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John DeFucci

Analyst

Guggenheim

Equibles does not estimate personal net worth.

About John DeFucci

John DeFucci is recorded as Analyst at Guggenheim. John DeFucci has spoken on 21 earnings calls and 1 other investor event across 11 companies, most recently for Oracle Corp on September 10, 2026. Those appearances were for Okta, Inc. (OKTA), Oracle Corp (ORCL), Workday, Inc. (WDAY), Via Transportation, Inc. (VIA), Akamai Technologies Inc (AKAM) and 6 other companies. The companies whose calls John DeFucci spoke on are classified in the Technology sector.

John DeFucci on recent calls

“I'm going to make a quick comment here, too. I've covered Oracle for almost three decades, and I think, Ken, you've been there for close to two. In this business, it's always nice to develop professional friendships, but it's even nicer when they become personal friends, which is what I count you as.”
Analyst — Guggenheim Securities, Q1 FY27 Earnings ·
“My question, I think, is for Anil, Garrett, and maybe Gabe. Listen, Workday's approach to AI seems, at least to me, seems sincere and, frankly, more thoughtful than some of your peers.”
Analyst — Guggenheim Securities, Workday Q2 FY27 Earnings Conference Call ·
“Todd and Brett and Eric, listen, subscription revenue growth has really stabilized over the last four quarters. In our calculations, a new ACV, which is going to drive future revenue growth, looks really strong for this quarter against the toughest comp of the year.”
Analyst — Guggenheim, Okta, Inc. Q2 FY2027 Earnings Call ·
“Miguel, I know you've gone through the math of how the subscription net new AOV to revenue works, and we agree, it's math. But there are two things that Robin said that I think are really important to that.”
Analyst — Guggenheim Securities, Salesforce, Inc. Q2 FY27 Earnings Webcast ·
“I think Michael asked, I think, the most important question. But I'm going to expand on it a little bit. So, Daniel, on that pipeline and Clara, to be clear, Daniel, you talked about network I just want to – is that pipeline going to change your mix of product and services?”
Analyst — Guggenheim Securities, Via Q2 2026 Earnings Call ·

Affiliation history

  • Guggenheim

    Analyst

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