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    Miller Jump • Truist Securities

    Miller Jump's questions to Informatica Inc (INFA) leadership

    Miller Jump's questions to Informatica Inc (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 Ltd (FROG) leadership

    Miller Jump's questions to Jfrog Ltd (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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