Q3 earnings actually beat expectations - but nobody cared.
Why? The revenue guidance was the problem. And when guidance disappoints, it wipes out everything else.
The market is worried about two things: → Competition in cybersecurity is heating fast → Core business growth is starting to slow down
Strong quarter. Ugly reaction. That's the power of forward guidance.
I think it is just an overreaction. The company is still strong, the cybersecurity industry has never had more potential, so I stay invested! I probably would buy more if my position weren't already full. 💸
