DDOG
Software - Application · Technology
Analyst
Stifel
Equibles does not estimate personal net worth.
Brad Reback is recorded as Analyst at Stifel. Brad Reback has spoken on 11 earnings calls across 7 companies, most recently for Datadog, Inc. on August 6, 2026. Those appearances were for Datadog, Inc. (DDOG), Paylocity Holding Corp (PCTY), Roper Technologies Inc (ROP), Snowflake Inc. (SNOW), JFrog Ltd (FROG) and 2 other companies. The companies whose calls Brad Reback spoke on are classified in the Technology sector.
“Ali, given your commentary around how strong the core is and that your largest customer is not additive to growth here in 2Q, should we assume that if we X out the sequential downtick in that customer that the core guide would have been probably 300 or 400 basis points higher?”
“It's now a couple of quarters in a row of accelerating subscription and revenue growth. Can you maybe unpack what's driving the business higher here?”
“Ali, the sustained acceleration in the core business is pretty impressive.”
“So in that last point, saving your customers' time, that's great. Can you talk about how you're translating that into revenue for Paylocity?”
“Salome, I'll take the five quarters one step farther and say the magnitude of the SaaS speed over those five quarters continues to get bigger.”
Stifel
Analyst
Source not stated
DDOG
Software - Application · Technology
Software - Application · Technology
Software - Application · Technology
SNOW
Software - Application · Technology
FROG
Software - Application · Technology
Software - Infrastructure · Technology
MSFT
Software - Infrastructure · Technology