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Ioannis Samoilis

Research Analyst at Baird Financial Group, Inc.

Ioannis Samoilis is an Equity Research Analyst at Robert W. Baird & Co., specializing in cloud software with a particular focus on Cloud Data, AI, and Unified Communications. Since joining Baird as a full analyst in February 2023, he has covered companies such as Informatica and contributed to institutional equity research recognized for industry-leading quality, though individual performance statistics or formal rankings are not yet disclosed. Samoilis began his finance career as a summer analyst at Baird before being promoted, following prior operational management experience, and earned a Bachelor of Science in Finance and Business Analytics from Indiana University's Kelley School of Business in 2022. He is registered with FINRA and holds necessary securities licenses as a broker at Robert W. Baird & Co.

Ioannis Samoilis's questions to Informatica (INFA) leadership

Question · Q4 2024

Ioannis Samoilis, on behalf of Will Power from Baird, sought clarification on the drivers behind the lower expected uplift ratio, asking if it was solely due to a higher concentration of PowerCenter Cloud Edition deals or if other elements were involved.

Answer

CFO Mike McLaughlin confirmed that the primary driver for the lower uplift ratio is the higher concentration of PowerCenter Cloud Edition modernizations in the mix. He added that it also reflects a degree of 'price discovery' where the company is actively finding the sweet spot on pricing to incentivize customers to modernize sooner, balancing value without giving too much away.

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