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
SVB & It's Implications
Summary
* As a quick follow-on from the previous SVB content, Simon provides
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
Special Episode - Digital Ocean - Dubious Prospects
We have tons of research and unique insights on DOCN. However, we