- After the announced sale of the Products segment (FireEye), the market is still struggling to understand both the growth and product strategy for Mandiant (Remainco).
- While the market is worried that FireEye will be selling some attractive assets (Helix, Cloudvisory), we reveal that FireEye's supply of data and insights won't reduce.
- This analysis explains why the product strategy is the key to driving multiple expansion in the coming quarters.
- Maintaining a bullish outlook as management has more flexibility to guide the business narrative.
For further details see:
FireEye: Product Strategy Largely Misunderstood, Maintaining A Bullish Outlook