The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Margaret Marie Niesen Nolan - William Blair & Company L.L.C., Research Division - Analyst
: Congrats on the results. I'm wondering on the EBITDA margin. What's holding you back from or creating uncertainty in the EBITDA margin guidance
for the full year? And is something in the low-teens, similar to Q1 and your Q2 guide, a reasonable expectation for the full year?
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MAY 06, 2021 / 8:30PM, GDYN.OQ - Q1 2021 Grid Dynamics Holdings Inc Earnings Call
Question: Margaret Marie Niesen Nolan - William Blair & Company L.L.C., Research Division - Analyst
: Okay. And then, when you think about your verticals, obviously, there was good growth in the other segments. Is there anything that sub verticals
within there that are good growth drivers could be a breakout that we should keep an eye on? And what does it take to reinvigorate the financial
services segment as well?
Question: Joseph Anthony Vafi - Canaccord Genuity Corp., Research Division - Analyst
: Maybe we talk first on that large CPG customer that you called out. I know it's a fast growth customer for you right now. Is that customer still
growing, or how do you see the evolution in terms of revenue contributions from that customer playing out over time? And then I'll have a couple
of follow-ups.
Question: Joseph Anthony Vafi - Canaccord Genuity Corp., Research Division - Analyst
: That's helpful, Leonard. And then, on those 6 new logo wins and in general kind of when you look at the sales pipeline, what are you seeing in
terms of sizes of enterprises you're engaging with? Are they staying about the same? Are they growing? Do these 6 new logos kind of have capability
to become top customers over time? Or any color you can provide there would be helpful.
Question: Joseph Anthony Vafi - Canaccord Genuity Corp., Research Division - Analyst
: Got it. And then, maybe, I guess, I could probably do the math, but Anil, what do you have built into the guide for Daxx growth rate this year, or
are you being conservative there?
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