Next-gen Security Premium: CrowdStrike's investor briefing Thoughts on CrowdStrike's investor briefing, and some recent news. CRWD
Earnings Premium: Too many worries at Bill A look at the rising concerns from Bill. Operational Tooling BILL
Edge Networks Premium: Security Week 2023 A look at Cloudflare's Security Week in mid-March. Next-gen Security NET ZS
Earnings Premium: XDR winter How XDR providers CrowdStrike and SentinelOne fared this Q. Next-gen Security CRWD S
Data & Analytics Premium: Ahead of the storm A look at recent acquisitions and moves from Snowflake and its partners & competition. SNOW
Earnings Premium: Scrutiny and prudence A look at recent earnings from Confluent, Cloudflare, and Datadog. CFLT NET DDOG
Observability Premium: Watching the Clouds A look at the signals in clouds and observability. Hyperscalers DDOG MSFT GOOG DT AMZN
Next-gen Security Premium: A maturing SASE The highlights from Cloudflare's CIO Week. Edge Networks NET ZS PANW
Hyperscalers Premium: The security and DevOps view from AWS re:Invent A look at Security & DevOps announcements out of AWS re:Invent in Dec-22. Next-gen Security DevOps Tooling AMZN DDOG CRWD S ZS PANW HCP GTLB CFLT OKTA NET
Hyperscalers Premium: The data view from AWS re:Invent A look at Data & Analytics announcements out of AWS re:Invent in Nov/Dec-22. Data & Analytics AMZN SNOW CFLT Databricks ESTC
Data & Analytics Premium: A few streams coming together Confluent has been making some interesting moves of late. CFLT Databricks
