InvestorWaves
NTSKCybersecuritymoderate signal

Customers are consolidating more security functions

Rising multi-product adoption indicates that enterprises are increasingly willing to expand security-platform relationships across adjacent use cases. This supports the cybersecurity theme of platform consolidation, though the quote does not establish relative vendor share gains.

SASESSEplatform consolidationcross-sell
In addition to our early success in AI security, our platform selling motion continues to drive momentum across our SSE and SASE business, with customers increasingly adopting more products across our Netskope One portfolio. The number of customers spending more than $100,000 in ARR during Q2 grew 23% year-over-year, and 59% of our customers are now using four or more Netskope One products, up from 51% a year ago.
Sanjay BeriChief Executive Officer · Netskope Inc · Q2 fiscal 2027

Who it touches

  • NTSKbullish

    Platform adoption is broadening within the installed base, supporting cross-sell and retention.

  • ZSbullish

    The trend supports demand for integrated SSE and SASE platforms rather than isolated security products.

  • FTNTbullish

    Broader platform adoption and SASE momentum are favorable to vendors participating in consolidated security architectures.

About this signal

Theme
Cybersecurity
Company
Netskope Inc
Category
technology
Call
Q2 fiscal 2027

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