ATEN
Software - Infrastructure · Technology
Analyst
BTIG
Equibles does not estimate personal net worth.
Gray Powell is recorded as Analyst at BTIG. Gray Powell has spoken on 19 earnings calls across 11 companies, most recently for Palo Alto Networks Inc on September 1, 2026. Those appearances were for A10 Networks, Inc. (ATEN), Okta, Inc. (OKTA), Tenable Holdings, Inc. (TENB), Gitlab Inc. (GTLB), SentinelOne, Inc. (S) and 6 other companies. The companies whose calls Gray Powell spoke on are classified in the Technology sector.
“So I just want to make sure that I was looking at something correctly. I think last quarter you called out 200 million in competitive SASE displacements for the last nine months.”
“So on product revenue growth, it's consistently uh uh been strong it's uh the last 18 months um 25 growth in q2 uh versus a tough comp last year i thought that was particularly impressive uh can you maybe talk about how the drivers of growth um on the product side have been changing this year versus last year and then…”
“And yeah, congratulations on the results. It's good to see. So maybe just sticking with the AI topic. In RSA this year, the messaging from just different identity vendors on agentic security, I mean, I have to admit, it all sounds pretty similar.”
“I know we're tied on time, so I'll leave it there. Thank you very much.”
“Well, thank you for taking the question. I think you're hit on this before, but I just want to circle back on sort of the non-core products and how we should think about that trend line stabilizing over the next 12 months.”
BTIG
Analyst
Source not stated
ATEN
Software - Infrastructure · Technology
OKTA
Software - Infrastructure · Technology
Software - Infrastructure · Technology
GTLB
Software - Infrastructure · Technology
Software - Infrastructure · Technology
Software - Infrastructure · Technology
FTNT
Software - Infrastructure · Technology
RPD
Software - Infrastructure · Technology
OSPN
Software - Infrastructure · Technology
NTSK
Software - Infrastructure · Technology
Software - Infrastructure · Technology