What does panw build and sell ? How is it different from other companies in the security space ?
Does Microsoft have a cloud security product. ?
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PANW has a diversified security products such as VPNs, Firewalls, endpoint protection etc; They are good but I am curious to see their sustainability going forward. They did too many acquisitions but cudnt unify all their products. IMO, Crowdstrike has a larger potential in terms of market penetration. Their leadership has clear vision and their product is phenomenal. Ofcourse, there’s always Microsoft. Though their product is inferior to everyone else, their sales story is a breeze because they already have massive enterprise customer portfolio. Wiz is upcoming small player in cloud security.I doubt they can grow at same rate. Scaling security platform is where a lot of companies fail. Let’s hope they can survive.
btw , what’s is end point protection? And can you explain what this recent fiasco was about deprecating that ?
Doesn’t Crowdstrike protect Microsoft ?