Themes: SD-WAN & SASE Industry Review 2024 (Pt.3)
Summary
* In Part 3 (the final part) we share our thoughts on SASE and which vendors will prosper as various trends merge with SASE.
* We discuss SASE and overlapping trends such as AIOps, XDR/MDR, WANaaS, SASO (Convequity's term), and browser security.
* Companies discussed include PANW, FTNT, NET, ZS, MSFT, VMware/Broadcom, Netskope, Cato Networks, and Perimeter 81.
Thoughts on SASE 2023
* PANW has a high vision score due to its CloudGenix acquisition being allocated within Prisma SA
