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Balancing AI Innovation with Post-IPO Expectations

Balancing AI Innovation with Post-IPO Expectations

OneStream’s CFO Bill Koefoed is convinced the AI era is just beginning. As a newly public company logging $489M in annual revenue and employing more than 1,500 professionals, OneStream doesn’t see AI as a side project—it’s a strategic necessity. “You’ve got to invest,” Koefoed says, explaining how AI-fueled demand forecasting can open untapped market segments (including the 20,000-plus legacy systems he aims to replace). Yet those bigger bets mean rethinking profitability targets, educating analysts, and staying flexible under Wall Street’s watchful eye.

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1074: Balancing AI Innovation with Post-IPO Expectations | Bill Koefoed, CFO, OneStream

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