Sign in

    John Gomez • Scotiabank

    John Gomez's questions to PagerDuty Inc (PD) leadership

    John Gomez's questions to PagerDuty Inc (PD) leadership • Q1 2026

    Question

    John Gomez of Scotiabank asked about the biggest lever for reaccelerating ARR growth back to double digits, questioning the role of gross expansion versus retention. He also asked how the mix of net new ARR from expansion versus new customers is expected to trend.

    Answer

    CEO Jennifer Tejada identified the primary lever for growth as retaining and expanding strategic enterprise customers by ensuring they achieve value realization. She emphasized the tremendous untapped white space within the existing customer base, indicating that while new lands are important, the core focus is on growing the largest accounts.

    Ask Fintool Equity Research AI

    John Gomez's questions to nCino Inc (NCNO) leadership

    John Gomez's questions to nCino Inc (NCNO) leadership • Q2 2025

    Question

    John Gomez, on for Nick Altmann, asked about changes in the pipeline mix between retail and commercial lending and whether net new customers are engaging in more multi-product discussions upfront.

    Answer

    CFO Greg Orenstein stated that the pipeline mix continues to trend towards non-commercial solutions, which now represent high-50s to 60% of the total pipeline. He noted that multi-product discussions with new customers are more common in the U.S., particularly in the community and regional bank segment, reflecting the maturity of products like consumer lending and deposit account opening.

    Ask Fintool Equity Research AI