Next-gen Security Premium: Who is best positioned for Federal spend How companies are positioned to take advantage of the Federal gov moving towards Zero Trust. Observability CRWD S ZS PANW NET DDOG
Next-gen Security Premium: The expanding Federal opportunity How the Federal opportunity is expanding into broader adoption across State & Local gov, gov vendors, and the rest of the private sector. Observability CRWD ZS NET S
Next-gen Security Premium: The improving Federal posture What companies are benefiting from the improved security posture of the US Fed Govt? Observability DDOG CRWD ZS NET PANW S OKTA
Next-gen Security Premium: One network to rule them all What we can glean from Cloudflare One Week. Edge Networks NET ZS PANW
Next-gen Security Premium: Zscaler's posture shifts A look at Zscaler's recent product shifts and earnings. ZS NET PANW
Next-gen Security Premium: Revisiting spending intent A fresh look at new CIO spending intent surveys in security and data. Observability Data & Analytics SNOW MDB CRWD S DDOG ZS NET
Next-gen Security Premium: The endpoint landscape A look at earnings and recent product moves from CrowdStrike and SentinelOne. CRWD S PANW
Next-gen Security What is XDR? A look at how endpoint protection providers are morphing into XDR. CRWD S PANW
Edge Networks Premium: New edge-native primitives A look at the recent Platform Week from Cloudflare, and how it is enabling the programmability of the web. NET MDB
Data & Analytics Premium: The view from Montana A look at several trends across earnings and recent announcements from Snowflake. SNOW
Data & Analytics Premium: A focus on spend A step back to assess the spend trends going forward. Next-gen Security DDOG SNOW NET ZS
Edge Networks Premium: Cloudflare recap Why Cloudflare is so well positioned, and a look at their current quarter. NET
DevOps Tooling A HashiCorp deep dive A look at HashiCorp's product line as it IPOs, and how it's entering Zero Trust. Next-gen Security HCP OKTA DDOG NET Open Source
Observability Premium: Dog days of spring A look at Datadog's latest quarter, and the last 6 months of product moves and acquisitions. DDOG
