Analyst
UBS
Equibles does not estimate personal net worth.
Seth Gilbert is recorded as Analyst at UBS. Seth Gilbert has spoken on 6 earnings calls across 4 companies, most recently for Blend Labs, Inc. on March 10, 2026. Those appearances were for Blend Labs, Inc. (BLND), Box Inc (BOX), Zoom Communications, Inc. (ZM) and Open Text Corp (OTEX). The companies whose calls Seth Gilbert spoke on are classified in the Technology sector.
“Maybe just first a quick one on the revenue restatement. Looks like it was just in the neighborhood about $15,000. So just wanted to make sure I got that right fairly in material.”
“I guess for the first one, you had the best, greater than $100,000 customer growth in about 11 quarters. So the question is on the customer ads front. Can you help us expand on where you're winning?”
“Maybe just one, if I hold the online growth, online year-over-year growth at about, you know, 1.2% for fiscal 27, That would imply that the enterprise decelerates by about one point from the 4Q exit rate of 7%.”
“Maybe just to follow up on enterprise cloud bookings, through 20% in 1Q, 18% in 2Q, again, guidance of 12% to 16% for the year. Looks like maybe a tough comp in 4Q, but anything else in the second half that you're anticipating would swell the momentum down here?”
“Maybe for the first one, I'd love to dig into RPO a little bit more. It was really strong, and I was wondering if you could dig into some of the drivers on the consumer banking side, any products you'd call out or change in the competitive position.”
UBS
Analyst
Transcript header (unverified)
BLND
Software - Application · Technology
BOX
Software - Infrastructure · Technology
OTEX
Software - Application · Technology
