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    Zane Meehan • KeyBanc Capital Markets Inc.

    Zane Meehan's questions to Pros Holdings Inc (PRO) leadership

    Zane Meehan's questions to Pros Holdings Inc (PRO) leadership • Q2 2025

    Question

    Zane Meehan asked for details on the new partnership with Commerce, including the go-to-market and monetization model, and whether the increased focus on partners would moderate services revenue.

    Answer

    President & CEO Jeff Cotten explained the Commerce partnership is starting as a referral and co-sell relationship with a vision to become a reseller model, representing the type of strategic platform partnerships he intends to pursue. CFO Stefan Schultz confirmed that services revenue is expected to moderate as a result of the partner-led strategy, a trade-off the company is happy to make to accelerate subscription revenue growth.

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    Zane Meehan's questions to Pros Holdings Inc (PRO) leadership • Q1 2025

    Question

    Zane Meehan from KeyBanc Capital Markets Inc. asked for details on the efficiencies driving gross margin improvements and whether macro volatility was causing implementation delays or smaller deal sizes.

    Answer

    CFO Stefan Schulz attributed subscription gross margin gains to engineering efficiencies that reduce compute costs for real-time results. He noted services margins improved from AI-driven automation in implementation. President and CEO Andres Reiner added that the company has not seen any negative changes in demand patterns, deal sizes, or implementation timelines, stating that some customers are even looking to accelerate projects.

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    Zane Meehan's questions to Pros Holdings Inc (PRO) leadership • Q3 2024

    Question

    Zane Meehan, on for Jason Celino, asked about any changes in the B2B business regarding average deal size or sales cycle length. He also inquired about the new Smart Rebate Management solution, its target market, and monetization strategy.

    Answer

    President and CEO Andres Reiner reported that the B2B sales cycle improvement of 15% year-to-date has been sustained, while average deal size remains constant with last year. Regarding the new rebate solution, he explained it is a strategic, cross-industry add-on designed to increase wallet share. He emphasized its differentiation lies in using embedded AI to optimize rebate offers for profitability, not just automate the process.

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    Zane Meehan's questions to Dayforce Inc (DAY) leadership

    Zane Meehan's questions to Dayforce Inc (DAY) leadership • Q1 2025

    Question

    Zane Meehan, on for Jason Celino, asked about Dayforce Wallet, inquiring about the level of utilization by employees and whether usage might increase during periods of macro uncertainty.

    Answer

    CEO David Ossip explained that utilization of on-demand pay is consistently high among unbanked employees, who use it about 25 times per month. He also highlighted new features like direct-to-bank and debit card transfers, which are targeted at banked employees and are already gaining significant traction. These new capabilities are expected to generate several million dollars in revenue and expand the Wallet's user base.

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