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    Jaiden Patel • JPMorgan Chase & Co.

    Jaiden Patel's questions to Dropbox Inc (DBX) leadership

    Jaiden Patel's questions to Dropbox Inc (DBX) leadership • Q2 2025

    Question

    Jaiden Patel of JPMorgan Chase & Co. inquired about the qualitative impact of Dash on customer retention and downgrade prevention, and sought details on the improvements seen from the redesigned cancellation flow.

    Answer

    Co-Founder & CEO Drew Houston explained that for Dash, the focus is on product quality and early engagement metrics like image search adoption and weekly active user growth, which are leading indicators for retention. Regarding the cancellation flow, he noted that better articulating the value Dropbox provides has been accretive, alongside other optimizations like billing improvements.

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    Jaiden Patel's questions to PagerDuty Inc (PD) leadership

    Jaiden Patel's questions to PagerDuty Inc (PD) leadership • Q1 2026

    Question

    Jaiden Patel of JPMorgan Chase & Co. asked about the outlook for trailing twelve-month billings for the remainder of the year, beyond the 7% growth guided for Q2.

    Answer

    CFO Howard Wilson stated that PagerDuty has not provided specific billings guidance beyond Q2. However, he indicated that directionally, they expect better overall bookings performance in the second half of the year as the sales force matures, which should lead to improvements in both billings and ARR.

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    Jaiden Patel's questions to BlackLine Inc (BL) leadership

    Jaiden Patel's questions to BlackLine Inc (BL) leadership • Q4 2024

    Question

    Jaiden Patel, on for Pinjalim Bora of JPMorgan, asked about the assumptions for churn and retention in the 2025 guidance and questioned if Q1 guidance reflected a new philosophy.

    Answer

    Co-CEO Owen Ryan explained that while low-end customer count churn continues, the focus is on reducing enterprise attrition through increased customer touchpoints. CFO Mark Partin stated the guidance philosophy is not about conservatism but about setting 'appropriate and achievable targets' with transparency on assumptions, aiming to build on the company's established credibility.

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