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    John Gomes

    Managing Director and Senior Equity Analyst at Scotiabank

    John Gomes is a Managing Director and Senior Equity Analyst at Scotiabank, specializing in coverage of the Canadian financial sector with a particular focus on major banks and insurance companies. He regularly covers leading institutions such as Royal Bank of Canada, Toronto-Dominion Bank, and Manulife, and is recognized for his detailed research reports and market insights. Gomes began his career as a financial analyst in the late 1990s and has held roles at several major financial institutions before joining Scotiabank in 2010, steadily progressing into senior leadership. He is a CFA charterholder and maintains full IIROC registration, reflecting his strong professional credentials and industry recognition.

    John Gomes's questions to PagerDuty (PD) leadership

    John Gomes's questions to PagerDuty (PD) leadership • Q2 2025

    Question

    John Gomes, on for Nick Altmann, asked for the primary driver of longer deal cycles and for the underlying assumptions for SMB ARR performance in the second half of the year.

    Answer

    CEO Jennifer Tejada responded that she views longer sales cycles positively, as they result in larger, stickier, multi-product deals that strengthen the business long-term. CFO Howard Wilson addressed the SMB outlook, stating they expect the bulk of growth to come from enterprise and mid-market, with the SMB segment remaining a headwind in the second half, even with some signs of stabilization.

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