Analyst
Guggenheim Partners
Equibles does not estimate personal net worth.
Jonathan Y. Lee is recorded as Analyst at Guggenheim Partners. Jonathan Y. Lee has spoken on 15 earnings calls across 7 companies, most recently for EPAM Systems, Inc. on August 6, 2026. Those appearances were for EPAM Systems, Inc. (EPAM), DXC Technology Co (DXC), Endava plc (DAVA), TTEC Holdings, Inc. (TTEC), Infosys Ltd (INFY) and 2 other companies. The companies whose calls Jonathan Y. Lee spoke on are classified in the Technology sector.
“The fact that the demand shift happened in July after you'd set the TQ framework in early May raises questions about forward visibility.”
“Given what we saw in the quarter versus the mid-February commentary around 95% contract and committed visibility, what are you seeing quarter to date in April and May of contracts, and what's the coverage on the 4Q range today?”
“Kenny, helpful that you broke out the PubSec seasonal client is, you know, 40% plus of the decline in engage. of the remaining, call it, $19 million of Engage revenue client.”
“Percentage of net new deals came in at the lowest level we've seen in recent years.”
“Julie, I want to build on a prior question around V&A. Can you help us understand what's driving the step up in deployment and whether this reflects a shift in acquisition strategy toward larger or earlier stage assets? higher multiples in the market or perhaps a pivot toward IP-led deals?”
Guggenheim Partners
Analyst
Transcript header (unverified)
EPAM
Information Technology Services · Technology
Information Technology Services · Technology
DAVA
Software - Infrastructure · Technology
TTEC
Information Technology Services · Technology
INFY
Information Technology Services · Technology
ACN
Information Technology Services · Technology
TASK
Information Technology Services · Technology
