GURU.Markets stock price, segment price, and overall market index valuation
The company's share price NTSK
Netskope, a leader in cybersecurity engineering (SSE), is valued in the private market by the exponential growth in demand for cloud application security. Its potential post-IPO share price will reflect its market leadership.
Share prices of companies in the market segment - Protect info
Netskope is a leader in cloud cybersecurity, providing a SASE platform for data protection and threat prevention in corporate networks. We've categorized it under "Information Security." The chart below shows the demand for cybersecurity solutions.
Broad Market Index - GURU.Markets
Netskope is a leading cloud cybersecurity company that helps organizations protect their data and users when running cloud applications. As a component of the GURU.Markets index, it represents the information security sector. The chart below represents the entire market. See how this company's stock compares to the overall trend.
Change in the price of a company, segment, and market as a whole per day
NTSK - Daily change in the company's share price NTSK
Netskope, Inc.'s daily price change reflects volatility in the cybersecurity sector. The metric demonstrates sensitivity to demand for its cloud data protection solutions and remote work trends.
Daily change in the price of a set of shares in a market segment - Protect info
Netskope, a recent stock market debutant, is a leader in cloud-based cybersecurity (SASE). Following its long-awaited IPO, the company's shares have become part of the highly dynamic tech sector. The chart below shows the average volatility in this industry, serving as an excellent benchmark for assessing NTSK's movements.
Daily change in the price of a broad market stock, index - GURU.Markets
Netskope is a leader in cloud cybersecurity. Demand for its services is constantly growing alongside the rise of digital threats. The company's stock price reflects this trend and is part of the overall technology market pulse, which you can see on this chart.
Dynamics of market capitalization of the company, segment and the market as a whole over 12 months
Annual dynamics of the company's market capitalization NTSK
Netskope, Inc.'s year-over-year performance reflects its leadership in the cybersecurity market, particularly in the SASE (Secure Access Service Edge) segment. As a privately held company, its 12-month valuation is driven by funding rounds, revenue growth, and major contract wins, reflecting the strong demand for cloud application and data protection.
Annual dynamics of market capitalization of the market segment - Protect info
Netskope, a private leader in cloud security (SASE), is growing at a pace likely significantly higher than the public cybersecurity sector. Its valuation trend reflects the enormous demand for data protection in hybrid work environments, making it a key player to watch.
Annual dynamics of market capitalization of broad market stocks, index - GURU.Markets
Netskope, a leader in cybersecurity, operates in a market where demand is virtually unaffected by economic cycles. Its year-over-year market capitalization reflects the growing need for data protection. Cyber threats are only growing, making the company's services critical to any business, ensuring its sustainable growth.
Dynamics of market capitalization of the company, segment and the market as a whole for the month
Monthly dynamics of the company's market capitalization NTSK
Netskope is a leader in cloud-based cybersecurity (SASE). As a privately held company preparing for an IPO, its valuation is driven by growth in aggregate recurring revenue (ARR), the acquisition of large enterprise clients, and overall cybersecurity trends.
Monthly dynamics of market capitalization of the market segment - Protect info
Netskope is a leader in cloud cybersecurity, offering data protection and threat prevention solutions (SASE concept). The chart below shows the overall dynamics of the information security sector, which is critical for modern business.
Monthly dynamics of market capitalization of broad market stocks, index - GURU.Markets
Netskope, Inc. is a leading privately held cybersecurity company (SASE). If publicly traded, its shares would be sensitive to the growing demand for cloud security. Such companies typically outperform the market during periods of growth, but also experience deeper declines during corrections in the tech sector.
Dynamics of market capitalization of the company, segment and the market as a whole for the week
Weekly dynamics of the company's market capitalization NTSK
Netskope, a cybersecurity leader, shares reflect demand for cloud data protection. Weekly price movements (on the secondary market) are sensitive to news about cyberattacks, corporate IT budgets, and competition. The chart below shows how short-term events in the cybersecurity world affect the company's valuation ahead of a potential IPO.
Weekly dynamics of market capitalization of the market segment - Protect info
Netskope is a leader in cybersecurity, particularly in the SASE (Secure Access Service Edge) segment. This is one of the hottest segments in IT. The chart shows how its leadership in this niche allows its stock to outperform the broader software sector.
