TEAM
Software - Application · Technology
Analyst
Wells Fargo
Equibles does not estimate personal net worth.
Ryan McWilliams is recorded as Analyst at Wells Fargo. Ryan McWilliams has spoken on 11 earnings calls and 1 other investor event across 8 companies, most recently for RingCentral, Inc. on October 22, 2026. Those appearances were for Atlassian Corp (TEAM), RingCentral, Inc. (RNG), Snowflake Inc. (SNOW), Cloudflare, Inc. (NET), Gitlab Inc. (GTLB) and 3 other companies. The companies whose calls Ryan McWilliams spoke on are classified in the Technology sector.
βVlad, I thought your comments on the voice AI potential for Ring was interesting.β
βThis really seems like the AI moment for the data space. What would you say is the biggest change on why AI is accelerating Snowflake revenues now? Is it Cortex code helping users get activated on AI faster?β
βThis really seems like the AI moment for the data space. What would you say is the biggest change on why AI is accelerating Snowflake revenues now? Is it Cortex code helping users get activated on AI faster?β
βFor James, we'd love to hear about the components of what drove cloud strength in the fourth quarter beyond the guidance. Like, was it more custom receipt additions or more teamwork collection?β
βSo it may be still early here, but as AI agents become more complex and require more calls to a LLM over the course of what an agent is doing, does that make edge inferencing more important for AI agent use cases?β
Wells Fargo
Analyst
Transcript header (unverified)
TEAM
Software - Application · Technology
Software - Application · Technology
SNOW
Software - Application · Technology
NET
Software - Infrastructure · Technology
GTLB
Software - Infrastructure · Technology
BRZE
Software - Application · Technology
MDB
Software - Infrastructure · Technology
KVYO
Software - Application · Technology