Ryan Koontz's questions to Radware Ltd (RDWR) leadership • Q4 2024
Question
Ryan Koontz asked if the reacceleration in cloud ARR was primarily due to go-to-market changes in the Americas or broader channel efforts. He also questioned the current competitive landscape compared to a year ago and inquired about any new ecosystem integrations that are aiding sales.
Answer
President and CEO Roy Zisapel attributed the broad-based cloud ARR growth to success in North America, international markets, and strong performance from OEM partners like Cisco and Check Point. Competitively, he stated Radware excels with its superior security algorithms and automation, positioning it well against competitors like Cloudflare and Akamai. On integrations, Zisapel mentioned ongoing enhancements with partners and new integrations with SIEM systems, often driven by customer requests, which increases product stickiness.