FTNT Update: More Attractive With Private SASE And SD-WAN Story
Summary
* FTNT appears more attractively valued after a substantial expectation reset following
SASE
Investor Guide To SASE (Final Pt.6)
Investor Guide To SASE (Pt.5)
Investor Guide To SASE (Pt.4)
Investor Guide To SASE (Pt.3)
Investor Guide To SASE (Pt.2)
Investor Guide To SASE (Pt. 1)
Summary
* In Part 1 of Convequity's Investor Guide to SASE, we discuss
Reflections On Key SASE Vendors & Gartner SSE MQ Takeaways
ChatGPT SASE Catalyst For Netskope
Summary
* Netskope is SASE leader that has raised $1.4bn and will
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