Analyst
Evercore
Equibles does not estimate personal net worth.
Peter Marc Levine is recorded as Analyst at Evercore. Peter Marc Levine has spoken on 8 earnings calls across 5 companies, most recently for RingCentral, Inc. on October 22, 2026. Those appearances were for Okta, Inc. (OKTA), Zoom Communications, Inc. (ZM), 8X8 Inc (EGHT), RingCentral, Inc. (RNG) and Fastly, Inc. (FSLY). The companies whose calls Peter Marc Levine spoke on are classified in the Technology sector.
“Maybe the first one I have, If you think about, you know, I guess the trajectory of subscription revenue growth into 27, I know you haven't guided, but how should we think about, I think, distinguishing between, I think, the underlining performance of like the core UCAS business versus how much of that is coming from…”
“Maybe if we could, yeah, start from the beginning. I think we had a little lapse there.”
“Just curious to see, you know, how much of your IGA product today is, are you seeing customers attached as a standalone, similar to the privileged access product?”
“And then maybe, you know, for Kevin, maybe help us understand, like, what's the threshold then on gross margins? And then when can we see that kind of start to tick up?”
Evercore
Analyst
Transcript header (unverified)
OKTA
Software - Infrastructure · Technology
Software - Application · Technology
EGHT
Software - Application · Technology
FSLY
Software - Application · Technology
