GTLB
Software - Infrastructure · Technology
Analyst
RBC
Equibles does not estimate personal net worth.
Matt Hedberg is recorded as Analyst at RBC. Matt Hedberg has spoken on 31 earnings calls and 1 other investor event across 16 companies, most recently for Samsara Inc. on September 3, 2026. Those appearances were for Gitlab Inc. (GTLB), Okta, Inc. (OKTA), CrowdStrike Holdings, Inc. (CRWD), N-able, Inc. (NABL), Snowflake Inc. (SNOW) and 11 other companies. The companies whose calls Matt Hedberg spoke on are classified in the Technology sector.
“I guess, you know, can you give us a sense for maybe which features are driving that? And I know it's still early, but, you know, how should we think about that translating that usage into incremental ACV?”
“I guess for Bill or Jessica, you know, a lot of things to think about here. You know, the seat growth is really, really exciting to see. And, you know, I think when we think about that, plus the optimism around flex, it feels like there could be some increased durability here.”
“You know, I wanted to piggyback sort of on this train of thought, and George, you talked about in your prepared remarks, but I just, I think we're all sitting back there and we're seeing these agents going rogue uh and and and just how quickly this landscape is changing so i guess you know from your perspective i just…”
“I think one of the most encouraging elements here is the 200 basis points of CRPO acceleration, and it doesn't feel like it's even being driven by AI, yet, you know, I think we all see a pipeline.”
“You know, I wanted to dig into kind of the selling environment a little bit more. I mean, we've all seen enterprises, you know, sort of think through their AI rollout and strategy, and it's complex enough there.”
RBC
Analyst
Source not stated
GTLB
Software - Infrastructure · Technology
OKTA
Software - Infrastructure · Technology
Software - Infrastructure · Technology
NABL
Information Technology Services · Technology
SNOW
Software - Application · Technology
RPD
Software - Infrastructure · Technology
IOT
Software - Infrastructure · Technology
EVCM
Software - Application · Technology
Software - Infrastructure · Technology
ESTC
Software - Application · Technology
Software - Infrastructure · Technology
DDOG
Software - Application · Technology
NET
Software - Infrastructure · Technology
GEN
Software - Infrastructure · Technology