Analyst
Deutsche Bank
Equibles does not estimate personal net worth.
Brian Keene is recorded as Analyst at Deutsche Bank. Brian Keene has spoken on 5 earnings calls across 4 companies, most recently for Block, Inc. on February 20, 2025. Those appearances were for Block, Inc. (XYZ), Toast, Inc. (TOST), BILL Holdings, Inc. (BILL) and DXC Technology Co (DXC). The companies whose calls Brian Keene spoke on are classified in the Technology sector.
“I wanted to ask about the strength in afterpay in the quarter, what you saw there. And as we think about the rollout of afterpay on the cash card, I guess it's almost in lieu of a credit card.”
“I guess first question, I know you guys made some public comments in the fourth quarter at a conference. You guys were expecting more of the 100 to 200 basis point of EBITDA margin expansion.”
“I guess, John, on core revenue growth, it came in kind of in the midpoint at, I think, 16%. percent, but you're guiding for third quarter to be, I think, 13 to 15, which is slightly down, even though I think you said monetization will be up.”
“Just wanted to ask about the organic growth in the third quarter, kind of beat expectations and your guidance. But for the fourth quarter, as we jump over to that quarter, it's still a slight decrease from where we did in the third quarter.”
“I wanted to ask about the cash out monetization rate. I think it was up five basis points sequentially. If I recall correctly, I think you thought it would be more stable sequentially.”
Deutsche Bank
Analyst
Transcript header (unverified)
XYZ
Software - Infrastructure · Technology
TOST
Software - Infrastructure · Technology
BILL
Software - Application · Technology
Information Technology Services · Technology
