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    Todd Coupland • CIBC

    Todd Coupland's questions to Lightspeed Commerce Inc (LSPD) leadership

    Todd Coupland's questions to Lightspeed Commerce Inc (LSPD) leadership • Q1 2026

    Question

    Todd Coupland of CIBC World Markets asked if the planned 150 sales reps would be sufficient to achieve the 10-15% location growth target once fully productive. He also inquired if the strong transaction growth was due to a favorable mix or higher payment attachment rates.

    Answer

    Founder and CEO Dax Dasilva confirmed the 150 reps are a key part of the plan to reach the three-year 10-15% CAGR target. CFO Asha Bakshani attributed the payments growth to solid execution, as payments are now mandatory for eligible new customers. Dax Dasilva added that a significant opportunity remains to increase the 35% penetration rate in the company's efficiency markets.

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    Todd Coupland's questions to Lightspeed Commerce Inc (LSPD) leadership • Q3 2025

    Question

    Todd Coupland asked if the company could disclose whether it received any formal offers during the strategic review and inquired about the potential structure of the share buyback, such as using a substantial issuer bid.

    Answer

    Founder and CEO Dax Dasilva declined to share specifics of the review process but reiterated that there was strong engagement before the board concluded to remain public. CFO Asha Bakshani explained the initial $100 million buyback would be under the current NCIB, while the structure for the additional $300 million is still being evaluated, with more details to come at the Investor Day.

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    Todd Coupland's questions to Celestica Inc (CLS) leadership

    Todd Coupland's questions to Celestica Inc (CLS) leadership • Q2 2025

    Question

    Todd Coupland asked management to bridge the gap between large hyperscaler CapEx increase announcements and Celestica's own guidance updates. He also inquired about the company's current market share trends in AI servers.

    Answer

    CFO Mandeep Chawla explained that hyperscaler CapEx announcements often affirm demand forecasts Celestica has already received. President and CEO Rob Mionis added that silicon lead times are another key leading indicator. On servers, Mionis stated they are gaining share with their largest customers on AI servers due to strong execution, with a new program ramp expected to drive significant momentum.

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    Todd Coupland's questions to Celestica Inc (CLS) leadership • Q3 2024

    Question

    Todd Coupland from CIBC World Markets asked for clarification on the disconnect between Celestica's strong CCS growth outlook and the consensus forecast for low double-digit hyperscaler CapEx growth in 2025. He also asked for commentary on the broader market adoption of generative AI applications.

    Answer

    CFO Mandeep Chawla clarified the 2025 outlook (8% total, low-double-digit for CCS) and noted it reflects the current consensus for hyperscaler CapEx. He explained Celestica's high-confidence view is based on robust 12-month customer forecasts, though Q4 is less firm, and an update will come in January. Jason Phillips, President of CCS, noted that overall CapEx figures include facilities and power, not just hardware spend. Mandeep Chawla concluded by highlighting that new program wins for 2026 and beyond provide confidence in continued momentum.

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    Todd Coupland's questions to BlackBerry Ltd (BB) leadership

    Todd Coupland's questions to BlackBerry Ltd (BB) leadership • Q1 2026

    Question

    Todd Coupland asked about the QNX macro environment, questioning if the anticipated automotive production slowdowns are already being realized or if the Q2 guidance is simply precautionary, and inquired about confidence for the rest of the fiscal year.

    Answer

    CFO Tim Foote explained that Q2 royalty revenue reflects Q1 production, and the final data is not yet available. He confirmed they have priced in a reasonable amount of risk for potential disruption into the guidance. Foote added that while the situation is fluid, BlackBerry feels confident due to diversified revenue streams like professional services and development seats, which are not solely reliant on production volumes.

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    Todd Coupland's questions to BlackBerry Ltd (BB) leadership • Q1 2025

    Question

    Todd Coupland of CIBC World Markets asked when BlackBerry plans to provide segmented financial results below the revenue line for its two main divisions. He also sought clarification on the 'headwind' comment regarding the IoT business and its potential impact on growth.

    Answer

    CEO John Giamatteo announced that detailed segmented financial reporting will be unveiled at the company's Investor Day on October 16th. Executive Tim Foote clarified that the 'headwind' refers to the ongoing, industry-wide delays in OEM software development programs, not the EV/ICE powertrain mix, to which QNX is largely agnostic. He confirmed these known delays are already factored into the full-year guidance.

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    Todd Coupland's questions to Rubrik Inc (RBRK) leadership

    Todd Coupland's questions to Rubrik Inc (RBRK) leadership • Q1 2026

    Question

    Todd Coupland from CIBC World Markets questioned why the forward guidance appeared conservative, even after accounting for a Q1 revenue tailwind, given the strong results and positive market drivers discussed.

    Answer

    Chief Financial Officer Kiran Choudary clarified that the 7% figure mentioned was a tailwind to revenue growth, not a headwind. Regarding the guidance, she explained that the company focuses on subscription ARR as its key performance metric. She noted that after a strong quarter with 23% net new ARR growth, the company passed the full beat from Q1 into the full-year guidance and raised it slightly more, reflecting confidence in the business.

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