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    Jack Wallace • Guggenheim Securities

    Jack Wallace's questions to Phreesia Inc (PHR) leadership

    Jack Wallace's questions to Phreesia Inc (PHR) leadership • Q2 2025

    Question

    Jack Wallace asked about the drivers of same-store sales growth for the upcoming year, including upselling and pricing, and whether the subscription revenue penetration per provider is expected to increase.

    Answer

    Executive Balaji Gandhi emphasized that the focus is on increasing the total value of deals across all three revenue streams—subscription, payments, and network solutions—rather than any single component. He reiterated that the increase in total value for new deals is the primary driver of the positive outlook.

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    Jack Wallace's questions to Veeva Systems Inc (VEEV) leadership

    Jack Wallace's questions to Veeva Systems Inc (VEEV) leadership • Q2 2025

    Question

    Jack Wallace inquired about the progress of Vault CRM migration conversations, the competitive landscape, and the adoption status of the Compass data products for incentive compensation.

    Answer

    EVP of Strategy Paul Shawah reported that migration discussions are progressing well, with more top 20 commitments expected in the next year, and identified Salesforce as the primary competitor. CEO Peter Gassner noted that while Compass is seeing progress, no customers are using it for compensation yet, but he expects that to occur next year after a necessary period of customer education.

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