#Cybersecurity

3개의 글

April 19, 2026

NET Stock Outlook 2026: Cloudflare at the Intersection of Zero Trust and AI Inference

Cloudflare (NET) 2026 analysis: Workers AI inference pricing strategy, Zero Trust competition vs Zscaler and PANW, R2 storage egress-free pricing war with AWS, enterprise pool of funds model, and Matthew Prince's GPU capex approach for US investors.

NET Cloudflare Cybersecurity

April 18, 2026

CRWD Stock Outlook 2026: Measuring the Recovery from the Falcon Outage

CrowdStrike (CRWD) 2026 analysis: residual reputational damage from the July 2024 global outage, Falcon Flex bundling mechanics, Charlotte AI attach rate, Preempt-based identity module cross-sell, and module count per customer trajectory for US investors.

CRWD CrowdStrike Cybersecurity

April 17, 2026

PANW Stock Outlook 2026: Platformization Bets Come Due

Palo Alto Networks (PANW) 2026 analysis: platformization strategy results, Prisma SASE vs Zscaler, Cortex XSIAM SOC automation, billings recognition accounting, and Nikesh Arora's execution record for US investors.

PANW Palo Alto Networks Cybersecurity