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    Rankin Kothari

    Senior Research Analyst at Robert W. Baird & Co.

    Shrenik Kothari is a Senior Research Analyst at Robert W. Baird & Co., with specialization in Security and Infrastructure Software, covering companies such as JFrog, CyberArk Software, Varonis Systems, Cloudflare, and Rubrik. He has demonstrated strong performance with a TipRanks average success rate of 70.54%, including a standout +150.4% return on his most profitable buy recommendation for CrowdStrike. Kothari began his investment research career with a focus on TMT at SFG Asset Advisors LLC, later joining Baird as a Senior Research Associate in January 2021 before becoming a Senior Analyst; he previously held strategic and technical roles at Intel Corporation and holds degrees from IIT Kharagpur, University of Illinois Urbana-Champaign, and an MBA from UC Berkeley. He maintains FINRA registration and is recognized as a top Wall Street analyst by platforms such as TipRanks, ranking among the top 5% of all analysts at Baird.

    Rankin Kothari's questions to Tenable Holdings (TENB) leadership

    Rankin Kothari's questions to Tenable Holdings (TENB) leadership • Q3 2024

    Question

    An analyst on for Rankin Kothari at Robert W. Baird & Co. asked for details on the net dollar expansion rate and trends in mid-market purchasing behavior.

    Answer

    CFO Steve Vintz attributed the modest dip in the net dollar expansion rate to the timing of large deals, noting new customers are landing at higher price points. CEO Amit Yoran added that mid-market customers are embracing vendor consolidation through the Tenable One platform, especially for its unified cloud security capabilities.

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