UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37496 RAPID7, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 35-2423994 (State or other jurisdiction of (I.R ...

业绩总结 - 公司在2022年实现了28%的年度收入增长[30] - 年化重复收入（ARR）在2023年第一季度同比增长了16%[31] - 预计2023年第二季度和全年的年化重复收入将分别在8.15亿至8.25亿美元和77.3亿至77.9亿美元之间[36] - 预计2023年第二季度和全年的收入增长率分别为12%至13%和13%至14%[36] - 预计2023年第二季度和全年的非GAAP运营收入分别为7至9百万美元和59至63百万美元[36] 用户数据 - 每位客户的年化重复收入（ARR）在2023年第一季度约为66,000美元[32] - 公司预计每位平均客户的年化重复收入（ARR）潜力为每年约520,000美元[33] 未来展望 - 公司专注于长期盈利能力的提升[34] - 预计2023年第二季度和全年的年化重复收入将分别在8.15亿至8.25亿美元和77.3亿至77.9亿美元之间[36] - 预计2023年第二季度和全年的收入增长率分别为12%至13%和13%至14%[36] - 预计2023年第二季度和全年的非GAAP运营收入分别为7至9百万美元和59至63百万美元[36]

Rapid7, Inc. (NASDAQ:RPD) Q1 2023 Earnings Conference Call May 9, 2023 4:30 PM ET Company Participants Sunil Shah - Vice President, Investor Relations Corey Thomas - Chairman and Chief Executive Officer Tim Adams - Chief Financial Officer Conference Call Participants Matthew Hedberg - RBC Capital Markets Saket Kalia - Barclays Rob Owens - Piper Sandler Shrenik Kothari - RW Baird Eric Heath - KeyBanc Capital Markets Gregg Moskowitz - Mizuho Brian Essex - JP Morgan Brad Reback - Stifel Matt Saltzman - Morgan ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37496 RAPID7, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 35-2423994 (State or other jurisdiction of (I. ...

公司业务及产品 - 公司在2022年的总收入为6.851亿美元，较2018年的2.441亿美元增长了29%[24] - 2022年、2021年和2020年的循环收入分别占总收入的94%、92%和90%[25] - 公司提供的产品包括事件检测和响应、云安全、漏洞风险管理、应用安全、威胁情报和安全编排自动化响应等多个领域[26][27][28][30][31][32] - 公司的Insight平台通过统一数据收集、无代理和代理架构、端点检测和可见性、网络流量分析、云和虚拟基础设施评估、攻击面监控等功能，提供高度可扩展性和安全环境[34][38][39][40][41][42][43][44] - Insight Platform通过用户和攻击者行为分析提供快速上下文，帮助组织更快地应对、遏制和减轻安全事件[45] - Insight Platform提供风险评估和管理，帮助组织更有效地优先处理风险[46] - Insight Platform包括威胁检测功能，不断收集和整合威胁情报，展示最相关的威胁[47] - Insight Platform提供集中式日志管理，将每天数百万事件直接关联到用户和资产，帮助优先搜索和自动化合规[48] - Insight Platform提供欺骗技术，早期识别恶意行为，包括蜜罐、蜜用户、蜜凭证和蜜文件[49] - Insight Platform拥有专业团队，能够帮助快速检测威胁[50] - Insight Platform提供自动化工作流，帮助安全运营团队连接不同解决方案，节省时间和成本[51] - Insight Platform高度可定制，具有大量预构建工作流和集成，使安全团队能够处理其他挑战[52] - Insight Platform产品以软件即服务的形式提供，全球可用，减少客户管理复杂数据基础设施的需求[53] - InsightIDR通过统一的XDR和SIEM解决方案，帮助组织快速检测和应对网络安全事件和入侵[53] 销售与市场 - 2022年，我们从渠道合作伙伴中获得了57%的销售额，较2021年和2020年的52%和47%有所增长[82] - 我们的客户基数从2020年底的约8,700家增长到2022年12月31日的超过10,000家，覆盖146个国家，包括《财富》100强中48%的组织[91] - 我们的竞争对手包括CrowdStrike、Exabeam、LogRhythm、Microsoft和Splunk等，我们在XDR和SIEM市场、云安全、漏洞风险管理、应用安全和威胁情报领域竞争激烈[94] 多样性、公平和包容性 - 公司在2021年设定了增加美国员工中代表性不足群体（尤其是女性和有色人种）至50%的目标，2022年实现了这一目标[114] - 公司在2022年底将美国员工中代表性不足群体（包括黑人、拉丁裔和多种族身份）的比例提高至14%[115] - 公司在2022年底推出了“Laying the foundation - Diversity, Equity and Inclusion”全球多样性、公平和包容性电子学习课程[116] - 公司签署了企业平等承诺，承诺在副总裁级别及以上的每个职位至少面试一名女性和一名有色人种[117] - 公司成立了Rapid7网络安全基金会，旨在通过支持网络安全项目和解决方案来促进网络安全领域的多样性和包容性[118] - 公司与南佛罗里达大学合作成立了Rapid7网络威胁情报实验室，承诺投入150万美元用于支持该实验室的研究工作[119]

