Ping

Look….in the nicest way possible. I have no clue what the f%& Ping is doing. The strategy around the ForgeRock and Ping products seems shaky at best, and it just doesn’t seem like they’ve figured out their way forward post merger. Can they? Absolutely they can. Will they? Their strength right now seems to be in the CIAM area, DaVinci is a strong product and has shown to deliver value to customers quickly. But again, acquisitions are hard and figuring out the strategic direction of the ForgeRock products and the Ping products will be their biggest challenge.