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    Andres Miranda Lopez • D.A. Davidson & Co.

    Andres Miranda Lopez's questions to Akamai Technologies Inc (AKAM) leadership

    Andres Miranda Lopez's questions to Akamai Technologies Inc (AKAM) leadership • Q2 2025

    Question

    Speaking for Rudy Kessinger, Andres Miranda Lopez asked to quantify the impact of headwinds from transferring legacy compute revenue to partners on the overall compute revenue growth rate.

    Answer

    CFO Ed McGowan responded that the impact on the growth rate would not be significant. He explained that the revenue being transferred is a small portion of the total, and the overall 'Other Cloud Applications' segment is only down slightly, resulting in a minimal effect on the aggregate compute growth.

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    Andres Miranda Lopez's questions to Tenable Holdings Inc (TENB) leadership

    Andres Miranda Lopez's questions to Tenable Holdings Inc (TENB) leadership • Q2 2025

    Question

    Andres Miranda Lopez of D.A. Davidson & Co. asked for details on which products and verticals outperformed expectations in Q2 and requested an update on the health of the core vulnerability management (VM) market.

    Answer

    CFO and Co-CEO Steve Vintz attributed the CCB outperformance to the strength of the Tenable One platform and OT security sales. Co-CEO Mark Thurmond added that the core VM business was strong and met internal forecasts, with the overall beat driven by multi-asset deals and premium pricing associated with the Tenable One platform.

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    Andres Miranda Lopez's questions to Couchbase Inc (BASE) leadership

    Andres Miranda Lopez's questions to Couchbase Inc (BASE) leadership • Q3 2025

    Question

    Andres Miranda Lopez, on for Rudy Kessinger, questioned the level of conservatism in the ARR guidance, noting the small beat in Q3 followed misses in prior quarters. He also asked about the underlying assumptions for close rates and upsells needed to hit the large net new ARR number implied by the Q4 guide.

    Answer

    CFO Gregory Henry stated the guidance approach hasn't changed and that the year was always expected to be back-end loaded. He reiterated that the forecast is built by analyzing the renewal pool, upsell opportunities, and new logos, with the large precontracted ARR providing additional confidence. CEO Matthew Cain added that the company maintained pricing discipline in Q3, avoiding pulling deals forward at the expense of long-term economics, which supports the back-half build.

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