Cybersecurity
451 Views

Navigating the cybersecurity doldrums in 2016 and beyond

While the broader SaaS stocks have recovered from Q1 lows, I couldn’t help but wonder why IT security companies haven’t bounced back [see Figure 1]. There is a lot of confusion and skepticism among investors, and they have good reason to be wary. The security sector is oversaturated. A shakeout is inevitable, and scores of […]

Cybersecurity
141 Views

Navigating the cybersecurity doldrums in 2016 and beyond

While the broader SaaS stocks have recovered from Q1 lows, I couldn’t help but wonder why IT security companies haven’t bounced back [see Figure 1]. There is a lot of confusion and skepticism among investors, and they have good reason to be wary. The security sector is oversaturated. A shakeout is inevitable, and scores of […]