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    George Miller

    Senior Analyst at MJH Management

    George Miller is a Senior Analyst at MJH Management, specializing in equity research and portfolio analysis with a focus on the financial services and healthcare sectors. He covers leading firms such as UnitedHealth Group, JPMorgan Chase, and Pfizer, consistently achieving a success rate above 65% and outperforming market benchmarks based on portfolio returns tracked on major research platforms. Miller launched his investment career in 2012 at BlackRock before joining MJH Management in 2018, where he rapidly advanced due to his data-driven approach and insightful market calls. He holds FINRA Series 7 and Series 63 licenses, reflecting his strong professional credentials and regulatory compliance.

    George Miller's questions to Spok Holdings (SPOK) leadership

    George Miller's questions to Spok Holdings (SPOK) leadership • Q3 2024

    Question

    George Miller of MJH Management questioned the drivers behind the consistent growth in software operations bookings, the timeline for these bookings to translate into maintenance revenue, and whether Spok is seeing changes in the competitive landscape.

    Answer

    CEO Vince Kelly stated that while bookings have been consistent, it's partly coincidental as large deals can cause quarterly fluctuations, but reiterated confidence in achieving double-digit bookings growth for the year. CFO Calvin Rice explained that it takes approximately 6 to 12 months for bookings to fully flow through and have a comparable year-over-year impact on maintenance revenue. Kelly added that Spok is strengthening its position against traditional rivals and sees a new opportunity in partnering with UCaaS/CCaaS vendors that are replacing legacy PBX systems in hospitals.

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