Sign in

    Paul Obrecht • Wolfe Research

    Paul Obrecht's questions to DXC Technology Co (DXC) leadership

    Paul Obrecht's questions to DXC Technology Co (DXC) leadership • Q1 2026

    Question

    Paul Obrecht from Wolfe Research LLC inquired about the general state of enterprise readiness for AI adoption and how DXC employees are responding to significant internal changes and new leadership.

    Answer

    President & CEO Raul Fernandez characterized the current environment as an 'era of experimentation,' noting that significant work on data readiness is required. He described employees as 'energized' and committed to a winning culture, acknowledging the turnaround is a non-linear journey but that a strong foundation has been laid.

    Ask Fintool Equity Research AI

    Paul Obrecht's questions to DXC Technology Co (DXC) leadership • Q4 2025

    Question

    Speaking for Darrin Peller, Paul Obrecht inquired about the company's current cross-sell motion and whether GIS clients are showing more demand for GBS offerings. He also asked for a margin bridge from fiscal 2025 to the 2026 guidance and the drivers for margin expansion throughout the year.

    Answer

    CEO Raul Fernandez described using client engagement forums to showcase DXC's full end-to-end capabilities, which helps drive cross-sell opportunities. CFO Rob Del Bene explained the FY26 margin guide reflects revenue declines offset by cost discipline, with room for increased investments in growth capabilities like sales and marketing. The lower Q1 margin reflects seasonality, with improvement expected through the year as cost actions take hold.

    Ask Fintool Equity Research AI

    Paul Obrecht's questions to Paysafe Ltd (PSFE) leadership

    Paul Obrecht's questions to Paysafe Ltd (PSFE) leadership • Q4 2024

    Question

    Paul Obrecht, on for Darrin Peller, asked for more detail on the value-added services (VAS) from the 2024 investment strategy, including merchant adoption and the product pipeline. He also requested an update on sales productivity and the timeline for ramping up the new hires from 2024.

    Answer

    CEO Bruce Lowthers highlighted successful products like the account/card and ePIN offerings, and new launches including the Pago wallet in Peru and a 'lockable card' for subscription management. On sales productivity, he noted that all new reps were hired by Q3 2024 and that enterprise sales productivity saw approximately 40% growth, with the focus in 2025 on continued ramp-up to drive future growth.

    Ask Fintool Equity Research AI

    Paul Obrecht's questions to Paysafe Ltd (PSFE) leadership • Q3 2024

    Question

    Paul Obrecht questioned the ramp-up progress for the 170 new sales hires and the reasons for the deceleration in SMB direct growth from 10% to 5%.

    Answer

    CEO Bruce Lowthers explained that new enterprise hires take about six months to ramp while SMB hires take three to four months, with performance currently meeting or slightly exceeding expectations. He clarified that the SMB direct growth deceleration was a direct result of a proactive decision to 'prune' the portfolio by exiting the highest-risk merchants, a move made possible by strong growth in other areas that keeps the company ahead of its initial annual guidance.

    Ask Fintool Equity Research AI