Nikesh Arora
👤 SpeakerAppearances Over Time
Podcast Appearances
Two hours feels like, and I think all of our attention spans are being trained to like be way shorter than that.
Even an hour and a half is like working out.
Like it's hard.
Okay.
I think the market is not paying attention to our numbers carefully.
We just completed our largest acquisition in CyberArk.
We had a great quarter.
Our numbers are across every known consensus metric.
The market is not understanding that our guidance for the next two quarters includes CyberArk.
If you take the consensus of CyberArk and ours, you're actually getting above the collective consensus, but the market hasn't understood the dilution of shares.
So I think they have it wrong.
I think the market is not paying attention to our numbers carefully.
We just completed our largest acquisition in CyberArk.
We had a great quarter.
Our numbers are across every known consensus metric.
The market is not understanding that our guidance for the next two quarters includes CyberArk.
If you take the consensus of CyberArk and ours, you're actually getting above the collective consensus, but the market hasn't understood the dilution of shares.
So I think they have it wrong.
I think the market is not paying attention to our numbers carefully.
We just completed our largest acquisition in CyberArk.