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    Zach Schneider

    Research Analyst at Baird

    Zach Schneider is an Equity Research Analyst at Baird, specializing in Security & Infrastructure Software since June 2023. He covers companies within this software segment, bringing analytical rigor honed by prior experience as an Associate Analyst at gener8tor. Schneider began his finance career after earning a BBA in Finance, Investment, Banking, and Statistics from the University of Wisconsin-Madison and supplemented his education with studies at Università Bocconi. While detailed performance metrics and professional license data are not publicly listed, he leverages quantitative and financial modeling skills to deliver actionable insights in the institutional equities research space.

    Zach Schneider's questions to JFrog (FROG) leadership

    Zach Schneider's questions to JFrog (FROG) leadership • Q2 2025

    Question

    Zach Schneider, on for Shrenik Kothari, asked about the role of hyperscaler partnerships in driving security wins and inquired about potential pricing model changes to capitalize on AIML package usage.

    Answer

    CEO Shlomi Ben Haim emphasized that partnerships with AWS, GCP, and Azure are crucial for accelerating large deals via marketplaces. CFO Ed Grabscheid added that while AI package usage has stabilized, monetization is in its infancy and is being evaluated, with plans to capture value as the market matures.

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    Zach Schneider's questions to Rubrik (RBRK) leadership

    Zach Schneider's questions to Rubrik (RBRK) leadership • Q1 2026

    Question

    Zach Schneider, on for Shrenik Kothari at Baird, asked about the adoption of the 'proactive addition SKU,' inquiring what percentage of large enterprise accounts have adopted it and whether it is primarily a new land or a post-land upsell motion.

    Answer

    Co-Founder, CEO & Chairman Bipul Sinha explained that Rubrik's strategy is to deliver comprehensive cyber resilience, which has two core components: cyber risk and cyber recovery. The cyber risk piece combines DSPM and identity solutions, while the Enterprise Edition serves as the complete cyber recovery tool. He stated that this comprehensive strategy is being applied across all workloads in both land and expand motions, driving strong overall product adoption and growth.

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