nCino, Inc. (NASDAQ:NCNO) Piper Sandler Growth Frontiers Conference September 11, 2025 2:30 PM EDT
Company Participants
Gregory D. Orenstein – CFO & Treasurer
Conference Call Participants
Brent Bracelin – Piper Sandler & Co., Research Division
Presentation
Brent Bracelin
MD & Senior Research Analyst
Good afternoon. My name is Brent Bracelin, Co-Head of Tech Research here at Piper Sandler. Thank you all for joining us this afternoon. The next fireside chat discussion here is going to be with nCino. We have Greg, the CFO. Welcome to Nashville.
Gregory D. Orenstein
CFO & Treasurer
It’s great to be here. Always a pleasure to see you, Brent.
Question-and-Answer Session
Brent Bracelin
Piper Sandler & Co., Research Division
Absolutely, absolutely. So listen, if I think about and take a step back on nCino’s business. This is a business that actually has tripled ARR since the July 2020 IPO. Growth has clearly slowed. Obviously, we’ve seen the media and SaaS software company growth rates now at about 13% this year. I’d be curious, putting on your hat what’s art of possible, what would need to go right to double ARR again over the next 5, 6 years to $1 billion. What’s — as you think about the art of possible, walk me through that potential doubling.
Gregory D. Orenstein
CFO & Treasurer
So we are incredibly excited about our positioning to do that. And that $1 billion threshold across is something clearly we have and that we focus on, right? We’re quite a competitive bunch. And so you have to have targets out there and goals to go ahead, and we certainly see that. And so I think the main thing that we need to do is just focus on execution. We’ve spent quite a bit of time putting together what I think is a very unique, broad and deep product portfolio. So I think
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