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    Sam Valves

    Research Analyst at Needham & Company, LLC

    Sam Valves is an equity research analyst at Needham & Company, LLC, specializing in coverage of growth-oriented industrial and environmental services companies. He has been noted for his work on firms such as CECO Environmental, where his buy ratings and price target increases have contributed to notable stock performance, with recent recommendations anticipating over 15% upside for investors. With a tenure at Needham & Company beginning in the early 2020s, Sam has developed a reputation for detailed fundamental analysis and timely stock calls within the industrials sector. He holds required professional credentials and securities licenses in good standing, reflecting both industry compliance and analytical expertise.

    Sam Valves's questions to AGILYSYS (AGYS) leadership

    Sam Valves's questions to AGILYSYS (AGYS) leadership • Q3 2025

    Question

    Sam Valves, on for Mike Cikos, asked for the basis of management's confidence in a point-of-sale (POS) sales recovery and requested details on the 11 new subscription logos signed, including their verticals and product mix.

    Answer

    President and CEO Ramesh Srinivasan stated that confidence in the POS recovery stems from a strong pipeline, with the 'demo plus' pipeline for POS up 22% year-over-year. He clarified that Q1 was the low point and sales are now climbing back. Regarding the new logos, he highlighted that they purchased a record average of six products each, with a mix of POS and PMS across all company verticals.

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