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.
Free 4 min read
CRWDZS
Stock
ZS
ZS
Delayed
Notes mentioning ZS
2Billings timing flatters one quarter and borrows from the next
Billings in security software swing with contract timing. A strong quarter can simply be a strong renewal calendar.
Free 2 min read