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    George Iwanyc • Oppenheimer & Co. Inc.

    George Iwanyc's questions to Elastic NV (ESTC) leadership

    George Iwanyc's questions to Elastic NV (ESTC) leadership • Q4 2025

    Question

    George Iwanyc inquired about the extent to which million-dollar and hundred-thousand-dollar customers are using the entire Elastic portfolio. He also asked about business linearity from April into May concerning different verticals or customer sizes.

    Answer

    CEO Ashutosh Kulkarni explained that while specific breakout data would be shared at the upcoming Analyst Day, the largest customers typically use more than one solution due to the platform approach. CFO Navam Welihinda noted that business is very diversified and there were no significant differences in linearity or trends between April and May, with the macro environment remaining consistent with what was seen in Q4.

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    George Iwanyc's questions to Asana Inc (ASAN) leadership

    George Iwanyc's questions to Asana Inc (ASAN) leadership • Q2 2025

    Question

    George Iwanyc asked for an update on the technology vertical, specifically if it has stabilized, and its relation to logo churn. He also requested a progress report on the company's four key sales initiatives.

    Answer

    COO Anne Raimondi acknowledged the tech vertical remains a drag on growth but is vital for innovation partnerships. She noted that the non-tech sector grew in the mid-teens, highlighting progress in diversification. She then detailed the four sales initiatives: investing in the post-sales experience, improving sales velocity, leveraging AI excitement for account engagement, and focusing on strategic industry verticals.

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