Recap: Palo Alto Networks - SASE, SASO, & Beyond
Summary
* We did say we would pause from publishing more network security
cybersecurity
Updates: PANW 2Q24 - The New Platformization Play And Its Impact On Competitors
Summary
* Following the 2Q24 call, PANW gapped down ~26%. Unlike other gap
CSCO + SPLK - A Financial Engineering Driven Deal (Pt.3)
Summary
* In Part 3 and the final part, we navigate the competitive
Updates: FTNT 3Q23 - Is The Panic Justified?
Summary
* The slowdown continues but FTNT still outperforms industry peers. We don&
CSCO + SPLK - A Financial Engineering Driven Deal (Pt.2)
Summary
* In Part 2 we discuss the implications for arbitrageurs and CSCO
CSCO + SPLK - A Financial Engineering Driven Deal (Pt.1)
Summary
* SPLK, an old guard in the SIEM market, commands significant market
Updates: CRWD - Cutting Through The Noise – EDR Is Slowing Down But Non-EDR Is Saving The Day
Summary
* It's clear that CRWD's core EDR business
Updates: PANW 4Q23 (Audio)
Summary
* Not a great quarter, but not a bad one neither. PANW
Themes: OT Security Series (Pt.2) - Armis, Dragos, Claroty
Convequity Cybersecurity Taxonomy - Jun 2023 (Pt.1)
Themes: OT Security Series (Pt.1) - Securing The Physical World
Summary
* The OT security market is getting hotter and promises to develop
