The exec summary of the report is as follows-
MP1 has a competitive advantage - being a combination of first mover, network reach, pricing and agility which is difficult to replicate.
So they have a "moat"
There are key trends driving significant tail winds for them - SASE evolution and compute redistribution ( move from corporate IT teams from centralised strategy to distributed /edge )
Macquarie spoke to five of their primary channel partners making up 75% of their SD-WAN market and the feedback was positive about their offering.
Explain megaport like I'm 5, page-22
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$11.01 |
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| Open | High | Low | Value | Volume |
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