BSWEpisode147

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Recorded October 14, 2019 at G-Unit Studios in Rhode Island!

Episode Audio

Hosts

  • Matt Alderman
    CEO at Security Weekly, Strategic Advisor, and Wizard of Entrepreneurship
  • Paul Asadoorian
    Embedded device security researcher, security podcaster, and CEO of Active Countermeasures .

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    Security Money


    Security Weekly 25 Index updates, including:

    • Public Companies
      • Changes to the SW25 Index:
        • Replaced Carbonite with CrowdStrike
        • Replace Carbon Black with Ping Identity
      • At the close on October 11th:
        • SW25 Index is 1049.19, which is an increase of 4.92% (down from last Q) for 2019
        • NASDAQ Index is 8057.04, which is an increase of 21.43% (down from last Q) for 2019
      • Summary of earnings from Q3 2019
        • Revenue beat by 2.05% on average (up from last Q)
        • Earning beat by 14.48% on average (up from last Q)
        • Average analyst rating is 1.71 (weaker Buy, almost a Hold) than last quarter)
        • Best rated = Verint and Radware, followed by Mimecast and Rapid7
        • Worst rated = SecureWorks, followed by Netscout and Symantec
        • Best performer(s) = Splunk (again) and Rapid7
        • Worst performer(s) = NetScout and Varonis (again)
      • IPOs for Q3
        • Ping Identity (IPO price = $15, closed on 9/19 at $20.11)
      • Mergers and Acquisitions for Q3
        • Symantec - $10.7B by Broadcom
        • Carbon Black - $2.1B by VMWare
    • Private Companies
      • Funding in Q3 2019 = $1.086B through August 2019
        • OneTrust = $200M Series A
        • Cybereason = $200M Series E
        • Menlo Security = $75M Series D
        • TrustArc = $70M Series D
        • Kenna Security = $48M Series D
    • Hot Startups
      • NowSecure - Mobile Application Testing
      • Spirion - Data Security
      • Greathorn - Email Security

    SW 25.pngSW 25 vs. NASD.png

    Survey Results

    The results of our Security Weekly 25 Index Survey are in. How did each company fare across these key areas:

    • If you're Not a Customer, who's:
      • Not Interested/Not Considering
      • Demo/Trial/Purchase
    • For Existing Customers, who's:
      • Expanding
      • Terminating
    • For Former Customers, why did you leave:
      • Lack of Features
      • Support Issues
      • Price


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