OUR COVERAGE
Cybersecurity
We provide direct, deep dive coverage of the following names
PANW | CHKP | FTNT | ZS | CRWD | S | OKTA | CYBR | VRNS | TENB | FFIV
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 | HCP | ESTC | QLYS | RPD | CSCO | MSFT/Azure | AMZN/AWS | GOOGL 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.