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    Aidan Perry • Piper Sandler

    Aidan Perry's questions to Rapid7 Inc (RPD) leadership

    Aidan Perry's questions to Rapid7 Inc (RPD) leadership • Q2 2025

    Question

    Aidan Perry, on for Rob Owens, asked about the long-term opportunity in the federal market following Rapid7's recent FedRAMP achievement and its competitive positioning in that sector.

    Answer

    CEO Corey Thomas described the federal opportunity as a 'huge upside' for Rapid7, as the company has not historically been a major participant in this market. He expressed excitement about the potential but set expectations that a tangible impact on results would likely begin in 2026, given the long deal cycles and the need to scale the federal sales team.

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    Aidan Perry's questions to Rapid7 Inc (RPD) leadership • Q1 2025

    Question

    Aidan Perry asked if the new MDR for Enterprise offering is designed to target specific verticals or large customers more broadly.

    Answer

    CEO Corey Thomas clarified that the offering is for large customers broadly, though it has seen strong initial demand from large verticals like manufacturing and healthcare. He described the sweet spot as very large, resource-constrained organizations that need to scale security operations. The service leverages AI and talent to monitor a customer's entire, complex attack surface, delivering security efficacy at scale in an economical way.

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    Aidan Perry's questions to Jamf Holding Corp (JAMF) leadership

    Aidan Perry's questions to Jamf Holding Corp (JAMF) leadership • Q1 2025

    Question

    On behalf of Rob Owens, Aidan Perry asked how the Identity Automation acquisition will affect future R&D spending and shape the product roadmap for Jamf's security offerings.

    Answer

    CFO David Rudow stated that while there is some upfront investment, the acquisition's impact on overall R&D spending as a percentage of revenue will not be significant. CEO John Strosahl added that the acquisition directly enhances the security roadmap, a move driven by customer demand. He explained it strengthens Jamf's security posture, especially for deskless workflows in education and other key verticals.

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