May. 12 at 7:02 AM
$TLS Been bullish on this name for some time.
Few key takeaways from earnings:
-About
$500M in their pipeline for 2026
-Secure Networks segments makes up only 3.7% of their revenue and saw a gross margin improvement
-Security Solutions makes up the other 96.3%, which grew 96% this qtr
-ID management programs grew 78% YoY
-Valuation has fallen while fcf and revenue grow
Been a shareholder for a year and am more bullish than ever