CLAIM #66326 · Rapid7 Inc (RPD) · 2025Q4 earnings call · Feb 10, 2026 · due Dec 31, 2026
“Then we feel quite good about what that means for both growth of expansion and what that means for retention over the course of the year.”
Corey Thomas · CEO
In context
“Corey Thomas (CEO): Yeah. I'll hit both on the chart. So one, incident command is relatively easy. We haven't we haven't we launched initially last year. I will say the primary focus initially was on the AI managed services around it. And to support some of the customer demand again because we have not addressed the full addressable market there. So, I would just say, listen, we're in the first inning of incident command, and frankly, it's not even a big priority right now for our sales team. It will be a later priority as we actually go through the year. But we actually think there's plenty of upside there. Especially with what's happening in the sale market. So it's something we're prepping for and looking at. There's a couple of things that we wanna do to make it plain dead, easy, and simple. For folks to do. And so we expect to actually do that. But think we're in a good position, but that's not a core focus. I would just say first inning but it's something that we're looking at. And I think that upgrade does not require a lot of complexity in terms of pricing there. On exposure command, would just say, listen, that was a big disappointment last year. Because we did not really sort of like get that going to Q4. That said, in Q4, we actually saw a unit up starting to get the upgrade motions. And if that continues, and even in Q1, we're starting to see a little bit of continuation of that. Then we feel quite good about what that means for both growth of expansion and what that means for retention over the course of the year. As that goes along. But this is a classic one where we missed the timing last year, and so that's where we're not baking that into the it's not in the core Q1 assumption. It's not there. But I do think that that is one that I feel like we're in the I would just say, fourth or fifth inning. I hate to keep using baseball analogies. But we're further along. We see it. We know what we've gotten good feedback there. We just wanna see the uptick do think more of this is operational and so I feel more confident that will continue to see it and we've already seen some of the initial progress there.”
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SEC filings for RPD ↗ · Claim quote is verbatim from the 2025Q4 earnings call.