Palo Alto Networks Updates: Palo Alto Networks 1Q25 - Reacceleration Continues (Pt.2) Summary * PANW's strategic acquisitions and innovative product launches, especially in
Fortinet Notes: Fortinet - Striving For SASE Success Summary * Fortinet impressed investors with its 3Q24 performance and updated FY24 guidance,
Supermicro Supermicro (Pt.1) - Understanding SMCI's Differentiation Vs. DELL & ODMs Summary * This is a three-part report on Supermicro. Part 1 discusses its
Netskope Updates: Netskope - Can The NewEdge Shake Up SASE & The Broader Enterprise Networking Landscape (Pt.2) Summary * In Part 1, we discussed Netskope's data-centric approach to