Analyst
Wells Fargo Securities
Equibles does not estimate personal net worth.
Stan Berenstain is recorded as Analyst at Wells Fargo Securities. Stan Berenstain has spoken on 7 earnings calls across 3 companies, most recently for Phreesia, Inc. on March 30, 2026. Those appearances were for Doximity, Inc. (DOCS), Veeva Systems Inc (VEEV) and Phreesia, Inc. (PHR). The companies whose calls Stan Berenstain spoke on are classified in the Healthcare sector.
“So, back to network, if you think about the revenue that remains within the guidance that you've updated, are there any brands that are driving an outsized contribution to the revenue expectations?”
“On the medical AI, the 300,000 unique prescribers that you talked about, if we think about the workflow, I'm curious, how are the providers using these features?”
“You called out increasing investment in the back half of the year. How should we think about R&D expenses, I guess, beyond this year? Do you expect a more meaningful acceleration as you're working on these AI tools?”
“First one, Peter, for you, going back to that QVM news, just with Nitro and Network getting a second life here, can you just size the dollar opportunity for these products, and what kind of uptake should we anticipate from clients?”
“First, maybe going back to CrossX, you know, we heard recently that maybe there's been some pull forward in commercial activity by Bifama into the first half of the year.”
Wells Fargo Securities
Analyst
Transcript header (unverified)
DOCS
Health Information Services · Healthcare
VEEV
Health Information Services · Healthcare
PHR
Health Information Services · Healthcare
