Convequity's Valuation Update - Mid-Year Review 2024
Summary
* This is a mid-year valuation review covering cybersecurity, data, productivity, semiconductors,
Cloudflare
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
Updates: Netskope - Data-Centric Approach To Cybersecurity (Pt.1)
Summary
* In this Part 1 of Updates, we discuss Netskope's
Updates: Cloudflare - The Three S-Curves (Pt.4) - 1Q24 Overview, SASE GTM Dynamics, & Valuation
Summary
* In the final part of the Cloudflare series we discuss the
Updates: Cloudflare - The Three S-Curves (Pt.3) - NET's Strengths & Challenges In Edge Compute & GenAI
Summary
* In Part 3 we compare NET to its edge compute rivals.
Updates: Cloudflare - The Three S-Curves (Pt.2) - NET's SASE Strengths In CASB, SD-WAN, & Beyond
Summary
* In Part 2 we discuss Act 2, Cloudflare's entrance
Updates: Cloudflare - The Three S-Curves (Pt.1) - How Will NET Navigate API Security Market Dynamics?
Summary
* It has been a while since we conducted a deep dive
Convequity Cybersecurity Taxonomy (Pt 2.1)
Summary
* Since our initial release of Part 1 of the Cybersecurity Taxonomy,
Themes: SD-WAN & SASE Industry Review 2024 (Pt.3)
Summary
* In Part 3 (the final part) we share our thoughts on
Investor Guide: Forecasting Terminal FCF Margin Of B2B Software Companies (Pt.3)
Summary
* The report introduces the Terminal Opex & Capex Framework for estimating
Themes: SD-WAN & SASE Industry Review 2024 (Pt.1)
Summary
* SASE is not a universal solution for all networking and security
