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    Matt Hedberg • RBC Capital Markets

    Matt Hedberg's questions to SailPoint Inc (SAIL) leadership

    Matt Hedberg's questions to SailPoint Inc (SAIL) leadership • Q1 2026

    Question

    Matt Hedberg from RBC Capital Markets asked about potential macro pressure, specifically regarding SailPoint's exposure to the U.S. Federal sector, which has been a point of concern for other cybersecurity vendors.

    Answer

    President Matt Mills responded that the company's federal business has been 'business as usual.' He stated that SailPoint has not observed any material impact or challenges related to its Department of Defense (DOD) or other federal government activities.

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    Matt Hedberg's questions to EverCommerce Inc (EVCM) leadership

    Matt Hedberg's questions to EverCommerce Inc (EVCM) leadership • Q2 2025

    Question

    Matt Hedberg from RBC Capital Markets followed up on the decision to maintain full-year revenue guidance after two consecutive quarterly beats, asking if factors beyond conservatism, like deal pull-ins, were at play. He also requested an update on the internal use of AI for operational efficiency.

    Answer

    CFO Ryan Siurek confirmed no unusual revenue pull-ins occurred and that the guidance reflects a prudent, bottoms-up build for the second half. President Matt Feierstein highlighted significant efficiency gains from using AI in customer support, where AI agents now resolve 25-50% of chat tickets, and noted that AI is being tested across other functions like engineering and marketing.

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    Matt Hedberg's questions to Dynatrace Inc (DT) leadership

    Matt Hedberg's questions to Dynatrace Inc (DT) leadership • Q1 2026

    Question

    Matt Hedberg asked if Dynatrace is observing different behaviors in this year's DPS contract cohort compared to last year's, and if ODC trends are changing as the initial cohort enters its second year.

    Answer

    CFO Jim Benson stated that different cohort classes behave differently, and ODC continues to be driven by a small number of customers. He confirmed that customers on DPS contracts, regardless of cohort, are consuming at a rapid rate, which is a positive trend for the business.

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    Matt Hedberg's questions to Cloudflare Inc (NET) leadership

    Matt Hedberg's questions to Cloudflare Inc (NET) leadership • Q2 2025

    Question

    Matt Hedberg of RBC Capital Markets asked about the impact of go-to-market improvements on landing larger deals and requested an update on channel partner momentum.

    Answer

    Co-Founder & CEO Matthew Prince explained that the company has evolved from being purely product-led to building strong go-to-market relationships, which is critical for securing large, multi-million dollar deals. He highlighted that the company has adopted a 'partner-first' sales strategy, with partner-sourced growth outpacing the rest of the business. Prince noted that partners are integral to many of the largest deals and that leadership is increasingly focused on strengthening these relationships.

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    Matt Hedberg's questions to PTC Inc (PTC) leadership

    Matt Hedberg's questions to PTC Inc (PTC) leadership • Q3 2025

    Question

    Matt Hedberg asked for an update on the prior $1 billion free cash flow target for fiscal 2026, inquiring if management's confidence in achieving that number has increased since the last quarter.

    Answer

    Executive VP & CFO Kristian Talvitie stated that while official guidance for FY26 is not yet set, the company feels 'incrementally better' about the target. He cited favorable current FX rates and the recently passed tax policy as tailwinds that provide 'incremental comfort.' He reiterated that a precise forecast depends on several factors, including the FY25 finish and FY26 planning, which will be detailed next quarter.

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    Matt Hedberg's questions to Varonis Systems Inc (VRNS) leadership

    Matt Hedberg's questions to Varonis Systems Inc (VRNS) leadership • Q2 2025

    Question

    Matt Hedberg asked for details on the expanded Microsoft partnership, requesting insights into the potential revenue opportunity and specific go-to-market initiatives.

    Answer

    CEO Yaki Faitelson described the partnership as a strategic alignment to address the security challenges of deploying Microsoft Copilot, which he called a 'gating factor' for adoption. He noted the go-to-market includes joint pipeline development and compensation for Microsoft's sellers, emphasizing that while it's still early, the synergy is strong.

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    Matt Hedberg's questions to ServiceNow Inc (NOW) leadership

    Matt Hedberg's questions to ServiceNow Inc (NOW) leadership • Q2 2025

    Question

    Matt Hedberg of RBC Capital Markets inquired about the early customer adoption and usage of Now Assist consumption packs and the potential growth trajectory for this revenue source.

    Answer

    President, CPO & COO Amit Zavery noted that customer adoption of Pro Plus has been rapid, with usage increasing nine-fold over the last three months. President & CFO Gina Mastantuono reaffirmed the company's confidence in achieving its $1 billion Now Assist ACV target by 2026, with growth consistently beating expectations.

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    Matt Hedberg's questions to Teradata Corp (TDC) leadership

    Matt Hedberg's questions to Teradata Corp (TDC) leadership • Q4 2024

    Question

    Speaking for Matt Hedberg, an analyst asked for commonalities among the 30 GenAI proof-of-concepts and sought a ranking of the key drivers for the company's return to ARR growth in 2025.

    Answer

    CEO Stephen McMillan highlighted that many POCs are in the customer experience (CX) space, using existing tech to analyze unstructured data for clients like banks, who value Teradata's efficiency at scale. CFO Claire Bramley noted the drivers are interrelated but called the meaningful improvement in retention rates "one of the strongest areas" for achieving growth, supported by go-to-market changes that improve visibility.

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