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    Patrick

    Managing Director and Senior Analyst at Wolfe Research

    Patrick Davitt is a Managing Director and Senior Analyst at Autonomous, a division of AllianceBernstein, specializing in the coverage of asset managers, alternative asset managers, and related financial institutions. He is recognized for his in-depth research on leading companies such as Apollo Global Management, Blackstone, and KKR, with a strong track record reflected in high rankings for estimate accuracy and investment performance. Beginning his career at Autonomous in the early 2010s, Patrick has been consistently acknowledged by clients and industry platforms for the quality of his analysis and market insights. He holds professional credentials consistent with senior research analysts, including FINRA registrations and relevant securities licenses.

    Patrick's questions to Tenable Holdings (TENB) leadership

    Patrick's questions to Tenable Holdings (TENB) leadership •

    Question

    Patrick, on for Josh Tilton, asked about the expected trend for the Net Retention Rate (NRR) in 2025, following its stabilization in the current quarter.

    Answer

    Co-CEO and CFO Stephen Vintz did not provide a direct forecast for NRR. Instead, he reiterated the full-year CCB guidance, the cautious approach to Federal business, and the expected back-half impact from the Vulcan acquisition, stating that the overall seasonal flow should otherwise be consistent with the prior year.

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