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    Lucas John Horton • Compass Point Research & Trading, LLC

    Lucas John Horton's questions to Similarweb Ltd (SMWB) leadership

    Lucas John Horton's questions to Similarweb Ltd (SMWB) leadership • Q1 2025

    Question

    Lucas John Horton asked about the timeline for new sales hires to demonstrate results and the levers the company could pull to improve profitability if investments don't perform as expected. He also sought to confirm the FX headwind assumption in the 2025 outlook.

    Answer

    CFO Jason Schwartz stated the company is encouraged by early signs of productivity and expects 80% of new hires to be ramped by Q3. He referenced past actions, like reducing sales and marketing spend from 66% to under 50% of revenue, as proof of their ability to rapidly improve profitability if needed. He also confirmed that FX assumptions in the guidance remain unchanged.

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    Lucas John Horton's questions to SEMrush Holdings Inc (SEMR) leadership

    Lucas John Horton's questions to SEMrush Holdings Inc (SEMR) leadership • Q1 2025

    Question

    Lucas John Horton inquired about business trends in April, the pricing and packaging strategy for the new AIO solution, and whether a lower-end version would be available for smaller customers.

    Answer

    CFO Brian Mulroy stated they are not yet seeing any direct impact from macro uncertainty. CEO William Wagner explained that the AIO solution will be sold as both an add-on and a standalone enterprise product. He clarified that the AI Toolkit, starting at $99, serves as the entry-level offering for smaller businesses and has been one of the fastest-growing products in company history.

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    Lucas John Horton's questions to SEMrush Holdings Inc (SEMR) leadership • Q4 2024

    Question

    Lucas John Horton of Northland Capital Markets asked for details on the new AI Optimization (AIO) offering, including its packaging and pricing strategy. He also inquired about the drivers behind the strong enterprise deal momentum in December and the mix of new versus existing customers for the enterprise solution.

    Answer

    CFO Brian Mulroy explained that AIO pricing is in a testing phase, with an initial product priced at $99/month and an enterprise version coming in H1 2025. He attributed the strong Q4 enterprise momentum to maturing investments in product and sales. He also revealed the enterprise customer mix is 60% existing upgrades and 40% new logos, with upgrades driving a significant ARR increase from ~$10k to over $62k on average.

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    Lucas John Horton's questions to OppFi Inc (OPFI) leadership

    Lucas John Horton's questions to OppFi Inc (OPFI) leadership • Q1 2025

    Question

    Lucas John Horton, on for Mike Grondahl, asked how the second quarter was tracking so far, particularly in April, and what one or two things management is most excited about for the remainder of the year.

    Answer

    CEO Todd Schwartz stated that the positive momentum from Q1 has continued into Q2, with the company on track for significant growth in 2025 by unlocking more marketing channels and effectively targeting lower-risk segments. For the rest of the year, he expressed excitement about executing 'Phase 2' of the company's vision: becoming a multiproduct digital financial platform, unlocking the full earnings potential of the business, and continuing to be a leader in the alternative financial services space.

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    Lucas John Horton's questions to OppFi Inc (OPFI) leadership • Q3 2024

    Question

    Lucas John Horton of Compass Point Research & Trading, LLC inquired about the drivers behind the year-over-year improvement in yields, the company's top priorities for 2025, and the future capital allocation strategy concerning dividends and share repurchases.

    Answer

    Executive Chairman and CEO Todd Schwartz attributed the yield increase to a combination of better credit performance, the retirement of lower risk-based pricing initiatives from the previous year, and new pricing tests. For 2025, he highlighted a focus on growth by finding new volume through different segments and marketing channels, alongside enhancing operational efficiency with AI tools. Regarding capital allocation, Schwartz stated the company is always seeking the highest and best use for its cash, with a special dividend being a consideration for the next year, while also holding capital for strategic M&A opportunities.

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    Lucas John Horton's questions to Mitek Systems Inc (MITK) leadership

    Lucas John Horton's questions to Mitek Systems Inc (MITK) leadership • Q2 2025

    Question

    Lucas John Horton, on for Mike Grondahl, asked for a way to quantify the cycle time improvements from the new modernized document onboarding system and inquired about the expected future trend of the SaaS revenue mix.

    Answer

    CEO Edward West described the improvement in document onboarding cycle times as a "meaningful acceleration" that reduces manual work and improves customer experience, noting it has launched in the U.S. and will expand to Europe. Regarding SaaS revenue, West reiterated the goal for it to exceed 50% of total revenue heading into fiscal 2026, driven by growth in fraud and identity products. CFO David Lyle added that these SaaS products have the most growth potential as they are moving from a nascent stage.

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