Convequity Cybersecurity Taxonomy (Pt 2.1)
Summary
* Since our initial release of Part 1 of the Cybersecurity Taxonomy,
NET
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
Revenue Per Employee Vs Head Count Growth Analysis
Summary
* Comparing revenue per employee and head count growth is useful for
Rule of 40 Ranking with Investment Notes
Investor Guide To SASE (Pt.3)
Reflections On Key SASE Vendors & Gartner SSE MQ Takeaways
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
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