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    Sam Salvas

    Research Analyst at Needham & Company

    Sam Salvas is an Equity Research Associate at Needham & Company, specializing in financial technology, with a particular focus on the payments and software sectors. He has covered specific companies such as Agilysys Inc and Sapiens International, actively participating in their earnings calls and delivering focused, data-driven analysis. Starting his equity research career at Needham & Company, Salvas has established a growing presence in fintech research, leveraging expertise in fundamental analysis to support the firm's leading technology coverage. He holds active FINRA registration and relevant securities licenses, underscoring a commitment to industry standards and professional excellence.

    Sam Salvas's questions to AGILYSYS (AGYS) leadership

    Sam Salvas's questions to AGILYSYS (AGYS) leadership • Q4 2025

    Question

    Sam Salvas of Needham & Company asked about the momentum in add-on module sales, including which products have the strongest adoption, and requested color on the expected quarterly cadence for revenue and margins in fiscal 2026.

    Answer

    President & CEO Ramesh Srinivasan explained that the comprehensive ecosystem of connected add-on modules, especially for PMS, offers unique value that drives strong customer adoption. CFO Dave Wood guided for a sequential recurring revenue increase of $1.3 million to $1.6 million per quarter in FY26, noting that OpEx will see limited operating leverage as the company remains in a 'transition year' with ongoing investments.

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    Sam Salvas's questions to SAPIENS INTERNATIONAL CORP N V (SPNS) leadership

    Sam Salvas's questions to SAPIENS INTERNATIONAL CORP N V (SPNS) leadership • Q3 2024

    Question

    Sam Salvas inquired about the competitive pressures Sapiens is facing, particularly in which markets and products, and the strategies to mitigate them. He also asked about the macroeconomic assumptions underlying the preliminary 2025 revenue guidance.

    Answer

    Chief Strategy Officer Alex Zukerman identified the North American P&C core systems market as the most competitive, driven by market crowdedness and economic factors. He outlined a plan to launch a comprehensive platform proposition for this segment in 2025. CEO Roni Al-Dor clarified these pressures don't affect the reinsurance or workers' compensation businesses. CFO Roni Giladi added that the 2025 outlook is influenced by a larger-than-expected revenue recognition impact from the SaaS transition (2-3% headwind), extended sales cycles in Europe, and the carry-over effect of fewer deals signed in 2024.

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    Sam Salvas's questions to Donnelley Financial Solutions (DFIN) leadership

    Sam Salvas's questions to Donnelley Financial Solutions (DFIN) leadership • Q3 2024

    Question

    Sam Salvas inquired about the sharp growth deceleration in the Venue business, asking about competitive dynamics or market uncertainty, and also asked about the near-term growth drivers for the software business, specifically the mix between price and volume.

    Answer

    CEO Daniel Leib attributed the Venue growth moderation to lapping tougher comps and the timing of large projects, stating the 27% growth still represents market share gains. Executive Craig Clay added that strong sales execution continues to drive performance. CFO David Gardella noted that software growth is driven by price escalators in contracts and, significantly, the incremental revenue from the new tailored shareholder reports solution.

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    Sam Salvas's questions to ALKAMI TECHNOLOGY (ALKT) leadership

    Sam Salvas's questions to ALKAMI TECHNOLOGY (ALKT) leadership • Q3 2024

    Question

    Sam Salvas, on for Mayank Tandon, asked which products are showing the strongest add-on momentum and for an overview of the product roadmap heading into 2025.

    Answer

    CFO Bryan Hill identified fraud and security, data products, client services like chat, and financial wellness as the areas with the strongest cross-sell and renewal momentum. CEO Alex Shootman outlined the product roadmap, which is driven by client demand in four key areas: creating a broader end-to-end digital experience, enhancing real-time fraud management, expanding the data platform, and innovating in payments, including incorporating FedNow.

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    Sam Salvas's questions to MARKETWISE (MKTW) leadership

    Sam Salvas's questions to MARKETWISE (MKTW) leadership • Q4 2022

    Question

    Sam Salvas asked about the market reception and performance of new content rolled out in the last year and whether the company would proceed with an M&A transaction before hiring a permanent CFO.

    Answer

    CEO Amber Mason responded that technology offerings like Altimetry and TradeSmith have been well-received and are proving to be 'stickier' products, though the company is still refining its messaging. She also confirmed that they would not hesitate to execute an M&A deal before a permanent CFO is in place, expressing full confidence in their current corporate development and FP&A teams.

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