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    Rohit Kulkarni • ROTH Capital Partners, LLC

    Rohit Kulkarni's questions to Fiverr International Ltd (FVRR) leadership

    Rohit Kulkarni's questions to Fiverr International Ltd (FVRR) leadership • Q2 2025

    Question

    Rohit Kulkarni asked about the types of demand and use cases Fiverr is seeing for AI agents and workflow automation, and questioned the assumptions behind GMV trends for the second half of the year.

    Answer

    Micha Kaufman, Founder & CEO, provided specific growth metrics, noting that categories like AI agents and workflow automation have grown tenfold in the last six months. He emphasized that Fiverr experts are crucial in bridging the gap between AI technology and business results. Ofer Katz, President & CFO, added that they view the macro environment as stable and are not interpreting minor GMV fluctuations as a new trend, thus reiterating guidance for H2 GMV to be flat to slightly down.

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    Rohit Kulkarni's questions to Fiverr International Ltd (FVRR) leadership • Q4 2024

    Question

    Rohit Kulkarni inquired about the specific categories driving the company's upmarket demand and asked about the rationale and goals behind the new freelancer equity program.

    Answer

    CEO Micha Kaufman identified Programming & Tech as a key category driving upmarket growth, aided by products like dynamic matching. Regarding the equity program, he described it as an industry-first initiative to reward top-performing freelancers, allowing them to 'own a piece' of the future they are helping to build, with formal details to be filed soon.

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    Rohit Kulkarni's questions to Fiverr International Ltd (FVRR) leadership • Q3 2024

    Question

    Rohit Kulkarni of ROTH Capital Partners, LLC asked about the company's hiring plans and cost discipline. He also sought more color on the recent step-up in take rate expansion and requested an update on capital allocation, specifically regarding the convertible notes and share buybacks.

    Answer

    CEO Micha Kaufman described hiring as "very disciplined" but noted the company isn't shy about investing in product and growth where needed. He attributed the strong take rate to consistent, methodical execution on products that add value for users, not a coincidental event, and expects the trend to continue. CFO Ofer Katz added that the company has sufficient cash to manage the convertible note liability and will maintain flexibility. Regarding buybacks, he stated they are actively managed to prioritize long-term shareholder value.

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    Rohit Kulkarni's questions to Yext Inc (YEXT) leadership

    Rohit Kulkarni's questions to Yext Inc (YEXT) leadership • Q1 2026

    Question

    Rohit Kulkarni from ROTH Capital Partners, LLC inquired about the drivers behind the improved net retention rate, asked for color on the growth of the core Yext business excluding recent acquisitions, and questioned the timing and motivation for securing the new loan facility from BlackRock.

    Answer

    CEO Mike Walrath explained that improved gross and net retention are driven by the increasing value perception of Yext's core products in a fragmenting search market, which combats commoditization. He noted upsell is driven by innovative products like Scout. CFO Daryl Bond stated the new BlackRock credit facility was timed as the prior SVB facility was expiring and offers better terms and flexibility to pursue M&A and other growth initiatives. Walrath added that the facility allows Yext to be agile in a market with growing M&A opportunities.

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    Rohit Kulkarni's questions to Yext Inc (YEXT) leadership • Q4 2025

    Question

    Rohit Kulkarni of ROTH Capital Partners asked about the company's spending philosophy for fiscal 2026, its investment priorities for achieving the $100M+ EBITDA target, and the rationale behind the Places Scout acquisition in the context of search fragmentation.

    Answer

    CEO Michael Walrath stated that Yext will manage expenses conservatively until ARR growth accelerates, with the flexibility to reinvest in growth or allow profit to flow to the bottom line. CFO Darryl Bond noted Hearsay integration synergies will also contribute. Walrath added that the Places Scout acquisition provides critical competitive data and insights, which, combined with Yext's platform, helps clients navigate the increasingly fragmented AI-driven search landscape.

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    Rohit Kulkarni's questions to Yext Inc (YEXT) leadership • Q3 2025

    Question

    Rohit Kulkarni from ROTH Capital Partners questioned how recent deal acceleration aligns with conservative Q4 guidance and the role of FX. He also asked about the go-to-market strategy for Yext Social and the company's updated approach to achieving the Rule of 40.

