ESTC
Software - Application · Technology
Analyst
J.P. Morgan
Equibles does not estimate personal net worth.
Brian Lee Essex is recorded as Analyst at J.P. Morgan. Brian Lee Essex has spoken on 17 earnings calls across 10 companies, most recently for Elastic N.V. on August 27, 2026. Those appearances were for Elastic N.V. (ESTC), Cellebrite DI Ltd. (CLBT), Zscaler, Inc. (ZS), Tenable Holdings, Inc. (TENB), JFrog Ltd (FROG) and 5 other companies. The companies whose calls Brian Lee Essex spoke on are classified in the Technology sector.
“Maybe ask for me, I'd love to get your view on how you see your customers deploying AI, coding around AI, specifically around, you know, leveraging your platform to build their own harness in context windows to get more control around the ability to protect that context IP and proprietary data, as opposed to, you…”
“One is I'd love to know a little bit more about the challenges that you saw with insights conversions and the pricing coming in lower, what percentage of the business does that account for?”
“I just want to follow up to a previous question. was asked about the way that customers may or may not be managing their overages. It seems like demand is pretty healthy.”
“You know, maybe, Matt, for you, I just wanted to see if you could give us an update on the SaaS conversions, particularly, you know, if you reflect back on when, you know, when SailPoint was public before and we heard a lot about identity being a bottleneck for transformation initiatives.”
“Jay, if I could maybe ask you to peel back the layers a little bit on the impact of mythos and open AI models.”
J.P. Morgan
Analyst
Transcript header (unverified)
ESTC
Software - Application · Technology
CLBT
Software - Infrastructure · Technology
Software - Infrastructure · Technology
Software - Infrastructure · Technology
FROG
Software - Application · Technology
SAIL
Software - Infrastructure · Technology
Software - Infrastructure · Technology
VRNS
Software - Infrastructure · Technology
RPD
Software - Infrastructure · Technology
Software - Infrastructure · Technology