Notes: Cloud Security Outlook - Revisiting Wiz vs. PANW (Pt.2)
Summary
* Since our deep dive in 2022/23, the cloud security market has consolidated around two clear leaders - PANW and Wiz - making them the focus of Part 2.
* We examine Wiz’s evolution and strategy to understand the trajectory of cloud security and the capabilities that legacy vendors must adopt to stay competitive.
* We highlight how Wiz has extended its scanning foundation into effective runtime protection, creating a more unified and synergistic CNAPP.
* We assess the growing importa