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    Clark Wright • D.A. Davidson & Co.

    Clark Wright's questions to Riskified Ltd (RSKD) leadership

    Clark Wright's questions to Riskified Ltd (RSKD) leadership • Q2 2025

    Question

    Clark Wright asked about Riskified's progress in expanding its role within the payments and remittance space. He also inquired how the company is positioned to help merchants handle a potential 'AI fraud crisis.'

    Answer

    CEO Idogal explained that success in the payments and remittance space follows their proven strategy: developing custom models and features for a vertical, which builds expertise and brand recognition, thereby attracting more merchants in that space. Regarding an 'AI fraud crisis,' he noted that increasing fraud complexity is a net positive for Riskified, as it makes internal solutions more challenging for merchants and drives demand for a comprehensive platform.

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    Clark Wright's questions to Riskified Ltd (RSKD) leadership • Q1 2025

    Question

    Clark Wright asked about the limitations of homegrown fraud solutions versus Riskified's value proposition, especially with AI empowering bad actors. He also inquired about the assumed mix of growth for 2025 between new logos and existing customer expansion.

    Answer

    CEO Eido Gal provided a concrete example of how Riskified's network effect and advanced capabilities identified and stopped a sophisticated Gen AI-driven fraud attack across multiple merchants, a feat difficult for any single in-house team. CFO Aglika Dotcheva stated that the 2025 growth mix is similar to initial expectations, with new logo revenue potentially slightly higher and same-store sales slightly lower, resulting in a net dollar retention rate expected to be 'above, but close to 100.'

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    Clark Wright's questions to PDF Solutions Inc (PDFS) leadership

    Clark Wright's questions to PDF Solutions Inc (PDFS) leadership • Q2 2025

    Question

    Clark Wright, on behalf of Gil Luria, inquired about PDF Solutions' China exposure, the potential impact of market disruptions, and the company's strategy to manage associated risks and opportunities.

    Answer

    CEO John Kibarian stated that China is an important, long-term market where the company has operated since 2006. He explained that PDFS began bifurcating its China operations in 2017, a process accelerated by the pandemic, and now runs them autonomously. Kibarian noted that a significant portion of China revenue comes from royalties and gain share from past deployments, which insulates the company from short-term shocks. He believes PDFS is well-positioned to serve the Chinese market, particularly on trailing-edge nodes, while effectively separating its Western and Chinese operations.

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    Clark Wright's questions to Amplitude Inc (AMPL) leadership

    Clark Wright's questions to Amplitude Inc (AMPL) leadership • Q2 2025

    Question

    Clark Wright asked for a breakdown of the improvement in retention metrics, seeking to understand the relative impact of reduced churn versus momentum in upselling. He also requested a progress report on sales enablement initiatives.

    Answer

    CFO Andrew Casey attributed the Net Retention Rate (NRR) improvement primarily to strong platform cross-sells, where customers see compounding value from using multiple products. He noted that the team has also made great strides in improving gross retention by working through challenging volumetric contracts. On sales enablement, Casey described it as a mentality change towards enterprise selling, involving refined funnel dynamics, better investment in coverage, and increased rigor in inspecting opportunities.

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    Clark Wright's questions to Amplitude Inc (AMPL) leadership • Q1 2025

    Question

    Clark Wright asked for clarification on the 'budget scrutiny' comments, specifically where the funds for cross-sell opportunities are being sourced from. He also inquired if recent NRR expansion was driven by data volumes, as mentioned at the Investor Day, and if the outlook assumes any uplift from that.

    Answer

    CFO Andrew Casey explained that budget scrutiny is overcome by demonstrating a clear ROI, which involves helping customers reduce expenses on other point solutions and showing how Amplitude can drive revenue and efficiency. Regarding NRR, Casey clarified that the focus is shifting from data volume expansion to selling more platform capabilities. He noted Q1 was balanced between new logos and expansions, and future NRR progression will be driven by large enterprise expansions and continued churn reduction.

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    Clark Wright's questions to Amplitude Inc (AMPL) leadership • Q4 2024

    Question

    Clark Wright questioned how the role of product analytics is changing with the integration of AI into user experiences, particularly regarding the "pop-up party" issue. He also asked about the expected delta between ARR and revenue growth in 2025.

    Answer

    CEO Spenser Skates stated that AI can make analytics more valuable by automatically surfacing insights, moving beyond manual queries. He compared the current overuse of pop-ups to the late '90s web and explained Amplitude's advantage is using analytics data to deliver tailored, timely guides that see 2x-10x higher engagement. CFO Andrew Casey noted that factors like increased contract duration and enterprise focus influence the relationship between ARR and revenue.

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    Clark Wright's questions to Amplitude Inc (AMPL) leadership • Q3 2024

    Question

    Clark Wright asked about the drivers behind the significant acceleration in long-term RPO and whether the Q4 guidance assumes any benefit from IT budget flushes.

    Answer

    CFO Andrew Casey attributed the strong long-term RPO growth directly to the company's focus on building deeper enterprise relationships and securing multi-year, full-platform contracts, which increases revenue predictability. He also clarified that the Q4 guidance does not include any assumptions for potential year-end IT budget flushes.

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    Clark Wright's questions to Zeta Global Holdings Corp (ZETA) leadership

    Clark Wright's questions to Zeta Global Holdings Corp (ZETA) leadership • Q2 2025

    Question

    Clark Wright of D.A. Davidson asked for the expected size of the agency business as a percentage of total revenue by year-end and what the ARPU growth would have been this quarter excluding the agency business.

    Answer

    CFO Chris Greiner declined to provide specific guidance on the agency mix but noted the segment effectively doubled from 2023 to 2024 and continues to grow nicely. CEO David Steinberg added that the core enterprise business is also growing well and reiterated his previous statements that the agency business will remain a minority component of total revenue for many years.

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    Clark Wright's questions to Zeta Global Holdings Corp (ZETA) leadership • Q3 2024

    Question

    Clark Wright from D.A. Davidson inquired how the LiveIntent acquisition will impact KPIs like scaled customer count and whether the significant ARPU uplift from scaled to super-scaled customers could apply to LiveIntent's client base.

    Answer

    CFO Christopher Greiner explained that LiveIntent's metrics will be incorporated in the Q4 results and will add a substantial number of scaled customers. However, he noted LiveIntent's ARPU for its largest customers is closer to $1.5 million, compared to Zeta's nearly $5 million, suggesting a different starting point for ARPU expansion.

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