Updates: Palo Alto Networks 1Q25 - Reacceleration Continues (Pt.2)
Summary
* PANW's strategic acquisitions and innovative product launches, especially in
cybersecurity
Updates: Palo Alto Networks 1Q25 - Reacceleration Continues (Pt.1)
Summary
* Palo Alto Networks (PANW) faced volatility in 2024 but showcased resilience
Microsoft: Building The Cloud, Securing The Future - How Microsoft Leveraged Azure To Lead In Cybersecurity (Pt.2)
Summary
* In Part 1 we discussed how Microsoft transitioned to the cloud
MSFT: Building The Cloud, Securing The Future - How Microsoft Leveraged Azure To Lead In Cybersecurity (Pt.1)
Summary
* In this two-part report, we gain a deep understanding of Microsoft&
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
Notes - CSCO's New Hypershield
Summary
* Cisco has been facing challenges as a legacy tech giant and
IPO: Rubrik - Last Line Of Defense (Pt.1)
Summary
* Rubrik's IPO marks the first cybersecurity vendor to go
Recap: Palo Alto Networks - SASE, SASO, & Beyond
Summary
* We did say we would pause from publishing more network security
Updates: PANW 2Q24 - The New Platformization Play And Its Impact On Competitors
Summary
* Following the 2Q24 call, PANW gapped down ~26%. Unlike other gap
CSCO + SPLK - A Financial Engineering Driven Deal (Pt.3)
Summary
* In Part 3 and the final part, we navigate the competitive
Updates: FTNT 3Q23 - Is The Panic Justified?
Summary
* The slowdown continues but FTNT still outperforms industry peers. We don&
CSCO + SPLK - A Financial Engineering Driven Deal (Pt.2)
Summary
* In Part 2 we discuss the implications for arbitrageurs and CSCO