Analyst
DA Davidson & Co.
Equibles does not estimate personal net worth.
Peter Heckman is recorded as Analyst at DA Davidson & Co.. Peter Heckman has spoken on 23 earnings calls across 11 companies, most recently for Repay Holdings Corp on August 10, 2026. Those appearances were for CPI Card Group Inc. (PMTS), Repay Holdings Corp (RPAY), Alight, Inc. / Delaware (ALIT), SS&C Technologies Holdings Inc (SSNC), Euronet Worldwide, Inc. (EEFT) and 6 other companies. The companies whose calls Peter Heckman spoke on are classified in the Financial Services and Technology sectors.
“In terms of Kubra 6% growth year over year and the impact of margins, I guess I think you previously got into about mid-single-digit growth in CUBRA, and that's encouraging.”
“And then anything else in terms, I think from an event driven standpoint, the first quarter was definitely the toughest cop, but second quarter was also a little bit difficult.”
“As we think about retention, can one of you talk a little bit about the retention rates that you saw for full year 2025 and how that progressed kind of through the year and then continue to deteriorate?”
“I wanted to follow up on your comments on the digital accelerators. Revenue related to those businesses is up 35% in the first half, but your 2026 guides is up 23%.”
“Most of my questions have been answered. I was just curious on the, on the interlink side, you know, virtual data room saw a nice sequential increase in organic growth, but it was on a relatively easy comparison.”
DA Davidson & Co.
Analyst
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PMTS
Credit Services · Financial Services
RPAY
Software - Infrastructure · Technology
Software - Application · Technology
Software - Application · Technology
Software - Infrastructure · Technology
IIIV
Software - Infrastructure · Technology
Clearwater Analytics Holdings, Inc.
Software - Application · Technology
Information Technology Services · Technology
PAYS
Software - Infrastructure · Technology
Clearwater Analytics Holdings, Inc. Q3 FY2025 Earnings Call
Clearwater Analytics Holdings, Inc.
Clearwater Analytics Holdings, Inc. Q2 FY2025 Earnings Call
Clearwater Analytics Holdings, Inc.
