Reseller checks and survey point to a healthy security demandenvironment & relatively defensible budgets. However, givenless certain macro & FX headwinds, we look to be moreselective into Q3 earnings. We see favorable setups for FTNT,TENB, CHKP, less so for CYBR, QLYS, VRNS.
Reseller checks and survey point to a healthy security demandenvironment & relatively defensible budgets. However, givenless certain macro & FX headwinds, we look to be moreselective into Q3 earnings. We see favorable setups for FTNT,TENB, CHKP, less so for CYBR, QLYS, VRNS.
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零帕网 » 摩根士丹利：软件网络安全CQ3预览–选择我们的位置更多（英）
零帕网 » 摩根士丹利：软件网络安全CQ3预览–选择我们的位置更多（英）
