Analyst
Wells Fargo
Equibles does not estimate personal net worth.
Andrew Nowinski is recorded as Analyst at Wells Fargo. Andrew Nowinski has spoken on 8 earnings calls across 4 companies, most recently for Gen Digital Inc. on August 7, 2025. Those appearances were for Cloudflare, Inc. (NET), Gen Digital Inc. (GEN), Rubrik, Inc. (RBRK) and SentinelOne, Inc. (S). The companies whose calls Andrew Nowinski spoke on are classified in the Technology sector.
“I'd like to start with a question on the cyber safety business. So I think organically it was up about 5% excluding the extra week and money line, which is unchanged relative to what we saw in the seasonally strong quarter in Q4.”
“Matthew, you highlighted the longest duration contract in Zero Trust to date, as well as some other notable wins. I'm just wondering if you could double-click on the trends that you're seeing in the SASE market and why Calkler is kind of winning more of these larger deals than we've heard in the past.”
“I really like the way you segmented the business between cyber safety and the trust-based solutions. It certainly makes a lot of sense putting that lifelock in the trust-based segment.”
“So just maybe two quick housekeeping questions. First, did the Deception product have an impact on the decline in your NRR when it went down to 110 this quarter?”
Wells Fargo
Analyst
Transcript header (unverified)
NET
Software - Infrastructure · Technology
GEN
Software - Infrastructure · Technology
RBRK
Software - Infrastructure · Technology
Software - Infrastructure · Technology
