GEN
Software - Infrastructure · Technology
Analyst
Barclays
Equibles does not estimate personal net worth.
Saket Kalia is recorded as Analyst at Barclays. Saket Kalia has spoken on 60 earnings calls across 25 companies, most recently for Adobe Inc. on September 10, 2026. Those appearances were for Gen Digital Inc. (GEN), Procore Technologies, Inc. (PCOR), CCC Intelligent Solutions Holdings Inc. (CCC), Rubrik, Inc. (RBRK), Ptc Inc. (PTC) and 20 other companies. The companies whose calls Saket Kalia spoke on are classified in the Technology and Healthcare sectors.
“Just want to tip my cap to you on 29 years of leadership at Adobe. Anil, maybe the question here is for you.”
“Nikesh, maybe for you, you've said that mythos isn't a moment, but it's rather at the beginning. And so maybe the question here is, how are you seeing buying behavior change as the AI threat becomes the new normal?”
“And maybe the question is for you, Kieran, a little bit of a housekeeping question. Can you just talk about how much ARR in the quarter, subscription ARR, came from the Strata identity deal or just inorganic in general?”
“Andrew, I want to pick up on your last line of commentary there at the end, which I thought was interesting. And really, through your prepared remarks, you talked about project intelligence a bit, and I want to loop that into some of your product families a bit.”
“So when you put all of that together, it comes to what we said, the mythos moment was a point of acceleration and we see those tailwinds continuing thanks socket operator next question please your next question will come from brian essex with jp morgan please unmute your audio and ask your question hi good afternoon…”
Barclays
Analyst
Source not stated
GEN
Software - Infrastructure · Technology
Software - Application · Technology
Software - Application · Technology
RBRK
Software - Infrastructure · Technology
PTC
Software - Application · Technology
Software - Application · Technology
ADBE
Software - Application · Technology
Software - Infrastructure · Technology
VEEV
Health Information Services · Healthcare
RPD
Software - Infrastructure · Technology
Software - Infrastructure · Technology
FTNT
Software - Infrastructure · Technology
Software - Infrastructure · Technology
OKTA
Software - Infrastructure · Technology
ADSK
Software - Application · Technology
OMDA
Health Information Services · Healthcare
EVCM
Software - Application · Technology
SAIL
Software - Infrastructure · Technology
NCNO
Software - Application · Technology
HNGE
Health Information Services · Healthcare
INTA
Software - Application · Technology
Software - Infrastructure · Technology
VRNS
Software - Infrastructure · Technology
Software - Infrastructure · Technology