SentinelOne
Part 1: CRWD Update - Revisiting The Strategy And Competition With MSFT & S
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
Cloud Security Series Round-Up Report
Summary
* Cloud security is among the hottest areas of cybersecurity and has huge TAM potential.
* It's a great growth driver for PANW, which is why we've conducted extensive research into the market.
* This is a report to round-up the research thus far into the cloud
Cybersecurity Review 2023
SentinelOne Vs CrowdStrike
Summary
* CRWD's endpoint security moat will continue to be solid, but S1's competitive advantages will close the gap in the years to come.
* We compare CRWD and S1 within the endpoint space across a number of categories, providing a detailed summary of their differences.
* CRWD is
Cloud Security Series #5: Pre-IPO, Aqua Security
Summary
* Aqua Security is the 5th name we've deeply covered in the thriving cloud security market.
* Aqua has a very broad platform but there are question marks over its quality versus Palo Alto Network's Prisma Cloud.
* Whereas Wiz and Orca are significant rivals to Prisma Cloud&