Billy Fitzsimmons

“For those of you I haven't had the chance to meet, I cover application software here at Piper Sandler. Started at the start of 2026. I covered the hyperscalers, apps, vertical, and we're really excited to have Andrew Casey with us, CFO of Amplitude.”

“I cover application software here at Piper Sandler. For those of you who haven't met, I started at the start of this year, right in the midst of the SaaSpocalypse.”

“There's a lot we want to get through here. For those in the room, I haven't had the chance to meet. My name is Billy Fitzsimmons. Started at Piper at the start of 2026.”

“I guess one question we get a lot is you kind of meet customers where they are or how they want to consume in terms of how you monetize AI across either Creative Cloud, Acrobat, your enterprise products, and that's through bundled credits, credit packs, premium tiers, per seat pricing.”

“Good to see the new product momentum. appreciate the commentary on Pricing Center and ProNavigator. Imagine it's still early, but any initial thoughts you can share on Underwriting Center, specifically as it relates to customer conversations and pipeline relative to what you outlined 90 days ago?”