BLZE
Software - Infrastructure · Technology
Analyst
Oppenheimer
Equibles does not estimate personal net worth.
Ittai Kidron is recorded as Analyst at Oppenheimer. Ittai Kidron has spoken on 12 earnings calls across 7 companies, most recently for Backblaze, Inc. on May 4, 2026. Those appearances were for Backblaze, Inc. (BLZE), JFrog Ltd (FROG), Okta, Inc. (OKTA), Arista Networks, Inc. (ANET), Zscaler, Inc. (ZS) and 2 other companies. The companies whose calls Ittai Kidron spoke on are classified in the Technology sector.
“I had a couple of things, maybe some of you, Mark. Can you be a little bit more – can you give us a little bit more color on the pricing update, the magnitude of this, how much of this you think you can capture?”
“Kevin, I wanted to begin into your comment on the core ZIA CPA growth, I think you mentioned meetings in ARR. Can you give us a little bit more color? What was that growth rate over the last two or three quarters, perhaps?”
“Gleb, I wanted to dig, of course, into the NEO clouds and the large deal. First of all, just from a big picture standpoint, are demand patterns any different? Can you explain how your B2 NEO cloud solution, how is it different than B2?”
“I guess I got a couple of questions, one for each of you. For you, Ed, nice to see the progress there on the security and appreciate the disclosure there.”
“I wanted to dig in into the seat expansion. It clearly was an upside driver. It came and exceeded your expectations in the quarter.”
Oppenheimer
Analyst
Source not stated
BLZE
Software - Infrastructure · Technology
FROG
Software - Application · Technology
OKTA
Software - Infrastructure · Technology
Software - Infrastructure · Technology
TEAM
Software - Application · Technology