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cybersecurity

PANW

Cloud Security Series #3: Palo Alto Networks - Prisma Cloud

Summary * Prisma Cloud will be critical for PANW strengthening its foothold in the centre of infrastructure security. * The four pillars of IT infrastructure are compute, storage, networking, and security. Prisma Cloud has a great chance of becoming the number one supercloud for the latter. * Over time, we expect Prisma Cloud's unit economics to make significant contributions to PANW's overall profitability. * In this report we dive into what makes up the Prisma Cloud platform, discuss its
21 min read 14 Nov 2022
NET
13 min read 10 Nov 2022

Updates - Cloudflare 3Q22

Summary * Despite an overall positive 3Q22, the deceleration in QoQ growth has concerned investors who thought Cloudflare was shielded from a possible recession. * The dual focus of cybersecurity and the enterprise segment has to a large degree helped Cloudflare maintain high growth amid economic challenges. * In the near-term, the
OKTA
1 min read 06 Mar 2022

(Free) Convequity's 20 Min Podcast EP04: OKTA

Click the following link to listen. https://convequity.larksuite.com/file/boxus0RdJPK3g69v1sZUK4YaUSd
OKTA
25 min read 03 Mar 2022

(Free) Okta: Defining An Industry

Read the report for free on Seeking Alpha.
Zscaler Equity Research Report (Oct 2020)
ZS
1 min read 15 Oct 2020

Zscaler Equity Research Report (Oct 2020)

Click the link to read the report.

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