Analyst
TD Cowen
Equibles does not estimate personal net worth.
Shaul Eyal is recorded as Analyst at TD Cowen. Shaul Eyal has spoken on 9 earnings calls across 7 companies, most recently for Cellebrite DI Ltd. on May 14, 2026. Those appearances were for Cloudflare, Inc. (NET), Cellebrite DI Ltd. (CLBT), Fortinet, Inc. (FTNT), Check Point Software Technologies Ltd (CHKP), Evolv Technologies Holdings, Inc. (EVLV) and 2 other companies. The companies whose calls Shaul Eyal spoke on are classified in the Technology and Industrials sectors.
“First question, slightly more near-term in nature. Could it be that some customers triaging with Genesis and some of the newer products are putting additional Celebrite Core investments on hold temporarily?”
“Thomas, you mentioned quota carrying sales capacity continues to accelerate. Could you provide some more color on your expectations to continue to grow capacity relative to productivity?”
“Cano, Christiana, what drove the strength this quarter, but probably more so, what provides you with the confidence in this strong guidance? It would appear that even second quarter could be prudent, to put it very mildly.”
“Nadav Orin, we'll be sticking with the product revenue question, as you guys know, Checkpoint, as well as its competitors. You guys are selling a number of appliance families, low, mid, high-tier markets.”
“Can you guys talk to us about the mix between new logos and existing customers this quarter? I know you touched on that briefly, but maybe any additional color will be greatly appreciated.”
TD Cowen
Analyst
Source not stated
NET
Software - Infrastructure · Technology
CLBT
Software - Infrastructure · Technology
FTNT
Software - Infrastructure · Technology
Software - Infrastructure · Technology
Security & Protection Services · Industrials
Software - Infrastructure · Technology
OKTA
Software - Infrastructure · Technology
