Software - Application · Technology
Daniel Jester
Analyst
BMO Capital Markets
Equibles does not estimate personal net worth.
About Daniel Jester
Daniel Jester is recorded as Analyst at BMO Capital Markets. Daniel Jester has spoken on 17 earnings calls across 10 companies, most recently for Paycom Software, Inc. on August 5, 2026. Those appearances were for Paycom Software, Inc. (PAYC), Vertex, Inc. (VERX), Workiva Inc (WK), Automatic Data Processing Inc (ADP), Roper Technologies Inc (ROP) and 5 other companies. The companies whose calls Daniel Jester spoke on are classified in the Technology sector.
Daniel Jester on recent calls
“Maybe first on I1, is there anything you can share about sort of how that ramped from a usage perspective in the quarter and as you go back to customers that have been with you for a long time have you seen any change in their willingness to adopt I want and all of the functionality it provides yeah not really any…”
“You know, I appreciate the update on the zone and beating sort of your expectations in terms of the ramp out there. If I remember correctly, I think it was only in something like 20% of the service employee base in March.”
“I wanted to ask kind of two interrelated questions around the core margin momentum in the business. Just where do we stand on the quarter-to-quarter movement of the input costs or the mix?”
“Maybe just unpacking the fiscal 27 guidance a little bit. If I think about the assumptions around unit growth versus pricing contribution versus new bookings, I know you guys don't guide to those components specifically, But just as we think about the fiscal 26 contribution, how are you tilting those variables?”
“And then on e-invoicing, one of your competitors in this space has sort of built their business through rolling up lots and lots of geographically diverse acquisitions.”
Affiliation history
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BMO Capital Markets
Analyst
Transcript header (unverified)
Current
Company network
VERX
Software - Application · Technology
WK
Software - Application · Technology
PAYX
Software - Application · Technology
TTAN
Software - Application · Technology
PTC
Software - Application · Technology