Convequity
  • Client Home
  • Free Content
Sign in Subscribe

platformization

Reflections: Platform Vs. Point BoB In Enterprise Tech
SaaS

Reflections: Platform Vs. Point BoB In Enterprise Tech

Summary * The debate between focused startups and compounded startups in the enterprise tech industry continues, with differing views among investors. * Focused startups argue that specialization and excellence in one area is key to competitive edge and survival. * Compounded startups believe that creating a platform of interdependent solutions can provide better performance, user experience, and total cost of ownership. Focused vs. Compounded During 2021-22, internally, with clients, and
14 min read 14 Apr 2024
Updates: PANW 2Q24 - The New Platformization Play And Its Impact On Competitors
2Q24
28 min read 28 Feb 2024

Updates: PANW 2Q24 - The New Platformization Play And Its Impact On Competitors

Summary * Following the 2Q24 call, PANW gapped down ~26%. Unlike other gap downs in the past, this was driven by management's radically new strategy as opposed to an earnings miss. * Contrary to what the market has priced-in, the new platformization strategy is very likely to put huge

Subscribe to Convequity

Don't miss out on the latest news. Sign up now to get access to the library of members-only articles.
Convequity
Convequity

Independent equity research mapping the AI value chain.
Where the silicon meets the spreadsheet.

Site
  • Latest
  • Subscribe
  • About
Connect
  • X / Twitter
  • LinkedIn
  • Substack
  • Email
Legal
  • Terms of Use
  • Privacy
Convequity © 2026