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What We Learned from Q2 Cybersecurity Earnings


By: R. Scott Raynovich

The recent Q2 earnings season shed some new light on the competitive positioning of companies providing enterprise network and cloud security products.

Public cybersecurity companies are of particular interest to investors, as many of them have produced robust returns over the past few years. However, with the markets under pressure and technology slowdowns coming into focus, there may soon be a reckoning for some of these stocks.

The cybersecurity market includes cloud network security players such as Zscaler and Cloudflare; firewall vendors such as Fortinet, Palo Alto Networks, and Check Point; and traditional networking vendors such as Cisco and Juniper who have expanded into network security with acquisitions and product expansions.

But that’s not all! Content delivery networking (CDN) provider Akamai, which competes directly with Cloudflare, has made security a major focus. And VMware, a leader in cloud and datacenter management, has expanded on the security front with the acquisition of Carbon Black as well as the addition of networking microsegmentation.

Zscaler and Cloudflare Lead Cloud Security

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