CrowdStrike Holdings, Inc. Class A Common Stock

Fortinet, Inc.

Microsoft Corp

Cloudflare, Inc. Class A common stock, par value $0.001 per shar

Palo Alto Networks, Inc. Common Stock

Palantir Technologies Inc. Class A Common Stock

SentinelOne, Inc.

Zscaler, Inc. Common Stock

This is a breakdown of the entire security industry:

The most popular sectors are Cloud Security and Endpoint protection security.

I am looking forward to the reports for each of these players within each category to extrapolate which sectors will grow the fastest.

Key companies to watch: $NET  $CRWD $S $FTNT $ZS $PANW $MSFT $PLTR

Hope this breakdown helps people!
![](https://cdn.commonstock.com/29795f07d451e96b15f3e9a5b2bf6552a83b03ad5fde006d3269c4a892b7618b-679x489.png)

Thanks for the breakdown! From an enterprise client standpoint, maybe even from a smaller sized business, one would think they wouldn't want three different security products, they would prefer one that has what they really need and covers the other service areas as adjacent service offerings?

When I try and analyse stocks in the space, I am always trying to think through this. Yes some of these services are 'mission critical' and attract higher spending than the rest, but would you rather pick the one that is the best in a specific cybersec offering, or maybe rank them based on how good all of their offerings are and choose the one which is okay in most of them?

Uday

Cybersecurity Industry Breakdown: One of my focus for 2022 and Q4 Earnings Report

Francis