深信服(300454.SZ):XaaS化是公司創新的方向之一,客户接受程度越來越高,目前營收佔比還比較小
格隆匯5月12日丨深信服(300454.SZ)於2023年5月12日下午15:00-16:30召開2022年度網上業績説明會,問答環節中,就“公司網安業務22年以及23Q1表現比較差,公司會如何來保證今年重新回到正常增長?公司這兩年一直在轉型XaaS化,請問下目前進展怎麼樣?客户接受度怎麼樣?XaaS類業務在營收中佔比大約多少?”,公司回覆稱,公司的網安業務一直追求的目標是創新和高質量發展,過去兩年公司的網安業務也在堅持投入技術創新和產品創新,我們相信隨着市場的進一步成熟,公司的網安業務會重回增長的軌道。XaaS化是公司創新的方向之一,客户的接受程度越來越高,目前營收佔比還比較小。
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