Ken Wong • Oppenheimer & Co. Inc.

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CEO Aman Bhutani stated that GoDaddy is not seeing a negative impact at the top of the funnel, noting strong traffic and improved conversion. He affirmed that the strategic value of the domain is increasing, as the Arrow experience transforms a simple domain purchase into the starting point for a 'business in a box,' which is a tremendous advantage.

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CFO Lior Shemesh stated that while Base44 contributes to the outlook, the guidance raise was primarily driven by stronger-than-expected new cohort growth and would have occurred even without the acquisition. Co-Founder & CEO Avishai Abrahami added that Base44 will be operated as a separate entity for the foreseeable future because it serves a different user need (applications and prototypes) compared to the core Wix platform.

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President Harley Finkelstein explained that while it's too early to determine if agentic commerce is a net new channel or a shift, Shopify is preparing to be at the center of it regardless. He compared this strategy to the company's early integrations with social and video platforms, emphasizing that Shopify's core DNA is to partner and ensure its merchants are present wherever commerce happens.

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President Harley Finkelstein explained the partnership is about providing merchant optionality by integrating PayPal wallet transactions into the Shopify Admin. CFO Jeff Hoffmeister added that for these transactions, Shopify will move to gross revenue recognition, resulting in a revenue uplift and incremental gross profit dollars, though it will be a headwind to gross margin percentage, with the impact being more of a 2025 phenomenon.

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CEO Craig Courtemanche stated that BABA rarely comes up in customer conversations, as clients are focused on business optimization and have built-in resilience. CFO Howard Fu described the 'good, better, best' packaging pilots as very early-stage initiatives with a small customer set, aimed at streamlining sales rather than impacting current performance.

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President & CEO Lynn Moore responded that they are not hearing such concerns from clients. He noted that state budgets are relatively stable after being elevated for several years. Furthermore, he clarified that less than 15% of their state-level business is funded by state expenditures, with the majority being transaction-based, thus limiting the potential impact from this act.

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President and CEO Neil Barua adhered to company policy by not commenting on market speculation. However, he stated that as a strategic leader in its space, it is not surprising for PTC to be part of industry consolidation discussions. He affirmed that the company's primary focus remains on execution and creating strategic value for its customers and shareholders.

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CEO Neil Barua responded that the company is not expecting disruption and has taken significant measures to prevent it. However, he clarified that the guidance was set conservatively to provide room in case any short-term friction arises from the transition, emphasizing it was not an attempt to artificially engineer a beat-and-raise cadence.

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President and CEO Neil Hunn assessed the bill's impact on healthcare and K-12/higher education as 'neutral' to 'neutral-ish,' noting offsetting factors and the resilience of their products. EVP & CFO Jason Conley added specifics on Central Reach. Regarding Aderant, Hunn attributed its outperformance to its clear market share leadership in the 'business of law,' a strong technology halo from its AI-enabled products, and the ongoing move to the cloud by large law firms.

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President and CEO Neil Hunn responded that after intense review, they have not seen clear evidence of sales cycles pushing to the right elsewhere, citing strong bookings at Aderant and Strata. EVP and CFO Jason Conley added that the company has natural countermeasures, as decentralized business leaders are incentivized to manage investment pacing prudently and variable compensation is tied to growth, which helps preserve margins.

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CEO Mike Rosenbaum attributed low attrition to a core focus on customer success, while President & CRO John Mullen credited the maturing cloud operations team. On investments, CFO Jeff Cooper stated that the company is appropriately resourced and can address market opportunities while maintaining its long-term financial targets without a major shift in investment posture.

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CEO Mike Rosenbaum attributed low attrition to a deep focus on customer success, while President John Mullen highlighted the maturity of cloud operations. CFO Jeff Cooper noted that while investment will continue, the company is well-resourced and confident in its ability to meet long-term targets within its current investment framework.

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CEO Peter Gassner expressed excitement for the horizontal CRM market, noting the team hopes to have its first customers by year-end and will focus on product excellence and customer success, likely targeting large enterprises. EVP, Strategy, Paul Shawah attributed the commercial strength primarily to Crossix, where product investments are paying off, and noted stable performance in other areas like CRM and momentum in Data Cloud.

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EVP of Strategy Paul Shawah confirmed significant customer excitement for MLR Bot, which will be a licensed add-on to PromoMats, with pricing details still being finalized. CFO Brian Van Wagener attributed the services beat to several projects progressing faster than expected and noted that earlier challenges with subcontractor revenue have now stabilized.

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