Fortinet
Notes: Fortinet - Striving For SASE Success
Summary
* Fortinet impressed investors with its 3Q24 performance and updated FY24 guidance,
Convequity's Valuation Update - Mid-Year Review 2024
Summary
* This is a mid-year valuation review covering cybersecurity, data, productivity, semiconductors,
Notes: Fortinet - Huge Promise With Notable Caveats From The Lacework Acquisition
Summary
* Mid-2024 cybersecurity M&A saw surprising acquisitions with Wiz attempting
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
Convequity Cybersecurity Taxonomy (Pt 2.2)
Summary
* In Part 2.2 we discuss the dynamics of the network
Reflections: Platform Vs. Point BoB In Enterprise Tech
Summary
* The debate between focused startups and compounded startups in the enterprise
Recap: Palo Alto Networks - SASE, SASO, & Beyond
Summary
* We did say we would pause from publishing more network security
Convequity Cybersecurity Taxonomy (Pt 2.1)
Summary
* Since our initial release of Part 1 of the Cybersecurity Taxonomy,
Recap: Fortinet - SASE, SASO, & Beyond
Summary
* This report will be published as a free article on external
Themes: SD-WAN & SASE Industry Review 2024 (Pt.3)
Summary
* In Part 3 (the final part) we share our thoughts on
Themes: SD-WAN & SASE Industry Review 2024 (Pt.2)
Summary
* As we discussed in Part 1, the landscape will evolve to