Recap: Palo Alto Networks - SASE, SASO, & Beyond
Summary
* We did say we would pause from publishing more network security
SASE
Convequity Cybersecurity Taxonomy (Pt 2.1)
Summary
* Since our initial release of Part 1 of the Cybersecurity Taxonomy,
Recap: Fortinet - SASE, SASO, & Beyond
Summary
* This report will be published as a free article on external
Updates: PANW 2Q24 - The New Platformization Play And Its Impact On Competitors
Summary
* Following the 2Q24 call, PANW gapped down ~26%. Unlike other gap
Themes: SD-WAN & SASE Industry Review 2024 (Pt.3)
Summary
* In Part 3 (the final part) we share our thoughts on
Themes: SD-WAN & SASE Industry Review 2024 (Pt.2)
Summary
* As we discussed in Part 1, the landscape will evolve to
Themes: SD-WAN & SASE Industry Review 2024 (Pt.1)
Summary
* SASE is not a universal solution for all networking and security
Updates: FTNT 3Q23 - Is The Panic Justified?
Summary
* The slowdown continues but FTNT still outperforms industry peers. We don&
Updates: FTNT 2Q23 - More Attractive With Private SASE And SD-WAN Story
Summary
* FTNT appears more attractively valued after a substantial expectation reset following
Investor Guide To SASE (Final Pt.6)
Investor Guide To SASE (Pt.5)
