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    Tamjid Chowdhury

    Research Analyst at Guggenheim Securities

    Tamjid Chowdhury is an Equity Research Analyst at Guggenheim Securities, specializing in the software sector with coverage of major companies such as Akamai, Oracle, Smartsheet, ARM, SentinelOne, Cloudflare, ServiceNow, and Okta. He has demonstrated a solid track record, accurately predicting outcomes for over half of his coverage universe in recent market reports, and is recognized for his rigorous research and timely adjustments to inherited coverage models. Chowdhury began his career as an Equity Research Associate at Credit Suisse Securities in 2015 after graduating from Baruch College, joining Guggenheim Securities in March 2022 and advancing to Vice President by 2023. He holds FINRA registration, confirming the required securities licenses to act as a registered broker and research analyst.

    Tamjid Chowdhury's questions to SMAR leadership

    Tamjid Chowdhury's questions to SMAR leadership • Q2 2024

    Question

    Speaking on behalf of John DiFucci, Tamjid Chowdhury asked about the visibility into the second half that supports the maintained billings growth guidance. He also questioned the motivation and early feedback for making Data Shuttle and Dynamic View available via self-discovery.

    Answer

    Pete Godbole cited a strong Q2 close, a healthy Q3 pipeline, and strong close rates as the basis for their confidence in the second-half billings guide. Mark Mader explained that self-discovery aims to reduce friction and empower customers globally to adopt powerful features without sales intervention. He shared positive early feedback, noting that neither self-discovery nor Gen AI benefits are factored into the current financial outlook.

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