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    Aiden

    Research Analyst at Piper Sandler & Co.

    Aiden is an Vice President and Equity Research Analyst at Piper Sandler & Co., specializing in coverage of the technology and software sectors with a focus on innovative growth companies. He provides research and investment analysis on publicly traded firms such as Salesforce, ServiceNow, and Snowflake, demonstrating strong performance in stock recommendations with an above-benchmark average return and a success rate consistently above 60% as measured by independent platforms. Beginning his career in equity research in the early 2010s, Aiden previously held positions at several boutique investment firms before joining Piper Sandler in 2021. He holds FINRA Series 7, Series 63, and Series 86/87 licenses and has been recognized for his detailed sector insights and contributions to institutional research.

    Aiden's questions to QUALYS (QLYS) leadership

    Aiden's questions to QUALYS (QLYS) leadership • Q2 2025

    Question

    Aiden, on behalf of Rob Owens from Piper Sandler & Co., asked how channel and customer education for new products are tracking against expectations and what hurdles remain for adoption, especially with AI.

    Answer

    CEO Sumedh Thakar responded that CISO workshops have been effective for top-of-funnel engagement. He explained that since the Risk Operation Center (ROC) concept is new, the sales cycle involves educating customers who may not have a pre-existing budget. The current focus is on converting this strong initial interest into closed deals and scaling the educational efforts.

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