Jun. 26 at 3:40 PM
$ZS if you listen to all the cyber infrastructure companies, everyone of them is talking about a need for proxy architecture to protect intranet against bad-agent-actors.
If the insight is right… this will rip, albeit it’ll be a slow growth into explosive.
Also ZS Q4 is upon us… if they sort out CRO backfill and Q4 shows strong with positive forward view, I can’t see how this doesn’t recalibrate.
Good luck to all!