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Corero Network Security Sees Strong ARR Growth Amid Revenue Shift

Story Highlights
  • Corero Network Security’s ARR grew by 25% in H1 2025 due to increased DDPaaS sales.
  • The shift to DDPaaS sales impacts immediate revenue but improves long-term visibility.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Corero Network Security Sees Strong ARR Growth Amid Revenue Shift

Elevate Your Investing Strategy:

Corero Network Security ( (GB:CNS) ) just unveiled an update.

Corero Network Security reported a 25% growth in Annualised Recurring Revenues (ARR) for the first half of 2025, driven by increased sales of its DDoS Protection as-a-Service (DDPaaS) solutions. Despite this growth, the company’s revenue for H1 2025 is expected to be lower than the previous year due to a weaker macroeconomic environment and a shift from upfront capex license sales to DDPaaS solutions, which are recognized over the contract’s life. This transition has led to a decrease in immediate revenue and EBITDA but enhances long-term revenue visibility and customer retention. Corero’s order intake rebounded in Q2 2025, and the company remains optimistic about sustained ARR growth, supported by a growing pipeline and recent CORE deployments.

The most recent analyst rating on (GB:CNS) stock is a Buy with a £24.00 price target. To see the full list of analyst forecasts on Corero Network Security stock, see the GB:CNS Stock Forecast page.

Spark’s Take on GB:CNS Stock

According to Spark, TipRanks’ AI Analyst, GB:CNS is a Outperform.

Corero Network Security’s strong valuation and positive corporate events drive its high score. While financial performance shows growth, the negative free cash flow and bearish technical indicators suggest caution. The stock’s undervaluation and strategic expansions underpin its potential.

To see Spark’s full report on GB:CNS stock, click here.

More about Corero Network Security

Corero Network Security is a prominent provider of DDoS protection solutions, offering real-time, automated detection and mitigation with comprehensive network visibility and analytics. The company protects critical infrastructure across various deployment models, including inline, edge, and hybrid cloud, and is developing CORE, an observability and resiliency ecosystem. Corero operates from centers in Marlborough, Massachusetts, USA, and Edinburgh, UK, with headquarters in London. It is listed on the London Stock Exchange’s AIM market and the US OTCQX Market.

Average Trading Volume: 191,120

Technical Sentiment Signal: Hold

Current Market Cap: £75.54M

Find detailed analytics on CNS stock on TipRanks’ Stock Analysis page.

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