NET
Software - Infrastructure · Technology
Analyst
Stifel
Equibles does not estimate personal net worth.
Adam Borg is recorded as Analyst at Stifel. Adam Borg has spoken on 23 earnings calls across 9 companies, most recently for Rapid7, Inc. on November 4, 2026. Those appearances were for Cloudflare, Inc. (NET), Ptc Inc. (PTC), Procore Technologies, Inc. (PCOR), Rapid7, Inc. (RPD), Fortinet, Inc. (FTNT) and 4 other companies. The companies whose calls Adam Borg spoke on are classified in the Technology sector.
“And thanks so much for taking the question. Maybe on the changes that we've been making here, how do we think about the progress that you're seeing both in North America and international?”
“And thanks so much for taking the question. So maybe just to take a step back, we just talked about the really strong demand environment, continued pricing tailwinds, albeit less than in the first half of the year.”
“And thanks so much for taking the questions. Maybe the first question, Andrew, just on MaintainX, obviously the deal now closed. What's been early customer feedback on your move to go deeper into operations?”
“How do we think about the partner involvement going forward? And have we kind of tapped out of this mix, or is there still room for the partner contribution to go higher in coming quarters?”
“And thanks so much for taking the question. Maybe for Neil or Jen here. So just on capital allocation framework, clearly the organic focus and turning over all the stones and rocks from over a year ago is paying great dividends here.”
Stifel
Analyst
Source not stated
NET
Software - Infrastructure · Technology
PTC
Software - Application · Technology
Software - Application · Technology
RPD
Software - Infrastructure · Technology
FTNT
Software - Infrastructure · Technology
Software - Infrastructure · Technology
ADSK
Software - Application · Technology
Software - Infrastructure · Technology
OKTA
Software - Infrastructure · Technology