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    Patrick Schulz • Baird

    Patrick Schulz's questions to Pros Holdings Inc (PRO) leadership

    Patrick Schulz's questions to Pros Holdings Inc (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 Inc (OS) leadership

    Patrick Schulz's questions to OneStream Inc (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 Inc (WK) leadership

    Patrick Schulz's questions to Workiva Inc (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 Inc (BL) leadership

    Patrick Schulz's questions to BlackLine Inc (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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