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    Joseph Hickey

    Senior Analyst at UBS

    Joseph Hickey is a Senior Analyst at Second Alpha Partners, where he focuses on deal sourcing, execution, portfolio management, and fundraising activities across the technology and financial services sectors. He previously worked as an Investment Banking Analyst at Financial Technology Partners, covering transactions for companies in payments, insurance technology, and e-commerce, and started his career as an intern at Corner Capital Partners. Since joining Second Alpha in March 2023, Hickey has contributed to several major deals and brings a strong foundation in fintech M&A. He holds a Bachelor of Arts in Economics from the University of California, Santa Barbara, and is recognized for his analytical rigor and transaction expertise.

    Joseph Hickey's questions to Nutanix (NTNX) leadership

    Joseph Hickey's questions to Nutanix (NTNX) leadership • Q2 2025

    Question

    Joseph Hickey of UBS asked about the potential for new customer additions to accelerate with increased R&D and the launch of PowerFlex support, and whether there are divergent expansion trends between newly acquired customers and the legacy customer base.

    Answer

    CEO Rajiv Ramaswami noted that while new offerings like PowerFlex support expand the market, the initial deal size may be smaller than a full HCI conversion. CFO Rukmini Sivaraman added that new logo growth comparisons become more challenging in Q4. She stated there is no significant divergence in expansion trends, as the typical model is to land with a small footprint in large customers and grow over time, regardless of their origin.

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    Joseph Hickey's questions to JFrog (FROG) leadership

    Joseph Hickey's questions to JFrog (FROG) leadership • Q3 2024

    Question

    Joseph Hickey asked for color on monthly cloud customers and their usage patterns, and also inquired about the factors supporting the reiterated net dollar retention guidance for the full year.

    Answer

    CEO Shlomi Haim explained the strategy is to incentivize monthly cloud users to convert to annual contracts to reduce volatility. CFO Ed Grabscheid added that monthly customers now represent about 20% of cloud revenue and their contribution is expected to decline. Regarding net dollar retention, he confirmed the mid-teens guidance reflects the company's overall conservative outlook.

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    Joseph Hickey's questions to DigitalOcean Holdings (DOCN) leadership

    Joseph Hickey's questions to DigitalOcean Holdings (DOCN) leadership • Q3 2024

    Question

    Joseph Hickey asked about the spending expansion patterns of existing AI customers and whether the company is currently supply-constrained for its generally available H100 GPU instances.

    Answer

    CFO Matt Steinfort confirmed they see healthy spending expansion from initial AI customers, not just customer rotation. CEO Paddy Srinivasan added that many AI customers are ISVs, so their spend grows as their own businesses grow. Regarding supply, Matt Steinfort stated they have been able to order and receive enough GPU capacity to meet demand and that supply is not currently a constraint on growth.

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