Palo Alto Networks
SVB & It's Implications
Summary
* As a quick follow-on from the previous SVB content, Simon provides some audio with explanations as to what happened at SVB.
* Additionally, he shares his views on how the SVB ramifications will play out over the course of the next few months and quarters.
* TL;DR - this is
SVB Collapse - How Does It Affect The Cybersecurity Peak Fragmentation Thesis?
Summary
* A brief account of what has happened with the winding up of SVB.
* We consider the potential contagion effects.
* We assess the impact on the recent cybersecurity peak fragmentation thesis we published in early February.
Intro
This is Jordan here – the one half of the Convequity team. My research
Cloud Security Series Round-Up Report
Summary
* Cloud security is among the hottest areas of cybersecurity and has huge TAM potential.
* It's a great growth driver for PANW, which is why we've conducted extensive research into the market.
* This is a report to round-up the research thus far into the cloud
Zscaler Equity Research Report (Oct 2020)
Click the link to read the report.