Timothy Horan's questions to Radware Ltd (RDWR) leadership • Q4 2024
Question
Timothy Horan asked about the market trend of bundling security with CDN and compute, as seen with competitors like Cloudflare and Akamai, and whether customers prefer integrated platforms or best-in-class solutions. He also requested more detail on Radware's go-to-market improvements.
Answer
President and CEO Roy Zisapel affirmed that Radware offers an integrated platform for application and data center protection, bundling WAF, DDoS, API, and bot protection in tiered packages. However, he clarified that Radware does not bundle compute, as its target enterprise customers prioritize best-in-class security. Regarding go-to-market, Zisapel highlighted a strengthened direct-touch sales motion in North America, complemented by a scaling strategy focused on channel partners, MSSPs, and OEMs.