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No. of Recommendations: 4
Hi Bobby,

Great points and I agree ZS subject this more than anyone else.. however, like you said, looking at how easy it is to disrupt ZS, we have no sign of it.. even legacy model model supplier in security - box supplier like PANW - are growing today. And there is no evidence of any one else anywhere near ZS capabilities in the market today. But you are right, it is one to keep a constant watch..

On your note on companies considering switching cost as an upfront issue and therefore resisting / slow adoption of MDB, SMAR would be an issue if thats really affecting their growth. More important point is they are growing at very high rate and they have a built-in proliferation in the customers they already have a foot in the door.

TTD is opposite - they will have low resistance to get customers right away and low resistance to lose them.

So you can expect all those companies growth - even when they decelerate at some point (they will) - you can expect a more linear trend.. it just won't fall off the cliff.

TTD - can fall off the cliff and you wouldn't know until they did.
This is what happened with previous great thing in AdTech - that was Criteo.

Here is an article worth reading for investors in TTD.
https://www.fatrader.com/p/analysis/TradeDesk-400-Outlier-Du...

At the end, TTD is a very different beast compared to other enterprise SW stack companies favored on this board and one should be cognizant of that with respect to growth expectations and competitive dynamics. That's all I meant to convey.
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