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    Michael Romanelli

    Research Analyst at Mizuho Securities

    Michael Romanelli is Vice President and Equity Research Analyst at Mizuho Securities USA LLC, specializing in technology sector research with coverage across major US tech companies. He delivers actionable investment insights and recommendations, drawing on several years of industry experience, including prior roles at Cowen & Co. Romanelli has established a proven track record since joining Mizuho, leveraging his expertise in market analysis to generate competitive client returns while maintaining rigorous professional standards. He holds FINRA registration and is a licensed securities professional, reflecting his credentials within the financial industry.

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

    Michael Romanelli's questions to A10 Networks (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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    Michael Romanelli's questions to SailPoint (SAIL) leadership

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

    Question

    Asked if the AI assistant, Harbor Pilot, is included in existing suites or if it requires an additional charge, and also requested confirmation on the NRR impact from migrations.

    Answer

    Migrations contributed low single digits to the Net Retention Rate (NRR). Harbor Pilot is currently included with the platform at no extra cost to encourage adoption. The company may consider pricing it separately in the future as more capabilities are added.

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    Michael Romanelli's questions to SailPoint (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 NRR impact from migrations.

    Answer

    CFO Brian Carolan confirmed that migrations contributed low single digits to the Net Retention Rate. CEO & Founder Mark McClain stated that Harbor Pilot is currently included with the platform to drive adoption, but they will evaluate separate pricing in the future as more value-based capabilities are added.

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