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    Matt Vanvliet • Cantor Fitzgerald

    Matt Vanvliet's questions to Sprout Social Inc (SPT) leadership

    Matt Vanvliet's questions to Sprout Social Inc (SPT) leadership • Q2 2025

    Question

    Matt Vanvliet from Cantor Fitzgerald asked how NewsWhip's technology complements the existing listening platform and what its impact would be on the second-half operating income guidance.

    Answer

    CEO Ryan Barretto positioned NewsWhip as a strategic complement, differentiating Sprout's offering. He described Sprout's core listening for deep analysis and NewsWhip as a 'command center for real-time action' and crisis management. CFO Joe DelPretto confirmed the guidance assumes NewsWhip will be breakeven for the remainder of the year, with no additional integration costs impacting the outlook.

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    Matt Vanvliet's questions to Tyler Technologies Inc (TYL) leadership

    Matt Vanvliet's questions to Tyler Technologies Inc (TYL) leadership • Q2 2025

    Question

    Matt Vanvliet from Cantor Fitzgerald asked about the pipeline for on-premise to cloud flips, the impact of the Tyler Connect conference, and the expected progress and ARR magnitude of flips for the second half of the year.

    Answer

    President & CEO Lynn Moore stated that momentum from successful flips, like the first California court migration, continues to build interest. EVP & CFO Brian Miller added that flips are back-end weighted for the year and they still expect the number of flips to grow around 25% year-over-year. He reiterated that the peak for larger, high-value flips is anticipated in the 2027-2028 timeframe.

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    Matt Vanvliet's questions to Q2 Holdings Inc (QTWO) leadership

    Matt Vanvliet's questions to Q2 Holdings Inc (QTWO) leadership • Q2 2025

    Question

    Matt Vanvliet from Cantor Fitzgerald inquired about the evolution of the Innovation Studio monetization strategy and its potential impact, and asked about growth opportunities for the Helix business given the changing regulatory stance on digital assets.

    Answer

    CFO Jonathan Price stated that Innovation Studio's high-margin revenue is growing with adoption, emphasizing the long runway for expansion within the 85% of customers using it. President Kirk Coleman noted that while early, there is opportunity in stablecoins for bank customers, and the Helix business is seeing encouraging 'green shoots' as the regulatory environment has settled.

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    Matt Vanvliet's questions to SPS Commerce Inc (SPSC) leadership

    Matt Vanvliet's questions to SPS Commerce Inc (SPSC) leadership • Q2 2025

    Question

    Matt Vanvliet from Cantor Fitzgerald inquired about the integration progress and go-to-market strategy for the recently acquired revenue recovery solutions, and asked about headcount plans in the context of the 200 basis points annual margin expansion goal.

    Answer

    CEO Chad Collins reported that the Supply Pike and Carbon6 go-to-market teams are being combined, with a lead-sharing program in place with the core fulfillment team. CFO Kim Nelson explained that headcount will be added efficiently to support growth, which contributes to the margin expansion goal, noting that gross margin is already improving due to leveraging past investments.

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    Matt Vanvliet's questions to Freshworks Inc (FRSH) leadership

    Matt Vanvliet's questions to Freshworks Inc (FRSH) leadership • Q2 2025

    Question

    Matt Vanvliet asked about the cross-sell motion, specifically what programs are being implemented to drive EX sales into the CX customer base and, conversely, to increase CX penetration within the EX base.

    Answer

    CEO Dennis Woodside noted that while cross-sell is strong at the high end, with about half of the top 50 accounts using both CX and EX products, the key opportunity lies in the mid-tier and long tail. He mentioned that driving this broader cross-sell is an ongoing programmatic effort for the company.

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    Matt Vanvliet's questions to Agilysys Inc (AGYS) leadership

    Matt Vanvliet's questions to Agilysys Inc (AGYS) leadership • Q1 2026

    Question

    Matt Vanvliet of Cantor Fitzgerald asked about the progress of the new sales and marketing leadership's multiyear plan to enhance the go-to-market strategy. He also questioned how the Book4Time acquisition is contributing to new customer wins and cross-selling, and whether the company might invest more aggressively, potentially lowering the 20% EBITDA guidance.

    Answer

    CEO Ramesh Srinivasan stated that the sales structure and territory coverage plan are now well-established and yielding results, though they are in the early stages of seeing the full benefits. He mentioned that marketing investments will continue to increase presence and content quality. Regarding Book4Time, he acknowledged that cross-selling into its customer base is in the early stages but is beginning to happen. Srinivasan affirmed the company's commitment to the 20% adjusted EBITDA target for the year, stating they can fund necessary growth investments without sacrificing that profitability level.

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