Analyst
Goldman Sachs
Equibles does not estimate personal net worth.
Matthew Martino is recorded as Analyst at Goldman Sachs. Matthew Martino has spoken on 7 earnings calls across 3 companies, most recently for Dynatrace, Inc. on November 3, 2026. Those appearances were for Procore Technologies, Inc. (PCOR), Dynatrace, Inc. (DT) and Elastic N.V. (ESTC). The companies whose calls Matthew Martino spoke on are classified in the Technology sector.
“Jim or Rick here, I appreciate there can be some variability around the timing of large enterprise deals, but platform consumption still above 20%, AI customers consuming at twice the rate of the broader base, and then several of those deals that slipped in the quarter have closed already in Q3.”
“Ajay, maybe for you, the construction environment's been uneven for several years now, but at the same time, Procore's introducing products that could offer customers a more compelling ROI independent of project volumes.”
“Ash, maybe just on MCP, you know, you've leaned into making Elastic easy for agents to reach through standards like MCP. You launched MCP apps recently. As more agents pull data that way, like how big of a distribution and growth vector do you think that can become?”
“Maybe to start, and I appreciate the setup on kind of the fiscal 2027 outlook, but when we look at kind of the Q4 net new ARR, it came in around 9% on a constant currency basis.”
“Audrey, I wanted to touch on international for a moment. With Walt now in the seat, where do you see the most meaningful opportunities to strengthen the international franchise from here?”
Goldman Sachs
Analyst
Transcript header (unverified)
Software - Application · Technology
Software - Application · Technology
ESTC
Software - Application · Technology
