Themes: Open-Core And Long-Term Alpha (Pt.1)
Summary
* In this first part of the report, we'll explore
Investor Guide To SASE (Pt.2)
Investor Guide To SASE (Pt. 1)
Summary
* In Part 1 of Convequity's Investor Guide to SASE,
Part 3: CRWD Update - Revisiting The Strategy And Competition With MSFT & S
Summary
* In Part 1 we discussed XDR. In Part 2 we discussed
Part 2: CRWD Update - Revisiting The Strategy And Competition With MSFT & S
Part 1: CRWD Update - Revisiting The Strategy And Competition With MSFT & S
Reflections On Key SASE Vendors & Gartner SSE MQ Takeaways
Okta Deep Dive Refresh (Pt.2)
Summary
* In Part 1 we covered the intermediate and long-term investor considerations
ChatGPT SASE Catalyst For Netskope
Summary
* Netskope is SASE leader that has raised $1.4bn and will
Okta Deep Dive Refresh (Pt.1)
Summary
* Despite the rivalry with Microsoft and other AM players, Okta continues
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
Monday.Com: 4Q22 Update & Deep Dive Revisit
Summary
* There is extremely dense competition in the work productivity space but