Analyst
Bank of Montreal
Analyst
BMO Capital Markets
Analyst
Pickering Energy Partners
Equibles does not estimate personal net worth.
Keith Bachman is recorded as Analyst at Bank of Montreal, Analyst at BMO Capital Markets and Analyst at Pickering Energy Partners. Keith Bachman has spoken on 5 earnings calls across 5 companies, most recently for Accenture plc on October 1, 2026. Those appearances were for Accenture plc (ACN), Dynatrace, Inc. (DT), Oracle Corp (ORCL), Cognizant Technology Solutions Corp (CTSH) and DXC Technology Co (DXC). The companies whose calls Keith Bachman spoke on are classified in the Technology sector.
“Could you comment on the competitive environment with, excuse me, companies like Palantir and their FTE model? But they're not the only ones. There's others trying to emulate that model, and even the software companies are trying to deploy more FTE engineers.”
“I wanted to ask about the renewal installed base, and if you could just provide a little bit of context on how that installed base looks over the next three quarters versus what it was in the June quarter.”
“I wanted to ask about the risk and opportunities of the fixed price or success-based contracts that are now about 50% of total. And what I'm trying to understand is you're pricing – I think you're pricing these contracts on assumed cost curves that leverage new innovations, including AI. high.”
“I wanted to go back to some of the initiatives to try to stimulate growth, and a couple questions. One is, how do you think about promoting CoreGNITE and others while also balancing margin expectations?”
Bank of Montreal
Analyst
Source not stated
BMO Capital Markets
Analyst
Source not stated
Pickering Energy Partners
Analyst
Transcript header (unverified)
ACN
Information Technology Services · Technology
ORCL
Software - Infrastructure · Technology
Information Technology Services · Technology
Information Technology Services · Technology
