Equity Field Notes from temporal sources

[DanWebzster]

TENB is subscription-based cyber security software company that has filed for an IPO.

51% YoY Rev growth

71% of Revs are derived from recurring subscriptions.

Growth profile comparable to the recent Zscaler IPO, which has been notably successful

One negative is that the company spent $.66 of every dollar of revenue in the last Q on marketing.