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    Elyse Kanner • JPMorgan Chase & Co.

    Elyse Kanner's questions to Alkami Technology Inc (ALKT) leadership

    Elyse Kanner's questions to Alkami Technology Inc (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 Inc (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 Samsara Inc (IOT) leadership

    Elyse Kanner's questions to Samsara Inc (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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    Elyse Kanner's questions to Sapiens International Corporation NV (SPNS) leadership

    Elyse Kanner's questions to Sapiens International Corporation NV (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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