Security Money/Pick Your Battles To Avoid Overconsolidation - Jess Burn, Jeff Pollard - BSW #337

It's time to review the money of security, including public companies, IPOs, funding rounds and acquisitions from the previous quarter. We also update you on the Security Weekly 25 index. The index came roaring back last quarter. Here are the stocks currently in the index:

SCWX Secureworks Corp PANW Palo Alto Networks Inc CHKP Check Point Software Technologies Ltd. SPLK Splunk Inc GEN Gen Digital Inc FTNT Fortinet Inc AKAM Akamai Technologies, Inc. FFIV F5 Inc ZS Zscaler Inc OSPN Onespan Inc LDOS Leidos Holdings Inc QLYS Qualys Inc VRNT Verint Systems Inc. CYBR Cyberark Software Ltd TENB Tenable Holdings Inc DARK Darktrace PLC S SentinelOne Inc NET Cloudflare Inc CRWD Crowdstrike Holdings Inc NTCT NetScout Systems, Inc. VRNS Varonis Systems Inc RPD Rapid7 Inc FSLY Fastly Inc RDWR Radware Ltd ATEN A10 Networks Inc

Large security vendors and hyperscalers, including Microsoft, continue to expand their cybersecurity product and service portfolios. Microsoft’s extensive enterprise reach, massive partner network, and enormous influence in the C-suite puts pressure on CIOs and CISOs to consolidate on it as much as possible for cybersecurity. This report helps security leaders understand Microsoft’s cybersecurity portfolio, the tactics it uses, and how to manage peer and executive pressure to single-source security technology.

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Show Notes: https://securityweekly.com/bsw-337