Analyst
J.P. Morgan
Equibles does not estimate personal net worth.
Bella Kamajan is recorded as Analyst at J.P. Morgan. Bella Kamajan has spoken on 5 earnings calls across 3 companies, most recently for Intapp, Inc. on October 27, 2026. Those appearances were for Intapp, Inc. (INTA), SS&C Technologies Holdings Inc (SSNC) and CCC Intelligent Solutions Holdings Inc. (CCC). The companies whose calls Bella Kamajan spoke on are classified in the Technology sector.
“So to start, the 2Q Total Revenue Guide implies a sequential decline despite continued strong subscription growth, and the full-year revenue outlook is modestly higher.”
“So for the first one, looking at the WIT segment's organic growth deceleration after a much stronger, nearly 10% growth last quarter, could you help us dig a little more into what drove that change and whether investors should view that as mainly timing related or possibly Well,”
“So on the 30-plus migrations that you signed in Q4, can you comment on the mix by vertical or product? And as you think about the portion of the remaining on-prem base, could you quantify what's remaining and what the main gating factors currently are?”
“So just zooming in on the roughly four points of growth coming from AI this quarter, just breaking that down, how much is that coming from deeper rollout or through-put customers that are already live versus new module attached?”
“So given the organic growth performing so positively this quarter, especially the callout from those large license renewals, how should we think about 3Q organic growth implying a step down?”
J.P. Morgan
Analyst
Transcript header (unverified)
INTA
Software - Application · Technology
Software - Application · Technology
