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    Jack McShane • Stifel Financial Corp

    Jack McShane's questions to NCR Voyix Corp (VYX) leadership

    Jack McShane's questions to NCR Voyix Corp (VYX) leadership • Q2 2025

    Question

    On behalf of Stifel, Jack McShane questioned why retail ARR growth was outpacing restaurant ARR growth, contrary to prior expectations, and asked about the outlook for payment site growth given the Worldpay partnership.

    Answer

    CEO James Kelly attributed the restaurant ARR trend to leadership dislocation following the company's spin-off, which has since been resolved, and expects the trend to reverse. He anticipates payment site growth will be 'significantly bigger' than the current 3%, as the company begins targeting its large enterprise customers and international markets, where payment attachment has historically been nonexistent.

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    Jack McShane's questions to Sprout Social Inc (SPT) leadership

    Jack McShane's questions to Sprout Social Inc (SPT) leadership • Q2 2025

    Question

    Jack McShane from Stifel Financial Corp inquired about the macro environment's impact on the sales pipeline and renewals, and how Salesforce's focus on Agent Force has influenced demand for Sprout's customer care solutions.

    Answer

    CEO Ryan Barretto reported that the demand environment remains unchanged and that renewal rates have shown strong year-over-year progress. Regarding customer care, he highlighted a significant customer win using the Service Cloud integration and expressed enthusiasm for the ongoing partnership with Salesforce, especially with Dreamforce approaching.

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    Jack McShane's questions to Sprinklr Inc (CXM) leadership

    Jack McShane's questions to Sprinklr Inc (CXM) leadership • Q2 2025

    Question

    Jack McShane, on for Parker Lane of Stifel, requested more color on which specific products and market segments Sprinklr will focus on more intently. He also asked for an update on the company's self-serve social media management solution.

    Answer

    Founder and Co-CEO Ragy Thomas explained the strategic focus is a return to what has historically made Sprinklr successful: targeting large enterprises, selling the full platform's value, and engaging with C-suite executives. He clarified that the self-serve product was intentionally experimental and not a primary revenue driver, as the company is doubling down on its hands-on, enterprise selling approach.

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