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Originally Posted by Malachii
Curious: Why do you think there's about to be a lot of demand for optical tap space solutions?
I'm a total layman in this area, but their Q1 revenue was only up 4% year over year and their guidance was apparently underwhelming, since their stock fell by 16%. Granted the company is still showing a lot of revenue growth on an annualized basis and Q1 could have just been a slow quarter, but what do you see as a catalyst for significant future demand? Just increased awareness of cyber threats in general, or is there some new product / secular trend in how networks are setup that you think they'll be able to benefit from?
It has to do with technological/security maturity. Lots of companies/government entities are not monitoring traffic properly due to difficulty, skills gaps, etc. This area will continue to grow just due to how immature it is.
Those that are already monitoring will transition to taps from span solutions due to ease and better performance.
I don't want to go too deep down the technical rabbit hole but that's the four sentence gist of it.