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CLAIM #66323 · Rapid7 Inc (RPD) · 2025Q4 earnings call · Feb 10, 2026 · due Dec 31, 2026

But we do see us unlocking that this year, which we think the profile improves over the course of the year.

Corey Thomas · CEO

PENDING
graded after results covering Dec 31, 2026 are reported

In context

Corey Thomas (CEO): So I think it's pretty close. It's actually it is actually big enough. We need to be ungated in our ability to actually go sell it and drive it. I do think we crossed that threshold this year. To be clear, we were one of the most profitable, highest quality MDR businesses. But that does mean that we are pretty clear about what we do and don't do. And we are actually increasingly unlocking that business that does require technology. That does AI, and it requires us to shift where the services go. But I think that we're on the track this year to be able to unlock that. Then that really compensates for the growth. I think this is part of our Raphael's comment earlier is that look, we don't want to be over-precise in predicting timing. We're unlocking it this year, then alright. How fast can we actually take that to market, tell the story in a noisy market? That's where we are actually just, you know, being very direct and open with you. But we do see us unlocking that this year, which we think the profile improves over the course of the year.

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SEC filings for RPD · Claim quote is verbatim from the 2025Q4 earnings call.