SSE
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&
Updates - Cloudflare 4Q22
Summary
* The NET thesis recap >>> further thoughts on them becoming the first viable alternative to the hyperscalers amid the growing usage of multiclouds environments.
* We take a look at the 4Q22 ER and discuss its enterprise traction and cybersecurity challenges.
* Additionally, we discuss NET benefitting from AI