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    W. Miller Jump

    Director and Senior Equity Research Analyst at Truist Securities

    W. Miller Jump is a Director and Senior Equity Research Analyst at Truist Securities, specializing in technology sector coverage with a concentration on software infrastructure and application companies. He provides research coverage for leading companies such as MongoDB, Confluent, Informatica, GitLab, JFrog, and Couchbase, with a performance track record that includes a 44.83% success rate and an average return of 3.87% across 31 stock ratings. Jump began his analyst career prior to joining Truist Securities, where he has established himself as a key voice in technology equity research, frequently participating in earnings calls and engaging with C-suite executives on industry trends like GenAI integration. He holds relevant securities licenses and is FINRA-registered, underscoring his professional credibility and expertise in financial analysis and investment research.

    W. Miller Jump's questions to JFrog (FROG) leadership

    W. Miller Jump's questions to JFrog (FROG) leadership • Q2 2025

    Question

    W. Miller Jump asked about the consumption trends when customers adopt Artifactory as a central AI model registry and requested an update on the key AI technology customer mentioned in the previous quarter.

    Answer

    CEO Shlomi Ben Haim explained that using Artifactory as a model registry is a major opportunity, similar to the shift to containers, that increases platform stickiness as customers consolidate all binaries. He also revealed that the previously mentioned AI customer had doubled their annual commitment with JFrog in just one quarter, demonstrating rapid expansion.

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    W. Miller Jump's questions to Dynatrace (DT) leadership

    W. Miller Jump's questions to Dynatrace (DT) leadership • Q1 2026

    Question

    W. Miller Jump inquired about the early contribution of the new 'strike teams' to the pipeline and the criteria used to determine where these specialized teams are most beneficial.

    Answer

    CFO Jim Benson confirmed they are already seeing a notable impact from the strike teams, particularly with logs. The criteria for creating a team include the product's novelty, the sales team's familiarity, and whether a specialized team can accelerate customer consumption and sales productivity, as is the case for logs and application security.

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    W. Miller Jump's questions to Confluent (CFLT) leadership

    W. Miller Jump's questions to Confluent (CFLT) leadership • Q2 2025

    Question

    W. Miller Jump from Truist Securities asked if the large AI customer's move to Confluent Platform implies an architectural advantage for AI on-premise. He also asked for clarification on how DSP is seeing strong uptake while overall Cloud revenue decelerates.

    Answer

    CEO Jay Kreps stated the AI customer's move was unique to their circumstances and not a structural trend, as the AI opportunity exists across both Cloud and Platform. Regarding DSP traction, Kreps explained that the optimization headwinds are primarily affecting large, existing Kafka installations, which is a separate dynamic from the growth of new DSP workloads. He noted that while DSP is smaller, its growth is in the early days of a sustained run, whereas optimization efforts eventually taper off.

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    W. Miller Jump's questions to PagerDuty (PD) leadership

    W. Miller Jump's questions to PagerDuty (PD) leadership • Q1 2026

    Question

    W. Miller Jump of Truist Securities asked for more detail on the enterprise churn, specifically the nature of customer downgrades, their breadth, and timing within the quarter. He followed up by asking about expectations for the net retention rate moving forward.

    Answer

    CEO Jennifer Tejada clarified the issue in enterprise was primarily downgrades, not churn, citing some 'anomalistic' events like customer mergers alongside macro caution, but stressed it was mainly due to PagerDuty's own execution. CFO Howard Wilson added that new post-sale processes should mitigate future issues and guided for a dollar-based net retention rate between 103% and 105% for the fiscal year.

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