Notes: Fortinet - Huge Promise With Notable Caveats From The Lacework Acquisition
Summary
* Mid-2024 cybersecurity M&A saw surprising acquisitions with Wiz attempting to acquire Lacework before Fortinet emerging as the buyer, catching many off guard.
* Lacework's downfall began in 2022 due to management decisions, lack of differentiation, and challenges in cost-effectiveness and product development.
* Fortinet's acquisition of Lacework could potentially fill gaps in its cloud security portfolio, improve its GTM efforts, and leverage Lacework's valuable data infrastructure
