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SASE

ChatGPT SASE Catalyst For Netskope

ChatGPT SASE Catalyst For Netskope

Summary * Netskope is SASE leader that has raised $1.4bn and will probably proceed with an IPO when economic uncertainty subsides and the markets recover somewhat. * In this short note, we discuss how ChatGPT will be a strong catalyst for Netskope outperforming the current SASE leader, Zscaler. * We discuss Netskope's two competitive advantages - its data-centric security and its global network - and the likely resurgence of importance of CASB within the SASE industry. Hypothetically, if Ne

8 min read 07 Apr 2023

Q1 CY23 Overview Of Key Cybersecurity Players. PANW, FTNT, S, NET, ZS & SNOW

14 min read 24 Mar 2023

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

Area 1 – Cloudflare’s Secret Weapon For SASE Success

15 min read 08 Mar 2023

Area 1 – Cloudflare’s Secret Weapon For SASE Success

Summary * In April 2022, Cloudflare acquired next-gen email security startup, Area 1 Security. * Area 1 has a truly cutting-edge technology stack geared toward offensive/preemptive security – similar in philosophy to shift-left but for combating email-based attacks. * Combined with NET’s talent, culture, and global network, Area

17 min read 13 Feb 2023

Updates - Fortinet 4Q22

Zscaler Equity Research Report (Oct 2020)

1 min read 15 Oct 2020

Zscaler Equity Research Report (Oct 2020)

Click the link to read the report.

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