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    Michael Nemeroff

    Senior Advisor and Equity Research Analyst at Credit Suisse Group AG

    Michael Nemeroff is a Senior Advisor and Equity Research Analyst at Credit Suisse Group AG, specializing in the technology sector with a focus on software and enterprise solutions. He has covered leading companies such as Microsoft and Callidus Software, and has been cited for his insights on enterprise technology transitions and product acquisitions. Over his tenure, Nemeroff has developed a reputation for high-impact analysis, participating in major industry conferences and advising on significant technology transactions. He began his career after earning his undergraduate degree and served as Senior Advisor at Credit Suisse Securities (USA) LLC from 2012 to 2022, building an extensive track record in technology research and advisory roles.

    Michael Nemeroff's questions to MASTERBEEF (MB) leadership

    Michael Nemeroff's questions to MASTERBEEF (MB) leadership • Q4 2017

    Question

    Michael Nemeroff requested an update on the percentage of revenue from API and platform partners, including the performance of the largest partner. He also asked for a timeline on when the total subscriber base might return to growth following recent pricing tier changes.

    Answer

    CFO and COO Brett White stated that the API partner business is less than 10% of revenue and that the largest partner's performance has improved, no longer acting as a drag. CEO Rick Stollmeyer explained that while high-value subscriber additions are gaining momentum, it is difficult to predict when total subscriber count will turn positive as the solo tier is phased out. He emphasized that total bookings growth is a better indicator of platform health.

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