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    Chirag Ved • Evercore ISI

    Chirag Ved's questions to AvePoint Inc (AVPT) leadership

    Chirag Ved's questions to AvePoint Inc (AVPT) leadership • Q2 2025

    Question

    Chirag Ved of Evercore ISI inquired about AvePoint's multi-cloud governance strategy for platforms like Salesforce and Google, its market maturity, and the key growth opportunities for the second half of the year related to AI adoption.

    Answer

    CEO Tianyi Jiang stated that while they have meaningful revenue from backup-as-a-service for Google and Salesforce, the new governance capabilities for these platforms are in early stages. He identified agentic AI governance as the largest growth opportunity for the second half of the year, noting it's a major theme in discussions with large global customers and will be a key focus for the coming quarters.

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    Chirag Ved's questions to AvePoint Inc (AVPT) leadership • Q1 2025

    Question

    Chirag Ved, on for Kirk Materne, asked for an update on the progress of companies moving from planning to implementation of data modernization strategies and questioned how long AvePoint expects these modernization tailwinds to persist.

    Answer

    CEO Tianyi Jiang responded that the market is still in the very early innings of data modernization and AI deployment. He explained that proper implementation requires fundamental business process reengineering, data cleansing, and cultural change, which are difficult and time-consuming tasks, especially for large companies. He concluded that because of this complexity, the trend will take a while to play out.

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    Chirag Ved's questions to Teradata Corp (TDC) leadership

    Chirag Ved's questions to Teradata Corp (TDC) leadership • Q2 2025

    Question

    Chirag Ved asked how enterprise perspectives on on-prem versus cloud deployments are evolving in the age of AI, particularly for data estate modernization. He also questioned whether future cloud growth would be driven more by new customers or by expansion, given the sequential drop in cloud net retention rates.

    Answer

    President and CEO Steve McMillan noted that customers are increasingly focused on hybrid deployments to leverage data across environments for AI, leading to renewed interest in Teradata's on-prem platform, especially where data sovereignty is key. CFO John Ederer clarified that cloud ARR growth is expected to remain balanced, with roughly 50% from new migrations and 50% from expansions, consistent with previous trends.

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    Chirag Ved's questions to Teradata Corp (TDC) leadership • Q1 2025

    Question

    Chirag Ved of Evercore ISI asked for the key factors providing confidence in maintaining the full-year ARR guidance, especially given cautious commentary from software peers.

    Answer

    CEO Stephen McMillan explained that confidence stems from unchanged internal expectations for linearity and having factored uncertainty into the initial pragmatic guidance. He added that the company has line of sight to its execution targets and has de-risked its outlook by removing large 'mega deals' from its forecast.

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    Chirag Ved's questions to Teradata Corp (TDC) leadership • Q4 2024

    Question

    Chirag Ved inquired about customer sentiment regarding cloud migrations, particularly in light of slower growth from hyperscalers, and asked for factors supporting confidence in the ARR guidance despite a decelerating cloud net expansion rate.

    Answer

    CEO Stephen McMillan acknowledged deal cycle elongation and more staged migrations, viewing it as an opportunity for Teradata's hybrid platform, evidenced by 30 active GenAI proof-of-concepts. CFO Claire Bramley explained that the 2025 guidance incorporates lessons from 2024, with less reliance on large deals and confidence driven by improved retention rates and better pipeline visibility from go-to-market changes.

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    Chirag Ved's questions to Teradata Corp (TDC) leadership • Q3 2024

    Question

    Chirag Ved inquired if the shift in cloud migration approach changes Teradata's strategic focus on cloud versus on-premise innovation and contracting. He also asked for clarification on the Q3 recurring revenue beat and the outlook for Q4.

    Answer

    CEO Stephen McMillan reiterated Teradata's commitment to its 'cloud-first, but not cloud-only' strategy, emphasizing that cloud innovations often benefit on-premise capabilities and that the overall cloud pipeline remains strong. CFO Claire Bramley attributed the Q3 recurring revenue outperformance to timing and a slight benefit from upfront revenue, confirming the full-year guide remains unchanged.

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    Chirag Ved's questions to UiPath Inc (PATH) leadership

    Chirag Ved's questions to UiPath Inc (PATH) leadership • Q4 2025

    Question

    Chirag Ved, on for Kirk Materne, asked for a high-level overview of UiPath's competitive advantage and its right to win in the Agentic AI category over the next one to two years.

    Answer

    CEO Daniel Dines detailed a three-part strategy: 1) Leveraging their existing robot deployments by adding agents with Agent Builder, 2) Adopting an open platform approach by integrating with open-source agent frameworks to avoid vendor lock-in, and 3) Building verticalized solutions, starting with the Peak AI acquisition, for industries like finance and healthcare.

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    Chirag Ved's questions to UiPath Inc (PATH) leadership • Q3 2025

    Question

    Chirag Ved from Evercore ISI inquired about recurring themes in customer renewals and expansions, particularly which products are driving a greater portion of net new ARR. He also asked about the drivers of the Q3 margin beat and the potential for Q4 upside.

    Answer

    CFO & COO Ashim Gupta highlighted continued adoption of growth products like IDP and Autopilot, noting the quarter's largest deal had an Agentic component. He also cited Test Suite's momentum in expansions. Regarding margins, he attributed the beat to disciplined execution and efficiency efforts, which support the forecast for reaccelerating free cash flow growth next year.

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    Chirag Ved's questions to UiPath Inc (PATH) leadership • Q2 2025

    Question

    Chirag Ved, on for Kirk Materne, inquired about how UiPath balances selling its comprehensive automation platform versus core RPA, especially when landing new customers who may only be looking for the core product initially.

    Answer

    CEO Daniel Dines explained that RPA is a powerful technology and the core principle of the platform, which emulates human users. He positioned the evolution to a broader business automation platform as a natural extension, noting that Generative AI fits naturally into this paradigm, making it a seamless progression from RPA to an AI-powered platform.

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