Cyber security investing results

For those of you like me who might be invested in Fortinet and for those of us who are in other cyber security players including CYBR there were a couple of results announcements last night which provide some potential read across.

Both were beats on revenues and earnings. There was one potential storm cloud on the horizon - both for the first time in a long time showed revenue increases ahead of billing increases.

Fortinet- http://seekingalpha.com/news/3175904-fortinet-beats-0_03-bea…
http://seekingalpha.com/pr/16466068-fortinet-reports-first-q…

Barracuda - http://seekingalpha.com/news/3175887-barracuda-networks-beat…
http://seekingalpha.com/pr/16466043-barracuda-reports-fourth…

Ant

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My Gov customer is spending a lot on on security this year. Juniper firewalls, labor etc. No big tools like Fireeye or Cyber. Will need to upgrade our old SourceFire tool, which was taken over by Cisco a couple years back.