
R. Scott Raynovich
Founder and Chief Technology Analyst at Futuriom
R. Scott Raynovich, Principal Analyst @futuriom following #cloud #security #networking #techstocks. Ex. Light Reading, Red Herring. Views my own
Articles
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2 weeks ago |
forbes.com | R. Scott Raynovich
Palo Alto Networks made a big decision in early 2024 to move to a “platformization" strategy of more aggressively bundling and discounting products in its portfolio to drive wider adoption. That strategy has largely worked, driving solid growth across the portfolio and larger deal sizes, but as today’s earning results show, that’s coming at a cost. Palo Alto has spent North of $3 billion in acquisitions over the past five years accumulating point products that it can tie into a broader platform.
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1 month ago |
futuriom.com | R. Scott Raynovich
Based in Michigan, Thetford was founded in 1963 and has grown into a global market leader in mobilesanitation systems, refrigeration, kitchen, and cooking appliances for the recreational vehicle market. We recently interviewed Thetford’s Global IT Coordinator, Ger Peeters, about its implementation of Aryaka Unified SASE as a Service.
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1 month ago |
futuriom.com | R. Scott Raynovich
There was an undoubtedly a more upbeat tone at Mobile World Congress this year, punctuated by a post-Covid record crowd of 109,000 people attending this goliath communications trade conference in Barcelona. And the excitement centered on two macro themes: 1) A comeback in capital spending as 5G standalone (SA) deployments reach critical mass; and 2) The excitement about AI and what it means for telecommunications.
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1 month ago |
futuriom.com | R. Scott Raynovich
SAN FRANCISCO—AI anybody? AI was of course topic du jour here at RSAC, where literally hundreds of companies were talking about the threats to AI, as well as the solutions. In this cavalcade of AI jargon and hype, the irony is that vendors are pitching AI as the solution to the AI security problem.
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1 month ago |
forbes.com | R. Scott Raynovich
Nvidia CEO Jensen Huang made a remarkable admission this week: He’s fearful of Huawei. He should be, as Huawei is a formidable technology power in the world, its history of using political advantages to gain market share, and the current trade-war environment all theaten to shift the nexus of power back to China. Speaking in Washington, D.C. this week, Huang expressed concerns about China's growing technology prowess and its threat in the trade war.
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Cybersecurity leader @PaloAltoNtwks's Platform Strategy Is Working, But It Has A Cost via @forbes $PANW https://t.co/43vkDVbhth

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