Next-gen Security Premium: The coming wave of Security AI CrowdStrike and SentinelOne are creating LLM-backed SOC tools too. CRWD S MSFT GOOG PANW
AI/ML Premium: Google's AI & security moves Google's AI announcements out of their annual I/O event. Hyperscalers Next-gen Security GOOG MSFT CRWD S PANW DDOG SNOW
Next-gen Security Premium: CrowdStrike's investor briefing Thoughts on CrowdStrike's investor briefing, and some recent news. CRWD
Earnings Premium: XDR winter How XDR providers CrowdStrike and SentinelOne fared this Q. Next-gen Security CRWD S
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
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
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
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
Next-gen Security Premium: XDR face-off A look at earnings from the XDR platforms: Palo Alto, CrowdStrike, and SentinelOne. (And what the signs are for Zscaler next week.) PANW CRWD S ZS
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