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    Cole Erskine • TD Cowen

    Cole Erskine's questions to AvePoint Inc (AVPT) leadership

    Cole Erskine's questions to AvePoint Inc (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 Inc (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 Samsara Inc (IOT) leadership

    Cole Erskine's questions to Samsara Inc (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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