Sign in

    Matt Vanvliet

    Senior Equity Research Analyst at Cantor Fitzgerald

    Matt VanVliet is a Senior Equity Research Analyst at Cantor Fitzgerald specializing in software, cloud, and SaaS sectors. He covers companies including Workday, Agilysys, Braze, HubSpot, BlackLine, and SPS Commerce, maintaining an active research presence with a recent 39.9% success rate and an average return of -5.7% according to TipRanks. VanVliet joined Cantor Fitzgerald after experience at other firms and has issued notable ratings and price targets for leading SaaS and cloud companies throughout his tenure. He holds standard industry credentials and is listed as an analyst following Agilysys, reflecting FINRA registration and securities licensing typical for his role.

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

    Matt Vanvliet's questions to Sprout Social (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.

    Ask Fintool Equity Research AI

    Matt Vanvliet's questions to TYLER TECHNOLOGIES (TYL) leadership

    Matt Vanvliet's questions to TYLER TECHNOLOGIES (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.

    Ask Fintool Equity Research AI

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

    Matt Vanvliet's questions to Q2 Holdings (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.

    Ask Fintool Equity Research AI

    Matt Vanvliet's questions to SPS COMMERCE (SPSC) leadership

    Matt Vanvliet's questions to SPS COMMERCE (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.

    Ask Fintool Equity Research AI

    Matt Vanvliet's questions to Freshworks (FRSH) leadership

    Matt Vanvliet's questions to Freshworks (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.

    Ask Fintool Equity Research AI

    Matt Vanvliet's questions to AGILYSYS (AGYS) leadership

    Matt Vanvliet's questions to AGILYSYS (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.

    Ask Fintool Equity Research AI

    Matt Vanvliet's questions to Braze (BRZE) leadership

    Matt Vanvliet's questions to Braze (BRZE) leadership • Q1 2026

    Question

    Matt Vanvliet asked about the size of the OfferFit sales team, when Braze sellers would begin cross-selling the product, and whether the company is approaching a trough in net retention given upcoming renewal cohort sizes.

    Answer

    CEO Bill Magnuson said OfferFit adds 15 reps and that for the remainder of this year, Braze reps will partner with them to qualify leads before a fully combined sales motion begins next fiscal year. CFO Isabelle Winkels reiterated that revenue growth is expected to stabilize before dollar-based net retention, and she is not yet calling a trough for the DBNR trend.

    Ask Fintool Equity Research AI

    Matt Vanvliet's questions to PYCR leadership

    Matt Vanvliet's questions to PYCR leadership • Q2 2024

    Question

    Asked about the product attach rates within the embedded channel and how they compare to the overall average. Also inquired about the strategic focus of the 20% sales headcount growth across different market tiers.

    Answer

    The product suite sold through the embedded channel is broader than initially anticipated. While payroll is the primary driver, partners are also demanding workforce management, reporting, analytics, and talent modules. The sales headcount growth is strategically allocated, with about 70-75% of new hires going into Tier 1 markets (the 15 largest cities) and the remainder into Tier 2 and Tier 3 markets.

    Ask Fintool Equity Research AI