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    Suthan Sukumar • Stifel Financial Corp.

    Suthan Sukumar's questions to Docebo Inc (DCBO) leadership

    Suthan Sukumar's questions to Docebo Inc (DCBO) leadership • Q2 2025

    Question

    Suthan Sukumar of Stifel Financial Corp. requested details on the size and scope of the 'Big Tech' expansion deal and the potential for future growth within that account. He also asked how the go-to-market priorities might shift under the new CRO.

    Answer

    CFO Brandon Farber described the deal as a large six-figure contract for a customer education use case in a completely new department. He noted significant growth potential remains, as Docebo has not yet penetrated the employee experience use case and the customer uses other LMSs. CEO Alessio Artuffo added that he does not anticipate drastic shifts from the new CRO, but rather a sharpened focus on execution efficiency and integrating the sales and customer success functions.

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    Suthan Sukumar's questions to Docebo Inc (DCBO) leadership • Q1 2025

    Question

    Suthan Sukumar inquired about the recent leadership transitions, specifically the departure of the CRO and CPO, asking if they were related to performance issues and about the status of the CRO search. He also asked for an update on the relationship with AWS following the loss of a use case and the potential risk of losing the entire account.

    Answer

    CEO Alessio Artuffo characterized the leadership changes as a proactive evolution to align the team with Docebo's next phase of growth and scale, not as a reaction to performance. He confirmed the CRO search is well underway. Regarding AWS, Artuffo stated the relationship remains excellent and collaborative, with Amazon still being an important customer. He explained AWS's decision was a strategic 'build vs. buy' choice for a mission-critical system, not a move to a competitor.

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    Suthan Sukumar's questions to Docebo Inc (DCBO) leadership • Q4 2024

    Question

    Suthan Sukumar of Stifel asked about the drivers behind the strong 15%+ attach rates for new products, questioning which offerings saw the most demand and the impact of the new pricing strategy. He also sought clarification on the FedRAMP certification timeline.

    Answer

    Interim CFO Brandon Farber responded that the impressive new logo ACV growth was driven by both the new pricing model and broad-based attachment across all new products, which are solving important use cases. He also confirmed they expect FedRAMP ATO status by the end of Q3, at which point they can win contracts, and noted that a material amount of U.S. Federal revenue is not currently in the guide.

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    Suthan Sukumar's questions to Docebo Inc (DCBO) leadership • Q2 2024

    Question

    Suthan Sukumar from Eight Capital asked for more details on the strategic scope of the new Deloitte partnership, the key drivers behind the increased revenue guidance, and the current state of the relationship with Dayforce following their legal resolution.

    Answer

    Interim CEO Alessio Artuffo described the Deloitte partnership as a marquee relationship that certifies Docebo as a white-labeled asset for Deloitte's commercial and government practices, expecting it to significantly boost the sales pipeline. CFO Sukaran Mehta attributed the higher guidance to strength in the enterprise and government segments. Mehta also confirmed the Dayforce legal action was resolved, protecting Docebo's IP, ensuring revenue continuity, and preserving the partnership while highlighting a broader strategy of diversifying channel partners.

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    Suthan Sukumar's questions to CGI Inc (GIB) leadership

    Suthan Sukumar's questions to CGI Inc (GIB) leadership • Q3 2025

    Question

    Suthan Sukumar inquired about CGI's IP strategy, specifically the mix of in-house R&D versus client co-development and the product roadmap beyond AI. He also asked for an update on the integration progress of recent acquisitions and any notable outcomes.

    Answer

    President and CEO François Boulanger clarified that 40% of CGI's IP revenue is now driven by solutions with embedded AI, highlighting strong momentum in government ERP and financial platforms like Wealth360. Regarding acquisitions, he noted positive progress in integrating firms like Dougherty and BJSS by combining their strong client relationships with CGI's broader capabilities, such as its India delivery centers, which has been well-received by clients.

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    Suthan Sukumar's questions to Lightspeed Commerce Inc (LSPD) leadership

    Suthan Sukumar's questions to Lightspeed Commerce Inc (LSPD) leadership • Q1 2025

    Question

    Suthan Sukumar asked about software ARPU drivers beyond pricing, such as module upsell, and about the competitive landscape outside of North America.

    Answer

    President JD Saint-Martin attributed ARPU growth to the higher value of flagship products and strong module attach rates for features like Insights and advanced inventory. He described the international competitive landscape as 'very fragmented and region-focused,' which positions Lightspeed as a dominant player due to its presence across multiple countries in Europe and APAC.

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