Palo Alto Networks

2Q24

Updates: PANW 2Q24 - The New Platformization Play And Its Impact On Competitors

Summary * Following the 2Q24 call, PANW gapped down ~26%. Unlike other gap

SD-WAN

Themes: SD-WAN & SASE Industry Review 2024 (Pt.3)

Summary * In Part 3 (the final part) we share our thoughts on

SASE

Themes: SD-WAN & SASE Industry Review 2024 (Pt.2)

Summary * As we discussed in Part 1, the landscape will evolve to

SD-WAN

Themes: SD-WAN & SASE Industry Review 2024 (Pt.1)

Summary * SASE is not a universal solution for all networking and security

Palo Alto Networks

Updates: PANW 3Q23

SVB

SVB & It's Implications

Summary * As a quick follow-on from the previous SVB content, Simon provides

startups

SVB Collapse - How Does It Affect The Cybersecurity Peak Fragmentation Thesis?

Summary * A brief account of what has happened with the winding up

cloud security

Cloud Security Series Round-Up Report

Summary * Cloud security is among the hottest areas of cybersecurity and has

ZS

Zscaler Equity Research Report (Oct 2020)

Click the link to read the report.