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    Patrick Schulz

    Research Analyst at Baird

    Patrick Schulz is Vice President and Senior Research Associate at Baird, specializing in equity research within the investment banking sector. Based in Milwaukee, he contributes to the analysis and coverage of specific sectors, though detailed information on particular companies and performance metrics such as success rates or returns is not publicly available. Schulz has advanced through research roles at Baird, supporting recognized teams noted for high-quality research standards, with Baird ranking highly in industry surveys and earning accolades for analyst performance. His professional credentials likely include standard securities licenses required for equity research roles, although specific license numbers or FINRA registrations are not listed.

    Patrick Schulz's questions to PROS Holdings (PRO) leadership

    Patrick Schulz's questions to PROS Holdings (PRO) leadership • Q2 2025

    Question

    Patrick Schulz asked about the strategy for rolling out PROS AI agents, specifically the balance between adoption and monetization, and also questioned why full-year EBITDA guidance wasn't raised despite strong performance.

    Answer

    President & CEO Jeff Cotten emphasized that the immediate focus for AI agents is driving usage and adoption, with plans to develop an outcome-based monetization model in collaboration with early customers. CFO Stefan Schultz explained that the EBITDA outperformance from the first half is being strategically reinvested into sales and marketing initiatives in the second half to support growth.

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    Patrick Schulz's questions to OneStream (OS) leadership

    Patrick Schulz's questions to OneStream (OS) leadership • Q1 2025

    Question

    Patrick Schulz from Baird asked about the drivers behind the raised margin guidance on reiterated revenue and how the company is balancing near-term investments against improved profitability.

    Answer

    CFO Bill Koefoed attributed the improved margin outlook primarily to slower-than-expected hiring growth. He stated they are thoughtfully calibrating the business, using their own software for scenario planning, and continuing to make product investments to reduce COGS, which provides confidence in the raised guidance.

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    Patrick Schulz's questions to WORKIVA (WK) leadership

    Patrick Schulz's questions to WORKIVA (WK) leadership • Q1 2025

    Question

    Patrick Schulz questioned why Workiva maintained its full-year revenue guidance despite noting a more cautious buying environment and asked for an update on demand for ESG and Sustainability solutions following the EU's Omnibus legislation.

    Answer

    CFO Jill Klindt stated the guidance was maintained due to a strong Q1, confidence in achieving 20% subscription revenue growth, and a large total addressable market. CEO Julie Iskow added that the sustainability market continues to grow, with regulation being only one of several drivers. She noted that while some smaller players might delay, the core target market of large companies in Europe remains intact, and U.S. demand is driven by state rules and business performance needs.

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    Patrick Schulz's questions to BLACKLINE (BL) leadership

    Patrick Schulz's questions to BLACKLINE (BL) leadership • Q4 2024

    Question

    Patrick Schulz from Baird asked about the expected contribution from the SAP relationship in 2025 and sought more color on the puts and takes embedded in the annual guidance.

    Answer

    Co-CEO Owen Ryan expressed confidence that the building blocks for the SAP partnership are in place for 2025, citing better incentive alignment and a focus on the 'finance first' concept. CFO Mark Partin explained that the full-year guidance implies an inflection point and reacceleration in the second half of the year, with strategic initiatives expected to take root and contribute to growth.

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    Patrick Schulz's questions to ZUO leadership

    Patrick Schulz's questions to ZUO leadership • Q4 2024

    Question

    Asked about current customer buying patterns and deal closure rates, and for more detail on go-to-market efficiency investments.

    Answer

    Executives described a bifurcated market where smaller deals (under 500k) are closing faster while larger deals face continued scrutiny. They emphasized that win rates are at record highs, indicating a macro issue, not a competitive one. Go-to-market investments are focused on improving demand generation efficiency through partners and a transformed SDR/BDR motion, without increasing headcount.

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