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    Jeffrey Hopson • Needham & Company

    Jeffrey Hopson's questions to Rapid7 Inc (RPD) leadership

    Jeffrey Hopson's questions to Rapid7 Inc (RPD) leadership • Q2 2025

    Question

    Jeffrey Hopson, on for Mike Zikos, asked if deal slippage from Q2 could push more business into Q4 and requested an update on the investment timeline for the new SOC in India.

    Answer

    CEO Corey Thomas acknowledged that deal timing can fluctuate, especially with larger deals, which is why the company provides a full-year outlook. He noted Q2 was healthy and the company's baseline assumption is that deals will move around. Regarding the India SOC, he confirmed it is currently ramping. CFO Tim Adams added that the associated investment spending will increase in the second half of the year, which is reflected in the Q3 operating income guidance.

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    Jeffrey Hopson's questions to Backblaze Inc (BLZE) leadership

    Jeffrey Hopson's questions to Backblaze Inc (BLZE) leadership • Q2 2025

    Question

    Jeffrey Hopson, on for Mike Cikos, asked if sales cycles for AI companies are shorter and inquired about the methodology for potential future price increases on the B2 service.

    Answer

    CEO Gleb Budman confirmed that AI companies are moving very quickly, citing the rapid signing of a six-figure B2 OverDrive deal. He stated there are no current plans for a broad B2 price increase, as the company prefers to add value and monetize through premium offerings like B2 OverDrive, which has a starting price 250% higher than the standard service, as noted by CFO Marc Suidan.

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