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    Elyse Kanner

    Vice President and Equity Research Analyst at JPMorgan Chase & Co.

    Elyse Kanner is a Vice President and Equity Research Analyst at JPMorgan Chase & Co., specializing in the coverage of the biotechnology sector. She covers leading biotech companies including Biogen, AbbVie, Amgen, and Gilead Sciences, with her research frequently cited for its depth and analytical rigor; on platforms like TipRanks, she has earned positive rankings for her success rate and the returns her stock recommendations have generated. Kanner began her career in equity research after completing her educational background at Columbia University and joined JPMorgan in the early 2010s, advancing to her current role after previously holding related positions at the firm. She holds FINRA registrations and Series 7 and 63 securities licenses, reinforcing her professional credentials as a trusted voice in biotech investment research.

    Elyse Kanner's questions to ALKAMI TECHNOLOGY (ALKT) leadership

    Elyse Kanner's questions to ALKAMI TECHNOLOGY (ALKT) leadership • Q1 2025

    Question

    Elyse Kanner of JPMorgan Chase & Co. inquired about the spending cadence for Alkami's offshore initiative and the primary drivers of the recent growth in revenue per user (RPU).

    Answer

    Chief Financial Officer Bryan Hill clarified that the $5 million expense for the offshore initiative is lighter in Q1 and will be concentrated in the third and fourth quarters of 2025. Regarding RPU, Hill confirmed the MANTL acquisition was the largest contributor to its growth, adding approximately $1.80 in the quarter, and expects future RPU growth to normalize around 7-8%.

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    Elyse Kanner's questions to ALKAMI TECHNOLOGY (ALKT) leadership • Q3 2024

    Question

    Elyse Kanner, on behalf of Alexei Gogolev, inquired about the current AI adoption curve in financial services and the key drivers for the significant ARR uplift observed during client renewals.

    Answer

    CEO Alex Shootman explained that while AI has been used in finance for some time, predictive AI for revenue is in its early stages, with adoption dependent on clients' ability to cleanse and manage their data. CFO Bryan Hill and CEO Alex Shootman attributed the strong ARR uplift at renewal to clients' appetite for more innovation, as they upgrade their product count to match the higher number of products adopted by new clients. Shootman added that the company's dedicated client account management team has been instrumental in creating strategic, multi-year transformation roadmaps with clients.

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    Elyse Kanner's questions to SAPIENS INTERNATIONAL CORP N V (SPNS) leadership

    Elyse Kanner's questions to SAPIENS INTERNATIONAL CORP N V (SPNS) leadership • Q1 2025

    Question

    Elyse Kanner, on for Alexei Gogolev, requested a more precise breakdown of the updated revenue guidance between currency tailwinds and inorganic growth. She also asked about the progress toward the goal of migrating 60% of customers to the cloud.

    Answer

    CFO Roni Giladi explained that a precise split between currency and M&A impact isn't being provided yet due to uncertain acquisition closing dates, but confirmed the vast majority of the $21 million revenue uplift is from M&A. Regarding cloud migration, he stated that nearly all new deals are on the cloud and existing customers are continuously being transitioned, with a specific progress percentage to be updated at year-end.

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    Elyse Kanner's questions to SAPIENS INTERNATIONAL CORP N V (SPNS) leadership • Q3 2024

    Question

    Elyse Kanner, on for Alexei Gogolev, asked for the constant currency growth figure for the quarter. She followed up by asking about the investment timeline for the North American P&C business and when growth might reaccelerate.

    Answer

    CFO Roni Giladi responded that the impact of currency exchange was "very minimal" in the quarter. Chief Strategy Officer Alex Zukerman addressed the investment timeline, stating that the company's global platform concept will be implemented for the North American CoreSuite P&C offering during the first half of 2025. He expressed confidence that this will enhance their competitive position and differentiation in that market.

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    Elyse Kanner's questions to Samsara (IOT) leadership

    Elyse Kanner's questions to Samsara (IOT) leadership • Q3 2025

    Question

    Elyse Kanner, on for Alexi Gogolev, asked about the renewal rates Samsara is currently seeing and the pricing power it has during those renewals.

    Answer

    CFO Dominic Phillips confirmed that renewal rates have been very strong and are reflected in the high net retention rate metrics of 115% for core and 120% for large customers. He added that renewals provide a key opportunity for broader expansion conversations, which have been very successful.

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