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    Marc Feldman

    Research Analyst at William Blair & Company

    Marc Feldman is an Equity Research Associate at William Blair & Company, specializing in financial technology and payment services, with coverage including publicly listed companies such as Western Union, Corpay, and WEX. Since joining William Blair in 2021, Feldman has contributed to multi-analyst coverage teams that monitor and evaluate performance in the fintech and payments sector, leveraging advanced valuation methodologies. He began his finance career after earning a bachelor's degree from Miami University in 2019 and is registered with FINRA with three years of industry experience and no regulatory disclosures. Feldman is a CPA and holds the requisite securities licenses for research and recommendations in covered companies.

    Marc Feldman's questions to MeridianLink (MLNK) leadership

    Marc Feldman's questions to MeridianLink (MLNK) leadership • Q1 2025

    Question

    Marc Feldman inquired about the strategic opportunity associated with upgrades to the deposit account opening application and how it creates a differentiated offering. He also asked if churn could be broken down by cause, specifically industry M&A.

    Answer

    President Larry Katz stated that account opening is a core, strategic offering and that investments in MeridianLink Access provide a modern, seamless digital experience that is highly differentiated. CFO Elias Olmeta said the company does not break out churn by cause. However, Katz added that industry consolidation is typically a tailwind, as acquirers are often existing customers who then migrate the acquired institutions onto the MeridianLink platform.

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    Marc Feldman's questions to CANTALOUPE (CTLP) leadership

    Marc Feldman's questions to CANTALOUPE (CTLP) leadership • Q1 2025

    Question

    Marc Feldman from William Blair asked for an updated perspective on the long-term potential for Average Revenue Per Unit (ARPU), referencing a 2022 Investor Day target, and also inquired about the expected contribution from international revenues for the fiscal year.

    Answer

    CFO Scott Stewart explained that ARPU saw 12% growth this quarter and is expected to continue that trend, driven by higher ticket prices, increased sales of Seed Analytics, and adoption of Cantaloupe One. CEO Ravi Venkatesan affirmed that while the pace of international scaling is being carefully managed in the short term, the company remains on track with its long-term trajectory for international revenue contribution.

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