SVB & It's Implications
Summary
* As a quick follow-on from the previous SVB content, Simon provides
Convequity
SVB Collapse - How Does It Affect The Cybersecurity Peak Fragmentation Thesis?
Summary
* A brief account of what has happened with the winding up
Area 1 – Cloudflare’s Secret Weapon For SASE Success
Summary
* In April 2022, Cloudflare acquired next-gen email security startup, Area 1
Updates - Cloudflare 4Q22
Summary
* The NET thesis recap >>> further thoughts on them
Cloud Security Series Round-Up Report
Summary
* Cloud security is among the hottest areas of cybersecurity and has
Convequity's Cybersecurity Dashboard
Updates - Fortinet 4Q22
Convequity's Cybersecurity Dashboard
Cybersecurity Review 2023
Convequity's Cybersecurity Dashboard
SentinelOne Vs CrowdStrike
Summary
* CRWD's endpoint security moat will continue to be solid,
Cloud Security Series #5: Pre-IPO, Aqua Security
Summary
* Aqua Security is the 5th name we've deeply covered