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Tenable Holdings, Inc. (TENB) UBS Global Technology and AI Conference 2025 December 2, 2025 4:55 PM EST
Company Participants
Matthew Brown – Chief Financial Officer
Erin Karney – Senior Director of IR
Conference Call Participants
Roger Boyd – UBS Investment Bank, Research Division
Presentation
Roger Boyd
UBS Investment Bank, Research Division
All right. We will get going here. Thank you all for being here. I’m Roger Boyd, I cover cybersecurity here at UBS. Very happy to have the team from Tenable here. Matt Brown is the new CFO of the company; and Erin Karney is VP of Investor Relations. So thank you both for being here.
Matthew Brown
Chief Financial Officer
Thanks for having us. Appreciate it.
Question-and-Answer Session
Roger Boyd
UBS Investment Bank, Research Division
But I wanted to start high level and go back to a comment that Steve made on the earnings call last month. But he called out that the AI threat landscape is exposing the limits of a traditional kind of reactive approach to security. Can you just explain what that view means, this idea of more fireproofing versus firefighting? And how does that kind of align with what you’ve built in the exposure management category?
Matthew Brown
Chief Financial Officer
Sure. I’ll start and Erin can fill in on some of the details as well. So what we really talk about with respect to AI is, it represents a significant amount of change, right? Everybody talking about AI. And what every Board — you’re going to hear in every Board and every management team are 3 key questions. One, how are you incorporating AI in your products to make them more competitive? — fine. How are you leveraging AI internally to be more productive, and efficient. Great. makes sense. The third is how are you safeguarding your use of AI, right? And that last one is super important and represents brand-new opportunities for us. And
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