Growth OpportunitiesThere is a big opportunity for Rapid7 to drive the mix of consolidated offerings higher within its installed base, significantly increasing ARR per customer.
Market Position And PotentialA potential RPD take-out presents the best opportunity for value creation of the three VM security companies in public markets.
Operational PerformanceOperating margins outperformed in the quarter, and the firm remains committed to driving profit expansion despite top-line challenges.