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    Aaron Samuels • Susquehanna Financial Group

    Aaron Samuels's questions to Rapid7 Inc (RPD) leadership

    Aaron Samuels's questions to Rapid7 Inc (RPD) leadership • Q1 2025

    Question

    Aaron Samuels asked for details on customer resilience amidst macro pressures, seeking call-outs by customer size, geography, or industry vertical.

    Answer

    CEO Corey Thomas identified resilience in highly regulated industries and among larger customers with over $1 billion in revenue. He also noted continued strength in Europe. Conversely, he pointed to increased pressure and longer deal cycles in the healthcare, education, and state and local government sectors, as well as the broader U.S. mid-market. He added that Detection and Response projects continue to close across all segments, albeit sometimes with delays.

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    Aaron Samuels's questions to Ziff Davis Inc (ZD) leadership

    Aaron Samuels's questions to Ziff Davis Inc (ZD) leadership • Q1 2025

    Question

    Aaron Samuels inquired about the current state and outlook of the overall advertising market and asked for the key priorities to reaccelerate growth in the Connectivity segment.

    Answer

    CEO Vivek Shah stated that the ad market was strong in Q1, growing over 12%, with positive trends expected to continue, supported by tailwinds in gaming and health. He explained that the reacceleration in the Connectivity segment is dependent on the Ekahau business, which is tied to the enterprise WiFi hardware upgrade cycle, particularly with the adoption of WiFi 7. The core Speedtest and Downdetector businesses continue to perform well.

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    Aaron Samuels's questions to Ziff Davis Inc (ZD) leadership • Q4 2024

    Question

    Aaron Samuels, on for Shyam Patil, asked about the CNET acquisition, inquiring how the integration has progressed relative to expectations and how it has impacted the advertising sales motion across Ziff Davis's technology brands.

    Answer

    CEO Vivek Shah responded that progress with CNET is on or ahead of plan. He detailed that the brands now go to market as the 'CNET Group' with a combined sales team, which leverages their scale and market position. While editorial teams remain distinct to preserve their voices, there are shared services and collaboration, such as the 'Best of CES' awards. Shah confirmed that planned cost synergies have already been realized and the company is on track to achieve its target of a 5-6x purchase price over EBITDA within the 12-24 month post-acquisition timeframe.

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    Aaron Samuels's questions to Ziff Davis Inc (ZD) leadership • Q3 2024

    Question

    On behalf of Shyam Patil, Aaron Samuels asked for an update on the M&A deal environment, which verticals appear most attractive, and for any early outlook on the holiday shopping season.

    Answer

    CEO Vivek Shah described the M&A environment as 'normalized' and similar to pre-COVID levels, with more reasonable dialogues on price. He highlighted Tech and Shopping as active areas, Gaming as promising for consolidation, and noted Connectivity and Health are 'due' for deals. Regarding the holidays, he stated it was too early for a definitive outlook but that the team is hopeful for a solid season.

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