It's probably true of all industries to some extent, but the
enterprise/network security business seems to be one where there's
always some nagging detail for the companies. Check Point (CHKP) has fantastic margins, but hasn't always been quick to innovate and seems willing to cede margin to maintain share. Palo Alto (PANW) has a great sales effort, but sometimes seems to overstate its own capabilities. For Fortinet (FTNT),
the challenge is pairing good revenue growth and share gains with
strong margins, and judging by management's guidance that challenge will
continue on at least another quarter.
Read more here:
Can Fortinet Deliver A One-Two Punch Of Growth With Higher Margins?
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