AGYS
Software - Application · Technology
Analyst
Oppenheimer
Equibles does not estimate personal net worth.
Brian Schwartz is recorded as Analyst at Oppenheimer. Brian Schwartz has spoken on 17 earnings calls across 8 companies, most recently for Via Transportation, Inc. on November 9, 2026. Those appearances were for Agilysys Inc (AGYS), Clearwater Analytics Holdings, Inc., Via Transportation, Inc. (VIA), Soundhound Ai, Inc. (SOUN), Paycom Software, Inc. (PAYC) and 3 other companies. The companies whose calls Brian Schwartz spoke on are classified in the Technology sector.
“Daniel, I wanted to shift the discussion over to the two different geographies, the U.S. strength versus the international demand. You know, your U.S. revenue is growing significantly faster than the overall growth of the company.”
“Kayvon, I had a question on how you prioritize using your proprietary models for some kind of partner models. Because, you know, you're positioning the OASIS platform that now it's going to be integrating six businesses.”
“Maybe just starting out with the top line, with the guidance raise on that. I don't know if you can parse that or what your commentary would be, but how much of that raise is related to the faster conversion, the backlog, versus improvements, deals or deal sizes, or just the sales efficiency of the business?”
“Ramesh, now that the large PMS rollout is progressing well, do you expect the progress that is happening to unlock a faster cadence to sales cycles with other hotels and resorts that may have been waiting to see that large PMS rollout proof points before choosing Agilisus?”
“And I wanted to ask you specifically about maybe procurement cycle timing. Are you seeing any meaningful changes from the government procurement timelines or the approval processes versus what you've seen in the recent past?”
Oppenheimer
Analyst
Transcript header (unverified)
AGYS
Software - Application · Technology
Clearwater Analytics Holdings, Inc.
Software - Application · Technology
Software - Application · Technology
SOUN
Software - Application · Technology
Software - Application · Technology
INTA
Software - Application · Technology
NOW
Software - Application · Technology
Clearwater Analytics Holdings, Inc. Q4 FY2024 Earnings Call
Clearwater Analytics Holdings, Inc.
Clearwater Analytics Holdings, Inc. Q3 FY2024 Earnings Call
Clearwater Analytics Holdings, Inc.
Clearwater Analytics Holdings, Inc. Q4 FY2023 Earnings Call
Clearwater Analytics Holdings, Inc.