Analysys Mason Podcast

A discussion about the financial performance of selected cyber security vendors

May 14, 2021

In the build-up to the annual RSA Conference, Partner, Tom Rebbeck and Senior Analyst, Igor Babić discuss the financial performance and strategies of selected cyber security vendors.

They examine three vendors with extremely high revenue growth rates: CrowdStrike, Okta and Zscaler, and the big four network security vendors: Check Point, Cisco, Fortinet and Palo Alto Networks.

Key talking points include: 

  • the cyber security vendors' performance in 2020
  • drivers of their results
  • Analysys Mason's expectations for the future.