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    Matthew Bullock • Bank of America

    Matthew Bullock's questions to Dropbox Inc (DBX) leadership

    Matthew Bullock's questions to Dropbox Inc (DBX) leadership • Q1 2025

    Question

    Matthew Bullock asked if the quarter's strong operating margin and lower R&D spend are sustainable, and inquired about other major integrations for Dropbox Dash that could unlock future demand.

    Answer

    CFO Tim Regan stated the new margin level is 'largely sustainable,' reflected in the raised full-year guidance, though some Q1 outperformance was due to delayed spend. He confirmed a strategy of optimizing core efficiency while rotating R&D investment to Dash. CEO Drew Houston highlighted that the most important upcoming development for Dash is a self-serve version to unlock their vast base of self-serve business customers.

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    Matthew Bullock's questions to Dropbox Inc (DBX) leadership • Q4 2024

    Question

    Speaking for Mike Funk, Matthew Bullock asked for color on general macro trends, given the noted pricing sensitivity in the Teams business, and questioned if Dropbox has seen any benefits from recent positive SMB data points or changes in customer behavior.

    Answer

    CEO Drew Houston responded that there were no major new trends to report and that the macro dynamics have been stable. CFO Tim Regan added that the company's guidance assumes a continuation of the challenging demand environment seen last year, with many SMB customers remaining focused on reducing costs.

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    Matthew Bullock's questions to Alarm.com Holdings Inc (ALRM) leadership

    Matthew Bullock's questions to Alarm.com Holdings Inc (ALRM) leadership • Q1 2025

    Question

    Matthew Bullock inquired about recent trends in average revenue per account (ARPU) for Alarm.com's commercial business and the remaining upsell potential. He also asked for quantification of the expected revenue impact from tariff-related hardware price increases in 2025.

    Answer

    CEO Stephen Trundle explained that commercial ARPU is growing due to a 'land and expand' dynamic, with customers adding more services like video and access control over time, leading to ARPU many times that of residential. CFO Kevin Bradley quantified the potential tariff impact, estimating an annualized revenue increase of around $20 million, but noted the actual 2025 impact would be less due to timing and product sourcing.

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    Matthew Bullock's questions to Samsara Inc (IOT) leadership

    Matthew Bullock's questions to Samsara Inc (IOT) leadership • Q4 2025

    Question

    Matthew Bullock asked for more details on fiscal 2026 hiring intentions and the drivers behind the significant Q4 operating margin outperformance.

    Answer

    Chief Financial Officer Dominic Phillips confirmed that headcount will increase in fiscal 2026, with the majority of investment in go-to-market, alongside a strong focus on improving productivity. He explained that the Q4 operating margin beat was driven primarily by revenue outperformance, noting that margin leverage typically occurs in the second half of the year as OpEx is front-loaded.

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    Matthew Bullock's questions to Samsara Inc (IOT) leadership • Q3 2025

    Question

    Matthew Bullock asked if the launch of Samsara Intelligence signals an accelerated product release cadence and inquired about the impact of recent industry consolidation on the competitive landscape.

    Answer

    CEO Sanjit Biswas confirmed the company maintains a rapid pace of innovation and doesn't wait for annual events to release new features. Regarding consolidation, he stated that it's consistent with the market's history and doesn't change Samsara's strategy, which is to differentiate by offering an integrated platform that delivers clear ROI, rather than point solutions.

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    Matthew Bullock's questions to Samsara Inc (IOT) leadership • Q2 2025

    Question

    Matthew Bullock asked about the pricing and packaging strategy for the new Asset Tag and for the key drivers behind the accelerating ARR growth in Europe.

    Answer

    CEO and Co-Founder Sanjit Biswas stated that the initial pricing for the Asset Tag is working well and fits within the broader Connected Equipment portfolio. CFO Dominic Phillips attributed the strength in Europe to a combination of factors, including the large market opportunity, focused sales capacity building, ensuring product-market fit, and consistent investment over time.

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