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    Johnathan McCary • Raymond James

    Johnathan McCary's questions to OneStream Inc (OS) leadership

    Johnathan McCary's questions to OneStream Inc (OS) leadership • Q2 2025

    Question

    Johnathan McCary, on for Brian Peterson, asked about the impact of foreign exchange rates on revenue and billings and what FX assumptions are included in the guidance.

    Answer

    CFO Bill Koefoed explained that the strong dollar in late 2024 created a headwind for 2025 revenue recognition. He noted that the dollar has weakened recently. If current, more favorable rates hold through Q4, it would create a tailwind for revenue recognized in fiscal 2026 from billings made at the end of 2025.

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    Johnathan McCary's questions to Paylocity Holding Corp (PCTY) leadership

    Johnathan McCary's questions to Paylocity Holding Corp (PCTY) leadership • Q4 2025

    Question

    Johnathan McCary of Raymond James inquired about the company's appetite for M&A now that the initial Airbase integration is underway and whether there are new strategic product areas of interest.

    Answer

    President, CEO & Director Toby Williams stated that the company's M&A strategy remains consistent: to be open to acquisitions that accelerate the product roadmap. He emphasized a high bar for any potential deal, requiring tight integration to ensure an acquired product feels native to the Paylocity platform.

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    Johnathan McCary's questions to Intapp Inc (INTA) leadership

    Johnathan McCary's questions to Intapp Inc (INTA) leadership • Q3 2025

    Question

    Johnathan McCary from Raymond James asked about the demand generation impact from the Intapp Amplify product event, seeking quantification of pipeline build or customer re-engagement beyond the number of attendees.

    Answer

    John Hall, Chairman and CEO, described the event as a success with tremendous turnout and enthusiasm for new products, particularly the AI-driven Intapp Assist origination capability and the next-generation Intapp Time. He confirmed a strong pipeline response and noted there was a 'line out the door' for demos, indicating significant client engagement.

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    Johnathan McCary's questions to Waystar Holding Corp (WAY) leadership

    Johnathan McCary's questions to Waystar Holding Corp (WAY) leadership • Q4 2024

    Question

    Johnathan McCary asked if traction with larger, more complex health systems has increased and if deals over $100,000 are becoming a larger portion of the pipeline.

    Answer

    CEO Matt Hawkins confirmed strong momentum with both large health systems and ambulatory clients, stating that the pipeline entering 2025 is stronger than it was at the start of 2024. While not providing specific pipeline composition details, he noted that strong client satisfaction scores and a library of case studies are effectively supporting go-to-market efforts across all segments.

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