PEGA
Software - Application · Technology
Analyst
Barclays
Equibles does not estimate personal net worth.
Remo Lenschau is recorded as Analyst at Barclays. Remo Lenschau has spoken on 7 earnings calls across 6 companies, most recently for International Business Machines Corp on October 21, 2026. Those appearances were for Pegasystems Inc (PEGA), International Business Machines Corp (IBM), Elastic N.V. (ESTC), Sprinklr, Inc. (CXM), DigitalOcean Holdings, Inc. (DOCN) and 1 other company. The companies whose calls Remo Lenschau spoke on are classified in the Technology sector.
“First, congrats on the software performance. On data, 20% growth. Obviously, some of that is Confluent. But, like, what are you seeing there on upsell, cross-sell, on Confluent?”
“One, Ken, I was really interesting to hear your remarks on kind of streamlining the organization or just changing the go-to-market. Is that something, sorry, is that something you're doing to do, something that you do like mid-year now or is this kind of the plan for the new financial year?”
“A couple of weeks ago, you launched Kubernetes capabilities on the observability side. Can you speak to the importance of that? Because that seems to be closing a really important gap in the offering.”
“If I look, you know You talked a little bit about the projects you're doing for clients There's still some cleaning up But like it does seem to decelerate quite a lot Which kind of seems odd Can you talk a little bit about that role That services has played so far And going forward?”
“On Blueprint, guys, where are we on that app modernization journey? That was always the dream. In theory, you would think Blueprint and AI can really help there.”
Barclays
Analyst
Transcript header (unverified)
PEGA
Software - Application · Technology
Information Technology Services · Technology
ESTC
Software - Application · Technology
CXM
Software - Application · Technology
Software - Infrastructure · Technology
KVYO
Software - Application · Technology