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    William McNamara • Evercore ISI

    William McNamara's questions to CCC Intelligent Solutions Holdings Inc (CCCS) leadership

    William McNamara's questions to CCC Intelligent Solutions Holdings Inc (CCCS) leadership • Q2 2025

    Question

    William McNamara from Evercore ISI inquired about the dynamics behind the quarter's free cash flow. He also requested an update on the customer rollout and feedback for the company's pay workflow tool.

    Answer

    CFO Brian Herb explained that Q2 free cash flow was lighter than usual due to the timing of working capital and the absorption of losses from EvolutionIQ, but noted there were no significant underlying issues. He highlighted that the trailing twelve-month free cash flow margin improved to 23%. CEO Githesh Ramamurthy described the pay workflow tool as being in its early days, with positive feedback, but noted its adoption cycle is naturally slower due to its complexity compared to other solutions.

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    William McNamara's questions to Veeva Systems Inc (VEEV) leadership

    William McNamara's questions to Veeva Systems Inc (VEEV) leadership • Q1 2026

    Question

    William McNamara, on behalf of Kirk Materne at Evercore ISI, asked for the key takeaways from Veeva's recent Commercial Summit.

    Answer

    CEO Peter Gassner shared several takeaways: a positive customer feeling, indicating strong execution; a 'whole different vibe' around Vault CRM with 80 customers now live; and tangible excitement for Veeva.ai after a demo of the CRM bot. He also noted the growing realization that Veeva is more than a CRM company, with its Data Cloud and other commercial solutions becoming increasingly prominent.

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    William McNamara's questions to EverCommerce Inc (EVCM) leadership

    William McNamara's questions to EverCommerce Inc (EVCM) leadership • Q3 2024

    Question

    William McNamara inquired about the company's view on the M&A environment considering macroeconomic factors and asked if the decentralization of sales and marketing would necessitate increased headcount or retraining.

    Answer

    CEO Eric Remer stated that the company's M&A perspective hasn't changed, and they will continue to evaluate opportunities, including both acquisitions and divestitures, to maximize value. President Matt Feierstein clarified that the decentralization is not expected to cause a net increase in headcount or require significant retraining, as it involves realignment and potential consolidation of roles.

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