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    Linda Lee

    Research Analyst at William Blair & Company

    Linda Lee is an analyst at William Blair & Company, focusing on equity research within the technology and AI-enabled sectors. She covers a range of emerging companies in data infrastructure, AI applications, and related technology verticals, consistently delivering thorough analysis and strategic insights for institutional investors. Linda began her career at William Blair, where she quickly progressed through increasingly senior roles based on her strong analytical performance; prior experience includes key research positions at other financial institutions. Her professional credentials include FINRA registration, holding Series 7 and 63 securities licenses, and recognition for her research expertise in technology-driven market segments.

    Linda Lee's questions to ON24 (ONTF) leadership

    Linda Lee's questions to ON24 (ONTF) leadership • Q1 2025

    Question

    Linda Lee of William Blair inquired about new CMO David Lee's action plans and their integration with the sales team. She also asked for an update on which industry verticals are performing best from a churn and down-sell perspective.

    Answer

    Executive Sharat Sharan detailed that the new marketing strategy, under CMO David Lee, is focused on a solutions-based, ROI-driven approach tailored to specific verticals like technology, financial services, and life sciences. This aligns with sales to improve pipeline generation, with early indicators showing improvement. On verticals, Sharan noted that life sciences and financial services now represent one-third of the business and exhibit higher gross retention rates. He cited a recent win with a major international financial services firm as proof of the strategy's success in diversifying the business and securing mission-critical use cases.

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    Linda Lee's questions to ON24 (ONTF) leadership • Q3 2024

    Question

    Linda Lee, on behalf of Arjun Bhatia, asked about the potential size of the customer win-back pool, the expected momentum for these clients, and the outlook for downsell and churn rates.

    Answer

    CEO Sharat Sharan stated that while it's hard to quantify the total win-back pool, he expects momentum to continue into 2025, particularly from the technology sector. CFO Steve Vattuone addressed churn, noting that in-period gross retention improved by high single digits year-over-year in Q3, marking the fourth consecutive quarter of better trends. He added that downsells were near a three-year best, and multiyear contracts reached an all-time high, indicating stabilization.

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