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    Jonathan Ruykhaver • Cantor Fitzgerald

    Jonathan Ruykhaver's questions to Jfrog Ltd (FROG) leadership

    Jonathan Ruykhaver's questions to Jfrog Ltd (FROG) leadership • Q2 2025

    Question

    Jonathan Ruykhaver asked about the opportunity around JFrog's MCP server for securing AI agents, its competitive positioning, and whether the target market is foundational model providers or enterprises.

    Answer

    CEO Shlomi Ben Haim described the MCP server as a critical integration point for all AI agents to interact with the JFrog platform. He noted that as MCP adoption grows, so do the associated threats, positioning JFrog's security research as a key differentiator. He clarified the opportunity applies to any company using any type of agentic AI, not a specific segment.

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    Jonathan Ruykhaver's questions to Jfrog Ltd (FROG) leadership • Q1 2025

    Question

    Jonathan Ruykhaver asked for perspective on how heightened competition among AI platforms, such as OpenAI's M&A activity, might impact the repository opportunity for JFrog and whether it would drive more strategic partnerships.

    Answer

    CEO Shlomi Haim viewed the developments positively, stating 'the more the merrier.' He explained that AI code-generation tools do not overlap with JFrog's core offerings like model registry, binary management, or model security scanning. He currently sees the trend leading to more collaboration and synergy rather than direct competition.

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    Jonathan Ruykhaver's questions to Tenable Holdings Inc (TENB) leadership

    Jonathan Ruykhaver's questions to Tenable Holdings Inc (TENB) leadership • Q2 2025

    Question

    Jonathan Ruykhaver of Cantor Fitzgerald inquired about the sales motion and any specific incentives driving the strong new enterprise platform and six-figure customer additions, and asked about the outlook for new ads versus expansion.

    Answer

    Co-CEO Mark Thurmond stated that there were no major structural or compensation changes. He attributed the success to the market's adoption of the Tenable One platform, a loyal and increasingly comfortable channel, strong pipeline growth, and validation from third-party analysts. He emphasized that the company's 100% channel model is a key factor in this momentum.

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    Jonathan Ruykhaver's questions to Varonis Systems Inc (VRNS) leadership

    Jonathan Ruykhaver's questions to Varonis Systems Inc (VRNS) leadership • Q2 2025

    Question

    Jonathan Ruykhaver asked about the go-to-market strategy for Varonis's new Database Activity Monitoring (DAM) offering, specifically whether it's positioned as a replacement for legacy vendors or as part of a broader data security platform.

    Answer

    CEO Yaki Faitelson explained that the strategy is both. The offering was developed in response to customer demand to replace legacy vendors who they felt had not innovated. He stated that customers want a single, coherent data security platform, and Varonis is positioned to capitalize on a significant replacement cycle for these legacy DAM tools.

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    Jonathan Ruykhaver's questions to GitLab Inc (GTLB) leadership

    Jonathan Ruykhaver's questions to GitLab Inc (GTLB) leadership • Q1 2026

    Question

    Jonathan Ruykhaver from Cantor Fitzgerald asked about the most differentiating features in the upcoming GitLab 18 release and the rationale for including Duo features in existing tiers without an additional charge.

    Answer

    CEO Bill Staples explained that including Duo Chat and Code Suggestions in Premium and Ultimate is a strategic decision to eliminate adoption friction and make GitLab an obvious choice for AI. This approach, with usage limits, creates a smooth upgrade path. For GitLab 18, he highlighted centralized artifact management, CI/CD enhancements, and improved security dashboards as key differentiators, alongside a new AI vision.

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    Jonathan Ruykhaver's questions to Rubrik Inc (RBRK) leadership

    Jonathan Ruykhaver's questions to Rubrik Inc (RBRK) leadership • Q1 2026

    Question

    Jonathan Ruykhaver from Cantor Fitzgerald asked about Rubrik Anapurna in the context of GenAI projects failing due to disparate data stores, and how Rubrik specifically differentiates in real-time data identification and classification.

    Answer

    Co-Founder, CEO & Chairman Bipul Sinha explained that Rubrik's platform was built from the beginning to combine data management and security, requiring a deep understanding of data integrity and sensitivity. This foundational capability is now being leveraged for GenAI through the Anapurna initiative, which aims to supply secure, governed data to LLM applications. He stressed that Anapurna is a long-term, multi-year effort to build a new 'S-curve' for the company, positioning Rubrik at the intersection of data security and AI as part of its long-term vision.

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