Competitive Pressure In Browser SecurityEnterprise browser security is highly competitive with well-funded players and recent strategic acquisitions by larger vendors, which could limit market share gains.
Financial Terms And Funding ConcernsUndisclosed deal terms, with payment mainly in cash and partly in stock, could create near-term cash flow strain or potential dilution considerations.
Integration Timeline RiskIntegration of acquired businesses will take time, so meaningful contributions to recurring revenue are unlikely until integration completes.