Analyst
Stiefel
Equibles does not estimate personal net worth.
Jack McShane is recorded as Analyst at Stiefel. Jack McShane has spoken on 5 earnings calls across 5 companies, most recently for Figma, Inc. on November 4, 2026. Those appearances were for Figma, Inc. (FIG), Sps Commerce Inc (SPSC), Intapp, Inc. (INTA), NCR Voyix Corp (VYX) and Weave Communications, Inc. (WEAV). The companies whose calls Jack McShane spoke on are classified in the Technology and Healthcare sectors.
“At Config, you had laid out, you know, we're seeing a massive increase in new app creation, which consequently increases the need for design tools and Figma, et cetera.”
“I wanted to go back to the topic of growth now hinging a bit more on ARPU and just kind of dig deeper. Is this a temporary mix, or will Cross-Sell and Attach be the material key drivers of the business into the midterm in 27 and beyond?”
“David, you mentioned that demand for Celeste is running ahead of supply of headcount and, you know, the ability to serve deployments. Is there any anticipated headwind due to this dynamic, and how long would you expect until you can normalize the ability to serve Celeste deployments?”
“My first question is on the restaurant side of the house. Last quarter, it seemed like you were calling out SMB as more of the key headwind.”
“I wanted to go back to the strong quarter of location additions, and I'd be curious to hear if in any way you're seeing the AI product set and roadmap, you know, really resonating with prospective clients and whether this potentially drove, you know, the really strong location addition quarter?”
Stiefel
Analyst
Transcript header (unverified)
FIG
Software - Application · Technology
SPSC
Software - Application · Technology
INTA
Software - Application · Technology
VYX
Information Technology Services · Technology
Health Information Services · Healthcare
