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    Yun Kim • Loop Capital Markets

    Yun Kim's questions to Clearwater Analytics Holdings, Inc. (CWAN) leadership

    Yun Kim's questions to Clearwater Analytics Holdings, Inc. (CWAN) leadership • Q2 2025

    Question

    Yun Kim from Loop Capital Markets LLC questioned the near-term cross-sell opportunities and whether they require a fully integrated platform first. He also asked about the expected trend for the combined Net Revenue Retention (NRR) rate post-acquisition.

    Answer

    CEO Sandeep Sahai identified Beacon's risk capabilities as the most immediate cross-sell opportunity and cited the recent VKB win as proof of the demand for a front-to-back solution. CFO Jim Cox explained that the consolidated NRR of 110% is on a similar journey to the core business a few years ago, with a clear path to the 115% target through commercial model enhancements and expanded cross-sell offerings.

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    Yun Kim's questions to ServiceTitan Inc (TTAN) leadership

    Yun Kim's questions to ServiceTitan Inc (TTAN) leadership • Q1 2026

    Question

    Yun Kim of Loop Capital Markets asked if the rise of Agentic AI could lead ServiceTitan to introduce new consumption or usage-based pricing models beyond its existing fintech products.

    Answer

    President Vahe Kuzoyan explained that ServiceTitan's current Pro Product suite already utilizes a broad range of pricing models, including per-seat and consumption-based options. He stated that this existing flexible framework is the mechanism the company will use to monetize new opportunities created by Agentic AI.

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    Yun Kim's questions to ServiceTitan Inc (TTAN) leadership • Q1 2026

    Question

    Yun Kim of Loop Capital Markets asked if Agentic AI presents an opportunity to introduce new usage or consumption-based pricing models.

    Answer

    President Vahe Kuzoyan responded that the current Pro Product suite already utilizes a broad range of pricing models, including per-seat and consumption-based. He indicated that this existing, familiar structure will be used to monetize new opportunities created by agentic AI.

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    Yun Kim's questions to ServiceTitan Inc (TTAN) leadership • Q4 2025

    Question

    Yun Suk Kim asked if the growing mix of commercial and roofing would alter GTV seasonality and take-rate trends, and requested an update on the adoption of the new mobile app.

    Answer

    CFO Dave Sherry stated they are not forecasting a significant change to seasonality or earn rate from the new segments but acknowledged it could be impacted by faster-than-expected growth. President Vahe Kuzoyan reported a meaningful increase in the new mobile app's utilization, with a rollout that is on schedule and showing strong results.

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    Yun Kim's questions to Okta Inc (OKTA) leadership

    Yun Kim's questions to Okta Inc (OKTA) leadership • Q1 2026

    Question

    Yun Kim of Loop Capital Markets asked if the strong performance in the customer identity business was broad-based or driven by a few large deals, and inquired about the typical timeframe for a large renewal following a customer's viral event.

    Answer

    CEO Todd McKinnon confirmed that the Auth0 business had a strong Q1, particularly with large customers, and he is optimistic about broad-based success for the rest of the year. CFO Brett Tighe added that the quarter's largest deal was an Auth0 deal from a specialized team, demonstrating strong execution following a record Q4.

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    Yun Kim's questions to Braze Inc (BRZE) leadership

    Yun Kim's questions to Braze Inc (BRZE) leadership • Q3 2025

    Question

    Yun Kim requested an update on Braze's partner ecosystem, specifically regarding global system integrators (GSIs) and potential OEM opportunities with other software vendors.

    Answer

    CEO Bill Magnuson stated that Braze's strategy remains focused on direct sales, and while some OEM agreements exist, they are not a significant part of the go-to-market motion. The primary focus with partners, including tech partners and agencies, is on aligning sales, technical architecture, and product integrations to accelerate deal cycles and improve customer outcomes.

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    Yun Kim's questions to Integral Ad Science Holding Corp (IAS) leadership

    Yun Kim's questions to Integral Ad Science Holding Corp (IAS) leadership • Q3 2024

    Question

    Yun Kim asked about the overall pricing environment and whether products like pre-bid optimization provide greater pricing leverage. He also inquired if the optimization segment is expected to achieve double-digit growth in 2025.

    Answer

    CFO Tania Secor noted that while measurement CPMs were down slightly, optimization CPMs were stable, and confirmed that optimization products command a material premium. She highlighted pre-bid social as a significant upsell opportunity. While not providing a specific growth target for the optimization segment in 2025, she reiterated that ramping pre-bid social revenue is a key driver for next year's growth.

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