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    Jack McShane

    Research Analyst at Stifel Financial Corp

    Jack McShane is an Equity Research Associate at Stifel Financial Corp, specializing in sector-specific investment analysis and research. He has contributed to the coverage of companies across diverse industries and demonstrates a focused approach in evaluating market trends and company performance, though detailed success metrics and rankings are not publicly available. McShane began his professional career in 2018 and has been with Stifel Financial Corp for nearly four years, holding his current role since joining the firm. He is registered with FINRA and holds relevant securities licenses, supporting his qualifications as a professional investment analyst.

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

    Jack McShane's questions to NCR Voyix (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 (SPT) leadership

    Jack McShane's questions to Sprout Social (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 (CXM) leadership

    Jack McShane's questions to Sprinklr (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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