Kinaxis Inc.
Software - Application · Technology
Analyst
National Bank
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Mike Stevens is recorded as Analyst at National Bank. Mike Stevens has spoken on 3 earnings calls across 3 companies, most recently for Kinaxis Inc. on November 5, 2026. Those appearances were for Kinaxis Inc., Constellation Software Inc. and Lightspeed Commerce Inc. (LSPD). The companies whose calls Mike Stevens spoke on are classified in the Technology sector.
“To dig into the MAU and the pricing model, you mentioned a lot of the enterprise wins were including that. Any sense yet, I know it's early days, on what kind of impact that we'll have on margins in the future?”
“You guys have discussed style drift and the evolution of the model. Just wondering if there's any recent examples or updates that you wanted to highlight on that concept.”
“Just wanted to revisit, you guys have talked in the past about new order payments opportunity and the volume that's running through that platform. Just wondering if we could revisit that and how efforts are going to monetize that, and are there any challenges in doing so on that platform?”
National Bank
Analyst
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Kinaxis Inc.
Software - Application · Technology
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Software - Application · Technology
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