In short: Acquired asset-visibility / security asset; ~125bps of 2Q growth contribution and central to the risk & security-workflow cross-sell (asset visibility alongside Veza's identity governance).
Full passage: premium transcript (PDF).
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.