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Matthew Stotler

Research Analyst at William Blair Investment Management, LLC

Matthew Stotler is an Equity Research Analyst specializing in the software and SaaS sectors at William Blair & Company, covering public companies such as CSG Systems International and Blend Labs. His track record includes estimates and research on industry leaders, though data from independent platforms report a 25% success rate and an average return of -23.41% on his stock calls. Stotler's career began at Columbus Circle Investors before he joined William Blair, where he is based in New York; his experience spans several years in public equity research. His professional background includes roles as a securities analyst and research analyst with demonstrated expertise in the technology sector.

Matthew Stotler's questions to GRID DYNAMICS HOLDINGS (GDYN) leadership

Question · Q2 2025

Matt Stotler, on for Maggie Nolan of William Blair, asked for the outlook on partner-influenced revenue growth for the second half of the year and which partners beyond hyperscalers are gaining traction. He also questioned the reason for the decline in total client count and when that metric might stabilize.

Answer

CEO Leonard Livschitz detailed a multi-faceted partnership strategy that includes hyperscalers, foundational technology players, robotics companies, and innovative AI startups. CTO Eugene Steinberg added that traction with Google is growing in Europe. Regarding client count, CFO Anil Doradla explained the decline is a deliberate result of rationalizing smaller, non-strategic clients, many from past acquisitions, to focus on larger enterprise accounts. He expects this trend to continue in the near term.

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Fintool can predict GRID DYNAMICS HOLDINGS logo GDYN's earnings beat/miss a week before the call

Matthew Stotler's questions to Vertex (VERX) leadership

Question · Q4 2024

Matthew Stotler asked about the underlying components of Net Revenue Retention (NRR) and whether the historical mix of drivers changed in Q4 or is expected to change in 2025.

Answer

CFO John Schwab confirmed that the NRR composition remained consistent in Q4 and is expected to hold steady in 2025. The mix is approximately 50% from cross-sells and migrations, 25% from price increases, and 25% from additional volume entitlements, indicating stable drivers for customer expansion.

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Fintool can predict Vertex logo VERX's earnings beat/miss a week before the call