Sales Science

Q1 results from Nutanix, Paylocity & Gitlab, A16Z thinks AI nukes all incumbents, Our AI calling Agent (a sneak peak)

Sales Science

In this episode we break down Q1 earnings from GitLab, Nutanix, Pure Storage, and Paylocity — plus, we demo our in-house voice AI agent and discuss Marc Andreessen’s bold AI thesis.

Here’s what we cover:

  • GitLab: Slower ARR growth, CAC payback blows out to 109 months
  • Nutanix: 3rd straight quarter of positive operating income
  • Pure Storage: 7-year recurring revenue growth, but tricky SaaS comps
  • Paylocity: Strong margins, fast CAC payback, and consistent earnings
  • Voice AI Agent: Real-world pilot results + use cases for outbound
  • Marc Andreessen: “All incumbents get nuked by AI” — why he might be right

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Drop a comment if you want a demo of the AI calling agent.

#SaaS #AI #TechEarnings #VoiceAI #GitLab #Paylocity #Nutanix #PureStorage