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    William Vandrick • Scotiabank

    William Vandrick's questions to AvePoint Inc (AVPT) leadership

    William Vandrick's questions to AvePoint Inc (AVPT) leadership • Q1 2025

    Question

    William Vandrick inquired about the current demand environment, asking if AvePoint is observing any customer hesitation or longer sales cycles. He also asked about the competitive landscape and whether data governance is a primary driver for new logos as companies prepare for AI and Copilot adoption, or if resilience and migration remain the typical entry points.

    Answer

    CEO Tianyi Jiang stated that the demand environment remains consistent with prior quarters, with AI and security being the top enterprise needs. He noted that while the company is monitoring potential macro impacts, the business climate is stable. He confirmed that security and governance are key drivers and entry points for new customers, especially as they move from experimenting with AI to implementation, highlighting that the Control suite, focused on governance, is the company's highest-growth suite.

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    William Vandrick's questions to N-Able Inc (NABL) leadership

    William Vandrick's questions to N-Able Inc (NABL) leadership • Q1 2025

    Question

    William Vandrick asked about the traction with the Adlumin security solution, the primary catalysts for its greenfield adoption, and the progress on integrating all offerings into a single, unified platform.

    Answer

    President and CEO John Pagliuca explained that Adlumin is succeeding in a "blue ocean" market where most MSPs lack a solution, with adoption driven by breaches, cyber insurance requirements, and proactive security upgrades. He emphasized that the platform's value lies in automating workflows to create a complete cyber resiliency story (detect, remediate, recover), which is a key differentiator.

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    William Vandrick's questions to N-Able Inc (NABL) leadership • Q4 2024

    Question

    William Vandrick asked about N-able's strategy for cross-selling its broader platform to customers who initially adopt only the Cove data protection solution, and also inquired about the company's exposure to the U.S. federal government end market.

    Answer

    President and CEO John Pagliuca explained that the playbook involves demonstrating the efficiency and security gains of an integrated platform, showing Cove customers how UEM and XDR offerings create a complete solution. Regarding government exposure, EVP and CFO Tim O'Brien noted no direct visibility into MSPs' end customers but emphasized the company's highly diversified end markets. John Pagliuca added that with nearly half of revenue coming from outside the U.S., the company has significant geographic diversification.

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    William Vandrick's questions to Informatica Inc (INFA) leadership

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

    Question

    William Vandrick, on for Patrick Colville from Scotiabank, questioned what is needed for more widespread adoption of Informatica's GenAI capabilities and asked about the implications of agentic AI for the company's future. He also inquired about the size of the U.S. federal government business.

    Answer

    CEO Amit Walia noted that the 100 customers using GenAI are large enterprises in meaningful proof-of-concept phases, representing a significant long-term opportunity. Regarding agentic AI, he pointed to the company's AI engine, CLAIRE, which enabled a quick pivot to copilots like CLAIRE GPT. CFO Mike McLaughlin stated that the U.S. federal business is less than 5% of total revenue.

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