Analyst
Needham & Company
Equibles does not estimate personal net worth.
Matthew Calitri is recorded as Analyst at Needham & Company. Matthew Calitri has spoken on 3 earnings calls across 3 companies, most recently for Telos Corp on August 10, 2026. Those appearances were for Telos Corp (TLS), Cognyte Software Ltd. (CGNT) and DigitalOcean Holdings, Inc. (DOCN). The companies whose calls Matthew Calitri spoke on are classified in the Technology sector.
“Over at Needham, thank you for taking our question. I was hoping you guys could provide a little bit more color on that single-digit gross margin third-party software revenue on the margin profile, and great to see the profitability improvements you guys have been driving.”
“Over at Needham, thank you for taking our questions, and good to see the software and recurring revenue strength during the quarter. Given the outperformance delivered in the first quarter, are you still like 13% split between software and professional services?”
“This is Matt Kalitrion from Mike Seacos over at Needham. Thanks for taking our questions, and great to see the strength of large deals. I know AI is not included in net dollar retention, but are you thinking about starting to include it as it becomes a larger part of the business and more predictable?”
Needham & Company
Analyst
Source not stated
TLS
Software - Infrastructure · Technology
Software - Infrastructure · Technology
Software - Infrastructure · Technology
