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    John (Analyst) • Unknown Organization

    John (Analyst)'s questions to GoDaddy Inc (GDDY) leadership

    John (Analyst)'s questions to GoDaddy Inc (GDDY) leadership • Q3 2024

    Question

    John, on for Brent Thill, asked how the international response to Airo has differed from the U.S. and questioned if the 2026 normalized EBITDA margin target of 33% is now too conservative given recent outperformance.

    Answer

    CEO Aman Bhutani stated it was too early for detailed international feedback but they expect similar performance in major English-speaking markets. CFO Mark McCaffrey defended the 33% margin target, explaining that some recent benefits, like from restructuring, were front-loaded. He reaffirmed confidence in the 2026 target, driven by the key initiatives of A&C growth, infrastructure simplification, and global talent acquisition.

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    John (Analyst)'s questions to Profound Medical Corp (PROF) leadership

    John (Analyst)'s questions to Profound Medical Corp (PROF) leadership • Q1 2024

    Question

    An analyst, John, questioned the significant ramp-up in recurring revenue implied by the full-year guidance despite modest Q1 growth, asking for the key drivers. He also inquired about the evolution of Profound's business model towards capital sales and how discussions with CMS might be influencing this strategy.

    Answer

    CEO Arun Menawat explained that the Q1 recurring revenue was impacted by inventory leveling at new sites installed in late 2023 and early 2024, and he expressed confidence in the full-year guidance due to increasing system utilization. He confirmed a shift to a hybrid business model, projecting a 70-30 mix of recurring to capital revenue, while maintaining a primary focus on recurring revenue and targeting gross margins above 70% over time.

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