Analyst
J.P. Morgan
Equibles does not estimate personal net worth.
Ella Smith is recorded as Analyst at J.P. Morgan. Ella Smith has spoken on 16 earnings calls across 8 companies, most recently for Legalzoom.Com, Inc. on August 5, 2026. Those appearances were for Legalzoom.Com, Inc. (LZ), Q2 Holdings, Inc. (QTWO), nCino, Inc. (NCNO), Alarm.com Holdings, Inc. (ALRM), GoDaddy Inc. (GDDY) and 3 other companies. The companies whose calls Ella Smith spoke on are classified in the Industrials and Technology sectors.
“So first, I was hoping to ask about the higher value initiatives. It seems like they're taking longer to benefit the top line. What have you learned about the go-to-market motion on those new higher value products like concierge in the last few months?”
“And for a follow up, your customer base as it stands is largely solopreneurs. Do you see the composition of your customer base changing as you build out agentic web offerings?”
“The second quarter tends to be a seasonally softer quarter for net new subscription ARR, yet this print looks like one of your stronger second quarters in recent history.”
“So, first, I was hoping to ask about the margin strength that you've experienced in the past few years. And as we look to 2027, how do you think about the sources of that expansion?”
“So first, because financial institutions are notoriously risk averse, I want to ask, I understand that much of your customer base is full steam ahead on AI and already consuming their entire token bundles.”
J.P. Morgan
Analyst
Transcript header (unverified)
Specialty Business Services · Industrials
QTWO
Software - Application · Technology
NCNO
Software - Application · Technology
Software - Application · Technology
GDDY
Software - Infrastructure · Technology
Clearwater Analytics Holdings, Inc.
Software - Application · Technology
Clearwater Analytics Holdings, Inc. Q1 FY2024 Earnings Call
Clearwater Analytics Holdings, Inc.
