Sign in

    David Paige • RBC Capital Markets

    David Paige's questions to Ingram Micro Holding Corp (INGM) leadership

    David Paige's questions to Ingram Micro Holding Corp (INGM) leadership • Q2 2025

    Question

    David Paige of RBC Capital Markets asked if the xVantage platform was a key driver of the recent growth in the SMB market and inquired about the potential for future portfolio rationalization.

    Answer

    CEO Paul Bay confirmed that the xVantage platform, particularly its AI-powered digital assistant 'AIDA,' is helping to stimulate growth in the SMB segment by shortening sales cycles, especially in North America. He stated that while the company continuously reviews its portfolio, the current focus is on investing in its core platform strategy rather than further major divestitures. EVP & CFO Mike Zilis added that the company remains open to smaller, strategic tuck-in acquisitions.

    Ask Fintool Equity Research AI

    David Paige's questions to APi Group Corp (APG) leadership

    David Paige's questions to APi Group Corp (APG) leadership • Q2 2025

    Question

    David Paige, on behalf of RBC Capital Markets, requested an update on the performance and outlook for the international business, Chubb.

    Answer

    President and CEO Russ Becker expressed strong satisfaction with the international business, highlighting its continued organic growth every quarter since acquisition. He pointed to high single-digit order growth as a key indicator of the health and momentum in its inspection and service business, noting that optimization efforts are ongoing.

    Ask Fintool Equity Research AI

    David Paige's questions to Automatic Data Processing Inc (ADP) leadership

    David Paige's questions to Automatic Data Processing Inc (ADP) leadership • Q4 2025

    Question

    David Paige, on for Ashish Sabadra, asked about the net contribution of AI to margins and whether ADP faces any pushback in international markets due to being a U.S.-based company.

    Answer

    CFO Peter Hadley explained that while AI is driving meaningful productivity gains, ADP remains in a net investment position, with investments in the tens of millions. President & CEO Maria Black stated there has been no pushback in international markets, emphasizing ADP's strong local presence and execution in the 140 countries it serves.

    Ask Fintool Equity Research AI

    David Paige's questions to Rollins Inc (ROL) leadership

    David Paige's questions to Rollins Inc (ROL) leadership • Q2 2025

    Question

    David Paige of RBC Capital Markets, on for Ashish Sabadra, asked about commercial business trends and tariff impacts. He also inquired about the company's capital allocation strategy following the debt increase for the Sela acquisition.

    Answer

    President & CEO Jerry Gahlhoff stated that the commercial business continues to be a strong opportunity, driven by investments in sales and marketing, and highlighted its high customer retention. He noted no significant impact from tariffs. On capital allocation, Gahlhoff emphasized a disciplined and balanced approach, noting the company's healthy leverage ratio of 0.9x provides flexibility to invest in growth while providing shareholder returns.

    Ask Fintool Equity Research AI

    David Paige's questions to TD Synnex Corp (SNX) leadership

    David Paige's questions to TD Synnex Corp (SNX) leadership • Q2 2025

    Question

    David Paige asked for an assessment of the PC refresh cycle, specifically wanting to know where the company believes the market is in terms of timing, such as the beginning, middle, or end of the cycle.

    Answer

    CEO Patrick Zammit stated that he believes the PC refresh cycle is in the middle of its course, not at the beginning, as it started one or two quarters ago. He added that this view supports the company's positive outlook on PC contributions to growth in the upcoming quarter.

    Ask Fintool Equity Research AI

    David Paige's questions to Cintas Corp (CTAS) leadership

    David Paige's questions to Cintas Corp (CTAS) leadership • Q2 2025

    Question

    David Paige, on for Ashish Sabadra, asked about the performance of the Uniform Direct Sales business relative to expectations and its impact on the organic growth guide. He also inquired if any specific vertical, within or outside the focus areas, stood out for its performance.

    Answer

    CEO Todd Schneider explained that the Uniform Direct Sale business, which was down for the quarter, can be 'lumpy' due to its large-customer focus but remains strategically important for cross-selling. He noted that all four focus verticals are performing well and declined to single one out, emphasizing continued investment across all of them.

    Ask Fintool Equity Research AI

    David Paige's questions to Fair Isaac Corp (FICO) leadership

    David Paige's questions to Fair Isaac Corp (FICO) leadership • Q4 2024

    Question

    Speaking for Ashish Sabadra, David Paige of RBC Capital Markets inquired about the competitive dynamics in the auto and credit card score markets and asked about FICO's capital allocation priorities for 2025.

    Answer

    CEO William Lansing stated that the competitive landscape in auto and card remains stable and largely unchanged from previous years, with no significant new threats. On capital allocation, he reaffirmed FICO's long-standing strategy of returning capital to shareholders, primarily through share repurchases, noting that despite a high P/E ratio, the company still considers its stock a "screaming value."

    Ask Fintool Equity Research AI