The company makes a software platform that allows its clients to protect their information-technology systems, in addition to helping them comply with government regulations. The platform collects data from across client networks so they can rapidly identify, prioritize and respond to compliance violations or cyber security attacks. Whether regulation-happy Congressional Democrats create new rules or the Pentagon continues to spend more on Internet protections, ArcSight could come out on top.
ArcSight beat fiscal first-quarter expectations in early September, and the industry now is entering its seasonally strongest period. With the federal government’s fiscal yearend budget flush possibly boosting company sales and next quarter typically being a good one for software companies, ArcSight’s in a bit of a sweet spot.
“This is a good period for owning the stock,” Cramer said.
The company has an analyst day on Tuesday, but Cramer wanted the inside scoop beforehand. So he invited CEO Tom Reilly onto the show. Watch the video for the full interview.
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