Sign in

    Michael Richards • RBC Capital Markets

    Michael Richards's questions to N-Able Inc (NABL) leadership

    Michael Richards's questions to N-Able Inc (NABL) leadership • Q2 2025

    Question

    Michael Richards from RBC Capital Markets asked for more detail on the ARR guidance, questioning if Q2 strength was a pull-in, and requested an update on new pricing and packaging bundles.

    Answer

    CEO John Pagliuca clarified that after neutralizing for foreign exchange impacts, the ARR guidance implies slightly more growth in the second half of the year than the first. He also mentioned that product bundling continues to resonate with customers and that while it's still in an experimental phase, the company will lean into it more through the rest of 2025 and into 2026.

    Ask Fintool Equity Research AI

    Michael Richards's questions to F5 Inc (FFIV) leadership

    Michael Richards's questions to F5 Inc (FFIV) leadership • Q3 2025

    Question

    Michael Richards, on for Matthew Heiberg, asked for an update on the U.S. Federal business and whether there was any pull-in during the quarter. He also inquired about any guardrails for free cash flow next year related to R&D tax credits.

    Answer

    CFO Cooper Werner reported that the Federal business was on plan for the year, though Q3 was slightly softer due to some project delays, but the overall pipeline remains healthy. Regarding free cash flow, he stated that no material impact is expected from the R&D tax credit changes, though the company is still evaluating its options.

    Ask Fintool Equity Research AI

    Michael Richards's questions to Zscaler Inc (ZS) leadership

    Michael Richards's questions to Zscaler Inc (ZS) leadership • Q3 2025

    Question

    Speaking for Matt Hedberg, Michael Richards of RBC Capital Markets asked for a breakdown of recent success between the resonance of ROI messaging in the current macro and go-to-market productivity improvements, also asking what "inning" they are in with GTM enhancements.

    Answer

    CEO Jay Chaudhry responded that success is a combination of factors, including a strong go-to-market team, an expanded platform, and a compelling cost-savings message. He highlighted Zscaler's unique ability to save customers money by displacing legacy network and security products as a key driver of productivity and strong results, without specifying a particular "inning" of their progress.

    Ask Fintool Equity Research AI

    Michael Richards's questions to Olo Inc (OLO) leadership

    Michael Richards's questions to Olo Inc (OLO) leadership • Q1 2025

    Question

    Michael Steven Richards asked for insights on customer reactions to macroeconomic pressures and whether it's accelerating tech adoption. He also asked about Olo's strategic position as a 'center of gravity' in the restaurant tech ecosystem.

    Answer

    Founder and CEO Noah Glass noted that while macro pressures are a challenge, Olo's enterprise and limited-service clients often benefit from consumer trade-down effects, a pattern seen in past downturns. He positioned Olo as the 'guest data gravity control point,' emphasizing how the platform, especially with Olo Pay card-present, helps brands capture comprehensive guest data to drive profitable traffic and long-term value.

    Ask Fintool Equity Research AI

    Michael Richards's questions to Olo Inc (OLO) leadership • Q4 2024

    Question

    Michael Richards asked for early feedback from the sales team on the FreedomPay partnership, whether it alters the long-term view on the Card-Present versus Card-Not-Present mix, and if the current economic climate is increasing customer demand for data analytics.

    Answer

    Noah Glass, Founder and CEO, confirmed the FreedomPay partnership addresses widespread customer demand for a broader Olo Pay Card-Present solution. He noted that greater payment volume and scale will improve Olo Pay's economics over time. Glass also affirmed that brands are increasingly focused on using data analytics via the Olo guest data flywheel to drive profitable traffic, viewing it as a superior alternative to margin-eroding discounts in the current environment.

    Ask Fintool Equity Research AI

    Michael Richards's questions to Netscout Systems Inc (NTCT) leadership

    Michael Richards's questions to Netscout Systems Inc (NTCT) leadership • Q4 2025

    Question

    Michael Steven Richards asked about the impact of potential tariffs on customer behavior and whether the fiscal 2026 guidance accounts for macroeconomic uncertainty. He also inquired about the drivers for continued momentum in the cybersecurity business, specifically which newer products beyond core DDoS are exciting customers.

    Answer

    Anil Singhal, President and CEO, responded that NetScout is seeing some delayed sales cycles and the guidance range accounts for this uncertainty. Regarding cybersecurity, he broadened the scope, explaining that both the Service Assurance business (becoming part of the observability/AI market) and the DDoS business (expanding into the broader cybersecurity market) represent significant growth opportunities. He mentioned Adaptive DDoS as a new automated offering but emphasized the overall market expansion for both segments.

    Ask Fintool Equity Research AI

    Michael Richards's questions to Netscout Systems Inc (NTCT) leadership • Q3 2025

    Question

    Michael Steven Richards of RBC Capital Markets questioned the unexpected strength in the service provider segment, asking if a large order pull-in signaled a broader trend shift and seeking details on spending priorities and the overall IT environment. He also inquired about the progress of the emerging opportunity in fixed wireless.

    Answer

    Anil Singhal, President and CEO, clarified that the large service provider order was accelerated due to customer-specific budget timing (calendar year-end) rather than a strategic market shift. He noted that while the business has stabilized, future growth will come from 5G cloud, slicing, and other new areas. Regarding fixed wireless, Mr. Singhal described it as an early-stage opportunity with ongoing customer evaluations but no significant revenue contribution to report yet.

    Ask Fintool Equity Research AI

    Michael Richards's questions to Okta Inc (OKTA) leadership

    Michael Richards's questions to Okta Inc (OKTA) leadership • Q2 2025

    Question

    Michael Richards from RBC Capital Markets asked how the hunter-farmer sales model has trended relative to expectations and if there are plans to expand it to other customer segments.

    Answer

    CFO Brett Tighe explained that it is still too early to definitively assess the model's success after only two quarters, with the first quarter involving significant change management. However, he expressed long-term optimism, stating that specialization is crucial given Okta's expanding product portfolio and large customer base. He indicated more information would be available after a few more quarters of operation.

    Ask Fintool Equity Research AI