Sign in

    Kylie Towbin • Citigroup Inc.

    Kylie Towbin's questions to Weave Communications Inc (WEAV) leadership

    Kylie Towbin's questions to Weave Communications Inc (WEAV) leadership • Q2 2025

    Question

    Kylie Towbin, on for Tyler Radke, noted the reacceleration in billings and asked about its expected trajectory relative to revenue growth, given the expansion into mid-market and new verticals. She also inquired about the potential for future price increases and the adoption progress of the Call Intelligence feature.

    Answer

    CFO Jason Christensen clarified that while he doesn't provide specific billings guidance, the Q2 increase in deferred revenue was driven by a large cohort of annual-paying customers. He stated that price increases are continually evaluated on a cohort basis, particularly for 2026. Regarding Call Intelligence, he said it continues to be a positive contributor, with ongoing work to integrate it into more customer workflows to help surface missed revenue opportunities.

    Ask Fintool Equity Research AI

    Kylie Towbin's questions to Weave Communications Inc (WEAV) leadership • Q4 2024

    Question

    Kylie Towbin, on for Tyler Radke, asked for directional comments on Net Revenue Retention (NRR) trends for fiscal year 2025. She also inquired about demand trends during the quarter and the drivers behind the revenue upside and management's increased confidence.

    Answer

    CFO Alan Taylor stated that NRR will be supported by payments adoption and product upsells. CEO Brett White clarified that NRR is measured on a per-location basis, not by logo, which impacts how multi-location client growth is reflected. Regarding demand, White described it as 'terrific' in Q4, attributing his increased confidence to the successful execution of the 2024 strategic plan, which has yielded multiple new growth vectors.

    Ask Fintool Equity Research AI

    Kylie Towbin's questions to ServiceNow Inc (NOW) leadership

    Kylie Towbin's questions to ServiceNow Inc (NOW) leadership • Q1 2025

    Question

    Kylie Towbin of Citigroup Inc., on for Tyler Radke, asked about the expected adoption path for Pro Plus SKUs throughout the year and how this initiative ranks among the company's key growth drivers through 2026.

    Answer

    President, CPO and COO Amit Zavery noted that Pro Plus adoption is accelerating, driven by new agentic AI capabilities in the Yokohama release, and expects this growth to continue. President and CFO Gina Mastantuono added that while Now Assist is a key growth lever, it is one of many, with core workflows, CRM, Creator, and Security & Risk all contributing significantly to the company's 20%+ CAGR target.

    Ask Fintool Equity Research AI

    Kylie Towbin's questions to DocuSign Inc (DOCU) leadership

    Kylie Towbin's questions to DocuSign Inc (DOCU) leadership • Q2 2025

    Question

    Kylie Towbin, on behalf of Tyler Radke at Citigroup Inc., questioned the discrepancy between the full-year revenue guide being raised more significantly than the billings guide. She asked if changes in contract terms were a factor and if there were any seasonal changes affecting the guidance.

    Answer

    CFO Blake Grayson clarified that the Q2 revenue beat was driven by the timing of bookings, with some large deals closing earlier in the quarter than anticipated. The full-year revenue guide was raised to reflect this tailwind flowing into the second half. He stated this was not due to seasonality or fundamental business changes, but rather the inherent sensitivity of billings to contract timing.

    Ask Fintool Equity Research AI