Weekly dynamics of market capitalization of stocks of the broad market, index - GURU.Markets
Netskope is a cybersecurity company. This chart compares its weekly performance to the broader market. It helps understand how its stock reacts to news about cyberattacks and changes in corporate IT budgets, not just to general market trends.
Market capitalization of the company, segment and market as a whole
NTSK - Market capitalization of the company NTSK
Netskope, Inc.'s valuation in the chart reflects its leadership in the rapidly growing cybersecurity market, particularly in the SASE (Secure Access Service Edge) segment. Its high private market capitalization demonstrates investors' belief that cloud security is critical to modern business.
NTSK - Share of the company's market capitalization NTSK within the market segment - Protect info
Netskope's market share in the information security sector reflects its leadership in SASE (Secure Access Service Edge). Its market share reflects the value of its cloud platform, which helps companies protect their data and users in the era of remote work and cloud applications.
Market capitalization of the market segment - Protect info
Take a look at the chart: it's the total market capitalization of the cybersecurity industry. Netskope, as a leader in SASE (Secure Access Service Edge), is a key player. The dynamics on the chart reflect the growing threats and the massive investments companies are making in protecting their cloud infrastructures.
Market capitalization of all companies included in a broad market index - GURU.Markets
Here's the market valuation of one of the leaders in cybersecurity. Netskope's market cap is a bet on its cloud platform for data protection in the era of remote work. The chart illustrates the enormous importance of information security in today's global digital economy.
Book value capitalization of the company, segment and market as a whole
NTSK - Book value capitalization of the company NTSK
The chart below reflects the value of Netskope's technological foundation. Its assets are not factories, but a global cloud security platform (SSE) that protects data and applications. The dynamics of its book value, which is primarily comprised of raised capital, demonstrates the massive investment in this complex IT infrastructure.
NTSK - Share of the company's book capitalization NTSK within the market segment - Protect info
Netskope's tangible assets are its global network of data centers, which form the core of its cloud security platform (SSE). The chart shows the company's share of this high-tech IT infrastructure, which forms the physical foundation for protecting the data of thousands of corporate clients.
Market segment balance sheet capitalization - Protect info
Compared to the overall IT sector's book value, Netskope looks like an intangible guardian. Its business is cloud security software. The chart shows the tangible world that Netskope protects from the digital world. Its model is not capital-intensive.
Book value of all companies included in the broad market index - GURU.Markets
Netskope is a leader in cloud security (SASE). The company's assets aren't just antivirus software in a box, but a global network of data centers that acts as a "protective shield" for corporate data. The chart below shows the material weight of this cybersecurity infrastructure.
The ratio of market capitalization to book capitalization of a company, segment, and the market as a whole
Market capitalization to book capitalization ratio - NTSK
Netskope is a leader in cloud cybersecurity. Its value lies in its technology platform that protects corporate data. Its market capitalization is a premium on its technological leadership and its crucial role in modern IT infrastructure.
Market to book capitalization ratio in a market segment - Protect info
Netskope, Inc. is a leader in cloud security (SASE). Its value lies in its advanced technology platform that protects corporate data. This chart shows the high premium the market pays for its technological leadership and rapid growth, which far exceeds its tangible assets.
Market to book capitalization ratio for the market as a whole
Netskope is a leading cybersecurity company providing cloud-based data protection solutions (SASE). This chart reflects how investors value their advanced technology, customer base, and rapidly growing market share. A high valuation reflects confidence in their technological leadership.
Debts of the company, segment and market as a whole
NTSK - Company debts NTSK
Netskope, a leader in cloud security (SASE), is using raised capital to fund its rapid growth. This chart shows how the privately held company is actively investing in R&D, a global data center network, and aggressive sales to capture share in one of the hottest cybersecurity markets.
Market segment debts - Protect info
Netskope is a leader in cybersecurity, particularly in the Secure Access Service Edge (SASE) segment. As a private company preparing for an IPO, it is investing heavily in R&D and global infrastructure. This timeline (assuming a private company) would reflect its aggressive growth strategy and market capture through venture debt.
Market debt in general
Debt to book value of the company, segment and market as a whole
The company's debt to book capitalization ratio NTSK
Pattern Group is a company that helps brands sell on global online marketplaces like Amazon. It's a technology and services business. This chart shows how the company is using capital to develop its platform, expand its international network, and potentially acquire other agencies.
