Themes: SD-WAN & SASE Industry Review 2024 (Pt.2)
Summary
* As we discussed in Part 1, the landscape will evolve to
SASE
Themes: SD-WAN & SASE Industry Review 2024 (Pt.1)
Summary
* SASE is not a universal solution for all networking and security
Updates: FTNT 3Q23 - Is The Panic Justified?
Summary
* The slowdown continues but FTNT still outperforms industry peers. We don&
Updates: FTNT 2Q23 - More Attractive With Private SASE And SD-WAN Story
Summary
* FTNT appears more attractively valued after a substantial expectation reset following
Investor Guide To SASE (Final Pt.6)
Investor Guide To SASE (Pt.5)
Investor Guide To SASE (Pt.4)
Investor Guide To SASE (Pt.3)
Investor Guide To SASE (Pt.2)
Investor Guide To SASE (Pt. 1)
Summary
* In Part 1 of Convequity's Investor Guide to SASE,
Reflections On Key SASE Vendors & Gartner SSE MQ Takeaways
ChatGPT SASE Catalyst For Netskope
Summary
* Netskope is SASE leader that has raised $1.4bn and will