Analyst
TD Cowen
Equibles does not estimate personal net worth.
Derek Wood is recorded as Analyst at TD Cowen. Derek Wood has spoken on 12 earnings calls and 2 other investor events across 8 companies, most recently for Teradata Corp on September 9, 2026. Those appearances were for Klaviyo, Inc. (KVYO), Teradata Corp (TDC), Appian Corp (APPN), Gitlab Inc. (GTLB), monday.com Ltd. (MNDY) and 3 other companies. The companies whose calls Derek Wood spoke on are classified in the Technology sector.
“First, Steve, back on the hardware component costs, Just are you seeing any change in buying behavior, whether kind of a change in timing of hardware purchases or even a rethinking of migrating to the cloud versus staying on-prem?”
“I guess first on the go-to-market side, could you just give us a sense as to how much change you've made on the direct sale side of the house? How are the go-to-market playbooks going to change and how you think about, you know, any disruption risk or how long it'll kind of take under any kind of new strategies?”
“Matt, there's a lot more talk about sovereign AI and enterprises figuring out the best ways to protect their data IP. And this has also brought up a debate around using closed source versus open source or open-weight models.”
“First, Steve, back on the hardware component costs, Just are you seeing any change in buying behavior, whether kind of a change in timing of hardware purchases or even a rethinking of migrating to the cloud versus staying on-prem?”
TD Cowen
Analyst
Transcript header (unverified)
KVYO
Software - Application · Technology
TDC
Software - Infrastructure · Technology
APPN
Software - Infrastructure · Technology
GTLB
Software - Infrastructure · Technology
MNDY
Software - Application · Technology
AVPT
Software - Infrastructure · Technology
IOT
Software - Infrastructure · Technology
SNOW
Software - Application · Technology
