cybersecurity
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 players.
* Next report is revisiting the thesis on Okta.
Here are the public companies we cover – mostly cybersecurity names but a few names in adjacent markets. Cybersecurity has not been unaffected by the deteriorating economic climate, but it
SVB Collapse - How Does It Affect The Cybersecurity Peak Fragmentation Thesis?
Summary
* A brief account of what has happened with the winding up of SVB.
* We consider the potential contagion effects.
* We assess the impact on the recent cybersecurity peak fragmentation thesis we published in early February.
Intro
This is Jordan here – the one half of the Convequity team. My research
Area 1 – Cloudflare’s Secret Weapon For SASE Success
Summary
* In April 2022, Cloudflare acquired next-gen email security startup, Area 1 Security.
* Area 1 has a truly cutting-edge technology stack geared toward offensive/preemptive security – similar in philosophy to shift-left but for combating email-based attacks.
* Combined with NET’s talent, culture, and global network, Area