What guidance did Rapid7's management provide for the next earnings period?

What is Rapid7's latest dividend and current dividend yield?

What factors drove the changes in Rapid7's revenue and profit?

What is Rapid7's gross profit margin?

What were the key takeaways from Rapid7’s earnings call?

What is the revenue and EPS growth rate for Rapid7 year over year?

What were the key takeaways from Rapid7's earnings call?

What does Rapid7 do and what are its main business segments?

- **ARR Growth**: 2% YoY to $838M, with MDR driving 60%+ of ARR
- **New Leadership**: Allan Peters (CCO) and Rafe Brown (CFO) to accelerate growth
- **AI SOC Strategy**: Unified Command Platform with 500+ integrations
- **Financial Strength**: $30M free cash flow, 73% gross margin
- **Partnership**: Microsoft MDR solution for enhanced detection/response
- **Guidance**: Full year revenue $856M-$858M, op income $130M-$135M

**【CEO Summary Section】**
- **ARR Growth**: Q3 ARR of $838M, up 2% YoY, driven by MDR and AI SOC platform adoption. 
- **Leadership Changes**: New CCO Allan Peters and incoming CFO Rafe Brown to accelerate growth execution.
- **Strategic Focus**: Shifting to AI-powered SOC with Command Platform, integrating exposure management and MDR. 
- **Pipeline Update**: Reduced 2025 ARR target to $838M-$840M (from $845M-$850M) due to deal timing variability.
- **Key Win**: $600K+ deal replacing multi-vendor stack with Rapid7's unified platform.

**【CFO Financial Commentary】**
- **Revenue**: Q3 $218M (+2% YoY), beating guidance. Full year $856M-$858M (1-2% YoY growth).
- **Profitability**: Operating income $37M (17% margin), up from $30M last quarter. Full year op income $130M-$135M.
- **Cash Flow**: Q3 free cash flow $30M, full year $125M-$135M guidance maintained.
- **Margins**: Gross margin 73%, S&M 33% of rev, R&D 17%.
- **Q4 Outlook**: ARR flat QoQ, revenue $214M-$216M, EPS $0.37-$0.44.

**【Q&A Highlights】**
- **MDR Economics**: Higher gross margins (75%) vs. legacy VM, driven by automation/AI.
- **International Growth**: 25% of revenue, 8% YoY growth vs. 2% overall ARR growth.
- **Pipeline Visibility**: Large deals (>6 months cycle) make forecasting challenging.
- **Microsoft Partnership**: New MDR for Microsoft solution integrates with Defender ecosystem.
- **Exposure Command**: Upgrades to Exposure Command growing, but deal sizes 2x+ legacy VM.
- **Churn**: Gross churn stable, MDR renewals >90%.


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