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    Cimmaron

    Research Analyst at RBC Capital Markets

    There is no publicly available record of an analyst named Cimmaron at RBC Capital Markets as of August 2025. Comprehensive searches of analyst directories, RBC Capital Markets’ official platforms, employee listings, and major finance industry resources yield no match for an RBC Capital Markets analyst by the name Cimmaron. Consequently, career history, company coverage, performance metrics, and professional credentials are not available for this individual.

    Cimmaron's questions to Olo (OLO) leadership

    Cimmaron's questions to Olo (OLO) leadership • Q2 2024

    Question

    Cimmaron, on for Matthew Hedberg at RBC Capital Markets, asked about the most exciting drivers of ARPU expansion and how Q2 ARPU performed against expectations, and also inquired about evolving customer preferences across different service models.

    Answer

    CFO Peter Benavides stated that Q2 ARPU exceeded expectations due to outperformance across all product suites and durable digital ordering trends. He noted the long-term goal is to expand ARPU 25x, driven by Pay adoption and monetizing all transactions. CEO Noah Glass discussed service model trends, highlighting the drive-thru's dominance (36% of transactions) and the opportunity for digitization there, the continued resonance of delivery (9%), and the strength of digital pickup (29%).

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