Rapid7 (RPD) came out with quarterly earnings of $0.66 per share, beating the Zacks Consensus Estimate of $0.52 per share. This compares to earnings of $0.50 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 26.92%. A quarter ago, it was expected that this cybersecurity company would post earnings of $0.52 per share when it actually produced earnings of $0.58, delivering a surprise of 11.54%.Over the last four quarters, the comp ...

Exhibit 99.1 Rapid7 Announces Third Quarter 2024 Financial Results • Annualized recurring revenue ("ARR") of $823 million, an increase of 6% year-over-year • Total revenue of $215 million, up 8% year-over-year; Product subscriptions revenue of $206 million, up 8% year-over-year • GAAP operating income of $14 million; non-GAAP operating income of $44 million • Net cash provided by operating activities of $44 million; free cash flow of $39 million Boston, MA – November 6, 2024 – Rapid7, Inc. (Nasdaq: RPD), a ...

Annualized recurring revenue (“ARR”) of $823 million, an increase of 6% year-over-yearTotal revenue of $215 million, up 8% year-over-year; Product subscriptions revenue of $206 million, up 8% year-over-yearGAAP operating income of $14 million; non-GAAP operating income of $44 millionNet cash provided by operating activities of $44 million; free cash flow of $39 million BOSTON, Nov. 06, 2024 (GLOBE NEWSWIRE) -- Rapid7, Inc. (Nasdaq: RPD), a leader in extended risk and threat detection, today announced its fi ...

BOSTON, Oct. 10, 2024 (GLOBE NEWSWIRE) -- Rapid7, Inc. (NASDAQ: RPD), a leader in extended risk and threat detection, today announced that the company will release its third quarter 2024 financial results on Wednesday, November 6, 2024, after the financial markets close. The company will host a conference call that same day to discuss its results and business outlook at 4:30 p.m. Eastern Time. The call will be accessible by telephone at +1 888-330-2384 (toll-free) or +1 240-789-2701 with the event code 8484 ...

Maskot Summary I am positive on Rapid7, Inc. (NASDAQ:RPD). My summarized thesis is that the strategic shift to lean into channel partners and focus on selling an integrated product has worked out very well for RPD, with tangible improvements. The biggest challenge for RPD to accelerate growth is the poor macro environment that is impacting the entire industry. My view is that the economy will get better (likely with the upcoming rate cut), and this should give RPD the opportunity to accelerate growth if it ...

财务表现 - 公司总收入为2.07991亿美元，同比增长9.2%[124] - 非GAAP经营利润为3.9276亿美元，非GAAP经营利润率为18.9%[124] - 自由现金流为2.9205亿美元[124] - 总收入为2.07991亿美元，同比增长9.2%[170] - 产品订阅收入为2.00067亿美元，同比增长10.1%[170] - 专业服务收入为7924万美元，同比下降9.1%[170] - 总收入同比增长9.2%，达到2.08亿美元[175] - 产品订阅收入同比增长10.1%，达到2亿美元[175] - 总收入增加3,950万美元，增长10.6%[207] - 产品订阅收入增加4,151.2万美元，增长11.7%[206] 盈利能力 - 总毛利率提升至70.7%，产品订阅毛利率达72.5%[180,182] - 总毛利率提高至70.5%[210] 费用管控 - 研发费用同比下降21.1%，占收入比重降至19.3%[183,184] - 研发费用下降1,606.2万美元，下降16.5%[214,215] - 销售和营销费用同比下降6.3%，占收入比重降至37.3%[186,187] - 销售和营销费用下降1,302.3万美元，下降8.0%[216,218] - 一般和行政费用下降484.8万美元，下降10.3%[219,221] 其他收支 - 利息收入同比增长192.2%，达到520万美元[195,196] - 利息收入增加648.6万美元，增长187.7%[225,226] - 其他费用同比下降94.8%，至69.5万美元[200,201] - 所得税费用同比下降38.1%，至53.8万美元[203,204] - 所得税费用增加800万美元，增长546.8%[231,233] 现金流 - 投资活动使用了3480万美元现金，主要包括2800万美元购买投资净额、630万美元资本化内部使用软件成本、90万美元购买电脑设备和租赁改善[243] - 投资活动使用了6220万美元现金，主要包括3480万美元收购Minerva、910万美元资本化内部使用软件成本、370万美元购买电脑设备和租赁改善[244] - 融资活动提供了340万美元现金，主要包括500万美元员工购买普通股、140万美元行权股票期权,部分被310万美元支付股权激励税金所抵消[245] - 融资活动提供了400万美元现金，主要包括620万美元员工购买普通股、270万美元行权股票期权,部分被230万美元支付IntSights收购款和260万美元支付股权激励税金所抵消[246] 其他 - 公司提供云订阅、托管服务和现场软件许可等多种交付模式[120][121] - 经常性收入占总收入的95%以上[122] - 公司通过收购Noetic Cyber拓展了网络资产攻击面管理业务[119] - 公司使用非GAAP财务指标来补充GAAP财务报表[132-141] - 公司没有任何与未合并实体或金融合伙企业的关系,也没有参与任何旨在促进资产负债表外融资安排或其他有限目的的特殊目的实体[248] - 公司的关键会计政策和估计与年报披露的内容无重大变化[249]

