Sign in

    Trevor Rambo • BTIG

    Trevor Rambo's questions to OneSpan Inc (OSPN) leadership

    Trevor Rambo's questions to OneSpan Inc (OSPN) leadership • Q2 2025

    Question

    Trevor Rambo of BTIG asked about the impact of macro factors like tariffs on customer buying behavior and requested more detail on the planned evolution of the go-to-market program.

    Answer

    CEO Victor Limongelli stated that macro impacts from tariffs and federal cuts were minimal, as federal revenue is only 2% of their total. He did note geographic weakness in Europe offset by strength in the Americas. Regarding the go-to-market strategy, he explained they are increasing investment in successful areas, such as the dedicated North American security sales team, and are refining their approach to new logo acquisition for the Digital Agreements business.

    Ask Fintool Equity Research AI

    Trevor Rambo's questions to OneSpan Inc (OSPN) leadership • Q1 2025

    Question

    Trevor Rambo of BTIG asked for the ARR impact of two large deals that slipped from Q1 into Q2, inquired about general customer buying behavior, and questioned what gives management confidence to maintain guidance amid macro uncertainty.

    Answer

    CFO Jorge Martell clarified that the slipped deals did not impact Q1 ARR because their start date was April 1. CEO Victor Limongelli addressed guidance confidence by stating that business has been strong, with good bookings in Q1 and a solid start to Q2. He acknowledged that visibility for the second half of the year is 'fuzzier' but the positive performance to date supports maintaining the full-year outlook.

    Ask Fintool Equity Research AI

    Trevor Rambo's questions to OneSpan Inc (OSPN) leadership • Q3 2024

    Question

    Trevor Rambo from BTIG asked about the current macro environment, the outlook for the hardware business, customer churn, and how OneSpan plans to sustain high margins while reaccelerating top-line growth.

    Answer

    CEO Victor Limongelli noted the long-term trend of declining hardware use in consumer banking but highlighted its continued relevance in corporate banking. He emphasized OneSpan's competitive advantage of offering a single back-end for both hardware and software authentication. Regarding future strategy, Limongelli stated the goal is to reach the 'Rule of 40' through a combination of growth and operating leverage, not just profitability, and that while further margin gains are possible, they will be more incremental.

    Ask Fintool Equity Research AI

    Trevor Rambo's questions to Tenable Holdings Inc (TENB) leadership

    Trevor Rambo's questions to Tenable Holdings Inc (TENB) leadership • Q1 2025

    Question

    Trevor Rambo, on behalf of Gray Powell, asked for color on how the rest of the product portfolio performed relative to the strong cloud security segment and if cloud would continue to be the primary growth driver.

    Answer

    Co-CEO Mark Thurmond reiterated that Q1 was a very strong quarter overall, with OT also performing very well. He noted that cloud security was a significant driver due to sizable deals and expressed continued optimism for the business, especially given market dynamics created by the Google/Wiz acquisition.

    Ask Fintool Equity Research AI

    Trevor Rambo's questions to A10 Networks Inc (ATEN) leadership

    Trevor Rambo's questions to A10 Networks Inc (ATEN) leadership • Q3 2024

    Question

    Trevor Rambo, on for Gray Powell, inquired about the demand outlook for the service provider (SP) segment for the remainder of the year and into the next. He also asked for more detail on the performance and demand drivers within the enterprise segment, noting its relatively slower year-over-year growth.

    Answer

    Executive Dhrupad Trivedi explained that while some volatility in the SP segment is expected, the overall trend is improving and stabilizing as customers resume infrastructure investments. Regarding the enterprise segment, Trivedi clarified that A10's focus is on large enterprises, and its year-to-date and trailing 12-month growth in that area compares favorably to the broader industry, indicating successful progress.

    Ask Fintool Equity Research AI

    Trevor Rambo's questions to Okta Inc (OKTA) leadership

    Trevor Rambo's questions to Okta Inc (OKTA) leadership • Q2 2025

    Question

    Trevor Rambo of BTIG, LLC inquired about sales rep training for the Privileged Access Management (PAM) product, its potential ramp versus OIG, and initial demand for the new Identity Threat Detection and Response (ITDR) solution.

    Answer

    CEO Todd McKinnon explained that PAM's adoption is similar to MFA's early days, often sold as part of a complete workforce solution rather than a standalone product, which is a key differentiator. For ITDR (Okta's Identity Threat Protection), he noted it's a natural upsell from advanced MFA, providing continuous threat detection. He highlighted that early wins include well-known security companies, validating the product's advanced capabilities.

    Ask Fintool Equity Research AI