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    James Wood • TD Cowen

    James Wood's questions to Workday Inc (WDAY) leadership

    James Wood's questions to Workday Inc (WDAY) leadership • Q1 2026

    Question

    James Wood of TD Cowen asked for an update on the U.S. federal business opportunity and whether the previously announced restructuring was complete.

    Answer

    CEO Carl Eschenbach noted that Workday has been leaning aggressively into the federal market and is pleased with the depth of conversations across civilian, DoD, and intelligence agencies, seeing a huge opportunity to modernize legacy systems. CFO Zane Rowe confirmed that the restructuring is primarily complete and that no additional meaningful charges are expected beyond Q1.

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    James Wood's questions to Workday Inc (WDAY) leadership • Q2 2025

    Question

    James Wood asked for an update on the trend of slower customer headcount growth, inquiring if it was broadening to more verticals and if it was quantified and factored into the new medium-term outlook.

    Answer

    CFO Zane Rowe confirmed that moderated headcount growth assumptions have been consistent since Q1 and are considered the 'new norm.' He stated this trend is fully incorporated into both the FY25 and medium-term guidance and is not a significant driver of revenue, reiterating the previously mentioned full-year impact of approximately $17 million.

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    James Wood's questions to OneStream Inc (OS) leadership

    James Wood's questions to OneStream Inc (OS) leadership • Q1 2025

    Question

    James Wood of TD Cowen asked about the expected cadence of new customer growth in 2025, considering the tough macro environment versus the strength seen in the commercial segment with CPM Express.

    Answer

    CEO Tom Shea highlighted multiple vectors for new customer growth. He noted that interest in AI is driving new logos, while the commercial segment, powered by CPM Express, is an intentional focus to onboard businesses of all sizes. He described it as a significant, long-term opportunity the company is actively investing in.

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    James Wood's questions to Confluent Inc (CFLT) leadership

    James Wood's questions to Confluent Inc (CFLT) leadership • Q1 2025

    Question

    James Wood inquired about the market reception for Tableflow since its general availability and the size of the U.S. federal business, including any changes to second-half assumptions.

    Answer

    CEO Jay Kreps described Tableflow's reception as 'extremely strong.' While it is priced separately, he said its main benefit is driving new data sets onto the core platform. CFO Rohan Sivaram characterized the federal government business as an underpenetrated opportunity, representing a low-single-digit percentage of revenue. He confirmed that very modest expectations for this sector are already baked into the full-year guidance.

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    James Wood's questions to Confluent Inc (CFLT) leadership • Q3 2024

    Question

    James Wood asked about the drivers behind the strength in the financial services vertical and how to think about the expansion timeline for newly acquired customers.

    Answer

    CEO Jay Kreps explained that strength in financial services is a multi-year trend, not a one-quarter event, driven by the criticality of streaming for core systems, inter-institution data sharing, and regulatory pushes. CFO Rohan Sivaram noted the focus is on progressing new logos to $100k+ and $1M+ ARR cohorts over time, viewing new customer acquisition as a top-of-funnel metric best evaluated over a 12-month period.

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    James Wood's questions to Braze Inc (BRZE) leadership

    James Wood's questions to Braze Inc (BRZE) leadership • Q4 2025

    Question

    James Wood of TD Cowen inquired about organizational changes following the CRO's planned departure, the timeline for hiring a replacement, and any updates on Meta's WhatsApp pricing strategy.

    Answer

    CEO Bill Magnuson stated the CRO search is progressing well with strong candidates, and key field leaders now report directly to him. Regarding WhatsApp, he noted the landscape remains dynamic, making forecasting difficult, but Braze's flexible, cross-channel platform helps customers navigate these changes effectively.

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    James Wood's questions to monday.com Ltd (MNDY) leadership

    James Wood's questions to monday.com Ltd (MNDY) leadership • Q4 2024

    Question

    James Wood asked about the opportunity to secure more multi-thousand seat enterprise deals in 2025, questioning whether the company expects a notable uptick in this activity or a more gradual increase.

    Answer

    CFO Eliran Glazer indicated that the trend of landing larger deals is accelerating. This is happening both through larger initial top-down sales and through existing customers consolidating more of their work onto the monday.com platform. He noted this momentum has been building for about 1.5 years, driven by platform maturity, new products, and enterprise-focused hiring.

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    James Wood's questions to monday.com Ltd (MNDY) leadership • Q3 2024

    Question

    James Wood of TD Cowen asked if the aggressive push upmarket is impacting deal cycle times and introducing more seasonality, and inquired about the pipeline for large, 1,000+ seat deals heading into Q4. He also questioned how the competitive landscape has changed.

    Answer

    CFO Eliran Glazer acknowledged that Q3 includes vacation months but downplayed it as a dramatic seasonal factor, attributing slower enterprise net adds more to macro choppiness and a soft monday dev performance after a very strong Q2. He noted positive momentum in October. Co-CEO Roy Mann stated that while pushing into larger deals naturally brings more competition, especially in the CRM space, a lot of new adoption still comes from greenfield opportunities where customers are comparing monday.com to competitors.

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    James Wood's questions to ServiceNow Inc (NOW) leadership

    James Wood's questions to ServiceNow Inc (NOW) leadership • Q4 2024

    Question

    James Wood, on for Derrick Wood, sought clarification on whether shifting to a consumption model would create a near-term headwind and how long it would take for the model to be net accretive.

    Answer

    CFO Gina Mastantuono stated unequivocally that they are 'not foregoing new subscription revenue,' emphasizing that the consumption model is an 'and, not an or' on top of a strong 20% growth outlook. CEO Bill McDermott added that including AI agents in the base subscription could actually accelerate subscription sales, with the consumption element acting as a 'turbocharger' to the existing business model.

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    James Wood's questions to ServiceNow Inc (NOW) leadership • Q3 2024

    Question

    James Wood asked about the key technologies powering the new autonomous agent capabilities, such as Raptor DB, Data Fabric, and NVIDIA's NIM. He also inquired about the general availability and timeline for these new features.

    Answer

    CEO Bill McDermott highlighted three key priorities driving growth: the continued success of Now Assist, the rollout of Raptor DB and the Workflow Data Platform, and a step-function increase in focus on the front-office opportunity. He confirmed these products are not just future concepts but are rolling out now, with Now Assist in full flight, Raptor DB having a big Q4, and the data platform already working and evolving.

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    James Wood's questions to Samsara Inc (IOT) leadership

    James Wood's questions to Samsara Inc (IOT) leadership • Q3 2025

    Question

    James Wood asked about market acceptance of driver-facing cameras in the video safety market and inquired about monetization opportunities for the application marketplace.

    Answer

    CEO Sanjit Biswas explained that driver comfort with inward-facing cameras has increased because the AI-powered system provides safety alerts rather than constant human monitoring. CFO Dominic Phillips noted the marketplace, with over 300 integrations, is currently a key technology hub for enterprise deals, and while monetization is a long-term possibility, it is not a near-term plan.

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    James Wood's questions to Samsara Inc (IOT) leadership • Q2 2025

    Question

    James Wood, on for Derrick, asked for details on the Bluetooth technology behind the new Asset Tags, its capabilities versus gateways, and implications for COGS. He also inquired about the velocity of total customer count growth.

    Answer

    CEO Sanjit Biswas explained the Asset Tags use industrial-grade Bluetooth to connect to Samsara's existing network of millions of gateways, a method enabled by the network's scale and density. This allows for a lower cost, more power-efficient device with a multi-year battery life. CFO Dominic Phillips added that new core customer logo additions were very strong, marking the second-highest quarter ever, and that new logos are critical for future expansion.

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