    Answer

    CEO Mike Walrath explained the guidance remains conservative despite positive signs, while CFO Darryl Bond confirmed FX headwinds and deal timing impact the Q4 forecast. Walrath positioned Yext Social as a response to customer demand for unified platforms. On the Rule of 40, Walrath noted significant progress and stated future gains would be driven more by revenue growth, both organic and inorganic.

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    Rohit Kulkarni's questions to Yext Inc (YEXT) leadership • Q2 2025

    Question

    Rohit Kulkarni of ROTH Capital Partners asked about the most immediate cross-sell and upsell opportunities between the Yext and Hearsay customer bases. He also requested an update on organic ARR growth expectations and questioned when the company anticipates its Gen AI tools will begin to materially impact bookings and new deals.

    Answer

    CEO Mike Walrath identified the most actionable opportunities as instances where one company has a customer the other does not, with the consolidation theme acting as a tailwind. Regarding ARR, he stated that due to macro uncertainty, the company expects stable to modest growth. On Gen AI, Walrath expressed a long-term view, suggesting that while it's not yet a major driver of bookings, it will become a significant tailwind in the coming years as it's integrated into platforms, emphasizing that a strong data strategy is foundational.

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    Rohit Kulkarni's questions to Upwork Inc (UPWK) leadership

    Rohit Kulkarni's questions to Upwork Inc (UPWK) leadership • Q1 2025

    Question

    Rohit Kulkarni from ROTH Capital Partners asked when AI's contribution would be significant enough to reaccelerate overall GSV growth, inquired about enterprise deal velocity, and questioned the rationale for a stable take rate outlook in 2025.

    Answer

    Management expressed confidence in GSV reacceleration in 2026, driven by AI, enterprise, and ads. CFO Erica Gessert noted no change in enterprise deal velocity and explained that the stable 2025 take rate allows for experimentation to set up for more meaningful expansion in 2026, despite strong current growth in ad monetization revenue.

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    Rohit Kulkarni's questions to Upwork Inc (UPWK) leadership • Q4 2024

    Question

    Jared, on behalf of Rohit Kulkarni from ROTH Capital Partners, asked how Upwork's capital allocation philosophy might evolve with its strong free cash flow generation and questioned the company's visibility and confidence in its annual guidance.

    Answer

    CEO Hayden Brown explained the capital allocation strategy is to judiciously invest in organic growth, pursue small tech and talent M&A, and return capital to shareholders, intending to fully offset stock-based compensation dilution going forward. CFO Erica Gessert expressed confidence in the 2025 guidance, assuming the macro environment remains stable, but noted any significant improvement would likely impact the business with a 6-to-9-month lag.

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    Rohit Kulkarni's questions to Lyft Inc (LYFT) leadership

    Rohit Kulkarni's questions to Lyft Inc (LYFT) leadership • Q4 2024

    Question

    Rohit Kulkarni of ROTH Capital Partners asked for an update on the company's confidence in its three-year outlook for 15% bookings growth and inquired how current market share compares to pre-pandemic levels.

    Answer

    CEO David Risher and CFO Erin Brewer both expressed strong confidence in their long-range plan, emphasizing that the market's fundamentals are strong and short-term price fluctuations are expected. They highlighted growth drivers like Lyft Media and their healthcare business. Regarding market share, Risher stated it's the highest since 2022 and likely since before the pandemic, but did not have specific 2019 comparison data available, viewing share as a trailing indicator of strong execution.

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    Rohit Kulkarni's questions to Reddit Inc (RDDT) leadership

    Rohit Kulkarni's questions to Reddit Inc (RDDT) leadership • Q3 2024

    Question

    Rohit Kulkarni of ROTH Capital Partners inquired about the use of Generative AI in Reddit's ad tech, its impact on advertiser adoption, and what new customer categories are being attracted by these tools.

    Answer

    COO Jen Wong highlighted the use of a GenAI-powered headline generator to improve ad resonance. She also mentioned the recent acquisition of Memorable AI to provide creative insights, with a future roadmap to integrate these insights with GenAI for automated creative optimization. The goal is to simplify campaign setup and optimization, making the platform more accessible.

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