leadership

    Caden Dahl's questions to Digi International Inc (DGII) leadership • Q3 2025

    Question

    Caden Dahl, on for James Fish, asked about the linearity of the quarter, any impacts from tariffs or macro volatility, and trends seen in July. He also inquired about the current M&A environment and the health of the opportunity pipeline.

    Answer

    EVP, CFO & Treasurer Jamie Loch responded that there was nothing unusual about the quarter's linearity or demand shape-up, and that tariff impacts were managed through accelerated buys and leveraging lower-tariff manufacturing regions. President, CEO & Director Ron Konezny described the M&A environment as robust with a healthy pipeline, emphasizing a continued focus on opportunities with strong ARR, growth, and profitability.

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    Caden Dahl's questions to Digi International Inc (DGII) leadership • Q2 2025

    Question

    Caden Dahl, on for Jim Fish, asked how macro volatility has impacted customer spending across the portfolio and requested an update on software attach rates.

    Answer

    President and CEO Ronald Konezny responded that demand has remained steady, with the exception of the APAC region. He noted that key sales metrics like pipeline, days to close, and average order size have been stable. On software attach rates, Konezny confirmed they are seeing good improvement, describing it as an evolution, and mentioned that rates are still under 50% across the portfolio, indicating further room for growth.

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    Caden Dahl's questions to Pure Storage Inc (PSTG) leadership

    Caden Dahl's questions to Pure Storage Inc (PSTG) leadership • Q1 2026

    Question

    Representing James Fish, Caden Dahl of Piper Sandler inquired about the company's sales linearity during the quarter and into the month of May.

    Answer

    CEO Charles Giancarlo described it as a 'very typical linearity quarter.' CFO Kevan Krysler elaborated, stating that linearity was actually better than normal, or 'out of the ordinary just into the positive.' This favorable linearity contributed to stronger operating and free cash flow and mitigated some foreign exchange impacts.

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