Jordan Klein
Jordan Klein
across believe best brand combine dominant enable field globe increasing leader market markets networks offers recognized security share starting upside
They're a leader already in their field with dominant market share, they're recognized as the brand leader of security. Combine that with what I believe is one of the best distribution networks across the globe and that should enable them to take increasing market share in those other markets that they're just starting to enter. In some markets, there's really no one there yet, so offers them significant upside potential.
august cautionary combined customers growth hands july next rates realize sitting soft talking
I think that with a very soft July and August in Europe, combined with customers sitting on their hands for the next quarter, there's just no way CA can get to the growth rates that they were talking about before and I think that they probably realize that and will be more cautionary about near-term growth.
gives offering revenue volatile
This offering gives ISS a more predictable revenue stream, which is important in today's volatile market.