PANW
Themes: OT Security Series (Pt.1) - Securing The Physical World
Summary
* The OT security market is getting hotter and promises to develop into a large submarket of the broader cybersecurity industry.
* Key catalysts for the OT security market are the ongoing ransomware attacks and the recent rate of change in the influence of the CISO.
* There are many players coming
Updates: PANW 3Q23
Investor Guide To SASE (Pt.2)
Reflections On Key SASE Vendors & Gartner SSE MQ Takeaways
Q1 CY23 Overview Of Key Cybersecurity Players. PANW, FTNT, S, NET, ZS & SNOW
Summary
* Quarterly reviews and valuation overview.
* Key tailwinds summary for key cybersecurity players.
* Next report is revisiting the thesis on Okta.
Here are the public companies we cover – mostly cybersecurity names but a few names in adjacent markets. Cybersecurity has not been unaffected by the deteriorating economic climate, but it
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