BLZE
Software - Infrastructure · Technology
Analyst
William Blair
Analyst
JPMorgan
Equibles does not estimate personal net worth.
Jason Ader is recorded as Analyst at William Blair and Analyst at JPMorgan. Jason Ader has spoken on 24 earnings calls and 3 other investor events across 12 companies, most recently for Everpure, Inc. on August 26, 2026. Those appearances were for Backblaze, Inc. (BLZE), JFrog Ltd (FROG), DigitalOcean Holdings, Inc. (DOCN), Everpure, Inc. (P), Box Inc (BOX) and 7 other companies. The companies whose calls Jason Ader spoke on are classified in the Technology sector.
“Good afternoon, guys. just on the hyperscale business, do you plan on providing any disclosure on the size of the business, maybe at the end of the year or sometime next year?”
“I wanted to ask about billings, very strong in Q2. Dylan, for Q3, I think you got it to 8%. Just can you help us understand if there's some seasonality there? Why this step down from Q2 to Q3?”
“I want to get at the sort of MSP versus VAR dynamics. I guess the question is what's happening in the MSP market from a macro or competitive standpoint and wondering if the apparent pivot somewhat over the last few years, to the VAR channel is indicative of more headwinds in the MSP market than in the VAR market.”
“I was just wondering if you could help us understand how you're positioning versus Agent 365 from Microsoft and just how to think about any potential headwinds from the E7 bundle where Agent 365 is included.”
“First, just to provide any specifics on the impact of pricing. the revenue growth in q2 and then for the updated outlook that's the first question the second question on equipment financing uh matt for 2026 where do you expect net leverage to be at year end and could you provide any specific guidance on the free cash…”
William Blair
Analyst
Source not stated
JPMorgan
Analyst
Source not stated
BLZE
Software - Infrastructure · Technology
FROG
Software - Application · Technology
Software - Infrastructure · Technology
BOX
Software - Infrastructure · Technology
NABL
Information Technology Services · Technology
MDB
Software - Infrastructure · Technology
NTAP
Software - Infrastructure · Technology
AVPT
Software - Infrastructure · Technology
GTLB
Software - Infrastructure · Technology