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Dan Jester

Director and US Software Equity Research Analyst at BMO Nesbitt Burns Inc.

Dan Jester is a Director and US Software Equity Research Analyst at BMO Capital Markets, specializing in coverage of leading software companies including Intuit, Workday, Paylocity, and Workiva. He is recognized for consistent top-tier performance, evidenced by recent success rates of approximately 58% and average annual returns above 7% for his stock recommendations, with his most profitable call delivering a 100% return on Paycom Software. Jester began his equity research career in the mid-2010s and has been a key member of BMO's Boston office, holding FINRA registration and securities licenses as a registered broker. His notable achievements include regular inclusion among highly ranked analysts on platforms such as TipRanks and a reputation for influential forecasts and price target revisions within the software sector.

Dan Jester's questions to Samsara (IOT) leadership

Question · Q2 2026

Dan Jester asked about the value and competitive moats of Samsara's new pre-delivery installation program for hardware in trucks. He also inquired about the behavior of smaller and mid-sized customers, any macro impact on them, and if their behavior has been consistent.

Answer

Sanjit Biswas (CEO) explained the pre-installation program streamlines operations for large enterprises by eliminating operational headaches and ensuring vehicles are ready on day one, expanding partnerships with OEMs. Dominic Phillips (CFO) noted consistent strong growth in the commercial mid-market and SMB segments, indicating no significant change in their behavior despite the focus on large customers.

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