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    Matt Dizort

    Vice President of Equity Research at Needham & Company, LLC

    Matt Dezort is a Vice President of Equity Research at Needham & Company, specializing in technology sector coverage with a particular focus on cybersecurity and software infrastructure. He covers companies such as CyberArk Software, SentinelOne, Telos, Backblaze, Check Point Software Technologies, Akamai Technologies, and Rapid7, and holds a track record including a 70% success rate and an average return of 12.19% on investment recommendations. Dezort began his career after graduating from Missouri State University with a degree in Finance and interned at Brand AMG, going on to work at Needham & Company before moving to William Blair & Co. as a Research Analyst in 2025. He has passed the CFA Level 1 exam and is pursuing further financial credentials, bringing a strong foundation in securities analysis and commitment to professional development.

    Matt Dizort's questions to AKAMAI TECHNOLOGIES (AKAM) leadership

    Matt Dizort's questions to AKAMAI TECHNOLOGIES (AKAM) leadership • Q3 2024

    Question

    Matt Dizort asked for details on early use cases and verticals for compute and inquired about the performance of core security products like WAF and DDoS, excluding the recent Guardicore and Noname acquisitions.

    Answer

    CEO Tom Leighton highlighted media workflow as the initial sweet spot for compute, listing a wide range of ISV partner use cases driving adoption, from observability to AI inferencing. CFO Ed McGowan added that core security products performed well, with strong growth in WAF and accelerated demand for DDoS protection, noting that DDoS revenue from new sign-ups is recognized over time rather than as an immediate spike.

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