By Equity Research in ZS — Oct 15, 2020 Zscaler Equity Research Report (Oct 2020) Click the link to read the report.
Fortinet Updates: Fortinet - The Convergence of Network, Security, and the Physical World Summary * Fortinet’s single-OS, ASIC-accelerated architecture gives it a durable structural edge
Rubrik Updates: Rubrik - Building a Data-Centric Cyber Resilience Moat (Pt.1) Summary * Rubrik has transformed traditional backup into a high-value cyber resiliency platform,
CNAPP Notes: Cloud Security Outlook - Revisiting Wiz vs. PANW (Pt.2) Summary * Since our deep dive in 2022/23, the cloud security market