Market segment debt to market segment book capitalization - Protect info
Netskope is a leader in cloud security (SASE, SSE), providing data protection and threat protection for companies migrating to the cloud. This chart compares the company's debt to the overall market capitalization of the entire cybersecurity sector. It shows how a major private player finances its innovation and global expansion.
Debt to book value of all companies in the market
Netskope, Inc. is a leader in cybersecurity, particularly in the Secure Access Service Edge (SASE) segment. This sector is rapidly growing, requiring constant innovation. This chart of total market debt helps understand how a privately held company of this size finances its global growth and technological leadership in the fight against ever-increasing cyber threats.
P/E of the company, segment and market as a whole
P/E - NTSK
This chart shows the valuation of Netskope, a leader in cloud cybersecurity. A high P/E is the norm for a company in this sector. It reflects the huge demand for its cloud data protection (SASE) solutions, which drives rapid growth and predictable subscription revenue.
P/E of the market segment - Protect info
Netskope is a leader in cloud cybersecurity. The company provides a SASE (Secure Access Service Edge) platform that protects data and users when accessing cloud applications from anywhere. This chart shows the average rating for the information security sector, reflecting how highly the market values security in the cloud era.
P/E of the market as a whole
Netskope is a leader in cybersecurity, providing a cloud-based platform for data protection and threat prevention (SASE). The company is one of the most prominent players in the private technology market. This chart helps understand how the market as a whole views the cybersecurity sector.
Future P/E of the company, segment and market as a whole
Future (projected) P/E of the company NTSK
Netskope is a leader in cybersecurity, providing a cloud-based platform for data protection and threat prevention (SASE). This graph reflects future revenue expectations, which depend on growing demand for cloud security and the company's ability to compete in the market.
Future (projected) P/E of the market segment - Protect info
Netskope is a leader in cloud security (SASE), despite being a private company. This chart, if public, would compare Netskope's profitability expectations with those of cybersecurity giants. It would reflect investors' confidence in its technological leadership in cloud data protection.
Future (projected) P/E of the market as a whole
Netskope is a leading cybersecurity company specializing in cloud security (SASE). Demand for their solutions is growing as companies migrate to the cloud. This graph, showing corporate profit expectations, is an indicator of future investments in IT and cybersecurity needed to protect these profits in a digital world.
Profit of the company, segment and market as a whole
Company profit NTSK
Netskope is a leader in cloud cybersecurity (SSE/SASE). Its subscription-based revenue depends on companies' ability to protect their data in a remote work environment and cloud-based applications. This chart reflects the rapid growth in demand for cybersecurity solutions, which directly impacts the company's financial performance.
Profit of companies in the market segment - Protect info
Netskope is a leader in cloud security (SASE - Secure Access Service Edge). This chart, showing overall cybersecurity revenue, reflects the shift to cloud computing. Netskope's ability to protect data and users, regardless of location, directly impacts the security and, therefore, the stability of modern digital businesses.
Overall market profit
Netskope is a leader in cloud security (SASE). In a world where corporate data and applications reside in the cloud, protecting this perimeter is becoming critical. Demand for Netskope solutions is growing exponentially, as cybersecurity is a top priority for every business.
Future (predicted) profit of the company, segment and market as a whole
Future (projected) profit of the company NTSK
Netskope is a leader in cloud security (SASE). Future revenue forecasts presented here are dependent on corporate cybersecurity spending. Analysts estimate customer growth and demand for data protection solutions in the context of remote work and cloud technologies.
Future (predicted) profit of companies in the market segment - Protect info
Netskope is a leader in cloud security, providing secure data protection and threat prevention (SASE) solutions. This chart shows overall revenue forecasts for the entire information security sector. It allows you to assess how the company's platform meets the growing demand for protection in the context of hybrid work and cloud migration.
Future (predicted) profit of the market as a whole
Netskope is a cybersecurity leader specializing in cloud data protection (SASE). Cybersecurity spending is a growing priority. This chart is important because during periods of economic growth, companies accelerate their migration to the cloud, requiring new, more advanced data protection solutions, directly driving demand for Netskope products.
P/S of the company, segment and market as a whole
P/S - NTSK
Netskope is a leader in cybersecurity, particularly in the Secure Access Service Edge (SASE) segment. For a private company prior to a potential IPO, this valuation-based metric is key. It reflects the significant premium investors are paying for its technological leadership and rapid revenue growth in the critical cloud security space.
