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    Jamie Reynolds • Morgan Stanley

    Jamie Reynolds's questions to PagerDuty Inc (PD) leadership

    Jamie Reynolds's questions to PagerDuty Inc (PD) leadership • Q1 2026

    Question

    Jamie Reynolds from Morgan Stanley inquired about the adoption trends for new modules like PagerDuty Advanced and Enterprise Plus. He also asked for additional color on the differing demand trends between the SMB and enterprise segments of the business.

    Answer

    CEO Jennifer Tejada explained it is 'still early days' for the new modules but noted strong customer interest at events. She highlighted a change to seed AI capabilities across all pricing plans to reduce adoption friction. Tejada also confirmed an improving demand signal from the SMB segment for two consecutive quarters, led by well-funded native AI companies, a trend that is also crossing over into the enterprise.

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    Jamie Reynolds's questions to Motorola Solutions Inc (MSI) leadership

    Jamie Reynolds's questions to Motorola Solutions Inc (MSI) leadership • Q1 2025

    Question

    Jamie Reynolds, on for Meta Marshall, asked for early demand signals and the monetization strategy for the new SVX product and Assist AI feature.

    Answer

    EVP and COO Jack Molloy described high customer interest, including from competitors' clients, giving an example of a police department upgrading to APX NEXT radios specifically for the SVX. EVP and CFO Jason Winkler explained monetization will be driven by increased APX NEXT adoption and software attachments. EVP and CTO Mahesh Saptharishi highlighted how SVX's superior audio quality and data integration significantly enhance AI-assisted reporting.

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    Jamie Reynolds's questions to Axon Enterprise Inc (AXON) leadership

    Jamie Reynolds's questions to Axon Enterprise Inc (AXON) leadership • Q3 2024

    Question

    Jamie Reynolds of Morgan Stanley asked about the specific factors driving the improved traction and strong bookings performance in Axon's international markets.

    Answer

    EVP Joshua Isner attributed the international success to improved leadership under the new CRO, Cameron Brooks, which has led to better team quality and execution. He noted that while it's still a "grind" dealing with federal governments, customer momentum is building. CEO Patrick Smith added that new AI capabilities, like real-time translation, are generating significant global interest.

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