Security Money – BSW #147 | SC Media

Security Money – BSW #147

October 16, 2019



It's our quarterly security money segment and we'll review the Security Weekly 25 index.

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Security Money

Security Weekly 25 Index updates, including:

  • Public Companies
    • Changes to the SW25 Index:
      • Replaced Carbonite with CrowdStrike
      • Replace Carbon Black with Ping Identity
    • At the close on October 11th:
      • SW25 Index is 1049.19, which is an increase of 4.92% (down from last Q) for 2019
      • NASDAQ Index is 8057.04, which is an increase of 21.43% (down from last Q) for 2019
    • Summary of earnings from Q3 2019
      • Revenue beat by 2.05% on average (up from last Q)
      • Earning beat by 14.48% on average (up from last Q)
      • Average analyst rating is 1.71 (weaker Buy, almost a Hold) than last quarter)
      • Best rated = Verint and Radware, followed by Mimecast and Rapid7
      • Worst rated = SecureWorks, followed by Netscout and Symantec
      • Best performer(s) = Splunk (again) and Rapid7
      • Worst performer(s) = NetScout and Varonis (again)
    • IPOs for Q3
      • Ping Identity (IPO price = $15, closed on 9/19 at $20.11)
    • Mergers and Acquisitions for Q3
      • Symantec - $10.7B by Broadcom
      • Carbon Black - $2.1B by VMWare
  • Private Companies
    • Funding in Q3 2019 = $1.086B through August 2019
      • OneTrust = $200M Series A
      • Cybereason = $200M Series E
      • Menlo Security = $75M Series D
      • TrustArc = $70M Series D
      • Kenna Security = $48M Series D
  • Hot Startups
    • NowSecure - Mobile Application Testing
    • Spirion - Data Security
    • Greathorn - Email Security

SW 25.pngSW 25 vs. NASD.png


[caption id="attachment_210" align="alignleft" width="120"]Jason Albuquerque Jason Albuquerque - CISO[/caption] [caption id="attachment_210" align="alignleft" width="120"]Matt Alderman Matt Alderman - CEO[/caption]



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