Analyst
TD Cowan
Equibles does not estimate personal net worth.
Brian Bergen is recorded as Analyst at TD Cowan. Brian Bergen has spoken on 10 earnings calls and 1 other investor event across 7 companies, most recently for Accenture plc on October 1, 2026. Those appearances were for DXC Technology Co (DXC), Accenture plc (ACN), Fidelity National Information Services, Inc. (FIS), Adyen N.V., Visa Inc. (V) and 2 other companies. The companies whose calls Brian Bergen spoke on are classified in the Technology and Financial Services sectors.
“I wanted to ask about kind of broader enterprise IT, and hoping you can talk about what you're seeing in overall IT budgets and what your guide is implying about clients' 2027 technology spend.”
“My first question is on customer penetration. So appreciate the disclosure on the customer share wallet as far as merchants often increasing from less than 20% in years three to seven to more than 40 after 12 years.”
“So my first one is just a clarification on the capital markets view. So to offset the trading in the asset services headwind, you mentioned an expectation of lending contributing to offset that.”
“Can you comment on whether this is giving you incremental pricing power across your solution set?”
“I wanted to dig in on Vaz and really the underlying strength that you noted here in the network assets and the marketing services offerings.”
TD Cowan
Analyst
Transcript header (unverified)
Information Technology Services · Technology
ACN
Information Technology Services · Technology
Information Technology Services · Technology
Adyen N.V.
Software - Infrastructure · Technology
Credit Services · Financial Services
Information Technology Services · Technology
EPAM
Information Technology Services · Technology
Earnings Call - H1 2026
Adyen N.V.
