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Rapid7(RPD) - 2025 Q2 - Earnings Call Presentation
2025-08-07 20:30
Financial Performance & Guidance - The company's 2024 revenue grew by 9% year-over-year[45] - The company's revenue Compound Annual Growth Rate (CAGR) from 2020 to 2024 was 20%[45] - The company's non-GAAP operating margin scaled to over 19% in 2024[45] - The company's Annual Recurring Revenue (ARR) grew by 3% year-over-year in Q2 2025[47] - The company's ARR Compound Annual Growth Rate (CAGR) from Q2 2021 to Q2 2025 was 15%[47] - The company's ARR per customer was approximately $72,000 in Q2 2025[52] - The company's ARR per customer Compound Annual Growth Rate (CAGR) from Q2 2021 to Q2 2025 was 8%[52] - The company anticipates full year 2025 Annualized Recurring Revenue between $850 million and $865 million, representing a year-over-year growth of 1% to 3%[56] - The company anticipates full year 2025 revenue between $853 million and $863 million, representing a year-over-year growth of 1% to 2%[56] - The company anticipates full year 2025 non-GAAP operating income between $125 million and $135 million[56] Market Opportunity - The Total Addressable Market (TAM) for SecOps is over $54 billion[7] - The Total Addressable Market (TAM) for SecOps is expected to reach $85 billion by 2027[20] - The Total Addressable Market (TAM) for SecOps has a Compound Annual Growth Rate (CAGR) of 16%[20]
Rapid7(RPD) - 2025 Q1 - Earnings Call Presentation
2025-05-12 20:21
Company Overview - Rapid7 has a total addressable market exceeding $54 billion[7] - The company's 2024 free cash flow was over $150 million[7] - Rapid7's threat engine collects and analyzes over 300 trillion events[7] - The company has over 60 patents granted and pending related to AI[7] Market Opportunity - The total market opportunity for Security Operations is projected to reach $85 billion by 2027[20] - Exposure Management is valued at $25 billion in 2024 and is projected to reach $34 billion by 2027, representing a 13% CAGR[20] - Detection and Response is valued at $18 billion in 2024 and is projected to reach $21 billion by 2027, representing a 16% CAGR[20] Financial Performance & Guidance - Rapid7's 2024 revenue grew by 9% year-over-year[44] - The company's revenue CAGR from 2020 to 2024 was 20%[44] - Rapid7 anticipates full year 2025 Annualized Recurring Revenue between $850 million and $880 million, representing a 1% to 5% year-over-year growth[55] - The company anticipates full year 2025 revenue between $853 million and $863 million, representing a 1% to 2% year-over-year growth[55]