Next-gen Security Premium: SIEM moves The SIEM market is seeing a death by a thousand cuts. CRWD PANW S MSFT GOOG AMZN DDOG FTNT ESTC NET ZS SNOW AI/ML
Data & Analytics Premium: Snow drifts Snowflake's moving towards the open data ecosystem, and that is a good thing. AI/ML SNOW Databricks AMZN GOOG MSFT CFLT NET ESTC MDB
AI/ML Premium: Snowballing Platform New products emerging from Snowflake will contribute to FY25. Data & Analytics SNOW MSFT GOOG AMZN Databricks NVDA ESTC MDB PLTR NET CFLT
Data & Analytics Premium: A look at Microsoft Fabric Microsoft is making some big moves towards a data lakehouse. MSFT SNOW GOOG Databricks MDB ESTC NVDA CFLT META
Observability Premium: Cisco + Splunk Thoughts on Cisco's massive (and expensive) acquisition of Splunk, and what both companies have been building. Next-gen Security DDOG DT ZS MSFT ESTC NET PANW CFLT OKTA
Next-gen Security Premium: Microsoft's Security Shifts A detailed walkthrough of Microsoft's moves across next-gen security lines. MSFT CRWD NET S ZS DDOG OKTA PANW ESTC Hyperscalers GOOG AMZN HCP
Hyperscalers The data view from AWS re:Invent A look at Data & Analytics announcements out of AWS re:Invent in Nov/Dec-22. Data & Analytics AMZN SNOW Databricks ESTC CFLT MSFT GOOG
Hyperscalers Premium: The data view from AWS re:Invent A look at Data & Analytics announcements out of AWS re:Invent in Nov/Dec-22. Data & Analytics AMZN SNOW CFLT Databricks ESTC
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: 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
Data & Analytics A Kafka deep dive A look at the vital Kafka platform from Confluent, who went public in Jun-21. DevOps Tooling CFLT MDB ESTC DDOG SNOW
Observability Premium: Shifts in Observability A look into Datadog's competition, and how they are all replicating Datadog's breadth of platform. DDOG DT ESTC SNOW
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 Confluent deep dive A dive into Confluent, who is going public soon, and their competitors. CFLT MDB ESTC Open Source
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