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    Kirk Materne • Evercore ISI

    Kirk Materne's questions to EverCommerce Inc (EVCM) leadership

    Kirk Materne's questions to EverCommerce Inc (EVCM) leadership • Q2 2025

    Question

    Bill, on behalf of Kirk Materne from Evercore ISI, asked about the embedded AI functionalities that could enhance customer experience and inquired about the potential tax implications of the 'One Big Beautiful bill'.

    Answer

    President Matt Feierstein detailed existing AI-powered features in marketing and customer experience, noting AI is a core part of future roadmaps. EverHealth CEO Evan Berlin added that upcoming AI features like AmbientScribe aim to improve customer efficiency. Regarding the tax bill, CFO Ryan Siurek stated that analysis is ongoing but they anticipate some benefits from changes to interest deductibility limitations.

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    Kirk Materne's questions to Blackbaud Inc (BLKB) leadership

    Kirk Materne's questions to Blackbaud Inc (BLKB) leadership • Q2 2025

    Question

    Kirk Materne from Evercore ISI asked about the company's strategy for upselling and cross-selling to the first cohort of customers whose three-year contracts are set to renew starting next year. He also sought to understand the potential magnitude of cash tax benefits from recent tax legislation.

    Answer

    President, CEO & Vice Chairman Mike Gianoni clarified that upselling is an ongoing activity managed by a dedicated sales team and is not limited to the renewal period. EVP & CFO Chad Anderson described the expected cash tax benefit as 'very favorable' and 'meaningful,' primarily due to the repeal of Section 174 R&D amortization, with more specific guidance to come. Mike Gianoni added this benefit, along with non-recurring cash uses, points to an 'outstanding' cash flow outlook for 2026.

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    Kirk Materne's questions to Adobe Inc (ADBE) leadership

    Kirk Materne's questions to Adobe Inc (ADBE) leadership • Q2 2025

    Question

    Kirk Materne from Evercore ISI inquired about the initial market reaction to the new Creative Cloud Pro offering and the company's revenue expectations from these changes in the second half of the year.

    Answer

    David Wadhwani, President of Digital Media, outlined the strategy of expanding offerings for different user segments, positioning CC Pro as a higher-value plan for professionals. CFO Dan Durn highlighted that core creative subscription revenue growth accelerated to 10.1% YoY, up from 7.9% a year ago. CEO Shantanu Narayen added that the full impact is yet to come as changes roll out upon customer renewal, but initial feedback has been positive.

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    Kirk Materne's questions to Samsara Inc (IOT) leadership

    Kirk Materne's questions to Samsara Inc (IOT) leadership • Q1 2026

    Question

    Kirk Materne of Evercore ISI asked about the role AI is playing in customer conversations and whether it's becoming a more significant part of the sales process. He also requested an update on pipeline visibility for the remainder of the fiscal year.

    Answer

    Co-Founder and CEO Sanjit Biswas stated that while customers are very interested in AI, their focus is on clear and fast ROI, which Samsara demonstrates through its safety and efficiency solutions. Chief Financial Officer Dominic Phillips added that the company feels good about its record pipeline, which reflects strong customer demand, but acknowledged that near-term macro uncertainty creates timing risks for deal closures.

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    Kirk Materne's questions to DocuSign Inc (DOCU) leadership

    Kirk Materne's questions to DocuSign Inc (DOCU) leadership • Q1 2026

    Question

    Kirk Materne from Evercore ISI asked for an expansion on the role of GSI partners and their potential to be a source of net new ACV. He also asked for a reminder of the drivers behind the Q1 operating margin upside relative to guidance.

    Answer

    CEO Allan Thygesen stated that while GSI partnerships are currently immature, they are a top priority for unlocking enterprise potential with IAM, and there is strong inbound interest. CFO Blake Grayson explained that the operating margin outperformance was primarily driven by revenue beating expectations, with a smaller contribution from a slight timing shift in cloud migration costs from Q1 to later in the year.

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    Kirk Materne's questions to UiPath Inc (PATH) leadership

    Kirk Materne's questions to UiPath Inc (PATH) leadership • Q1 2026

    Question

    Speaking on behalf of Kirk Materne, an analyst asked about the economic model for partnerships like those with Google Cloud and Microsoft Copilot Studio, and inquired about the potential for developing more industry-specific vertical solutions.

    Answer

    Founder & CEO Daniel Dines clarified that the goal is to build a horizontal platform that enables vertical solutions, citing the PEAK acquisition for retail and the GCP partnership for a healthcare agent as examples. He described the Microsoft integration as a broader, horizontal collaboration enabling customers to use Microsoft Copilot agents with UiPath robots, reinforcing UiPath's open platform strategy.

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    Kirk Materne's questions to CCC Intelligent Solutions Holdings Inc (CCCS) leadership

    Kirk Materne's questions to CCC Intelligent Solutions Holdings Inc (CCCS) leadership • Q1 2025

    Question

    An analyst on behalf of Kirk Materne asked about the potential impact of tariffs on the parts supplier business and inquired about the efficiency gains and learning curve associated with the new Medhub solution.

    Answer

    CEO Githesh Ramamurthy stated that tariffs have a minimal direct impact on CCCS's subscription-based model but have increased customer demand for its data and insights. He also explained that Medhub can deliver significant ROI, with low single-digit point impacts on combined ratios and efficiency gains of over 20% for customers.

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    Kirk Materne's questions to AvePoint Inc (AVPT) leadership

    Kirk Materne's questions to AvePoint Inc (AVPT) leadership • Q4 2024

    Question

    On behalf of Kirk Materne, Chirag Ved asked about the progress of enterprise AI adoption compared to a year ago and inquired about revenue and ARR seasonality for the upcoming fiscal year.

    Answer

    CEO Tianyi Jiang noted that while AI is more accessible, enterprise rollout still depends on data quality, governance, and security, placing the industry in the early innings of deployment. CFO James Caci advised that revenue seasonality in 2025 should be similar to 2024, while ARR seasonality will likely see the second half stronger than the first, with Q1 being the lowest quarter.

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    Kirk Materne's questions to Veeva Systems Inc (VEEV) leadership

    Kirk Materne's questions to Veeva Systems Inc (VEEV) leadership • Q3 2025

    Question

    Speaking for Kirk Materne, William McNamara asked about the specific factors driving the strong performance of Veeva Crossix within the commercial business.

    Answer

    CEO Peter Gassner attributed Crossix's success to strong execution, product innovation in areas like micro-audiences, a growing data network, and competitors stumbling. He emphasized that Crossix is one of several strong performers in the commercial segment, alongside CRM, Commercial Content, and Compass.

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    Kirk Materne's questions to Veeva Systems Inc (VEEV) leadership • Q2 2025

    Question

    Speaking on behalf of Kirk Materne, Bill from Evercore ISI asked about the implementation process for the Vault Direct Data API and how seamless it is for customers to begin using.

    Answer

    CEO Peter Gassner explained that the Vault Direct Data API is a purchased product. Once a customer buys it, there is 'no implementation' required; the service is simply turned on. The customer's effort is then focused on learning how to best utilize the new, powerful API for their specific use cases.

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