Aaron Kimson

“I consistently get investor questions on how equipment share would manage in a potential downturn. I think slide 50 in the deck does a good job showing how two peers cut capex in its lower demand to produce more cash in the great financial crisis before reinvesting into the recovery.”

“Nima, last quarter you commented that you thought agents and autopilot provided a path to potentially see 10 to 15 percent incremental revenue growth than 27.”

“I think the first one's a good follow-up on Socket's question there. Can you talk about what drove the legacy payment solution back to year-over-year growth in 2Q and any visibility you have into it going forward?”

“Can you provide some color on the three new products Steve and the team are piloting at the bank, as well as the decision to start breaking the bank out separately in next year's financials?”

“ARPU growth came in at 7% year-over-year in 2Q, down from 9% in 1Q. You mentioned mid-to-high single-digit ARPU growth for 2026 in the updated guide in your prepared remarks.”