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SD-WAN

Notes: Fortinet - Striving For SASE Success

Notes: Fortinet - Striving For SASE Success

Summary * Fortinet impressed investors with its 3Q24 performance and updated FY24 guidance, and set an optimistic tone for the upcoming Investor Day on the 18th November. * Key growth drivers include Unified SASE and Security Operations, with significant contributions from cross-selling within the Secure Networking installed base. * Upcoming product refresh cycle in 2025/26 could drive a substantial turnaround in product growth. * Fortinet's strategic acquisitions and focus on data-centric

Notes: Netskope - A Unique Background Among SASE

02 Aug 2024 Netskope

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

Themes: SD-WAN & SASE Industry Review 2024 (Pt.3)

14 Feb 2024 SD-WAN

Themes: SD-WAN & SASE Industry Review 2024 (Pt.3)

Summary * In Part 3 (the final part) we share our thoughts on SASE and which vendors will prosper as various trends merge with SASE. * We discuss SASE and overlapping trends such as AIOps, XDR/MDR, WANaaS, SASO (Convequity's term), and browser security. * Companies discussed include PANW, FTNT, NET,

Themes: SD-WAN & SASE Industry Review 2024 (Pt.2)

29 Jan 2024 SASE

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 landscape

Themes: SD-WAN & SASE Industry Review 2024 (Pt.1)

15 Jan 2024 SD-WAN

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

Updates: FTNT 3Q23 - Is The Panic Justified?

10 Nov 2023 FTNT

Updates: FTNT 3Q23 - Is The Panic Justified?

Summary * The slowdown continues but FTNT still outperforms industry peers. We don't see FTNT's competitiveness in decline, and expect the company to gain further market share over the long-term. * After the expectation reset, FTNT's risk-reward looks way more favourable. Most of the downside seems

Updates: FTNT 2Q23 - More Attractive With Private SASE And SD-WAN Story

08 Aug 2023 FTNT

Updates: FTNT 2Q23 - More Attractive With Private SASE And SD-WAN Story

Summary * FTNT appears more attractively valued after a substantial expectation reset following its latest earnings release. * Short-term headwinds persist for the next four quarters due to higher comparables, supply-demand imbalances, and normal seasonality. * FTNT's long-term growth areas, including SASE, SD-WAN, OT, and non-FortiGate products, strengthen its competitive positioning.

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