I spent 15 years watching firewalls protect a perimeter that no longer exists. When everyone went to the cloud, the perimeter evaporated. Netskope is the new perimeter.

The firewall is dead. The VPN is dying. The future of security is between the user and the cloud. That is exactly where Netskope sits.

Gartner invented the term SASE in 2019. We had been building it since 2012. Sometimes the category catches up to the company, not the other way around.

Zscaler went public first. Palo Alto has more revenue. But we have the best architecture and the fastest network. In security, architecture wins in the long run.

Our NewEdge network has data centers in 75+ regions. Security that adds latency is security that gets turned off. Speed is a security feature.

We are valued at $7.5 billion because every enterprise in the world needs to secure cloud access. The TAM is not theoretical — it is every employee with a laptop.