Archive - Convequity

Snowflake Added to the NDI-FutureTech Portfolio

Discussing the addition of Snowflake into the NDI-FutureTech portfolio, available on eToro.

Aug 11, 2024 •

July 2024

CrowdStrike - A Dive Into The Impact

A look into how the recent Windows crash may affect CrowdStrike's business

Jul 24, 2024 •

April 2024

Palo Alto Networks: SASE, SASO, And Beyond

We discuss why PANW is not well positioned within an evolution of SASE to SASO

Apr 10, 2024 •

March 2024

Fortinet - A Vision Beyond SASE

We provide reference framework for thinking about Fortinet's future in converged networking and security

Mar 14, 2024 •

October 2023

Investor Guide - Terminal FCF Margin (Pt.1)

An extended preview of Part 1, where we dive deep into the factors impacting terminal gross margin estimates for high-growth software companies.

Oct 31, 2023 •

August 2023

Palantir - the LLM Enabler for Enterprise

Is Palantir's association with GenAI and LLMs hype or real? Here we dig into the company's key advantages during the current AI euphoria.

Aug 19, 2023 •

July 2023

Modern Data Stack

We discuss the journey toward the Modern Data Stack, what it consists of, key players to watch, and its emerging trends.

Jul 27, 2023 •

May 2023

April 2023

Preview: Part 2 – Okta Deep Dive Refresh

Okta and Saviynt are destined to dominate IGA, a market becoming increasingly integral for hybrid and distributed enterprises.

Apr 16, 2023 •

ChatGPT SASE Catalyst for Netskope

How ChatGPT will be a strong catalyst for Netskope outperforming the current SASE leader, Zscaler.

Apr 7, 2023 •

Part 1: Okta Deep Dive Refresh

Despite the rivalry with Microsoft and other AM players, Okta continues to be the best choice for enterprises leading a cloud-first, multicloud, and…

Apr 5, 2023 •

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