P/S market segment - Protect info
Netskope, Inc. is a leader in cloud security (SASE - Secure Access Service Edge). The company's platform helps organizations protect data and mitigate threats when running cloud applications. This chart reflects the high premium the market is willing to pay for cybersecurity revenue, demonstrating confidence in Netskope's technological leadership and growth.
P/S of the market as a whole
Netskope is a leader in cloud security, providing the Secure Access Service Edge (SASE) platform that protects data and users across cloud applications. This chart shows how the market estimates revenue in the fast-growing and mission-critical cybersecurity sector.
Future P/S of the company, segment and market as a whole
Future (projected) P/S of the company NTSK
Netskope is a leading cybersecurity company specializing in secure cloud environments (SASE). This chart shows how investors value the company relative to its future subscription revenue. It reflects their belief in the exponential growth of demand for cloud security in a hybrid workforce.
Future (projected) P/S of the market segment - Protect info
Netskope is a leader in cybersecurity, offering a cloud-based platform for data protection and threat prevention (SSE/SASE). This chart represents the average estimated future revenue in the information security sector. It helps understand how investors value Netskope's technology amid growing demand for cloud security. (The company is privately held, and the valuation is hypothetical.)
Future (projected) P/S of the market as a whole
Netskope (NTSK) is a leader in cybersecurity, providing cloud-based data protection solutions (SASE). Demand for their services is driven not by economic cycles, but by growing cyberthreats. This graph is important, but for Netskope, the primary driver is the ongoing need for companies to protect their infrastructure.
Sales of the company, segment and market as a whole
Company sales NTSK
Netskope's revenue is generated by being at the forefront of cybersecurity. The company sells a subscription-based cloud platform that protects data and prevents threats while employees work remotely. This growth reflects the global shift to cloud computing and the growing need for companies to ensure security in the new hybrid work environment.
Sales of companies in the market segment - Protect info
Netskope is a leader in cloud-based cybersecurity (SASE). Its fully subscription-based revenue structure demonstrates which of its modules—data protection, cloud access, and private access—are most in demand by enterprise customers protecting their hybrid work environments.
Overall market sales
Netskope, Inc. is a leader in cloud security (SASE). Demand for its solutions is growing as companies migrate their data and applications to the cloud, requiring new approaches to protection. This chart, reflecting overall business activity, illustrates the pace of digital transformation. Economic growth is accelerating the transition to the cloud, increasing the need for Netskope products.
Future sales volume of the company, segment and market as a whole
Future (projected) sales of the company NTSK
Netskope is a leader in cloud cybersecurity (SASE). The company's growth is driven by businesses migrating to the cloud and the need for data protection. This chart reflects analysts' expectations for the rapid growth of the cloud security market and the company's share of it.
Future (projected) sales of companies in the market segment - Protect info
Netskope, Inc. is a leader in cloud security, providing Secure Access Service Edge (SASE) solutions. This chart shows the outlook for the information security sector. It reflects the explosive growth of cloud computing and remote work, making Netskope solutions critical for protecting corporate data.
Future (projected) sales of the market as a whole
Cybersecurity spending forecasts, which are part of the overall expectations in this chart, are important for Netskope. The company provides cloud-based information security solutions. Demand for its services is growing exponentially as businesses migrate to the cloud, requiring increasingly sophisticated security systems.
Marginality of the company, segment and market as a whole
Company marginality NTSK
Netskope is a leader in cloud security, providing SASE (Secure Access Service Edge) solutions. This chart shows the financial results of the rapidly growing SaaS company. Achieving profitability requires a balance between aggressive growth investments and operational efficiency.
Market segment marginality - Protect info
Netskope is a leader in cloud security, providing SASE (Secure Access Service Edge) solutions. The company's profitability depends on the growth of enterprise subscribers to its security platform. This chart shows the average revenue in the software sector. It helps evaluate how successfully Netskope protects data in the cloud.
Market marginality as a whole
Netskope is a leader in cybersecurity, specializing in cloud service security (SASE). Demand for its solutions is growing as companies migrate to the cloud and cyberthreats increase. This chart, reflecting the overall state of business, shows how willing companies are to invest in advanced security solutions, making them a necessity rather than a luxury.
