FTNT
Reflections On Key SASE Vendors & Gartner SSE MQ Takeaways
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
Updates - Fortinet 4Q22
Cybersecurity Review 2023
Updates - Fortinet 2Q22 - Early Signs Of Macro Headwinds But Long-Term Sound
No Great News = Bad News
The headline for FTNT does not look great. Fortinet falls 16% as outlook drags down security stocks (NASDAQ:FTNT) Posting a no surprise ER, in a time when investors are in the risk-off mode, triggered a selloff in the shares of more than 16%