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    George Iwanyc

    Research Analyst at Oppenheimer & Co. Inc.

    George Iwanyc is a Research Analyst at Oppenheimer & Co. Inc., specializing in technology and internet sectors with coverage of companies such as Extreme Networks. He has issued 31 ratings with a success rate of approximately 47.6% and an average return of about -1.3%, placing his performance in the 33rd percentile among analysts. Iwanyc has been part of Oppenheimer's equity research team for several years, and his prior professional background includes a range of analytical and research roles, though details of past employers are limited. He is a FINRA-registered professional with active securities licenses, notably operating under Oppenheimer & Co. Inc.

    George Iwanyc's questions to Elastic (ESTC) leadership

    George Iwanyc's questions to Elastic (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 (ASAN) leadership

    George Iwanyc's questions to Asana (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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    George Iwanyc's questions to SMAR leadership

    George Iwanyc's questions to SMAR leadership • Q4 2024

    Question

    Requested more details on the traction of the self-discovery initiative and the roadmap for rolling out new capabilities. Also asked about the company's investment priorities for the year across different departments.

    Answer

    The self-discovery initiative is seeing good traction, with more capabilities like Advanced Resource Management becoming available for automated trials. The next phase involves enabling self-service transactions. Investments for the year are balanced between R&D (for product modernization and self-service) and targeted sales and marketing efforts, without large increases in field capacity.

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