Sign in

    W. Miller Jump • Truist Securities

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

    W. Miller Jump's questions to Jfrog Ltd (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.

    Ask Fintool Equity Research AI

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

    W. Miller Jump's questions to Dynatrace Inc (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.

    Ask Fintool Equity Research AI

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

    W. Miller Jump's questions to Confluent Inc (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.

    Ask Fintool Equity Research AI

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

    W. Miller Jump's questions to PagerDuty Inc (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.

    Ask Fintool Equity Research AI