Confluent Confluent - Data Streaming Platform To Triumph The Middleware Industry (Pt.1) Summary * Confluent is the category-defining vendor in the data streaming space with
valuation Valuation Analysis: Rule of X vs. Multiples Summary * Reports on Confluent, Rubrik's IPO, and Match Group are
SaaS Reflections: Platform Vs. Point BoB In Enterprise Tech Summary * The debate between focused startups and compounded startups in the enterprise
PANW Recap: Palo Alto Networks - SASE, SASO, & Beyond Summary * We did say we would pause from publishing more network security
cybersecurity taxonomy Convequity Cybersecurity Taxonomy (Pt 2.1) Summary * Since our initial release of Part 1 of the Cybersecurity Taxonomy,
PLTR Update: PLTR – The LLM Enabler For Enterprise (Pt.2) Summary * AIP is PLTR's catalyst to roaring success, though in
4Q24 Updates: SNOW 4Q24 - Leadership Change, Competition, GTM, AI Talent War (Pt.2) Summary * In Part 2 we dive into SNOW's products, both
FTNT Recap: Fortinet - SASE, SASO, & Beyond Summary * This report will be published as a free article on external
SNOW Notes - SNOW New CEO & Strategy Review Summary * Frank Slootman's leadership has long been viewed as critical
2Q24 Updates: PANW 2Q24 - The New Platformization Play And Its Impact On Competitors Summary * Following the 2Q24 call, PANW gapped down ~26%. Unlike other gap