Earnings Premium: A look at recent earnings Gleanings from the latest earnings from Datadog, Cloudflare, Confluent, and Fastly, and look at a hint from Okta. DDOG NET CFLT FSLY OKTA
Observability Premium: A Datadog platform dive An overview of Datadog's platform, and where it is taking it next. DDOG FROG PD CRWD ZS DT
DevOps Tooling Premium: A Brief History of Application Development A look at how the architecture and ecosystem around modern application development have evolved. Observability Edge Networks DDOG MDB ESTC SNOW CRWD CFLT TWLO AMZN MSFT GOOG GTLB
Data & Analytics Premium: A Kafka deep dive A look at the vital Kafka platform created by Confluent, who just released their released S-1 and is going public soon. DevOps Tooling CFLT MDB ESTC DDOG SNOW Open Source
Next-gen Security Premium: A green light for Zero Trust The United States government is finally getting serious about cyber attacks, and has immediate plans for adopting Zero Trust, EDR, MFA, encryption, and better log management. Observability CRWD OKTA ZS NET DDOG
SaaS Industry The Year of Working Remotely A look at Okta's latest Business @ Work report for 2020. OKTA SNOW DOCU ZM ZS DDOG CRWD
SaaS Industry Catching up We've all had a busy summer full of change... especially these SaaS providers. CRWD DDOG FSLY NET OKTA DOCU TWLO ZM SNOW
Observability Clarity from Elastic Insights from ElasticON 2020 developer conference. Next-gen Security ESTC CRWD DDOG
SaaS Industry Tremors A look at the pandemic's impact on tech stocks. ZM AYX TWLO MDB ESTC CRWD DDOG ROKU TTD ZS NET FSLY OKTA DOCU WORK TEAM COUP SMAR
Deep Dive A Datadog technical review A deep dive into their Infrastructure & App Monitoring SaaS platform for Observability. Observability DDOG ESTC