Employees in the company, segment and market as a whole
Number of employees in the company NTSK
Netskope, Inc. is a leader in cloud security, providing SASE (Secure Access Service Edge) solutions. This chart shows its large and growing team of engineers and cybersecurity experts. This growth reflects the high demand for cloud data protection and the company's successful competition in one of the hottest segments of the cybersecurity market.
Share of the company's employees NTSK within the market segment - Protect info
Netskope is a leader in cloud security (SSE, SASE), helping companies protect their data in a hybrid world. This chart shows the share of all elite cybersecurity professionals Netskope attracts. This reflects its technological leadership and dominant position in one of the hottest segments of the IT market.
Number of employees in the market segment - Protect info
Netskope, Inc. is a leader in cloud security (SASE), providing data and threat protection. This chart, reflecting employment in the information security sector, is extremely important. The rapid growth of cybersecurity engineers demonstrates the migration of companies to the cloud and the urgent need for new approaches to protecting distributed data and users.
Number of employees in the market as a whole
Netskope is a leader in cloud security (SASE). Their growth is directly related to companies' migration to the cloud. This total employment chart reflects the scale of this transition. Every new employee working remotely or using cloud applications expands the security perimeter, increasing the need for comprehensive solutions like the Netskope platform.
Market capitalization per employee (in thousands of dollars) of the company, segment, and market as a whole
Market capitalization per employee (in thousands of dollars) of the company NTSK (NTSK)
Netskope, Inc. is a leader in cybersecurity, specifically SASE (Secure Access Service Edge). This is pure "intellectual capital." The company's value comes from its cloud platform, patents, and R&D. This metric reflects how highly investors (currently in the private market) value their technology per engineer.
Market capitalization per employee (in thousands of dollars) in the market segment - Protect info
Netskope is a leader in cloud security (SASE). The company's value lies in its advanced technology platform that protects the data of large corporations. This chart clearly illustrates how the market values companies in the cybersecurity industry, where a small team of elite engineers can create a product worth billions of dollars.
Market capitalization per employee (in thousands of dollars) for the overall market
Netskope is a leader in cybersecurity, specializing in cloud application security (CASB). Value in this sector is created through advanced technologies and threat intelligence. This metric demonstrates the high value the market places on the intellectual capital of a team that creates sophisticated solutions to protect corporate data.
Profit per employee (in thousands of dollars) for the company, segment, and market as a whole
Profit per employee (in thousands of dollars) of the company NTSK (NTSK)
Netskope is a leader in cloud cybersecurity (SSE/SASE). They help companies protect their data while employees work remotely. They're a B2B SaaS company. This graph (likely negative) shows how much the company is spending on each engineer and salesperson to capture share in this hot but competitive sector.
Profit per employee (in thousands of dollars) in the market segment - Protect info
Netskope is a leader in cybersecurity, providing cloud-based data protection solutions. This chart demonstrates the effectiveness of their subscription-based business model. High revenue per employee in this sector speaks to a strong technology product that is in demand and allows them to serve thousands of clients globally without a corresponding increase in staff.
Profit per employee (in thousands of dollars) for the market as a whole
Netskope (NTSK) is a privately held company and a leader in cloud-based cybersecurity (SSE, SASE). It is a SaaS business. This chart illustrates the classic SaaS model: the platform's high scalability allows for increased client base without a corresponding increase in staff, resulting in high profit per employee.
Sales to employees of the company, segment and market as a whole
Sales per company employee NTSK (NTSK)
Netskope is a leader in cloud security (SASE). This chart demonstrates the tremendous efficiency of their SaaS model. Their high revenue per employee reflects the critical importance of cybersecurity for business and the company's ability to serve thousands of customers worldwide.
Sales per employee in the market segment - Protect info
Netskope is a leader in cloud-based cybersecurity (SASE). They protect corporate data in the cloud. They are a B2B SaaS company. This chart shows how scalable their SaaS platform is. Their team's productivity is reflected in their ability to generate annual recurring revenue (ARR) from thousands of clients without inflating their engineering staff.
Sales per employee for the market as a whole
Bank First (BFC) is a community bank operating in Wisconsin, focusing on relationships with small businesses and individual clients. It operates under a traditional banking model. This chart is a performance indicator for the bank, reflecting the revenue (interest and fees) generated by each employee. Banks strive to increase this metric by automating routine tasks and allowing employees to focus on more profitable operations.
