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    Daniel Hibshman • Craig-Hallum Capital Group

    Daniel Hibshman's questions to Akamai Technologies Inc (AKAM) leadership

    Daniel Hibshman's questions to Akamai Technologies Inc (AKAM) leadership • Q2 2025

    Question

    On behalf of Jeff Van Rhee, Daniel Hibshman noted the unusual strength of two consecutive quarters of sequential growth in the Delivery business and asked if this was driven by one-time factors or the Edgeio acquisition.

    Answer

    CFO Ed McGowan clarified that the performance was not due to a one-time item from Edgeio, as traffic was migrated quickly in Q1. He attributed the strength to a healthier market, with better-than-expected traffic growth in video and software downloads, combined with a moderating rate of price decline.

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    Daniel Hibshman's questions to Fastly Inc (FSLY) leadership

    Daniel Hibshman's questions to Fastly Inc (FSLY) leadership • Q2 2025

    Question

    Daniel Hibshman from Craig-Hallum asked CEO Kip Compton to expand on his strategic priorities, specifically the meaning of 'product velocity' and the accelerated path to profitability. He also asked CFO Ron Kisling to detail the mechanics behind the improved free cash flow guidance and whether those drivers are sustainable.

    Answer

    CEO Kip Compton defined 'product velocity' as increasing the pace of new product and feature releases to meet customer demand, citing a new WAF feature as an example. On profitability, he stressed a focus on efficient investment to drive growth. CFO Ron Kisling explained that the improved free cash flow stems from sustainable operational improvements, including more disciplined payment terms, better cash collection processes, and efficient cash management across the purchasing team.

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    Daniel Hibshman's questions to Pros Holdings Inc (PRO) leadership

    Daniel Hibshman's questions to Pros Holdings Inc (PRO) leadership • Q2 2025

    Question

    Daniel Hibshman asked new CEO Jeff Cotten to elaborate on his go-to-market philosophy and also requested commentary on the relative performance of the B2B and travel segments over the last 90 days.

    Answer

    President & CEO Jeff Cotten described his go-to-market approach as building a 'conveyor belt' for demand by meticulously analyzing and measuring each channel, from marketing campaigns to partner leads, all the way down to bookings. CFO Stefan Schultz added that the company was pleased with the performance of both segments, noting that B2B remains strong and the airline business continues to strengthen.

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    Daniel Hibshman's questions to SPS Commerce Inc (SPSC) leadership

    Daniel Hibshman's questions to SPS Commerce Inc (SPSC) leadership • Q2 2025

    Question

    Daniel Hibshman of Craig-Hallum Capital Group LLC asked for confirmation that the Q2 customer additions were organic after the Carbon6 acquisition and questioned whether mid-term growth would be driven more by connection growth or by cross-selling products.

    Answer

    CFO Kim Nelson confirmed the Q2 customer adds were organic, as the Carbon6 acquisition was fully reflected in Q1. CEO Chad Collins explained that while both are important, the largest opportunity for ARPU expansion remains upselling more network connections to existing fulfillment customers, with cross-selling being a secondary driver.

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    Daniel Hibshman's questions to PagerDuty Inc (PD) leadership

    Daniel Hibshman's questions to PagerDuty Inc (PD) leadership • Q1 2026

    Question

    Daniel Hibshman from Craig-Hallum Capital Group asked about the drivers behind the upward revision to the profitability guidance. He also sought to clarify the message of decelerating revenue growth in the back half of the year despite expectations for operational improvements.

    Answer

    CFO Howard Wilson attributed the higher profitability guide to a long-term, programmatic focus on efficiency, particularly in sales and marketing, as part of the path to GAAP profitability. He clarified that expected improvements in second-half bookings will primarily benefit revenue in the next fiscal year due to subscription revenue recognition rules, explaining the apparent disconnect.

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    Daniel Hibshman's questions to Cerence Inc (CRNC) leadership

    Daniel Hibshman's questions to Cerence Inc (CRNC) leadership • Q2 2025

    Question

    Daniel Hibshman of Craig-Hallum Capital Group inquired about the conflicting signals from decelerating billings and accelerating connected car rates, the sustainability of the sequential jump in new connected revenue, the specific impact of AI on revenue streams, and where macroeconomic pressures would most likely appear.

    Answer

    Executive Brian Krzanich explained that while overall volumes are stable, the higher connected car rate is a positive leading indicator for future recurring revenue. CFO Antonio Rodriquez confirmed the connected revenue growth is sustainable, stemming from the amortization of prior billings. Krzanich clarified that AI enhances both embedded and connected products, driving overall voice usage and PPU, not just connected revenue. He also noted that macro pressures would manifest in vehicle volumes and pricing pressure from OEMs, which Cerence aims to counter by offering more value through software consolidation.

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