Radware Ltd at Needham Technology & Media Conference (Virtual) Transcript
Hi, my name is Alex Henderson. I'm the Networking and Security Analyst at Needham. It's a pleasure to have Radware here, one of my longest covered companies. And it's a particular pleasure to have Roy Zisapel. We're going to do a few slides but mostly a Q&A.
This is a company that I think is right at the cusp of starting to break out. And if you look at it from a perspective of valuing the portion of their business that's high-growth security versus the portion that is more of the traditional business, putting a security multiple on that piece, we actually can come up with some pretty good valuation upside here.
So with that, Roy, welcome. It's good to see you.
Thanks a lot, Alex, for the kind words. And let me cover our story shortly. So what are the investor highlights? First, we're targeting a major market opportunity. I will discuss it but it's delivering and protecting mission-critical applications. We are a leader in data center
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