FTNT Recap: FTNT - SASE, SASO, & Beyond Summary * This report will be published as a free article on external
SD-WAN Themes: SD-WAN & SASE Industry Review 2024 (Pt.3) Summary * In Part 3 (the final part) we share our thoughts on
SASE Themes: SD-WAN & SASE Industry Review 2024 (Pt.2) Summary * As we discussed in Part 1, the landscape will evolve to
SD-WAN Themes: SD-WAN & SASE Industry Review 2024 (Pt.1) Summary * SASE is not a universal solution for all networking and security
OT security Themes: OT Security Series (Pt.3) - Tenable Summary * Part 3 of the OT Security Series doubles up as an
FTNT Updates: FTNT 3Q23 - Is The Panic Justified? Summary * The slowdown continues but FTNT still outperforms industry peers. We don&
analysis Revenue Per Employee Vs Head Count Growth Analysis Summary * Comparing revenue per employee and head count growth is useful for
FTNT Updates: FTNT 2Q23 - More Attractive With Private SASE And SD-WAN Story Summary * FTNT appears more attractively valued after a substantial expectation reset following
OT security Themes: OT Security Series (Pt.1) - Securing The Physical World Summary * The OT security market is getting hotter and promises to develop