Next-gen Security Premium: The SASE front A look at earnings from SSE provider Zscaler, as well as what Palo Alto and Cloudflare are doing. ZS PANW NET CRWD
Next-gen Security Premium: The XDR front A look at earnings and updates from CrowdStrike, SentinelOne, and Palo Alto. PANW CRWD S ZS
Next-gen Security The Fal.con has landed Insights from CrowdStrike's Fal.con annual conference. CRWD S PANW ZS NET
Data & Analytics Premium: What they will build Recap of Snowflake's BUILD event and their dev ecosystem. SNOW
Edge Networks Premium: Developers, developers, developers Recap of Cloudflare's recent Developer Week. DevOps Tooling NET
Hyperscalers Premium: What is the Supercloud? A look at how Snowflake and Cloudflare are adopting the Supercloud mantle. Data & Analytics Edge Networks AMZN MSFT GOOG SNOW Databricks NET
Data & Analytics Premium: Snow Day A look at the announcements this week from Snowflake's Snow Day. SNOW
Earnings Premium: The downfall of software A recap of Confluent, Datadog, Bill, and Cloudflare earnings this week. CFLT DDOG BILL NET
Hyperscalers Premium: Obscured by clouds A look at hyperscaler earnings this week, and some CIO spend intent reports this month. Data & Analytics Next-gen Security AMZN GOOG MSFT SNOW DDOG CRWD SaaS Industry
Edge Networks Premium: An edge type of cloud A deeper look at the important moves within Cloudflare's Workers ecosystem. NET
Observability Premium: A dog-leg left A look at Datadog's new product announcements out of DASH. DevOps Tooling Next-gen Security DDOG
Edge Networks Premium: Cloudflare's honed message A high level view of what Cloudflare is selling. NET ZS
DevOps Tooling What is the modern DevOps workflow? A look at the stages of a modern DevOps workflow, and the ecosystem over the entire app lifecycle. GTLB FROG DDOG HCP TEAM Snyk CRWD S ZS SNOW AMPL
Next-gen Security Premium: The Fal.con has landed Insights from CrowdStrike's Fal.con annual conference. CRWD
