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    Pete Heckmann • D.A. Davidson & Co.

    Pete Heckmann's questions to ACI Worldwide Inc (ACIW) leadership

    Pete Heckmann's questions to ACI Worldwide Inc (ACIW) leadership • Q2 2025

    Question

    Pete Heckmann of D.A. Davidson & Co. asked about the drivers behind the strong 86% growth in Annual Recurring Revenue (ARR) bookings, questioning if it was due to a single large deal or was more diversified. He also requested an update on the project to enhance ACI's merchant software for the U.S. market.

    Answer

    CEO Thomas Warsop confirmed the sales momentum was broad-based, with a healthy mix of deal sizes rather than being dominated by a single contract. CFO Robert Leibrock added that the top deals spanned all geographies and customer types. Regarding the merchant project, Warsop stated it is tracking well and that ACI's solutions are well-positioned to handle increasing demand for digital currencies like stablecoins.

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    Pete Heckmann's questions to Clearwater Analytics Holdings, Inc. (CWAN) leadership

    Pete Heckmann's questions to Clearwater Analytics Holdings, Inc. (CWAN) leadership • Q2 2025

    Question

    Pete Heckmann of D.A. Davidson & Co. asked for a breakdown of the acquired ARR between Infusion and Beacon and questioned where the company plans to focus its investments within the Infusion business.

    Answer

    CFO Jim Cox confirmed the directional accuracy of the analyst's ARR estimates. CEO Sandeep Sahai detailed the strategy to reaccelerate Infusion's growth, which includes creating dedicated product, engineering, and sales teams for hedge funds and asset managers, and enhancing the offering with capabilities like risk management from the broader Clearwater portfolio. The stated goal is to return Infusion to 20% growth over the next two years.

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