Palo Alto Networks
Updates: Palo Alto Networks -From Platformization To AI-Native Security & Observability (Pt.1)
Summary
* PANW is well positioned for AI but still not treated as
Updates: Rubrik - Building a Data-Centric Cyber Resilience Moat (Pt.2)
Updates: Rubrik - Building a Data-Centric Cyber Resilience Moat (Pt.1)
Summary
* Rubrik has transformed traditional backup into a high-value cyber resiliency platform,
Notes: Cloud Security Outlook - Revisiting Wiz vs. PANW (Pt.2)
Summary
* Since our deep dive in 2022/23, the cloud security market
Cloud Security Outlook: From Compliance to Real-Time Protection (Pt.1 - CWP)
Summary
* The standard for cloud security has become a comprehensive platform, where
Convequity's Bi-Annual Review (Pt.1)
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