财务数据和关键指标变化 - 公司2024年第二季度ARR为8.16亿美元,同比增长9%,符合预期 [13] - 公司2024年第二季度收入为2.08亿美元,同比增长9%,超出指引范围 [44] - 公司2024年第二季度经营利润率约19%,同比提高约12个百分点 [46] - 公司2024年第二季度自由现金流为2900万美元,环比增长 [47] 各条业务线数据和关键指标变化 - 公司检测响应业务,尤其是威胁情报解决方案,是公司增长的主要驱动力,占新增ARR超40% [13][41] - 公司传统漏洞管理业务表现平稳,但公司正在向更高价值的安全运营平台转型 [111][112] 各个市场数据和关键指标变化 - 公司国际业务收入同比增长19%,占总收入23% [44] - 公司在北美市场也面临客户预算压力,但客户仍在努力解决安全问题 [136][137] 公司战略和发展方向及行业竞争 - 公司正在向集成安全数据平台转型,聚焦云安全和检测响应等最高价值工作负载 [16][17] - 公司推出新的Exposure Command平台,提供全面的攻击面可见性和风险管理功能,以更低成本满足客户需求 [28][29][30] - 公司正在加强合作伙伴生态系统,提高服务交付能力和高效的需求获取 [23][24][25] 管理层对经营环境和未来前景的评论 - 安全从业者正面临管理复杂IT环境的挑战,公司的平台解决方案能更有效地满足客户需求 [15][17] - 公司有信心通过创新检测响应、合作伙伴生态系统和加速云安全采用,实现长期增长 [37][38] 其他重要信息 - 公司完成了Noetic公司的收购,将其技术和团队整合到Exposure Command产品中 [29][30] - 公司正在优化组织架构,以提高盈利能力和有效增长 [38] 问答环节重要的提问和回答 问题1 **Matt Hedberg 提问** 询问公司最近的go-to-market变化的原因和影响 [54] **Corey Thomas 回答** 公司正在为Exposure Command和Command平台的推出做好准备,调整区域销售架构以更好地支持客户升级和合作伙伴拓展 [55][56][57] 问题2 **Joel Fishbein 提问** 询问Exposure Command的定价、打包和go-to-market策略 [80] **Corey Thomas 回答** Exposure Command定价会略有提升,但仍保持相对合理,目标是提供全面的攻击面可见性,并与检测响应业务形成协同 [81][82][83] 问题3 **Alex Henderson 提问** 询问Exposure Command和检测响应业务的相对规模 [85] **Corey Thomas 回答** Exposure Command定价会相对较低,目的是提高采用,而检测响应业务会有更高的定价和定制化 [89][90][91]

Rapid7 (RPD) reported $207.99 million in revenue for the quarter ended June 2024, representing a year-overyear increase of 9.2%. EPS of $0.58 for the same period compares to $0.18 a year ago. The reported revenue represents a surprise of +1.93% over the Zacks Consensus Estimate of $204.06 million. With the consensus EPS estimate being $0.52, the EPS surprise was +11.54%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ex ...

Rapid7 (RPD) came out with quarterly earnings of $0.58 per share, beating the Zacks Consensus Estimate of $0.52 per share. This compares to earnings of $0.18 per share a year ago. These figures are adjusted for nonrecurring items. This quarterly report represents an earnings surprise of 11.54%. A quarter ago, it was expected that this cybersecurity company would post earnings of $0.54 per share when it actually produced earnings of $0.55, delivering a surprise of 1.85%. Over the last four quarters, the comp ...

Exhibit 99.1 Rapid7 Announces Second Quarter 2024 Financial Results • Annualized recurring revenue ("ARR") of $816 million, an increase of 9% year-over-year • Total revenue of $208 million, up 9% year-over-year; Product subscriptions revenue of $200 million, up 10% year-over-year • GAAP operating income of $7 million; non-GAAP operating income of $39 million • Net cash provided by operating activities of $33 million; free cash flow of $29 million Boston, MA – August 6, 2024 – Rapid7, Inc. (Nasdaq: RPD), a l ...