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Yoni Simoes

Vice President and Sell-Side Equity Research Analyst at Baird Robert W & Co. Inc. /wi/

Yoni Simoes is a Vice President and Sell-Side Equity Research Analyst at Robert W. Baird & Co. Incorporated, specializing in coverage of beverage and food companies within the consumer staples sector. His coverage includes major names such as Coca-Cola, Monster Beverage, PepsiCo, Keurig Dr Pepper, and Celsius Holdings, with a track record of high conviction investment calls highlighted by strong performance metrics and top analyst rankings on platforms including TipRanks, where he is recognized for his success rate and positive average returns. Simoes began his professional career after earning finance credentials and previously held positions at firms like JPMorgan, joining Baird in 2022. He is currently FINRA-registered with Series 7, 63, 86, and 87 licenses, and has been noted for his industry insights and analytical rigor throughout his tenure.

Yoni Simoes's questions to Informatica (INFA) leadership

Question · Q1 2025

Yoni Simoes, on behalf of William Power at Robert W. Baird & Co., asked about the drivers behind the sequential decline in the cloud net retention rate (NRR). He questioned whether it was due to difficulties with cross-selling, a slowdown in workload expansion, or other factors.

Answer

CFO Mike McLaughlin explained that NRR has natural variability, especially in the smaller first quarter. He highlighted a key structural factor: as cloud modernizations become a larger portion of growth, more new cloud logos are added from the on-prem base. These new logos do not factor into the NRR calculation for their first year, which is based on the existing cloud customer base from a year prior. This dynamic naturally puts some mathematical pressure on the NRR metric.

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