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    Sam Salvas • Needham & Company

    Sam Salvas's questions to Agilysys Inc (AGYS) leadership

    Sam Salvas's questions to Agilysys Inc (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 Corporation NV (SPNS) leadership

    Sam Salvas's questions to Sapiens International Corporation NV (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 Inc (DFIN) leadership

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

    Sam Salvas's questions to Alkami Technology Inc (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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