CyberArk Software Ltd (NAS:CYBR)
$ 243.5 5.2 (2.18%) Market Cap: 10.30 Bil Enterprise Value: 9.58 Bil PE Ratio: 0 PB Ratio: 12.31 GF Score: 86/100

Cyberark Software Ltd at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 03, 2020 / 12:55AM GMT
Release Date Price: $101.7 (-4.82%)
Melissa A. Franchi
Morgan Stanley, Research Division - VP and Research Analyst

I'm Melissa Franchi, cybersecurity analyst here at Morgan Stanley. I'm very happy today to have Josh Siegel, CFO of CyberArk. Thank you, Josh.

Before we get started, let me just read this disclosure. Please note that all important disclosures, including personal holding disclosures and Morgan Stanley disclosures, appear on the Morgan Stanley public website at www.morganstanley.com/researchdisclosures or at the registration desk.

Great. Okay. With that, maybe we can start with a high-level question. We're just coming off the back of the RSA Conference last week. One of the themes that we've talked about in our own research is really how identity is becoming an increasingly important part of the security architecture. And you obviously play in some aspect of sort of identity management.

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