Difference between revisions of "BSWEpisode147"

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[[File:SW 25.png|400px]][[File:SW 25 vs. NASD.png|400px]]
[[File:SW 25.png|400px]][[File:SW 25 vs. NASD.png|400px]]
= Survey Result =
= Survey Results =
The results of our Security Weekly 25 Index Survey are in.  How did each company fare across these key areas:
The results of our Security Weekly 25 Index Survey are in.  How did each company fare across these key areas:

Revision as of 13:25, 14 October 2019

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

Episode Audio


  • 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 .

  • Announcements

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    • Our next webcast is February 13th with Sri Sundaralingam, Vice President, Product and Solutions Marketing at ExtraHop where we will discuss Cloud Native Network Detection and Response! Register for our upcoming webcasts by visiting securityweekly.com, selecting the webcast drop down from the top menu bar and clicking registration.

    Security Money

    Security Weekly 25 Index:

    • 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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