Software - Application · Technology
Trevor Williams
Analyst
Jefferies
Equibles does not estimate personal net worth.
About Trevor Williams
Trevor Williams is recorded as Analyst at Jefferies. Trevor Williams has spoken on 15 earnings calls across 7 companies, most recently for WEX Inc. on February 5, 2026. Those appearances were for Lightspeed Commerce Inc. (LSPD), Mastercard Inc (MA), Block, Inc. (XYZ), WEX Inc. (WEX), PayPal Holdings, Inc. (PYPL) and 2 other companies. The companies whose calls Trevor Williams spoke on are classified in the Technology and Financial Services sectors.
Trevor Williams on recent calls
“I want to start with a bigger picture question on mobility, just given the sales focus on the lower end of the market.”
“I wanted to go back to the hardware gross margins. if you could unpack where you're leaning in most heavily with the discounting, Asha, that you mentioned, and if we should expect to see that headwind from gross margins continue to get bigger as the outbound sales reps ramp, that'd be helpful.”
“Peter, I want to go back to the organic guide. So the 9% growth in Q1 relative to the 11 in Q4 and the 10 you're assuming for the full year. It sounds like that's mostly just due to a bigger float headwind for corporate payments in the first half and then the lodging improvement that you just walked through.”
“Sachin, I think you called out pricing as a driver across every revenue line this quarter. So just how should we think about the durability of what we're seeing come through across each of the line items, especially on cross-border, which has been a nice pricing tailwind over the course of the year?”
“I wanted to go back to the spread between gross profit and GPV growth in Square. That was a bit narrower than where it was in the first quarter.”
Affiliation history
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Jefferies
Analyst
Transcript header (unverified)
Current
Company network
Credit Services · Financial Services
XYZ
Software - Infrastructure · Technology
WEX
Software - Infrastructure · Technology
Credit Services · Financial Services
CPAY
Software - Infrastructure · Technology
Credit Services · Financial Services