Feb. 6 at 2:08 AM
$ATEN A10's differentiation is their focus on high performance, scalable solutions for large enterprises and service providers rather than the SMB market, plus their strong positioning in AI infrastructure buildout with cloud providers. They work with 8 of the top 10 cloud providers and 9 of the top 10 telecom operators globally.
Lets also not forget North America has been a major growth driver, up 30% for the full year and now representing 64% of quarterly revenue. This isn't about chasing small deals. They are winning mission critical deployments like the global airline and data analytics software provider they closed in Q4. These are the types of sticky, high value customers that expand over time. While competitors for example like
$PANW $NET $FTNT $JNPR fight across all market segments, A10 stays focused on where they can deliver the most value at scale.
