Alexey Gogolev

Coverage

Companies whose earnings calls Alexey Gogolev asked questions on (from Lician's transcripts).

• PCORPROCORE TECHNOLOGIES, INC.

Questions on earnings calls

1. PCOR earnings call · PROCORE TECHNOLOGIES, INC.Nov 4, 2026 · 2 questions
   • 1:07:00

     “That's with great results. I wanted to start with the gross margin. Rachel, it stayed at 84% even as AI protons and drone deploys consolidated. So what's the sensitivity of gross margin to AI compute at scale? Yeah. So first of all, AI is already built into our core products.…”

   • 1:08:36

     “And Ajay, very strong gross revenue retention of 95%. Could you maybe decompose? What's driving that renewal execution versus pricing or customer health? And are you seeing any churn, downsell concentrated in any cohorts, GCs versus speciality or domestic or international?…”

Quotes are machine transcriptions of the official webcast (Whisper) and may contain errors; the timestamp opens the call at that moment.

J.P. Morgan rating actions on these stocks

From news headlines Lician stores, each linked to its source. A headline names the firm; it may not name Alexey Gogolev. We do not use licensed rating databases.