• ARR grew by 19% Project Heisenberg Global Honeypot Network Project Sonar Global Internet Scanning Velociraptor Digital Forensics & Incident Response Threat Command Attack Surface Expertise 14 RAPIDD Rapid7 Leadership Among Analysts insightCloudSec insightVM insightConnect insightIDR insight AppSec Gartner. FORRESTER® Gartner. Gartner. FORRESTER Strong Visionary Leader Top Vendor Challenger Performer Cloud Workload Vulnerability Risk Application Market Guide SIEM Security Management Security Testing 15 Rap ...

Rapid7, Inc. (NASDAQ:RPD) Q4 2022 Earnings Conference Call February 8, 2023 4:30 PM ET Company Participants Sunil Shah – Vice President, Investor Relations Corey Thomas – Chief Executive Officer Tim Adams – Chief Financial Officer Conference Call Participants Saket Kalia – Barclays Rob Owens – Piper Sandler Hamza Fodderwala – Morgan Stanley Fatima Boolani – Citi Joel Fishbein – Truist Securities Adam Tindle – Raymond James Gregg Moskowitz – Mizuho Jonathan Ho – William Blair Brian Essex – JPMorgan Gray Powe ...

Rapid7, Inc. (NASDAQ:RPD) Q3 2022 Earnings Conference Call November 2, 2022 4:30 PM ET Company Participants Sunil Shah - VP, IR Corey Thomas - Chairman & CEO Timothy Adams - CFO Conference Call Participants Matthew Hedberg - RBC Capital Markets Jonathan Ho - William Blair & Company Mark Cash - Raymond James Robert Galvin - Stifle Operator Hello. My name is Lisa, and I'll be your conference operator today. At this time, I'd like to welcome everyone to the Rapid7 Q3 2022 Earnings Call. [Operator Instructions] ...

Rapid7, Inc. (NASDAQ:RPD) Q2 2022 Earnings Conference Call August 3, 2022 4:30 PM ET Company Participants Sunil Shah - VP, IR Corey Thomas - Chairman & CEO Timothy Adams - CFO Conference Call Participants Robbie Owens - Piper Sandler & Co. Jonathan Ho - William Blair & Company Matthew Hedberg - RBC Capital Markets Joshua Tilton - Wolfe Research Brian Essex - Goldman Sachs Group Alexander Henderson - Needham & Company Shebly Seyrafi - FBN Securities Eric Heath - KeyBanc Capital Markets Joel Fishbein - Truist ...

RAPIDD 1 May 4, 2022 Company Overview Disclaimers This presentation contains forward-looking statements. All statements contained in this presentation other than statements of historical facts, including, without limitation, statements regarding our market opportunity, demand for our product and service offerings, expectations regarding our annualized recurring revenue (ARR) and growth, ARR opportunity for an average-sized customer, ARR growth per customer, revenue growth, non-GAAP operating margin expansio ...