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 as networking, security, and compute converge across cloud, edge, and data centers.
* Dual AI tailwinds—securing AI workloads and AI-enabling SecOps—position Fortinet as one of the few vendors leveraged to both the AI data
Notes: Netskope - A Unique Background Among SASE
Summary
* This updated Netskope research is split into one Notes and two Update reports.
* We've been bullish on Netskope's future SASE leadership since 2021. In this series we discuss Netskope's inherent advantages that have assisted the company in becoming a SASE leader.
* We discuss
Recap: Palo Alto Networks - SASE, SASO, & Beyond
Summary
* We did say we would pause from publishing more network security content for a while, and we do have alternative content on the way. Though, this is a free article we have published elsewhere. It serves as a recap to our previous Palo Alto Networks content and we think
Recap: Fortinet - SASE, SASO, & Beyond
Summary
* This report will be published as a free article on external investment websites. However, we think the content serves as good high-level recap to our recently published research on SD-WAN and SASE and last year's Investor Guide to SASE, in which FTNT heavily features in
Themes: SD-WAN & SASE Industry Review 2024 (Pt.2)
Summary
* As we discussed in Part 1, the landscape will evolve to a much broader market than SASE, as WANaaS and hybrid/multicloud networking is incorporated.
* In Part 2 we share our thoughts on the SD-WAN side of SASE and extend the trends and competitor analysis to the broader
Themes: SD-WAN & SASE Industry Review 2024 (Pt.1)
Summary
* SASE is not a universal solution for all networking and security needs. In Part 1 we explain SASE's limited scope within the larger realm of secure networking.
* The landscape of distributed cloud networking includes WAN Edge, WAN Middle Mile, and Cloud/Application Edge categories, each with its