RPD
Market read
No new filing conclusion is available. 0 of 31 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.
Invalidation: The isolated read changes if RPD's group or a disclosed connection begins moving with it.
Research brief
No new filing conclusion is available. 0 of 31 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Derivative and Hedging Activities To mitigate our exposure to foreign currency fluctuations resulting from certain expenses denominated in certain foreign currencies, we enter into forward contracts that are designated as cash flow hedging instruments.”10-Q · May 5, 2026 ↗
“Operating Expenses Research and Development Expense Three Months Ended March 31, Change 2026 2025 $ % Research and development $ 48,354 $ 47,888 $ 466 1.0 % % of revenue 23.1 % 22.8 % Research and development expenses increased for the three months ended Marc…”10-Q · May 5, 2026 ↗
“Operating Expenses Research and Development Expense Three Months Ended March 31, Change 2026 2025 $ % Research and development $ 48,354 $ 47,888 $ 466 1.0 % % of revenue 23.1 % 22.8 % Research and development expenses increased for the three months ended Marc…”10-Q · May 5, 2026 ↗
“The decrease was partially offset by a $0.9 million increase in full time and contract labor costs.”10-Q · May 5, 2026 ↗
Valuation discipline
Price/sales 0.8× · EV/sales 0.5×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 14:05 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for RPD. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for RPD. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Recent technology alliances that drive this experience include ServiceNow, Microsoft, AWS, GCP and Palo Alto Networks.”
“Recent technology alliances that drive this experience include ServiceNow, Microsoft, AWS, GCP and Palo Alto Networks.”
Depended on by
“We compete with large and small public companies, such as CrowdStrike, Palo Alto Networks, Rapid7, and Tenable Holdings, as well as privately held security providers including Invicti, Tanium, and Wiz (which has announced a pending acquisition by Google).”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 8 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
RPD is currently a Participant in the organic co-movement group Mixed Multi-Sector. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for RPD; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.