Red flag: The CEO implied that there is a pricing war, among cyber security vendors---"Customers want more for their bucks". In this case, For the same sales volumn, they generate less dollar revenues, pressuring their margin and profit.
Green light: But their cash flow is still very strong, Cyber security is still a secular growth story, and US gov, are keeping spending heavily. AI does increase the demand for cyber security.
Just want to share some information here, No recommendation.
