Dec. 1 at 10:13 PM
$VRNS (2) Customer budgets are increasing and data security is at the top of the priority list. The growth of generative AI is a big driver of their business. You can't get the benefits from AI without data security. Products that they have added through acquisitions are doing well. They are working to grow their US Federal Govt business, they are investing for growth. Their competitive position is improving. With new products they're able to win business now that they couldn't have gotten a few years ago.