Updates: Palo Alto Networks 1Q25 - Reacceleration Continues (Pt.2)
Summary
* PANW's strategic acquisitions and innovative product launches, especially in
cloud security
Updates: Palo Alto Networks 1Q25 - Reacceleration Continues (Pt.1)
Summary
* Palo Alto Networks (PANW) faced volatility in 2024 but showcased resilience
Notes: Fortinet - Huge Promise With Notable Caveats From The Lacework Acquisition
Summary
* Mid-2024 cybersecurity M&A saw surprising acquisitions with Wiz attempting
Updates: Wiz - The PANW Prisma Cloud Rivalry; Head-To-Head Comparison
Summary
* Wiz's more unified platform gives it a notable advantage
Notes: Wiz - The Cloud Security Decacorn Challenging Palo Alto Networks
Summary
* Wiz has achieved phenomenal success competing against the giant Palo Alto
Notes - Tenable 4Q24
Updates: S 2Q24 - Rebound & M&A Thesis
Summary
* With the prior accounting issue resolved, a stabilizing IT budget environment,
Updates: CRWD - Cutting Through The Noise – EDR Is Slowing Down But Non-EDR Is Saving The Day
Summary
* It's clear that CRWD's core EDR business
Updates: PANW 4Q23 (Audio)
Summary
* Not a great quarter, but not a bad one neither. PANW
Convequity Cybersecurity Taxonomy - Jun 2023 (Pt.1)
Updates: PANW 3Q23
Cloud Security Series Round-Up Report
Summary
* Cloud security is among the hottest areas of cybersecurity and has