Palo Alto Networks
Notes: MITRE ATT&CK Round 6 Results - SentinelOne Still Leads, Palo Alto Still Underappreciated, Microsoft Okay, & Consolidation Continues
Summary
* The MITRE ATT&CK Round 6 results highlight the performance
Updates: Palo Alto Networks 1Q25 - Reacceleration Continues (Pt.2)
Summary
* PANW's strategic acquisitions and innovative product launches, especially in
Updates: Palo Alto Networks 1Q25 - Reacceleration Continues (Pt.1)
Summary
* Palo Alto Networks (PANW) faced volatility in 2024 but showcased resilience
Notes: Fortinet - Striving For SASE Success
Summary
* Fortinet impressed investors with its 3Q24 performance and updated FY24 guidance,
Notes: Fortinet - Huge Promise With Notable Caveats From The Lacework Acquisition
Summary
* Mid-2024 cybersecurity M&A saw surprising acquisitions with Wiz attempting
Updates: Netskope - Can The NewEdge Shake Up SASE & The Broader Enterprise Networking Landscape (Pt.2)
Summary
* In Part 1, we discussed Netskope's data-centric approach to
Updates: Netskope - Data-Centric Approach To Cybersecurity (Pt.1)
Summary
* In this Part 1 of Updates, we discuss Netskope's
Updates: Wiz - The PANW Prisma Cloud Rivalry; Head-To-Head Comparison
Summary
* Wiz's more unified platform gives it a notable advantage
Notes: Wiz - The Cloud Security Decacorn Challenging Palo Alto Networks
Summary
* Wiz has achieved phenomenal success competing against the giant Palo Alto
Updates: Cloudflare - The Three S-Curves (Pt.4) - 1Q24 Overview, SASE GTM Dynamics, & Valuation
Summary
* In the final part of the Cloudflare series we discuss the
Updates: Cloudflare - The Three S-Curves (Pt.2) - NET's SASE Strengths In CASB, SD-WAN, & Beyond
Summary
* In Part 2 we discuss Act 2, Cloudflare's entrance