ASUR
Software - Application · Technology
Analyst
Craig-Hallum Capital Group
Equibles does not estimate personal net worth.
Jeff Van Rie is recorded as Analyst at Craig-Hallum Capital Group. Jeff Van Rie has spoken on 9 earnings calls across 7 companies, most recently for Planet Labs PBC on June 4, 2026. Those appearances were for Asure Software Inc (ASUR), Backblaze, Inc. (BLZE), Planet Labs PBC (PL), Fastly, Inc. (FSLY), Spire Global, Inc. (SPIR) and 2 other companies. The companies whose calls Jeff Van Rie spoke on are classified in the Technology and Industrials sectors.
“Will, on the AI side, interesting, exciting, you've got the beta program now up with a natural language query. Can you just talk about the scope of the trial? How many participants, you know, thoughts on one that goes GA?”
“First, on the network side, I think you said last quarter bit growth was in the mid-20s. Just wanted to confirm it's sort of still in that range. And then what are the assumptions implicit in the annual outlook?”
“On Assure Central, I'm curious, you know, now that you're getting a little further into it, what are you observing with respect to the path of adoption as people get single sign-on capabilities and are getting exposed to more products?”
“Obviously, that guide in particular, excluding wildfires, that is, to me, pretty impressive. On the sovereigns, I think you called out a lot of strength at EMEA in particular, and maybe you could just expand on that a little bit.”
“It's nice to see that organic growth picking up there, guys, so congrats on that. But a few quick housekeeping. Pat, you mentioned the target reps. Just where are we now in terms of rep count?”
Craig-Hallum Capital Group
Analyst
Transcript header (unverified)
ASUR
Software - Application · Technology
BLZE
Software - Infrastructure · Technology
FSLY
Software - Application · Technology
SPIR
Specialty Business Services · Industrials
Specialty Business Services · Industrials
CRNC
Software - Application · Technology