Cloudflare (NET) 和 Zscaler (ZS) – 高管访谈 – 2024 年 3 月 09 日

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Cloudflare (NET) 和 Zscaler (ZS) – 高管访谈 – 2024 年 3 月 09 日

虽然两家公司的访谈都没有透露太多新信息,但我们得到了进一步的证据表明,在下一代的网络安全领域没有出现 “支出疲劳”。 Cloudflare “在本季度表现出色,一些同行也是如此”。 它将“零信任”安全与内容分发网络和分布式拒绝服务(DDoS)结合起来的能力非常出色。 其平台方法正在发挥作用,其转型后的市场团队也是如此。 Zscaler的访谈内容跟Cloudflare类似。 它大谈自己的平台和整合供应商的能力。 首席执行官杰伊-乔德里(Jay Chaudhry)也说,如果你不能提供好的产品并削减客户成本,你很可能会陷入困境。 如果你能像 Zscaler 一样做到这两点,你就不会陷入困境。 网络安全需求正在撼动下一代颠覆性产品,取代拼凑在一起的产品套件和防火墙硬件。

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