network security
Updates - Cloudflare 4Q22
Summary
* The NET thesis recap >>> further thoughts on them becoming the first viable alternative to the hyperscalers amid the growing usage of multiclouds environments.
* We take a look at the 4Q22 ER and discuss its enterprise traction and cybersecurity challenges.
* Additionally, we discuss NET benefitting from AI
Updates - Fortinet 4Q22
Cybersecurity Review 2023
Zscaler Equity Research Report (Oct 2020)
Click the link to read the report.