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    Luv Sodha

    Research Analyst at Jefferies

    Luv Sodha is an Equity Associate at Jefferies, specializing in software equity research and covering companies such as Box Inc. He has been with Jefferies since 2018, holding roles as Senior Associate and Vice President, and previously worked as Audit Senior at Deloitte & Touche LLP from 2013 to 2016. Sodha holds an MBA from the University of North Carolina at Chapel Hill and an undergraduate degree from the Fox School of Business. His background includes experience in investment banking, capital markets, and energy sector analysis, indicating a strong foundation in financial research and strategic finance.

    Luv Sodha's questions to DROPBOX (DBX) leadership

    Luv Sodha's questions to DROPBOX (DBX) leadership • Q3 2024

    Question

    Luv Sodha inquired about the key differentiators for Dropbox Dash in a competitive market and the potential monetization opportunity, particularly how it could impact ARPU given the price sensitivity observed in the Teams customer base.

    Answer

    Co-Founder and CEO Drew Houston explained that Dash's differentiation stems from several factors. He highlighted unique product features like 'protect and control' for IT governance, which addresses a major pain point. Structurally, he pointed to Dropbox's scale with over 500,000 business customers, its platform-agnostic design that works across ecosystems like Google and Microsoft, and the company's trusted brand regarding data privacy. Houston noted that while it's early, Dash is expected to be accretive to ARPU, as it addresses a larger, greenfield market of 1 billion knowledge workers facing information overload, a market with different dynamics than the mature FSS space.

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    Luv Sodha's questions to PROCORE TECHNOLOGIES (PCOR) leadership

    Luv Sodha's questions to PROCORE TECHNOLOGIES (PCOR) leadership • Q3 2024

    Question

    Luv Sodha from Jefferies asked for an analysis of the current macroeconomic environment and the source of optimism for 2026. He also inquired about the cadence of margin expansion in the next year and the completion timeline for the go-to-market changes.

    Answer

    Executive Craig Courtemanche described the macro sentiment as short-term conservative but with a 'slightly elevated amount of hope' for improvement post-election and with potential interest rate cuts. Executive Howard Fu noted the 13% margin guide for next year is early and has potential upside. Courtemanche clarified that the go-to-market transition is in its early stages and will not be complete by year-end, with the 'real work' beginning in January.

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    Luv Sodha's questions to ZUO leadership

    Luv Sodha's questions to ZUO leadership • Q1 2025

    Question

    Asked for a breakdown of the ARR growth slowdown between churn and macro factors, the source of confidence for a rebound in the second half, and the progress on efficiency initiatives and potential for further profitability.

    Answer

    The CFO attributed the ARR slowdown to a combination of expected churn, a seasonally light quarter for new logos, and solid performance in customer expansion. Confidence for H2 growth comes from the strong installed base, pipeline development, and the Togai acquisition. On efficiency, they have significantly improved the cost structure, have the capacity for more revenue without much added cost, and raised profit guidance despite absorbing Togai's expenses. The CEO added they are generating more pipeline with fewer people.

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