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2morrowsGains

02/08/22 4:07 PM

#94861 RE: 2morrowsGains #94859

CSPI, WSTG...Hoping the comments from ATEN's report a couple weeks ago bode well for CSPI & WSTG this year (Side Note: I am currently not invested in ATEN).
Here were their comments from the earning's PR...

"We are capturing market share and delivering growth that outpaces the overall market due to rapidly accelerating demand for our security-led solutions, as cyber threats continue to increase across the globe," said Dhrupad Trivedi, President and Chief Executive Officer of A10 Networks. "As a result, we delivered record product sales and accelerating recurring revenue."

- "Long-term deferred revenue increased 13.6% in the quarter, outpacing total revenue growth, and our security solutions grew more than 22%, demonstrating our strong position in the cybersecurity ecosystem."
https://finance.yahoo.com/news/a10-networks-reports-13-organic-210600764.html
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hweb2

02/08/22 4:16 PM

#94863 RE: 2morrowsGains #94859

I've got a little CSPI. The backlog increase last quarter was encouraging, as was the insider buying. But I just don't see them posting great results. Not for a few more quarters at least. Hope I'm wrong. Seems like at best it'll be a breakeven quarter on a slight revenue increase. Don't see that moving the stock. Plus the year ago quarter had a large 1-time gain.