Analyst
Oppenheimer & Company Inc.
Equibles does not estimate personal net worth.
Itai Kidron is recorded as Analyst at Oppenheimer & Company Inc.. Itai Kidron has spoken on 7 earnings calls across 5 companies, most recently for Zscaler, Inc. on September 3, 2026. Those appearances were for Zscaler, Inc. (ZS), Progress Software Corp (PRGS), Dynatrace, Inc. (DT), MongoDB, Inc. (MDB) and Datadog, Inc. (DDOG). The companies whose calls Itai Kidron spoke on are classified in the Technology sector.
“Thanks, and a solid finish for Kevin, I want to dig into your outlook for fiscal 27 specifically on the ARR fund. I would love if you can give us a little bit more insights into the puts and takes that you've taken into account into that ARR guide.”
“You talked about in the appropriate remarks about the data platform workflow and infrastructure management. as kind of important vehicles for AI. Can you quantify roughly perhaps what percent of your revenue is positioned within those portfolios?”
“Kevin, I just want to make sure I can make my bearings right around the ARR and the commentary there, taking into account your revised guidance for the year and your preliminary viewing into next year, it looks like your 4Q net new ARR again is decelerating quite substantially, and it's probably also going back to…”
“Jim, I had a couple of things I needed to hopefully clarify. I'm the fiscal 27 guy. You made a comment that NetNew ARR is going to be weighted towards the first half.”
“On the M&A front, I mean, one would think that in this current environment, and it'll be even easier for you to buy companies. I'm kind of wondering, I know you've always been very disappointed, of course, on the metrics that you're looking for, but why is it still taking you this long to find the next one?”
Oppenheimer & Company Inc.
Analyst
Transcript header (unverified)
Software - Infrastructure · Technology
Software - Infrastructure · Technology
MDB
Software - Infrastructure · Technology
DDOG
Software - Application · Technology
