Sign in

    William Jellison • D.A. Davidson & Co.

    William Jellison's questions to Phreesia Inc (PHR) leadership

    William Jellison's questions to Phreesia Inc (PHR) leadership • Q1 2026

    Question

    William Jellison asked about Phreesia's labor strategy, referencing a noted increase in international talent in the 10-K and how it connects to the company's expense trajectory.

    Answer

    CFO Balaji Gandhi clarified that the increase in international headcount was not from new hiring but resulted from the consolidation of a long-standing team in India into a formal corporate entity, Phreesia India, which caused them to be included in the official headcount.

    Ask Fintool Equity Research AI

    William Jellison's questions to SPS Commerce Inc (SPSC) leadership

    William Jellison's questions to SPS Commerce Inc (SPSC) leadership • Q4 2024

    Question

    William Jellison asked about the impact of European expansion on the new TAM's customer count and questioned the drivers behind the strong implied EBITDA margin guide for 2025, given recent dilutive acquisitions.

    Answer

    Executive Chad Collins stated that the international portion of the TAM has been consistent in their methodology and the increase was proportional across geographies, not specifically driven by the European presence. Executive Kimberly Nelson explained that the strong 22-24% adjusted EBITDA growth guidance is largely driven by expected continued improvement in gross margin, as the company scales and grows into prior investments.

    Ask Fintool Equity Research AI

    William Jellison's questions to PDF Solutions Inc (PDFS) leadership

    William Jellison's questions to PDF Solutions Inc (PDFS) leadership • Q3 2024

    Question

    Will Jellison of D.A. Davidson & Co. requested an update on the progress of MLOps pilot programs and asked for more color on the small investment PDF Solutions made in a private company during the quarter.

    Answer

    CEO John Kibarian reported that several MLOps pilots are ongoing, focusing on complex test flows like virtual burn-in and chiplet matching to optimize downstream testing. CFO Adnan Raza detailed the private investment as a $2 million convertible note in a company with differentiated technology. Kibarian added that the technology is in physical measurement, is synergistic with the eProbe and the company's software stack, and provides additional insights into the relationship between design layout and test faults for leading-edge applications.

    Ask Fintool Equity Research AI