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    Jeffrey Hopson

    Research Analyst at Needham & Company

    Jeffrey Hopson is an Equity Research Associate at Needham & Company, specializing in investment banking with a focus on growth companies across finance and consumer services. He covers a range of companies in the public markets, leveraging his portfolio management and trading experience gained at Martin Investment Management LLC, where he served as Portfolio Manager & Senior Trader prior to joining Needham in July 2023. Hopson holds a bachelor's degree from Northwestern University and has accumulated eight years of experience in financial research and reporting roles. He is registered with FINRA, demonstrating proficiency in securities analysis and compliance within the regulated brokerage industry.

    Jeffrey Hopson's questions to CrowdStrike Holdings (CRWD) leadership

    Jeffrey Hopson's questions to CrowdStrike Holdings (CRWD) leadership • Q2 2026

    Question

    Jeffrey Hopson, on for Mike Zikos of Needham & Company, asked for insights into the impressive growth of Charlotte AI, questioning which specific features are driving adoption and what hurdles might be preventing some organizations from adopting it.

    Answer

    Founder & CEO George Kurtz explained that Charlotte AI's success stems from its architecture as an orchestration layer deeply wired into all modules and workflows, not just a simple chatbot. He provided examples of its value, such as reducing investigation tasks from days to an hour and autonomously acting as a tier-one analyst. Kurtz stated that customers are seeing increasing value with each release as the GenAI product matures, which is powering the adoption of the next-gen SOC.

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    Jeffrey Hopson's questions to Rapid7 (RPD) leadership

    Jeffrey Hopson's questions to Rapid7 (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 (BLZE) leadership

    Jeffrey Hopson's questions to Backblaze (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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