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February 17, 2010

What's missing? Profitability

Forescout released its annual things are great, another record setting year release today. Just in time for RSA and the press briefings they have scheduled I am sure. I have written about this kind of thing in the past.

To be fair Forescout talked about how many new customers they added (they claim 150), about how big Frost and Sullivan says the NAC market will be in 2015 (295m. What a fall from the billion dollar market called for by 2011) and that they are second to Cisco in the market (highly debatable). But no mention of record revenues.

But what is the most important not mentioned? Profits. Revenue is great, but when you are a 12 year old company, profitability is kind of required. Gord, you really want to impress me announce that you have achieved profitability and are not burning money every month.


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