Competitive Pressure And ValuationAnalyst cautions that intensifying competition from larger networking and semiconductor vendors, together with a premium valuation versus peers, reduces upside potential despite product momentum.
Leadership TransitionAnalyst flags the planned CFO transition to an advisory role as a source of short-term leadership uncertainty that could affect investor confidence during a critical growth phase.
Operating Expenses And MarginsAnalyst warns that a material step-up in operating expenses tied to an acquisition and elevated R&D spending will pressure gross margins and limit the company’s ability to convert revenue growth into earnings leverage.