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Joshua Riley

Managing Director and Senior Analyst at Wolfe Research

Joshua Riley is a Managing Director and Senior Analyst at Wolfe Research, specializing in the coverage of internet and digital advertising companies. He provides in-depth analysis and research on major names such as Alphabet (Google), Meta Platforms (Facebook), Snap, and Pinterest, building a track record of accurate calls and delivering actionable insights for institutional investors. Riley joined Wolfe Research in 2021 after previously serving as an equity research analyst at firms including Goldman Sachs, where he focused on technology and internet sectors. He holds FINRA Series 7, 63, 86, and 87 licenses, and is recognized for his thorough analytical approach and sector expertise.

Joshua Riley's questions to Clear Secure (YOU) leadership

Question · Q3 2025

Joshua Riley asked about the moving parts influencing the small sequential decline in gross dollar retention, considering the recent price increase as a potential tailwind.

Answer

Caryn Seidman-Becker, CEO of Clear Secure, clarified that the 2023 price increases impact gross dollar retention over a 24-month period, with Q4 and Q5 having the greatest positive contribution. The 86.9% GDR was anticipated and in line with moderating impacts from 2023 pricing. She added that there's no material impact on retention from the July 1st price increases, and recent retention patterns are encouraging due to customer experience improvements.

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Joshua Riley's questions to Paycom Software (PAYC) leadership

Question · Q1 2025

Joshua Riley of Wolfe Research, via Ian Black, asked how gross retention is trending, considering the improvements in customer satisfaction (NPS) and the company lapping any churn related to the Beti transition.

Answer

CEO Chad Richison stated that Paycom reports retention annually but noted that rising Net Promoter Scores and increased product utilization are positive early indicators. He explained that these improvements are intended to have a positive impact on retention, which is reflected in the company's current results and future guidance.

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