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    Pat Walravens • Citizens JMP Securities, LLC

    Pat Walravens's questions to Nice Ltd (NICE) leadership

    Pat Walravens's questions to Nice Ltd (NICE) leadership • Q2 2025

    Question

    Pat Walravens requested details on the expanded Salesforce partnership, specifically how AI responsibilities are determined between the two companies. He also asked when NICE became aware that LiveVox was underperforming.

    Answer

    CEO Scott Russell emphasized the Salesforce partnership aims to provide a seamless, integrated experience for customers, avoiding fragmentation by focusing on NICE's strength as the core CXAI system of engagement. CFO Beth Gaspich revealed that signs of softness in the LiveVox business began to appear as the company entered 2025, after it had performed in line with expectations throughout 2024.

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    Pat Walravens's questions to Nice Ltd (NICE) leadership • Q2 2025

    Question

    Pat Walravens asked for specifics on the expanded Salesforce partnership, particularly how AI responsibilities are divided in shared accounts, and also inquired when management realized LiveVox was becoming a drag on growth.

    Answer

    CEO Scott Russell highlighted that customers want a single, orchestrated platform for customer service, which NICE provides. The Salesforce partnership focuses on deep product engineering to create seamless integrations, with portfolio overlaps managed by focusing on core strengths. CFO Beth Gaspich clarified that LiveVox performed as expected in 2024, but signs of softness began to appear early in 2025 and have since been factored into guidance.

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    Pat Walravens's questions to Vertex Inc (VERX) leadership

    Pat Walravens's questions to Vertex Inc (VERX) leadership • Q2 2025

    Question

    Pat Walravens of Citizens JMP Securities asked if the company is standing by its 2028 long-term growth targets set at the Analyst Day and whether the board is considering a stock buyback given the share price performance.

    Answer

    President and CEO David DeStefano reaffirmed the company's commitment to its long-term 2028 targets, citing the strength of underlying growth drivers like e-invoicing and ERP migrations. CFO John Schwab responded that a share buyback is something the board will consider among other uses of capital and will provide updates as needed.

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    Pat Walravens's questions to BlackLine Inc (BL) leadership

    Pat Walravens's questions to BlackLine Inc (BL) leadership • Q2 2025

    Question

    Pat Walravens from Citizens JMP Securities asked about the process for existing customers to adopt the Studio 360 platform, including costs, and the strategic role of Snowflake. He also requested a walkthrough of the company's landmark 8-figure deal.

    Answer

    Co-CEO Therese Tucker explained that while all customers are on the Studio 360 platform, paying for it unlocks advanced capabilities like custom dashboards and complex orchestration. She highlighted Snowflake's critical role in handling massive data volumes. Co-CEO Owen Ryan clarified the 8-figure deal was not an SAP deal but a partner-led win that took over a year, calling it a 'textbook example' of their partner-powered strategy.

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    Pat Walravens's questions to Alkami Technology Inc (ALKT) leadership

    Pat Walravens's questions to Alkami Technology Inc (ALKT) leadership • Q2 2025

    Question

    Pat Walravens of Citizens JMP Securities inquired about the implications of stablecoins and related legislation for community banks and Alkami's platform.

    Answer

    CEO Alex Shootman explained that clients view stablecoins not as a threat, but as a product they must offer to retain deposits. The primary focus for Alkami is enabling clients to embed these offerings seamlessly into the digital banking experience. He noted that the market is still in the very early stages for both stablecoins and FedNow, with many FIs slow-rolling adoption due to concerns like fraud management.

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