Alex Lavigne

Technology

Limited coverage. Only 3 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

3

Questions

0%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q1 '25Q2 '25

Focus Areas6 topics

Cloud & AI2Revenue Growth1Product Launch1Innovation & R&D1Demand1Competitive Dynamics1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History3 questions

GDDYGoDaddy2 quarters

2025 Q2

nice acceleration on ARPU sequentially. I was hoping you could qualify uptake from marketing suite or Airo Plus that may have contributed to that.

Revenue GrowthProduct LaunchView in transcript →

As you think about Agentic and the opportunity that this may catalyze an upmarket push for you guys, perhaps something like an MCP, broader integrations there.

Cloud & AIInnovation & R&DView in transcript →

2025 Q1

How would you characterize or qualify the upmarket opportunity today relative to 12 months ago, especially as Airo index is your top of funnel exposure away from domains?

DemandCloud & AICompetitive DynamicsView in transcript →