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I mean come on, how long will WOS keep posting these long rambling posts full of speculation and nonsense and his five paid bots will like it. Jeez
100k shares bought back yesterday. share repurchase is 100% running again
What area of cyber security do you believe they have the best product in?? Playing catch-up ?? The cyber security field existed long below dt came along. Their unsupervised product is novel but there is no tech product that doesn't need R and D. Every one is moving and dark is standing still.
My view is my view, I am short on the company in the form of a spread bet. The lack of R and D is one of the reasons I am confident in that position.
I think i understand darktrace more than most.
This financial year growth massively falls. Next year growth is almost flat.
At some point darktrace will have to come to terms that their massively overinflated sales team is pointless and they should have been doing r and d like everyother tech company.
Management at dark are clueless
pointless share buy back, pointless r and d, 100s millions on sales.
You must be a bot or a ramper
Below the 350 resistance, let's see where we are in a month
Or is i predict the march to 320 continues
Ramper clowns rejoice your leader has returned.
I wonder when sales and marketing spend at dark trace will finally be questioned.
They spend far too much on it and as growth slows seems more and more inefficent
Early days but a large jump down on market open
MB gravy train continues.
I read that she can be forced to testify in the uk. Might not be pretty viewing
Short position duncoding. Opened at 410. In the money now but hoping for more when those results hit
After the first quarter comes out i predict we will be nose diving. Dont buy the tale of two halves. When you spend 300 mill on marketing how can you justify that
So darktrace said this half would be the bad half and the next half the good half.
Hmmmm
This sales company is pretending to be tech. How much can you spend on sales
I find it strange they havent tried to get some chat bot out. But then again that costs a fair chunk of money
I do what i want, dont worry about me .
Block me or keep it quite.
The whole image just does not work. Darktrace has a state of the art ai product made on the back on such small r and d spending. I am more inclined to believe that it is a poor product with a huge marketing budget. Growth is slowing and soon darktrace will have to justify this huge marketing and sales spend.
It is all about product. A good product sells itself a bad one needs 250 mill of sales spending.