Jacob Smith

Industrials

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

2

Companies

3

Questions

0%

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

Focus Areas5 topics

Demand2M&A2Product Launch1Competitive Dynamics1Capex Investment1

Question History3 questions

ADPADP1 quarter

2026 Q1

As Lyric bookings ramp in the large enterprise, how are you thinking about scaling implementation capacity over time

DemandM&AView in transcript →

Can you provide an update on your traction in the quarter? And just in general, with

Product LaunchCompetitive DynamicsView in transcript →

PAYXPaychex1 quarter

2026 Q1

you are a second company in the mid-market through Paycor really talking about expanding headcount to capture opportunity. Just what are you seeing out there that is giving you conviction?

DemandM&ACapex InvestmentView in transcript →