ZS
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
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
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Executive Summary
ASIC advancements, SD-WAN capabilities, impressive Fabric third-party ecosystem, and recent acquisitions to bolster automation, machine learning capabilities, and SASE, have all come together to form a very appealing approach to security that will support strong revenue growth in
Zscaler Equity Research Report (Oct 2020)
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