(@Soprano) on getquin

Soprano

@Soprano

8Mon·

Which cybersecurity stock do you think has the deepest moat?

I honestly understand the difference between

$AKAM (+0.8%)
$ZS (+0.67%)
$NET (+1.18%)
$CRWD (+1.36%)
$PANW (-0.2%)

and $FTNT (+0.45%) not quite.

I personally opted for Fortinet because its fundamentals look the healthiest.

36 Comments

Krush82@Krush82

8Mon

They are probably all healthy - they are just at different stages - some are still striving for strong growth in order to have the greatest possible operating leverage later on, others are turning the profitability screw because less growth is possible. I find it difficult to identify a real moat, as some are fishing in different waters. PS: and $NET is not a real cyber security company. My favs are Crowdstrike, Palo Alto and (Cloudflare)

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Staatsmann@Staatsmann

8Mon

In principle, I find $PLTR Palantir interesting, as the main customer group "governments" in particular are dependent on external know-how and have the deepest pockets compared to companies...

I sometimes don't quite understand the products or business models of some other providers.

AI in particular will probably have a big impact on the sector!
Firstly because the attack techniques will become more sophisticated, but also because learning systems can become more secure.
(Keyword "Skynet" to draw a comparison with a pop culture movie).

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Cristiano@Rocketman_23

8Mon

I have Zscaler and Crowdstrike ✌️

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Pezi@Pezi

8Mon

Not just cyber security, but worth a look in my opinion $BAH

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~ Michael 💎 🏅@Michael-official

8Mon

$PLTR
$CSCO
$CRWD

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devnerd_daddy@devnerd_daddy

8Mon

$NET I take a very critical view. I consider their moat to be small. They have data centers all over the world and use them to distribute content. Many hosting companies such as $IOS use this and thus save on DDoS protection costs.

But: If Microsoft or Google use their existing data centers to offer the same service tomorrow, the difficulty of switching is manageable. And they have the know-how, because they already offer something like this within their own cloud services.

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finance_noob2000@finance_noob2000

8Mon

To explain this: all clouds have CDN, the one from AWS is called Cloudfront, for example, and distributes static content (website etc.) to so-called edge zones (e.g. data centers in Frankfurt, edge zone / cache in Hamburg) so that you can surf quickly. The whole thing worldwide. In addition, they have DDoS protection etc. by means of firewalls, which they all have as they are. Cloudflare is just a little better at what they do: https://www.cloudflare.com/de-de/cloudflare-vs-cloudfront/ but they don't have a huge moat. If I'm on AWS anyway, I use Cloudfront, i.e. the AWS native CDN.

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