SASO
Updates: Fortinet - The Convergence of Network, Security, and the Physical World
Summary
* Fortinet’s single-OS, ASIC-accelerated architecture gives it a durable structural edge
Notes: Netskope - A Unique Background Among SASE
Summary
* This updated Netskope research is split into one Notes and two
Recap: Palo Alto Networks - SASE, SASO, & Beyond
Summary
* We did say we would pause from publishing more network security
Recap: Fortinet - SASE, SASO, & Beyond
Summary
* This report will be published as a free article on external
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 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)
Investor Guide To SASE (Pt.4)
