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    George McGreehan • Bank of America

    George McGreehan's questions to Global-E Online Ltd (GLBE) leadership

    George McGreehan's questions to Global-E Online Ltd (GLBE) leadership • Q2 2025

    Question

    George McGreehan from Bank of America asked for a progress update on the Shopify Managed Markets enhancements and whether Global-E anticipates pushing the partnership more aggressively through 2026.

    Answer

    Co-Founder and President Nir Debbi confirmed that development is progressing according to the agreed-upon milestones with Shopify. He stated they are on track to launch the new, more seamless Managed Markets solution within 2026, with the specific rollout plan to be determined by Shopify.

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    George McGreehan's questions to Jfrog Ltd (FROG) leadership

    George McGreehan's questions to Jfrog Ltd (FROG) leadership • Q2 2025

    Question

    George McGreehan, on for Koji Akita, asked about the competitive landscape for security, any changes in win rates, and the evolution of customer conversations around security.

    Answer

    CEO Shlomi Ben Haim explained that customer demand is driven by both a business need for tool consolidation and a technology need to address new threats from AI. He stated that JFrog's ability to provide contextual analysis and address model security specifically is changing conversations and making its platform highly relevant, differentiating it from legacy scanners.

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    George McGreehan's questions to Amplitude Inc (AMPL) leadership

    George McGreehan's questions to Amplitude Inc (AMPL) leadership • Q2 2025

    Question

    George McGreehan, on for Koji Ikeda, asked about the tone of conversations in strategic deals that are driving RPO growth, comparing the nature of these discussions today versus a year ago.

    Answer

    Founder, CEO & Director Spenser Skates explained that the key change is having conversations at a higher level, consistently engaging with VP and C-level executives. This allows for strategic discussions about how Amplitude fits into a customer's long-term data stack vision, leading to multi-year commitments. He credited the new strategic accounts team for improving engagement with top customers and prospects.

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    George McGreehan's questions to Amplitude Inc (AMPL) leadership • Q3 2024

    Question

    George McGreehan asked about Amplitude's role in a future where AI agents interact with applications and inquired about the drivers for incremental investments given the updated financial guidance.

    Answer

    CEO Spenser Skates explained that Amplitude is positioned to analyze interactions regardless of whether they are from humans or AI agents, leveraging its vast data repository to optimize those experiences. He also noted that the change in operating income guidance was primarily driven by the Command AI acquisition, with future investments focused on product innovation while maintaining current go-to-market spending levels.

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