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    Matthew Inglis • RBC Capital Markets

    Matthew Inglis's questions to Paysafe Ltd (PSFE) leadership

    Matthew Inglis's questions to Paysafe Ltd (PSFE) leadership • Q2 2025

    Question

    Matthew Inglis of RBC Capital Markets asked for an update on the SMB sales expansion into new U.S. states and verticals. He also inquired about the early traction, key use cases, and future strategy for the Pago Efectivo wallet in Peru.

    Answer

    CEO Bruce Lowthers noted good progress in SMB expansion, with the direct telesales team showing positive year-over-year productivity per rep. Regarding the Pago Efectivo wallet, he described the launch as exceptional, with strong initial sign-ups and a more than doubling of transactions per month for existing customers who adopt the wallet. The strategy is to now drive broader market acceptance beyond gaming.

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    Matthew Inglis's questions to Paysafe Ltd (PSFE) leadership • Q1 2025

    Question

    Matthew Inglis from RBC Capital Markets asked for specific examples that provide conviction for the company's target of 10% growth from new customers and products. He also inquired about the expected timeline and growth contribution from the new PagoEfectivo wallet in Peru and the role of Latin America in the overall growth target.

    Answer

    CEO Bruce Lowthers cited a strong start to the year in sales, a larger and more productive enterprise sales team, and new product launches like the PagoEfectivo wallet as drivers of his conviction. He stated that Latin America is a bullish market for Paysafe, expecting its growth to expand from mid-to-upper single digits into the low-double-digits to mid-teens range as the year progresses, supported by the new wallet and a recent license in Brazil.

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    Matthew Inglis's questions to Healthequity Inc (HQY) leadership

    Matthew Inglis's questions to Healthequity Inc (HQY) leadership • Q1 2026

    Question

    Matthew Inglis of RBC Capital Markets asked if the implementation of AI chat, agent support, and AI-driven claims processing was already a meaningful contributor to the reduction in service costs and if the company could quantify that impact.

    Answer

    President and CEO Scott Cutler stated that while the company does not break out specific cost savings from AI, the strategy is to bend the service cost curve over time. He highlighted that AI-powered claims have transformed a multi-week process into a real-time, lower-cost experience. The broader goal is to shift member interactions from phone calls to digital self-service, which is expected to drive down costs.

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