- With a big Q4 beat on the books, CyberArk (NASDAQ:CYBR) is guiding for Q1 revenue of $25.5M-$26.5M and EPS of $0.04-$0.06, well above a consensus of $22.8M and -$0.08. Likewise, full-year guidance (could prove conservative, given the Q4 numbers) is for revenue of $127M-$130M (23%-26% growth) and EPS of $0.24-$0.27, above a consensus of $114.2M and $0.07.
- With corporate interest in cybersecurity threat-response software surging, license revenue (drives future services revenue) rose 95% Y/Y in Q4 to $24.4M, an acceleration from Q3's 67% growth. Maintenance/professional services revenue rose 57% to $11.9M.
- GAAP operating expenses rose 51% Y/Y to $22.3M. Sales/marketing accounted for $14.8M, R&D $4.2M, and G&A $3.4M.
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CYBR +15.6% AH to $52.80. Shares now +46% since William Blair's Tuesday morning upgrade.
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Q4 results, PR