Hendi Susanto covers the technology sectors. According to Mr. Susanto, cybersecurity continues to be a core issue, and it continues to evolve in both intensity and nature. In addition to cybersecurity companies adopting subscription models, Mr. Susanto sees a trend toward security platforms. These platforms give companies a competitive advantage over standalone solutions and allow them to develop new functionalities that can be added to the same platform.
Full interview available here.
Interview Highlights: Alex Henderson of Needham & Company on Data Hosting Centers and Data Storage
September 21, 2016
Interview Highlights: David B. Rodgers of Robert W. Baird & Co. on Data Hosting Centers and Data Storage
September 20, 2016
Interview Highlights: Ryan Hutchinson of Guggenheim Securities on Data Hosting Centers and Data Storage
September 20, 2016
Interview Highlights: Erik Suppiger of JMP Securities on Data Hosting Centers and Data Storage
September 21, 2016
Interview Highlights: Michael Genovese of MKM Partners on Data Hosting Centers and Data Storage
September 22, 2016