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    David Lustberg

    Vice President at Jefferies

    David Lustberg is a Vice President at BMO Capital Markets, specializing in equity research for technology and software companies following his tenure as an Equity Research Senior Associate at Jefferies. During his time at Jefferies from December 2021 to June 2024, he covered companies such as PowerSchool Holdings, contributing investment research and analyst insights with a track record of thorough coverage reflected in corporate earnings call participation. Lustberg began his professional career after earning an undergraduate degree from The Pennsylvania State University and transitioned to BMO Capital Markets in June 2024. His professional credentials include FINRA registration and relevant securities licenses recognized for equity analyst roles in the investment banking sector.

    David Lustberg's questions to INST leadership

    David Lustberg's questions to INST leadership • Q4 2023

    Question

    Asked about the company's AI product offerings, monetization strategy, and for more detail on specific drivers of the strong cross-sell performance.

    Answer

    Several AI features are in beta, with the monetization strategy still being refined, though some features like analytics are expected to be paid add-ons. Cross-sell bookings growth accelerated to 49% in Q4, driven by new go-to-market strategies that better align sales and customer success teams.

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