Convequity

Tech equity research that truly understands product, architecture, and vision. SaaS companies related to cybersecurity, data management, and productivity.

Q1 CY23 Overview Of Key Cybersecurity Players. PANW, FTNT, S, NET, ZS & SNOW

14 min read

Mar

Monday.Com: 4Q22 Update & Deep Dive Revisit

26 min read

Mar

SVB & It's Implications

1 min read

Mar

SVB Collapse - How Does It Affect The Cybersecurity Peak Fragmentation Thesis?

6 min read

Mar

Area 1 – Cloudflare’s Secret Weapon For SASE Success

15 min read

Featured articles

Cloud Security Series Round-Up Report

Cloud Security Series #1: Pre-IPO, Orca Security

(Free) Cycles Of Innovation

SentinelOne – Data Engineering Brings In Paradigm Shift To The Security Industry

Q1 CY23 Overview Of Key Cybersecurity Players. PANW, FTNT, S, NET, ZS & SNOW

Monday.Com: 4Q22 Update & Deep Dive Revisit

SVB & It's Implications

SVB Collapse - How Does It Affect The Cybersecurity Peak Fragmentation Thesis?

Area 1 – Cloudflare’s Secret Weapon For SASE Success