Analyst
KeyBanc Capital Markets
Equibles does not estimate personal net worth.
Eric Heath is recorded as Analyst at KeyBanc Capital Markets. Eric Heath has spoken on 8 earnings calls across 4 companies, most recently for Dynatrace, Inc. on November 3, 2026. Those appearances were for Dynatrace, Inc. (DT), Rubrik, Inc. (RBRK), SentinelOne, Inc. (S) and Commvault Systems Inc (CVLT). The companies whose calls Eric Heath spoke on are classified in the Technology sector.
“Just to continue on the push-outs from 2Q. Jim, did all these deals have a term date that ended in 2Q, or were some of them expected to renew early? And I ask partially because I'm curious how they impact ARR if they do move to a month-to-month agreement.”
“Just I'd love to hear how consumption is trending overall in the business compared to the quarter before. And then on the AI workloads requiring more telemetry, we'll have to dig into that.”
“I wanted to maybe follow up on Brad's question in a slightly different way, but the early customers that are adopting the rubric agent cloud, who are you competing with there?”
“Jim, just to continue on the point there, I mean, was there any macro impact in the quarter, just given some of the geopolitical volatility, and did it cause some deals to push?”
“Kind of taking a different direction in the question here, and obviously broader outside of rubric and software, there's some concerns on memory pricing. So Bipple, Kieran, I wanted to get some of your thoughts and feedback on how we should think about your indirect exposure to memory pricing.”
KeyBanc Capital Markets
Analyst
Transcript header (unverified)
Software - Application · Technology
RBRK
Software - Infrastructure · Technology
Software - Infrastructure · Technology
