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    Robert Simmons

    Research Analyst at Rosenblatt Securities

    Robert Simmons is a Research Analyst at Rosenblatt Securities, specializing in technology sector coverage with a focus on software and data management companies. He covers firms such as Couchbase Inc. and Smartsheet (SMAR), demonstrating a deep engagement through earnings call questions and industry analysis. With 16 years of experience across seven firms and a tenure at Rosenblatt Securities since at least 2023, Simmons has built a robust track record supported by his FINRA registration and active state license. His analytical acumen and regulatory credentials underscore his reputation as a thoughtful contributor in the field of equity research.

    Robert Simmons's questions to Couchbase (BASE) leadership

    Robert Simmons's questions to Couchbase (BASE) leadership • Q1 2026

    Question

    Robert Simmons questioned the guided revenue growth pattern for the year, noting a projected dip in Q2's growth rate before an expected acceleration in the second half, and asked for the underlying cause.

    Answer

    Interim CFO Bill Carey and CEO Matt Cain clarified that the pattern is a direct result of customer migrations from enterprise licenses to the Capella cloud service. This shift creates a temporary lag in revenue recognition, as upfront license revenue is replaced by usage-based revenue that ramps over time. They stated that this disconnect is currently at its peak and that revenue growth will begin to converge with ARR growth in the second half of the year and beyond.

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    Robert Simmons's questions to SMAR leadership

    Robert Simmons's questions to SMAR leadership • Q2 2024

    Question

    Robert Simmons requested color on business performance by geography and vertical. He also asked about the drivers for the operating income guide being raised more than the revenue guide, questioning where spending was being cut or increased.

    Answer

    Pete Godbole detailed performance by vertical, highlighting strength in consumer goods and education, and relative weakness in media and technology. He explained the margin improvement comes from both the revenue beat and 'no fault cost reduction,' which involves being highly thoughtful and scrutinizing all non-revenue investments and hiring decisions.

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