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    Jared Osteen

    Research Analyst at ROTH Capital Partners

    Jared Osteen is an Equity Research Associate at ROTH Capital Partners, specializing in coverage of technology and platform-driven companies such as Upwork and ZSPC. He has contributed to research efforts supporting senior analysts on a range of US and international firms, providing insightful earnings analysis and engaging directly with management on quarterly performance. Osteen joined ROTH Capital Partners after acquiring industry experience and holds professional securities credentials as verified by FINRA. His track record demonstrates a keen analytical approach and ongoing involvement in high-profile equity research projects since entering the space.

    Jared Osteen's questions to UPWORK (UPWK) leadership

    Jared Osteen's questions to UPWORK (UPWK) leadership • Q2 2025

    Question

    Jared Osteen, on behalf of Rohit Kulkarni, asked about the substantial growth in the Business Plus offering, seeking to understand the evolution of how new customers are using the platform and the behavior of more mature client cohorts.

    Answer

    President and CEO Hayden Brown explained that Business Plus is successfully meeting a market need for larger SMBs, noting these clients convert faster and spend more. She highlighted that 35% of Business Plus clients in Q2 were new to Upwork, demonstrating its broad appeal. CFO Erica Gessert added that overall active client retention remains strong, with retained client spend growing 2% year-over-year, underscoring platform health.

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    Jared Osteen's questions to zSpace (ZSPC) leadership

    Jared Osteen's questions to zSpace (ZSPC) leadership • Q1 2025

    Question

    Jared Osteen, on for Rohit Kulkarni, asked about the integration progress of the BlocksCAD and Second Avenue acquisitions, future M&A plans, customer feedback on the new 'Imagine' product for elementary schools, and high-growth sectors within the CTE market.

    Answer

    CEO Paul Kellenberger reported that BlocksCAD is fully integrated, while the Second Avenue integration is progressing well, with its team developing a new Career Explorer product for a back-to-school launch. He noted that initial feedback for the 'Imagine' product is very positive and that the company continues to evaluate future M&A. For CTE, he highlighted strong adoption in advanced manufacturing, AI, and robotics, where funding continues to flow freely.

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