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1/15. $PANW: There are lots of #cloudsecurity startups competing w/ PANW, & also several next-gen platform startups (e.g., Orca, Lacework, Wiz).
We think PANW will still prevail as the undisputed cloud security giant. Here are some thoughts why.
We think PANW will still prevail as the undisputed cloud security giant. Here are some thoughts why.
2/15. At a high-level we surmise $PANW’s previous and future successes in the cloud are due to their:
a) longstanding expertise in DPI & application-centric awareness/security.
b) container management knowhow that has been largely influenced by $GOOGL recruits.
c) smart M&A.
a) longstanding expertise in DPI & application-centric awareness/security.
b) container management knowhow that has been largely influenced by $GOOGL recruits.
c) smart M&A.
3/15. One major advantage that firewall vendors like $PANW have is Deep Packet Inspection (DPI) & doing this at real-time speed. This entails inspecting the header & payload of each packet - from Layer 2 thru 7 of the OSI model.
