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    Yi Fu Lee • Cantor Fitzgerald & Co.

    Yi Fu Lee's questions to Docebo Inc (DCBO) leadership

    Yi Fu Lee's questions to Docebo Inc (DCBO) leadership • Q2 2025

    Question

    Yi Fu Lee from Cantor Fitzgerald asked about the go-to-market and sales strategy for monetizing the Harmony AI platform. He also inquired about the outlook for other verticals like auto and industrial, and how the 'Big Five' tech win validates Docebo's capabilities post-AWS.

    Answer

    CEO Alessio Artuffo stated that the current strategy for Harmony is to drive adoption and value first by providing it to all customers, using it as a key differentiator rather than an immediate monetization tool. CFO Brandon Farber noted that while some enterprise verticals still face elongated sales cycles, the 'Big Five' win serves as a powerful reference that proves Docebo's execution and customer success capabilities, which helps in winning other logos.

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    Yi Fu Lee's questions to Docebo Inc (DCBO) leadership • Q1 2025

    Question

    Yi Fu Lee asked for feedback from the recent Inspire conference and its impact on the sales pipeline. He also inquired about the timeline for monetizing the new Agentic AI capabilities. Finally, he asked about the level of conservatism baked into the revised 2025 guidance.

    Answer

    CEO Alessio Artuffo highlighted enthusiastic feedback from Inspire on Docebo Creator and a planned UX overhaul, noting the event is a strong lead generator. He explained that for Agentic AI, the priority is shipping a valuable product first, with monetization to follow once customer ROI is clear. CFO Brandon Farber added that the revised guidance is a measured approach that does not factor in potential upside from material FedRAMP revenue or large 'whale' deals in 2025.

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    Yi Fu Lee's questions to Docebo Inc (DCBO) leadership • Q4 2024

    Question

    Yi Fu Lee from Cantor Fitzgerald asked for customer feedback and traction on the new AI Authoring, Advanced Analytics, and Communities products, and which of them has the most near-term versus long-term potential.

    Answer

    CEO Alessio Artuffo stated that early impact from all new products has been positive and that all have high potential as they address different customer needs. He elaborated on the AI Authoring strategy, clarifying the goal is not to compete with traditional tools but to make content creation a pervasive, highly efficient, and embedded capability that enables hyper-personalization at scale and delivers rapid ROI.

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    Yi Fu Lee's questions to CSG Systems International Inc (CSGS) leadership

    Yi Fu Lee's questions to CSG Systems International Inc (CSGS) leadership • Q2 2025

    Question

    Yi Fu Lee from Cantor Fitzgerald asked about the potential for a larger, transformational M&A deal to accelerate diversification. He also followed up on potential GenAI-related acquisitions and requested more detail on the terminated Latin American contract.

    Answer

    CEO Brian Shepherd explained that larger M&A would focus on acquiring domain-specific monetization platforms in new verticals or scale acquisitions in the TMT space, but discipline is key. He stated that CSG is unlikely to pursue major AI acquisitions due to high multiples, preferring to use R&D and partnerships. CFO Hai Tran identified the terminated contract as being with Digicel, attributing the change to their organizational shifts and noting the revenue impact was minimal and already factored into guidance.

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    Yi Fu Lee's questions to SmartRent Inc (SMRT) leadership

    Yi Fu Lee's questions to SmartRent Inc (SMRT) leadership • Q2 2025

    Question

    Yi Fu Lee from Cantor Fitzgerald asked CEO Frank Martell to elaborate on his strategic vision and how it differs from the prior CEO's. He also inquired about the SaaS revenue model adoption, the timeline for hardware headwinds to subside, the path to sustained profitability beyond 2025, and the specifics of the AI product roadmap.

    Answer

    CEO Frank Martell outlined his vision to expand SmartRent's technology into every apartment by increasing operating leverage and using AI for efficiency and customer value. CFO Daryl Stemm added that SaaS revenue growth is driven by adding new units and that new bookings have a significantly higher ARPU (over $8) than the installed base. Stemm clarified the goal is to exit 2025 at a cash flow neutral run rate but stopped short of giving formal 2026 guidance. Martell noted AI will be used for data-driven client insights, service efficiency, and risk detection.

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    Yi Fu Lee's questions to SmartRent Inc (SMRT) leadership • Q1 2025

    Question

    Yi Fu Lee from Cantor Fitzgerald & Co. asked for the rationale behind the recent CEO change and the desired qualities in a new leader. He also inquired about the company's strategy to mitigate tariff impacts and the expected timeline and key proof points for the success of the go-to-market reorganization.

