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Jackson Bogli

Research Analyst at William Blair

Jackson Bogli is an Equity Research Associate at William Blair, specializing in software and technology sectors with a focus on vertical agentic AI and supply chain solutions. He contributes to coverage of companies such as SPS Commerce and participates in research on embedded intelligence and vertical software applications across industries like legal, insurance, construction, healthcare, and logistics. Bogli stepped in for Senior Analyst Dylan Becker during earnings calls, including SPS Commerce's FY25 Q3, demonstrating active involvement in investor discussions, though specific performance metrics, rankings, or returns data are not publicly detailed. His career at William Blair includes recent contributions to high-profile research reports, with no prior firms or start dates specified in available sources, and professional credentials such as FINRA registrations are not explicitly listed.

Jackson Bogli's questions to BENTLEY SYSTEMS (BSY) leadership

Question · Q4 2025

Jackson Bogli asked about the company's long-term strategy for AI on the design side and how Bentley Systems is leveraging its network and customer base to develop this roadmap.

Answer

CEO Nicholas Cumins explained that the roadmap is co-designed with engineering services firms and owner-operators through the 'Infrastructure AI' co-innovation initiative. This collaborative approach helps prioritize APIs for AI-driven workflows. He emphasized the company's commitment to data stewardship, which resonates with accounts, and a focus on adoption over immediate monetization due to the unique characteristics of the infrastructure sector.

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Question · Q4 2025

Jackson Bogli asked about the future of AI on the design side, specifically how Bentley is leveraging its network and customer base to design this roadmap, given the company's stated 'long game' approach.

Answer

CEO Nicholas Cumins explained that the AI roadmap is developed collaboratively with engineering services firms and owner-operators, leveraging Bentley's 42 years of trust as a 'digital quarterback.' He highlighted the 'Infrastructure AI' co-innovation initiative, which engages accounts to evolve engineering applications for AI-driven workflows. The focus is currently on adoption rather than direct monetization, acknowledging the unique characteristics of the infrastructure sector.

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