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    William Fitzsimmons • Jefferies

    William Fitzsimmons's questions to Twilio Inc (TWLO) leadership

    William Fitzsimmons's questions to Twilio Inc (TWLO) leadership • Q1 2025

    Question

    William Fitzsimmons, on for Samad Samana, asked what drove the strong quarter-over-quarter growth in active customers and whether the macro dynamics in early April impacted new customer acquisition momentum.

    Answer

    Chief Revenue Officer Thomas Wyatt attributed the customer growth to an accelerating self-service channel, driven by AI startups and broader adoption of voice-enabled applications, stating the 'new business machine is working better than it's been in years.' CFO Aidan Viggiano reiterated that data through April showed no slowdown in momentum related to macro factors.

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    William Fitzsimmons's questions to Open Text Corp (OTEX) leadership

    William Fitzsimmons's questions to Open Text Corp (OTEX) leadership • Q2 2025

    Question

    William Fitzsimmons of Jefferies asked for an expansion on the security business's growth opportunities and an update on the progress of go-to-market changes announced at OpenText World.

    Answer

    CEO and CTO Mark Barrenechea detailed that the security focus is on identity, applications, network, and forensics, with a major upcoming investment in XDR through a partnership with Microsoft Azure. President of Worldwide Sales, Todd Cione, added that investments in a global sales excellence program are already yielding improved AE productivity, with more leadership enhancements underway.

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    William Fitzsimmons's questions to Verint Systems Inc (VRNT) leadership

    William Fitzsimmons's questions to Verint Systems Inc (VRNT) leadership • Q3 2025

    Question

    William Fitzsimmons, on for Samad Samana, inquired about the new partnership with RingCentral and asked for a recap of key announcements and customer feedback from the recent Engage user conference, particularly regarding product bundling.

    Answer

    CEO Dan Bodner explained the RingCentral partnership resulted from Ring's initiative to grow in the contact center market and will be a growth engine for Verint next year. Regarding the Engage conference, he highlighted the focus on customer-reported business outcomes and the strategy of offering both a la carte bots and bundled packages, like the Agent CoPilot bots, to provide customers with flexibility while encouraging faster, broader adoption of the platform's capabilities.

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    William Fitzsimmons's questions to Verint Systems Inc (VRNT) leadership • Q2 2025

    Question

    William Fitzsimmons, on for Samad Samana, asked how the bundled SaaS ACV mix between new deals and conversions compared to expectations from the December 2023 Investor Day. He also sought clarity on the mechanics of bot billing and its long-term impact on the financial model.

    Answer

    CEO Dan Bodner explained that new AI deal bookings are ahead of expectations, while conversions are lower than the flat performance they had anticipated, as customers prioritize AI adoption over infrastructure changes. He noted this doesn't impact guidance as non-converting customers remain in unbundled SaaS. Regarding billing, he described a consumption model with a minimum commit, where customers find it more economical to increase their commitment level via a simple purchase order rather than pay overages, facilitating easy expansion.

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