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    Greyson Sklba • Goldman Sachs

    Greyson Sklba's questions to Similarweb Ltd (SMWB) leadership

    Greyson Sklba's questions to Similarweb Ltd (SMWB) leadership • Q2 2025

    Question

    Greyson Sklba of Goldman Sachs inquired about the drivers behind the implied Q4 revenue acceleration in the guidance and the factors contributing to the Q2 profitability beat.

    Answer

    CFO Jason Schwartz cited a strong pipeline and visibility into large transactions as drivers for the back-half acceleration. Co-Founder & CEO Or Offer added that ramping sales productivity, with a record number of reps closing deals, also supports the outlook. Schwartz explained the profitability beat was due to top-line outperformance and continued operational discipline.

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    Greyson Sklba's questions to Q2 Holdings Inc (QTWO) leadership

    Greyson Sklba's questions to Q2 Holdings Inc (QTWO) leadership • Q2 2025

    Question

    Greyson Sklba from Goldman Sachs asked for quantification of the market penetration for Q2's risk and fraud solutions and inquired about the drivers of the higher-than-normal churn in Q2 and the outlook for normalization.

    Answer

    CFO Jonathan Price explained that quantifying a single penetration metric for fraud solutions is difficult due to the varied product suite, but noted significant opportunity remains. He clarified that the Q2 churn was concentrated as anticipated for the year, partly due to known M&A, and that full-year churn expectations remain unchanged with lower levels expected in the second half.

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    Greyson Sklba's questions to Sprout Social Inc (SPT) leadership

    Greyson Sklba's questions to Sprout Social Inc (SPT) leadership • Q1 2025

    Question

    Greyson Sklba, on for Adam Hotchkiss, asked about the drivers behind the Q1 profitability beat and whether it impacts the full-year investment philosophy.

    Answer

    CFO Joe Del Preto attributed the beat to revenue overperformance and hiring that was more back-end loaded in the quarter. He stated that for the full year, the company is maintaining flexibility for potential risks but noted that if top-line outperformance continues, investors should expect to see more operating leverage.

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