Great In depth analysis. As a cyber analyst I had not heard of this company prior to IPO. I am struggling to find this company compelling. When I turn to cyber security subreddits its mostly negative or average feedback:
I am not convinced by any interviews with the CEO and for me a 7% churn and 98% retention rate confirms all I need to know for this company. At current valuation I am not interested.
Love it, Chirag!! Thank you for the analysis
Great In depth analysis. As a cyber analyst I had not heard of this company prior to IPO. I am struggling to find this company compelling. When I turn to cyber security subreddits its mostly negative or average feedback:
https://www.reddit.com/r/cybersecurity/search?q=darktrace&restrict_sr=1
and
https://www.reddit.com/r/sysadmin/comments/b83sp4/darktrace_review/
I am not convinced by any interviews with the CEO and for me a 7% churn and 98% retention rate confirms all I need to know for this company. At current valuation I am not interested.