IOT
Software - Infrastructure · Technology
Analyst
Bank of America
Equibles does not estimate personal net worth.
Matthew Bullock is recorded as Analyst at Bank of America. Matthew Bullock has spoken on 14 earnings calls across 8 companies, most recently for Samsara Inc. on September 3, 2026. Those appearances were for Samsara Inc. (IOT), Box Inc (BOX), Global-E Online Ltd. (GLBE), Dropbox, Inc. (DBX), Zeta Global Holdings Corp. (ZETA) and 3 other companies. The companies whose calls Matthew Bullock spoke on are classified in the Technology and Consumer Cyclical sectors.
“Obviously, a really strong quarter of $100,000 plus and a million plus net additions. I was hoping you could just unpack maybe the underlying drivers there. Are you landing much larger?”
“It sounds like you made a lot of nice progress during the quarter. I understand it takes some merchants time to prepare the documentation to be onboarded and that the revenue contribution can be pretty lumpy as those merchants try to reclaim import duties for multiple years back.”
“I appreciated the call you guys provided on, you know, phases one, two, and three of the drop-off transformation. I guess I was hoping you could elaborate on how you think about the timing of moving between phase two, where we're at today, to phase three.”
“I was hoping you could maybe put a finer point on what's working well in terms of driving improvements in sales rep productivity. And then can you help us think about the outlook for quota-carrying rep headcount for the remainder of the year to address the pipeline you talked about?”
“I was hoping if you could elaborate, maybe give us an update on the strategy for the opportunity ahead in driving payment penetration up within the efficiency market specifically.”
Bank of America
Analyst
Source not stated
IOT
Software - Infrastructure · Technology
BOX
Software - Infrastructure · Technology
GLBE
Internet Retail · Consumer Cyclical
DBX
Software - Infrastructure · Technology
Software - Infrastructure · Technology
ASAN
Software - Application · Technology