EVENTS:   A Dangerous Equation: The Explosion of Enterprise AI Use + The Explosion of AI-Armed Hackers - Randy Eckel/Marker Advisors - 29 Jul 26     ROADSHOWS: L/S Consumer Staples And Retail Ideas - Daniel Bilosi & Brian McGough /Hedgeye   •   London   03 - 07 Aug 26      
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Report by Sales Pulse Research

SPR’s latest channel checks have picked up more examples of ZS being replaced, primarily by Palo Alto, but also by Netskope as well as customers switching to Cloudflare and Cato Networks. One regional VAR commented "ZS is looking worse, more discounting and deal flow is slowing”, while another said “Customer feedback, or perception, is that ZS functionality in CASB, DLP, and Zero Trust is falling behind PANW and Netskope". Elsewhere, SPR has picked up some signs of improvement for SentinelOne, while views on CrowdStrike have been fairly positive and a little better than the mixed views from the past few quarters.

Edition 160 - 12 May 23