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    Camden Levy

    Research Analyst at Oppenheimer & Co. Inc.

    Camden Levy is an Equity Research Associate at Oppenheimer & Co. Inc., specializing in equity research within the financial services sector. He supports coverage of public companies for Oppenheimer’s institutional clients, contributing to analysis and reports across a range of investment areas, although specific company names and performance metrics such as success rates or rankings are not publicly available. Levy has been with Oppenheimer for multiple years, and previous employment history or additional firm affiliations have not been disclosed. While his exact securities licenses and FINRA registrations are not explicitly listed, his analyst role at Oppenheimer & Co. Inc. indicates he likely holds the relevant professional credentials required for U.S. equity research positions.

    Camden Levy's questions to Clearwater Analytics Holdings (CWAN) leadership

    Camden Levy's questions to Clearwater Analytics Holdings (CWAN) leadership • Q2 2025

    Question

    Camden Levy of Oppenheimer & Co. Inc. asked about plans to productize generative AI for revenue generation and whether lower customer AUM, a prior headwind, became a tailwind for NRR in the quarter.

    Answer

    CEO Sandeep Sahai explained that while the immediate benefit of generative AI is significant efficiency improvement, revenue-generating products are in development, with client adoption hoped for in H2 2025 and product launches in 2026. CFO Jim Cox stated that the impact from customer AUM levels on NRR was neutral in Q2 and is expected to remain neutral going forward.

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