FROG
Software - Application · Technology
Analyst
Bank of America
Equibles does not estimate personal net worth.
Koji Akita is recorded as Analyst at Bank of America. Koji Akita has spoken on 12 earnings calls across 8 companies, most recently for Twilio Inc on October 29, 2026. Those appearances were for JFrog Ltd (FROG), Gitlab Inc. (GTLB), Twilio Inc (TWLO), MongoDB, Inc. (MDB), Bentley Systems Inc (BSY) and 3 other companies. The companies whose calls Koji Akita spoke on are classified in the Technology sector.
“I wanted to follow up on an answer you gave earlier about self-service voice growing 50%. And so, how predictive has self-service historically been around broader voice growth, and what sort of lags do we expect from self-service growth, self-serve customers growing versus the revenue showing up from it?”
“I wanted to ask about EA and really around Atlas and the total business too. And so, you know, clearly in the prepared remarks and your answers to all these questions, AI is definitely sounds like it's becoming a driver for the total business.”
“When I look at cloud, the net new revenue added this quarter, I think is the most ever in a quarter, let alone a first quarter. And so that absolutely implies customers are spending above commitment levels like never before.”
“So I was wondering, as we think about design software and the data that's embedded in there, how do we think about the pace of monetization potential of this data, either within Bentley itself or other vendors within the ecosystem that work with systems like Bentley to plug into your data, access that data, and for…”
“A year ago, you talked about how while some customers do want to take observability in-house, it's really a cultural choice. It may not be rational unless you have tremendous scale, access to talent, and growth is not limited by innovation bandwidth, which most companies do not.”
Bank of America
Analyst
Transcript header (unverified)
FROG
Software - Application · Technology
GTLB
Software - Infrastructure · Technology
TWLO
Software - Infrastructure · Technology
MDB
Software - Infrastructure · Technology
DDOG
Software - Application · Technology
LAW
Software - Application · Technology