VEEV
Health Information Services · Healthcare
Analyst
Oppenheimer
Equibles does not estimate personal net worth.
Ken Wong is recorded as Analyst at Oppenheimer. Ken Wong has spoken on 43 earnings calls and 2 other investor events across 15 companies, most recently for Skillsoft Corp. on September 9, 2026. Those appearances were for Veeva Systems Inc (VEEV), Procore Technologies, Inc. (PCOR), Ptc Inc. (PTC), Roper Technologies Inc (ROP), Commerce.com, Inc. (CMRC) and 10 other companies. The companies whose calls Ken Wong spoke on are classified in the Healthcare, Technology and Consumer Defensive sectors.
“Ron, I wanted to dive into the consumer segment first, acknowledge that that business remains weak. It looks like it de-celled from the Q1 softness. Can you maybe just kind of elaborate again in terms of what's happening there?”
“Andrew, I wanted to circle back to MaintainX. So now that you guys are integrating it into the business, how should we think about some of the go-to-market motions that might need to be tweaked, how much of the direct sales force will be impacted?”
“Also great to hear it's not an extensive implementation process. But what I didn't get a sense for was, as you're trying to introduce virtual labor to your customers, is that a different counterparty that you're selling to versus maybe the CMO or the CIO?”
“I think most of you guys know me, software analyst. Happy to have with us the team from Roper. I've got Jason Conley, EVP and CFO, Zach Moxie, VP of Investor Relations.”
Oppenheimer
Analyst
Transcript header (unverified)
VEEV
Health Information Services · Healthcare
Software - Application · Technology
PTC
Software - Application · Technology
Software - Application · Technology
CMRC
Software - Application · Technology
WIX
Software - Infrastructure · Technology
Software - Application · Technology
ADSK
Software - Application · Technology
GDDY
Software - Infrastructure · Technology
DCBO
Software - Application · Technology
SKIL
Education & Training Services · Consumer Defensive
SHOP
Software - Application · Technology
SMWB
Software - Application · Technology