Analyst
D.A. Davidson
Equibles does not estimate personal net worth.
Lucky Schreiner is recorded as Analyst at D.A. Davidson. Lucky Schreiner has spoken on 11 earnings calls and 2 other investor events across 6 companies, most recently for Pegasystems Inc on October 21, 2026. Those appearances were for Progress Software Corp (PRGS), Box Inc (BOX), JFrog Ltd (FROG), Pegasystems Inc (PEGA), Appian Corp (APPN) and 1 other company. The companies whose calls Lucky Schreiner spoke on are classified in the Technology sector.
“You guys called out the stronger net new ACV, and you had originally called out the year would be back half-weighted. But last quarter, I know you guys had some push deals that were still in the pipeline.”
“Maybe just to start back on the margins and the guide for, you know, roughly 30% operating margins around Delmo.”
“Aaron, I thought it was really interesting to hear about your expectations for innovation in the back half of the year, and I wanted to follow up on that.”
“Nice to hear the strong AI traction and enterprises becoming more AI ready. I wanted to ask on pricing. You guys have been thoughtful about how you price your AI capabilities.”
“Very happy to have Dylan Smith, co-founder and CFO of Box here with me. You guys have come off a quarter returning to double-digit growth. Enterprise Advanced is trending really well in the market, highly profitable, a lot to like here.”
D.A. Davidson
Analyst
Transcript header (unverified)
Software - Infrastructure · Technology
BOX
Software - Infrastructure · Technology
FROG
Software - Application · Technology
PEGA
Software - Application · Technology
APPN
Software - Infrastructure · Technology
GTLB
Software - Infrastructure · Technology
