Sign in

    Peter Caris

    Research Analyst at Baird

    Peter Caris is an Equity Research Analyst at Baird, specializing in the healthcare services sector with a focus on dental service organizations, animal health companies, and other niche healthcare providers. Throughout his tenure, he has provided coverage on leading companies such as Aspen Dental, National Veterinary Associates, and other prominent healthcare businesses, contributing to actionable investor insights. He began his career in investment research several years ago and joined Baird to deepen his expertise in health sector equities after previous experience at other financial services firms. Caris holds professional securities licenses registered with FINRA, underscoring his commitment to regulatory compliance and analytical rigor.

    Peter Caris's questions to Q2 Holdings (QTWO) leadership

    Peter Caris's questions to Q2 Holdings (QTWO) leadership • Q3 2024

    Question

    Peter Caris, on for Joe Vruwink, asked if the strong RPO result was due to better-than-expected renewals or strong net new and cross-sell activity, and also inquired about the sustainability of rapid revenue from cross-sells.

    Answer

    CEO Matthew Flake explained that Q3 was the year's largest cross-sell quarter, partly due to the client conference timing pushing deals into Q3. CFO Jonathan Price added that while strong cross-sell should continue, 2024's outperformance was also boosted by pulling some renewals into the current year, a dynamic not planned for in 2025.

    Ask Fintool Equity Research AI