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
Next-gen Security Premium: The improving Federal posture What companies are benefiting from the improved security posture of the US Fed Govt? Observability DDOG CRWD ZS NET PANW S OKTA
Next-gen Security Premium: Revisiting spending intent A fresh look at new CIO spending intent surveys in security and data. Observability Data & Analytics SNOW MDB CRWD S DDOG ZS NET
Data & Analytics Premium: A focus on spend A step back to assess the spend trends going forward. Next-gen Security DDOG SNOW NET ZS
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