Tufin Software Technologies Is Benefiting From Work From Home
The company had a rough Q1 as its peak weeks for closing deals coincided with the start of the lockdowns. Figures were particularly bad as the company considers 2019 and […]
The company had a rough Q1 as its peak weeks for closing deals coincided with the start of the lockdowns. Figures were particularly bad as the company considers 2019 and […]
The company has a fairly unique value proposition for business and is faced with a significant greenfield prospect to conquer. It also has cash to continue investing for almost a […]
While not a pure SaaS play, the company nevertheless sprouts a SaaS-like business model with recurring maintenance sales, 80%+ gross margins, 30%+ revenue growth, and large up-sell revenues. We think […]
The company provides a unique service which has a large greenfield opportunity. While the company is still loss making and bleeding cash, it is in the land-grab phase, and given […]
The company has carved out a valuable niche in the security market with central management and automation of organizational security policy. Giving the escalating connections and network complexity, the demand […]