Analyst
Baird
Equibles does not estimate personal net worth.
David Koenig is recorded as Analyst at Baird. David Koenig has spoken on 5 earnings calls across 4 companies, most recently for IBEX Ltd on November 5, 2026. Those appearances were for IBEX Ltd (IBEX), Accenture plc (ACN), WEX Inc. (WEX) and TaskUs, Inc. (TASK). The companies whose calls David Koenig spoke on are classified in the Technology sector.
“You've turned into one of the fastest growers on our entire list in, you know, in a market where people have worried that you would get displaced. So clearly you're doing a lot right.”
“And when I looked at consulting versus managed services growth, revenue growth, I think this is the first quarter in about 18 quarters or so that consulting grew as fast as managed services.”
“In the corporate payments business, you know, the vast majority of revenue is driven by volume and yield. Volume was down 4%, like you mentioned, but yield was up really nicely.”
“And I guess my first question, if we think of the big undertaking of kind of shifting some of the work to different types, when we look out a couple years, few years maybe, how much of the revenue base at that time will be similar to what it is today?”
“And I guess to kick it off, you know, a lot of market turbulence around AI and who's going to win and who's going to lose and new products coming out. It sounds like you're doing very well.”
Baird
Analyst
Transcript header (unverified)
IBEX
Information Technology Services · Technology
ACN
Information Technology Services · Technology
WEX
Software - Infrastructure · Technology
TASK
Information Technology Services · Technology
