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PANW  // Posts tagged as "PANW"

Tech Trends: Hackers Training Security AI to Think They Are Good Guys

Research Question: With spending on IT security products at an all-time high, why are the numbers of successful hacks increasing at such an alarming rate? Companies: AMZN, CHKP, CRWD, CSCO, FTNT, GOOG/GOOGL, MSFT, PANW, PFPT, ZS By: John Harrington Click here to download report (.pdf)   Key Findings Organized hacking groups of criminal gangs and […]

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Tech Trends: Everyone Claims to be Cloud Ready—But They’re Not

Research Question: How has the pandemic affected data network communications and what changes will permanently impact the use of networks and the companies supplying IT? Companies: AAPL, AMZN, CHKP, CSCO, CTXS, DELL, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MDB, MSFT, NTAP, ORCL, PANW, VMW By: John Harrington Click here to download report (.pdf)   Key […]

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Tech Trends: No Going Back—In a World Working Remotely, Microsoft Wins Big (MSFT)

Research Question: As the COVID-19 pandemic forces workers and students to work remotely, is the cloud entering a new phase of expansion? What is needed to keep this mass online use secure? Companies: AMZN, CHKP, CMCSA, CSCO, DELL, FTNT, GOOG/GOOGL, HPE, HPQ, IBM, MSFT, PANW By: John Harrington Click here to download report (.pdf)   Key […]

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Tech Trends: Device Explosion Makes IT Security Nearly Impossible (PANW)

Research Question: Is the risk of cybercrime and state-sponsored spying so high that it poses a threat to the development of next-gen internet technologies and the security companies failing to eliminate the attacks? Companies: AMZN, CHKP, CRWD, CSCO, DELL, FTNT, GOOG/GOOGL, MSFT, PANW, PFPT, ZS By: John Harrington Click here to download report (.pdf)   […]

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Tech Trends: Security Vendors’ Fear-Based and AI Sales Strategies Backfiring

Research Question: What factors are affecting sales efforts by the leading IT security vendors at the start of 2020? Companies: AKAM, AMZN, CHKP, CRWD, CSCO, FFIV, FTNT, MSFT, PANW, VMW, ZS By: John Harrington Click here to download report (.pdf)   Key Findings The escalation of hostilities and fear of a war between the United […]

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Tech Trends: Infosec Vendors Chase Lower 2020 Customer Budgets (PANW)

Research Question: What changes in the information security industry are posing the biggest issues for vendors? How are those changes likely to affect sales revenues? Companies: AMZN, CHKP, CRWD, CSCO, FTNT, MSFT, PANW, PFPT, ZS By: John Harrington Click here to download report (.pdf)   Key Findings 2020 is shaping up to be a tough year […]

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Tech Trends: Legacy IT Pushes Cloud-Optimization Myth as it Clings to the Past

Research Question: What are the biggest myths being pushed by legacy IT vendors regarding growth around new products and services? Companies: AMZN, DELL, FEYE, FFIV, HPE, IBM, MSFT, ORCL, PANW, VMW, ZS By: John Harrington Click here to download report (.pdf)   Key Findings The top myth—and it is close, according to sources—is that all […]

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Tech Trends: Every IT Vendor Goes Cloudy, Hastening Their Decline?

Research Question: As legacy IT vendors in networking, data security, storage, and major software convert their businesses to cloud service, recurring revenue models—are they pushing customers to competing services offered by Microsoft Azure, Amazon Web Services, and Google Cloud Platform? Companies: AMZN, CHKP, CRWD, CSCO, CTXS, DELL, FFIV, FTNT, GOOG, HPE, IBM, MSFT, ORCL, PANW, […]

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Tech Trends: “Bizarre” Growth Expectations in Cloud Security

Research Question: What issues do data security companies face in a crowded field? Companies: AMZN, CBLK, CRWD, DELL, MSFT, PANW, PVTL, VMW, ZS By: John Harrington Click here to download report (.pdf)   Key Findings Growth in cloud security will be a brutal battlefield, with high growth expectations for companies like Zscaler, Palo Alto Networks, […]

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Tech Trends: Slow Networking Pipelines Persist Affecting Remainder of 2019

Research Question: Will the legacy networking IT vendor DIY sales pipeline slowdown that Blueshift’s Tech Trends detected in April continue through to the end of CY19? If so, what areas and which companies are most affected and by what factors? Companies: AMZN, CSCO, DELL, GOOG/GOOGL, HPE, IBM, MSFT, NTAP, ORCL, PANW, VMW By: John Harrington Click […]

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