Sign in

You're signed outSign in or to get full access.

Damian Cogen

Director and Equity Research Analyst at Barclays PLC

Damian Cogen is a Director and Equity Research Analyst at Barclays, specializing in the coverage of the US Banks sector with a particular focus on major regional and large-cap banks including Fifth Third Bancorp, Citizens Financial Group, and Regions Financial. Known for his deep industry insights and robust analytical acumen, Damian has built a consistent record of accurate fundamental analysis, with a solid track record reflected in his research on leading financial institutions. He began his finance career after obtaining his CFA designation, previously holding analyst positions at Susquehanna International Group and RBC Capital Markets before joining Barclays in 2017. Cogen holds FINRA Series 7, 63, 86, and 87 securities licenses and is recognized for his comprehensive sector knowledge and strong client relationships.

Damian Cogen's questions to HUBSPOT (HUBS) leadership

Question · Q4 2025

Damian Cogen, on behalf of Raymo Lenshow, asked if HubSpot's success in driving differentiation through YouTube and newsletter leads, amidst challenges in the SEO channel, would serve as a tailwind to topline growth in 2026.

Answer

CEO Yamini Rangan confirmed that HubSpot has deliberately diversified its marketing channels due to declining content-generated traffic. She highlighted significant growth in YouTube and newsletter leads, along with increasing AEO (AI-powered SEO) visibility. This diversification and AI leadership are expected to continue driving top-of-the-funnel growth, supporting the guidance of 9,000-10,000 net customer additions per quarter.

Ask follow-up questions

Fintool

Fintool can predict HUBSPOT logo HUBS's earnings beat/miss a week before the call

Question · Q4 2025

Damian Cogen, on behalf of Raimo Lenschow, asked if the growth in YouTube and newsletter leads, combined with HubSpot's differentiation in LLM-generated answers, would serve as a topline tailwind in 2026, given the challenges faced by the SEO channel in 2025.

Answer

CEO Yamini Rangan acknowledged the overall decline in content-generated traffic but highlighted HubSpot's diversified channel strategy. She noted that YouTube leads grew 68%, newsletter leads increased over 50%, and AEO (AI-powered search optimization) is gaining traction. Rangan stated that this diversification and AI leadership help drive top-of-the-funnel, supporting the guidance of 9,000-10,000 net customer additions per quarter, consistent with the 40,000 customers added in 2025.

Ask follow-up questions

Fintool

Fintool can write a report on HUBSPOT logo HUBS's next earnings in your company's style and formatting

Damian Cogen's questions to AUDIOCODES (AUDC) leadership

Question · Q4 2024

Damian Cogen, on for Ryan MacWilliams, inquired about the drivers behind the company's confidence in improved 2025 top-line growth, asking if it stemmed from customer optimism or the AI opportunity. He also asked how CCaaS demand and buyer interest in voice AI fared in Q4 compared to Q3.

Answer

President and CEO Shabtai Adlersberg responded that confidence is driven by a record backlog of over $20 million in total contract value signed in Q4, spurred by Gen AI and Copilot technology driving Microsoft Teams Phone adoption. He added that the company is substantially increasing its Live CX service capacity to meet demand as enterprises move to the cloud, highlighting a major win with a North American system integrator and a growing trend of applying AI for analytics on contact center recordings.

Ask follow-up questions

Fintool

Fintool can predict AUDIOCODES logo AUDC's earnings beat/miss a week before the call