CRWD Update: Cutting Through The Noise – EDR Is Slowing Down But Non-EDR Is Saving The Day
Summary
* It's clear that CRWD's core EDR business is slowing down more
identity
Convequity Cybersecurity Taxonomy - Jun 2023 (Pt.1)
Okta Deep Dive Refresh (Pt.3) & 1Q24 Update
Click the link to access the Google sheet supporting this report's analysis.
Okta Deep Dive Refresh (Pt.2)
Summary
* In Part 1 we covered the intermediate and long-term investor considerations
Okta Deep Dive Refresh (Pt.1)
Summary
* Despite the rivalry with Microsoft and other AM players, Okta continues
Updates - Okta 3Q23
Summary
* Okta is back on track, executing well amid a toughening macro
(Free) Convequity's 20 Min Podcast EP04: OKTA
Click the following link to listen.
https://convequity.larksuite.com/file/boxus0RdJPK3g69v1sZUK4YaUSd
(Free) Okta: Defining An Industry
Read the report for free on Seeking Alpha.