OKTA
Software - Infrastructure · Technology
Analyst
JPMorgan
Equibles does not estimate personal net worth.
Brian Essex is recorded as Analyst at JPMorgan. Brian Essex has spoken on 26 earnings calls across 15 companies, most recently for International Business Machines Corp on October 21, 2026. Those appearances were for Okta, Inc. (OKTA), SentinelOne, Inc. (S), Palo Alto Networks Inc (PANW), Rapid7, Inc. (RPD), Qualys, Inc. (QLYS) and 10 other companies. The companies whose calls Brian Essex spoke on are classified in the Technology sector.
“Thank you for taking the question, and congrats on the software acceleration from me as well.”
“I guess I want to take the other side of the coin relative to what Fatima asked.”
“Nikesh, it's great to see the acceleration in cyber performance. um you know and you know only you know 200 net new logos from the from the um palo alto install base would love to get a sense of you know what those conversations are like how big are those deals relative to the rest of the cyber art platform and you…”
“Maybe first of all, Well, Ray, thank you again for another good quarter of transparency. We really appreciate the level of detail. And then maybe for a while, we'd love to understand what you're seeing in the pipeline.”
“But I guess, Jumi, I'd love to – it's great to see the traction that you've got on the partner side of the business, on the indirect side. But I would love to kind of understand where you're guiding spending, particularly in sales and marketing, but for OPEX overall.”
JPMorgan
Analyst
Source not stated
OKTA
Software - Infrastructure · Technology
Software - Infrastructure · Technology
Software - Infrastructure · Technology
RPD
Software - Infrastructure · Technology
QLYS
Software - Infrastructure · Technology
FROG
Software - Application · Technology
NABL
Information Technology Services · Technology
Information Technology Services · Technology
Software - Infrastructure · Technology
Software - Infrastructure · Technology
FTNT
Software - Infrastructure · Technology
Software - Infrastructure · Technology
AI
Software - Infrastructure · Technology
GTLB
Software - Infrastructure · Technology
LAW
Software - Application · Technology