Kinaxis Inc.
Software - Application · Technology
2 appearances
Latest appearance 2026-11-05
Analyst
TD Cowen
Equibles does not estimate personal net worth.
John Shao is recorded as Analyst at TD Cowen. John Shao has spoken on 3 earnings calls across 2 companies, most recently for Kinaxis Inc. on November 5, 2026. Those appearances were for Kinaxis Inc. and Lightspeed Commerce Inc. (LSPD). The companies whose calls John Shao spoke on are classified in the Technology sector.
“I think it's interesting to see a global consumer health company moved away from a competitor. I believe you also won a stock heat beverages. So is this some kind of new normal that you're gaining momentum in a consumer vertical, which has historically been dominated by, you know, competitors like Blue Younger?”
“For Lightspeed AI, my understanding is there are going to be more advanced features to be added, like catalog assistance and store generators. Could you first remind us the timeline for those additional features and maybe also talk about any margin implications?”
TD Cowen
Analyst
Source not stated
Kinaxis Inc.
Software - Application · Technology
Kinaxis Q3 2026 Investor Conference Call
Kinaxis Inc.
Kinaxis Q4 2025 Investor Conference Call
Kinaxis Inc.