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    Kiran Sritharan • Eight Capital

    Kiran Sritharan's questions to Docebo Inc (DCBO) leadership

    Kiran Sritharan's questions to Docebo Inc (DCBO) leadership • Q4 2024

    Question

    Kiran Sritharan of TD Cowen asked about the expected contribution to 2025 ARR growth from new logos versus existing customers. He also questioned if the Agentic AI opportunity is included in the current TAM and how the company is staffed to develop it.

    Answer

    Interim CFO Brandon Farber reiterated that the company does not provide forward-looking NER but expects it to inflect up after Q1 2025 as rightsized customers begin to grow again. CEO Alessio Artuffo explained that while the Agentic AI strategy is nascent, the company is staffed with specialized talent from the Edugo acquisition and will continue to invest in AI engineering and product leaders to execute its vision.

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    Kiran Sritharan's questions to Healwell Al Inc (HWAIF) leadership

    Kiran Sritharan's questions to Healwell Al Inc (HWAIF) leadership • Q3 2024

    Question

    Kiran Sritharan, on for Adhir Kadve, asked if achieving the $100 million revenue run rate depends on a single large transaction, how the profitability goal influences M&A targets, and about recent developments at Pentavere driving its market recognition.

    Answer

    CEO Alexander Dobranowski explained they are evaluating a spectrum of M&A opportunities, including larger ones, while prioritizing targets that are EBITDA and cash flow positive to support the 2025 profitability goal. He attributed Pentavere's recent success to its integration into Healwell, which provided crucial access to the scale, data, and provider network of WELL Health.

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