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    Ethan Drake Weeks

    Research Analyst at Piper Sandler

    Ethan Drake Weeks is a Research Analyst at Piper Sandler & Co., specializing in technology sector equity research with a particular focus on software and cloud infrastructure companies. He covers high-profile names including GitLab, as indicated by his participation in major earnings calls, though broader coverage details are not widely disclosed. Weeks began his financial services career in recent years and is registered with FINRA, holding appropriate securities licenses through Piper Sandler in Portland, Oregon. His professional record indicates a developing career in equity analysis, with core credentials but limited publicly available performance metrics or notable industry rankings at this stage.

    Ethan Drake Weeks's questions to VARONIS SYSTEMS (VRNS) leadership

    Ethan Drake Weeks's questions to VARONIS SYSTEMS (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 (SAIL) leadership

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

    Question

    Ethan Drake Weeks of Piper Sandler inquired about the current macroeconomic environment, its impact during the quarter, and recent demand trends.

    Answer

    CEO Mark McClain stated that SailPoint operates in a resilient part of the market, with identity security considered a business-essential priority for customers. He noted that while they are monitoring the environment, they continue to see strong demand signals and have not observed a significant negative impact from macro uncertainty.

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    Ethan Drake Weeks's questions to JFrog (FROG) leadership

    Ethan Drake Weeks's questions to JFrog (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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