Investor Guide To SASE (Pt.5)
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Updates: Palo Alto Networks -From Platformization To AI-Native Security & Observability (Pt.1)
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* PANW is well positioned for AI but still not treated as
Updates: Fortinet - The Convergence of Network, Security, and the Physical World
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* Fortinet’s single-OS, ASIC-accelerated architecture gives it a durable structural edge
Notes: Fortinet - Striving For SASE Success
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* Fortinet impressed investors with its 3Q24 performance and updated FY24 guidance,
Updates: Netskope - Can The NewEdge Shake Up SASE & The Broader Enterprise Networking Landscape (Pt.2)
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* In Part 1, we discussed Netskope's data-centric approach to