Analyst
BTIG
Equibles does not estimate personal net worth.
Nick Altman is recorded as Analyst at BTIG. Nick Altman has spoken on 8 earnings calls across 5 companies, most recently for Samsara Inc. on September 3, 2026. Those appearances were for Samsara Inc. (IOT), Figma, Inc. (FIG), Gitlab Inc. (GTLB), Braze, Inc. (BRZE) and Amplitude, Inc. (AMPL). The companies whose calls Nick Altman spoke on are classified in the Technology sector.
“I wanted to follow up on Matt's question regarding the public sector strengths.”
“I wanted to circle back on the proprietary model and Dylan, you touched on a little bit, but just which use cases and surfaces do you feel like the first party model will take priority with your users?”
“So can you just parse out the gross booking strength that you guys alluded to versus the RPO and the billings growth? Thanks.”
“Isabel, it's been great working with you and wishing you the best of luck in a new role. Bill, the legacy replacement cycle seems to be continuing very nicely. I think you mentioned eight-figure customers are now at five.”
“I kind of had a higher level question, but this notion of code to Canvas or Canvas to code, it creates a bi-directional or maybe a round-trip workflow. And so, Dylan, can you just talk about, you know, what you're hearing or what you're seeing from customers in regards to this workflow change?”
BTIG
Analyst
Transcript header (unverified)
IOT
Software - Infrastructure · Technology
FIG
Software - Application · Technology
GTLB
Software - Infrastructure · Technology
BRZE
Software - Application · Technology
AMPL
Software - Application · Technology
