NAVN
Software - Application · Technology
Analyst
Rosenblatt Securities
Equibles does not estimate personal net worth.
Blair Abernathy is recorded as Analyst at Rosenblatt Securities. Blair Abernathy has spoken on 12 earnings calls and 1 other investor event across 8 companies, most recently for Navan, Inc. on September 9, 2026. Those appearances were for Navan, Inc. (NAVN), Pdf Solutions Inc (PDFS), Cadence Design Systems Inc (CDNS), Ptc Inc. (PTC), Silvaco Group, Inc. (SVCO) and 3 other companies. The companies whose calls Blair Abernathy spoke on are classified in the Technology sector.
“One, any update on the transitions going on with the Reed Mackay customer base onto your platform, just sort of how that's progressed this quarter?”
“Just wanted to understand, you called out this largest ACV deal in the company history, I don't know if you could provide any other color around that. Is it a longstanding customer or a relatively new customer?”
“Just wanted to understand, you called out this largest ACV deal in the company history, I don't know if you could provide any other color around that. Is it a longstanding customer or a relatively new customer?”
“I was not able to listen to the whole first part of your prepared remarks, So if you've already repeated, if this is a repeat, just let me know. But let's talk about the FTCO, in particular, the pipeline.”
“I just wanted to, John, maybe if you could give us a little more color on how you're doing with the eProbe, particularly around new customers. What's that pipeline looking like? and you said you were on track for about six shipments this year.”
Rosenblatt Securities
Analyst
Transcript header (unverified)
NAVN
Software - Application · Technology
PDFS
Software - Application · Technology
Software - Application · Technology
PTC
Software - Application · Technology
SVCO
Software - Application · Technology
PEGA
Software - Application · Technology
SNPS
Software - Infrastructure · Technology