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    Jeff Silber • BMO Capital Markets

    Jeff Silber's questions to Stride Inc (LRN) leadership

    Jeff Silber's questions to Stride Inc (LRN) leadership • Q4 2025

    Question

    Jeff Silber of BMO Capital Markets inquired about the specific trends driving the strong Q1 FY26 enrollment growth forecast of 10-15% and asked for details on any significant new or lost contracts, referencing the recent situation in New Mexico.

    Answer

    CEO James Rhyu explained that the enrollment forecast is based on strong early funnel activity, particularly application volumes, which are a reliable indicator of demand. Regarding New Mexico, Rhyu framed the loss of one partner as a testament to Stride's franchise strength, as the company quickly secured new district partners and successfully migrated the vast majority of families to its new programs, preventing any negative impact.

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    Jeff Silber's questions to Gartner Inc (IT) leadership

    Jeff Silber's questions to Gartner Inc (IT) leadership • Q2 2025

    Question

    Jeff Silber inquired about the reasons for the declining number of client enterprises in both the GTS and GBS segments over the past few years.

    Answer

    EVP & CFO Craig Safian clarified that the primary driver for the decline in the total enterprise count is the higher-than-average churn rate among small tech vendors. Since each enterprise counts as one regardless of its spending level, this churn disproportionately affects the client enterprise metric.

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    Jeff Silber's questions to Coursera Inc (COUR) leadership

    Jeff Silber's questions to Coursera Inc (COUR) leadership • Q1 2025

    Question

    An analyst on behalf of Jeff Silber asked how to measure the success of product innovation externally, including conversion metrics, and about any potential impact from increased Department of Education scrutiny on higher ed.

    Answer

    CEO Gregory Hart responded that while specific conversion metrics are not disclosed, they expect initiatives to improve the rate of registered learners becoming paid learners. Regarding regulatory scrutiny, he positioned Coursera as a valuable partner for universities, providing a crucial revenue stream that can help them offset potential government funding challenges.

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    Jeff Silber's questions to Kindercare Learning Companies Inc (KLC) leadership

    Jeff Silber's questions to Kindercare Learning Companies Inc (KLC) leadership • Q3 2024

    Question

    Jeff Silber asked about the trajectory of tuition increases, questioning the path from the reported 6% to the long-term low single-digit target. He also inquired about the potential impact of immigration reform on staffing.

    Answer

    CFO Anthony Amandi clarified that the 6% tuition growth figure was inflated by the timing of registration fees moving into Q3 this year, which will not be a factor going forward. CEO Paul Thompson expressed confidence in the company's ability to attract staff regardless of potential immigration changes, citing the strength of their recruiting, benefits, and career development.

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

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

    Question

    Ryan Griffin, on behalf of Jeff Silber, asked about the Private Market Solutions initiative, inquiring how its products are positioned to win market share as the private credit space becomes more competitive.

    Answer

    Incoming President and CEO Martina Cheung described private markets as a transversal opportunity impacting multiple divisions. She cited strong products like iLEVEL in Market Intelligence and private market ratings in the Ratings division as key assets. She emphasized a disciplined investment approach to capitalize on the broad opportunity and deliver value to clients and shareholders.

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