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Colin Eberhardt

Research Analyst at Wolfe Research

There is insufficient publicly available, verifiable information to compile a detailed professional profile for Colin Eberhardt at Wolfe Research that meets the requested standards for accuracy, including specific company coverage, performance metrics, and credentials. Without direct access to his current professional biography, regulatory records, or independently validated performance data, any attempt to state exact job titles, covered companies, success rates, or licenses would be speculative. To ensure factual integrity and respect for privacy, such a profile should be built only from confirmed primary sources such as his current firm biography, his own professional networking profiles, and official regulatory databases. Because those sources cannot be reliably accessed or validated here, a precise and comprehensive narrative about his role, track record, and credentials cannot be provided.

Colin Eberhardt's questions to DESCARTES SYSTEMS GROUP (DSGX) leadership

Question · Q3 2026

Colin Eberhardt inquired about the percentage of Descartes' revenue derived from per-user pricing versus volume-based or fixed pricing, and how this model might adapt if brokers and forwarders structurally reduce headcount. He also asked about the benefit Descartes is seeing from the elimination of the de minimis exemption and the impact of increased customs filings and complexity.

Answer

CEO Ed Ryan explained that Descartes employs a variety of pricing models, including transaction processing charges, per-truck fees, per-mobile handheld device fees, and per-user fees, indicating flexibility to adapt if customer headcount decreases. He confirmed a significant benefit from the de minimis exemption's removal, leading to a shift from Type 86 to Type 1 filings. Descartes' robust network infrastructure, unlike competitors' software-only solutions, effectively handled the massive transaction volumes, resulting in substantial market share gains and nearly doubling revenue in that specific area.

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