Analyst
Jefferies
Equibles does not estimate personal net worth.
Grant Darling is recorded as Analyst at Jefferies. Grant Darling has spoken on 4 earnings calls and 1 other investor event across 4 companies, most recently for Rapid7, Inc. on November 4, 2026. Those appearances were for Rapid7, Inc. (RPD), Gen Digital Inc. (GEN), Qualys, Inc. (QLYS) and Radware Ltd (RDWR). The companies whose calls Grant Darling spoke on are classified in the Technology sector.
“Maybe to start, there's been a lot of rhetoric from platforms and newer entrants around expanding capabilities and exposure management. Are you seeing any change in customer buying behavior or sales cycles as that competitive landscape evolves?”
“Just stepping back when you evaluate the quarter, how much of the upside that you saw would you attribute to Moneyline versus the rest of the business? And then just any more color on Moneyline growth and what we should be benchmarking to for the rest of the year?”
“I wanted to ask first, have you seen anything different competitively post-Methos release? It seems like we're hearing more chatter from a variety of players who are signaling more interest in the space.”
“Maybe to start off, what's the biggest opportunity for upside? Is it MSSP, improved direct sales, or OEM? And maybe if you could comment on that in relation to what's assumed in terms of that 500 million ARR number.”
“I wanted to ask first just about, you know, outside of AI, customer consolidation trends, how are those impacting your win rates and deal sizes? And then in the conversations with customers, what is most important for you to be a beneficiary of this trend?”
Jefferies
Analyst
Transcript header (unverified)
RPD
Software - Infrastructure · Technology
GEN
Software - Infrastructure · Technology
QLYS
Software - Infrastructure · Technology
RDWR
Software - Infrastructure · Technology
