Analyst
Guggenheim Securities
Equibles does not estimate personal net worth.
John DiFucci is recorded as Analyst at Guggenheim Securities. John DiFucci has spoken on 13 earnings calls and 1 other investor event across 8 companies, most recently for Progress Software Corp on September 30, 2026. Those appearances were for Progress Software Corp (PRGS), Rubrik, Inc. (RBRK), SentinelOne, Inc. (S), Arm Holdings PLC (ARM), CrowdStrike Holdings, Inc. (CRWD) and 3 other companies. The companies whose calls John DiFucci spoke on are classified in the Technology sector.
“That is, I think, like I said, you already had, but I think you said it verbally. Anyway, I look at these numbers and I see really good numbers here. And the acceleration is something that I don't think people see everywhere.”
“I have a question for you, Gesh, and then another for Anthony. So, Gesh, you said you're starting to see potential sellers beginning to adjust their expectations.”
“I don't always say that, but really your results here were strong. Subscription ARR was what we thought you could do, which is sort of maybe they can do it.”
“You said the gap between AI adoption and AI protection is the widest asymmetry in security since the cloud transition. You also talked about inflection in the market, which implies some incremental business.”
Guggenheim Securities
Analyst
Source not stated
Software - Infrastructure · Technology
RBRK
Software - Infrastructure · Technology
Software - Infrastructure · Technology
ARM
Semiconductors · Technology
Software - Infrastructure · Technology
Software - Infrastructure · Technology
Software - Infrastructure · Technology
OKTA
Software - Infrastructure · Technology
