Analyst
Stiefel
Equibles does not estimate personal net worth.
Adam Borg is recorded as Analyst at Stiefel. Adam Borg has spoken on 2 earnings calls across 2 companies, most recently for Autodesk, Inc. on May 28, 2026. Those appearances were for Autodesk, Inc. (ADSK) and Rapid7, Inc. (RPD). The companies whose calls Adam Borg spoke on are classified in the Technology sector.
“Just on the acquisition, if you kind of roll forward the 50% growth, you're paying 18 times next year's revenue. And I think many are asking, in a world where software multiples have collapsed pretty significantly, you're paying a pretty big premium.”
“Maybe just building off of Joe's question. So when we think about the new stock in India, maybe, Corey or Tim, you could talk a little bit more about how that's supposed to help, not just from an innovation perspective, but also from an efficiency perspective as well.”
Stiefel
Analyst
Transcript header (unverified)
ADSK
Software - Application · Technology
RPD
Software - Infrastructure · Technology
