Investment Thesis
Proofpoint (PFPT) is in a unique position to rapidly grow its revenue over the coming years. There are a number of catalysts including positive macro trends as more companies move towards the cloud, and there is a focus on security. There is scope to expand across the entire world. Acquisitions have also allowed PFPT to expand its offering, with emerging products adding more revenue and increasing the total market size.
Catalysts
Macro Trends
PFPT has been able to generate solid demand for its products because of how effective they are. PFPT