AVATAR Managed Services的动态

A lot of interesting Service Leadership Inc., a ConnectWise solution data showing a slowdown in managed service revenue growth, good article in ChannelE2E about why everyone should stay calm. While revenue growth is slowing, it is to normal levels and profitability is still strong, in fact average profitability rose in Q2.

The recent earnings calls of Palo Alto Networks and Zscaler were similar but very different. What sets these two calls apart? Despite covering the same ground—customer base and target markets across commercial, federal, and international sectors—Palo Alto Networks and Zscaler painted unique visions of how they are tackling the future. This contrast wasn't just in their offerings but in how they perceive challenges and opportunities in a rapidly evolving cyber threat landscape. Nikesh Arora and Jay Chaudhry excel in articulating their visions and responding to analyst inquiries. I noted that some analysts were politely combative towards Jay. ?? ?? ?? Here are my 5 takeaways: 1. Be Strategic Learn from how Palo Alto Networks demonstrates the effectiveness of bundling services and how Zscaler adheres to its best-in-breed Zero Trust model. 2. Pivot Smartly Observe Palo Alto Networks' agility in moving to bundles and "platformization" and Zscaler's leverage of a large future Total Addressable Market (TAM) within its niche. 3. Vision is crucial Palo Alto Networks envisions seamless cybersecurity across networks, while Zscaler focuses on a future secured by Zero Trust. 4. Price Wisely Understand the significance of strategic pricing; Palo Alto Networks' bundles aim to counteract spending fatigue, while Zscaler's premium value proposition challenges the downward pricing pressure. 5. Acquire and Grow Palo Alto Networks' focus on using acquisitions for expansion versus Zscaler's focus on organic growth through its existing product lineup. Though Zscaler has made a few acquisitions--Palo Alto has acquired 17 companies in the last five years. 6. Bonus. Navigate the Competition in a dynamic market Zscaler's stance against low-cost competitors and Palo Alto Networks' strategy of offering free "ramp-up" time for expiring contracts highlight the importance of competitive strategy. These earnings calls are more than fiscal summaries; they're masterclasses in pricing, customer acquisition, and strategic foresight. #cybersecurity

Sharing insights on the perpetual tension between "best of breed" and seamless integration or platformization of security for Zero Trust Architecture (ZTA). ??? In my experience, enterprises often grapple with preserving their investments in legacy security tools by opting for the "best of breed" approach. While this may seem prudent initially, it often leads to increased integration complexity, ultimately raising the total cost of ownership (TCO). On the other hand, organizations with a greater appetite for restructuring opt for a platformic security approach. By embracing platformization, they can significantly reduce TCO while creating simpler and more efficient security environments. I recently came across an exemplary comparison that beautifully illustrates this dilemma. It perfectly encapsulates the trade-offs and benefits associated with both approaches. Stay tuned as I delve deeper into this topic and share more insights! #zerotrust #cybersecurity #cloudsecurity #cloudstrategy

?? Hello, Everyone! How's your day going? ?? At Savana Tech LLC, we're dedicated to understanding and meeting your needs. ?? Your feedback is invaluable to us! Tell us, what topics are you eager to hear more about? Whether it's the cutting-edge trends in tech innovation, strategies for bolstering cybersecurity, deep dives into digital transformation, or any other area of interest — we're here to keep you informed and inspired. ?? Stay Connected: Don't miss out on our latest insights and updates! Follow our page to join us on this journey towards a smarter, more connected future. Let's shape tomorrow's possibilities together. ??? #SavanaTech #TechInnovation #Cybersecurity #DigitalTransformation #StayConnected #TechTrends

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Why is Cato Networks even called “Cato”? Where did the idea for Cato even come from? Find out in this in-depth profile of Cato CEO and co-founder Shlomo Kramer by Lightspeed. Shlomo explains Cato’s origins and its signature innovation. Two CIOs share the enormous impact Cato has had on their own enterprise IT operations. Read more here ?? https://okt.to/zacjP3 #SASE #NetworkSecurity #CatoNetworks #WeAreSASE

Interesting article: "Few technology or cybersecurity narratives are as compelling as that of?Trend Micro's sustained success?and innovative strides." https://lnkd.in/dpejHDd8 At an industry conference recently heard so many customers share a top thing they love about Trend: #InnovativeButNotNew #RiskToResilience #cybersecurityleadership

Palo Alto Networks just lost >$25B in market cap following its announcement of a major strategy shift. A new strategic approach that's more aggressive (and frankly smarter approach) than Microsoft's bundling strategy that we've seen in cybersecurity. This strategy shift comes in two ways (amongst many other parts): 1) Platformization: This new emphasis shifts most of their GTM and product sales to a consolidated platform approach rather than selling single best-of-breed parts. (This isn't new, but they're placing more emphasis on this now with 21+ product suites - see image below) 2) Lowering switching costs w/ payment flexibility: It involves allowing customers to use some of PANW's products for free (for a period of time) until their contracts with other security vendors expire. This allows large customers easily transition to a consolidated PANW platform gradually. In the short term, this payment flexibility creates significant billing challenges. This is all magnified by some weakness in their federal business. The key question for Investors and operators: Is this the right strategic approach? ** In my upcoming webinar with Cole Grolmus, we argue why we believe Nikesh Arora, Walter Pritchard and team are taking the smarter strategy over the long term. We discuss the following in detail: 1) The significance of platformization and how a fundamental understanding of this term helps characterize everything like the billing's growth confusion 2) Insights into industry tailwinds driving PANW's three product portfolios (Network, Cloud Security, and Security Operations). 3) How CrowdStrike and Palo Alto Networks strategy to consolidation are different relative to Microsoft, which has been discussed recently. 4) The implications of these developments for the cybersecurity industry throughout the remainder of 2024. **I'll be writing more about this topic in my newsletter, feel free to join us here: https://lnkd.in/gMxS2rGg

Does your IT strategy set your business up for success? In our latest blog post, we explore 6 key considerations for UK businesses to get the most out of their IT investment, including: - Diversifying your technologies ?? - Scaling for future growth ?? - Building a strong cybersecurity posture??? Read more and unlock the potential of new tech for your business: https://lnkd.in/eqizw8a8 #ITstrategy #BusinessTechnology #UKbusinesses

?? Palo Alto Networks CEO, Nikesh Arora, debunks concerns over lowered guidance, stating there's no "cybersecurity abyss." Despite beating Wall Street expectations, the company adjusted its full-year forecast, attributing it to a strategic shift for long-term growth. Arora emphasizes a focus on platformizing customers to meet evolving demands and accelerate business. ?? Key Insights: Arora denies a lack of demand, sees it as reshaping the demand curve for faster future growth. Palo Alto aims to platformize customers, aligning with their needs for sustained business expansion. Earnings beat expectations, but guidance adjustment led to a 20% drop in after-hours trading. Strategy shift involves accelerating growth, platform migration, consolidation, and activating AI leadership. ?? Future Focus: Arora asserts that cyber threats persist, and enterprise interest in Palo Alto's services is at an all-time high. Customers seek more value from cybersecurity spending, expressing "fatigue" with complex processes. Palo Alto confident in meeting demands, consolidating to double down on future growth. ?? Arora's Perspective: Arora isn't concerned about the stock price, emphasizing the strength of Palo Alto's business and robust demand. ?? Conclusion: Despite market fluctuations, Palo Alto Networks stands strong in addressing evolving cybersecurity needs and positioning for future growth. Arora's strategic vision aims to consolidate and align with customer expectations, ensuring sustained success. #PaloAltoNetworks #Cybersecurity #BusinessStrategy #TechNews #LeadershipInsights