Analyst
Oppenheimer
Equibles does not estimate personal net worth.
Param Singh is recorded as Analyst at Oppenheimer. Param Singh has spoken on 10 earnings calls across 5 companies, most recently for DigitalOcean Holdings, Inc. on November 3, 2026. Those appearances were for NetApp, Inc. (NTAP), DigitalOcean Holdings, Inc. (DOCN), Commvault Systems Inc (CVLT), Fastly, Inc. (FSLY) and Everpure, Inc. (P). The companies whose calls Param Singh spoke on are classified in the Technology sector.
“Patty, maybe I wanted to kind of peel back the cover of that 18 million ARR you talked about. Typically, of course, this is on the cloud side, got a better run rate.”
“If I could really, as a follow-up, You know, I'm starting to see very early evidence of Agente KI traffic picking up in the enterprise. Of course, everyone saw in Traffex S1 last night.”
“And then as my follow-up, You know, your guidance applies that OPEX would go up as a percentage of revenue from the 2Q level in the back half. So I want to understand, you know, why there is an increase in investment in the back half, and then where would that actually go?”
“One, I wanted to understand the incremental revenue opportunity from AI DE. And do you view this as something that will help you gain share in the traditional market?”
“First, I really appreciate the insight you've shared so far on the Agente KI side and some of the products that you're bringing on. on the security side.”
Oppenheimer
Analyst
Transcript header (unverified)
NTAP
Software - Infrastructure · Technology
Software - Infrastructure · Technology
Software - Application · Technology
FSLY
Software - Application · Technology
