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    Cole Erskine

    Research Analyst at TD Cowen

    Cole Erskine is an Equity Research Associate at TD Cowen, specializing in software and artificial intelligence within the technology sector. He actively contributes to coverage of companies such as AvePoint and participates in thematic research on Generative AI and enterprise software, collaborating with senior analysts like Derrick Wood. Erskine started his equity research career at Cowen & Co. in 2022, shortly after graduating from Trinity College (Connecticut), and transitioned to the TD Cowen/TD Securities platform, where he continues to focus on emerging software trends. He holds an undergraduate degree from Trinity College and is presumed to meet standard industry licensing requirements for equity research roles, including FINRA Series 7 and 63 certifications.

    Cole Erskine's questions to AvePoint (AVPT) leadership

    Cole Erskine's questions to AvePoint (AVPT) leadership • Q2 2025

    Question

    Cole Erskine of TD Cowen inquired about how customer spending levels with AvePoint change as they transition from AI readiness to production, and asked for the drivers behind the increase in longer-term contracts.

    Answer

    CEO Tianyi Jiang explained that customer spend is increasing as companies move from experimentation to formal rollouts of AI, which formalizes budgets for governance and agentic governance workstreams. CFO Jim Caci noted the increase in contract duration was a broad-based trend, not isolated to a few customers, reflecting a successful company initiative and customers' willingness to make longer-term commitments after a period of budget tightening.

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    Cole Erskine's questions to AvePoint (AVPT) leadership • Q1 2025

    Question

    Cole Erskine, on for Derrick Wood, asked about AvePoint's go-to-market strategy, specifically if there were any new initiatives for the direct sales team to complement the growing channel mix. He also inquired about the drivers behind the term license revenue outperformance in the quarter.

    Answer

    CEO Tianyi Jiang explained that the direct sales team remains focused on large enterprises (5,000+ employees), while the channel targets SMBs. He stated the key mandate for all teams is to stay close to customers and partners to remain agile amid technology and macro disruptions. CFO James Caci added that the license outperformance was driven by a number of large deals across all geographic regions, highlighting that the company closed 40 deals over $100,000 in the quarter, a 43% year-over-year increase.

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    Cole Erskine's questions to Rimini Street (RMNI) leadership

    Cole Erskine's questions to Rimini Street (RMNI) leadership • Q1 2025

    Question

    Cole Erskine, on for Derrick Wood, asked for more detail on the company's ongoing cost-saving measures, specifically whether they would target go-to-market or other areas. He also requested proof points for the assertion that the current macroeconomic environment is a positive catalyst for the business and inquired about any potential negative macro impacts.

    Answer

    CEO Seth Ravin explained that cost savings are being achieved by streamlining internal operations, implementing technology like ServiceNow, and shifting personnel to lower-cost global centers in Brazil, India, and a new center in Kuala Lumpur. Regarding the macro environment, Ravin described it as a "net positive," stating that economic uncertainty drives clients to prioritize cost savings, which aligns with Rimini Street's core value proposition. He acknowledged the need to monitor renewal rates closely but noted that this pressure can create opportunities to negotiate longer contract terms in exchange for flexible payments.

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    Cole Erskine's questions to Samsara (IOT) leadership

    Cole Erskine's questions to Samsara (IOT) leadership • Q4 2025

    Question

    Speaking for Derek Wood, Cole Erskine asked about the monetization levers for Samsara's sensor intelligence products and when they might begin to impact the financial model.

    Answer

    Chief Financial Officer Dominic Phillips stated that the products are still in beta and the company is focused on the customer feedback loop to understand use cases, such as the AI course builder for connected training. He noted that once more data points are gathered, Samsara will have a better sense of pricing, packaging, and the ultimate financial impact.

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    Cole Erskine's questions to DOMO (DOMO) leadership

    Cole Erskine's questions to DOMO (DOMO) leadership • Q3 2025

    Question

    Cole Erskine of TD Cowen asked how Agentic AI will drive consumption and accelerate contract conversions, and also inquired about the drivers behind the recent dip in gross retention.

    Answer

    CEO Joshua James and CRO RJ Tracy stated that Agentic AI drives consumption by leveraging Domo's monetized full data stack and is already improving deal close rates. Regarding retention, CFO Tod Crane cited customer budget constraints, while James emphasized the company's improved stability, longer contract lengths, and a healthier top-40 customer list compared to a year ago, suggesting future improvements.

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    Cole Erskine's questions to DOMO (DOMO) leadership • Q3 2025

    Question

    Cole Erskine of TD Cowen asked how Domo's Agentic AI will drive consumption and if it could accelerate the conversion of the remaining customer base to the consumption model. He also inquired about the drivers behind the recent dip in gross retention.

    Answer

    Founder and CEO Joshua James stated that Domo's full data stack makes its AI offering highly effective and is driving higher deal close rates. Chief Revenue Officer RJ Tracy added that AI adoption requires data products that Domo monetizes, which in turn drives consumption. Regarding retention, Chief Financial Officer Tod Crane cited ongoing budgetary constraints but noted positive signs from partner deals. Joshua James elaborated that the company's top customers are now far more stable than 12-18 months ago due to longer contract lengths and the shift to consumption, reducing churn risk.

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