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    Kevin Kumar • Goldman Sachs

    Kevin Kumar's questions to Akamai Technologies Inc (AKAM) leadership

    Kevin Kumar's questions to Akamai Technologies Inc (AKAM) leadership • Q1 2025

    Question

    Kevin Kumar, on for Madeline Brooks, asked about the drivers of the current Compute growth rate, what is needed to accelerate it to the long-term 20% target, and the confidence level in the 10% Security growth guidance for the year.

    Answer

    CEO Dr. Tom Leighton stated that the key driver for Compute is Cloud Infrastructure Services (CIS), which is expected to grow ARR by 40-45% this year, and its increasing scale will lift the overall segment's growth. He expressed confidence in the 10% security growth based on strong demand for market-leading segmentation and API security solutions. CFO Ed McGowan added that the recurring revenue nature of the security business provides high visibility.

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    Kevin Kumar's questions to Guidewire Software Inc (GWRE) leadership

    Kevin Kumar's questions to Guidewire Software Inc (GWRE) leadership • Q4 2024

    Question

    Kevin Kumar inquired about the momentum of on-premise customer migration activity and asked how premium true-ups from CPI and DWP are impacting the broader financial model.

    Answer

    CEO Mike Rosenbaum described migration momentum as 'steadily building,' driven by the platform's proven reliability, making a move to the cloud a question of 'when,' not 'if.' CFO Jeff Cooper explained that true-ups added a couple of percentage points to ARR growth, above typical levels, with the absolute dollar impact being balanced between the on-prem and cloud installed bases.

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    Kevin Kumar's questions to Docebo Inc (DCBO) leadership

    Kevin Kumar's questions to Docebo Inc (DCBO) leadership • Q2 2024

    Question

    Kevin Kumar from Goldman Sachs requested more detail on the Dayforce partnership's impact on the financial model, its current size, and the expected short-to-medium-term revenue contribution following the recent legal settlement.

    Answer

    CFO Sukaran Mehta stated that the terms of the Dayforce settlement are confidential but the primary goals were protecting IP, ensuring revenue continuity, and preserving the partnership. He noted that any 2024 impact is embedded in current guidance and that the company is focused on diversifying its channel revenue through partners like Deloitte, EY, and others to reduce reliance on any single partner.

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    Kevin Kumar's questions to Sapiens International Corporation NV (SPNS) leadership

    Kevin Kumar's questions to Sapiens International Corporation NV (SPNS) leadership • Q2 2024

    Question

    Kevin Kumar asked about the trend of declining pre-production revenue versus strong software and post-production revenue, and how new sales and marketing resources are being allocated across market segments.

    Answer

    CFO Roni Giladi explained the revenue mix shift is a direct result of the company's strategic move to a subscription model, which reclassifies implementation and service revenue into the subscription line. He also noted a delay in new logo signings in H1 is expected to be mitigated by progress in Q3. CEO Roni Al-Dor stated that the primary investments in sales and marketing have already been made, focusing on North America and Europe, including hiring dedicated SI alliance managers in both regions.

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