cybersecurity
Investor Guide To SASE (Pt.3)
Investor Guide To SASE (Pt.2)
Part 1: CRWD Update - Revisiting The Strategy And Competition With MSFT & S
Q1 CY23 Overview Of Key Cybersecurity Players. PANW, FTNT, S, NET, ZS & SNOW
Summary
* Quarterly reviews and valuation overview.
* Key tailwinds summary for key cybersecurity
SVB Collapse - How Does It Affect The Cybersecurity Peak Fragmentation Thesis?
Summary
* A brief account of what has happened with the winding up
Area 1 – Cloudflare’s Secret Weapon For SASE Success
Summary
* In April 2022, Cloudflare acquired next-gen email security startup, Area 1