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    Matthew Stotler

    Research Analyst at William Blair & Company

    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 Vertex (VERX) leadership

    Matthew Stotler's questions to Vertex (VERX) leadership • Q4 2024

    Question

    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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