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    Faith Brunner • William Blair

    Faith Brunner's questions to Veeva Systems Inc (VEEV) leadership

    Faith Brunner's questions to Veeva Systems Inc (VEEV) leadership • Q1 2026

    Question

    Faith Brunner of William Blair asked about the broader industry challenges customers raised at the Commercial Summit and whether the nature of these conversations has shifted recently.

    Answer

    EVP, Strategy, Paul Shawah identified fragmented data as a key ongoing challenge, noting that connecting data and software for faster insights remains an unsolved problem that Veeva is addressing. He also mentioned that customers are looking for help solving industry-specific problems with deep, integrated AI, as many of their own AI projects have not yielded the full expected return, creating an opportunity for Veeva.

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    Faith Brunner's questions to Unity Software Inc (U) leadership

    Faith Brunner's questions to Unity Software Inc (U) leadership • Q1 2025

    Question

    Faith Brunner of William Blair asked for details on the spending behavior of Unity's performance-based advertisers, particularly during economic downturns. She also questioned how Unity Vector, with its improved ROI, might add durability to that advertiser spend.

    Answer

    CEO Matthew Bromberg reiterated that Unity's business performance is driven principally by its own execution, not macroeconomic trends. He stated that when Unity delivers markedly better performance, as it is with Vector, it sees increased advertiser spend regardless of broader economic uncertainty. He emphasized that this dynamic is already being observed, providing confidence that superior ROI is the key to durable revenue.

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    Faith Brunner's questions to Clearwater Analytics Holdings, Inc. (CWAN) leadership

    Faith Brunner's questions to Clearwater Analytics Holdings, Inc. (CWAN) leadership • Q4 2024

    Question

    Faith Brunner asked about the factors driving the durability of demand beyond one-time events and inquired about the contribution of the 'Insights' product, previously called a 'sleeping giant'.

    Answer

    CEO Sandeep Sahai attributed the durability of growth to having 'many irons in the fire,' including high retention, dedicated teams for asset growth, new products, a strong commercial model, and geographic expansion, as noted by CFO James Cox. Regarding 'Insights,' Sandeep Sahai reiterated that it is a significant long-term initiative but is not expected to be a major revenue contributor in 2025, with more meaningful impact anticipated in 2026 and beyond as part of a 3-5 year strategy.

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    Faith Brunner's questions to Descartes Systems Group Inc (DSGX) leadership

    Faith Brunner's questions to Descartes Systems Group Inc (DSGX) leadership • Q2 2025

    Question

    Faith Brunner, on behalf of Dylan Haber, inquired about Descartes' transactional revenue exposure and its sensitivity to volume changes, as well as the M&A outlook for the second half of the year.

    Answer

    CEO Edward Ryan explained that transactional revenue constitutes about 31% of total revenue and maintains relative stability due to underlying minimums in contracts. He also characterized the M&A environment as favorable, noting that seller valuation expectations have become more reasonable, and he anticipates the current pace of acquisitions will continue.

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    Faith Brunner's questions to Descartes Systems Group Inc (DSGX) leadership • Q2 2025

    Question

    Faith Brunner of William Blair inquired about Descartes' exposure to transactional revenue amid macroeconomic shifts and asked for an update on the M&A landscape for the second half of the year.

    Answer

    CEO Ed Ryan clarified that transactional revenue constitutes about 31% of total revenue and remains relatively stable due to underlying minimums in contracts. Regarding M&A, he noted a favorable environment as seller valuation expectations have become more reasonable, and he anticipates the company's acquisition pace will continue.

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