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    William Miller Jump • Truist Securities

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

    William Miller Jump's questions to Jfrog Ltd (FROG) leadership • Q1 2025

    Question

    William Miller Jump requested details on the current sales pipeline's volume and value compared to the prior year. He also asked if the company was altering its investment strategy in response to macroeconomic uncertainty.

    Answer

    CEO Shlomi Haim noted that the trend of large enterprises signing bigger platform deals continues, with the pipeline growing and sizable deals expected in the second half. CFO Ed Grabscheid affirmed that JFrog's DNA is to balance profitability and investment, and the conservative top-line guidance means any overachievement would flow to the bottom line.

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    William Miller Jump's questions to Couchbase Inc (BASE) leadership

    William Miller Jump's questions to Couchbase Inc (BASE) leadership • Q4 2025

    Question

    William Miller Jump asked about the evolution of the go-to-market strategy, particularly regarding strategic accounts, and inquired about customer churn activity during the quarter.

    Answer

    CEO Matthew Cain described an evolving go-to-market motion that balances heavy investment in large strategic accounts with a more efficient, digitally-driven approach for the broader funnel, leveraging tools like the perpetual free tier. He stated the company feels great about its current capacity. CFO Gregory Henry reported that customer loss and downsell (churn) were in line with expectations, reinforcing that the higher churn event in Q2 was an anomaly.

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    William Miller Jump's questions to Informatica Inc (INFA) leadership

    William Miller Jump's questions to Informatica Inc (INFA) leadership • Q4 2024

    Question

    William Miller Jump of Truist Securities asked whether partial renewals, where a customer reduces their spend, remain in the pipeline as opportunities for future recovery.

    Answer

    CEO Amit Walia confirmed that these situations are absolutely seen as recovery opportunities, emphasizing the importance of not losing the customer entirely. CFO Mike McLaughlin added that the IPU-based consumption model makes this recovery frictionless, as customers can simply purchase more capacity for new use cases without renegotiating contracts for specific products.

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

    William Miller Jump's questions to PagerDuty Inc (PD) leadership • Q3 2025

    Question

    William Miller Jump, on for Joel Fishbein, asked for a comparison of pipeline visibility and deal composition versus a year ago. He also inquired about any changes in contract terms that might be affecting the billings growth metric.

    Answer

    CFO Howard Wilson described the improvement in pipeline visibility as 'night and day' compared to a year ago, with visibility now stretching into Q3 of the next fiscal year. He noted the pipeline has a healthy mix but with a focus on larger deals. Regarding billings, he explained that fluctuations are caused by the timing of multiyear deals and the practice of co-terming expansion contracts to a customer's anniversary date, which can result in shorter-term billings for a larger ARR commitment.

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