Analyst
Bernstein
Equibles does not estimate personal net worth.
Peter Weed is recorded as Analyst at Bernstein. Peter Weed has spoken on 3 earnings calls across 3 companies, most recently for ServiceNow, Inc. on October 28, 2026. Those appearances were for ServiceNow, Inc. (NOW), Zoom Communications, Inc. (ZM) and Okta, Inc. (OKTA). The companies whose calls Peter Weed spoke on are classified in the Technology sector.
“You know, I think one of the impressive things you've been doing is investing internally in productivity optimization, and I think we're seeing that come through pretty significantly in some of the headcount numbers.”
“But if we look forward, one of the areas where there seems to be a lot of pressure from AI and perhaps the scale of people employed, how do you see that impacting your revenue opportunity?”
“You know, I'm obviously really excited, like many people around, maybe the expansive opportunity that kind of agentic identity provides. You know, I think today in the market, you know, it's probably modestly adopted as an opportunity.”
Bernstein
Analyst
Source not stated
NOW
Software - Application · Technology
OKTA
Software - Infrastructure · Technology
