Convequity Cybersecurity Taxonomy (Pt 2.1)
Summary
* Since our initial release of Part 1 of the Cybersecurity Taxonomy,
ZS
Recap: Fortinet - SASE, SASO, & Beyond
Summary
* This report will be published as a free article on external
Updates: PANW 2Q24 - The New Platformization Play And Its Impact On Competitors
Summary
* Following the 2Q24 call, PANW gapped down ~26%. Unlike other gap
Themes: SD-WAN & SASE Industry Review 2024 (Pt.3)
Summary
* In Part 3 (the final part) we share our thoughts on
Rule of 40 Ranking with Investment Notes
Themes: OT Security Series (Pt.1) - Securing The Physical World
Summary
* The OT security market is getting hotter and promises to develop
Investor Guide To SASE (Pt.2)
Reflections On Key SASE Vendors & Gartner SSE MQ Takeaways
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
A Technical Overview Of Segmentation – The Panacea To Stopping Ransomware
Founders Comparison: CHKP's Shwed Vs PANW's Zuk. What It Means For Zscaler
(Free) Fortinet: An Alternative Play On The SASE Narrative - ASIC Powers Multiple Catalysts, $200 Target Price
Read the report for free on Seeking Alpha.
Executive Summary
ASIC advancements,