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    Daniel [Analyst] • Craig-Hallum Capital Group LLC

    Daniel [Analyst]'s questions to Alkami Technology Inc (ALKT) leadership

    Daniel [Analyst]'s questions to Alkami Technology Inc (ALKT) leadership • Q4 2024

    Question

    On behalf of Jeff Van Rhee, Daniel asked what solutions MANTL would displace within Alkami's current customer base and how MANTL's existing third-party partnerships might be affected by the acquisition.

    Answer

    CEO Alex Shootman explained that most clients use a mix of legacy core solutions, other third-party products, or inefficient homegrown software, all of which are inferior to MANTL's streamlined experience. He affirmed the goal is not to disrupt MANTL's existing market success but noted that the product teams are already planning deep integrations between MANTL and Alkami's platforms to create a uniquely compelling, unified offering.

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    Daniel [Analyst]'s questions to Alkami Technology Inc (ALKT) leadership • Q3 2024

    Question

    An analyst named Daniel, on behalf of Jeffrey Van Rhee, asked how the financial institution focus on attracting deposits is impacting new logo wins and add-on sales, and whether the pace of new credit union additions should be expected to accelerate.

    Answer

    CEO Alex Shootman explained that new logo wins are unaffected by short-term rate changes due to long sales cycles, but the mix of add-on products has shifted towards deposit-focused solutions. CFO Bryan Hill added that the pace of new credit union additions should remain consistent at 25 to 30 per year, reflecting the market's natural cadence, and that the company is working to achieve a similar pace with banks in the coming years.

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    Daniel [Analyst]'s questions to Cerence Inc (CRNC) leadership

    Daniel [Analyst]'s questions to Cerence Inc (CRNC) leadership • Q1 2025

    Question

    Daniel, on behalf of Jeff Van Rhee, requested more details on the recent Chinese win-back, asked for clarity on the most relevant connected business metrics to track, and questioned the sustainability of lower Professional Services COGS.

    Answer

    CEO Brian Krzanich described the China win-back as a deal with a Western OEM's cloud infrastructure, secured due to Cerence's technology leadership and flexibility. Executive Antonio Rodriquez advised that key metrics for the connected business are connection rates, price per unit (PPU), and billings, with formal guidance to come next quarter. Rodriquez also confirmed that the improved Professional Services margin, now north of 30%, is sustainable.

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