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    Ethan Drake Weeks • Piper Sandler

    Ethan Drake Weeks's questions to Varonis Systems Inc (VRNS) leadership

    Ethan Drake Weeks's questions to Varonis Systems Inc (VRNS) leadership • Q1 2025

    Question

    Ethan Drake Weeks of Piper Sandler, on for Rob Owens, asked about other natural adjacencies Varonis could address to consolidate more of the data security budget.

    Answer

    CEO Yaki Faitelson identified database activity monitoring as a major adjacency, along with capabilities related to identity behavior and the MDDR environment. He also highlighted that dedicated AI security budgets are emerging as organizations seek to adopt AI safely, creating another source of budget that Varonis is well-positioned to capture.

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    Ethan Drake Weeks's questions to SailPoint Inc (SAIL) leadership

    Ethan Drake Weeks's questions to SailPoint Inc (SAIL) leadership • Q4 2025

    Question

    Ethan Drake Weeks, on behalf of Rob Owens, inquired about the current macro environment, including geopolitical uncertainty, and its impact on SailPoint's business during the quarter and into the current quarter.

    Answer

    Founder and CEO Mark McClain stated that SailPoint operates in a resilient part of the market, as identity security is considered a business-essential, ongoing program for its customers. He noted that despite potential headwinds, similar to the COVID era, customers are not reducing spend in this critical area and demand remains high with no significant negative impact observed.

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    Ethan Drake Weeks's questions to Jfrog Ltd (FROG) leadership

    Ethan Drake Weeks's questions to Jfrog Ltd (FROG) leadership • Q4 2024

    Question

    Ethan Drake Weeks, on for Rob Owens, asked how the industry's shift toward generative AI alters the opportunity for JFrog, particularly with the Qwak acquisition. He also requested more color on the strategy of parting ways with smaller customers and its impact on the total customer count.

    Answer

    CEO Shlomi Ben Haim stated that enterprise customers are already inquiring about using Artifactory as their AI model registry, which is a huge opportunity. He noted that no MLOps revenue is in the 2025 guidance. Regarding customer count, he explained the focus on enterprise execution led them to replace 740 lower-value logos with 604 logos that have higher growth potential, which is reflected in the total count and aligns with their upmarket strategy.

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