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    Jeff Meuler

    Senior Research Analyst at Robert W. Baird & Co.

    Jeffrey P. Meuler is a Senior Research Analyst at Robert W. Baird & Co. specializing in Information & Education Solutions, where he covers companies such as NIQ Global Intelligence, McGraw Hill, KinderCare Learning Companies, Moody's, Equifax, and CoStar Group. He has earned recognition from StarMine Analyst Awards by Refinitiv, including the No. 1 earnings estimator for Professional Services in 2019 and 2016, and top-three rankings in additional years, reflecting a strong performance track record. Meuler has been with Baird since 2005, following prior experience at Guaranty Bank, and holds a BBA in Accounting & Information Systems, Finance, Investment and Banking, and Risk Management and Insurance from the University of Wisconsin. He is a CFA charterholder, underscoring his commitment to rigorous professional ethics and analytical expertise.

    Jeff Meuler's questions to Udemy (UDMY) leadership

    Jeff Meuler's questions to Udemy (UDMY) leadership • Q1 2025

    Question

    Jeff Meuler from Baird asked about the company's partnership strategy, particularly regarding opportunities with HCM SaaS providers and other historically underexploited partner categories.

    Answer

    CEO Hugo Sarrazin described his vision for an expansive partner ecosystem that includes HCM providers but also extends to a rich network of 'sell through' and 'sell with' partners. He sees this as a significant, largely untapped opportunity to increase platform stickiness and value. However, he cautioned that building this ecosystem will take time, with material impact not expected until 2026 or later.

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    Jeff Meuler's questions to FAIR ISAAC (FICO) leadership

    Jeff Meuler's questions to FAIR ISAAC (FICO) leadership • Q1 2025

    Question

    Asked about the typical lag time between ACV bookings and ARR recognition and for clarification on the foreign exchange impact on platform ARR.

    Answer

    There is typically a 6 to 12-month lag between when a deal is booked and when it is implemented and begins generating ARR. The 3% foreign exchange headwind on platform ARR was a year-over-year impact on a constant currency basis.

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    Jeff Meuler's questions to KinderCare Learning Companies (KLC) leadership

    Jeff Meuler's questions to KinderCare Learning Companies (KLC) leadership • Q3 2024

    Question

    Jeff Meuler questioned the reason for the growth deceleration in the Champions program and asked for clarification on a $4 million reserve adjustment mentioned by management.

    Answer

    CEO Paul Thompson stated there were no specific unusual factors for Champions and reiterated confidence in its long-term double-digit growth potential. CFO Anthony Amandi explained the $4 million reserve adjustment was not operationally related but a matter of timing, with some adjustments expected in Q4 occurring in Q3.

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    Jeff Meuler's questions to S&P Global (SPGI) leadership

    Jeff Meuler's questions to S&P Global (SPGI) leadership • Q3 2024

    Question

    Jeff Meuler asked for clarification on the Mobility segment's revenue guidance, which was trimmed at the high end for a second consecutive quarter, questioning if recall activity remains the primary headwind.

    Answer

    Interim CFO Christopher Craig confirmed that the segment's core subscription business is performing very well, with low double-digit growth. He stated that the primary headwind continues to be lower transactional revenue from the recall business. He noted this will create an easier year-over-year comparison for the segment in 2025.

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