HUBS
Software - Application · Technology
Analyst
Jefferies
Equibles does not estimate personal net worth.
Samad Samana is recorded as Analyst at Jefferies. Samad Samana has spoken on 28 earnings calls and 3 other investor events across 16 companies, most recently for Twilio Inc on August 6, 2026. Those appearances were for Hubspot Inc (HUBS), Global-E Online Ltd. (GLBE), Twilio Inc (TWLO), Klaviyo, Inc. (KVYO), ServiceNow, Inc. (NOW) and 11 other companies. The companies whose calls Samad Samana spoke on are classified in the Technology and Consumer Cyclical sectors.
“I'll echo the congrats on the strong quarter, great results. Maybe just on the voice AI strength, how much of that is new customer acquisition and onboarding with them lighting it up versus existing customers expanding into voice AI products?”
“Maybe let's dig into the agency acquisition, especially given that Elias will be the chief product officer going forward as well, especially as I think about that in the context of AB with the co-CEO model focusing more on the product side.”
“Chad, you guys have always had a very strong sales distribution team. I'm curious, you know, you've talked a lot about AI and the impact of solutions you're creating for clients.”
“I guess first, just to follow up on the guidance, John, do we now consider the guidance to be de-risked on the cloud side? Should we extrapolate that the conversion activity you guys are seeing in the first half of 26 is probably the new normal?”
“Just maybe as I think about the bookings composition and fiscal 26 versus the assumption for 27, I'm just curious if you think about FY26, it sounds like SMB was strong.”
Jefferies
Analyst
Source not stated
HUBS
Software - Application · Technology
GLBE
Internet Retail · Consumer Cyclical
TWLO
Software - Infrastructure · Technology
KVYO
Software - Application · Technology
NOW
Software - Application · Technology
TOST
Software - Infrastructure · Technology
Software - Application · Technology
VERX
Software - Application · Technology
SHOP
Software - Application · Technology
PAYX
Software - Application · Technology
BILL
Software - Application · Technology