Analyst
Stephens
Equibles does not estimate personal net worth.
Jeff Garro is recorded as Analyst at Stephens. Jeff Garro has spoken on 15 earnings calls across 8 companies, most recently for Phreesia, Inc. on May 27, 2026. Those appearances were for Phreesia, Inc. (PHR), Simulations Plus, Inc. (SLP), Teladoc Health, Inc. (TDOC), Veeva Systems Inc (VEEV), Certara, Inc. (CERT) and 3 other companies. The companies whose calls Jeff Garro spoke on are classified in the Healthcare sector.
“I'll ask another one on the product side, and I'll try to kind of lump in Provider Connect with Voice AI.”
“I wanted to ask about the new MID3 and ACE categories. And just to start, if you could spell out in a little more detail the products that fit in each area and what we should expect in terms of metrics or commentary on those categories going forward.”
“And probably a nice segue to the other question I wanted to ask on AI monetization. You said that we should have low to minimal expectations for AI monetization this year.”
“I want to ask about renewals and sales activity in the life science and market. And you mentioned positive activity in December year over year.”
“I want to ask about EBITDA to free cash flow conversion. Conversion guidance was 90% a couple years ago and 80% last year and now here in 2026. You also materially outperformed on that metric ultimately in 2025, and I know there's a couple moving pieces with taxes and folding in ECP.”
Stephens
Analyst
Transcript header (unverified)
PHR
Health Information Services · Healthcare
Health Information Services · Healthcare
TDOC
Health Information Services · Healthcare
VEEV
Health Information Services · Healthcare
CERT
Health Information Services · Healthcare
Health Information Services · Healthcare
Health Information Services · Healthcare
DOCS
Health Information Services · Healthcare
