Convequity Cybersecurity Taxonomy (Pt 2.1)
Summary
* Since our initial release of Part 1 of the Cybersecurity Taxonomy,
Fortinet
Recap: Fortinet - SASE, SASO, & Beyond
Summary
* This report will be published as a free article on external
Themes: SD-WAN & SASE Industry Review 2024 (Pt.3)
Summary
* In Part 3 (the final part) we share our thoughts on
Themes: SD-WAN & SASE Industry Review 2024 (Pt.2)
Summary
* As we discussed in Part 1, the landscape will evolve to
Themes: SD-WAN & SASE Industry Review 2024 (Pt.1)
Summary
* SASE is not a universal solution for all networking and security
Updates: FTNT 2Q23 - More Attractive With Private SASE And SD-WAN Story
Summary
* FTNT appears more attractively valued after a substantial expectation reset following
Themes: OT Security Series (Pt.2) - Armis, Dragos, Claroty
Themes: OT Security Series (Pt.1) - Securing The Physical World
Summary
* The OT security market is getting hotter and promises to develop
Investor Guide To SASE (Pt.3)
SVB & It's Implications
Summary
* As a quick follow-on from the previous SVB content, Simon provides
SVB Collapse - How Does It Affect The Cybersecurity Peak Fragmentation Thesis?
Summary
* A brief account of what has happened with the winding up