PANW
Cloud Security Series #5: Pre-IPO, Aqua Security
Summary
* Aqua Security is the 5th name we've deeply covered in the thriving cloud security market.
* Aqua has a very broad platform but there are question marks over its quality versus Palo Alto Network's Prisma Cloud.
* Whereas Wiz and Orca are significant rivals to Prisma Cloud&
Cloud Security Series #2: Pre-IPO, Lacework
Summary
* Lacework has an interesting backstory culminating in an All-Star leadership team and a staggering $1.3bn raised in November 2021. But right now, the company is going through tough times.
* Nonetheless, the startup has a novel approach to cloud security and is worth learning about to further an
Cloud Security Series #4: Pre-IPO, Wiz
Summary
* This Wiz report continues the series of cloud security analysis whereby thus far we've deep dived into Orca Security, Lacework, and Prisma Cloud.
* Analysing Wiz's explosive success is very insightful for evaluating the key trends in cloud security.
* We compare Wiz to PANW's
Updates - Palo Alto Networks 1Q23
Summary
* Despite marginal signs of macro headwinds, PANW remains resilient, delivering a great balance of growth and cash flow.
* Management have acknowledged toughening conditions but have increased their guidance – signaling they feel confident competing in a deteriorating economic climate.
* We do a usual strategy recap – breaking down the business and
Cloud Security Series #3: Palo Alto Networks - Prisma Cloud
Summary
* Prisma Cloud will be critical for PANW strengthening its foothold in the centre of infrastructure security.
* The four pillars of IT infrastructure are compute, storage, networking, and security. Prisma Cloud has a great chance of becoming the number one supercloud for the latter.
* Over time, we expect Prisma Cloud&
Cloud Security Series #1: Pre-IPO, Orca Security
Intro to Cloud Security Private Names
In this Pre-IPO section, we are going to dive into Orca Security's product, assess its impact on the market, and try to predict its future status on the road to a potential IPO.
Cloud Security is a hot theme for cybersecurity