Security spending is defensive until the budget holder changes
It traded at 250.05, +0.53% today. The idea that security budgets never get cut has not actually been tested in a proper downturn.
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Stock
NET
NET
Delayed
Notes mentioning NET
3Usage is the first line a budget trims
Usage-based pricing grows automatically when customers do well. When they tighten budgets, it is also the first cost they can cut without a contract.
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The rule of forty describes a business, not a price
Growth plus margin above forty is a useful test of a software company's health. It says nothing about what the shares should cost.
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