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    Miller Jump

    Vice President and Equity Research Analyst at Truist Securities

    Miller Jump is a Vice President and Equity Research Analyst at Truist Securities, specializing in technology and software infrastructure companies. He covers firms including MongoDB, GitLab, Informatica, Confluent, JFrog, Couchbase, and SolarWinds, with an average rating performance of approximately 45% success rate and average returns between 4.3%–6.4%, placing him in the top quartile among over 4,900 analysts. Jump began his financial career at Bloomberg LP before joining Truist Securities in 2019, where he advanced from Equity Research Associate to his current VP role. Holding FINRA securities licenses, Miller Jump is recognized for his detailed sector analysis and actionable equity research.

    Miller Jump's questions to Informatica (INFA) leadership

    Miller Jump's questions to Informatica (INFA) leadership • Q1 2025

    Question

    Miller Jump from Truist Securities asked whether customers were increasing their engagement with Informatica for GenAI initiatives. He also sought to clarify if an increase in GenAI-related business was explicitly factored into the financial guidance for the second half of the year.

    Answer

    CEO Amit Walia confirmed that customers are not slowing down AI initiatives and are actively using the IDMC platform for GenAI projects, with adoption gradually increasing. CFO Mike McLaughlin clarified that while there is no specific line item for AI bookings in the 2025 model, the growing pipeline and pre-production usage for AI capabilities contribute to the overall confidence in meeting the full-year cloud guidance.

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    Miller Jump's questions to JFrog (FROG) leadership

    Miller Jump's questions to JFrog (FROG) leadership • Q3 2024

    Question

    Miller Jump sought to reconcile commentary about a slowdown in self-managed deals with the segment's strong performance in the quarter. He also asked about the dynamics of vendor consolidation opportunities.

    Answer

    CEO Shlomi Haim described customers as being in a 'twilight zone,' where they remain on-premise because they cannot yet execute their strategic cloud migration, not because they prefer it. On consolidation, he explained that customers want to move from multiple point solutions to the JFrog platform, a gradual process that often involves running solutions in parallel before fully switching.

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    Miller Jump's questions to SWI leadership

    Miller Jump's questions to SWI leadership • Q3 2024

    Question

    Asked about the sales motion for consolidation deals and for high-level thoughts on key drivers for the 2025 model.

    Answer

    The CEO explained that consolidation discussions are driven by both proactive outreach from the customer success team and reactive conversations during renewal cycles. The CFO advised that priorities for 2025 remain consistent and suggested using the implied Q4 exit growth rate as a proxy for modeling the next year.

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    Miller Jump's questions to SWI leadership • Q1 2024

    Question

    Asked if accelerating hyperscaler growth could be a leading indicator for SolarWinds and questioned the decision to reiterate the full-year revenue guidance despite a strong Q1 performance.

    Answer

    While hyperscaler growth could be a tailwind, it is not a primary driver of the business at this time. The full-year revenue guidance was maintained not because of deal pull-ins but as a conservative measure given external macroeconomic uncertainties, with potential for updates later in the year.

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