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    Connor Murphy

    Senior Equity Research Analyst at Capital One

    Connor Murphy is a Senior Equity Research Analyst at Capital One, specializing in market dynamics and stock performance analysis across a diversified portfolio. He currently covers 25 companies, achieving an impressive 83% success rate on investment ratings and delivering an average return of 21.9% per rating, ranking among the top analysts on platforms such as TipRanks. Murphy began his career as a Trading Analyst at the New York Stock Exchange, later holding key research roles at Morgan Stanley, Deutsche Bank, and Bbt Capital Management Advisors before joining Capital One. His professional credentials include extensive experience in equity research, financial analysis, and investment strategy consulting roles.

    Connor Murphy's questions to monday.com (MNDY) leadership

    Connor Murphy's questions to monday.com (MNDY) leadership • Q2 2025

    Question

    Connor Murphy asked if the down-market softness was also leading to higher churn, contributing to the NDR decline. He also inquired about the company's strategic priorities for its large cash balance, such as M&A or buybacks.

    Answer

    Co-CEO Eran Zinman stated the opposite, reporting that gross retention is at an 'all-time high' across the entire customer base and the down-market impact is on new adds, not churn. CFO Eliran Glazer outlined capital priorities, with organic growth being number one, followed by considering inorganic M&A to accelerate product roadmaps.

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    Connor Murphy's questions to monday.com (MNDY) leadership • Q1 2025

    Question

    Connor Murphy sought further clarification on the guided Net Dollar Retention (NDR) downtick, questioning why the outlook changed from 'stable' last quarter to 'below 112%' now, especially if business trends remain stable, and asked if it was purely conservatism.

    Answer

    CFO Eliran Glazer reiterated that the adjustment in NDR expectation is primarily driven by a conservative approach due to recent macroeconomic uncertainty. He emphasized that the company does not know how the environment will evolve throughout the year, making this caution necessary.

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    Connor Murphy's questions to Manchester United (MANU) leadership

    Connor Murphy's questions to Manchester United (MANU) leadership • Q2 2022

    Question

    Connor Murphy of Deutsche Bank questioned the club's strategy for increasing digital monetization with advertisers and asked for an update on Megastore foot traffic compared to pre-pandemic levels.

    Answer

    CEO Richard Arnold outlined a multi-pronged digital strategy focused on blockchain opportunities with Tezos, exploring micro-payments, and capitalizing on explosive e-commerce growth. Regarding the Megastore, Arnold explained that while stadium attendance is very strong, reduced international travel has lowered international footfall. However, this has been offset by strong spending from domestic visitors and a higher average basket size.

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