Short shares by company, segment and market as a whole
Shares shorted by company NTSK (NTSK)
Netskope (NTSK) is a major private player in cloud cybersecurity. This ticker is likely a placeholder, but if it were public, short sellers could reflect its high valuation and fierce competition from Palo Alto Networks and Zscaler.
Shares shorted by market segment - Protect info
Netskope (NTSK) is a leader in cloud-based cybersecurity (SASE), protecting corporate data. The chart below shows the aggregate short position in the cybersecurity sector. It shows whether investors expect IT budget growth to slow or believe threats will force companies to spend even more on security.
Shares shorted by the overall market
Netskope is a cybersecurity company. While "security" is a necessity, when this fear indicator rises, investors anticipate a recession. Companies are slashing their IT budgets, opting for must-have subscriptions from giants, while niche projects from smaller (albeit powerful) players are being shelved.
RSI 14 indicator for a company, segment, and market as a whole
The company's RSI 14 indicator NTSK (NTSK)
This chart for Netskope (pre-IPO) is an indicator of confidence in cybersecurity. The company is a leader in cloud security (SASE). "Overheating" (above 70 on the secondary market) occurs amid rising cyberthreats and reports of rapid revenue growth. A high valuation and competition from Palo Alto/Zscaler may cause investors to cool off.
RSI 14 Market Segment - Protect info
Netskope is a cybersecurity giant, a leader in cloud security (SASE). The "Protect info" (cybersecurity) sector thrives on fear. RSI_14_Seg is the sector's "fear and greed" indicator. It helps us understand whether NTSK's valuation (if public) reflects their dominance or general hype.
RSI 14 for the overall market
Netskope (NTSK), a cybersecurity company, uses this chart as an indicator of IT budgets. During periods of euphoria, companies invest in growth and plug security holes. During moments of panic, on the one hand, budgets are cut, but on the other, chaos and layoffs (insider threats) make cybersecurity the last thing they cut.
Analyst consensus forecast for the company's share price, the segment, and the market as a whole
Analyst consensus stock price forecast NTSK (NTSK)
Netskope (NTSK) is a leader in cloud cybersecurity (SSE/SASE), helping companies protect data in hybrid environments. This chart shows the average target price. It reflects analysts' belief in the exponential growth of the cloud security market and Netskope's strong competitive position.
The difference between the consensus estimate and the actual stock price NTSK (NTSK)
Netskope (NTSK) is a cybersecurity titan. Their cloud platform (SSE/SASE) protects company data in a world of remote work and cloud applications. This chart illustrates the analyst community's opinion on the company's future. It measures the distance between the stock price and the target, reflecting their belief in their leadership in cloud security.
Analyst consensus forecast for stock prices by market segment - Protect info
Netskope is a cybersecurity unicorn. It's a leader in cloud security (SSE, SASE), helping companies protect data when employees work from anywhere. This chart shows general expectations for the information security sector, reflecting whether experts believe in a comprehensive shift to cloud security.
Analysts' consensus forecast for the overall market share price
Netskope (NTSK) is a next-generation cybersecurity giant. They are leaders in SASE, a technology that protects company data while employees work from the cloud and home. This chart shows economic expectations. It reflects the extent to which analysts believe IT cybersecurity budgets will remain "sacred" even during a recession.
AKIMA index of the company, segment and market as a whole
AKiMA Company Index NTSK
Netskope is a cybersecurity heavyweight. They are a leader in the hot SSE (Security Service Edge) sector—a cloud-based firewall that protects data and users (not buildings) in the era of hybrid work. This chart is a summary of their growth story. It reflects their (very rapid) ARR (subscription) growth and their battle with the giants (Zscaler, Palo Alto).
AKIMA Market Segment Index - Protect info
Netskope is a leader in cloud-based cybersecurity (SASE). They protect company data while employees work remotely and use cloud applications. They act as a guard at the network edge. This chart compares their composite index to the sector, showing how their information protection outperforms the competition.
The AKIM Index for the overall market
Netskope is a leader in cloud security (SASE), protecting data and applications in the cloud. This chart, which reflects the market average, is just a backdrop. It helps assess how Netskope, a key cybersecurity player, stacks up against overall macroeconomic trends and IT budgets.