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    Jared Jungjohann

    Research Analyst at TD Cowen

    Jared Jungjohann is an Equity Research Associate at TD Cowen, focusing on the technology sector with coverage that includes companies such as Domo Inc. He has actively participated in earnings calls and research published by the firm, demonstrating a keen analytical approach tailored to enterprise software and cloud computing firms. Jungjohann began his career in equity research and joined TD Securities (now TD Cowen) after previous experience in financial analysis, supporting lead analysts in delivering actionable investment recommendations. He holds the required securities licenses for his role and is recognized for his detail-oriented research contributions and strong sector knowledge.

    Jared Jungjohann's questions to TERADATA CORP /DE/ (TDC) leadership

    Jared Jungjohann's questions to TERADATA CORP /DE/ (TDC) leadership • Q2 2025

    Question

    Jared Jungjohann, on for Derrick Wood, asked about the status of large, 8-figure deals, which had been de-risked in the company's guidance. He also inquired about how ACVs have been trending for customers who have adopted Open Table Formats (OTF).

    Answer

    President and CEO Steve McMillan stated that while the outlook was de-risked from 8-figure deals, the go-to-market team has multiple paths to achieve its targets, driven by improved retention, hybrid opportunities, and growth in the large cloud business. Regarding OTF, he reiterated his belief that it's a tailwind, as making more data available to the Teradata engine drives platform usage and growth, citing a customer who replaced a competitor's solution with Vantage analytics for better performance and cost.

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    Jared Jungjohann's questions to DOMO (DOMO) leadership

    Jared Jungjohann's questions to DOMO (DOMO) leadership • Q1 2026

    Question

    Jared Jungjohann of TD Cowen asked about the medium-term gross margin trajectory, trends in the enterprise versus commercial customer base, the specific solution areas gaining traction with cloud partners, and the company's strategy for balancing investment in growth against margin expansion.

    Answer

    CFO Tod Crane projected that the subscription gross margin would remain near the current 81.6% in the short term with long-term potential for increases. He also noted that partner-sourced leads are significantly weighted toward the enterprise sector. CEO Josh James elaborated that cloud partners value Domo's ability to hydrate their data warehouses and extend data access to thousands of business users, making Domo a key part of the modern data stack. Tod Crane concluded that the company is confidently investing in growth, particularly through CDW partnerships, while maintaining a disciplined path toward its margin expansion targets of 5% this year and 10% next year.

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    Jared Jungjohann's questions to DOMO (DOMO) leadership • Q1 2026

    Question

    Jared Jungjohann of TD Cowen asked about the medium-term trajectory for gross margins given new consumption and AI dynamics. He also inquired about trends in the enterprise versus commercial customer bases, how cloud partnerships are impacting deal characteristics, and which parts of Domo's solution set are seeing the most traction with these partners. Finally, he asked about the balance between investing for growth versus expanding margins.

    Answer

    CFO Tod Crane projected that the non-GAAP subscription gross margin of 81.6% would remain stable in the near term with long-term potential for increases as the consumption model more closely ties revenue to cost. Crane also noted that partner-sourced leads are significantly weighted toward the enterprise, creating a key expansion opportunity. CEO Joshua James added that cloud partners value Domo's ability to 'hydrate their clouds' and extend data access to thousands of business users. Crane concluded that the company can continue investing in partnerships while achieving a 'slow and steady' margin expansion.

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    Jared Jungjohann's questions to Rimini Street (RMNI) leadership

    Jared Jungjohann's questions to Rimini Street (RMNI) leadership • Q4 2024

    Question

    Jared Jungjohann, on for Derrick Wood, inquired about the sources of the strong billings performance, the company's federal government exposure, and if further fine-tuning of the go-to-market strategy is expected.

    Answer

    CEO Seth Ravin attributed the billings strength to improved global execution, particularly in international regions, and noted that U.S. bookings were also up year-over-year. He clarified that while their security package is used by the U.S. Army, there was no specific 'Army deal' announced. He confirmed the company is investing in its federal sales capabilities and that the next phase of GTM evolution involves leveraging new partnerships and alliances to extend sales reach.

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