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
Operational Tooling A Bill.com deep dive A look at what Bill.com provides, and where it is going with its two recent acquisitions. BILL Stripe MQ
Edge Networks Premium: An Expanding Edge Their 2 new acquisitions were highlighted in Security Week. NET ZS CRWD
DevOps Tooling Premium: The trends in DevOps and Observability A look at where DevOps tools are going. Observability DDOG GTLB HCP FROG AMZN MSFT GOOG
Next-gen Security Premium: XDR, condensed Final comparison of CrowdStrike and SentinelOne. CRWD S PANW
Next-gen Security Premium: Evolution into XDR, Part 2 How CrowdStrike and SentinelOne made some key acquisitions in data lake and identity. CRWD S PANW DDOG ESTC ZS OKTA
Next-gen Security Premium: Evolution into XDR, Part 1 How CrowdStrike and SentinelOne have evolved into cloud security and XDR, and deepened partnerships with Zero Trust and MSPs. CRWD S PANW ZS NET DDOG OKTA
Next-gen Security Premium: Palo Alto's ongoing shifts How Palo Alto pivoted its next-gen firewalls into XDR, Cloud Security, and Zero Trust & SASE. PANW CRWD S ZS NET DevOps Tooling DDOG GTLB FROG HCP
Next-gen Security Premium: Anatomy of a security incident A detailed walk through Okta's recent security incident, and how they responded. OKTA NET CRWD S
