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Kate Fitzsimons

Managing Director and Senior Equity Research Analyst at Piper Sandler & Co.

Kate Fitzsimons is a Managing Director and Senior Equity Research Analyst at Piper Sandler, specializing in coverage of leading brands in the athletic footwear and apparel sector. She regularly covers major companies such as Nike and Foot Locker, maintaining a strong track record with decisive investment calls, including a recent STRONG BUY rating on Nike and notable performance metrics recognized by institutional clients. Fitzsimons began her financial services career after completing her professional licensing and has held roles in investment analysis, joining Piper Sandler in a senior capacity where she has contributed to sector insights and investor relations. She holds active FINRA registrations, substantiating her credentials as a licensed securities professional.

Kate Fitzsimons's questions to AKAMAI TECHNOLOGIES (AKAM) leadership

Question · Q1 2025

Kate Fitzsimons, on for James Fish, asked whether the perceived weakness in the Security segment was more attributable to new customer acquisition or expansion within the existing customer base.

Answer

CFO Ed McGowan corrected the premise, stating there was no 'weakness' as the segment's performance was in line with internal expectations. He explained that since most revenue is recurring, in-quarter growth from new sales has a limited immediate impact. He concluded that the mix of new versus upsell revenue was typical for any given quarter.

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