Post #1515338: in a recent banker pres, someone showed a chart of…

in a recent banker pres, someone showed a chart of combined revenue of big 5 (PANW, CRWD, MSFT, ZS, FTNT) of $20B, capturing 51% of cybersecurity market now vs. 26% in 2019 W/only $4B spent on M&A in last 3 yrs...Quote

in a recent banker pres, someone showed a chart of combined revenue of big 5 (PANW, CRWD, MSFT, ZS, FTNT) of $20B, capturing 51% of cybersecurity market now vs. 26% in 2019 W/only $4B spent on M&A in last 3 yrs...Quote

Nov 15, 2023 06:47 PM |

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