Analyst
Barclays
Equibles does not estimate personal net worth.
Sackett Kalia is recorded as Analyst at Barclays. Sackett Kalia has spoken on 3 earnings calls across 2 companies, most recently for SailPoint, Inc. on September 9, 2026. Those appearances were for SailPoint, Inc. (SAIL) and Autodesk, Inc. (ADSK). The companies whose calls Sackett Kalia spoke on are classified in the Technology sector.
“Brian, maybe for you, you know, I think most folks understand that more SaaS conversions means less upfront revenue. But could you maybe help us frame how your SaaS and upfront revenue outlooks are changing this year, just to sort of flush out why the ARR beat isn't necessarily flowing through to full year revenue?”
“Well, hey, good morning, everyone, and thanks for taking my question here. Brian, maybe for you, I'd love to jump right into the ARR guide here for fiscal 27. You know, I think the moving parts in the revenue guide make a ton of sense just given the strength you're seeing in SAS. and what that means for REVREC on term.”
“Andrew, maybe just to start with you, I want to zoom into your AI comments a little bit it because I thought they were super interesting. You know, when you think back to Investor Day last year, I think you talked about Autodesk's path to AI monetization.”
Barclays
Analyst
Transcript header (unverified)
SAIL
Software - Infrastructure · Technology
ADSK
Software - Application · Technology
