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OUR COVERAGE

Cybersecurity

We provide direct, deep dive coverage of the following names

PANW | CHKP | FTNT | ZS | CRWD | S | OKTA | CYBR | VRNS | TENB

Anecdotal Commentary

During our conversations with the cybersecurity channel, we regularly pick up and share information about the following names and their cybersecurity  offerings

DDOG | NET | RBRK | FFIV | ESTC | QLYS | RPD | CSCO | MSFT/Azure | AWS | Google Cloud

Special Projects

On request, we are available for special projects to discuss private or non-coverage cybersecurity companies with our channel contacts. During these projects, we routinely provide 10-15 detailed notes to our customers.

New Companies

We regularly add new companies to our coverage list alongside new IPOs. Because of our channel relationships, we typically have a foundational knowledge of new companies prior to IPO, and are happy to share what we know. It typically takes 3 quarters after a new IPO for us to have a solid grasp on the business, with a steady flow of notes coming in from channel partners familiar with the new business.

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