By Equity Research in OT security — Jul 17, 2023 Themes: OT Security Series (Pt.2) - Armis, Dragos, Claroty
Palo Alto Networks Updates: Palo Alto Networks -From Platformization To AI-Native Security & Observability (Pt.2)
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
CNAPP Cloud Security Outlook: From Compliance to Real-Time Protection (Pt.1 - CWP) Summary * The standard for cloud security has become a comprehensive platform, where
OT security Trump’s Trade Reset and the Hidden Tailwinds for Tech Summary * Trump’s aggressive tariff agenda is creating strategic optionality for the