Fortinet Updates: Fortinet - The Convergence of Network, Security, and the Physical World Summary * Fortinet’s single-OS, ASIC-accelerated architecture gives it a durable structural edge
Palo Alto Networks Updates: Palo Alto Networks 1Q25 - Reacceleration Continues (Pt.2) Summary * PANW's strategic acquisitions and innovative product launches, especially in
Fortinet Notes: Fortinet - Striving For SASE Success Summary * Fortinet impressed investors with its 3Q24 performance and updated FY24 guidance,
Supermicro Supermicro (Pt.1) - Understanding SMCI's Differentiation Vs. DELL & ODMs Summary * This is a three-part report on Supermicro. Part 1 discusses its