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Aqua security

Cloud Security Series #5: Pre-IPO, Aqua Security

Summary * Aqua Security is the 5th name we've deeply covered in the thriving cloud security market. * Aqua has a very broad platform but there are question marks over its quality versus Palo Alto Network's Prisma Cloud. * Whereas Wiz and Orca are significant rivals to Prisma Cloud's future dominance, we consider Aqua a second tier CNAPP vendor. * Nonetheless, for those interested in Palo Alto Networks and gaining a better understanding of its high growth cloud security market, this report w
29 min read 13 Jan 2023
Snowflake
45 min read 30 Dec 2022

Snowflake - Apple Of MDS - Part 2

Summary * SNOW's lead on the computer engine side is still there, but not guaranteed as others are catching up fairly quickly. * SNOW's proprietary storage format plus native support for Iceberg is a strong strategy against Databricks and many other players. * SNOW's moat and business
SentinelOne
17 min read 20 Dec 2022

Updates - SentinelOne 3Q23

Summary * Even amid deteriorating macro conditions, S’ business is proving highly scalable from a front-end deployment perspective and a back-end data processing perspective. * This enables S to rapidly amass customers and also enables enterprise customers to quickly ramp up their usage of SentinelOne. * Management have factored in cautiousness
Zscaler Equity Research Report (Oct 2020)
ZS
1 min read 15 Oct 2020

Zscaler Equity Research Report (Oct 2020)

Click the link to read the report.

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