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    Patrick O'Neill

    Research Analyst at Wolfe Research

    Patrick O'Neill is an Equity Research Associate specializing in software sector coverage at Wolfe Research. He covers notable public software companies and contributes to high-profile earnings calls, such as those for Intuit, while supporting senior analysts in delivering differentiated investment research. Since joining Wolfe Research in March 2022, O'Neill has built on prior experience as Director of Carrier Sales at Crowe Logistics, showcasing strong analytical and communication skills in equity research. He holds a degree in Finance and maintains industry-relevant credentials, actively participating in the ongoing evaluation of software sector performance and equity recommendations.

    Patrick O'Neill's questions to Rapid7 (RPD) leadership

    Patrick O'Neill's questions to Rapid7 (RPD) leadership • Q3 2024

    Question

    Patrick O'Neill, on for Josh Tilton at Wolfe Research, inquired about the competitive environment, any changes in win rates over the past year, and the company's confidence in stabilizing or improving them.

    Answer

    CEO Corey Thomas stated that win rates haven't materially changed, but the pipeline composition has, with a heavier mix of D&R deals this year. He noted that the biggest issue was not losing deals but rather a temporary pause in building the risk management pipeline while the offering was retooled. For D&R, he described their solution as very competitive with high win rates, while it's too early to judge win rates for the new Exposure Command platform.

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