Analyst
UBS
Equibles does not estimate personal net worth.
Carl Kirstead is recorded as Analyst at UBS. Carl Kirstead has spoken on 12 earnings calls and 2 other investor events across 7 companies, most recently for Snowflake Inc. on September 8, 2026. Those appearances were for Snowflake Inc. (SNOW), Workday, Inc. (WDAY), Salesforce, Inc. (CRM), Veeva Systems Inc (VEEV), Gitlab Inc. (GTLB) and 2 other companies. The companies whose calls Carl Kirstead spoke on are classified in the Technology and Healthcare sectors.
“Maybe I'll direct this to Sridhar and Christian. I'd love to ask about model neutrality and model choice. I'm guessing the bulk of tasks completed by COCO are being directed to frontier labs.”
“Maybe I'll direct this to Sridhar and Christian. I'd love to ask about model neutrality and model choice. I'm guessing the bulk of tasks completed by COCO are being directed to frontier labs.”
“Zane, you gave us a preliminary look at 200 bps of margin expansion next year, a little bit more than I was modeling, and actually a greater pace of expansion than you're guiding to this year.”
“I'd love to continue the conversation on Coco, if that's okay, for a question to both Shridhar and Brian. Shridhar, it's pretty evident that customer spend on CortexCode and even broadly models like Claude are bending spending higher given the token or usage-based pricing.”
“Maybe, Rob, just sticking with you, just as investors and I watch the number of rifts pick up in the tech sector and we worry a little bit about seat compression spilling over into the non-tech sector, I just wanted to ask you what you're seeing in terms of seat growth versus module expansion as drivers of that nice…”
UBS
Analyst
Transcript header (unverified)
SNOW
Software - Application · Technology
WDAY
Software - Application · Technology
CRM
Software - Application · Technology
VEEV
Health Information Services · Healthcare
GTLB
Software - Infrastructure · Technology
MDB
Software - Infrastructure · Technology
MSFT
Software - Infrastructure · Technology
