Analyst
Piper Sandler
Equibles does not estimate personal net worth.
Brent Braceland is recorded as Analyst at Piper Sandler. Brent Braceland has spoken on 9 earnings calls and 1 other investor event across 7 companies, most recently for Snowflake Inc. on August 27, 2025. Those appearances were for Klaviyo, Inc. (KVYO), Snowflake Inc. (SNOW), Vertex, Inc. (VERX), Freshworks Inc. (FRSH), Veeva Systems Inc (VEEV) and 2 other companies. The companies whose calls Brent Braceland spoke on are classified in the Technology, Healthcare and Consumer Cyclical sectors.
“Mike, I wanted to go back to the drivers of upside the quarter. If I just take a step back, I have sequential growth in product revenue in two and a half years, a pretty sharp year of year acceleration in number of million-dollar customer ads.”
“I wanted to go back to the on-prem license versus cloud discussion. Very clear entitlements and true-ups are more variable here. That's the drag on the second half.”
“A.B., talking about the moment you're in right now and was hoping maybe you could help quantify the opportunity. You have a good base of a 50,000K customer cohort, mostly using marketing today.”
“Tyler, second consecutive quarter that Freshworks has maintained a rule of 40 model on an organic basis. Guidance implies that won't be the case in the second half.”
“Maybe for Brian, sticking with commercial strength here, this is the highest growth rate we've seen in kind of three years. And as we double-click, you flag CrossX.”
Piper Sandler
Analyst
Transcript header (unverified)
KVYO
Software - Application · Technology
SNOW
Software - Application · Technology
VERX
Software - Application · Technology
FRSH
Software - Application · Technology
VEEV
Health Information Services · Healthcare
GLBE
Internet Retail · Consumer Cyclical
