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Verint: The Hurdle Is Greater Than Anticipated

Apr. 11, 2021 2:13 PM ETVerint Systems Inc. (VRNT)2 Comments
Kayode Omotosho profile picture
Kayode Omotosho


  • Verint is now fully focused on the customer engagement market after the spin-off of the cyber intelligence unit.
  • The profitability profile and competitive posture of the new business are appealing.
  • The big concern is the huge reinvestment rate given the unpredictable nature of consumers in its addressable market.
  • The market is right to discount these concerns.

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Verint System's (NASDAQ:VRNT) valuation is similar to a popular development in which the market is slow to digest a tech company's shift to a subscription/cloud model. Similar examples can be found at Teradata (

This article was written by

Kayode Omotosho profile picture
Kayode's strategy aligns only with businesses that have competitive moats, solid financials, good management, and minimal exposure to macro headwinds.-------------------------------------Coverage tilted towards tech stocks (IoT, Cybersecurity, Cloud, DevOps, Data management)

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Comments (2)

Is VRNT really a good long term play as compared to PEGA? I greatly appreciate your views. Thanks
Tony Montana Munich profile picture
Thanks for the article, I am invested since 5 years now.
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