Sign in

    Tyler DuPont • Bank of America

    Tyler DuPont's questions to DXC Technology Co (DXC) leadership

    Tyler DuPont's questions to DXC Technology Co (DXC) leadership • Q4 2025

    Question

    On behalf of Jason Kupferberg, Tyler DuPont asked about the confidence in the new leadership team to drive a growth turnaround. He also questioned the sustainability of strong bookings and the visibility into backfilling the sales pipeline.

    Answer

    CEO Raul Fernandez expressed confidence, noting that experienced leaders he's worked with previously have 'voted with their feet' to join DXC, seeing the same significant opportunity. CFO Rob Del Bene stated that the current opportunity pipeline supports booking sustainability and that performance in pipeline progression has improved. Raul Fernandez added that better success in contract renewals also provides a solid foundation for future growth.

    Ask Fintool Equity Research AI

    Tyler DuPont's questions to DXC Technology Co (DXC) leadership • Q2 2025

    Question

    Tyler DuPont asked about the revised negative growth outlook for the GBS segment for the full year, seeking to understand if the change was driven by macroeconomic pressures or specific client issues. He also requested an update on the evolution of the go-to-market strategy and the key metrics that indicate progress.

    Answer

    CFO Rob Del Bene clarified the GBS outlook change is due to macro-driven slowdowns in discretionary custom application projects, not company-specific issues. CEO Raul Fernandez emphasized that internal 'self-help' initiatives will have a greater near-term impact than the macro environment. He detailed the new go-to-market strategy, which focuses on sales fundamentals, a rewards system tied to success, and leveraging DXC's global footprint with local delivery expertise.

    Ask Fintool Equity Research AI

    Tyler DuPont's questions to Endava PLC (DAVA) leadership

    Tyler DuPont's questions to Endava PLC (DAVA) leadership • Q3 2025

    Question

    Tyler DuPont inquired about the current pricing environment, including competitive intensity and any pricing concessions. He also asked for the organic growth in North America and for more detail on which project types are seeing stability versus pressure across different geographies.

    Answer

    CFO Mark Thurston acknowledged that the market is more competitive but stated that average day rates are holding stable, with pricing constructs on larger deals being the primary form of concession. He noted North America's reported growth is skewed by the GalaxE acquisition and that FX headwinds are a major factor in its sequential performance. CEO John Cotterell added that growth areas are AI, data, and cloud, while more commodity-type work like application maintenance is facing increased competitive pressure.

    Ask Fintool Equity Research AI

    Tyler DuPont's questions to Endava PLC (DAVA) leadership • Q3 2025

    Question

    Tyler DuPont inquired about the current pricing environment, asking if Endava is making concessions to win deals, and sought clarity on organic growth in North America and the types of projects seeing stability versus pressure.

    Answer

    CFO Mark Thurston explained that while the market is more competitive, average day rates are holding stable, though they do create compelling commercial constructs for larger deals. He noted North America's growth was hampered by FX headwinds and slower deal conversions, particularly in automotive. CEO John Cotterell added that growth is strongest in AI, data, and cloud projects, while more commoditized services like application maintenance face greater pricing pressure.

    Ask Fintool Equity Research AI

    Tyler DuPont's questions to Endava PLC (DAVA) leadership • Q2 2025

    Question

    Tyler DuPont from Bank of America asked about the company's visibility into calendar 2025 client budgets, given ongoing project delays. He also followed up by asking about the nature of pricing conversations and whether Endava is offering concessions to compensate for spending pullbacks.

    Answer

    CEO John Cotterell responded that client budgets are still being finalized, partly because clients are just beginning to understand the potential of Endava's new AI-driven core modernization offerings and need to conduct proofs-of-concept before committing funds. Regarding pricing, Cotterell stated that the company is actually seeing a slow improvement, driven by the recovery of inflation-related costs and productivity gains from accelerators and outcome-based deals, rather than engaging in price concessions.

    Ask Fintool Equity Research AI

    Tyler DuPont's questions to Endava PLC (DAVA) leadership • Q2 2025

    Question

    Tyler DuPont asked about Endava's visibility into calendar 2025 client budgets amid project delays and also questioned if the company is engaging in more significant pricing conversations to offset spending pullbacks.

    Answer

    CEO John Cotterell responded that budget visibility is still developing as clients are just beginning to understand the potential of Endava's new AI-driven core modernization offerings, leading them to re-evaluate and create new budgets. Regarding pricing, Cotterell stated that pricing is actually seeing a slow improvement, driven by the recovery of inflationary costs and productivity gains from outcome-based deals and the use of accelerators.

    Ask Fintool Equity Research AI

    Tyler DuPont's questions to Kyndryl Holdings Inc (KD) leadership

    Tyler DuPont's questions to Kyndryl Holdings Inc (KD) leadership • Q4 2025

    Question

    Tyler DuPont inquired about the go-to-market strategy and margin profile for the Kyndryl Consult business, and asked if the company has considered using its pricing power more aggressively given strong bookings margins.

    Answer

    Chairman and CEO Martin Schroeter explained that Kyndryl Consult has accretive margins and the company is accelerating investment in the business. He noted its growth as a percentage of total revenue will moderate as the company's overall revenue base is now growing. Regarding pricing, Schroeter stated that the current high-single-digit adjusted PTI margin on new signings is the 'right place' for the company, as it reflects the value being created for and captured from customers.

    Ask Fintool Equity Research AI

    Tyler DuPont's questions to Kyndryl Holdings Inc (KD) leadership • Q3 2025

    Question

    Tyler DuPont from Bank of America asked for details on the sources of bookings growth, such as specific practices or industries, and requested an update on the ramp-up of large deals signed recently. He also inquired about the potential impact of tariffs on client IT budgets.

    Answer

    CFO David Wyshner explained that signings growth is broad-based across geographies and practices, with particular strength in security, cloud, and AI. He highlighted that the company has signed 20 deals over $100 million year-to-date, double the number from the prior year. CEO Martin Schroeter added that Kyndryl sees no direct impact from tariffs and that general market volatility serves as a tailwind, driving customer demand for their services.

    Ask Fintool Equity Research AI

    Tyler DuPont's questions to Flywire Corp (FLYW) leadership

    Tyler DuPont's questions to Flywire Corp (FLYW) leadership • Q1 2025

    Question

    Tyler DuPont, on for Jason Kupferberg, asked about Flywire's competitive positioning in education amid the current macro environment and requested an update on the operational review's progress and margin implications.

    Answer

    CEO Mike Massaro stated that Flywire competes on product and performance, not price, and continues to win against incumbents by leveraging its global software suite. He confirmed the operational review is comprehensive, covering everything from organizational structure to procurement. CFO Cosmin Pitigoi added that significant OpEx leverage was already achieved in Q1, giving them confidence in meeting margin commitments for the year.

    Ask Fintool Equity Research AI