Analyst
Baird
Equibles does not estimate personal net worth.
Joe Brewink is recorded as Analyst at Baird. Joe Brewink has spoken on 6 earnings calls across 5 companies, most recently for Manhattan Associates Inc on October 27, 2026. Those appearances were for Manhattan Associates Inc (MANH), Certara, Inc. (CERT), Roper Technologies Inc (ROP), Synopsys Inc (SNPS) and Phreesia, Inc. (PHR). The companies whose calls Joe Brewink spoke on are classified in the Technology and Healthcare sectors.
“I want to go back to this idea of 3Q seasonality, And I guess, is the migration pipeline just going to end up changing the seasonality if migrations are accelerating?”
“I wanted to ask about the updated guidance for the year. I'm sorry if I'm missing something obvious here, but I understand regulatory is now in discontinued ops, and that ended up being $19 million.”
“But talking about the organic recurring software, I think it was up seven in the quarter. You then have reoccurring down two and non-recurring down four. I guess, one, how did the latter two compare the expectations?”
“I wanted to go back to multi-physics fusion, and is the greatest initial applicability really within sign-offs.”
“A lot of questions on the renewal component. to RPO next year, I wanted to ask about the remainder, the new bookings component.”
Baird
Analyst
Transcript header (unverified)
Software - Application · Technology
CERT
Health Information Services · Healthcare
SNPS
Software - Infrastructure · Technology
PHR
Health Information Services · Healthcare
