RDWR (Radware Ltd) — In-Depth Stock Review
From ... · 7:13
Show by tyrone
RDWR — Stock Briefing 1. Business & Competitive Position Radware Ltd (RDWR, USD listing) builds application and infrastructure protection for cloud and on‑prem environments — WAF, API security, bot management, DDoS scrubbing (DefensePro X) and a growing set of AI‑focused runtime protections (Xploit Shield, MCP Server Protection, Agent Trust Management). Revenue mix is shifting toward recurring cloud subscriptions (cloud ARR reported at USD 107m, ~41% of total ARR) while on‑prem appliance/subscription sales remain meaningful and benefit from an installed‑base refresh cycle. Competitive set is the large, fragmented AppSec/DDoS market (Akamai/Prolexic, Cloudflare, F5/NGINX, Imperva, AWS/Azure native services and specialist API/bot start‑ups). Radware’s positioning is specialty platform depth (DDoS + WAF + API + now AI protections) and a hybrid go‑to‑market (direct, OEM, MSSP). Recent…
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