Pssst. Wanna keep an eye on what people are up to?
It doesn't really matter if you're a government agency or a business; both sectors have need of so-called "actionable intelligence," and that's where Verint Systems
For the second quarter, the company intercepted about 24% more revenue because strong security sales offset relatively weaker business intelligence revenue. The company also managed better margins for the period and operating income rose 43% for the quarter. Although the company doesn't offer a cash flow statement with its earnings release, eyeballing the balance sheet suggests that free cash flow is trending positive for the first half of the year.
A majority-owned subsidiary of Comverse Technology
Some investors may see a lot of similarities in NICE Systems
I like what Verint does, and I don't see any imminent slowdown in the demand for business intelligence or government intelligence and security. What I don't like is the price. They're certainly not the only fish in this particular sea -- competing with the likes of Honeywell
More of our particular brand of business intelligence:
Fool contributor Stephen Simpson has no financial interest in any stocks mentioned (that means he's neither long nor short the shares).