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    Robert Dee • Truist Securities

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

    Robert Dee's questions to Paylocity Holding Corp (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.

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    Robert Dee's questions to Five9 Inc (FIVN) leadership

    Robert Dee's questions to Five9 Inc (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.

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

    Robert Dee's questions to Q2 Holdings Inc (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.

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