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    Tavy Rosner • Barclays

    Tavy Rosner's questions to Kornit Digital Ltd (KRNT) leadership

    Tavy Rosner's questions to Kornit Digital Ltd (KRNT) leadership • Q4 2024

    Question

    Tavy Rosner asked about the demand mix for 2025, specifically the prospect of selling systems via traditional CapEx versus the All-Inclusive Click (AIC) model.

    Answer

    CEO Ronen Samuel clarified that the roll-to-roll business remains entirely CapEx-based. For the DTG business, he estimated the mix is approximately 75% AIC and 25% CapEx. He explained that new-to-digital customers prefer the predictable costs of the AIC model, while established customers who understand their operational costs often find CapEx more financially favorable.

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    Tavy Rosner's questions to Magic Software Enterprises Ltd (MGIC) leadership

    Tavy Rosner's questions to Magic Software Enterprises Ltd (MGIC) leadership • Q3 2024

    Question

    Tavy Rosner inquired about the demand environment in end markets, asking if weakness was due to longer sales cycles and which specific segments were more or less receptive to their offerings.

    Answer

    Executive Asaf Berenstin clarified that the issue is not longer sales cycles but a stagnant U.S. market, which contrasts with strong, double-digit sequential growth in Israel driven by cloud, DevOps, and defense sector demand. Executive Guy Bernstein added that U.S. Fortune 500 clients had previously cut projects due to interest rate hikes but the situation has now stabilized with positive signs for Q4.

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    Tavy Rosner's questions to Amdocs Ltd (DOX) leadership

    Tavy Rosner's questions to Amdocs Ltd (DOX) leadership • Q4 2024

    Question

    Tavy Rosner of Barclays asked about the competitive environment, specifically whether Amdocs is concerned that customers transitioning to the cloud might be tempted to use point solutions from competitors.

    Answer

    CEO Shuky Sheffer expressed high confidence in customer retention during cloud transitions, citing an excellent retention rate. He argued that Amdocs' position often strengthens in the cloud, as its managed services offerings become more comprehensive, frequently including management of the cloud infrastructure itself, which expands their role with the customer.

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    Tavy Rosner's questions to Sapiens International Corporation NV (SPNS) leadership

    Tavy Rosner's questions to Sapiens International Corporation NV (SPNS) leadership • Q3 2024

    Question

    Tavy Rosner requested further details on the comment that investment decisions were being delayed, asking for specifics on the drivers, geographies, or customer types involved.

    Answer

    Chief Strategy Officer Alex Zukerman clarified that the delays stem from expanded customer due diligence rather than formal regulatory hurdles. He explained that European carriers, many adopting a full SaaS model for the first time, are exercising extra caution. Additionally, the company's new, more comprehensive 'platform proposition' deals are larger and more complex, naturally leading to longer analysis and contracting cycles for customers.

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