Analyst
Wells Fargo
Equibles does not estimate personal net worth.
Richard Poland is recorded as Analyst at Wells Fargo. Richard Poland has spoken on 8 earnings calls across 4 companies, most recently for SailPoint, Inc. on September 9, 2026. Those appearances were for SailPoint, Inc. (SAIL), Netskope Inc (NTSK), Gen Digital Inc. (GEN) and SentinelOne, Inc. (S). The companies whose calls Richard Poland spoke on are classified in the Technology sector.
“So I just wanted to ask about, it sounded like early in the prepared remarks, you made mention that customers committed to some of the agentic suites ahead of that Q3 launch.”
“I think the AI commentary in general about how it's progressing was really encouraging.”
“And just to follow up on the cyber safety side, it's good to see that growth rate holding relatively stable over kind of recent quarters. When we think about deconstructing what's holding that stable, it sounds like a lot of just continued upsell into the Norton 360.”
“I think we talked a lot about, I guess, the direct monetization opportunity around AI, as well as some of the migration stuff. Is there any, I guess, conversations you're having with customers now that they're kind of like, like, hey, we really do need to modernize our overall identity stack.”
“I guess if you just think about the balance of the reinvestment that you're making, I think you want to find it somewhere in the range of 45 million in annualized savings from the reduction, I guess, as we think about how that flows through to investments and just kind of how you're calibrating, you know, how much…”
Wells Fargo
Analyst
Transcript header (unverified)
SAIL
Software - Infrastructure · Technology
NTSK
Software - Infrastructure · Technology
GEN
Software - Infrastructure · Technology
Software - Infrastructure · Technology
