Analyst
Raymond James
Equibles does not estimate personal net worth.
Mark Cash is recorded as Analyst at Raymond James. Mark Cash has spoken on 10 earnings calls across 5 companies, most recently for JFrog Ltd on November 5, 2026. Those appearances were for JFrog Ltd (FROG), Okta, Inc. (OKTA), Gitlab Inc. (GTLB), Atlassian Corp (TEAM) and Rapid7, Inc. (RPD). The companies whose calls Mark Cash spoke on are classified in the Technology sector.
“So I know we've talked a lot about the AI driving a tsunami binaries. So I guess I want to know, as the frontier models accelerate vulnerability discoveries, are you seeing that translate into more artifact rebuilds, transfer storage, and security scans, which in turn helps drive a surge in cloud results and guidance?”
“I think, Shlomi, if I could ask, you know, with all the cogen tools we were just kind of talking about there, creating more software, you have new bottlenecks emerging in the software pipeline.”
“Bill, maybe building on that last question. So we've seen some larger players like OpenAI and Google add more DevSecOps functionality alongside the smaller AI natives this quarter.”
Raymond James
Analyst
Source not stated
FROG
Software - Application · Technology
OKTA
Software - Infrastructure · Technology
GTLB
Software - Infrastructure · Technology
TEAM
Software - Application · Technology
RPD
Software - Infrastructure · Technology
