Analyst
Scotiabank
Equibles does not estimate personal net worth.
Joe Vandrick is recorded as Analyst at Scotiabank. Joe Vandrick has spoken on 10 earnings calls across 6 companies, most recently for Rubrik, Inc. on August 27, 2026. Those appearances were for N-able, Inc. (NABL), Rubrik, Inc. (RBRK), Okta, Inc. (OKTA), AvePoint, Inc. (AVPT), Qualys, Inc. (QLYS) and 1 other company. The companies whose calls Joe Vandrick spoke on are classified in the Technology sector.
“Vipul, maybe for you, can you help us understand what's driving the strength in your identity resilience business today? And is that demand primarily, is that incident driven?”
“John, you mentioned customers are expecting more advanced capabilities in UEM and EDR. Can you maybe elaborate just a little bit more on that point and then remind us going forward, I mean, how are you viewing the importance of UEM and EDR to the business?”
“You guys continue to improve and add functionality to the Elements platform. Can you talk more about the traction there? And ultimately, how big can this MSP-focused business be for AppPoint?”
“John and Tim, so ARR grew about 8% on a constant currency basis in 4Q. Can you talk a little bit more about what you're seeing today that it gives you confidence to guide to that slightly higher constant currency ARR growth in 2026?”
Scotiabank
Analyst
Transcript header (unverified)
NABL
Information Technology Services · Technology
RBRK
Software - Infrastructure · Technology
OKTA
Software - Infrastructure · Technology
AVPT
Software - Infrastructure · Technology
QLYS
Software - Infrastructure · Technology
SNOW
Software - Application · Technology
