Analyst
Seaport Research
Equibles does not estimate personal net worth.
Jeff Cantwell is recorded as Analyst at Seaport Research. Jeff Cantwell has spoken on 8 earnings calls across 5 companies, most recently for Aci Worldwide, Inc. on August 6, 2026. Those appearances were for Circle Internet Group, Inc. (CRCL), Aci Worldwide, Inc. (ACIW), Flywire Corp (FLYW), Visa Inc. (V) and Chime Financial, Inc. (CHYM). The companies whose calls Jeff Cantwell spoke on are classified in the Financial Services and Technology sectors.
“And can you tell us about the Kinetic signing in the U.S., how that came about, and anything that you can give us in terms of was it an existing customer that converted?”
“I wanted to ask you about the future $1 billion in revenue and 30% adjusted EBITDA margins. Those numbers both are positive here. So as you think ahead, can you maybe help us out on the timing?”
“Just on the OpenUSD initiative, Ryan, this question is for you since you seem to me like you would be the kind of person who would never back down from a good old skirmish, verbally of course.”
“I wanted to follow up on some of the comments on USDC and circulation. You said it was flat, just a crunch during the end of the quarter at $77 billion. Maybe talk more about what you saw during the quarter, because the on-chain data had the high, I think it was above $79 billion, but that seems to have tapered.”
Seaport Research
Analyst
Transcript header (unverified)
Capital Markets · Financial Services
ACIW
Software - Infrastructure · Technology
FLYW
Software - Infrastructure · Technology
Credit Services · Financial Services
