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    Jessica Wang

    Senior Research Associate in the Equity Research department at Raymond James & Associates, Inc.

    Jessica Wang is a Senior Research Associate in the Equity Research department at Raymond James & Associates, Inc., where she specializes in equity analysis and research support. She has spent four years at Raymond James, building expertise in processing, analyzing, and synthesizing large volumes of financial data for institutional clients. Beginning her tenure as an intern before advancing into her current research role, Jessica has demonstrated growth and commitment within the financial services industry. Her professional credentials and specific coverage areas are not publicly detailed, but her background highlights strong analytical skills and a focus on equity market research.

    Jessica Wang's questions to MeridianLink (MLNK) leadership

    Jessica Wang's questions to MeridianLink (MLNK) leadership • Q4 2024

    Question

    Jessica Wang, on for Alex Sklar, asked about the key drivers behind the improvement in Net Revenue Retention (NRR) and questioned whether customer churn is believed to have peaked.

    Answer

    Chief Financial Officer Elias Olmeta explained that the NRR improvement is driven by a combination of strong bookings, a high rate of ACV release, and the churn of very small customers, which has a positive mathematical effect on the metric. He views this trend as sustainable. On churn, Olmeta noted that consumer churn is at expected levels, while mortgage churn remains slightly elevated but is anticipated to diminish in 2025.

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    Jessica Wang's questions to MeridianLink (MLNK) leadership • Q3 2024

    Question

    Jessica Wang of Raymond James & Associates, Inc. asked for details on the key drivers of cross-selling success and inquired about the potential impact of increased M&A activity among financial institutions on MeridianLink's business.

    Answer

    President Larry Katz highlighted three primary cross-sell motions: expanding modules within consumer lending, the accelerating bidirectional cross-sell between consumer and mortgage platforms, and upselling data and analytics solutions. Regarding M&A, CEO Nicolaas Vlok anticipated more activity as rates decline, and Katz added that MeridianLink typically benefits from market consolidation as its larger, tech-focused clients are often the acquirers.

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    Jessica Wang's questions to Nerdy (NRDY) leadership

    Jessica Wang's questions to Nerdy (NRDY) leadership • Q4 2024

    Question

    Jessica Wang, on for Alex Sklar at Raymond James, asked for a ranking of the key drivers for returning to growth—ARPU versus active members—and sought clarification on whether future headcount efficiency would come from a stable headcount or natural attrition.

    Answer

    CEO Chuck Cohn identified accelerating retention as the primary growth driver, which, when combined with higher ARPU from price increases, creates a powerful dynamic for growth. Regarding headcount, he confirmed the strategy is to leverage natural attrition, stating the company will not backfill most roles and expects to become progressively more efficient. CFO Jason Pello added that the company can now scale without commensurate increases in variable headcount, and the recent fixed headcount reduction is complete.

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    Jessica Wang's questions to CHEGG (CHGG) leadership

    Jessica Wang's questions to CHEGG (CHGG) leadership • Q4 2024

    Question

    Jessica Wang, on for Brian Peterson, followed up on the institutional initiatives, asking what key factors institutions consider for a partnership and if they help build student awareness of Chegg's full value proposition beyond homework help.

    Answer

    CEO Nathan Schultz reiterated that the primary driver for institutions is improving student persistence and graduation rates. He confirmed that partnerships involve aligning Chegg's services with the institution's courses and student body, with the school helping to make students aware of the service. A key part of the partnership is working together to uphold the school's academic standards and honor codes.

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    Jessica Wang's questions to Paylocity Holding (PCTY) leadership

    Jessica Wang's questions to Paylocity Holding (PCTY) leadership • Q2 2025

    Question

    Jessica Wang, on for Brian Peterson of Raymond James, asked about Paylocity's plans for a new PEPY (per employee per year) target now that the $600 goal has been reached. She also inquired about how the company is prioritizing the Airbase integration against other new product development.

    Answer

    Executive Chairman Steven Beauchamp explained that while the focus remains on growing average revenue per customer, future pricing models for Office of the CFO products might differ from the traditional PEPM model. He also stated that Paylocity's scale allows it to balance R&D investments across the Airbase integration, new HCM products, AI innovation, and enhancements to existing products simultaneously.

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