Education & Training Services · Consumer Defensive
Jeff Silver
Analyst
BMO Capital Markets
Equibles does not estimate personal net worth.
About Jeff Silver
Jeff Silver is recorded as Analyst at BMO Capital Markets. Jeff Silver has spoken on 16 earnings calls across 12 companies, most recently for Strategic Education, Inc. on November 5, 2026. Those appearances were for Strategic Education, Inc. (STRA), KinderCare Learning Companies, Inc. (KLC), Phoenix Education Partners, Inc. (PXED), Stride, Inc. (LRN), Amn Healthcare Services Inc (AMN) and 7 other companies. The companies whose calls Jeff Silver spoke on are classified in the Consumer Defensive, Healthcare, Consumer Cyclical and Industrials sectors.
Jeff Silver on recent calls
“Carl, really appreciate you giving us some insight into 2027. I was hoping I could just double-click on that a little bit. Is it possible to talk about the different segments?”
“If you hadn't, I guess, you know, done all these center closures, you know, what would have been the impact in terms of guidance going forward? Would it have been maintained, changed in any way?”
“Carrie, in your prepared remarks, you mentioned how your clients are seeing the contingent percentage at historic lows. Can you just kind of quantify that? roughly where it is now, and I know there's no such thing as normal, but, you know, what should we expect that to normalize that over time?”
“I wanted to first start with the U.S. Higher Education Division. You pointed out your health care enrollment, which has been really strong. but I guess if we back out the non-healthcare enrollment, that has been shrinking for a while.”
“I wanted to circle back to the discussion at the beginning about how students are changing the way that they look for institutions. institutions. You know, it's a two-par question.”
Affiliation history
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BMO Capital Markets
Analyst
Transcript header (unverified)
Current
Company network
Education & Training Services · Consumer Defensive
Education & Training Services · Consumer Defensive
LRN
Education & Training Services · Consumer Defensive
Medical Care Facilities · Healthcare
Personal Services · Consumer Cyclical
CBZ
Specialty Business Services · Industrials
Financial Data & Stock Exchanges · Financial Services
CSGP
Real Estate Services · Real Estate
EFOR
Information Technology Services · Technology
Education & Training Services · Consumer Defensive