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
Next-gen Security Premium: What is XDR? A look at how endpoint protection providers are morphing into XDR. CRWD S PANW
Earnings Premium: The zenith continues to scale A look at Zscaler's recent moves and its latest earnings. ZS S CRWD NET
Next-gen Security The trends in network security A look at what Gartner thinks is coming in cloud, network, and app security over the next few years. ZS Edge Networks CRWD DDOG
Earnings Premium: The recent snowfall Snowflake just announced their latest earnings and an interesting acquisition. SNOW
Data & Analytics Premium: Snowflake's recent moves A look at the important moves from Snowflake since last summer. SNOW Databricks
SaaS Industry Premium: A look at enterprise SaaS in 2021 A look at what Okta's latest Business @ Work report is telling us about enterprise SaaS usage over 2021. Next-gen Security Operational Tooling DevOps Tooling MNDY DDOG ZS TEAM SNOW MDB HCP
Earnings Premium: A sentiment shift from earnings A look at earnings from Cloudflare, Datadog, and Bill.com. NET DDOG BILL
Edge Networks Premium: An Interconnected Cloud A look at Cloudflare's moves into Zero Trust & SASE, becoming the one cloud to rule them all. Next-gen Security NET ZS
Edge Networks Premium: An Application Cloud Cloudflare is shifting from application services into a fully-featured application cloud. NET FSLY CFLT
Edge Networks Premium: An Everywhere Cloud Time to catch up on Cloudflare's product announcements over the second half of 2021. NET
