Van of that list I would go with OKTA but you can do better. Guess what! I just chased a wild turkey out of the pool area. Thank god they fly a little bit he was hiding behind the grotto & put a scare into Yullia! Big guy, kind of scary- I acted like a Hawk... made my hawk sound I think this turned Yullia on. Not sure but I'm going to keep doing the Hawk's K--a--Ka---www all night as I cook these two huge steaks. Later table tennis off Yullia's belly.
It wasn't a blogger it was a Baird note to clients! It is up to us to find the best idea in the group... PING is affordable. I like that. & This VRNS I don't know...
Varonis solves the data security problem very well Varonis solves an unheralded but pressing problem within an enterprise - how to protect data from internal and external threats by determining what data is high value, what data is exposed, and who has access to the data. According to Varonis Management, the secular trends of data growth, hybrid cloud, and cyber threats from individual hackers and nation states drive the demand for Varonis's solutions. Varonis has a slew of products that address the security of sources and repositories of the data. Source: Varonis presentation No real competition yet On persistent questioning from three different sell-side analysts on emerging competition, Varonis CEO Yaki Faitelson was very confident there is no change in the competitive landscape. He noted, "we don't see any change to the competitive landscape. What is happening in reality with Varonis is that we are the only vendor that can take a lot of data and digest it and visualize the potential of access and do it in an ever-changing environment. This is a massive amount of data. Then have automated remediation and understanding of abnormal behavior of data." We believe Varonis has a durable first-mover advantage given the complexity of the problem it addresses. We believe the volume and variety of the data and the data sprawl in a variety of locations, experience handling complex data, classifying and automating it, gives Varonis a durable first-mover advantage. In addition, Varonis has more than 69 issued and 31 pending patents that protect its IP. The following chart illustrates Varonis's first-mover advantage. Source: Varonis presentation Varonis reports an excellent quarter Varonis reported results that exceeded expectations on both the revenue and EPS lines and provided guidance ahead of estimates. Revenue was about $74.8 million and was ahead of the consensus estimate of about $68.9 million. Revenue was up 38% Y/Y. ARR grew 39% Y/Y, and Subscription revenue grew 120% Y/Y as the company transitioned from a perpetual revenue model to a subscription revenue model. Varonis historically sold its software using a perpetual revenue model. Varonis now mainly sells revenue on a subscription basis. Many of the older perpetual license customers continue to buy maintenance contracts. Varonis noted that the renewal rates remain above 90% and assured investors that it is not forcing its customers to migrate to subscriptions. Varonis reported an EPS of -$0.08, which is ahead of the consensus estimate of -$0.13. EPS outperformance was driven by higher than expected revenue and good Opex control.
I'm not sure what this " Open Banking " is all about. I gather it's another word for online banking. You leave yourself open... this Open Banking but they put such a spin on it I almost think it's some sort of swinging or shagging. Like the old days of Open banking!
Must be an opportunity in here somewhere. Security + Two Factor identity + Open Banking + Cruise + Swinging.... Maybe I make my own ROBLOX game!