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    Michael Romanelli • Mizuho Securities

    Michael Romanelli's questions to SailPoint Inc (SAIL) leadership

    Michael Romanelli's questions to SailPoint Inc (SAIL) leadership • Q1 2026

    Question

    Michael Romanelli from Mizuho Securities asked if the AI assistant, Harbor Pilot, is included in existing suites or requires an additional charge, and also requested the impact of migrations on the Net Retention Rate (NRR).

    Answer

    CFO Brian Carolan confirmed that migrations contributed low single digits to the NRR. CEO Mark McClain stated that Harbor Pilot is currently included with the platform to drive adoption, but the company will evaluate separate pricing in the future as more value and capabilities are added.

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    Michael Romanelli's questions to A10 Networks Inc (ATEN) leadership

    Michael Romanelli's questions to A10 Networks Inc (ATEN) leadership • Q2 2025

    Question

    Michael Romanelli from Mizuho Securities asked for more detail on the enterprise segment's performance by customer vertical and geography. He also requested an update on the ThreatX solution, including customer conversations, integration progress, and its potential to drive new business.

    Answer

    President, CEO & Board Chair Dhrupad Trivedi highlighted that North American enterprise growth was significantly higher than the overall 8% TTM growth, driven by a focus on large customers in financials, gaming, and technology. Regarding ThreatX, he described it as a key part of A10's contemporary security portfolio, helping access new buyers and expand customer conversations. While it's early, he noted the integration is promising, though sales cycles typically take 6-9 months.

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