Analyst
Canaccord
Equibles does not estimate personal net worth.
Luke Morison is recorded as Analyst at Canaccord. Luke Morison has spoken on 5 earnings calls and 2 other investor events across 3 companies, most recently for Advantage Solutions Inc. on August 12, 2026. Those appearances were for Advantage Solutions Inc. (ADV), CI&T Inc (CINT) and Concentrix Corp (CNXC). The companies whose calls Luke Morison spoke on are classified in the Communication Services and Technology sectors.
“With me here, I have Advantage Solutions. I have Dave Peacock, the CEO, Chris Groh, CFO. Guys, thank you for coming. So maybe just to kick things off, I'm sure there's a mix of investors in here, some that own the stock, some that are newer to the story.”
“The first, I guess on just consumption pricing and the new pricing model you guys are rolling out, the agent computing unit model, just as I think about sort of the underlying cost of running these models keeps falling, token costs are falling.”
“I'm one of Canaccord's analysts covering the software and IT services sectors. I'm here today, excited to host Chris Caldwell, CEO of Concentrix and Andre Valentine, CFO.”
“So I think you called out CPG merchandising projects as a relative bright spot, possibly a leading indicator for the rest of branded.”
“You know, of that 20% of new sales in Q1 that are on these new pricing models, can you just give us a sense of, like, what do gross margins look like on those engagements?”
Canaccord
Analyst
Transcript header (unverified)
Advertising Agencies · Communication Services
CINT
Software - Infrastructure · Technology
CNXC
Information Technology Services · Technology
