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Rapid7 (RPD) investor relations material
Rapid7 Piper Sandler 4th Annual Growth Frontiers Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Piper Sandler 4th Annual Growth Frontiers Conference summary10 Sep, 2025
Business performance and growth drivers
Q2 showed improved execution and stability, with healthy growth in AI-driven security services and expanded addressable market for MDR offerings.
Exposure management business is new, with larger deal cycles and higher ASPs than expected, leading to longer sales cycles but more strategic deals.
Upgrades from vulnerability management to exposure management are yielding over 50% to 100% uplifts, exceeding initial expectations.
Focus is shifting to larger, more strategic enterprise deals, with disciplined approach to pricing and market selection.
Anticipates modest growth acceleration next year, driven by DNR and exposure management pipeline.
Competitive landscape and market trends
Detection and response (DNR) is now over half of revenue, with strong positioning in a competitive MDR market.
Market rationalization is creating opportunities as unsustainable competitors pull back, especially in MDR.
SIEM displacement is a key strategy, leveraging agentic SOC and AI to improve operational efficiency and reduce reliance on traditional SIEM.
Larger enterprise MDR market is now accessible, competing with major players and managing all customer data at scale.
Technology and innovation
Significant investment in AI and agentic SOC capabilities, with rapid progress in automating data management and alert filtering.
AI-driven automation is already reducing mean time to detect and respond, with containment responses still mostly in recommendation mode.
Accelerated cadence of new feature releases and global capability center expansion are enhancing innovation and operational scale.
AI is being used across development, customer support, marketing, and early finance applications to boost productivity.
Exposure Mgmt deal cycle impact?
MDR market pricing strategy amid competition?
AI automation vs. recommendation in SOC operations?
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Q3 20254 Nov, 2025
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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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