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Edge20 Mar 2026
Tetra Pak: The Shape of Innovation
The story of Tetra Pak, the Rausing family, and how a paper tetrahedron gave rise to a company that now delivers almost 180 billion packages a year.
Rapid7
Rapid7 (RPD) investor relations material
Rapid7 Proxy filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Proxy filing summary30 Mar, 2026
Executive summary
Entered into a Nomination and Support Agreement with JANA Partners Management, LP on March 26, 2026, to include a JANA nominee in the board slate for the 2026 annual meeting.
JANA agrees to support the company's slate and vote in favor of specified director nominees at the 2026 annual meeting.
JANA's ownership of company stock is capped at 19.9% without board consent, with contractual restrictions on business combinations above this threshold.
The agreement terminates on the earlier of 30 days before the 2027 director nomination notice period or January 8, 2027.
Voting matters and shareholder proposals
Kevin Galligan, the JANA nominee, will be included in the recommended slate for the 2026 annual meeting, with full board support and proxy solicitation.
JANA must vote all its shares for the agreed slate of directors and not for any other nominees at the 2026 annual meeting.
Board of directors and corporate governance
The board slate for 2026 includes the JANA nominee and ten other named directors, with any additional mutually agreed nominee.
JANA may communicate privately with the board or management and request waivers of agreement provisions.
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Latest events from Rapid7
- ARR flat, revenue up 2%, strong cash flow, 2026 guidance cautious but profitable.RPD
Q4 202511 Feb 2026 - AI-driven MDR and platform upgrades drive growth, with strategic investments supporting future expansion.RPDMorgan Stanley Technology, Media & Telecom Conference3 Feb 2026
- Q2 2024 ARR and revenue up 9%, profitability improved, and guidance raised for 2024.RPDQ2 20242 Feb 2026
- Q3 2024 revenue rose 8% to $215M, ARR hit $823M, and guidance signals continued growth.RPDQ3 202416 Jan 2026
- Longer deal cycles and a shift to integrated risk solutions define the current growth outlook.RPD2024 RBC Capital Markets Global Technology, Internet, Media and Telecommunications Conference13 Jan 2026
- 2024 revenue up 9% to $844M, ARR up 4% to $840M; 2025 outlook targets 4%-6% ARR growth.RPDQ4 20245 Jan 2026
- AI-driven managed security services and operational focus drive growth and profitability.RPDRaymond James TMT and Consumer Conference11 Dec 2025
- AI-driven detection and response and install base upgrades drive growth and margin expansion.RPDRaymond James & Associates’ 46th Annual Institutional Investors Conference 20252 Dec 2025
- Annual meeting to vote on directors, auditor, executive pay, and say-on-pay frequency.RPDProxy Filing1 Dec 2025
Next Rapid7 earnings date
Q1 202611 May, 2026
Rapid7
Next Rapid7 earnings date
Q1 202611 May, 2026
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