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CSCO + SPLK - A Financial Engineering Driven Deal (Pt.1)
SPLK

CSCO + SPLK - A Financial Engineering Driven Deal (Pt.1)

Summary * SPLK, an old guard in the SIEM market, commands significant market share. However, its legacy architecture is at risk from emerging cloud-native alternatives. * On the surface, CSCO's reasons for the acquisition may appear unconvincing. Yet, by enhancing operational efficiency, there's potential for unlocking significant shareholder value. * The market response has been largely pessimistic. While there are clear financial gains available, SPLK's product competitiveness in the long
26 min read 26 Oct 2023
SentinelOne
22 min read 20 Jan 2023

SentinelOne Vs CrowdStrike

Summary * CRWD's endpoint security moat will continue to be solid, but S1's competitive advantages will close the gap in the years to come. * We compare CRWD and S1 within the endpoint space across a number of categories, providing a detailed summary of their differences. * CRWD is
Aqua security
29 min read 13 Jan 2023

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&

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