RBRK
Software - Infrastructure · Technology
Analyst
BMO
Equibles does not estimate personal net worth.
Keith Bachman is recorded as Analyst at BMO. Keith Bachman has spoken on 18 earnings calls and 1 other investor event across 10 companies, most recently for Rubrik, Inc. on August 27, 2026. Those appearances were for Rubrik, Inc. (RBRK), DXC Technology Co (DXC), N-able, Inc. (NABL), Hubspot Inc (HUBS), Okta, Inc. (OKTA) and 5 other companies. The companies whose calls Keith Bachman spoke on are classified in the Technology sector.
“And Bipple, I wanted to ask, and Karen too, on RAC, and just trying to gauge expectations. And I'll break it into a few different pieces. And so first part is on competition.”
“And what you're suggesting is there's been a pause. And to Matt's question, you know, the intimation is maybe there's an evaluation period, but that's not what we have heard or will heard, I think, from other security vendors.”
“I wanted to ask, you brought in new leadership. What do you think was missing? Why the new leadership? And do you feel like you have the leadership in place to execute on the plan?”
“In other words, the support function should increase because you have more firewall units in the field and it's been going on for several quarters. So that should increase.”
“Bill, I wanted to direct this to you if I could. You've talked quite a bit tonight about cyber and high aspirations for what you want to be as a cyber company. But maybe you could talk a little bit about revisit your strategy and aspirations as what the boundaries are.”
BMO
Analyst
Transcript header (unverified)
RBRK
Software - Infrastructure · Technology
Information Technology Services · Technology
NABL
Information Technology Services · Technology
HUBS
Software - Application · Technology
OKTA
Software - Infrastructure · Technology
FTNT
Software - Infrastructure · Technology
NOW
Software - Application · Technology
NTSK
Software - Infrastructure · Technology
SAIL
Software - Infrastructure · Technology
Software - Infrastructure · Technology