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Rapid7 Raymond James TMT and Consumer Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Raymond James TMT and Consumer Conference summary8 Dec, 2025
Market opportunity and strategy
Focused on mid to large enterprises (1,000–20,000 employees), with security outsourcing as a key mandate.
Managed Detection and Response (MDR), supported by AI, is the fastest-growing business line, now over half of ARR.
Strategy centers on an integrated security operations platform, leveraging data and AI to expand workloads and use cases.
Recent additions include AI-driven Red Teaming, with plans for Managed Risk and Compliance services.
Growth in AI-managed workloads is strong, with further expansion planned to accelerate growth.
Leadership transition and operational focus
New CFO Rafe Brown brings operational and private equity experience, aiming to drive execution and communication.
Leadership is focused on managing the ongoing business transition and ensuring accountability.
Recent leadership hires, including a new Chief Commercial Officer, are tasked with systematizing growth and sales motions.
The company is prioritizing operational excellence and transparency with investors during the transition.
Growth drivers and business evolution
Key growth levers: expanding managed services workloads, adding new workloads, and increasing ARR per customer.
International expansion is a significant opportunity.
Shifted focus from smaller mid-market to larger enterprises, resulting in higher ASPs and longer sales cycles.
Sales model now targets CISOs and CIOs, optimizing for larger, more strategic deals.
How will CCO Alan drive ARR per customer growth
Capital allocation strategy beyond convert repayment
Rapid7's unique edge vs. consolidating platforms
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Frequently asked questions
Rapid7, Inc. provides cyber security solutions for the enterprise, government organizations and small to mid-sized businesses. The company offers InsightVM to deliver real-time visibility into all of an organization's assets and enables IT administrators to set policies and update vulnerable assets by leveraging threat data from a variety of industry-leading vendors. Its software products include Metasploit, Nexpose, Vulnerability Intelligence Manager and InsightIDR. The company's flagship product is the InsightVM which provides visibility into customers' IT infrastructure and applications. Rapid7, Inc. is based in Boston, Massachusetts.
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