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    Peter Burkly

    Research Analyst at Evercore ISI

    Peter Burkly is an Equity Research Senior Associate at Evercore ISI, specializing in software sector analysis with deep expertise in financial modeling and company research. He covers key software companies and provides fundamental insights to clients, though detailed company coverage and quantifiable performance metrics such as published success rates or analyst rankings are not publicly available. Burkly began his career in equity research and currently serves at Evercore ISI, contributing to the firm's reputation for thorough industry and company analysis. His professional credentials and FINRA securities licenses are not publicly listed, but his role involves advanced analytical responsibilities in the software space.

    Peter Burkly's questions to LiveRamp Holdings (RAMP) leadership

    Peter Burkly's questions to LiveRamp Holdings (RAMP) leadership • Q4 2025

    Question

    Peter Burkly asked about the adoption path for the Clean Room solution, given its 4x ARR lift, and inquired about the future directional trend for Subscription Net Retention (SNR).

    Answer

    CEO Scott Howe stated that broader Clean Room adoption is a matter of time, execution, and education, with a long-term tailwind from AI requiring secure, proprietary data collaboration. CFO Lauren Dillard projected near-term SNR to be between 100% and 105%, impacted by prior-year selling pressure, but expects improvement in the second half. The medium-term target remains 105%-110%, driven by Clean Room cross-sells and improved gross retention.

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    Peter Burkly's questions to Samsara (IOT) leadership

    Peter Burkly's questions to Samsara (IOT) leadership • Q4 2025

    Question

    Speaking for Kirk Materne, Peter Burkly inquired about which industry verticals offer the largest expansion opportunities and whether Samsara plans to verticalize its go-to-market efforts.

    Answer

    Chief Executive Officer Sanjit Biswas highlighted strong traction in verticals like construction, which historically had low technology adoption, but noted broad opportunity exists as market penetration for telematics and safety remains low across all industries. Chief Financial Officer Dominic Phillips added that the company does not plan a formal go-to-market verticalization in fiscal 2026, as use cases have enough commonality, with the exception of the public sector, which already has a specialized sales motion.

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