Analyst
Wolfe Research
Equibles does not estimate personal net worth.
Alex Zucan is recorded as Analyst at Wolfe Research. Alex Zucan has spoken on 11 earnings calls across 8 companies, most recently for Atlassian Corp on August 6, 2026. Those appearances were for Atlassian Corp (TEAM), Figma, Inc. (FIG), Zoom Communications, Inc. (ZM), Via Transportation, Inc. (VIA), Docusign, Inc. (DOCU) and 3 other companies. The companies whose calls Alex Zucan spoke on are classified in the Technology sector.
“I guess if you have to think about what really happened this quarter that seemingly unlocked and unblock the enterprise motion because it did seem like there was a meaningful inflection in large deal activity and consequently your RPOs.”
“Thanks for taking the question. um two quick ones for me dylan given the amount of products out there right now in the marketplace from cloud design to her cell to the vibe coding platforms maybe just level set and remind us what are you seeing on both top of funnel and upsell dynamics and cross sell and why figma…”
“Hey guys, thanks for taking the time and taking the question and congrats on a really solid quarter.”
“Most of my questions have been answered, but maybe, Clara, can you quantify the actual headwinds to revenue that you're seeing this year and maybe gross profit in the model from the issues in Germany that maybe weren't in the plan initially, and then any headwind?”
“I'll ask the inverse of Tyler's question. If I think about the guidance around ARR, looking at the IAM flat, and that implies non-IAM ARR is going to actually get meaning, is guided to get a lot meaningfully better.”
Wolfe Research
Analyst
Transcript header (unverified)
TEAM
Software - Application · Technology
FIG
Software - Application · Technology
Software - Application · Technology
DOCU
Software - Application · Technology
MDB
Software - Infrastructure · Technology
INTU
Software - Application · Technology
SNOW
Software - Application · Technology
