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    Priyanka Thapa • J.P. Morgan

    Priyanka Thapa's questions to Xerox Holdings Corp (XRX) leadership

    Priyanka Thapa's questions to Xerox Holdings Corp (XRX) leadership • Q2 2025

    Question

    Priyanka Thapa, on for Samik Chatterjee at J.P. Morgan, questioned why the 2026 revenue outlook for Lexmark is flat given its exposure to growth markets. She also asked for the drivers behind the full-year 2025 adjusted operating margin guidance being lowered to 4.5%.

    Answer

    CFO Mirlanda Gecaj explained that a flat revenue forecast for Lexmark in 2026 is favorable compared to the broader print market's expected decline, supported by Lexmark's strong position in the A4 market and its large annuity-based revenue stream. Gecaj then detailed that the lower 2025 operating margin guidance is driven by three main factors: a $30-35M net impact from tariffs, a more conservative equipment demand outlook, and the intentional delay of some Reinvention savings to prioritize the Lexmark integration.

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    Priyanka Thapa's questions to F5 Inc (FFIV) leadership

    Priyanka Thapa's questions to F5 Inc (FFIV) leadership • Q3 2025

    Question

    Priyanka Thapa, on for Samik Chatterjee, questioned what the new business pipeline for software looks like for next year. She also asked if the trend of customers choosing systems over software was unexpected and how much it contributes to the strong hardware outlook.

    Answer

    CFO Cooper Werner stated that the new software business pipeline for next year is healthy and factored into planning, but the majority of growth will come from the 'renew and expand' motion. He clarified that while some customers are choosing hardware over software at the margins, this is not the main driver of hardware strength; rather, tech refresh and performance needs are the primary factors.

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    Priyanka Thapa's questions to Jamf Holding Corp (JAMF) leadership

    Priyanka Thapa's questions to Jamf Holding Corp (JAMF) leadership • Q1 2025

    Question

    For Samik Chatterjee, Priyanka Thapa inquired about the profitability profile of Identity Automation and its potential for margin improvement as it expands into commercial markets. She also asked about the differentiation of new product bundles and the risk of cannibalization.

    Answer

    CFO David Rudow confirmed Identity Automation is accretive, with margins expected to improve in the second half of the year, though revenue recognition for its legacy term-based licenses can be lumpy. CEO John Strosahl addressed the product strategy, stating the new bundles are tailored to different buyer personas (Enterprise vs. SMB) and use cases (Mac vs. Mobile), mitigating cannibalization risk. He emphasized that platform solutions drive higher ASP and better retention.

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    Priyanka Thapa's questions to Keysight Technologies Inc (KEYS) leadership

    Priyanka Thapa's questions to Keysight Technologies Inc (KEYS) leadership • Q1 2025

    Question

    Priyanka Thapa, on for Samik Chatterjee, inquired about the expected contribution breakdown between wireline and wireless within the Commercial Communications segment, given the current strength in AI-driven wireline and stability in wireless.

    Answer

    CEO Satish Dhanasekaran confirmed that while the wireless business is stable, with some uptick in infrastructure, the primary growth driver was strong demand for wireline solutions fueled by AI. He stated that for the short term, the base case is continued stability in wireless, with robust and ongoing innovation drivers in AI providing a strong outlook for wireline.

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