Cloud ARR GrowthThe highlights were the accelerating 24% Cloud ARR growth year over year from 21% in the previous quarter, accompanied by 28% growth in North America as a result of the GTM realignment.
Competitive DifferentiationAnalyst is more positive on RDWR's outlook as the company reaccelerates Cloud ARR growth, and sees opportunity for RDWR to differentiate as major competitors are distracted by new product initiatives outside of security.
Growth DriversManagement sees plenty of growth runway in North America, in addition to AI capabilities driving new customer engagements and its DefensePro X refresh as key growth drivers.