#5 - Cybersecurity (pt. 2) featuring Convequity: Network security - Companies competing for leadership in a massive and growing market
The Stock Universe - Podcast autorstwa Mads Christiansen & Mathias Boe
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This second episode of the cybersecurity series with Convequity is a deep dive into network security. It contains deep dives on Zscaler, Palo Alto Networks, Fortinet, Cloudflare, and Netskope. We also look at Broadcoms ambitions with the VWware acquisition. The cybersecurity experts, Simon and Jordan, from Convequity, explain concepts like SASE, SSE, SWG, ZTNA, CASB, SD-WAN, and look at the technological advantages and disadvantages of the above-mentioned companies, that are competing for leadership in this massive and growing market. Convequity is a Tech equity research company that truly understands product, architecture, and vision. Find out more at http://www.convequity.com/ Twitter: @convequity