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    Carolyn Valenti • Goldman Sachs Group, Inc.

    Carolyn Valenti's questions to CCC Intelligent Solutions Holdings Inc (CCCS) leadership

    Carolyn Valenti's questions to CCC Intelligent Solutions Holdings Inc (CCCS) leadership • Q1 2025

    Question

    Carolyn Valenti asked about the typical duration of claims volume weakness in past cycles and whether the current cycle is different. She also sought an update on the full-year contribution expectations for Emerging Solutions.

    Answer

    CEO Githesh Ramamurthy noted that past cycles of weakness have lasted one to two years and that the current cycle is unique due to consumers holding back on filing claims to avoid premium increases. CFO Brian Herb confirmed that Emerging Solutions' contribution is now rounding up to 2 points of growth, up from 1, driven by broad-based strength, and this momentum is expected to continue.

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    Carolyn Valenti's questions to Klaviyo Inc (KVYO) leadership

    Carolyn Valenti's questions to Klaviyo Inc (KVYO) leadership • Q3 2024

    Question

    Carolyn Valenti of Goldman Sachs inquired about the ways Klaviyo helps customers connect their first-party data to advertising audiences on platforms like Meta and Google, and the use cases that are emerging.

    Answer

    CEO Andrew Bialecki explained that Klaviyo integrates with major ad platforms to improve customer acquisition. Key use cases include using Klaviyo data to build highly targeted segments, such as 'best customers,' and syncing those lists to ad platforms to improve lookalike audience creation and overall advertising ROI.

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    Carolyn Valenti's questions to Veeva Systems Inc (VEEV) leadership

    Carolyn Valenti's questions to Veeva Systems Inc (VEEV) leadership • Q2 2025

    Question

    Carolyn Valenti asked which product suite holds the most opportunity for future development within Veeva's TAM and how its solutions are designed to evolve with rapid scientific advancements.

    Answer

    CEO Peter Gassner stated that both the commercial and clinical segments, the two largest parts of Veeva's TAM, have significant room to grow with a mix of new and established products. He explained that Veeva's solutions are built with inherent flexibility to handle all types of trials and drugs, so they benefit from the industry growth driven by scientific progress rather than being tied to specific scientific changes.

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