CRM
Software - Application · Technology
Analyst
Jefferies
Equibles does not estimate personal net worth.
Brent Thill is recorded as Analyst at Jefferies. Brent Thill has spoken on 38 earnings calls and 2 other investor events across 18 companies, most recently for Oracle Corp on September 10, 2026. Those appearances were for Salesforce, Inc. (CRM), Snowflake Inc. (SNOW), Microsoft Corp (MSFT), Angi Inc. (ANGI), monday.com Ltd. (MNDY) and 13 other companies. The companies whose calls Brent Thill spoke on are classified in the Technology and Communication Services sectors.
“Mike, good to see double-digit growth in SaaS. Maybe if you can walk through what you're seeing over the next couple of years. I think there's been this fear of the SaaS business across the industry taking a hit because of AI, but it seems like that's not your view.”
“On Cocoa, good to see 2,000 accounts added. I guess when you start to see now quarter over quarter, is there a difference you're seeing in adoption? Are you getting bigger lands, more users, bigger consumption right out of the gate?”
“On Cocoa, good to see 2,000 accounts added. I guess when you start to see now quarter over quarter, is there a difference you're seeing in adoption? Are you getting bigger lands, more users, bigger consumption right out of the gate?”
“I think by now I've lost kind of all the fable one-shotting CAD videos I've watched. They're all fun. But I think most often when I look at the CAD environment, it tends to be fusion, which is the one actually doing the magic.”
“I just wanted to follow up on Ramos' question. I guess, are you making changes on the go-to-market where you're reducing the go-to-market team in a material way?”
Jefferies
Analyst
Source not stated
CRM
Software - Application · Technology
SNOW
Software - Application · Technology
MSFT
Software - Infrastructure · Technology
ANGI
Internet Content & Information · Communication Services
MNDY
Software - Application · Technology
DOCU
Software - Application · Technology
WDAY
Software - Application · Technology
Software - Application · Technology
Information Technology Services · Technology
BMBL
Internet Content & Information · Communication Services
ORCL
Software - Infrastructure · Technology
ADSK
Software - Application · Technology
ADBE
Software - Application · Technology
SONO
Consumer Electronics · Technology
ESTC
Software - Application · Technology
DDOG
Software - Application · Technology