Analyst
TD Cowan
Equibles does not estimate personal net worth.
Derek Wood is recorded as Analyst at TD Cowan. Derek Wood has spoken on 2 earnings calls and 1 other investor event across 3 companies, most recently for Braze, Inc. on September 8, 2026. Those appearances were for Braze, Inc. (BRZE), Samsara Inc. (IOT) and Twilio Inc (TWLO). The companies whose calls Derek Wood spoke on are classified in the Technology sector.
“Bill, the number of net new customers has bounced around the last several quarters. Can you update us on kind of how you're looking to balance targeting enterprise versus mid-market opportunities?”
“I guess I'll start with kind of interesting to hear of a secular trend around customer shifting from time-based and mileage-based maintenance schedules to one that's more data-driven. how would you characterize where the market is today in this journey and how you think it's going to play out over the next few years…”
“And we've got VP of IR, Rodney Nelson of Twilio. Thanks for coming, Rodney. Thanks for having me. I am going to give you kind of a softball question to start with, I think.”
TD Cowan
Analyst
Transcript header (unverified)
BRZE
Software - Application · Technology
IOT
Software - Infrastructure · Technology
TWLO
Software - Infrastructure · Technology
