Sign in

    Robert Dee

    Research Analyst at Truist Securities

    Robert Dee is an Equity Research Analyst at Truist Securities, specializing in delivering research for clients in the financial sector. He covers companies across various industries as part of his analyst role, leveraging analytical skills developed since completing his undergraduate studies at Washington & Lee University in 2021. Dee began his career at Truist as an Equity Research Summer Analyst and transitioned to his full-time analyst position upon graduation, building early-career expertise in equity valuation and client advisory. He holds an undergraduate degree from Washington & Lee and is expected to be registered with the appropriate FINRA securities licenses for his analyst responsibilities.

    Robert Dee's questions to Paylocity Holding (PCTY) leadership

    Robert Dee's questions to Paylocity Holding (PCTY) leadership • Q3 2025

    Question

    Robert Dee, on for Terry Tillman, asked for an update on the product development cadence and which recent product launches are currently moving the needle at the point of sale.

    Answer

    Executive Chairman Steven Beauchamp highlighted that established add-on modules like Employee Voice, Rewards and Recognition, and advanced scheduling continue to see strong adoption and drive sales. He noted that while it is still early for the newest Office of the CFO products, fiscal '26 will be a key year for them as platform integration progresses.

    Ask Fintool Equity Research AI

    Robert Dee's questions to Five9 (FIVN) leadership

    Robert Dee's questions to Five9 (FIVN) leadership • Q3 2024

    Question

    Robert Dee, on for Terry Tillman at Truist, asked about the opportunity and strategic unlocks associated with the new India data center.

    Answer

    Executive Andy Dignan explained the India data center was initially built to serve large existing customers and that a healthy pipeline is now being developed to fill its capacity. Executive Barry Zwarenstein added that while the data center is currently a near-term drag on gross margins due to upfront costs, this impact will ameliorate over time as revenue grows.

    Ask Fintool Equity Research AI

    Robert Dee's questions to Q2 Holdings (QTWO) leadership

    Robert Dee's questions to Q2 Holdings (QTWO) leadership • Q3 2024

    Question

    Robert Dee, on for Terry Tillman, asked about expectations for the bank M&A environment and whether challenges faced by private competitors are driving new business for Q2.

    Answer

    CEO Matthew Flake stated he anticipates bank M&A will increase in 2025, which is a tailwind given Q2's high win rate in those scenarios. He also confirmed that struggles by competitors, particularly in commercial banking, benefit Q2 due to its proven platform and strong customer references.

    Ask Fintool Equity Research AI

    Robert Dee's questions to SMAR leadership

    Robert Dee's questions to SMAR leadership • Q4 2024

    Question

    Asked for an update on the scalability and infrastructure enhancement roadmap and its potential to drive expansion with large customers. Also inquired about the company's capital allocation strategy, including M&A, given the strong cash flow guidance.

    Answer

    The company has achieved multiple milestones in its scalability roadmap, with changes expected to have a decade-long impact and support significant capacity growth for large enterprises. The capital allocation strategy is focused on strengthening the balance sheet, while keeping buybacks and potential M&A as strategic considerations.

    Ask Fintool Equity Research AI