綠盟科技(300369.SZ):去年在SaaS相關領域收入增速遠超出公司營收增速
格隆匯5月30日丨綠盟科技(300369.SZ)於2023年5月26日15:30-17:30參加分析師會議,公司表示,公司去年發佈的“T-OneCloud”整合了現有各環節安全產品的能力,本質上是為企業提供SaaS化的整體服務。過去三年越來越多的客户,特別是企業客户願意接受SaaS服務方式,因為企業開始意識到沒有足夠的人來運營這些安全產品,只有借用安全公司的專業能力,通過SaaS連接,才能有效地解決問題。公司在SaaS相關領域為客户提供網站安全監測、SASE,以及今年2月份發佈的外部攻擊面管理(EASM),目前推出兩個月已經有50-60個客户試用,20多個客户簽單。
公司去年在SaaS相關領域收入增速遠超出公司營收增速。如果只算狹義的遠程SaaS服務,去年應該不到1個億,佔總營收5%左右。雖然基數還比較低,但SaaS化是一個發展的趨勢。
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