    Answer

    Interim CEO John Dorman explained the CEO transition was a board-initiated decision unrelated to strategy or performance and that the new leader will have experience scaling recurring revenue businesses. CFO Daryl Stemm detailed tariff mitigation strategies, noting a potential $2 million impact in the second half of the year. Dorman added that while a specific timeline for the go-to-market inflection is uncertain due to various factors, the primary proof point for success will be a sustainable acceleration in bookings.

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    Yi Fu Lee's questions to Udemy Inc (UDMY) leadership

    Yi Fu Lee's questions to Udemy Inc (UDMY) leadership • Q2 2025

    Question

    Yi Fu Lee from Cantor Fitzgerald requested more detail on the "Udemy 2.0" product differentiation, the role of the new CTO, and the path to revenue reacceleration in 2026 after an expected bottom in Q3 2025.

    Answer

    CEO Hugo Sarrazin explained that new CTO Ozzy Goldsmith's enterprise software scaling experience is vital for building the "Udemy 2.0" platform, which requires a robust backend for multiple monetization models. CFO Sarah Blanchard stated that reacceleration will be driven by monetizing AI demand and improved retention, highlighting that new large customer ARR per logo is up nearly 30% quarter-over-quarter.

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    Yi Fu Lee's questions to Udemy Inc (UDMY) leadership • Q1 2025

    Question

    Yi Fu Lee of Cantor Fitzgerald asked about the AI opportunity, specifically how it translates to upsell or cross-sell revenue and how the company plans to package its AI offerings.

    Answer

    CEO Hugo Sarrazin explained that while AI content is currently part of the main Udemy Business offering, the strategy is evolving. The company plans to create targeted, AI-specific packages for different organizational roles at various price points. He also mentioned exploring an 'AI premium' tier or enhancing the 'Pro' SKU. Features like AI-powered role-playing, though currently bundled, could be monetized separately in the future.

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    Yi Fu Lee's questions to Udemy Inc (UDMY) leadership • Q4 2024

    Question

    Yi Fu Lee asked for observations on corporate spending under the new administration and the timeline for using GenAI to help instructors create assessments, including any early feedback.

    Answer

    CEO Greg Brown saw no material impact from the new administration yet but noted its focus on skills development aligns with Udemy's mission. CTO Eren Bali revealed the AI assessment tool is already live and scaling, with plans to triple topic coverage in H1 2025 and achieve full platform coverage by 2026.

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    Yi Fu Lee's questions to Udemy Inc (UDMY) leadership • Q3 2024

    Question

    Yi Fu Lee of Cantor Fitzgerald asked what levers Udemy can pull to stabilize the net dollar retention rate if the macro environment remains unchanged and inquired about the product roadmap priorities for new CTO Eren Bali beyond the current focus on AI.

    Answer

    CFO Sarah Blanchard stated that focusing on retention, delivering value, and expanding business and soft skills capabilities will create more upsell opportunities. CEO Greg Brown added that new AI products will drive engagement, positively impacting retention. Regarding new CTO Eren Bali, Brown expressed excitement about his return enabling faster innovation but declined to share specific roadmap details.

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    Yi Fu Lee's questions to Coursera Inc (COUR) leadership

    Yi Fu Lee's questions to Coursera Inc (COUR) leadership • Q2 2025

    Question

    Yi Fu Lee from Cantor Fitzgerald asked for the specific data points the new CPO and CDO will use to manage the business, inquired about the product roadmap, and sought guidance on gross margin trends.

    Answer

    CEO Greg Hart outlined the key metrics as traffic, conversion, engagement, retention, and ARPU, which the new leadership will track to drive improvements. He highlighted perpetual investment in Coursera Coach and AI translations as key roadmap priorities. CFO Ken Hahn projected long-term expansion for consumer gross margin but did not forecast a near-term increase, instead pointing to the significant full-year EBITDA margin guidance raise.

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    Yi Fu Lee's questions to Rubrik Inc (RBRK) leadership

    Yi Fu Lee's questions to Rubrik Inc (RBRK) leadership • Q2 2025

    Question

    Yi Fu Lee asked about the Mandiant partnership's role in penetrating the Google Cloud ecosystem and inquired about future plans for other cloud providers like AWS.

    Answer

    CEO Bipul Sinha emphasized Rubrik's multi-cloud partnership strategy across Microsoft, Google, and AWS. He described the Mandiant collaboration as a significant step that combines Rubrik's data security intelligence with Mandiant's threat response capabilities on Google Cloud. He affirmed the company will continue to pursue valuable product integrations that benefit customers across its ecosystem.

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