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    Willow Miller • William Blair & Company, L.L.C.

    Willow Miller's questions to Nice Ltd (NICE) leadership

    Willow Miller's questions to Nice Ltd (NICE) leadership • Q2 2025

    Question

    Speaking for Arjun Bhatia, Willow Miller asked if NICE's evolving AI portfolio is accelerating the migration of on-premise contact center solutions to the cloud.

    Answer

    CEO Scott Russell confirmed that customers migrating from on-premise systems are now placing significant emphasis on the integrated AI capabilities of the cloud platform, a notable shift from 12-18 months ago. He stressed that the market demands a unified platform over fragmented solutions, positioning NICE's comprehensive AI and CCaaS offering as a key leader in this evolution.

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    Willow Miller's questions to Nice Ltd (NICE) leadership • Q2 2025

    Question

    Speaking for Arjun Bhatia, Willow Miller asked if NICE's evolving AI portfolio is accelerating the migration of on-premise contact centers to the cloud as customers prepare for agentic AI.

    Answer

    CEO Scott Russell confirmed that AI capabilities are now an essential evaluation criterion for customers moving from on-premise to the cloud, a significant shift from 12-18 months ago. He emphasized that customers demand a unified platform combining cloud and AI, not fragmented solutions, which aligns with NICE's strategy for its CXone mPOWER platform and the planned integration of Cognigy.

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    Willow Miller's questions to Similarweb Ltd (SMWB) leadership

    Willow Miller's questions to Similarweb Ltd (SMWB) leadership • Q2 2025

    Question

    Willow Miller of William Blair & Company, L.L.C. inquired about the necessary steps for GenAI and LLM data evaluation prospects to convert into paid, recurring customers.

    Answer

    Co-Founder & CEO Or Offer stated that conversion is a function of the standard sales cycle, involving customer testing and validation, and expressed high confidence in the pipeline. CFO Jason Schwartz added that these are typically seven-figure deals and pointed to a prior customer's successful renewal and multi-million dollar upsell as a model for these new prospects.

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    Willow Miller's questions to GoDaddy Inc (GDDY) leadership

    Willow Miller's questions to GoDaddy Inc (GDDY) leadership • Q2 2025

    Question

    Willow Miller inquired about the deceleration in Applications & Commerce (A&C) growth during the quarter and whether a trough was expected, and also asked about the performance of recent customer cohorts who have experienced the Arrow platform.

    Answer

    CFO Mark McCaffrey clarified there is no trough in A&C growth, attributing the deceleration to a tough year-over-year comparison and highlighting the segment's ~$2 billion run rate. CEO Aman Bhutani added that comps will ease in the second half. Regarding Arrow cohorts, McCaffrey noted they convert at higher rates, drive larger order sizes, and have near-perfect retention, which Bhutani confirmed is driven by higher multi-product attach rates.

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    Willow Miller's questions to GoDaddy Inc (GDDY) leadership • Q3 2024

    Question

    Willow Miller, on for Arjun Bhatia, asked for commentary on the current macro environment's impact on the customer base and inquired about the quarter-over-quarter deceleration in A&C bookings growth.

    Answer

    CEO Aman Bhutani stated that the macro environment remains broadly stable, with internal improvements in conversion and pricing offsetting any pockets of weakness. CFO Mark McCaffrey added that new customers show higher intent and ARPU. McCaffrey clarified that the A&C bookings growth rate change was not due to slowing momentum but rather the effect of facing tougher year-over-year comparisons in Q3.

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    Willow Miller's questions to Amplitude Inc (AMPL) leadership

    Willow Miller's questions to Amplitude Inc (AMPL) leadership • Q2 2025

    Question

    Willow Miller, on for Arjun Bhatia, asked for an update on the company's go-to-market evolution and how the sales force has responded to the strategic changes.

    Answer

    Founder, CEO & Director Spenser Skates characterized the go-to-market strategy as a continuous evolution, noting the company is now well-equipped for large enterprise deals, a significant change from three years ago. He highlighted the recent creation of a strategic accounts team as an example of this evolution. He expressed that the team has responded positively, embracing the company's cultural value of a "growth mindset," which requires constant learning and adaptation.

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    Willow Miller's questions to Amplitude Inc (AMPL) leadership • Q3 2024

    Question

    Willow Miller inquired about the monetization strategy for the new Web Experimentation product and asked for an update on the competitive landscape, including any new entrants.

    Answer

    CEO Spenser Skates stated that Web Experimentation is sold directly and is gaining traction with marketing and growth teams due to its point-and-click interface. On competition, he reiterated the trend of consolidation against legacy MarTech and point solutions. He also highlighted a new opportunity arising from customer dissatisfaction with Google Analytics 4, citing its lack of depth and privacy issues as key drivers for prospects to seek alternatives like Amplitude.

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