Data & Analytics Premium: The rise of data apps A look at what came out of Snowflake Summit. SNOW Databricks
Operational Tooling Premium: Catch up on the dot coms Catching up on the operational tooling platforms of Monday.com and Bill.com. MNDY BILL DevOps Tooling
Premium Sessions Premium: A discussion with Peter Offringa A discussion with Peter Offringa on Datadog and Cloudflare. DDOG NET
Edge Networks Premium: A tale of two cities A glance at Cloudflare's earnings, in contrast to Datadog. NET DDOG
Observability Premium: Datadog gets conservative A look at Datadog's earnings and recent announcements. DDOG
SaaS Industry Premium: Head in the Clouds A look at the cloud providers, and what they are doing in security & data. Observability DevOps Tooling Data & Analytics Next-gen Security CRWD S SNOW DDOG OKTA PANW CFLT Databricks ESTC MDB NET ZS AMZN MSFT GOOG Hyperscalers
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