NSFOCUS Technologies Group (SZSE:300369) Overview: NSFOCUS Technologies Group provides internet and application security services, including DDoS protection, web security, threat monitoring, and managed cybersecurity solutions for carriers and enterprises.
Trend Micro (TSE:4704) Overview: Trend Micro provides cybersecurity platforms and services that protect endpoints, cloud workloads, networks, email, data, and consumer devices worldwide.
The bigger question for Trend Micro is how far this shift in how its products are sold and consumed eventually feeds into earnings power.
"Accelerating adoption of cloud technologies and the shift toward unified, integrated platforms continues to support N-able's end to end cyber resilience offering.
Growing contributions from data protection and security operations are expected to influence ARR growth and top-line revenue mix."