Palo Alto Networks (PANW) and FireEye are fierce competitors, especially when it comes to winning the hearts and minds of Wall Street. PANW is on Fire, even more so than FireEye. Twelve months ago, to the exact day, PANW stock
There is one transaction that would shake the foundation of multiple technology industries, and that would be FireEye acquiring Fastly. It would be a bold move and game changer that combines the functionality of two leading global infrastructure players. For
Bizety is publishing the 11th edition of the CDN Ecosystem Diagram. In this edition, we present the collapsing markets of CDNs and traditional security. New Gen Pure-play Security: The traditional security market, especially the endpoint segment is giving way to
The ripple effects caused from the Chase incident have just begun. The fallout is massive, and for the first time in history, it seems the US financial system responsible for transacting trillions of dollars per year is vulnerable. The entire
The CyberSecurity CDNs are definitely in the right market, and must have their eyes fixated on the much bigger security pie, dominated by the likes of Cisco, Palo Alto, FireEye and Fortinet. In 2015, Gartner estimates the global cyber security
US Investigations Services (USIS), which is part of the family of Kroll and HireRight, and collectively owned by Altegrity, Inc., suffered a major security breach by a state sponsored threat actor. USIS is the largest commercial organization providing background checks
The Target security breach exposed 70M customer records. A Russian cyber gang topped that number, and stole 1.2B username/passwords and 500M email addresses. That’s more than the US population. The attackers stole credentials from the Fortune 500, to businesses of
The tit-for-tat showdown is continuing between FireEye and NSS Labs. The debate reminds me of the old days when it was Oracle vs Microsoft, Oracle vs Peoplesoft, and Oracle vs Competition, in the tit-for-tat showdowns that occurred a decade ago.
NSS Labs, founded in 1991 is one of the most respected information security research companies in the world. Besides publishing research reports, they offer a first class testing environment where products from various security vendors are tested. They currently have
According to FireEye, zero-day attacks are one of the favorite methods attackers use to exploit software flaws within applications. By their very nature, zero-day vulnerabilities are imperfections in the software code that are known to threat actors before vendors and
Previously, I mentioned that FireEye provides 24×7 proactive monitoring services called Managed Defense that it sells as an add-on to its security platform. Basically, the FireEye service supplements the client’s Security Operations (SecOps) team, where FireEye acts as a backup
FireEye, the $10B security company, has seen its stock price climb through the roof over the last six months. Everything was in perfect harmony in the land of FireEye, until the Target fiasco hit. Target ultimately paid the price for
Recently in the news, an extremely successful ecommerce company was notified by Discover, that abnormal credit card activity traced back to their company. Being who they were , I decided to investigate the incident more in depth, and get the
Akamai raised $600M in a private offering, and now has $1B of cash on its balance sheet. Aaron Shwartz, from Jeffries & Co., estimates that Akamai’s security revenue could hit $200M in 2015, and that “Akamai set internal goals of
