CLAIM #66318 · Rapid7 Inc (RPD) · 2025Q4 earnings call · Feb 10, 2026 · due Dec 31, 2026
“Look. I think our biggest growth area is still gonna be detection response, which is still growing. We think it has the capacity to grow faster.”
Corey Thomas · CEO
In context
“Corey Thomas (CEO): Yeah. Look. I think our biggest growth area is still gonna be detection response, which is still growing. We think it has the capacity to grow faster. That said, as you think about like our core adjustable market is that mid-sales or mainstream enterprise, think about, like, employees from organizations that have employees from a thousand to 20,000 employees. For there, we're focused heavily on making sure we can provide the depth and quality of the service experience. We think we're only addressing part of the total addressable market there. Our big focus right now is unlocking the full addressable market. Now, let's say it lots of competitors we have are especially a private are actually doing it at lower total gross margins, and we're very focused on delivering quality service and quality experience at the right gross margin profile. So that's the first one, is that detection response market. Of which does include AI services. But exposure management is an important part of the puzzle there. And so I would just say that's another core focus area. We do think about that being an integrated part of the stack. Not a standalone focus. And so if you think about where our focus it’s about how do we actually bring together security operations that bring together exposure management and detection response. So we think about that flowing into a single integrated offering. Some of the things that we're less focused on are some of the legacy on-prem, much of which has been upgraded to our command platform. But we're still working through the upgrade of those technologies and capabilities to the command platform. When you look at the core market that we're focused on title, it's that mainstream enterprise that is, frankly, our historical base. We have I would just say, moved slightly out of that over time. And I think one of the things that Alan and the team are bringing back in is a tight focus on our core customer and our core customer profile. Which we think is a good thing for both acceleration and win rates.”
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SEC filings for RPD ↗ · Claim quote is verbatim from the 2025Q4 earnings call.