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    Ryan Griffin • BMO Capital Markets

    Ryan Griffin's questions to AMN Healthcare Services Inc (AMN) leadership

    Ryan Griffin's questions to AMN Healthcare Services Inc (AMN) leadership • Q2 2025

    Question

    Ryan Griffin, on for Jeff Silber from BMO Capital Markets, asked for the underlying assumptions for bill rates and volume in the third-quarter Nurse and Allied segment guidance. He also inquired about AMN's exposure to rural hospitals.

    Answer

    CFO & COO Brian Scott confirmed that the sequential decline guided for the travel nurse business is entirely volume-driven, as bill rates have been stable. He noted the Allied business is also down slightly due to seasonality in the school business. President & CEO Cary Grace stated that the company does not have a disproportionate exposure to rural hospitals compared to urban ones.

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    Ryan Griffin's questions to Fair Isaac Corp (FICO) leadership

    Ryan Griffin's questions to Fair Isaac Corp (FICO) leadership • Q3 2025

    Question

    Ryan Griffin from BMO Capital Markets inquired about the drivers behind the stronger ACV bookings pipeline and the mechanics of the new strategic collaboration with Amazon Web Services (AWS).

    Answer

    CFO Steve Weber attributed the stronger pipeline to new platform functionality and customer success stories shared at FICO World, which are building momentum. CEO Will Lansing commented that while optimistic about the AWS partnership, it is too early to say how it will impact the distribution model.

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    Ryan Griffin's questions to Robert Half Inc (RHI) leadership

    Ryan Griffin's questions to Robert Half Inc (RHI) leadership • Q2 2025

    Question

    Ryan Griffin asked how large enterprise customers performed relative to SMBs and inquired about the drivers behind the strong growth in non-U.S. Protiviti revenues.

    Answer

    President & CEO M. Keith Waddell noted that enterprise clients have been more resilient than SMBs for several quarters. For non-U.S. Protiviti, he attributed the strong growth to dramatically easier year-over-year comparisons and robust performance from large, joint go-to-market projects in Germany and Canada.

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    Ryan Griffin's questions to Equifax Inc (EFX) leadership

    Ryan Griffin's questions to Equifax Inc (EFX) leadership • Q2 2025

    Question

    Ryan Griffin asked for updates on the strategy of deepening penetration and broadening solutions with background screeners, as discussed at the recent Investor Day, and how this might affect pricing.

    Answer

    CFO John Gamble stated that Equifax is continuing to implement contracts with large talent-solution customers that provide access to a full suite of products. This approach aims to drive higher usage and efficiency for clients. While it's only been a month since the Investor Day, he confirmed the strategy is moving forward with some early successes.

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    Ryan Griffin's questions to ManpowerGroup Inc (MAN) leadership

    Ryan Griffin's questions to ManpowerGroup Inc (MAN) leadership • Q2 2025

    Question

    Ryan Griffin of BMO Capital Markets inquired about ManpowerGroup's market share gain strategy and the potential for expanding its franchise model to other geographies.

    Answer

    Chairman & CEO Jonas Prising explained that market share gains are driven by proprietary data and an AI-powered sales engine that precisely targets high-growth industry verticals. Regarding the franchise model, he confirmed it's an ongoing strategy to evaluate both existing and new markets where a local approach could accelerate growth.

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    Ryan Griffin's questions to Factset Research Systems Inc (FDS) leadership

    Ryan Griffin's questions to Factset Research Systems Inc (FDS) leadership • Q3 2025

    Question

    Ryan Griffin, on for Jeff Silber at BMO Capital Markets, asked about the swing factors that could influence results within the broad Q4 guidance range, particularly given the reliance on the institutional buy-side pipeline.

    Answer

    CEO Philip Snow explained that the pipeline is composed of a broad portfolio of opportunities and is not reliant on any single large deal. He stated that while they are well ahead of last year, the range reflects the large number of deals that need to be closed. CFO Helen Shan added the guidance range is designed to account for this variability.

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