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    Gowshihan Sriharan • Singular Research

    Gowshihan Sriharan's questions to Information Services Group Inc (III) leadership

    Gowshihan Sriharan's questions to Information Services Group Inc (III) leadership • Q2 2025

    Question

    Gowshihan Sriharan asked about the margin impact of end-to-end transformation deals, hurdles for clients scaling AI, ISG's value proposition as a vendor-agnostic advisor, and the company's capital allocation priorities.

    Answer

    Chairman & CEO Michael Connors explained that AI-related work is strongly priced, supporting margin expansion, and that client hurdles to AI adoption are primarily cost and the state of their data management. He emphasized that ISG's value comes from its trusted, independent research and advisory role. EVP & CFO Michael Sherrick reiterated that the capital allocation strategy remains consistent: dividends, share buybacks, and M&A, based on disciplined ROI analysis.

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    Gowshihan Sriharan's questions to Information Services Group Inc (III) leadership • Q1 2025

    Question

    Gowshihan Sriharan inquired about ISG's pricing strategy amid AI-driven productivity gains, the level of activity with global capability centers (GCCs) due to tariffs, and what investments are still needed to capture new opportunities.

    Answer

    CEO Michael P. Connors explained that ISG's AI strategy enhances margins through advisory services, AI-powered platforms, and internal productivity. He described the GCC space as 'hot,' with ISG advising many clients and hosting a dedicated CEO conference. CFO Michael Sherrick added that future investments are focused on enhancing existing platforms with AI to maintain relevancy, rather than building entirely new systems.

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    Gowshihan Sriharan's questions to Information Services Group Inc (III) leadership • Q4 2024

    Question

    Gowshihan Sriharan of Singular Research asked how AI-centric client conversations are translating into committed revenue and multiyear contracts. He also questioned if ISG's brand in Europe and APAC required reinvestment and inquired about the scalability and market opportunity for the Training as a Service (TaaS) offering.

    Answer

    Michael P. Connors, Chairman and CEO, stated that AI is driving larger and longer contracts due to efficiency gains. He affirmed the ISG brand is strong globally and that market lag in Europe and APAC is due to geopolitical factors, not brand weakness. He described the TaaS offering as a bullish, multiyear recurring revenue stream that is being scaled efficiently through the use of AI.

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    Gowshihan Sriharan's questions to Oportun Financial Corp (OPRT) leadership

    Gowshihan Sriharan's questions to Oportun Financial Corp (OPRT) leadership • Q2 2025

    Question

    Gowshihan Sriharan of Singular Research asked about yield management, questioning if the mix of higher origination fees and lower portfolio yield was an intentional trade-off. He also inquired about any behavioral changes observed in former credit card customers since the portfolio sale.

    Answer

    CEO Raul Vazquez explained that the company is not seeing competitive pressure on origination fees and actively manages the balance between fees and interest rates to optimize securitization and pricing. He confirmed that no meaningful changes in customer behavior, retention, or cross-sell rates have been observed since the credit card portfolio sale, which has been accretive to the P&L.

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    Gowshihan Sriharan's questions to Oportun Financial Corp (OPRT) leadership • Q4 2024

    Question

    Gowshihan Sriharan of Singular Research questioned the drivers behind the 10-15% origination growth guidance for FY25 and asked for an assessment of the competitive landscape's effect on the company's portfolio yield.

    Answer

    CEO Raul Vazquez explained that the guided growth will be driven by a modest incremental investment in marketing, not by opening the credit box. He described the competitive landscape as rational and constructive, with competitors' pricing reflecting the higher cost of capital, which allows Oportun to maintain its yield and pursue growth.

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    Gowshihan Sriharan's questions to Stride Inc (LRN) leadership

    Gowshihan Sriharan's questions to Stride Inc (LRN) leadership • Q4 2025

    Question

    Gowshihan Sriharan of Singular Research asked about the primary constraints limiting Stride's ability to convert strong demand into enrollments. He also questioned the sustainability of Career Learning's revenue per enrollment growth outpacing General Ed and asked about the strategic options for the adult learning segment, such as selling or overhauling it.

    Answer

    CEO James Rhyu identified constraints such as structural program caps and operational funnel conversion metrics, which the company continuously works to optimize. CFO Donna Blackman clarified that revenue per enrollment is viewed on a combined basis, with variances driven by student mix rather than different funding rates. Regarding adult learning, Rhyu stated that while it needs better execution, it is not a material drag or distraction, and the company is not currently a seller.

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    Gowshihan Sriharan's questions to Flotek Industries Inc (FTK) leadership

    Gowshihan Sriharan's questions to Flotek Industries Inc (FTK) leadership • Q1 2025

    Question

    Gowshihan Sriharan asked about the potential impact of tariffs on Flotek's growing international business and whether margins and lead times in the Middle East were expected to improve.

    Answer

    CEO Ryan Ezell responded that Flotek mitigates tariff and supply chain risks by sourcing and manufacturing chemicals in-country, aligning with local content requirements in the Middle East. He expressed confidence in the company's preparedness for supply chain disruptions. Regarding Middle East operations, Ezell acknowledged constant margin pressure but noted that as Flotek's presence matures and its product mix evolves, it is working with local partners to shorten lead times and build out its regional footprint.

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    Gowshihan Sriharan's questions to Apogee Enterprises Inc (APOG) leadership

    Gowshihan Sriharan's questions to Apogee Enterprises Inc (APOG) leadership • Q4 2025

    Question

    Gowshihan Sriharan inquired about competitive dynamics in the architectural markets and Apogee's confidence in its ability to pass on costs. He also asked about the M&A strategy in the current environment and whether the company was building any significant inventory buffers.

    Answer

    CEO Ty Silberhorn described a rational competitive environment, particularly in Metals, and noted that the company is actively looking for opportunities to win projects from international suppliers affected by tariffs. On M&A, he stated Apogee remains active and opportunistic but acknowledged some market slowness. CFO Matt Osberg clarified that the company is not building unusual inventory buffers, as most of its business is made-to-order.

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    Gowshihan Sriharan's questions to Apogee Enterprises Inc (APOG) leadership • Q3 2025

    Question

    Gowshihan Sriharan asked about the key factors that could drive EPS performance to the upper end of the guidance range in Q4. He also requested more detail on the expected synergies from the UW Solutions acquisition and an update on its long-term margin target for the Architectural Framing segment.

    Answer

    CFO Matt Osberg stated that the company expects to finish at the bottom of its EPS range, primarily due to greater-than-expected volume pressure, making an upside scenario unlikely. He reiterated the UW Solutions target of $100 million in revenue at a 20% adjusted EBITDA margin for fiscal 2026 and confirmed they are on track for a $5 million synergy target. For Framing, he expects the segment to finish fiscal 2025 within its 10-15% margin range and sees an opportunity for it to remain there in fiscal 2026.

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