FTNT
Software - Infrastructure · Technology
Analyst
Jefferies
Equibles does not estimate personal net worth.
Joe Gallo is recorded as Analyst at Jefferies. Joe Gallo has spoken on 11 earnings calls and 1 other investor event across 7 companies, most recently for Fortinet, Inc. on October 28, 2026. Those appearances were for Fortinet, Inc. (FTNT), Radware Ltd (RDWR), CrowdStrike Holdings, Inc. (CRWD), Okta, Inc. (OKTA), AvePoint, Inc. (AVPT) and 2 other companies. The companies whose calls Joe Gallo spoke on are classified in the Technology sector.
“First, I understand the delayed ramp with some of these large ELAs, but when you remove that cohort, are you seeing the same attach rates as historical?”
“It was great to hear about some of the on-premise strength. Are you seeing customers change any buying behaviors as it relates to the supply chain and memory prices, whether it's pull forward or push outs?”
“Margin guidance was really, really impressive. Can you just kind of talk about visibility into that and do you envision any more price increases as it stands today?”
“Delighted to have AvePoint's CEO, TJ, as well as CFO, Jim Cassie. Thanks, guys, for joining us today.”
Jefferies
Analyst
Source not stated
FTNT
Software - Infrastructure · Technology
RDWR
Software - Infrastructure · Technology
Software - Infrastructure · Technology
OKTA
Software - Infrastructure · Technology
AVPT
Software - Infrastructure · Technology
RPD
Software - Infrastructure · Technology
Software - Infrastructure · Technology