Earnings Premium: Scrutiny and prudence A look at recent earnings from Confluent, Cloudflare, and Datadog. CFLT NET DDOG
Observability Premium: Watching the Clouds A look at the signals in clouds and observability. Hyperscalers DDOG AWS MSFT GOOG DT
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
Observability A dog-leg left A look at Datadog's product announcements out of this year's Dash. DevOps Tooling Next-gen Security DDOG
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
Observability Premium: A dog-leg left A look at Datadog's new product announcements out of DASH. DevOps Tooling Next-gen Security DDOG
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
DevOps Tooling The Benefits of Modern Architectures A look at some of the benefits of modern application architectures, and how DevOps workflows can automate over it all. HCP CFLT DDOG GTLB NET
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