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Palo Alto Networks

Updates: Netskope - Data-Centric Approach To Cybersecurity (Pt.1)

Updates: Netskope - Data-Centric Approach To Cybersecurity (Pt.1)

Summary * In this Part 1 of Updates, we discuss Netskope's data-centric approach to cybersecurity and how it appears to be providing a competitive edge versus other SASE rivals. * In Part 2, which will be published in two days, we compare Netskope's NewEdge global network and make detailed comparisons to Palo Alto Networks, Zscaler, and Cloudflare. * Send us an email at service@convequity.com if you have any queries. Overview Year founded: Netskope was founded in 2012 by Sanjay Beri (CEO)

16 min read 05 Aug 2024

Updates: Cloudflare - The Three S-Curves (Pt.4) - 1Q24 Overview, SASE GTM Dynamics, & Valuation

15 min read 06 Jun 2024

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 1Q24 results and the lack of GAAP EBIT improvements that may become an issue for investors. * We discuss the dynamics compelling Cloudflare to execute a new GTM strategy more conducive for enterprise network security. * We provide a valuation

Updates: Cloudflare - The Three S-Curves (Pt.2) - NET's SASE Strengths In CASB, SD-WAN, & Beyond

9 min read 25 May 2024

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 in enterprise networking and network security, and point out their strengths and weaknesses within SASE. * Part 3 will cover Act 3, Cloudflare's edge compute offering and we will review the competition. * In Part 4 we'

Convequity Cybersecurity Taxonomy (Pt 2.2)

16 min read 05 May 2024

Convequity Cybersecurity Taxonomy (Pt 2.2)

Summary * In Part 2.2 we discuss the dynamics of the network security industry, which serves as a useful reference for public and private investors. * We discuss why network security is slow-moving and favours the incumbents, and why some vendors get away with making exaggerated claims. * We also discuss

Recap: Palo Alto Networks - SASE, SASO, & Beyond

24 min read 09 Apr 2024

Recap: Palo Alto Networks - SASE, SASO, & Beyond

Summary * We did say we would pause from publishing more network security content for a while, and we do have alternative content on the way. Though, this is a free article we have published elsewhere. It serves as a recap to our previous Palo Alto Networks content and we think

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