Jeetu Patel, Cisco Systems Inc.‘s president and chief product officer, told me before last week’s annual user event that it would be “the most consequential Cisco Live of the past decade and perhaps longer.” There were a few reasons for Patel’s bullishness. The first is artificial intelligence. The core tenet of my research is that share shifts happen when markets transition, and Cisco’s ability to articulate its strategy now will allow it to rise when the AI tide does.
As zero-trust security vendor Zscaler Inc. held its user event, Zenith Live, this week in Las Vegas, Chief Executive Jay Chaudhry sought to shift the company’s traditional narrative. In his Tuesday keynote, rather than focus on Zscaler as a replacement for virtual private networks and firewalls — though that was clearly articulated as well — Chaudhry (pictured) emphasized how zero trust everywhere could unlock the potential of artificial intelligence.
Palo Alto Networks Inc. kicked off this week’s RSA Conference in San Francisco by introducing new capabilities for its ever-expanding security portfolio.
The announcements were focused on its two major platforms: network security and Cortex. Palo Alto Networks has introduced Prisma Access Browser 2.0 into its secure access service edge offering. In late 2023, Palo Alto acquired Talon to jump into the secure enterprise browser market and now it has made the offering part of its SASE stack.
As Veeam Software Group GmbH, the market leader in data resiliency, holds its annual user event VeeamON in San Diego this week, it’s on a roll, continuing to stretch its lead over the legacy vendors. Recently IDC released its Data Protection Software Tracker and Veeam grew 12%, outpacing IBM Corp.’s 5% growth and well ahead of Dell Technologies Inc. and Veritas Technologies LLC, which shrank 10% and 15%, respectively, allowing Veeam to stretch its share lead.
This was a big week for Palo Alto Networks Inc., as the cybersecurity market leader celebrated turned 20 this week with multiple activities, including its “Ignite on Tour” event in New York and ringing the closing bell at the New York Stock Exchange. At Ignite Wednesday, Palo Alto announced a multiyear partnership with the National Hockey League to strengthen cybersecurity across the league — from behind-the-scenes operations to what fans experience online and in arenas.