Analyst
KeyBank
Equibles does not estimate personal net worth.
Eric Heath is recorded as Analyst at KeyBank. Eric Heath has spoken on 9 earnings calls across 6 companies, most recently for Okta, Inc. on August 26, 2026. Those appearances were for Okta, Inc. (OKTA), CrowdStrike Holdings, Inc. (CRWD), Rapid7, Inc. (RPD), SentinelOne, Inc. (S), Netskope Inc (NTSK) and 1 other company. The companies whose calls Eric Heath spoke on are classified in the Technology sector.
“Maybe sticking with the team for Okta for AI Agents, Todd, I was curious to hear just how material the Anthropic partnership you're having is contributing to the go-to-market and kind of the product maturity that you're delivering.”
“George, as the security industry starts to embrace and leverage these frontier models to deliver products and services, as you've done. Do the pricing models need to move to more of a token-based pricing model?”
“Todd, just to stick with the theme, I wanted to ask about the pricing strategy for AI agents and understand everything's early. So just curious to get your perspective on where the market is in terms of figuring out how we're going to price these things.”
“Maybe one for Corey, one for Rafe, if I may. So, Corey, your glass thing's been out for about a month and feels like there is a lot of urgency out there. So just curious what impact you've seen thus far in 2Q and the pipeline.”
KeyBank
Analyst
Transcript header (unverified)
OKTA
Software - Infrastructure · Technology
Software - Infrastructure · Technology
RPD
Software - Infrastructure · Technology
Software - Infrastructure · Technology
NTSK
Software - Infrastructure · Technology
RBRK
Software - Infrastructure · Technology
