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Damon Kogan

Vice President and Equity Research Analyst at Barclays PLC

Damon Kogan is a Vice President and Equity Research Analyst at Barclays, specializing in U.S. midstream energy companies and the broader energy sector. He covers publicly traded companies such as Kinder Morgan, Williams Companies, Energy Transfer, and Cheniere Energy, providing in-depth analysis and actionable investment insights that have contributed to strong performance within his coverage universe. Kogan began his investment research career in the early 2010s, previously holding equity research roles at Macquarie Group and RBC Capital Markets before joining Barclays in 2018. He holds FINRA Series 7, 63, 86, and 87 licenses and is recognized for his thorough industry knowledge and analytical rigor.

Damon Kogan's questions to Freshworks (FRSH) leadership

Question · Q3 2024

Damon Kogan, on for Ryan MacWilliams, asked about linearity during the quarter and visibility into Q4 and 2025. He also questioned if a macro improvement is necessary to return to a 110% net dollar retention (NRR) rate.

Answer

COO and CFO Tyler Sloat described a mixed linearity, with the SMB business being steady while the larger field-led business is more back-end loaded. Both he and CEO Dennis Woodside stated that a macro improvement is not required for growth, as they are focused on internal levers like improving churn and expanding with customers via AI and add-on products. While a better macro would be a tailwind, they are not relying on it.

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