Company Overview November 4, 2025 1 Disclaimers This presentation contains forward-looking statements. All statements contained in this presentation other than statements of historical facts, including, without limitation, statements regarding our market opportunity, demand for our product and service offerings, expectations regarding our annualized recurring revenue (ARR), free cash flow, and our other non-GAAP measures, our business strategy, plans and objectives for future operations and expectations reg ...

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]

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]