Cybersecurity Stocks: CrowdStrike, CloudFlare, Zscaler, Fortinet
$Cloudflare(NET.US$ $Zscaler(ZS.US$ $Fortinet(FTNT.US$ I was looking at the sector again today and would welcome any thoughts. It seems as though CrowdStrike (CRWD) has a larger portfolio of products across the space and CloudFlare (NET) distinguishes itself by its focus on internet security although from investor decks they also project Zero Trust Network Infrastructure to be a larger portion of revenue in coming years. Zscaler (ZS) it seems focuses on more mid-sized business it seems and actually offers an integrated product with Zscaler + CrowdStrike:
I suppose my questions are:
NET's revenue growth has been constant around 50% for several years. Management actually guided down to 37% for the next quarter but most people seem to have dismissed? What is the market pricing in?
ZS Rev growth seemed to slow but is back up around 60%. What happened? What is the biggest risk to these stocks more broadly?
Broadly how to think of these stocks?
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